Unilever PLC
UL- Exchange
- NYSE
- Industry
- Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics
- SEC CIK
- 0000217410
No open-market purchases or sales by Unilever PLC insiders were filed in the last 90 days; 1,193 institutions reported holding it in 13F filings for Q2 2026, worth $15.5B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
Other share classesUNLYF
13F holders, Q1 2023
Institutional positions in Unilever PLC as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,106
- +28 vs. Q4 2022
- Shares held
- 262.5M
- +7.97M (+3.1%) vs. Q4 2022
- Total value
- $13.5B
- +$684.8M (+5.3%) vs. Q4 2022
- New holders
- 96
- 419 more added
- Sold out
- 68
- 402 more reduced
27 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,193 | $15.5B |
| Q1 2026 | 1,175 | $13.7B |
| Q4 2025 | 1,158 | $13.9B |
| Q3 2025 | 1,174 | $13.9B |
| Q2 2025 | 1,187 | $14.0B |
| Q1 2025 | 1,179 | $13.1B |
| Q4 2024 | 1,188 | $12.5B |
| Q3 2024 | 1,175 | $14.2B |
| Q2 2024 | 1,111 | $12.7B |
| Q1 2024 | 1,093 | $12.4B |
| Q4 2023 | 1,109 | $11.8B |
| Q3 2023 | 1,068 | $12.3B |
| Q2 2023 | 1,084 | $13.2B |
| Q1 2023 | 1,106 | $13.5B |
| Q4 2022 | 1,105 | $13.4B |
| Q3 2022 | 1,019 | $11.5B |
| Q2 2022 | 1,059 | $11.4B |
| Q1 2022 | 1,022 | $10.7B |
| Q4 2021 | 1,099 | $13.3B |
| Q3 2021 | 1,007 | $12.7B |
| Q2 2021 | 1,042 | $13.7B |
| Q1 2021 | 1,035 | $12.7B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 3,934 | $204.3K | 0.02% | −25,089−86.4% | Reduced |
| SL Advisors, LLC | 3,938 | $204.5K | 0.44% | −196−4.7% | Reduced |
| IFP Advisors, Inc | 5,546 | $205.4K | 0.01% | −7,690−58.1% | Reduced |
| Rosenberg Matthew Hamilton | 3,965 | $205.9K | 0.07% | −466−10.5% | Reduced |
| FineMark National Bank & Trust | 3,990 | $207.2K | 0.01% | −189−4.5% | Reduced |
| Financial Architects, Inc | 3,999 | $207.6K | 0.03% | −1,089−21.4% | Reduced |
| Private Wealth Partners, LLC | 4,000 | $207.7K | 0.02% | +4,000 | New |
| Jump Financial, LLC | 4,001 | $207.8K | 0.01% | −346−8.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 4,002 | $207.8K | 0.06% | −73−1.8% | Reduced |
| Washington Trust Co | 4,004 | $207.9K | 0.01% | +30+0.8% | Added |
| Opes Wealth Management LLC | 4,005 | $208.0K | 0.07% | 00.0% | Unchanged |
| Ti-Trust, Inc | 4,017 | $208.6K | 0.20% | −46−1.1% | Reduced |
| Security Asset Management | 4,018 | $208.7K | 0.12% | +4,018 | New |
| Inscription Capital, LLC | 4,041 | $209.8K | 0.06% | +4,041 | New |
| Lantz Financial LLC | 4,043 | $210.0K | 0.09% | +4,043 | New |
| Carret Asset Management, LLC | 4,044 | $210.0K | 0.03% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 4,057 | $210.7K | 0.13% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,065 | $211.1K | 0.03% | 00.0% | Unchanged |
| IMS Capital Management | 4,066 | $211.1K | 0.13% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 4,101 | $212.7K | 0.02% | +4,101 | New |
| FSB Premier Wealth Management, Inc. | 4,126 | $214.3K | 0.12% | +154+3.9% | Added |
| Alera Investment Advisors, LLC | 4,132 | $214.6K | 0.05% | −10.0% | Reduced |
| Wesbanco Bank Inc | 4,153 | $215.0K | 0.01% | +4,153 | New |
| Alan B. Lancz & Associates, Inc. | 4,150 | $215.5K | 0.22% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,005 | $215.7K | 0.06% | +6+0.2% | Added |
| High Net Worth Advisory Group LLC | 4,184 | $217.3K | 0.09% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,207 | $218.5K | 0.04% | +4,207 | New |
| World Equity Group, Inc. | 2,639 | $218.5K | 0.04% | −19,700−88.2% | Reduced |
| International Assets Investment Management, LLC | 4,217 | $219.0K | 0.03% | −584−12.2% | Reduced |
| Toronto Dominion Bank | 4,240 | $220.0K | 0.00% | +1,085+34.4% | Added |
| Nwam LLC | 4,247 | $220.6K | 0.02% | −135−3.1% | Reduced |
| Forum Financial Management, LP | 4,254 | $220.9K | 0.01% | −7,203−62.9% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,258 | $221.1K | 0.20% | −44−1.0% | Reduced |
| Granite FO LLC | 4,000 | $222.1K | 0.14% | −10−0.2% | Reduced |
| Park National Corp | 4,289 | $222.7K | 0.01% | +4,289 | New |
| Clear Harbor Asset Management, LLC | 4,302 | $223.4K | 0.02% | +4,302 | New |
| Gladstone Institutional Advisory LLC | 4,332 | $225.0K | 0.01% | −484−10.0% | Reduced |
| Coldstream Capital Management Inc | 4,355 | $226.2K | 0.01% | +129+3.1% | Added |
| Fort Sheridan Advisors LLC | 4,399 | $228.4K | 0.06% | +4,399 | New |
| Alhambra Investment Partners LLC | 4,400 | $228.5K | 0.16% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 4,428 | $230.0K | 0.02% | −272−5.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 4,430 | $230.0K | 0.00% | −190−4.1% | Reduced |
