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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 10,502 | $545.4K | 0.11% | +1,112+11.8% | Added |
| Five Oceans Advisors | 10,516 | $546.1K | 0.35% | −3,073−22.6% | Reduced |
| Ieq Capital, LLC | 10,531 | $546.9K | 0.01% | +4,676+79.9% | Added |
| Summit Trail Advisors, LLC | 10,549 | $547.8K | 0.02% | −252−2.3% | Reduced |
| Ameritas Advisory Services, LLC | 10,107 | $550.5K | 0.03% | −183−1.8% | Reduced |
| Leavell Investment Management, Inc. | 10,615 | $551.0K | 0.04% | −146−1.4% | Reduced |
| Coastline Trust Co | 10,640 | $552.5K | 0.08% | 00.0% | Unchanged |
| Golden State Equity Partners | 10,696 | $555.4K | 0.30% | +10,696 | New |
| Edge Capital Group, LLC | 10,721 | $556.7K | 0.03% | −10.0% | Reduced |
| Drive Wealth Management, LLC | 10,735 | $557.5K | 0.23% | −1,422−11.7% | Reduced |
| FRG Family Wealth Advisors LLC | 10,745 | $558.0K | 0.13% | −500−4.4% | Reduced |
| EPG Wealth Management LLC | 10,786 | $560.1K | 0.18% | +4,513+71.9% | Added |
| Garrett Wealth Advisory Group, LLC | 10,797 | $560.7K | 0.27% | −544−4.8% | Reduced |
| IHT Wealth Management, LLC | 10,839 | $562.9K | 0.03% | −145−1.3% | Reduced |
| Ascent Wealth Partners, LLC | 11,694 | $564.5K | 0.11% | −8,784−42.9% | Reduced |
| Nuance Investments, LLC | 10,921 | $567.1K | 0.01% | −3,273−23.1% | Reduced |
| Powers Advisory Group, LLC | 10,928 | $567.5K | 0.40% | −67−0.6% | Reduced |
| Reuter James Wealth Management, LLC | 10,931 | $567.6K | 0.40% | +6+0.1% | Added |
| Physicians Financial Services, Inc. | 11,001 | $571.0K | 0.24% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 11,065 | $574.6K | 0.02% | +3,045+38.0% | Added |
| BancorpSouth Bank | 11,094 | $576.1K | 0.05% | −1,460−11.6% | Reduced |
| Wellington Shields Capital Management, LLC | 11,110 | $576.9K | 0.07% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 11,115 | $577.2K | 0.08% | +93+0.8% | Added |
| NewEdge Wealth, LLC | 11,140 | $578.5K | 0.02% | +4,411+65.6% | Added |
| Glenview Trust Co | 11,159 | $579.5K | 0.02% | +533+5.0% | Added |
| Joel Isaacson & Co., LLC | 11,278 | $585.7K | 0.04% | +10.0% | Added |
| Wescott Financial Advisory Group, LLC | 11,282 | $585.9K | 0.13% | +198+1.8% | Added |
| Beacon Investment Advisory Services, Inc. | 11,330 | $588.4K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11,338 | $588.8K | 0.08% | −195−1.7% | Reduced |
| Graypoint LLC | 11,433 | $593.7K | 0.06% | −14,940−56.6% | Reduced |
| Salvus Wealth Management, LLC | 11,485 | $596.4K | 0.48% | 00.0% | Unchanged |
| Proequities, Inc. | 11,562 | $600.4K | 0.05% | −868−7.0% | Reduced |
| Toroso Investments, LLC | 11,709 | $608.0K | 0.02% | +1,075+10.1% | Added |
| BCGM Wealth Management, LLC | 11,755 | $610.4K | 0.31% | +11,755 | New |
| Mill Creek Capital Advisors, LLC | 11,803 | $612.9K | 0.02% | +4,794+68.4% | Added |
| First Affirmative Financial Network | 11,821 | $613.9K | 0.71% | +728+6.6% | Added |
| Ridgewood Investments LLC | 11,868 | $616.3K | 0.38% | −2,077−14.9% | Reduced |
| Clarius Group, LLC | 11,900 | $618.0K | 0.05% | −148−1.2% | Reduced |
| Continuum Advisory, LLC | 11,917 | $618.8K | 0.11% | +127+1.1% | Added |
| Thoroughbred Financial Services, LLC | 11,946 | $620.0K | 0.09% | +8+0.1% | Added |
| Cozad Asset Management Inc | 11,977 | $622.0K | 0.08% | −330−2.7% | Reduced |
| Roman Butler Fullerton & Co | 11,385 | $622.8K | 0.31% | −186−1.6% | Reduced |
| Strategic Global Advisors, LLC | 12,145 | $630.7K | 0.10% | −335−2.7% | Reduced |
| Ronald Blue Trust, Inc. | 12,568 | $632.0K | 0.01% | +3,518+38.9% | Added |
| Chemistry Wealth Management LLC | 12,305 | $639.0K | 0.22% | +683+5.9% | Added |
| Hanson & Doremus Investment Management | 12,331 | $640.0K | 0.14% | −5,832−32.1% | Reduced |
| ICA Group Wealth Management, LLC | 12,353 | $641.5K | 0.15% | −70−0.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 12,438 | $645.9K | 0.05% | +648+5.5% | Added |
| Excalibur Management Corp | 12,479 | $648.0K | 0.34% | +50.0% | Added |
