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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 7,422 | $385.4K | 0.08% | +7,422 | New |
| Legacy Capital Wealth Partners, LLC | 7,435 | $386.1K | 0.11% | +7,435 | New |
| RSM US Wealth Management LLC | 7,468 | $387.8K | 0.01% | +1,934+34.9% | Added |
| Hyman Charles D | 7,465 | $388.0K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 7,000 | $388.7K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7,507 | $389.8K | 0.02% | +456+6.5% | Added |
| Country Club Bank | 7,545 | $392.2K | 0.03% | −133−1.7% | Reduced |
| Farmers National Bank | 7,559 | $392.5K | 0.14% | −150−1.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,806 | $393.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,595 | $394.4K | 0.07% | −1,586−17.3% | Reduced |
| Daymark Wealth Partners, LLC | 7,654 | $397.5K | 0.05% | +3,382+79.2% | Added |
| Principal Street Partners, LLC | 7,660 | $397.8K | 0.10% | −868−10.2% | Reduced |
| Icon Wealth Partners, LLC | 7,677 | $398.7K | 0.04% | +7,677 | New |
| Red Door Wealth Management, LLC | 7,745 | $402.2K | 0.13% | +3,456+80.6% | Added |
| Cresset Asset Management, LLC | 7,762 | $403.1K | 0.01% | −5,771−42.6% | Reduced |
| Kenfarb & Co. | 7,800 | $405.1K | 0.36% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,825 | $406.4K | 0.00% | −24,890−76.1% | Reduced |
| DFPG Investments, LLC | 7,834 | $406.8K | 0.04% | +2,142+37.6% | Added |
| Mitchell Sinkler & Starr | 7,845 | $407.4K | 0.12% | +1,601+25.6% | Added |
| Lincoln Capital LLC | 7,944 | $412.5K | 0.11% | −125−1.5% | Reduced |
| Riverwater Partners LLC | 7,980 | $414.4K | 0.38% | −1,365−14.6% | Reduced |
| Independent Advisor Alliance | 8,028 | $416.9K | 0.02% | +8,028 | New |
| Clifford Swan Investment Counsel LLC | 8,048 | $417.9K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,055 | $418.3K | 0.04% | −205−2.5% | Reduced |
| Malaga Cove Capital, LLC | 8,074 | $419.3K | 0.21% | +12+0.1% | Added |
| Transcend Wealth Collective, LLC | 8,126 | $422.0K | 0.04% | +3,183+64.4% | Added |
| WealthTrust Axiom LLC | 8,163 | $423.9K | 0.14% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 8,193 | $425.5K | 0.19% | +8,193 | New |
| Tranquilli Financial Advisor LLC | 8,270 | $429.5K | 0.32% | +613+8.0% | Added |
| Center For Asset Management LLC | 8,280 | $430.0K | 0.42% | +139+1.7% | Added |
| West Family Investments, Inc. | 8,302 | $431.1K | 0.17% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 8,334 | $432.8K | 0.05% | −948−10.2% | Reduced |
| Human Investing LLC | 8,413 | $436.9K | 0.11% | −980−10.4% | Reduced |
| Chicago Capital, LLC | 8,434 | $438.0K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 8,468 | $439.7K | 0.14% | +711+9.2% | Added |
| Pitcairn Co | 8,493 | $441.0K | 0.04% | +260+3.2% | Added |
| Crescent Grove Advisors, LLC | 8,498 | $441.3K | 0.05% | +30.0% | Added |
| Nuveen Asset Management, LLC | 8,506 | $442.0K | 0.00% | +312+3.8% | Added |
| Allen Investment Management LLC | 8,524 | $442.7K | 0.01% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 8,575 | $445.3K | 0.04% | +3,328+63.4% | Added |
| Abbrea Capital, LLC | 8,625 | $448.0K | 0.08% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 8,682 | $450.9K | 0.36% | +382+4.6% | Added |
| Ballentine Partners, LLC | 8,711 | $452.4K | 0.01% | −65−0.7% | Reduced |
| Spinnaker Trust | 8,835 | $458.8K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 8,836 | $458.9K | 0.02% | −195−2.2% | Reduced |
| South State Corp. | 8,901 | $462.2K | 0.04% | −57−0.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 8,927 | $463.6K | 0.30% | −210−2.3% | Reduced |
| Boston Trust Walden Corp | 9,005 | $467.6K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 8,874 | $467.7K | 0.52% | −6,011−40.4% | Reduced |
| Sage Rhino Capital LLC | 9,112 | $473.2K | 0.14% | +340+3.9% | Added |
