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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 10,549 | $547.8K | 0.02% | −252−2.3% | Reduced |
| Ieq Capital, LLC | 10,531 | $546.9K | 0.01% | +4,676+79.9% | Added |
| Five Oceans Advisors | 10,516 | $546.1K | 0.35% | −3,073−22.6% | Reduced |
| Legacy Financial Advisors, Inc. | 10,502 | $545.4K | 0.11% | +1,112+11.8% | Added |
| Evergreen Capital Management LLC | 10,460 | $543.2K | 0.02% | +174+1.7% | Added |
| Old North State Trust, LLC | 10,452 | $543.0K | 0.38% | 00.0% | Unchanged |
| Caldwell Trust Co | 10,438 | $542.0K | 0.08% | −40−0.4% | Reduced |
| Thrivent Financial for Lutherans | 10,413 | $541.0K | 0.00% | −123−1.2% | Reduced |
| Central Trust Co | 10,412 | $540.7K | 0.02% | −315−2.9% | Reduced |
| HB Wealth Management, LLC | 10,384 | $539.2K | 0.01% | +95+0.9% | Added |
| Chiron Capital Management, LLC | 10,300 | $534.9K | 0.37% | −1,700−14.2% | Reduced |
| Keudell/Morrison Wealth Management | 10,246 | $532.1K | 0.16% | −222−2.1% | Reduced |
| WR Wealth Planners, LLC | 10,174 | $528.3K | 0.23% | +1,463+16.8% | Added |
| Wealthspire Advisors, LLC | 10,126 | $525.8K | 0.01% | −4,279−29.7% | Reduced |
| Reitz Capital Advisors LLC | 10,085 | $523.7K | 0.48% | −145−1.4% | Reduced |
| Boyd Watterson Asset Management LLC | 10,052 | $522.0K | 0.21% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 10,000 | $519.0K | 0.60% | +10,000 | New |
| Rbo & Co LLC | 9,994 | $519.0K | 0.09% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 9,987 | $518.6K | 0.16% | +396+4.1% | Added |
| King Luther Capital Management Corp | 9,944 | $516.4K | 0.00% | −159−1.6% | Reduced |
| IFG Advisory, LLC | 9,928 | $515.6K | 0.05% | −448−4.3% | Reduced |
| Eudaimonia Partners, LLC | 9,886 | $513.4K | 0.12% | −32−0.3% | Reduced |
| Intellectus Partners, LLC | 9,874 | $512.7K | 0.16% | −22−0.2% | Reduced |
| Twelve Points Wealth Management LLC | 9,867 | $512.4K | 0.29% | −152−1.5% | Reduced |
| Tiaa, FSB | 9,865 | $512.3K | 0.00% | −52−0.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,861 | $512.1K | 0.01% | −151−1.5% | Reduced |
| Private Trust Co NA | 9,842 | $511.1K | 0.07% | −58−0.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 9,831 | $510.5K | 0.37% | −319−3.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 9,817 | $509.8K | 0.14% | −233−2.3% | Reduced |
| Mather Group, LLC. | 9,804 | $509.1K | 0.01% | +4,256+76.7% | Added |
| Canandaigua National Bank & Trust Co | 9,745 | $506.0K | 0.09% | +9,745 | New |
| Fiduciary Group LLC | 9,738 | $505.7K | 0.07% | −674−6.5% | Reduced |
| Blueprint Investment Partners LLC | 9,727 | $505.1K | 0.12% | +5,043+107.7% | Added |
| LGL Partners, LLC | 9,710 | $504.2K | 0.09% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 9,700 | $503.7K | 0.62% | +9,700 | New |
| Allworth Financial LP | 9,648 | $501.0K | 0.01% | +168+1.8% | Added |
| PDS Planning, Inc | 9,614 | $499.3K | 0.07% | +2,020+26.6% | Added |
| RS Crum Inc. | 9,549 | $495.9K | 0.19% | −1,404−12.8% | Reduced |
| Keystone Financial Services | 9,511 | $493.9K | 0.26% | −91−0.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,497 | $493.2K | 0.06% | +9,497 | New |
| PAX Financial Group, LLC | 9,494 | $493.0K | 0.12% | −469−4.7% | Reduced |
| Ergoteles LLC | 9,488 | $492.7K | 0.02% | +9,488 | New |
| Hartford Investment Management Co | 9,454 | $490.9K | 0.02% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 9,339 | $485.0K | 0.01% | +9,339 | New |
| Cladis Investment Advisory, LLC | 9,334 | $484.7K | 0.44% | +3,001+47.4% | Added |
| Penserra Capital Management LLC | 9,339 | $484.0K | 0.01% | +6,792+266.7% | Added |
| WCM Investment Management, LLC | 9,258 | $480.8K | 0.00% | +115+1.3% | Added |
| Sound View Wealth Advisors Group, LLC | 9,230 | $479.3K | 0.07% | +711+8.3% | Added |
| Dana Investment Advisors, Inc. | 9,200 | $477.8K | 0.02% | −1,773−16.2% | Reduced |
