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, Q2 2023
Institutional positions in Unilever PLC as of Jun 30, 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
- 1,084
- −11 vs. Q1 2023
- Shares held
- 253.3M
- −8.69M (−3.3%) vs. Q1 2023
- Total value
- $13.2B
- −$279.6M (−2.1%) vs. Q1 2023
- New holders
- 72
- 403 more added
- Sold out
- 83
- 407 more reduced
11 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 443 | $23.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 469 | $24.4K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 474 | $24.7K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 476 | $24.8K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 480 | $25.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 507 | $26.4K | 0.00% | +166+48.7% | Added |
| Tortoise Investment Management, LLC | 512 | $26.7K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 512 | $26.7K | 0.00% | +3+0.6% | Added |
| JJJ Advisors Inc. | 533 | $27.8K | 0.01% | +41+8.3% | Added |
| Centerpoint Advisors, LLC | 531 | $28.0K | 0.01% | +4+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 538 | $28.1K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 563 | $29.3K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 600 | $31.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 625 | $32.6K | 0.00% | +21+3.5% | Added |
| Financial Perspectives, Inc | 634 | $33.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 642 | $33.5K | 0.02% | −174−21.3% | Reduced |
| Clearstead Advisors, LLC | 655 | $34.1K | 0.00% | +125+23.6% | Added |
| Atticus Wealth Management, LLC | 719 | $37.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 735 | $38.3K | 0.01% | +5+0.7% | Added |
| Caldwell Sutter Capital, Inc. | 738 | $38.5K | 0.02% | +592+405.5% | Added |
| Brown, Lisle/Cummings, Inc. | 740 | $38.6K | 0.02% | −400−35.1% | Reduced |
| WealthPLAN Partners, LLC | 750 | $39.1K | 0.01% | −223−22.9% | Reduced |
| Aspire Private Capital, LLC | 762 | $39.7K | 0.01% | −16−2.1% | Reduced |
| Baystate Wealth Management LLC | 766 | $40.0K | 0.00% | +7+0.9% | Added |
| Newbridge Financial Services Group, Inc. | 799 | $41.7K | 0.02% | +4+0.5% | Added |
| Core Alternative Capital | 800 | $41.7K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 809 | $42.2K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 813 | $42.4K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 856 | $44.6K | 0.00% | −80−8.5% | Reduced |
| Global Financial Private Client, LLC | 906 | $47.4K | 0.02% | −13−1.4% | Reduced |
| JFS Wealth Advisors, LLC | 925 | $48.2K | 0.00% | −65−6.6% | Reduced |
| Prestige Wealth Management Group LLC | 950 | $49.5K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 984 | $51.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,000 | $52.1K | 0.03% | +908+987.0% | Added |
| Crewe Advisors LLC | 1,011 | $52.7K | 0.01% | −310−23.5% | Reduced |
| TCTC Holdings, LLC | 1,015 | $52.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,049 | $54.7K | 0.00% | −45−4.1% | Reduced |
| Investors Research Corp | 1,062 | $55.4K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 1,103 | $57.0K | 0.00% | +157+16.6% | Added |
| Westside Investment Management, Inc. | 1,123 | $58.5K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,126 | $58.7K | 0.00% | +276+32.5% | Added |
| BOK Financial Private Wealth, Inc. | 1,139 | $59.4K | 0.00% | +139+13.9% | Added |
| Blume Capital Management, Inc. | 1,200 | $62.6K | 0.02% | −150−11.1% | Reduced |
| Stonebridge Capital Advisors LLC | 1,250 | $65.2K | 0.01% | −66−5.0% | Reduced |
| Cowen Prime Advisors LLC | 1,493 | $77.8K | 0.03% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1,500 | $78.2K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,507 | $78.6K | 0.02% | +22+1.5% | Added |
| Old Point Trust & Financial Services N A | 1,608 | $83.8K | 0.03% | +1,608 | New |
