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 |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 5,107 | $265.2K | 0.03% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 5,098 | $264.7K | 0.02% | −142−2.7% | Reduced |
| Baldwin Brothers Inc | 5,029 | $261.2K | 0.02% | +4+0.1% | Added |
| Wintrust Investments LLC | 5,003 | $260.0K | 0.03% | +20.0% | Added |
| Stonegate Investment Group, LLC | 5,006 | $260.0K | 0.01% | −10,269−67.2% | Reduced |
| Credit Agricole S A | 5,000 | $259.6K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 4,989 | $259.1K | 0.02% | +449+9.9% | Added |
| Perigon Wealth Management, LLC | 4,988 | $259.0K | 0.01% | −364−6.8% | Reduced |
| Mayflower Financial Advisors, LLC | 4,979 | $258.6K | 0.03% | +146+3.0% | Added |
| Geneos Wealth Management Inc. | 4,969 | $258.1K | 0.02% | −3,566−41.8% | Reduced |
| Waddell & Associates, LLC | 4,960 | $257.6K | 0.04% | −280−5.3% | Reduced |
| HBK Sorce Advisory LLC | 4,957 | $257.4K | 0.01% | −7,269−59.5% | Reduced |
| Breakwater Capital Group | 4,948 | $256.9K | 0.11% | +4,948 | New |
| Bank of Hawaii | 4,923 | $255.7K | 0.01% | −4,126−45.6% | Reduced |
| Legacy Private Trust Co. | 4,921 | $255.5K | 0.02% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 4,920 | $255.5K | 0.11% | +4,920 | New |
| Mission Wealth Management, LP | 4,908 | $254.9K | 0.01% | −170−3.3% | Reduced |
| Tacita Capital Inc | 4,900 | $254.0K | 0.19% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,886 | $253.7K | 0.02% | +4,886 | New |
| AdvisorNet Financial, Inc | 4,849 | $251.8K | 0.02% | −109−2.2% | Reduced |
| Symphony Financial, Ltd. Co. | 4,817 | $250.4K | 0.06% | +9+0.2% | Added |
| Heron Financial Group, LLC | 4,812 | $249.9K | 0.14% | +4,812 | New |
| Carr Financial Group Corp | 4,799 | $249.2K | 0.11% | +20.0% | Added |
| Aurora Private Wealth, Inc. | 4,797 | $249.0K | 0.27% | −21−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,800 | $249.0K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,788 | $248.6K | 0.01% | −706−12.9% | Reduced |
| DRW Securities, LLC | 4,773 | $248.0K | 0.04% | 00.0% | Unchanged |
| Optas, LLC | 4,774 | $247.9K | 0.09% | −1,544−24.4% | Reduced |
| Chicago Trust Co NA | 4,756 | $247.0K | 0.06% | −1,090−18.6% | Reduced |
| Klingenstein Fields & Co LP | 4,725 | $245.4K | 0.01% | −2,195−31.7% | Reduced |
| InterOcean Capital Group, LLC | 4,720 | $245.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,711 | $244.6K | 0.03% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,709 | $244.5K | 0.04% | +4,709 | New |
| Washington Trust Advisors, Inc. | 4,705 | $244.3K | 0.02% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 4,702 | $244.2K | 0.07% | +4,702 | New |
| Fortitude Advisory Group L.L.C. | 4,701 | $244.1K | 0.19% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 4,688 | $243.4K | 0.04% | −41−0.9% | Reduced |
| Credit Suisse AG | 4,664 | $242.2K | 0.00% | −1,030−18.1% | Reduced |
| Aptus Capital Advisors, LLC | 4,651 | $241.5K | 0.01% | −618−11.7% | Reduced |
| 9258 Wealth Management, LLC | 4,607 | $239.2K | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,607 | $239.2K | 0.00% | +4,607 | New |
| Plimoth Trust Co LLC | 4,600 | $238.9K | 0.07% | −100−2.1% | Reduced |
| Lido Advisors, LLC | 4,598 | $238.8K | 0.00% | +153+3.4% | Added |
| Select Asset Management & Trust | 4,590 | $238.0K | 0.21% | −443−8.8% | Reduced |
| David Loasby | 4,422 | $236.9K | 0.03% | +4,422 | New |
| Penobscot Investment Management Company, Inc. | 4,526 | $235.0K | 0.04% | −3,750−45.3% | Reduced |
| Lafayette Investments, Inc. | 4,520 | $234.7K | 0.06% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,518 | $234.6K | 0.00% | +490+12.2% | Added |
| Independent Financial Group, LLC | 4,514 | $234.4K | 0.02% | +210+4.9% | Added |
