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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 85,928 | $4.46M | 0.38% | +13,801+19.1% | Added |
| Clear Street Markets LLC | 84,724 | $4.40M | 1.22% | +84,124+14,020.7% | Added |
| Coston, McIsaac & Partners | 84,690 | $4.40M | 1.64% | +4,806+6.0% | Added |
| Snowden Capital Advisors LLC | 83,911 | $4.36M | 0.17% | +297+0.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 83,345 | $4.33M | 1.73% | +560+0.7% | Added |
| Headinvest, LLC | 83,318 | $4.33M | 0.95% | +85+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 82,510 | $4.28M | 0.19% | +2,438+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 82,410 | $4.28M | 0.01% | +1,318+1.6% | Added |
| Atria Investments LLC | 80,922 | $4.20M | 0.08% | −1,511−1.8% | Reduced |
| Davenport & Co LLC | 80,590 | $4.19M | 0.03% | +2,941+3.8% | Added |
| Assetmark, Inc | 80,368 | $4.17M | 0.02% | +11,981+17.5% | Added |
| Chartwell Investment Partners, LLC | 80,083 | $4.16M | 0.16% | +2,162+2.8% | Added |
| Timber Creek Capital Management LLC | 79,520 | $4.13M | 1.47% | +7,000+9.7% | Added |
| Sandy Spring Bank | 77,920 | $4.05M | 0.23% | −2,465−3.1% | Reduced |
| SYSTM Wealth Solutions LLC | 77,434 | $4.02M | 0.62% | −9,037−10.5% | Reduced |
| Foundations Investment Advisors, LLC | 76,887 | $3.99M | 0.14% | +57,040+287.4% | Added |
| Cambridge Trust Co | 76,843 | $3.99M | 0.19% | −3,511−4.4% | Reduced |
| Bonness Enterprises Inc | 76,040 | $3.95M | 1.76% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 76,780 | $3.87M | 0.17% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 74,341 | $3.86M | 0.05% | +3,814+5.4% | Added |
| Invesco Ltd. | 74,144 | $3.85M | 0.00% | −464,097−86.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 73,230 | $3.80M | 0.04% | −2,672−3.5% | Reduced |
| Kanawha Capital Management LLC | 72,448 | $3.76M | 0.36% | +1,129+1.6% | Added |
| Meritage Portfolio Management | 72,141 | $3.75M | 0.28% | +1,813+2.6% | Added |
| Atria Wealth Solutions, Inc. | 71,979 | $3.74M | 0.06% | +582+0.8% | Added |
| Kestra Advisory Services, LLC | 71,803 | $3.73M | 0.04% | −36,331−33.6% | Reduced |
| TD Waterhouse Canada Inc. | 67,965 | $3.71M | 0.04% | +1,780+2.7% | Added |
| Beacon Financial Group | 69,254 | $3.71M | 0.52% | −1,065−1.5% | Reduced |
| AMG National Trust Bank | 71,396 | $3.71M | 0.13% | −315−0.4% | Reduced |
| Courier Capital LLC | 71,095 | $3.69M | 0.41% | −1,171−1.6% | Reduced |
| Beach Investment Counsel Inc | 70,332 | $3.65M | 0.49% | 00.0% | Unchanged |
| Perpetual Ltd | 70,213 | $3.65M | 0.03% | +70,213 | New |
| 44 Wealth Management LLC | 69,955 | $3.63M | 1.23% | +3,538+5.3% | Added |
| Regions Financial Corp | 69,491 | $3.61M | 0.03% | +2,051+3.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 69,300 | $3.60M | 0.42% | +21,047+43.6% | Added |
| Keybank National Association | 68,332 | $3.55M | 0.02% | +526+0.8% | Added |
| Jefferies Financial Group Inc. | 67,500 | $3.51M | 0.07% | +67,500 | New |
| Raymond James Trust N.A. | 67,008 | $3.48M | 0.11% | +1,156+1.8% | Added |
| Wetherby Asset Management Inc | 66,693 | $3.46M | 0.20% | −5,554−7.7% | Reduced |
| GYL Financial Synergies, LLC | 65,589 | $3.41M | 0.41% | +65,589 | New |
| Cary Street Partners Asset Management LLC | 65,481 | $3.40M | 0.64% | −2,874−4.2% | Reduced |
| apricus wealth, LLC | 64,903 | $3.37M | 3.07% | +2,366+3.8% | Added |
| Advisors Management Group Inc | 64,550 | $3.35M | 1.07% | +492+0.8% | Added |
| Prentiss Smith & Co Inc | 63,216 | $3.28M | 2.44% | −1,980−3.0% | Reduced |
| Heartland Advisors Inc | 62,833 | $3.26M | 0.20% | +723+1.2% | Added |
| Keene & Associates, Inc. | 62,763 | $3.26M | 2.53% | +5,136+8.9% | Added |
| Pittenger & Anderson Inc | 62,680 | $3.25M | 0.17% | 00.0% | Unchanged |
| Dakota Wealth Management | 62,646 | $3.25M | 0.22% | −449−0.7% | Reduced |
| GSB Wealth Management, LLC | 61,798 | $3.21M | 1.05% | −11,331−15.5% | Reduced |
