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; 1,192 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 | 1,192 | $15.5B |
| Q1 2026 | 1,174 | $13.7B |
| Q4 2025 | 1,157 | $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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 7,176 | $374.0K | 0.18% | +7,176 | New |
| Pinnacle Wealth Planning Services, Inc. | 7,165 | $373.5K | 0.06% | −430−5.7% | Reduced |
| Coastline Trust Co | 7,140 | $372.2K | 0.05% | −3,500−32.9% | Reduced |
| Lion Street Advisors, LLC | 6,913 | $370.4K | 0.12% | +601+9.5% | Added |
| Credit Suisse AG | 7,036 | $366.9K | 0.00% | +2,372+50.9% | Added |
| Beese Fulmer Investment Management, Inc. | 7,036 | $366.8K | 0.04% | +693+10.9% | Added |
| Brighton Jones LLC | 7,017 | $365.8K | 0.02% | +2,229+46.6% | Added |
| Port Capital LLC | 7,000 | $365.0K | 0.02% | 00.0% | Unchanged |
| Fca Corp | 7,000 | $364.9K | 0.14% | 00.0% | Unchanged |
| Connolly Sarah T. | 6,985 | $364.1K | 0.22% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,897 | $359.5K | 0.05% | +168+2.5% | Added |
| Independent Advisor Alliance | 6,852 | $357.2K | 0.02% | −1,176−14.6% | Reduced |
| DGS Capital Management, LLC | 6,834 | $356.3K | 0.18% | +42+0.6% | Added |
| Sabal Trust CO | 6,832 | $356.2K | 0.02% | +1,277+23.0% | Added |
| AlphaQ Advisors LLC | 6,816 | $355.3K | 0.26% | +384+6.0% | Added |
| Thrive Capital Management, LLC | 6,798 | $354.4K | 0.20% | +1,461+27.4% | Added |
| Chase Investment Counsel Corp | 6,741 | $351.0K | 0.18% | +6,741 | New |
| Moseley Investment Management Inc | 6,720 | $350.3K | 0.20% | −506−7.0% | Reduced |
| Empower Advisory Group, LLC | 6,672 | $347.8K | 0.00% | −16−0.2% | Reduced |
| Perigon Wealth Management, LLC | 6,671 | $347.8K | 0.01% | +1,683+33.7% | Added |
| Solidarilty Wealth, LLC | 6,595 | $343.8K | 0.14% | −1,598−19.5% | Reduced |
| Boston Financial Mangement LLC | 6,582 | $343.1K | 0.01% | −120−1.8% | Reduced |
| Mengis Capital Management, Inc. | 6,567 | $342.3K | 0.07% | +200+3.1% | Added |
| WoodTrust Financial Corp | 6,500 | $339.0K | 0.06% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,490 | $338.3K | 0.07% | +280+4.5% | Added |
| O'Brien Greene & Co. Inc | 6,479 | $338.0K | 0.12% | 00.0% | Unchanged |
| Platform Technology Partners | 6,611 | $337.6K | 0.16% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 6,463 | $336.9K | 0.08% | +66+1.0% | Added |
| Eqis Capital Management, Inc. | 6,441 | $335.8K | 0.04% | +2,507+63.7% | Added |
| Diligent Investors, LLC | 6,411 | $334.2K | 0.10% | +20.0% | Added |
| Sutton Wealth Advisors Inc. | 6,396 | $333.4K | 0.16% | +442+7.4% | Added |
| Bradley Foster & Sargent Inc | 6,389 | $333.1K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,392 | $333.0K | 0.25% | +70+1.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,302 | $328.5K | 0.06% | +2,095+49.8% | Added |
| Hummer Financial Advisory Services Inc | 6,250 | $325.8K | 0.32% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,208 | $323.6K | 0.02% | +1,239+24.9% | Added |
| Aries Wealth Management | 6,179 | $322.1K | 0.12% | −130−2.1% | Reduced |
| Schrum Private Wealth Management LLC | 6,161 | $321.2K | 0.35% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6,160 | $321.1K | 0.13% | −7,055−53.4% | Reduced |
| Stratos Wealth Advisors, LLC | 6,123 | $319.2K | 0.02% | −22−0.4% | Reduced |
| Equitable Holdings, Inc. | 6,121 | $319.1K | 0.00% | +6,121 | New |
| Argonautica Private Wealth Management, Inc | 6,065 | $316.2K | 0.14% | +1,617+36.4% | 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 |
| Colonial Trust Co | 5,999 | $312.7K | 0.07% | +2,173+56.8% | Added |
| StoneX Group Inc. | 5,991 | $312.3K | 0.03% | +5,991 | New |
| Probity Advisors, Inc. | 5,973 | $311.4K | 0.07% | +5,973 | New |
| Moody National Bank Trust Division | 5,970 | $311.2K | 0.02% | −377−5.9% | Reduced |
