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 |
|---|---|---|---|---|---|
| KC Investment Advisors, LLC | 5,165 | $269.3K | 0.18% | −1,465−22.1% | Reduced |
| Loomis Sayles & Co L P | 5,240 | $273.0K | 0.00% | −32−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 5,250 | $274.0K | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,256 | $274.0K | 0.01% | +299+6.0% | Added |
| Aaron Wealth Advisors | 5,269 | $274.7K | 0.04% | +791+17.7% | Added |
| Merit Financial Group, LLC | 5,275 | $275.0K | 0.01% | +5,275 | New |
| Legacy Private Trust Co. | 5,306 | $276.6K | 0.02% | +385+7.8% | Added |
| Jump Financial, LLC | 5,310 | $276.8K | 0.01% | +1,309+32.7% | Added |
| Aspen Grove Capital, LLC | 5,317 | $277.2K | 0.09% | +397+8.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,375 | $280.2K | 0.14% | −140−2.5% | Reduced |
| Palladiem, LLC | 5,379 | $280.4K | 0.29% | 00.0% | Unchanged |
| Lincoln National Corp | 5,392 | $281.1K | 0.01% | +190+3.7% | Added |
| BNP Paribas Arbitrage, SA | 5,424 | $282.8K | 0.00% | +906+20.1% | Added |
| Graybill Bartz & Assoc Ltd | 5,438 | $283.5K | 0.13% | −192−3.4% | Reduced |
| Puzo Michael J | 5,475 | $285.4K | 0.09% | −1,024−15.8% | Reduced |
| Traphagen Investment Advisors LLC | 5,492 | $286.3K | 0.04% | −190−3.3% | Reduced |
| Harbor Investment Advisory, LLC | 5,506 | $287.0K | 0.04% | −30−0.5% | Reduced |
| Augustine Asset Management Inc | 5,508 | $287.1K | 0.13% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 5,530 | $288.3K | 0.08% | −1,111−16.7% | Reduced |
| David Loasby | 5,619 | $288.3K | 0.03% | +1,197+27.1% | Added |
| Parkside Financial Bank & Trust | 5,546 | $289.1K | 0.07% | +250+4.7% | Added |
| Pine Valley Investments Ltd Liability Co | 5,560 | $289.8K | 0.03% | +5,560 | New |
| Atlas Brown,Inc. | 5,561 | $289.9K | 0.13% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,577 | $290.7K | 0.03% | −580−9.4% | Reduced |
| Avalon Trust Co | 5,600 | $291.9K | 0.03% | −900−13.8% | Reduced |
| Simon Quick Advisors, LLC | 5,653 | $294.7K | 0.03% | −1,086−16.1% | Reduced |
| Applied Finance Capital Management, LLC | 5,676 | $295.9K | 0.03% | +559+10.9% | Added |
| Gallacher Capital Management LLC | 5,794 | $302.0K | 0.17% | +381+7.0% | Added |
| Mill Creek Capital Advisors, LLC | 5,798 | $302.3K | 0.01% | −6,005−50.9% | Reduced |
| Addison Advisors LLC | 5,829 | $303.9K | 0.15% | +254+4.6% | Added |
| Kidder Stephen W | 5,840 | $304.4K | 0.10% | −650−10.0% | Reduced |
| Integrated Advisors Network LLC | 5,843 | $304.6K | 0.02% | +957+19.6% | Added |
| CVA Family Office, LLC | 5,885 | $306.8K | 0.06% | +187+3.3% | Added |
| Pine Haven Investment Counsel, Inc | 5,925 | $308.9K | 0.31% | −145−2.4% | Reduced |
| Roberts Glore & Co Inc | 5,941 | $309.7K | 0.10% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,970 | $311.2K | 0.02% | −377−5.9% | Reduced |
| Probity Advisors, Inc. | 5,973 | $311.4K | 0.07% | +5,973 | New |
| StoneX Group Inc. | 5,991 | $312.3K | 0.03% | +5,991 | New |
| Colonial Trust Co | 5,999 | $312.7K | 0.07% | +2,173+56.8% | Added |
| Quinn Opportunity Partners LLC | 6,000 | $312.8K | 0.04% | −15,017−71.5% | Reduced |
| Phocas Financial Corp. | 6,000 | $312.8K | 0.04% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 6,065 | $316.2K | 0.14% | +1,617+36.4% | Added |
| Equitable Holdings, Inc. | 6,121 | $319.1K | 0.00% | +6,121 | New |
| Stratos Wealth Advisors, LLC | 6,123 | $319.2K | 0.02% | −22−0.4% | Reduced |
| Independence Bank of Kentucky | 6,160 | $321.1K | 0.13% | −7,055−53.4% | Reduced |
| Schrum Private Wealth Management LLC | 6,161 | $321.2K | 0.35% | 00.0% | Unchanged |
| Aries Wealth Management | 6,179 | $322.1K | 0.12% | −130−2.1% | Reduced |
| Geneos Wealth Management Inc. | 6,208 | $323.6K | 0.02% | +1,239+24.9% | Added |
| Hummer Financial Advisory Services Inc | 6,250 | $325.8K | 0.32% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,302 | $328.5K | 0.06% | +2,095+49.8% | Added |
