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; 1,192 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 | 1,192 | $15.5B |
| Q1 2026 | 1,174 | $13.7B |
| Q4 2025 | 1,157 | $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 |
|---|---|---|---|---|---|
| Hyman Charles D | 7,465 | $388.0K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,468 | $387.8K | 0.01% | +1,934+34.9% | Added |
| Legacy Capital Wealth Partners, LLC | 7,435 | $386.1K | 0.11% | +7,435 | New |
| PFG Investments, LLC | 7,422 | $385.4K | 0.08% | +7,422 | New |
| Stratos Wealth Partners, LTD. | 7,372 | $382.8K | 0.01% | −1,338−15.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,362 | $382.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 7,362 | $382.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 7,350 | $381.7K | 0.05% | +247+3.5% | Added |
| Single Point Partners, LLC | 7,314 | $380.0K | 0.08% | +7,314 | New |
| FirstPurpose Wealth LLC | 7,291 | $378.6K | 0.19% | +485+7.1% | Added |
| Northwest Capital Management Inc | 7,246 | $376.3K | 0.18% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7,237 | $375.9K | 0.02% | +643+9.8% | Added |
| True North Advisors, LLC | 7,226 | $375.2K | 0.11% | +226+3.2% | Added |
| Moseley Investment Management Inc | 7,226 | $375.2K | 0.24% | +971+15.5% | Added |
| Bessemer Group Inc | 7,187 | $374.0K | 0.00% | −1,442−16.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,176 | $372.6K | 0.13% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 7,149 | $371.2K | 0.11% | −170−2.3% | Reduced |
| Herr Investment Group LLC | 7,068 | $367.0K | 0.09% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,048 | $366.0K | 0.03% | +913+14.9% | Added |
| Cypress Capital Group | 7,034 | $365.3K | 0.06% | 00.0% | Unchanged |
| Port Capital LLC | 7,000 | $364.0K | 0.02% | 00.0% | Unchanged |
| Fca Corp | 7,000 | $363.5K | 0.14% | −2,000−22.2% | Reduced |
| Connolly Sarah T. | 6,985 | $362.7K | 0.23% | −85−1.2% | Reduced |
| Fox Run Management, L.L.C. | 6,899 | $358.3K | 0.12% | +6,899 | New |
| Belpointe Asset Management LLC | 6,893 | $358.0K | 0.02% | −4,014−36.8% | Reduced |
| Apollon Wealth Management, LLC | 6,842 | $355.3K | 0.02% | −184−2.6% | Reduced |
| DGS Capital Management, LLC | 6,792 | $352.7K | 0.20% | −479−6.6% | Reduced |
| Empower Advisory Group, LLC | 6,688 | $352.5K | 0.00% | +6,688 | New |
| Summit X, LLC | 6,757 | $352.1K | 0.09% | +6,757 | New |
| Rathbone Brothers plc | 6,760 | $351.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 6,739 | $350.0K | 0.04% | +1,860+38.1% | Added |
| Financial Advisory Service, Inc. | 6,729 | $349.4K | 0.04% | −6−0.1% | Reduced |
| Boston Financial Mangement LLC | 6,702 | $348.0K | 0.01% | −300−4.3% | Reduced |
| Shorepoint Capital Partners LLC | 6,641 | $344.9K | 0.10% | −100−1.5% | Reduced |
| KC Investment Advisors, LLC | 6,630 | $344.0K | 0.32% | +932+16.4% | Added |
| Platform Technology Partners | 6,611 | $343.3K | 0.17% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 6,500 | $337.5K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 6,500 | $337.5K | 0.03% | +6,500 | New |
| Puzo Michael J | 6,499 | $337.5K | 0.11% | −4,425−40.5% | Reduced |
| Kidder Stephen W | 6,490 | $337.0K | 0.12% | −1,000−13.4% | Reduced |
| O'Brien Greene & Co. Inc | 6,479 | $336.0K | 0.13% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 6,432 | $334.0K | 0.28% | +6,432 | New |
| Delta Financial Advisors LLC | 6,415 | $333.1K | 0.16% | +4+0.1% | Added |
| Arden Trust Co | 6,426 | $333.0K | 0.06% | −1,997−23.7% | Reduced |
| Diligent Investors, LLC | 6,409 | $332.8K | 0.10% | +20.0% | Added |
| Cedar Brook Financial Partners, LLC | 6,397 | $332.2K | 0.09% | +473+8.0% | Added |
| Bradley Foster & Sargent Inc | 6,389 | $331.8K | 0.01% | +100+1.6% | Added |
| Mengis Capital Management, Inc. | 6,367 | $330.6K | 0.07% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,347 | $329.6K | 0.03% | −35−0.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 6,343 | $329.4K | 0.04% | +135+2.2% | Added |
