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 |
|---|---|---|---|---|---|
| Wealth Alliance | 16,547 | $859.3K | 0.14% | +286+1.8% | Added |
| Exchange Capital Management, Inc. | 16,367 | $849.9K | 0.17% | +2,525+18.2% | Added |
| Park Place Capital Corp | 16,250 | $843.9K | 0.24% | +60.0% | Added |
| Woodmont Investment Counsel LLC | 16,013 | $831.6K | 0.09% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 14,670 | $811.8K | 1.07% | +14,670 | New |
| Israel Discount Bank of New York | 15,519 | $805.9K | 0.61% | −624−3.9% | Reduced |
| True Wealth Design, LLC | 15,386 | $799.0K | 0.34% | +15,333+28,930.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,343 | $796.7K | 0.50% | +21+0.1% | Added |
| Shelton Capital Management | 15,323 | $795.7K | 0.03% | −25,339−62.3% | Reduced |
| Capital Investment Counsel, Inc | 15,312 | $795.2K | 0.18% | −4,000−20.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,244 | $791.6K | 0.03% | +4,436+41.0% | Added |
| Gamco Investors, Inc. Et Al | 15,237 | $791.3K | 0.01% | +95+0.6% | Added |
| Murphy Pohlad Asset Management LLC | 15,082 | $783.2K | 0.32% | −200−1.3% | Reduced |
| Vident Investment Advisory, LLC | 15,064 | $782.3K | 0.03% | +3,478+30.0% | Added |
| Axq Capital, LP | 15,054 | $781.8K | 0.31% | +15,054 | New |
| Aberdeen Wealth Management LLC | 14,999 | $778.9K | 0.58% | +10.0% | Added |
| Douglas Lane & Associates, LLC | 14,976 | $777.7K | 0.01% | −595−3.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,873 | $772.4K | 0.01% | −202−1.3% | Reduced |
| Bailard, Inc. | 14,860 | $771.7K | 0.03% | +1,351+10.0% | Added |
| LCM Capital Management Inc | 14,730 | $764.9K | 0.67% | +582+4.1% | Added |
| Bank of Nova Scotia Trust Co | 14,700 | $763.4K | 0.08% | −18,744−56.0% | Reduced |
| Autumn Glory Partners, LLC | 14,624 | $759.4K | 0.65% | −39,589−73.0% | Reduced |
| D.B. Root & Company, LLC | 14,610 | $758.7K | 0.30% | +361+2.5% | Added |
| Delaney Dennis R | 14,472 | $751.5K | 0.64% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 14,462 | $751.0K | 0.03% | −1,935−11.8% | Reduced |
| Vise Technologies, Inc. | 14,453 | $750.5K | 0.20% | +1,578+12.3% | Added |
| FLC Capital Advisors | 14,403 | $747.9K | 0.23% | 00.0% | Unchanged |
| River Street Advisors LLC | 14,350 | $745.2K | 0.73% | +190+1.3% | Added |
| Flputnam Investment Management Co | 14,217 | $738.3K | 0.02% | −21,701−60.4% | Reduced |
| Global Retirement Partners, LLC | 13,235 | $734.4K | 0.04% | +525+4.1% | Added |
| Old National Bancorp | 14,108 | $732.6K | 0.02% | +693+5.2% | Added |
| Dearborn Partners LLC | 14,043 | $729.3K | 0.03% | −383−2.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 13,933 | $724.0K | 0.03% | −395−2.8% | Reduced |
| Moloney Securities Asset Management, LLC | 13,915 | $722.6K | 0.13% | −1,493−9.7% | Reduced |
| Boston Private Wealth LLC | 13,861 | $719.8K | 0.01% | −2,053−12.9% | Reduced |
| DMG Group, LLC | 13,636 | $718.6K | 0.73% | +2,887+26.9% | Added |
| Lake Street Advisors Group, LLC | 13,697 | $711.0K | 0.04% | +801+6.2% | Added |
| Jeppson Wealth Management, LLC | 13,498 | $700.9K | 0.31% | +13+0.1% | Added |
| Boit C F David | 13,000 | $700.2K | 0.48% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 13,366 | $694.1K | 0.07% | −1,080−7.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 13,318 | $691.6K | 0.21% | +4,393+49.2% | Added |
| Grove Bank & Trust | 13,261 | $688.6K | 0.15% | +111+0.8% | Added |
| Independence Bank of Kentucky | 13,215 | $686.3K | 0.30% | −3,050−18.8% | Reduced |
| Choate Investment Advisors | 13,039 | $677.1K | 0.03% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 13,025 | $676.4K | 0.48% | +1,650+14.5% | Added |
| Procyon Private Wealth Partners, LLC | 12,994 | $674.8K | 0.11% | −62−0.5% | Reduced |
| Abundance Wealth Counselors | 12,987 | $674.0K | 0.17% | +3,746+40.5% | Added |
| InTrack Investment Management Inc | 12,650 | $669.7K | 0.61% | −1,102−8.0% | Reduced |
| North Star Investment Management Corp. | 12,834 | $666.5K | 0.05% | −50.0% | Reduced |
| Marcum Wealth, LLC | 12,785 | $663.9K | 0.08% | +341+2.7% | Added |
