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 |
|---|---|---|---|---|---|
| Clifford Capital Partners LLC | 16,023 | $835.3K | 0.24% | +16,023 | New |
| Huntington National Bank | 15,975 | $832.8K | 0.01% | −2,819−15.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 15,878 | $827.7K | 0.50% | +535+3.5% | Added |
| Vise Technologies, Inc. | 15,711 | $819.0K | 0.20% | +1,258+8.7% | Added |
| Apollon Wealth Management, LLC | 15,652 | $815.9K | 0.04% | +8,810+128.8% | Added |
| Colonial River Wealth Management, LLC | 15,630 | $814.8K | 0.54% | +15,630 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,598 | $813.2K | 0.05% | −1,998−11.4% | Reduced |
| Bailard, Inc. | 15,593 | $812.9K | 0.03% | +733+4.9% | Added |
| Israel Discount Bank of New York | 15,519 | $809.0K | 0.64% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15,184 | $791.5K | 0.29% | −202−1.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,174 | $791.0K | 0.10% | +2,180+16.8% | Added |
| Murphy Pohlad Asset Management LLC | 15,082 | $786.2K | 0.34% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15,071 | $785.7K | 0.09% | +9,233+158.2% | Added |
| Aberdeen Wealth Management LLC | 14,999 | $781.9K | 0.57% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 14,889 | $776.2K | 0.29% | +279+1.9% | Added |
| Steward Partners Investment Advisory, LLC | 14,881 | $775.8K | 0.01% | +8+0.1% | Added |
| LCM Capital Management Inc | 14,866 | $775.0K | 0.63% | +136+0.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 14,725 | $767.6K | 0.53% | +1,700+13.1% | Added |
| GoalVest Advisory LLC | 14,702 | $766.4K | 0.40% | −6,958−32.1% | Reduced |
| Douglas Lane & Associates, LLC | 14,691 | $765.9K | 0.01% | −285−1.9% | Reduced |
| DMG Group, LLC | 14,560 | $759.0K | 0.76% | +924+6.8% | Added |
| Dearborn Partners LLC | 14,499 | $755.8K | 0.03% | +456+3.2% | Added |
| FLC Capital Advisors | 14,403 | $750.8K | 0.22% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 14,339 | $747.5K | 0.98% | −331−2.3% | Reduced |
| Grove Bank & Trust | 14,124 | $736.3K | 0.15% | +863+6.5% | Added |
| Freestone Capital Holdings, LLC | 13,953 | $727.4K | 0.03% | −2,679−16.1% | Reduced |
| Moloney Securities Asset Management, LLC | 13,938 | $726.6K | 0.13% | +23+0.2% | Added |
| Choate Investment Advisors | 13,928 | $726.1K | 0.03% | +889+6.8% | Added |
| River Street Advisors LLC | 13,878 | $723.5K | 0.69% | −472−3.3% | Reduced |
| First Affirmative Financial Network | 13,692 | $713.8K | 0.71% | +1,871+15.8% | Added |
| Bank of Nova Scotia Trust Co | 13,400 | $698.5K | 0.07% | −1,300−8.8% | Reduced |
| Sky Investment Group LLC | 13,329 | $694.8K | 0.15% | −13,818−50.9% | Reduced |
| NewEdge Wealth, LLC | 13,233 | $689.8K | 0.02% | +2,093+18.8% | Added |
| Global Retirement Partners, LLC | 13,194 | $687.8K | 0.03% | −41−0.3% | Reduced |
| Reuter James Wealth Management, LLC | 13,189 | $687.6K | 0.83% | +2,258+20.7% | Added |
| Edge Capital Group, LLC | 13,159 | $686.0K | 0.04% | +2,438+22.7% | Added |
| Jeppson Wealth Management, LLC | 13,118 | $683.9K | 0.30% | −380−2.8% | Reduced |
| Lake Street Advisors Group, LLC | 13,037 | $680.0K | 0.04% | −660−4.8% | Reduced |
| Marcum Wealth, LLC | 13,041 | $679.8K | 0.08% | +256+2.0% | Added |
| Boit C F David | 13,000 | $677.7K | 0.45% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 12,942 | $675.0K | 0.14% | +611+5.0% | Added |
| Douglass Winthrop Advisors, LLC | 12,933 | $674.2K | 0.02% | +278+2.2% | Added |
| Stock Yards Bank & Trust Co | 12,898 | $672.4K | 0.02% | −1,564−10.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,886 | $672.0K | 0.03% | −1,047−7.5% | Reduced |
| North Star Investment Management Corp. | 12,839 | $669.3K | 0.05% | +50.0% | Added |
| BCGM Wealth Management, LLC | 12,694 | $661.7K | 0.29% | +939+8.0% | Added |
| Boston Private Wealth LLC | 12,646 | $659.2K | 0.01% | −1,215−8.8% | Reduced |
| Toroso Investments, LLC | 12,594 | $657.0K | 0.02% | +885+7.6% | Added |
| Legacy Financial Advisors, Inc. | 12,534 | $653.4K | 0.12% | +2,032+19.3% | Added |