| Arlington Partners LLC | 61,168 | $3.18M | 0.45% | −2,535−4.0% | Reduced |
| Royce & Associates LP | 61,000 | $3.17M | 0.03% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 60,861 | $3.16M | 2.99% | −1,121−1.8% | Reduced |
| Naples Global Advisors, LLC | 59,724 | $3.10M | 0.39% | +1,205+2.1% | Added |
| Strategic Advisors LLC | 59,299 | $3.08M | 0.62% | +10.0% | Added |
| Old Port Advisors | 57,743 | $3.08M | 1.11% | −532−0.9% | Reduced |
| Oppenheimer & Co Inc | 59,207 | $3.07M | 0.07% | −108−0.2% | Reduced |
| Tevis Investment Management | 58,620 | $3.04M | 3.09% | +314+0.5% | Added |
| Gilman Hill Asset Management, LLC | 57,527 | $2.99M | 0.61% | +8,068+16.3% | Added |
| Arvest Trust Co N A | 57,230 | $2.97M | 0.19% | +13,410+30.6% | Added |
| Anchor Capital Advisors LLC | 57,159 | $2.97M | 0.08% | +650+1.2% | Added |
| M. Kulyk & Associates, LLC | 56,795 | $2.95M | 0.89% | +1,086+1.9% | Added |
| EP Wealth Advisors, LLC | 83,494 | $2.94M | 0.06% | +79,461+1,970.3% | Added |
| State Street Corp | 56,337 | $2.93M | 0.00% | +11,762+26.4% | Added |
| Private Advisor Group, LLC | 55,901 | $2.90M | 0.03% | −13,044−18.9% | Reduced |
| Peapack Gladstone Financial Corp | 55,510 | $2.87M | 0.05% | +133+0.2% | Added |
| Bard Financial Services, Inc. | 55,245 | $2.87M | 0.23% | −9,670−14.9% | Reduced |
| Costello Asset Management, INC | 54,900 | $2.85M | 2.93% | −1,200−2.1% | Reduced |
| CIBC Asset Management Inc | 54,766 | $2.84M | 0.01% | +630+1.2% | Added |
| Hall Laurie J Trustee | 54,581 | $2.83M | 1.21% | +1,224+2.3% | Added |
| Stephens Inc | 54,431 | $2.83M | 0.05% | +4,892+9.9% | Added |
| Allen Capital Group, LLC | 54,417 | $2.83M | 0.54% | +54,417 | New |
| CAPROCK Group, Inc. | 53,561 | $2.78M | 0.22% | +6,645+14.2% | Added |
| Smithbridge Asset Management Inc | 52,923 | $2.75M | 0.69% | +4,996+10.4% | Added |
| Glenmede Trust Co NA | 52,853 | $2.74M | 0.02% | +529+1.0% | Added |
| Inlet Private Wealth, LLC | 52,522 | $2.73M | 0.71% | −800−1.5% | Reduced |
| Sigma Planning Corp | 51,811 | $2.69M | 0.09% | −1,956−3.6% | Reduced |
| Trust Co of Vermont | 51,648 | $2.68M | 0.19% | −242−0.5% | Reduced |
| Pathstone Family Office, LLC | 51,808 | $2.67M | 0.04% | −7,049−12.0% | Reduced |
| Veriti Management LLC | 51,135 | $2.66M | 0.32% | +1,163+2.3% | Added |
| Rodgers Brothers Inc. | 51,108 | $2.65M | 0.51% | +500+1.0% | Added |
| Park Avenue Securities LLC | 50,699 | $2.63M | 0.05% | +4,462+9.7% | Added |
| HM Payson & Co | 50,695 | $2.63M | 0.06% | −3,909−7.2% | Reduced |
| We Are One Seven, LLC | 50,261 | $2.61M | 0.17% | +1,633+3.4% | Added |
| Pinkerton Retirement Specialists, LLC | 50,079 | $2.60M | 0.49% | +1,212+2.5% | Added |
| Kovitz Investment Group Partners, LLC | 49,649 | $2.58M | 0.04% | −35,321−41.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 49,528 | $2.57M | 0.04% | +4,881+10.9% | Added |
| Benedict Financial Advisors Inc | 49,422 | $2.57M | 0.72% | +122+0.2% | Added |
| Logan Capital Management Inc | 49,331 | $2.56M | 0.12% | +2,600+5.6% | Added |
| Lineweaver Wealth Advisors, LLC | 49,288 | $2.56M | 0.79% | +40,290+447.8% | Added |
| Callahan Advisors, LLC | 49,135 | $2.55M | 0.33% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 48,894 | $2.54M | 0.01% | −18,557−27.5% | Reduced |
| Horizon Investments, LLC | 48,683 | $2.53M | 0.07% | +1,017+2.1% | Added |
| Ethic Inc. | 48,581 | $2.52M | 0.10% | −215−0.4% | Reduced |
| Hemenway Trust Co LLC | 48,227 | $2.50M | 0.27% | −16,236−25.2% | Reduced |
| Advisory Services Network, LLC | 47,135 | $2.45M | 0.07% | −2,460−5.0% | Reduced |
| Thomasville National Bank | 46,631 | $2.42M | 0.25% | +192+0.4% | Added |
| SevenBridge Financial Group, LLC | 45,917 | $2.38M | 0.66% | +1,030+2.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 45,537 | $2.36M | 0.01% | +2,875+6.7% | Added |
| Deutsche Bank AG | 45,439 | $2.36M | 0.00% | +1,492+3.4% | Added |
| Rockefeller Capital Management L.P. | 44,840 | $2.33M | 0.01% | +1,021+2.3% | Added |