| Range Financial Group LLC | 12,537 | $651.0K | 0.43% | −521−4.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 12,655 | $657.0K | 0.02% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 12,718 | $660.4K | 0.24% | −550−4.1% | Reduced |
| Vigilant Capital Management, LLC | 12,746 | $662.0K | 0.05% | −1,000−7.3% | Reduced |
| Covenant Partners, LLC | 12,772 | $663.3K | 0.25% | −1,399−9.9% | Reduced |
| Marcum Wealth, LLC | 12,785 | $663.9K | 0.08% | +341+2.7% | Added |
| North Star Investment Management Corp. | 12,834 | $666.5K | 0.05% | −50.0% | Reduced |
| InTrack Investment Management Inc | 12,650 | $669.7K | 0.61% | −1,102−8.0% | Reduced |
| Abundance Wealth Counselors | 12,987 | $674.0K | 0.17% | +3,746+40.5% | Added |
| Procyon Private Wealth Partners, LLC | 12,994 | $674.8K | 0.11% | −62−0.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 13,025 | $676.4K | 0.48% | +1,650+14.5% | Added |
| Choate Investment Advisors | 13,039 | $677.1K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 13,215 | $686.3K | 0.30% | −3,050−18.8% | Reduced |
| Grove Bank & Trust | 13,261 | $688.6K | 0.15% | +111+0.8% | Added |
| Beverly Hills Private Wealth, LLC | 13,318 | $691.6K | 0.21% | +4,393+49.2% | Added |
| Principle Wealth Partners LLC | 13,366 | $694.1K | 0.07% | −1,080−7.5% | Reduced |
| Boit C F David | 13,000 | $700.2K | 0.48% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 13,498 | $700.9K | 0.31% | +13+0.1% | Added |
| Lake Street Advisors Group, LLC | 13,697 | $711.0K | 0.04% | +801+6.2% | Added |
| DMG Group, LLC | 13,636 | $718.6K | 0.73% | +2,887+26.9% | Added |
| Boston Private Wealth LLC | 13,861 | $719.8K | 0.01% | −2,053−12.9% | Reduced |
| Moloney Securities Asset Management, LLC | 13,915 | $722.6K | 0.13% | −1,493−9.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 13,933 | $724.0K | 0.03% | −395−2.8% | Reduced |
| Dearborn Partners LLC | 14,043 | $729.3K | 0.03% | −383−2.7% | Reduced |
| Old National Bancorp | 14,108 | $732.6K | 0.02% | +693+5.2% | Added |
| Global Retirement Partners, LLC | 13,235 | $734.4K | 0.04% | +525+4.1% | Added |
| Flputnam Investment Management Co | 14,217 | $738.3K | 0.02% | −21,701−60.4% | Reduced |
| River Street Advisors LLC | 14,350 | $745.2K | 0.73% | +190+1.3% | Added |
| FLC Capital Advisors | 14,403 | $747.9K | 0.23% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 14,453 | $750.5K | 0.20% | +1,578+12.3% | Added |
| Stock Yards Bank & Trust Co | 14,462 | $751.0K | 0.03% | −1,935−11.8% | Reduced |
| Delaney Dennis R | 14,472 | $751.5K | 0.64% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 14,610 | $758.7K | 0.30% | +361+2.5% | Added |
| Autumn Glory Partners, LLC | 14,624 | $759.4K | 0.65% | −39,589−73.0% | Reduced |
| Bank of Nova Scotia Trust Co | 14,700 | $763.4K | 0.08% | −18,744−56.0% | Reduced |
| LCM Capital Management Inc | 14,730 | $764.9K | 0.67% | +582+4.1% | Added |
| Bailard, Inc. | 14,860 | $771.7K | 0.03% | +1,351+10.0% | Added |
| Steward Partners Investment Advisory, LLC | 14,873 | $772.4K | 0.01% | −202−1.3% | Reduced |
| Douglas Lane & Associates, LLC | 14,976 | $777.7K | 0.01% | −595−3.8% | Reduced |
| Aberdeen Wealth Management LLC | 14,999 | $778.9K | 0.58% | +10.0% | Added |
| Axq Capital, LP | 15,054 | $781.8K | 0.31% | +15,054 | New |
| Vident Investment Advisory, LLC | 15,064 | $782.3K | 0.03% | +3,478+30.0% | Added |
| Murphy Pohlad Asset Management LLC | 15,082 | $783.2K | 0.32% | −200−1.3% | Reduced |
| Gamco Investors, Inc. Et Al | 15,237 | $791.3K | 0.01% | +95+0.6% | Added |
| Prime Capital Investment Advisors, LLC | 15,244 | $791.6K | 0.03% | +4,436+41.0% | Added |
| Capital Investment Counsel, Inc | 15,312 | $795.2K | 0.18% | −4,000−20.7% | Reduced |
| Shelton Capital Management | 15,323 | $795.7K | 0.03% | −25,339−62.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 15,343 | $796.7K | 0.50% | +21+0.1% | Added |
| True Wealth Design, LLC | 15,386 | $799.0K | 0.34% | +15,333+28,930.2% | Added |
| Israel Discount Bank of New York | 15,519 | $805.9K | 0.61% | −624−3.9% | Reduced |
| Phillips Wealth Planners LLC | 14,670 | $811.8K | 1.07% | +14,670 | New |