| RMR Wealth Builders | 4,430 | $230.1K | 0.04% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 4,440 | $230.6K | 0.03% | +4,440 | New |
| Sepio Capital, LP | 4,445 | $230.8K | 0.02% | −261−5.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,448 | $231.0K | 0.12% | −609−12.0% | Reduced |
| Sather Financial Group Inc | 4,449 | $231.0K | 0.02% | −68−1.5% | Reduced |
| Riverview Trust Co | 4,470 | $232.1K | 0.21% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,478 | $232.5K | 0.03% | +4,478 | New |
| Cobblestone Capital Advisors LLC | 4,480 | $232.6K | 0.02% | −71−1.6% | Reduced |
| S.A. Mason LLC | 4,493 | $233.3K | 0.17% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 4,500 | $233.7K | 0.15% | −4,514−50.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,500 | $233.7K | 0.08% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 4,500 | $233.7K | 0.11% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,500 | $233.7K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,514 | $234.4K | 0.02% | +210+4.9% | Added |
| BNP Paribas Arbitrage, SA | 4,518 | $234.6K | 0.00% | +490+12.2% | Added |
| Lafayette Investments, Inc. | 4,520 | $234.7K | 0.06% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,526 | $235.0K | 0.04% | −3,750−45.3% | Reduced |
| David Loasby | 4,422 | $236.9K | 0.03% | +4,422 | New |
| Select Asset Management & Trust | 4,590 | $238.0K | 0.21% | −443−8.8% | Reduced |
| Lido Advisors, LLC | 4,598 | $238.8K | 0.00% | +153+3.4% | Added |
| Plimoth Trust Co LLC | 4,600 | $238.9K | 0.07% | −100−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,607 | $239.2K | 0.00% | +4,607 | New |
| 9258 Wealth Management, LLC | 4,607 | $239.2K | 0.05% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,651 | $241.5K | 0.01% | −618−11.7% | Reduced |
| Credit Suisse AG | 4,664 | $242.2K | 0.00% | −1,030−18.1% | Reduced |
| Absher Wealth Management, LLC | 4,688 | $243.4K | 0.04% | −41−0.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,701 | $244.1K | 0.19% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 4,702 | $244.2K | 0.07% | +4,702 | New |
| Washington Trust Advisors, Inc. | 4,705 | $244.3K | 0.02% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,709 | $244.5K | 0.04% | +4,709 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 4,711 | $244.6K | 0.03% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 4,720 | $245.1K | 0.01% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 4,725 | $245.4K | 0.01% | −2,195−31.7% | Reduced |
| Chicago Trust Co NA | 4,756 | $247.0K | 0.06% | −1,090−18.6% | Reduced |
| Optas, LLC | 4,774 | $247.9K | 0.09% | −1,544−24.4% | Reduced |
| DRW Securities, LLC | 4,773 | $248.0K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,788 | $248.6K | 0.01% | −706−12.9% | Reduced |
| Aurora Private Wealth, Inc. | 4,797 | $249.0K | 0.27% | −21−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,800 | $249.0K | 0.03% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,799 | $249.2K | 0.11% | +20.0% | Added |
| Heron Financial Group, LLC | 4,812 | $249.9K | 0.14% | +4,812 | New |
| Symphony Financial, Ltd. Co. | 4,817 | $250.4K | 0.06% | +9+0.2% | Added |
| AdvisorNet Financial, Inc | 4,849 | $251.8K | 0.02% | −109−2.2% | Reduced |
| Integrated Advisors Network LLC | 4,886 | $253.7K | 0.02% | +4,886 | New |
| Tacita Capital Inc | 4,900 | $254.0K | 0.19% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,908 | $254.9K | 0.01% | −170−3.3% | Reduced |
| Aspen Grove Capital, LLC | 4,920 | $255.5K | 0.11% | +4,920 | New |
| Legacy Private Trust Co. | 4,921 | $255.5K | 0.02% | 00.0% | Unchanged |
| Bank of Hawaii | 4,923 | $255.7K | 0.01% | −4,126−45.6% | Reduced |
| Breakwater Capital Group | 4,948 | $256.9K | 0.11% | +4,948 | New |
| HBK Sorce Advisory LLC | 4,957 | $257.4K | 0.01% | −7,269−59.5% | Reduced |
| Waddell & Associates, LLC | 4,960 | $257.6K | 0.04% | −280−5.3% | Reduced |
| Geneos Wealth Management Inc. | 4,969 | $258.1K | 0.02% | −3,566−41.8% | Reduced |
| Mayflower Financial Advisors, LLC | 4,979 | $258.6K | 0.03% | +146+3.0% | Added |
| Perigon Wealth Management, LLC | 4,988 | $259.0K | 0.01% | −364−6.8% | Reduced |
| Regal Investment Advisors LLC | 4,989 | $259.1K | 0.02% | +449+9.9% | Added |
| Credit Agricole S A | 5,000 | $259.6K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 5,006 | $260.0K | 0.01% | −10,269−67.2% | Reduced |