| Roberts Glore & Co Inc | 5,941 | $309.7K | 0.10% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 5,925 | $308.9K | 0.31% | −145−2.4% | Reduced |
| CVA Family Office, LLC | 5,885 | $306.8K | 0.06% | +187+3.3% | Added |
| Integrated Advisors Network LLC | 5,843 | $304.6K | 0.02% | +957+19.6% | Added |
| Kidder Stephen W | 5,840 | $304.4K | 0.10% | −650−10.0% | Reduced |
| Addison Advisors LLC | 5,829 | $303.9K | 0.15% | +254+4.6% | Added |
| Mill Creek Capital Advisors, LLC | 5,798 | $302.3K | 0.01% | −6,005−50.9% | Reduced |
| Gallacher Capital Management LLC | 5,794 | $302.0K | 0.17% | +381+7.0% | Added |
| Applied Finance Capital Management, LLC | 5,676 | $295.9K | 0.03% | +559+10.9% | Added |
| Simon Quick Advisors, LLC | 5,653 | $294.7K | 0.03% | −1,086−16.1% | Reduced |
| Avalon Trust Co | 5,600 | $291.9K | 0.03% | −900−13.8% | Reduced |
| Lindbrook Capital, LLC | 5,577 | $290.7K | 0.03% | −580−9.4% | Reduced |
| Atlas Brown,Inc. | 5,561 | $289.9K | 0.13% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,560 | $289.8K | 0.03% | +5,560 | New |
| Parkside Financial Bank & Trust | 5,546 | $289.1K | 0.07% | +250+4.7% | Added |
| David Loasby | 5,619 | $288.3K | 0.03% | +1,197+27.1% | Added |
| Shorepoint Capital Partners LLC | 5,530 | $288.3K | 0.08% | −1,111−16.7% | Reduced |
| Augustine Asset Management Inc | 5,508 | $287.1K | 0.13% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,506 | $287.0K | 0.04% | −30−0.5% | Reduced |
| Traphagen Investment Advisors LLC | 5,492 | $286.3K | 0.04% | −190−3.3% | Reduced |
| Puzo Michael J | 5,475 | $285.4K | 0.09% | −1,024−15.8% | Reduced |
| Graybill Bartz & Assoc Ltd | 5,438 | $283.5K | 0.13% | −192−3.4% | Reduced |
| BNP Paribas Arbitrage, SA | 5,424 | $282.8K | 0.00% | +906+20.1% | Added |
| Lincoln National Corp | 5,392 | $281.1K | 0.01% | +190+3.7% | Added |
| Palladiem, LLC | 5,379 | $280.4K | 0.29% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,375 | $280.2K | 0.14% | −140−2.5% | Reduced |
| Aspen Grove Capital, LLC | 5,317 | $277.2K | 0.09% | +397+8.1% | Added |
| Jump Financial, LLC | 5,310 | $276.8K | 0.01% | +1,309+32.7% | Added |
| Legacy Private Trust Co. | 5,306 | $276.6K | 0.02% | +385+7.8% | Added |
| Merit Financial Group, LLC | 5,275 | $275.0K | 0.01% | +5,275 | New |
| Aaron Wealth Advisors | 5,269 | $274.7K | 0.04% | +791+17.7% | Added |
| HBK Sorce Advisory LLC | 5,256 | $274.0K | 0.01% | +299+6.0% | Added |
| Hunter Associates Investment Management LLC | 5,250 | $274.0K | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 5,240 | $273.0K | 0.00% | −32−0.6% | Reduced |
| KC Investment Advisors, LLC | 5,165 | $269.3K | 0.18% | −1,465−22.1% | Reduced |
| Borer Denton & Associates, Inc. | 5,155 | $268.7K | 0.11% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 5,112 | $266.5K | 0.06% | −25−0.5% | Reduced |
| Colonial Trust Advisors | 5,107 | $266.2K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,091 | $265.4K | 0.02% | +5,091 | New |
| Buckingham Capital Management, Inc. | 5,081 | $264.9K | 0.04% | −13,970−73.3% | Reduced |
| Verity & Verity, LLC | 5,066 | $264.1K | 0.03% | +5,066 | New |
| Wintrust Investments LLC | 5,057 | $264.0K | 0.03% | +54+1.1% | Added |
| SageView Advisory Group, LLC | 5,047 | $263.1K | 0.01% | +5,047 | New |
| Baldwin Brothers Inc | 5,033 | $262.4K | 0.02% | +4+0.1% | Added |
| Value Partners Investments Inc. | 5,027 | $262.2K | 0.02% | +926+22.6% | Added |
| Boston Family Office LLC | 5,040 | $262.0K | 0.02% | −400−7.4% | Reduced |
| Regal Investment Advisors LLC | 5,012 | $261.3K | 0.02% | +23+0.5% | Added |
| Nwam LLC | 4,991 | $260.2K | 0.02% | +744+17.5% | Added |
| Mayflower Financial Advisors, LLC | 4,970 | $259.1K | 0.03% | −9−0.2% | Reduced |
| AdvisorNet Financial, Inc | 4,935 | $257.3K | 0.02% | +86+1.8% | Added |
| Jacobi Capital Management LLC | 4,911 | $256.0K | 0.03% | −1,008−17.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,900 | $255.4K | 0.03% | −250−4.9% | Reduced |