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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 44,337 | $2.30M | 0.05% | −333−0.7% | Reduced |
| Whittier Trust Co | 44,535 | $2.31M | 0.04% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 44,641 | $2.32M | 0.30% | +4,259+10.5% | Added |
| Van Leeuwen & Company, LLC | 44,718 | $2.32M | 1.56% | +311+0.7% | Added |
| Rockefeller Capital Management L.P. | 44,840 | $2.33M | 0.01% | +1,021+2.3% | Added |
| Deutsche Bank AG | 45,439 | $2.36M | 0.00% | +1,492+3.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 45,537 | $2.36M | 0.01% | +2,875+6.7% | Added |
| SevenBridge Financial Group, LLC | 45,917 | $2.38M | 0.66% | +1,030+2.3% | Added |
| Thomasville National Bank | 46,631 | $2.42M | 0.25% | +192+0.4% | Added |
| Advisory Services Network, LLC | 47,135 | $2.45M | 0.07% | −2,460−5.0% | Reduced |
| Hemenway Trust Co LLC | 48,227 | $2.50M | 0.27% | −16,236−25.2% | Reduced |
| Ethic Inc. | 48,581 | $2.52M | 0.10% | −215−0.4% | Reduced |
| Horizon Investments, LLC | 48,683 | $2.53M | 0.07% | +1,017+2.1% | Added |
| 1832 Asset Management L.P. | 48,894 | $2.54M | 0.01% | −18,557−27.5% | Reduced |
| Callahan Advisors, LLC | 49,135 | $2.55M | 0.33% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 49,288 | $2.56M | 0.79% | +40,290+447.8% | Added |
| Logan Capital Management Inc | 49,331 | $2.56M | 0.12% | +2,600+5.6% | Added |
| Benedict Financial Advisors Inc | 49,422 | $2.57M | 0.72% | +122+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 49,528 | $2.57M | 0.04% | +4,881+10.9% | Added |
| Kovitz Investment Group Partners, LLC | 49,649 | $2.58M | 0.04% | −35,321−41.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 50,079 | $2.60M | 0.49% | +1,212+2.5% | Added |
| We Are One Seven, LLC | 50,261 | $2.61M | 0.17% | +1,633+3.4% | Added |
| HM Payson & Co | 50,695 | $2.63M | 0.06% | −3,909−7.2% | Reduced |
| Park Avenue Securities LLC | 50,699 | $2.63M | 0.05% | +4,462+9.7% | Added |
| Rodgers Brothers Inc. | 51,108 | $2.65M | 0.51% | +500+1.0% | Added |
| Veriti Management LLC | 51,135 | $2.66M | 0.32% | +1,163+2.3% | Added |
| Pathstone Family Office, LLC | 51,808 | $2.67M | 0.04% | −7,049−12.0% | Reduced |
| Trust Co of Vermont | 51,648 | $2.68M | 0.19% | −242−0.5% | Reduced |
| Sigma Planning Corp | 51,811 | $2.69M | 0.09% | −1,956−3.6% | Reduced |
| Inlet Private Wealth, LLC | 52,522 | $2.73M | 0.71% | −800−1.5% | Reduced |
| Glenmede Trust Co NA | 52,853 | $2.74M | 0.02% | +529+1.0% | Added |
| Smithbridge Asset Management Inc | 52,923 | $2.75M | 0.69% | +4,996+10.4% | Added |
| CAPROCK Group, Inc. | 53,561 | $2.78M | 0.22% | +6,645+14.2% | Added |
| Allen Capital Group, LLC | 54,417 | $2.83M | 0.54% | +54,417 | New |
| Stephens Inc | 54,431 | $2.83M | 0.05% | +4,892+9.9% | Added |
| Hall Laurie J Trustee | 54,581 | $2.83M | 1.21% | +1,224+2.3% | Added |
| CIBC Asset Management Inc | 54,766 | $2.84M | 0.01% | +630+1.2% | Added |
| Costello Asset Management, INC | 54,900 | $2.85M | 2.93% | −1,200−2.1% | Reduced |
| Bard Financial Services, Inc. | 55,245 | $2.87M | 0.23% | −9,670−14.9% | Reduced |
| Peapack Gladstone Financial Corp | 55,510 | $2.87M | 0.05% | +133+0.2% | Added |
| Private Advisor Group, LLC | 55,901 | $2.90M | 0.03% | −13,044−18.9% | Reduced |
| State Street Corp | 56,337 | $2.93M | 0.00% | +11,762+26.4% | Added |
| EP Wealth Advisors, LLC | 83,494 | $2.94M | 0.06% | +79,461+1,970.3% | Added |
| M. Kulyk & Associates, LLC | 56,795 | $2.95M | 0.89% | +1,086+1.9% | Added |
| Anchor Capital Advisors LLC | 57,159 | $2.97M | 0.08% | +650+1.2% | Added |
| Arvest Trust Co N A | 57,230 | $2.97M | 0.19% | +13,410+30.6% | Added |
| Gilman Hill Asset Management, LLC | 57,527 | $2.99M | 0.61% | +8,068+16.3% | Added |
| Tevis Investment Management | 58,620 | $3.04M | 3.09% | +314+0.5% | Added |
| Oppenheimer & Co Inc | 59,207 | $3.07M | 0.07% | −108−0.2% | Reduced |
| Old Port Advisors | 57,743 | $3.08M | 1.11% | −532−0.9% | Reduced |