| Atlas Capital Advisors LLC | 1,627 | $84.8K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,643 | $85.7K | 0.08% | −118−6.7% | Reduced |
| Endurance Wealth Management, Inc. | 1,659 | $86.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,658 | $86.0K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,660 | $86.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,709 | $89.1K | 0.05% | +1,709 | New |
| Cape Investment Advisory, Inc. | 1,741 | $90.8K | 0.05% | +493+39.5% | Added |
| Carmichael Hill & Associates, Inc. | 1,774 | $92.5K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 30,372 | $93.2K | 0.02% | +30.0% | Added |
| Farther Finance Advisors, LLC | 1,832 | $95.5K | 0.02% | +512+38.8% | Added |
| Thompson Investment Management, Inc. | 1,863 | $97.1K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,981 | $103.3K | 0.02% | −301−13.2% | Reduced |
| Hartford Financial Management Inc. | 2,000 | $104.3K | 0.03% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,000 | $104.3K | 0.10% | +2,000 | New |
| Harbour Investments, Inc. | 2,046 | $106.7K | 0.01% | −187−8.4% | Reduced |
| Boyd Watterson Asset Management LLC | 2,052 | $107.0K | 0.04% | −8,000−79.6% | Reduced |
| Eagle Bay Advisors LLC | 2,059 | $107.3K | 0.06% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2,088 | $108.8K | 0.06% | −20−0.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,200 | $114.7K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,301 | $120.0K | 0.00% | +329+16.7% | Added |
| HHM Wealth Advisors, LLC | 2,313 | $120.6K | 0.02% | +414+21.8% | Added |
| GHP Investment Advisors, Inc. | 2,333 | $121.2K | 0.01% | −1,144−32.9% | Reduced |
| Ci Investments Inc. | 2,364 | $123.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,389 | $124.5K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,422 | $126.0K | 0.01% | −101−4.0% | Reduced |
| Creative Financial Designs Inc | 2,560 | $133.5K | 0.02% | −59−2.3% | Reduced |
| Concord Wealth Partners | 2,563 | $133.6K | 0.03% | +147+6.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,587 | $134.9K | 0.00% | −5−0.2% | Reduced |
| TFC Financial Management | 2,592 | $135.1K | 0.03% | −53−2.0% | Reduced |
| United Community Bank | 2,600 | $135.5K | 0.12% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,655 | $138.4K | 0.00% | +2,460+1,261.5% | Added |
| West Branch Capital LLC | 2,714 | $141.5K | 0.07% | −113−4.0% | Reduced |
| Montag A & Associates Inc | 2,717 | $141.6K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 2,740 | $142.8K | 0.08% | 00.0% | Unchanged |
| Bokf, NA | 2,780 | $144.9K | 0.00% | −140−4.8% | Reduced |
| Glen Eagle Advisors, LLC | 2,787 | $145.3K | 0.03% | +175+6.7% | Added |
| Contravisory Investment Management, Inc. | 2,856 | $148.9K | 0.04% | +1,239+76.6% | Added |
| Golden State Equity Partners | 2,944 | $153.5K | 0.04% | −7,752−72.5% | Reduced |
| American National Bank | 2,970 | $154.8K | 0.03% | +2,000+206.2% | Added |
| Capital Analysts, LLC | 3,015 | $157.0K | 0.01% | −135−4.3% | Reduced |
| Heritage Wealth Advisors | 3,075 | $160.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,092 | $161.2K | 0.02% | +1,200+63.4% | Added |
| Ridgewood Investments LLC | 3,179 | $165.7K | 0.09% | −8,689−73.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,213 | $167.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,214 | $167.5K | 0.04% | +943+41.5% | Added |
| Compass Wealth Management LLC | 3,229 | $168.3K | 0.05% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,273 | $171.0K | 0.10% | +3,273 | New |
| Ronald Blue Trust, Inc. | 3,348 | $174.0K | 0.00% | −9,220−73.4% | Reduced |
| FinTrust Capital Advisors, LLC | 3,512 | $176.8K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,500 | $182.5K | 0.01% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 3,598 | $187.6K | 0.00% | +2,798+349.8% | Added |
| First Horizon Advisors, Inc. | 3,818 | $199.0K | 0.01% | +121+3.3% | Added |