| Centaurus Financial, Inc. | 6,340 | $329.0K | 0.03% | +1,826+40.5% | Added |
| Hazlett, Burt & Watson, Inc. | 6,322 | $328.0K | 0.27% | +450+7.7% | Added |
| Lion Street Advisors, LLC | 6,312 | $327.8K | 0.10% | +228+3.7% | Added |
| Aries Wealth Management | 6,309 | $327.6K | 0.13% | +700+12.5% | Added |
| Hummer Financial Advisory Services Inc | 6,250 | $324.6K | 0.35% | −63−1.0% | Reduced |
| Bedel Financial Consulting, Inc. | 6,210 | $322.5K | 0.08% | +567+10.0% | Added |
| Sittner & Nelson, LLC | 6,198 | $321.9K | 0.18% | −3,381−35.3% | Reduced |
| Schrum Private Wealth Management LLC | 6,161 | $320.0K | 0.37% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6,157 | $319.7K | 0.04% | +351+6.0% | Added |
| Stratos Wealth Advisors, LLC | 6,145 | $319.2K | 0.02% | −220−3.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 6,070 | $315.2K | 0.33% | +175+3.0% | Added |
| Renasant Bank | 6,039 | $313.6K | 0.24% | +137+2.3% | Added |
| Phocas Financial Corp. | 6,000 | $311.6K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5,954 | $309.2K | 0.17% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,941 | $308.5K | 0.10% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,919 | $307.4K | 0.04% | −212−3.5% | Reduced |
| EverSource Wealth Advisors, LLC | 5,838 | $303.2K | 0.04% | −393−6.3% | Reduced |
| Savant Capital, LLC | 5,800 | $301.2K | 0.01% | −14−0.2% | Reduced |
| Advisory Research Inc | 5,780 | $300.2K | 0.05% | +1,378+31.3% | Added |
| Knights of Columbus Asset Advisors LLC | 5,715 | $296.8K | 0.03% | +129+2.3% | Added |
| CVA Family Office, LLC | 5,698 | $295.9K | 0.07% | −209−3.5% | Reduced |
| Traphagen Investment Advisors LLC | 5,682 | $295.1K | 0.04% | −160−2.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 5,630 | $292.4K | 0.15% | +105+1.9% | Added |
| XTX Topco Ltd | 5,597 | $290.7K | 0.06% | −19,650−77.8% | Reduced |
| Addison Advisors LLC | 5,575 | $289.5K | 0.16% | −39−0.7% | Reduced |
| Atlas Brown,Inc. | 5,561 | $288.8K | 0.13% | +42+0.8% | Added |
| Sabal Trust CO | 5,555 | $288.5K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,536 | $287.5K | 0.04% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 5,517 | $286.5K | 0.29% | +5,517 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,515 | $286.4K | 0.14% | −500−8.3% | Reduced |
| MMBG Investment Advisors Co. | 5,514 | $286.3K | 0.04% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 5,508 | $286.0K | 0.14% | −20−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 5,445 | $282.8K | 0.01% | −139−2.5% | Reduced |
| Boston Family Office LLC | 5,440 | $282.0K | 0.02% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 5,413 | $281.1K | 0.17% | +871+19.2% | Added |
| J.W. Cole Advisors, Inc. | 5,402 | $280.5K | 0.02% | +435+8.8% | Added |
| Palladiem, LLC | 5,379 | $279.3K | 0.30% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,359 | $278.0K | 0.01% | +37+0.7% | Added |
| Thrive Capital Management, LLC | 5,337 | $277.4K | 0.18% | +153+3.0% | Added |
| Parkside Financial Bank & Trust | 5,296 | $275.0K | 0.07% | +12+0.2% | Added |
| Callan Family Office, LLC | 5,294 | $274.9K | 0.07% | −115−2.1% | Reduced |
| Loomis Sayles & Co L P | 5,272 | $274.0K | 0.00% | −54−1.0% | Reduced |
| Moreno Evelyn V | 5,271 | $273.7K | 0.06% | −731−12.2% | Reduced |
| Hunter Associates Investment Management LLC | 5,250 | $273.0K | 0.06% | −150−2.8% | Reduced |
| Empire Financial Management Company, LLC | 5,243 | $272.3K | 0.11% | +5,243 | New |
| Lincoln National Corp | 5,202 | $270.1K | 0.01% | +424+8.9% | Added |
| Borer Denton & Associates, Inc. | 5,155 | $267.7K | 0.11% | +5,155 | New |
| Marble Harbor Investment Counsel, LLC | 5,150 | $267.4K | 0.03% | +250+5.1% | Added |
| Schnieders Capital Management LLC | 5,137 | $266.8K | 0.06% | −50−1.0% | Reduced |
| Applied Finance Capital Management, LLC | 5,117 | $265.7K | 0.03% | +521+11.3% | Added |