| Retirement Guys Formula LLC | 9,188 | $477.1K | 0.34% | +51+0.6% | Added |
| Stonnington Group, LLC | 8,812 | $476.8K | 0.12% | +2,401+37.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 9,176 | $476.5K | 0.26% | +3,180+53.0% | Added |
| Cypress Asset Management Inc | 9,148 | $475.1K | 0.16% | 00.0% | Unchanged |
| Intrua Financial, LLC | 8,739 | $473.7K | 0.10% | +2,264+35.0% | Added |
| Sage Rhino Capital LLC | 9,112 | $473.2K | 0.14% | +340+3.9% | Added |
| Future Financial Wealth Managment LLC | 8,874 | $467.7K | 0.52% | −6,011−40.4% | Reduced |
| Boston Trust Walden Corp | 9,005 | $467.6K | 0.00% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 8,927 | $463.6K | 0.30% | −210−2.3% | Reduced |
| South State Corp. | 8,901 | $462.2K | 0.04% | −57−0.6% | Reduced |
| Kingsview Wealth Management, LLC | 8,836 | $458.9K | 0.02% | −195−2.2% | Reduced |
| Spinnaker Trust | 8,835 | $458.8K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,711 | $452.4K | 0.01% | −65−0.7% | Reduced |
| Cohen Investment Advisors LLC | 8,682 | $450.9K | 0.36% | +382+4.6% | Added |
| Abbrea Capital, LLC | 8,625 | $448.0K | 0.08% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 8,575 | $445.3K | 0.04% | +3,328+63.4% | Added |
| Allen Investment Management LLC | 8,524 | $442.7K | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 8,506 | $442.0K | 0.00% | +312+3.8% | Added |
| Crescent Grove Advisors, LLC | 8,498 | $441.3K | 0.05% | +30.0% | Added |
| Pitcairn Co | 8,493 | $441.0K | 0.04% | +260+3.2% | Added |
| Wrapmanager Inc | 8,468 | $439.7K | 0.14% | +711+9.2% | Added |
| Chicago Capital, LLC | 8,434 | $438.0K | 0.02% | 00.0% | Unchanged |
| Human Investing LLC | 8,413 | $436.9K | 0.11% | −980−10.4% | Reduced |
| Atlantic Union Bankshares Corp | 8,334 | $432.8K | 0.05% | −948−10.2% | Reduced |
| West Family Investments, Inc. | 8,302 | $431.1K | 0.17% | 00.0% | Unchanged |
| Center For Asset Management LLC | 8,280 | $430.0K | 0.42% | +139+1.7% | Added |
| Tranquilli Financial Advisor LLC | 8,270 | $429.5K | 0.32% | +613+8.0% | Added |
| Solidarilty Wealth, LLC | 8,193 | $425.5K | 0.19% | +8,193 | New |
| WealthTrust Axiom LLC | 8,163 | $423.9K | 0.14% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 8,126 | $422.0K | 0.04% | +3,183+64.4% | Added |
| Malaga Cove Capital, LLC | 8,074 | $419.3K | 0.21% | +12+0.1% | Added |
| Rehmann Capital Advisory Group | 8,055 | $418.3K | 0.04% | −205−2.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 8,048 | $417.9K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,028 | $416.9K | 0.02% | +8,028 | New |
| Riverwater Partners LLC | 7,980 | $414.4K | 0.38% | −1,365−14.6% | Reduced |
| Lincoln Capital LLC | 7,944 | $412.5K | 0.11% | −125−1.5% | Reduced |
| Mitchell Sinkler & Starr | 7,845 | $407.4K | 0.12% | +1,601+25.6% | Added |
| DFPG Investments, LLC | 7,834 | $406.8K | 0.04% | +2,142+37.6% | Added |
| HSBC Holdings PLC | 7,825 | $406.4K | 0.00% | −24,890−76.1% | Reduced |
| Kenfarb & Co. | 7,800 | $405.1K | 0.36% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,762 | $403.1K | 0.01% | −5,771−42.6% | Reduced |
| Red Door Wealth Management, LLC | 7,745 | $402.2K | 0.13% | +3,456+80.6% | Added |
| Icon Wealth Partners, LLC | 7,677 | $398.7K | 0.04% | +7,677 | New |
| Principal Street Partners, LLC | 7,660 | $397.8K | 0.10% | −868−10.2% | Reduced |
| Daymark Wealth Partners, LLC | 7,654 | $397.5K | 0.05% | +3,382+79.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,595 | $394.4K | 0.07% | −1,586−17.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,806 | $393.0K | 0.01% | 00.0% | Unchanged |
| Farmers National Bank | 7,559 | $392.5K | 0.14% | −150−1.9% | Reduced |
| Country Club Bank | 7,545 | $392.2K | 0.03% | −133−1.7% | Reduced |
| Farmers & Merchants Investments Inc | 7,507 | $389.8K | 0.02% | +456+6.5% | Added |
| Searle & Co. | 7,000 | $388.7K | 0.13% | 00.0% | Unchanged |