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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 50,476 | $2.63M | 0.19% | −3,085−5.8% | Reduced |
| We Are One Seven, LLC | 50,749 | $2.65M | 0.24% | +488+1.0% | Added |
| Sowell Financial Services LLC | 50,971 | $2.66M | 0.15% | +13,676+36.7% | Added |
| Rodgers Brothers Inc. | 51,022 | $2.66M | 0.47% | −86−0.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 51,094 | $2.66M | 0.04% | +1,445+2.9% | Added |
| Trust Co of Vermont | 51,519 | $2.69M | 0.17% | −129−0.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 51,649 | $2.69M | 0.53% | +1,570+3.1% | Added |
| WCG Wealth Advisors LLC | 52,114 | $2.72M | 0.32% | +7,473+16.7% | Added |
| Rhumbline Advisers | 52,333 | $2.73M | 0.00% | +52,333 | New |
| Park Avenue Securities LLC | 52,402 | $2.73M | 0.04% | +1,703+3.4% | Added |
| Inlet Private Wealth, LLC | 52,522 | $2.74M | 0.69% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 52,853 | $2.74M | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 52,706 | $2.75M | 2.01% | +38,082+260.4% | Added |
| Bard Financial Services, Inc. | 53,545 | $2.79M | 0.21% | −1,700−3.1% | Reduced |
| Cantor Fitzgerald, L. P. | 53,602 | $2.79M | 0.06% | +53,602 | New |
| M. Kulyk & Associates, LLC | 53,810 | $2.81M | 0.78% | −2,985−5.3% | Reduced |
| Peapack Gladstone Financial Corp | 53,861 | $2.81M | 0.05% | −1,649−3.0% | Reduced |
| Hall Laurie J Trustee | 55,266 | $2.88M | 1.14% | +685+1.3% | Added |
| Smithbridge Asset Management Inc | 55,493 | $2.89M | 0.68% | +2,570+4.9% | Added |
| Berkshire Bank | 55,664 | $2.90M | 0.80% | +23,202+71.5% | Added |
| Arvest Trust Co N A | 54,166 | $2.91M | 0.17% | −3,064−5.4% | Reduced |
| Allen Capital Group, LLC | 55,920 | $2.92M | 0.52% | +1,503+2.8% | Added |
| Naples Global Advisors, LLC | 55,959 | $2.92M | 0.34% | −3,765−6.3% | Reduced |
| Oppenheimer & Co Inc | 57,759 | $3.01M | 0.06% | −1,448−2.4% | Reduced |
| Private Advisor Group, LLC | 57,586 | $3.05M | 0.03% | +1,685+3.0% | Added |
| Eagle Global Advisors LLC | 58,569 | $3.05M | 0.20% | +25,084+74.9% | Added |
| Strategic Advisors LLC | 59,300 | $3.09M | 0.59% | +10.0% | Added |
| Tevis Investment Management | 59,493 | $3.10M | 3.03% | +873+1.5% | Added |
| Logan Capital Management Inc | 59,766 | $3.12M | 0.15% | +10,435+21.2% | Added |
| Gilman Hill Asset Management, LLC | 60,233 | $3.14M | 0.58% | +2,706+4.7% | Added |
| Kennon-Green & Company, LLC | 60,451 | $3.15M | 2.93% | −410−0.7% | Reduced |
| Anchor Capital Advisors LLC | 60,561 | $3.16M | 0.08% | +3,402+6.0% | Added |
| Royce & Associates LP | 61,000 | $3.18M | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 61,345 | $3.20M | 0.06% | +6,914+12.7% | Added |
| CIBC Asset Management Inc | 61,515 | $3.21M | 0.01% | +6,749+12.3% | Added |
| Dakota Wealth Management | 61,628 | $3.21M | 0.15% | −1,018−1.6% | Reduced |
| CIBC Private Wealth Group, LLC | 62,188 | $3.24M | 0.01% | +1,678+2.8% | Added |
| Pittenger & Anderson Inc | 62,680 | $3.27M | 0.16% | 00.0% | Unchanged |
| Heartland Advisors Inc | 62,880 | $3.28M | 0.19% | +47+0.1% | Added |
| Keene & Associates, Inc. | 62,951 | $3.28M | 2.55% | +188+0.3% | Added |
| Prentiss Smith & Co Inc | 63,036 | $3.29M | 2.47% | −180−0.3% | Reduced |
| GSB Wealth Management, LLC | 63,340 | $3.30M | 1.07% | +1,542+2.5% | Added |
| Advisors Management Group Inc | 64,047 | $3.34M | 1.00% | −503−0.8% | Reduced |
| apricus wealth, LLC | 63,745 | $3.34M | 2.94% | −1,158−1.8% | Reduced |
| Wetherby Asset Management Inc | 64,467 | $3.36M | 0.18% | −2,226−3.3% | Reduced |
| Regions Financial Corp | 64,601 | $3.37M | 0.03% | −4,890−7.0% | Reduced |
| GYL Financial Synergies, LLC | 64,761 | $3.38M | 0.31% | −828−1.3% | Reduced |
| Cary Street Partners Asset Management LLC | 65,383 | $3.41M | 0.63% | −98−0.1% | Reduced |
| Kestra Advisory Services, LLC | 66,162 | $3.45M | 0.03% | −5,641−7.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 66,321 | $3.46M | 0.04% | −6,909−9.4% | Reduced |
