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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 7,661 | $399.4K | 0.00% | +3,063+66.6% | Added |
| Icon Wealth Partners, LLC | 7,738 | $403.4K | 0.04% | +61+0.8% | Added |
| Dempze Nancy E | 7,742 | $403.6K | 0.35% | −14,798−65.7% | Reduced |
| Meridian Wealth Advisors, LLC | 7,756 | $404.3K | 0.10% | +7,756 | New |
| Kenfarb & Co. | 7,800 | $406.6K | 0.35% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 7,844 | $408.9K | 0.04% | −8,169−51.0% | Reduced |
| Mitchell Sinkler & Starr | 7,845 | $409.0K | 0.12% | 00.0% | Unchanged |
| South State Corp. | 7,901 | $411.9K | 0.04% | −1,000−11.2% | Reduced |
| Lincoln Capital LLC | 7,944 | $414.1K | 0.11% | 00.0% | Unchanged |
| Riverwater Partners LLC | 7,980 | $416.0K | 0.37% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 7,986 | $416.3K | 0.44% | −888−10.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 8,048 | $419.5K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,084 | $421.4K | 0.04% | +29+0.4% | Added |
| WealthTrust Axiom LLC | 8,163 | $425.5K | 0.14% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 8,236 | $429.3K | 0.01% | +430+5.5% | Added |
| West Family Investments, Inc. | 8,302 | $432.8K | 0.17% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 8,335 | $434.5K | 0.38% | −999−10.7% | Reduced |
| FRG Family Wealth Advisors LLC | 8,365 | $436.1K | 0.10% | −2,380−22.1% | Reduced |
| Savant Capital, LLC | 8,417 | $438.8K | 0.01% | +2,617+45.1% | Added |
| Chicago Capital, LLC | 8,434 | $439.7K | 0.02% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 8,442 | $440.1K | 0.31% | +172+2.1% | Added |
| Malaga Cove Capital, LLC | 8,469 | $441.5K | 0.20% | +395+4.9% | Added |
| Crescent Grove Advisors, LLC | 8,502 | $443.2K | 0.05% | +40.0% | Added |
| Nuveen Asset Management, LLC | 8,506 | $443.4K | 0.00% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 8,523 | $444.3K | 0.14% | −625−6.8% | Reduced |
| Allen Investment Management LLC | 8,524 | $444.4K | 0.01% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 8,575 | $447.0K | 0.04% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 8,625 | $450.0K | 0.07% | 00.0% | Unchanged |
| Pitcairn Co | 8,637 | $450.2K | 0.04% | +144+1.7% | Added |
| PFG Investments, LLC | 8,640 | $450.4K | 0.08% | +1,218+16.4% | Added |
| Sound View Wealth Advisors Group, LLC | 8,698 | $453.4K | 0.06% | −532−5.8% | Reduced |
| DFPG Investments, LLC | 8,586 | $453.5K | 0.04% | +752+9.6% | Added |
| Cohen Investment Advisors LLC | 8,747 | $456.0K | 0.37% | +65+0.7% | Added |
| ORG Partners LLC | 8,804 | $459.3K | 0.07% | +8,804 | New |
| Spinnaker Trust | 8,835 | $460.6K | 0.03% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 8,851 | $461.4K | 0.13% | −261−2.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,874 | $462.6K | 0.01% | −987−10.0% | Reduced |
| Graypoint LLC | 8,914 | $464.7K | 0.05% | −2,519−22.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 8,927 | $465.4K | 0.29% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 8,934 | $465.7K | 0.27% | −254−2.8% | Reduced |
| Legacy Capital Group California, Inc. | 8,951 | $466.6K | 0.19% | +5,056+129.8% | Added |
| Boston Trust Walden Corp | 9,005 | $469.4K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 9,051 | $471.8K | 0.02% | +215+2.4% | Added |
| Penserra Capital Management LLC | 9,056 | $472.0K | 0.01% | −283−3.0% | Reduced |
| Capital Wealth Planning, LLC | 9,056 | $472.1K | 0.01% | −283−3.0% | Reduced |
| Stratos Wealth Partners, LTD. | 9,062 | $472.4K | 0.01% | +1,690+22.9% | Added |
| HSBC Holdings PLC | 9,066 | $472.7K | 0.00% | +1,241+15.9% | Added |
| Transcend Wealth Collective, LLC | 9,172 | $478.1K | 0.05% | +1,046+12.9% | Added |
| Vigilant Capital Management, LLC | 9,185 | $479.0K | 0.04% | −3,561−27.9% | Reduced |
| Caldwell Trust Co | 9,207 | $480.0K | 0.06% | −1,231−11.8% | Reduced |