| Intrua Financial, LLC | 8,739 | $473.7K | 0.10% | +2,264+35.0% | Added |
| Cypress Asset Management Inc | 9,148 | $475.1K | 0.16% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 9,176 | $476.5K | 0.26% | +3,180+53.0% | Added |
| Stonnington Group, LLC | 8,812 | $476.8K | 0.12% | +2,401+37.5% | Added |
| Retirement Guys Formula LLC | 9,188 | $477.1K | 0.34% | +51+0.6% | Added |
| Dana Investment Advisors, Inc. | 9,200 | $477.8K | 0.02% | −1,773−16.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,230 | $479.3K | 0.07% | +711+8.3% | Added |
| WCM Investment Management, LLC | 9,258 | $480.8K | 0.00% | +115+1.3% | Added |
| Penserra Capital Management LLC | 9,339 | $484.0K | 0.01% | +6,792+266.7% | Added |
| Cladis Investment Advisory, LLC | 9,334 | $484.7K | 0.44% | +3,001+47.4% | Added |
| Capital Wealth Planning, LLC | 9,339 | $485.0K | 0.01% | +9,339 | New |
| Hartford Investment Management Co | 9,454 | $490.9K | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 9,488 | $492.7K | 0.02% | +9,488 | New |
| PAX Financial Group, LLC | 9,494 | $493.0K | 0.12% | −469−4.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,497 | $493.2K | 0.06% | +9,497 | New |
| Keystone Financial Services | 9,511 | $493.9K | 0.26% | −91−0.9% | Reduced |
| RS Crum Inc. | 9,549 | $495.9K | 0.19% | −1,404−12.8% | Reduced |
| PDS Planning, Inc | 9,614 | $499.3K | 0.07% | +2,020+26.6% | Added |
| Allworth Financial LP | 9,648 | $501.0K | 0.01% | +168+1.8% | Added |
| Ativo Capital Management LLC | 9,700 | $503.7K | 0.62% | +9,700 | New |
| LGL Partners, LLC | 9,710 | $504.2K | 0.09% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 9,727 | $505.1K | 0.12% | +5,043+107.7% | Added |
| Fiduciary Group LLC | 9,738 | $505.7K | 0.07% | −674−6.5% | Reduced |
| Canandaigua National Bank & Trust Co | 9,745 | $506.0K | 0.09% | +9,745 | New |
| Mather Group, LLC. | 9,804 | $509.1K | 0.01% | +4,256+76.7% | Added |
| Traverso Chambers Private Wealth Management, LLC | 9,817 | $509.8K | 0.14% | −233−2.3% | Reduced |
| Beaumont Asset Management, L.L.C. | 9,831 | $510.5K | 0.37% | −319−3.1% | Reduced |
| Private Trust Co NA | 9,842 | $511.1K | 0.07% | −58−0.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,861 | $512.1K | 0.01% | −151−1.5% | Reduced |
| Tiaa, FSB | 9,865 | $512.3K | 0.00% | −52−0.5% | Reduced |
| Twelve Points Wealth Management LLC | 9,867 | $512.4K | 0.29% | −152−1.5% | Reduced |
| Intellectus Partners, LLC | 9,874 | $512.7K | 0.16% | −22−0.2% | Reduced |
| Eudaimonia Partners, LLC | 9,886 | $513.4K | 0.12% | −32−0.3% | Reduced |
| IFG Advisory, LLC | 9,928 | $515.6K | 0.05% | −448−4.3% | Reduced |
| King Luther Capital Management Corp | 9,944 | $516.4K | 0.00% | −159−1.6% | Reduced |
| Marino, Stram & Associates LLC | 9,987 | $518.6K | 0.16% | +396+4.1% | Added |
| Rbo & Co LLC | 9,994 | $519.0K | 0.09% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 10,000 | $519.0K | 0.60% | +10,000 | New |
| Boyd Watterson Asset Management LLC | 10,052 | $522.0K | 0.21% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 10,085 | $523.7K | 0.48% | −145−1.4% | Reduced |
| Wealthspire Advisors, LLC | 10,126 | $525.8K | 0.01% | −4,279−29.7% | Reduced |
| WR Wealth Planners, LLC | 10,174 | $528.3K | 0.23% | +1,463+16.8% | Added |
| Keudell/Morrison Wealth Management | 10,246 | $532.1K | 0.16% | −222−2.1% | Reduced |
| Chiron Capital Management, LLC | 10,300 | $534.9K | 0.37% | −1,700−14.2% | Reduced |
| HB Wealth Management, LLC | 10,384 | $539.2K | 0.01% | +95+0.9% | Added |
| Central Trust Co | 10,412 | $540.7K | 0.02% | −315−2.9% | Reduced |
| Thrivent Financial for Lutherans | 10,413 | $541.0K | 0.00% | −123−1.2% | Reduced |
| Caldwell Trust Co | 10,438 | $542.0K | 0.08% | −40−0.4% | Reduced |
| Old North State Trust, LLC | 10,452 | $543.0K | 0.38% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 10,460 | $543.2K | 0.02% | +174+1.7% | Added |