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 |
|---|---|---|---|---|---|
| Wintrust Investments LLC | 5,003 | $260.0K | 0.03% | +20.0% | Added |
| Baldwin Brothers Inc | 5,029 | $261.2K | 0.02% | +4+0.1% | Added |
| Birch Hill Investment Advisors LLC | 5,098 | $264.7K | 0.02% | −142−2.7% | Reduced |
| Colonial Trust Advisors | 5,107 | $265.2K | 0.03% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 5,117 | $265.7K | 0.03% | +521+11.3% | Added |
| Schnieders Capital Management LLC | 5,137 | $266.8K | 0.06% | −50−1.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,150 | $267.4K | 0.03% | +250+5.1% | Added |
| Borer Denton & Associates, Inc. | 5,155 | $267.7K | 0.11% | +5,155 | New |
| Lincoln National Corp | 5,202 | $270.1K | 0.01% | +424+8.9% | Added |
| Empire Financial Management Company, LLC | 5,243 | $272.3K | 0.11% | +5,243 | New |
| Hunter Associates Investment Management LLC | 5,250 | $273.0K | 0.06% | −150−2.8% | Reduced |
| Moreno Evelyn V | 5,271 | $273.7K | 0.06% | −731−12.2% | Reduced |
| Loomis Sayles & Co L P | 5,272 | $274.0K | 0.00% | −54−1.0% | Reduced |
| Callan Family Office, LLC | 5,294 | $274.9K | 0.07% | −115−2.1% | Reduced |
| Parkside Financial Bank & Trust | 5,296 | $275.0K | 0.07% | +12+0.2% | Added |
| Thrive Capital Management, LLC | 5,337 | $277.4K | 0.18% | +153+3.0% | Added |
| Wedbush Securities Inc | 5,359 | $278.0K | 0.01% | +37+0.7% | Added |
| Palladiem, LLC | 5,379 | $279.3K | 0.30% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 5,402 | $280.5K | 0.02% | +435+8.8% | Added |
| Gallacher Capital Management LLC | 5,413 | $281.1K | 0.17% | +871+19.2% | Added |
| Boston Family Office LLC | 5,440 | $282.0K | 0.02% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,445 | $282.8K | 0.01% | −139−2.5% | Reduced |
| Augustine Asset Management Inc | 5,508 | $286.0K | 0.14% | −20−0.4% | Reduced |
| MMBG Investment Advisors Co. | 5,514 | $286.3K | 0.04% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,515 | $286.4K | 0.14% | −500−8.3% | Reduced |
| Tru Independence Asset Management 2, LLC | 5,517 | $286.5K | 0.29% | +5,517 | New |
| Harbor Investment Advisory, LLC | 5,536 | $287.5K | 0.04% | 00.0% | Unchanged |
| Sabal Trust CO | 5,555 | $288.5K | 0.02% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 5,561 | $288.8K | 0.13% | +42+0.8% | Added |
| Addison Advisors LLC | 5,575 | $289.5K | 0.16% | −39−0.7% | Reduced |
| XTX Topco Ltd | 5,597 | $290.7K | 0.06% | −19,650−77.8% | Reduced |
| Graybill Bartz & Assoc Ltd | 5,630 | $292.4K | 0.15% | +105+1.9% | Added |
| Traphagen Investment Advisors LLC | 5,682 | $295.1K | 0.04% | −160−2.7% | Reduced |
| CVA Family Office, LLC | 5,698 | $295.9K | 0.07% | −209−3.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,715 | $296.8K | 0.03% | +129+2.3% | Added |
| Advisory Research Inc | 5,780 | $300.2K | 0.05% | +1,378+31.3% | Added |
| Savant Capital, LLC | 5,800 | $301.2K | 0.01% | −14−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,838 | $303.2K | 0.04% | −393−6.3% | Reduced |
| Jacobi Capital Management LLC | 5,919 | $307.4K | 0.04% | −212−3.5% | Reduced |
| Roberts Glore & Co Inc | 5,941 | $308.5K | 0.10% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5,954 | $309.2K | 0.17% | 00.0% | Unchanged |
| Phocas Financial Corp. | 6,000 | $311.6K | 0.04% | 00.0% | Unchanged |
| Renasant Bank | 6,039 | $313.6K | 0.24% | +137+2.3% | Added |
| Pine Haven Investment Counsel, Inc | 6,070 | $315.2K | 0.33% | +175+3.0% | Added |
| Stratos Wealth Advisors, LLC | 6,145 | $319.2K | 0.02% | −220−3.5% | Reduced |
| Lindbrook Capital, LLC | 6,157 | $319.7K | 0.04% | +351+6.0% | Added |
| Schrum Private Wealth Management LLC | 6,161 | $320.0K | 0.37% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 6,198 | $321.9K | 0.18% | −3,381−35.3% | Reduced |
| Bedel Financial Consulting, Inc. | 6,210 | $322.5K | 0.08% | +567+10.0% | Added |