| PAX Financial Group, LLC | 9,241 | $481.8K | 0.11% | −253−2.7% | Reduced |
| Bessemer Group Inc | 9,246 | $482.0K | 0.00% | +2,059+28.6% | Added |
| Dana Investment Advisors, Inc. | 9,311 | $485.4K | 0.02% | +111+1.2% | Added |
| King Luther Capital Management Corp | 9,330 | $486.4K | 0.00% | −614−6.2% | Reduced |
| Mather Group, LLC. | 9,333 | $486.6K | 0.01% | −471−4.8% | Reduced |
| PDS Planning, Inc | 9,421 | $491.1K | 0.06% | −193−2.0% | Reduced |
| Wrapmanager Inc | 9,465 | $493.4K | 0.15% | +997+11.8% | Added |
| Keystone Financial Services | 9,526 | $496.6K | 0.25% | +15+0.2% | Added |
| Red Door Wealth Management, LLC | 9,545 | $497.6K | 0.11% | +1,800+23.2% | Added |
| RS Crum Inc. | 9,549 | $497.8K | 0.18% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 9,607 | $500.8K | 0.14% | −380−3.8% | Reduced |
| Cordatus Wealth Management LLC | 9,612 | $501.0K | 0.19% | +9,612 | New |
| Canandaigua National Bank & Trust Co | 9,627 | $501.9K | 0.08% | −118−1.2% | Reduced |
| Beaumont Asset Management, L.L.C. | 9,660 | $503.6K | 0.38% | −171−1.7% | Reduced |
| Summit Trail Advisors, LLC | 9,703 | $505.8K | 0.02% | −846−8.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 9,718 | $506.6K | 0.13% | −99−1.0% | Reduced |
| Intellectus Partners, LLC | 9,722 | $506.8K | 0.15% | −152−1.5% | Reduced |
| Tiaa, FSB | 9,751 | $508.3K | 0.00% | −114−1.2% | Reduced |
| Allworth Financial LP | 9,796 | $510.7K | 0.00% | +148+1.5% | Added |
| Intrua Financial, LLC | 9,809 | $511.3K | 0.09% | +1,070+12.2% | Added |
| Twelve Points Wealth Management LLC | 9,823 | $512.1K | 0.27% | −44−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 9,828 | $512.3K | 0.02% | +4,383+80.5% | Added |
| Keudell/Morrison Wealth Management | 9,959 | $519.1K | 0.15% | −287−2.8% | Reduced |
| Wealthspire Advisors, LLC | 9,988 | $520.7K | 0.01% | −138−1.4% | Reduced |
| Rbo & Co LLC | 9,994 | $521.0K | 0.09% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 10,087 | $525.8K | 0.10% | −5,225−34.1% | Reduced |
| Eudaimonia Partners, LLC | 10,143 | $528.8K | 0.12% | +257+2.6% | Added |
| Byrne Asset Management LLC | 10,167 | $530.0K | 0.34% | +10,100+15,074.6% | Added |
| LGL Partners, LLC | 10,198 | $531.6K | 0.09% | +488+5.0% | Added |
| Susquehanna International Securities, Ltd. | 10,263 | $535.0K | 0.50% | +10,263 | New |
| Ieq Capital, LLC | 10,381 | $541.1K | 0.01% | −150−1.4% | Reduced |
| Central Trust Co | 10,412 | $542.8K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 10,452 | $545.0K | 0.40% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,485 | $546.6K | 0.04% | +2,831+37.0% | Added |
| Five Oceans Advisors | 10,516 | $548.2K | 0.35% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10,520 | $548.4K | 0.02% | −545−4.9% | Reduced |
| WR Wealth Planners, LLC | 10,535 | $549.2K | 0.21% | +361+3.5% | Added |
| Stokes Family Office, LLC | 10,564 | $550.7K | 0.06% | +10,564 | New |
| EP Wealth Advisors, LLC | 10,869 | $551.3K | 0.01% | −72,625−87.0% | Reduced |
| IHT Wealth Management, LLC | 10,619 | $553.6K | 0.03% | −220−2.0% | Reduced |
| Leavell Investment Management, Inc. | 10,635 | $554.0K | 0.04% | +20+0.2% | Added |
| Drive Wealth Management, LLC | 10,674 | $556.4K | 0.21% | −61−0.6% | Reduced |
| EPG Wealth Management LLC | 10,689 | $557.2K | 0.16% | −97−0.9% | Reduced |
| Flputnam Investment Management Co | 10,732 | $559.5K | 0.02% | −3,485−24.5% | Reduced |
| Delaney Dennis R | 10,800 | $563.0K | 0.34% | −3,672−25.4% | Reduced |
| Nuance Investments, LLC | 10,813 | $563.7K | 0.01% | −108−1.0% | Reduced |
| Evergreen Capital Management LLC | 10,816 | $563.8K | 0.02% | +356+3.4% | Added |
| Range Financial Group LLC | 10,962 | $571.4K | 0.36% | −1,575−12.6% | Reduced |
| Powers Advisory Group, LLC | 10,969 | $571.8K | 0.38% | +41+0.4% | Added |
| Physicians Financial Services, Inc. | 11,001 | $573.0K | 0.22% | 00.0% | Unchanged |