| Covenant Partners, LLC | 12,772 | $663.3K | 0.25% | −1,399−9.9% | Reduced |
| Vigilant Capital Management, LLC | 12,746 | $662.0K | 0.05% | −1,000−7.3% | Reduced |
| Court Place Advisors, LLC | 12,718 | $660.4K | 0.24% | −550−4.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 12,655 | $657.0K | 0.02% | 00.0% | Unchanged |
| Range Financial Group LLC | 12,537 | $651.0K | 0.43% | −521−4.0% | Reduced |
| Excalibur Management Corp | 12,479 | $648.0K | 0.34% | +50.0% | Added |
| Robertson Stephens Wealth Management, LLC | 12,438 | $645.9K | 0.05% | +648+5.5% | Added |
| ICA Group Wealth Management, LLC | 12,353 | $641.5K | 0.15% | −70−0.6% | Reduced |
| Hanson & Doremus Investment Management | 12,331 | $640.0K | 0.14% | −5,832−32.1% | Reduced |
| Chemistry Wealth Management LLC | 12,305 | $639.0K | 0.22% | +683+5.9% | Added |
| Ronald Blue Trust, Inc. | 12,568 | $632.0K | 0.01% | +3,518+38.9% | Added |
| Strategic Global Advisors, LLC | 12,145 | $630.7K | 0.10% | −335−2.7% | Reduced |
| Roman Butler Fullerton & Co | 11,385 | $622.8K | 0.31% | −186−1.6% | Reduced |
| Cozad Asset Management Inc | 11,977 | $622.0K | 0.08% | −330−2.7% | Reduced |
| Thoroughbred Financial Services, LLC | 11,946 | $620.0K | 0.09% | +8+0.1% | Added |
| Continuum Advisory, LLC | 11,917 | $618.8K | 0.11% | +127+1.1% | Added |
| Clarius Group, LLC | 11,900 | $618.0K | 0.05% | −148−1.2% | Reduced |
| Ridgewood Investments LLC | 11,868 | $616.3K | 0.38% | −2,077−14.9% | Reduced |
| First Affirmative Financial Network | 11,821 | $613.9K | 0.71% | +728+6.6% | Added |
| Mill Creek Capital Advisors, LLC | 11,803 | $612.9K | 0.02% | +4,794+68.4% | Added |
| BCGM Wealth Management, LLC | 11,755 | $610.4K | 0.31% | +11,755 | New |
| Toroso Investments, LLC | 11,709 | $608.0K | 0.02% | +1,075+10.1% | Added |
| Proequities, Inc. | 11,562 | $600.4K | 0.05% | −868−7.0% | Reduced |
| Salvus Wealth Management, LLC | 11,485 | $596.4K | 0.48% | 00.0% | Unchanged |
| Graypoint LLC | 11,433 | $593.7K | 0.06% | −14,940−56.6% | Reduced |
| Manchester Capital Management LLC | 11,338 | $588.8K | 0.08% | −195−1.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 11,330 | $588.4K | 0.03% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 11,282 | $585.9K | 0.13% | +198+1.8% | Added |
| Joel Isaacson & Co., LLC | 11,278 | $585.7K | 0.04% | +10.0% | Added |
| Glenview Trust Co | 11,159 | $579.5K | 0.02% | +533+5.0% | Added |
| NewEdge Wealth, LLC | 11,140 | $578.5K | 0.02% | +4,411+65.6% | Added |
| Ausdal Financial Partners, Inc. | 11,115 | $577.2K | 0.08% | +93+0.8% | Added |
| Wellington Shields Capital Management, LLC | 11,110 | $576.9K | 0.07% | 00.0% | Unchanged |
| BancorpSouth Bank | 11,094 | $576.1K | 0.05% | −1,460−11.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,065 | $574.6K | 0.02% | +3,045+38.0% | Added |
| Physicians Financial Services, Inc. | 11,001 | $571.0K | 0.24% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 10,931 | $567.6K | 0.40% | +6+0.1% | Added |
| Powers Advisory Group, LLC | 10,928 | $567.5K | 0.40% | −67−0.6% | Reduced |
| Nuance Investments, LLC | 10,921 | $567.1K | 0.01% | −3,273−23.1% | Reduced |
| Ascent Wealth Partners, LLC | 11,694 | $564.5K | 0.11% | −8,784−42.9% | Reduced |
| IHT Wealth Management, LLC | 10,839 | $562.9K | 0.03% | −145−1.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 10,797 | $560.7K | 0.27% | −544−4.8% | Reduced |
| EPG Wealth Management LLC | 10,786 | $560.1K | 0.18% | +4,513+71.9% | Added |
| FRG Family Wealth Advisors LLC | 10,745 | $558.0K | 0.13% | −500−4.4% | Reduced |
| Drive Wealth Management, LLC | 10,735 | $557.5K | 0.23% | −1,422−11.7% | Reduced |
| Edge Capital Group, LLC | 10,721 | $556.7K | 0.03% | −10.0% | Reduced |
| Golden State Equity Partners | 10,696 | $555.4K | 0.30% | +10,696 | New |
| Coastline Trust Co | 10,640 | $552.5K | 0.08% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 10,615 | $551.0K | 0.04% | −146−1.4% | Reduced |
| Ameritas Advisory Services, LLC | 10,107 | $550.5K | 0.03% | −183−1.8% | Reduced |