| Strategic Advisors LLC | 59,299 | $3.08M | 0.62% | +10.0% | Added |
| Naples Global Advisors, LLC | 59,724 | $3.10M | 0.39% | +1,205+2.1% | Added |
| Kennon-Green & Company, LLC | 60,861 | $3.16M | 2.99% | −1,121−1.8% | Reduced |
| Royce & Associates LP | 61,000 | $3.17M | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 61,168 | $3.18M | 0.45% | −2,535−4.0% | Reduced |
| GSB Wealth Management, LLC | 61,798 | $3.21M | 1.05% | −11,331−15.5% | Reduced |
| Dakota Wealth Management | 62,646 | $3.25M | 0.22% | −449−0.7% | Reduced |
| Pittenger & Anderson Inc | 62,680 | $3.25M | 0.17% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 62,763 | $3.26M | 2.53% | +5,136+8.9% | Added |
| Heartland Advisors Inc | 62,833 | $3.26M | 0.20% | +723+1.2% | Added |
| Prentiss Smith & Co Inc | 63,216 | $3.28M | 2.44% | −1,980−3.0% | Reduced |
| Advisors Management Group Inc | 64,550 | $3.35M | 1.07% | +492+0.8% | Added |
| apricus wealth, LLC | 64,903 | $3.37M | 3.07% | +2,366+3.8% | Added |
| Cary Street Partners Asset Management LLC | 65,481 | $3.40M | 0.64% | −2,874−4.2% | Reduced |
| GYL Financial Synergies, LLC | 65,589 | $3.41M | 0.41% | +65,589 | New |
| Wetherby Asset Management Inc | 66,693 | $3.46M | 0.20% | −5,554−7.7% | Reduced |
| Raymond James Trust N.A. | 67,008 | $3.48M | 0.11% | +1,156+1.8% | Added |
| Jefferies Financial Group Inc. | 67,500 | $3.51M | 0.07% | +67,500 | New |
| Keybank National Association | 68,332 | $3.55M | 0.02% | +526+0.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 69,300 | $3.60M | 0.42% | +21,047+43.6% | Added |
| Regions Financial Corp | 69,491 | $3.61M | 0.03% | +2,051+3.0% | Added |
| 44 Wealth Management LLC | 69,955 | $3.63M | 1.23% | +3,538+5.3% | Added |
| Perpetual Ltd | 70,213 | $3.65M | 0.03% | +70,213 | New |
| Beach Investment Counsel Inc | 70,332 | $3.65M | 0.49% | 00.0% | Unchanged |
| Courier Capital LLC | 71,095 | $3.69M | 0.41% | −1,171−1.6% | Reduced |
| AMG National Trust Bank | 71,396 | $3.71M | 0.13% | −315−0.4% | Reduced |
| Beacon Financial Group | 69,254 | $3.71M | 0.52% | −1,065−1.5% | Reduced |
| TD Waterhouse Canada Inc. | 67,965 | $3.71M | 0.04% | +1,780+2.7% | Added |
| Kestra Advisory Services, LLC | 71,803 | $3.73M | 0.04% | −36,331−33.6% | Reduced |
| Atria Wealth Solutions, Inc. | 71,979 | $3.74M | 0.06% | +582+0.8% | Added |
| Meritage Portfolio Management | 72,141 | $3.75M | 0.28% | +1,813+2.6% | Added |
| Kanawha Capital Management LLC | 72,448 | $3.76M | 0.36% | +1,129+1.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 73,230 | $3.80M | 0.04% | −2,672−3.5% | Reduced |
| Invesco Ltd. | 74,144 | $3.85M | 0.00% | −464,097−86.2% | Reduced |
| Avantax Advisory Services, Inc. | 74,341 | $3.86M | 0.05% | +3,814+5.4% | Added |
| FDx Advisors, Inc. | 76,780 | $3.87M | 0.17% | 00.0% | Unchanged |
| Bonness Enterprises Inc | 76,040 | $3.95M | 1.76% | 00.0% | Unchanged |
| Cambridge Trust Co | 76,843 | $3.99M | 0.19% | −3,511−4.4% | Reduced |
| Foundations Investment Advisors, LLC | 76,887 | $3.99M | 0.14% | +57,040+287.4% | Added |
| SYSTM Wealth Solutions LLC | 77,434 | $4.02M | 0.62% | −9,037−10.5% | Reduced |
| Sandy Spring Bank | 77,920 | $4.05M | 0.23% | −2,465−3.1% | Reduced |
| Timber Creek Capital Management LLC | 79,520 | $4.13M | 1.47% | +7,000+9.7% | Added |
| Chartwell Investment Partners, LLC | 80,083 | $4.16M | 0.16% | +2,162+2.8% | Added |
| Assetmark, Inc | 80,368 | $4.17M | 0.02% | +11,981+17.5% | Added |
| Davenport & Co LLC | 80,590 | $4.19M | 0.03% | +2,941+3.8% | Added |
| Atria Investments LLC | 80,922 | $4.20M | 0.08% | −1,511−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 82,410 | $4.28M | 0.01% | +1,318+1.6% | Added |
| Vestmark Advisory Solutions, Inc. | 82,510 | $4.28M | 0.19% | +2,438+3.0% | Added |
| Headinvest, LLC | 83,318 | $4.33M | 0.95% | +85+0.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 83,345 | $4.33M | 1.73% | +560+0.7% | Added |