| Hazlett, Burt & Watson, Inc. | 6,392 | $333.0K | 0.25% | +70+1.1% | Added |
| Bradley Foster & Sargent Inc | 6,389 | $333.1K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 6,396 | $333.4K | 0.16% | +442+7.4% | Added |
| Diligent Investors, LLC | 6,411 | $334.2K | 0.10% | +20.0% | Added |
| Eqis Capital Management, Inc. | 6,441 | $335.8K | 0.04% | +2,507+63.7% | Added |
| Cedar Brook Financial Partners, LLC | 6,463 | $336.9K | 0.08% | +66+1.0% | Added |
| Platform Technology Partners | 6,611 | $337.6K | 0.16% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 6,479 | $338.0K | 0.12% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,490 | $338.3K | 0.07% | +280+4.5% | Added |
| WoodTrust Financial Corp | 6,500 | $339.0K | 0.06% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 6,567 | $342.3K | 0.07% | +200+3.1% | Added |
| Boston Financial Mangement LLC | 6,582 | $343.1K | 0.01% | −120−1.8% | Reduced |
| Solidarilty Wealth, LLC | 6,595 | $343.8K | 0.14% | −1,598−19.5% | Reduced |
| Perigon Wealth Management, LLC | 6,671 | $347.8K | 0.01% | +1,683+33.7% | Added |
| Empower Advisory Group, LLC | 6,672 | $347.8K | 0.00% | −16−0.2% | Reduced |
| Moseley Investment Management Inc | 6,720 | $350.3K | 0.20% | −506−7.0% | Reduced |
| Chase Investment Counsel Corp | 6,741 | $351.0K | 0.18% | +6,741 | New |
| Thrive Capital Management, LLC | 6,798 | $354.4K | 0.20% | +1,461+27.4% | Added |
| AlphaQ Advisors LLC | 6,816 | $355.3K | 0.26% | +384+6.0% | Added |
| Sabal Trust CO | 6,832 | $356.2K | 0.02% | +1,277+23.0% | Added |
| DGS Capital Management, LLC | 6,834 | $356.3K | 0.18% | +42+0.6% | Added |
| Independent Advisor Alliance | 6,852 | $357.2K | 0.02% | −1,176−14.6% | Reduced |
| Financial Advisory Service, Inc. | 6,897 | $359.5K | 0.05% | +168+2.5% | Added |
| Connolly Sarah T. | 6,985 | $364.1K | 0.22% | 00.0% | Unchanged |
| Fca Corp | 7,000 | $364.9K | 0.14% | 00.0% | Unchanged |
| Port Capital LLC | 7,000 | $365.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 7,017 | $365.8K | 0.02% | +2,229+46.6% | Added |
| Beese Fulmer Investment Management, Inc. | 7,036 | $366.8K | 0.04% | +693+10.9% | Added |
| Credit Suisse AG | 7,036 | $366.9K | 0.00% | +2,372+50.9% | Added |
| Lion Street Advisors, LLC | 6,913 | $370.4K | 0.12% | +601+9.5% | Added |
| Coastline Trust Co | 7,140 | $372.2K | 0.05% | −3,500−32.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,165 | $373.5K | 0.06% | −430−5.7% | Reduced |
| Frisch Financial Group, Inc. | 7,176 | $374.0K | 0.18% | +7,176 | New |
| Sterling Investment Advisors, Ltd. | 7,176 | $374.1K | 0.12% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 7,214 | $376.1K | 0.10% | +65+0.9% | Added |
| Searle & Co. | 7,000 | $376.1K | 0.12% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7,224 | $376.6K | 0.01% | −283−3.8% | Reduced |
| Northwest Capital Management Inc | 7,246 | $377.7K | 0.16% | 00.0% | Unchanged |
| Summit X, LLC | 7,335 | $382.4K | 0.09% | +578+8.6% | Added |
| BDO Wealth Advisors, LLC | 7,341 | $382.7K | 0.04% | −9−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 7,394 | $385.4K | 0.04% | −940−11.3% | Reduced |
| Delta Financial Advisors LLC | 7,419 | $386.8K | 0.17% | +1,004+15.7% | Added |
| Country Club Bank | 7,545 | $388.7K | 0.03% | 00.0% | Unchanged |
| Farmers National Bank | 7,459 | $388.8K | 0.13% | −100−1.3% | Reduced |
| Advisory Research Inc | 7,460 | $388.9K | 0.05% | +1,680+29.1% | Added |
| Smithfield Trust Co | 7,465 | $389.0K | 0.02% | −11,930−61.5% | Reduced |
| RSM US Wealth Management LLC | 7,535 | $392.8K | 0.01% | +67+0.9% | Added |
| FirstPurpose Wealth LLC | 7,632 | $397.9K | 0.17% | +341+4.7% | Added |
| Human Investing LLC | 7,642 | $398.4K | 0.09% | −771−9.2% | Reduced |
| Principal Street Partners, LLC | 7,660 | $399.3K | 0.09% | 00.0% | Unchanged |