| Beacon Financial Group | 67,145 | $3.46M | 0.47% | −2,109−3.0% | Reduced |
| Raymond James Trust N.A. | 66,759 | $3.48M | 0.10% | −249−0.4% | Reduced |
| Keybank National Association | 67,361 | $3.51M | 0.02% | −971−1.4% | Reduced |
| Atria Wealth Solutions, Inc. | 67,449 | $3.52M | 0.05% | −4,530−6.3% | Reduced |
| AMG National Trust Bank | 68,434 | $3.57M | 0.12% | −2,962−4.1% | Reduced |
| Beach Investment Counsel Inc | 68,932 | $3.59M | 0.43% | −1,400−2.0% | Reduced |
| Courier Capital LLC | 69,210 | $3.61M | 0.28% | −1,885−2.7% | Reduced |
| Arlington Partners LLC | 69,380 | $3.62M | 0.56% | +8,212+13.4% | Added |
| Perpetual Ltd | 70,213 | $3.66M | 0.03% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 71,211 | $3.71M | 1.27% | +1,256+1.8% | Added |
| Invesco Ltd. | 71,792 | $3.74M | 0.00% | −2,352−3.2% | Reduced |
| Kanawha Capital Management LLC | 71,903 | $3.75M | 0.35% | −545−0.8% | Reduced |
| Narwhal Capital Management | 72,107 | $3.76M | 0.44% | −27,234−27.4% | Reduced |
| Rockefeller Capital Management L.P. | 72,279 | $3.77M | 0.01% | +27,439+61.2% | Added |
| Squarepoint Ops LLC | 72,869 | $3.80M | 0.02% | +72,869 | New |
| Avantax Advisory Services, Inc. | 74,376 | $3.88M | 0.04% | +350.0% | Added |
| Foundations Investment Advisors, LLC | 74,790 | $3.90M | 0.13% | −2,097−2.7% | Reduced |
| Cambridge Trust Co | 75,161 | $3.92M | 0.18% | −1,682−2.2% | Reduced |
| Meritage Portfolio Management | 75,939 | $3.96M | 0.28% | +3,798+5.3% | Added |
| Bonness Enterprises Inc | 76,040 | $3.96M | 1.78% | 00.0% | Unchanged |
| Sandy Spring Bank | 77,156 | $4.02M | 0.21% | −764−1.0% | Reduced |
| Sustainable Growth Advisers, LP | 78,397 | $4.09M | 0.02% | +78,397 | New |
| Vestmark Advisory Solutions, Inc. | 79,054 | $4.12M | 0.16% | −3,456−4.2% | Reduced |
| Timber Creek Capital Management LLC | 79,915 | $4.17M | 1.43% | +395+0.5% | Added |
| Ancora Advisors, LLC | 80,706 | $4.21M | 0.11% | −18,320−18.5% | Reduced |
| Veritable, L.P. | 81,324 | $4.24M | 0.07% | −8,560−9.5% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 82,940 | $4.32M | 1.63% | −405−0.5% | Reduced |
| Chartwell Investment Partners, LLC | 83,353 | $4.35M | 0.16% | +3,270+4.1% | Added |
| Headinvest, LLC | 84,615 | $4.39M | 0.95% | +1,297+1.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 84,652 | $4.41M | 0.01% | −7,710−8.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 85,001 | $4.43M | 0.01% | +2,591+3.1% | Added |
| Coston, McIsaac & Partners | 85,836 | $4.47M | 1.54% | +1,146+1.4% | Added |
| Snowden Capital Advisors LLC | 86,825 | $4.53M | 0.16% | +2,914+3.5% | Added |
| Atria Investments LLC | 87,571 | $4.57M | 0.08% | +6,649+8.2% | Added |
| Assetmark, Inc | 87,748 | $4.57M | 0.02% | +7,380+9.2% | Added |
| SYSTM Wealth Solutions LLC | 89,503 | $4.67M | 0.63% | +12,069+15.6% | Added |
| Todd Asset Management LLC | 91,571 | $4.77M | 0.11% | −26,027−22.1% | Reduced |
| Exencial Wealth Advisors, LLC | 91,973 | $4.79M | 0.22% | +1,383+1.5% | Added |
| Beacon Pointe Advisors, LLC | 91,981 | $4.79M | 0.08% | −26,596−22.4% | Reduced |
| Davenport & Co LLC | 92,044 | $4.80M | 0.04% | +11,454+14.2% | Added |
| Oak Ridge Investments LLC | 92,055 | $4.80M | 0.59% | −863−0.9% | Reduced |
| Butensky & Cohen Financial Security, Inc | 92,064 | $4.80M | 1.73% | −6,758−6.8% | Reduced |
| Oxbow Advisors, LLC | 95,395 | $4.97M | 0.78% | −154−0.2% | Reduced |
| TD Private Client Wealth LLC | 97,959 | $5.11M | 0.22% | +7,907+8.8% | Added |
| Transform Wealth, LLC | 100,206 | $5.22M | 0.47% | +100,206 | New |
| Portland Global Advisors LLC | 100,522 | $5.24M | 0.86% | −195−0.2% | Reduced |
| Hennessy Advisors Inc | 101,200 | $5.28M | 0.38% | −5,800−5.4% | Reduced |
| Cerity Partners LLC | 101,709 | $5.30M | 0.02% | +5,909+6.2% | Added |
| Zions Bancorporation, N.A. | 101,984 | $5.32M | 0.45% | +16,056+18.7% | Added |
| Putnam Investments LLC | 104,032 | $5.42M | 0.01% | +16,472+18.8% | Added |