| Newman Dignan & Sheerar, Inc. | 4,500 | $233.7K | 0.08% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 4,500 | $233.7K | 0.11% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,500 | $233.7K | 0.03% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 4,500 | $233.7K | 0.15% | −4,514−50.1% | Reduced |
| S.A. Mason LLC | 4,493 | $233.3K | 0.17% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,480 | $232.6K | 0.02% | −71−1.6% | Reduced |
| Aaron Wealth Advisors | 4,478 | $232.5K | 0.03% | +4,478 | New |
| Riverview Trust Co | 4,470 | $232.1K | 0.21% | 00.0% | Unchanged |
| Sather Financial Group Inc | 4,449 | $231.0K | 0.02% | −68−1.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,448 | $231.0K | 0.12% | −609−12.0% | Reduced |
| Sepio Capital, LP | 4,445 | $230.8K | 0.02% | −261−5.5% | Reduced |
| Marks Group Wealth Management, Inc | 4,440 | $230.6K | 0.03% | +4,440 | New |
| RMR Wealth Builders | 4,430 | $230.1K | 0.04% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 4,428 | $230.0K | 0.02% | −272−5.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 4,430 | $230.0K | 0.00% | −190−4.1% | Reduced |
| Alhambra Investment Partners LLC | 4,400 | $228.5K | 0.16% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 4,399 | $228.4K | 0.06% | +4,399 | New |
| Coldstream Capital Management Inc | 4,355 | $226.2K | 0.01% | +129+3.1% | Added |
| Gladstone Institutional Advisory LLC | 4,332 | $225.0K | 0.01% | −484−10.0% | Reduced |
| Clear Harbor Asset Management, LLC | 4,302 | $223.4K | 0.02% | +4,302 | New |
| Park National Corp | 4,289 | $222.7K | 0.01% | +4,289 | New |
| Granite FO LLC | 4,000 | $222.1K | 0.14% | −10−0.2% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,258 | $221.1K | 0.20% | −44−1.0% | Reduced |
| Forum Financial Management, LP | 4,254 | $220.9K | 0.01% | −7,203−62.9% | Reduced |
| Nwam LLC | 4,247 | $220.6K | 0.02% | −135−3.1% | Reduced |
| Toronto Dominion Bank | 4,240 | $220.0K | 0.00% | +1,085+34.4% | Added |
| International Assets Investment Management, LLC | 4,217 | $219.0K | 0.03% | −584−12.2% | Reduced |
| World Equity Group, Inc. | 2,639 | $218.5K | 0.04% | −19,700−88.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,207 | $218.5K | 0.04% | +4,207 | New |
| High Net Worth Advisory Group LLC | 4,184 | $217.3K | 0.09% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,005 | $215.7K | 0.06% | +6+0.2% | Added |
| Alan B. Lancz & Associates, Inc. | 4,150 | $215.5K | 0.22% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,153 | $215.0K | 0.01% | +4,153 | New |
| Alera Investment Advisors, LLC | 4,132 | $214.6K | 0.05% | −10.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 4,126 | $214.3K | 0.12% | +154+3.9% | Added |
| Value Partners Investments Inc. | 4,101 | $212.7K | 0.02% | +4,101 | New |
| IMS Capital Management | 4,066 | $211.1K | 0.13% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,065 | $211.1K | 0.03% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 4,057 | $210.7K | 0.13% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,044 | $210.0K | 0.03% | 00.0% | Unchanged |
| Lantz Financial LLC | 4,043 | $210.0K | 0.09% | +4,043 | New |
| Inscription Capital, LLC | 4,041 | $209.8K | 0.06% | +4,041 | New |
| Security Asset Management | 4,018 | $208.7K | 0.12% | +4,018 | New |
| Ti-Trust, Inc | 4,017 | $208.6K | 0.20% | −46−1.1% | Reduced |
| Opes Wealth Management LLC | 4,005 | $208.0K | 0.07% | 00.0% | Unchanged |
| Washington Trust Co | 4,004 | $207.9K | 0.01% | +30+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,002 | $207.8K | 0.06% | −73−1.8% | Reduced |
| Jump Financial, LLC | 4,001 | $207.8K | 0.01% | −346−8.0% | Reduced |
| Private Wealth Partners, LLC | 4,000 | $207.7K | 0.02% | +4,000 | New |
| Financial Architects, Inc | 3,999 | $207.6K | 0.03% | −1,089−21.4% | Reduced |
| FineMark National Bank & Trust | 3,990 | $207.2K | 0.01% | −189−4.5% | Reduced |