| Ballentine Partners, LLC | 12,502 | $651.7K | 0.01% | +3,791+43.5% | Added |
| Court Place Advisors, LLC | 12,418 | $647.3K | 0.23% | −300−2.4% | Reduced |
| Continuum Advisory, LLC | 12,360 | $644.4K | 0.10% | +443+3.7% | Added |
| Notis-McConarty Edward | 12,360 | $644.3K | 0.25% | −7,920−39.1% | Reduced |
| Chemistry Wealth Management LLC | 12,311 | $641.8K | 0.21% | +60.0% | Added |
| Wolverine Trading, LLC | 12,350 | $636.3K | 0.01% | +12,350 | New |
| Private Trust Co NA | 12,199 | $635.9K | 0.08% | +2,357+23.9% | Added |
| Prime Capital Investment Advisors, LLC | 12,197 | $635.9K | 0.01% | −3,047−20.0% | Reduced |
| Excalibur Management Corp | 12,179 | $634.9K | 0.32% | −300−2.4% | Reduced |
| Shelton Capital Management | 12,134 | $632.5K | 0.02% | −3,189−20.8% | Reduced |
| Chiron Capital Management, LLC | 12,100 | $630.8K | 0.50% | +1,800+17.5% | Added |
| Glenview Trust Co | 12,026 | $626.9K | 0.02% | +867+7.8% | Added |
| HB Wealth Management, LLC | 12,016 | $626.4K | 0.01% | +1,632+15.7% | Added |
| Covenant Partners, LLC | 11,970 | $624.0K | 0.23% | −802−6.3% | Reduced |
| Thoroughbred Financial Services, LLC | 11,956 | $623.0K | 0.08% | +10+0.1% | Added |
| Clarius Group, LLC | 11,926 | $621.7K | 0.05% | +26+0.2% | Added |
| Strategic Global Advisors, LLC | 11,920 | $621.4K | 0.10% | −225−1.9% | Reduced |
| Salvus Wealth Management, LLC | 11,880 | $619.3K | 0.48% | +395+3.4% | Added |
| Robertson Stephens Wealth Management, LLC | 11,838 | $617.1K | 0.04% | −600−4.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 11,680 | $608.9K | 0.03% | +350+3.1% | Added |
| Principle Wealth Partners LLC | 11,666 | $608.1K | 0.06% | −1,700−12.7% | Reduced |
| Garrett Wealth Advisory Group, LLC | 11,611 | $605.3K | 0.27% | +814+7.5% | Added |
| Proequities, Inc. | 11,589 | $604.1K | 0.05% | +27+0.2% | Added |
| Hartford Investment Management Co | 11,332 | $590.7K | 0.02% | +1,878+19.9% | Added |
| Ausdal Financial Partners, Inc. | 11,328 | $590.6K | 0.08% | +213+1.9% | Added |
| Cozad Asset Management Inc | 11,328 | $590.5K | 0.07% | −649−5.4% | Reduced |
| Joel Isaacson & Co., LLC | 11,280 | $588.0K | 0.04% | +20.0% | Added |
| Roman Butler Fullerton & Co | 10,991 | $580.5K | 0.27% | −394−3.5% | Reduced |
| Wellington Shields & Co., LLC | 11,112 | $579.3K | 0.14% | −8,900−44.5% | Reduced |
| Wellington Shields Capital Management, LLC | 11,110 | $579.2K | 0.07% | 00.0% | Unchanged |
| Fiduciary Group LLC | 11,042 | $575.6K | 0.07% | +1,304+13.4% | Added |
| Wescott Financial Advisory Group, LLC | 11,037 | $575.4K | 0.10% | −245−2.2% | Reduced |
| Manchester Capital Management LLC | 11,032 | $575.1K | 0.08% | −306−2.7% | Reduced |
| IFG Advisory, LLC | 11,021 | $574.5K | 0.05% | +1,093+11.0% | Added |
| Physicians Financial Services, Inc. | 11,001 | $573.0K | 0.22% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 10,969 | $571.8K | 0.38% | +41+0.4% | Added |
| Range Financial Group LLC | 10,962 | $571.4K | 0.36% | −1,575−12.6% | Reduced |
| Evergreen Capital Management LLC | 10,816 | $563.8K | 0.02% | +356+3.4% | Added |
| Nuance Investments, LLC | 10,813 | $563.7K | 0.01% | −108−1.0% | Reduced |
| Delaney Dennis R | 10,800 | $563.0K | 0.34% | −3,672−25.4% | Reduced |
| Flputnam Investment Management Co | 10,732 | $559.5K | 0.02% | −3,485−24.5% | Reduced |
| EPG Wealth Management LLC | 10,689 | $557.2K | 0.16% | −97−0.9% | Reduced |
| Drive Wealth Management, LLC | 10,674 | $556.4K | 0.21% | −61−0.6% | Reduced |
| Leavell Investment Management, Inc. | 10,635 | $554.0K | 0.04% | +20+0.2% | Added |
| IHT Wealth Management, LLC | 10,619 | $553.6K | 0.03% | −220−2.0% | Reduced |
| EP Wealth Advisors, LLC | 10,869 | $551.3K | 0.01% | −72,625−87.0% | Reduced |
| Stokes Family Office, LLC | 10,564 | $550.7K | 0.06% | +10,564 | New |
| WR Wealth Planners, LLC | 10,535 | $549.2K | 0.21% | +361+3.5% | Added |
| Carnegie Capital Asset Management, LLC | 10,520 | $548.4K | 0.02% | −545−4.9% | Reduced |
| Five Oceans Advisors | 10,516 | $548.2K | 0.35% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,485 | $546.6K | 0.04% | +2,831+37.0% | Added |