| Hummer Financial Advisory Services Inc | 6,250 | $324.6K | 0.35% | −63−1.0% | Reduced |
| Aries Wealth Management | 6,309 | $327.6K | 0.13% | +700+12.5% | Added |
| Lion Street Advisors, LLC | 6,312 | $327.8K | 0.10% | +228+3.7% | Added |
| Hazlett, Burt & Watson, Inc. | 6,322 | $328.0K | 0.27% | +450+7.7% | Added |
| Centaurus Financial, Inc. | 6,340 | $329.0K | 0.03% | +1,826+40.5% | Added |
| Beese Fulmer Investment Management, Inc. | 6,343 | $329.4K | 0.04% | +135+2.2% | Added |
| Moody National Bank Trust Division | 6,347 | $329.6K | 0.03% | −35−0.5% | Reduced |
| Mengis Capital Management, Inc. | 6,367 | $330.6K | 0.07% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 6,389 | $331.8K | 0.01% | +100+1.6% | Added |
| Cedar Brook Financial Partners, LLC | 6,397 | $332.2K | 0.09% | +473+8.0% | Added |
| Diligent Investors, LLC | 6,409 | $332.8K | 0.10% | +20.0% | Added |
| Arden Trust Co | 6,426 | $333.0K | 0.06% | −1,997−23.7% | Reduced |
| Delta Financial Advisors LLC | 6,415 | $333.1K | 0.16% | +4+0.1% | Added |
| AlphaQ Advisors LLC | 6,432 | $334.0K | 0.28% | +6,432 | New |
| O'Brien Greene & Co. Inc | 6,479 | $336.0K | 0.13% | 00.0% | Unchanged |
| Kidder Stephen W | 6,490 | $337.0K | 0.12% | −1,000−13.4% | Reduced |
| Puzo Michael J | 6,499 | $337.5K | 0.11% | −4,425−40.5% | Reduced |
| WoodTrust Financial Corp | 6,500 | $337.5K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 6,500 | $337.5K | 0.03% | +6,500 | New |
| Platform Technology Partners | 6,611 | $343.3K | 0.17% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 6,630 | $344.0K | 0.32% | +932+16.4% | Added |
| Shorepoint Capital Partners LLC | 6,641 | $344.9K | 0.10% | −100−1.5% | Reduced |
| Boston Financial Mangement LLC | 6,702 | $348.0K | 0.01% | −300−4.3% | Reduced |
| Financial Advisory Service, Inc. | 6,729 | $349.4K | 0.04% | −6−0.1% | Reduced |
| Simon Quick Advisors, LLC | 6,739 | $350.0K | 0.04% | +1,860+38.1% | Added |
| Rathbone Brothers plc | 6,760 | $351.0K | 0.00% | 00.0% | Unchanged |
| Summit X, LLC | 6,757 | $352.1K | 0.09% | +6,757 | New |
| Empower Advisory Group, LLC | 6,688 | $352.5K | 0.00% | +6,688 | New |
| DGS Capital Management, LLC | 6,792 | $352.7K | 0.20% | −479−6.6% | Reduced |
| Apollon Wealth Management, LLC | 6,842 | $355.3K | 0.02% | −184−2.6% | Reduced |
| Belpointe Asset Management LLC | 6,893 | $358.0K | 0.02% | −4,014−36.8% | Reduced |
| Fox Run Management, L.L.C. | 6,899 | $358.3K | 0.12% | +6,899 | New |
| Connolly Sarah T. | 6,985 | $362.7K | 0.23% | −85−1.2% | Reduced |
| Fca Corp | 7,000 | $363.5K | 0.14% | −2,000−22.2% | Reduced |
| Port Capital LLC | 7,000 | $364.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 7,034 | $365.3K | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,048 | $366.0K | 0.03% | +913+14.9% | Added |
| Herr Investment Group LLC | 7,068 | $367.0K | 0.09% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 7,149 | $371.2K | 0.11% | −170−2.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,176 | $372.6K | 0.13% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,187 | $374.0K | 0.00% | −1,442−16.7% | Reduced |
| Moseley Investment Management Inc | 7,226 | $375.2K | 0.24% | +971+15.5% | Added |
| True North Advisors, LLC | 7,226 | $375.2K | 0.11% | +226+3.2% | Added |
| Prospera Financial Services Inc | 7,237 | $375.9K | 0.02% | +643+9.8% | Added |
| Northwest Capital Management Inc | 7,246 | $376.3K | 0.18% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 7,291 | $378.6K | 0.19% | +485+7.1% | Added |
| Single Point Partners, LLC | 7,314 | $380.0K | 0.08% | +7,314 | New |
| BDO Wealth Advisors, LLC | 7,350 | $381.7K | 0.05% | +247+3.5% | Added |
| Bartlett & Co. LLC | 7,362 | $382.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 7,362 | $382.3K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,372 | $382.8K | 0.01% | −1,338−15.4% | Reduced |