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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 4,900 | $255.4K | 0.01% | −198−3.9% | Reduced |
| Wedbush Securities Inc | 4,882 | $255.0K | 0.01% | −477−8.9% | Reduced |
| Tacita Capital Inc | 4,900 | $255.0K | 0.19% | 00.0% | Unchanged |
| Optas, LLC | 4,891 | $255.0K | 0.09% | +117+2.5% | Added |
| Mission Wealth Management, LP | 4,884 | $254.6K | 0.01% | −24−0.5% | Reduced |
| Breakwater Capital Group | 4,865 | $253.6K | 0.09% | −83−1.7% | Reduced |
| Carr Financial Group Corp | 4,801 | $250.3K | 0.10% | +20.0% | Added |
| Heron Financial Group, LLC | 4,800 | $250.2K | 0.13% | −12−0.2% | Reduced |
| Centaurus Financial, Inc. | 4,790 | $250.0K | 0.02% | −1,550−24.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,800 | $250.0K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 4,798 | $250.0K | 0.00% | +4,798 | New |
| Renasant Bank | 4,791 | $249.8K | 0.20% | −1,248−20.7% | Reduced |
| DRW Securities, LLC | 4,773 | $249.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4,757 | $248.0K | 0.03% | +4,757 | New |
| Chicago Trust Co NA | 4,756 | $247.9K | 0.06% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,733 | $247.0K | 0.00% | +4,733 | New |
| Klingenstein Fields & Co LP | 4,725 | $246.3K | 0.01% | 00.0% | Unchanged |
| SPC Financial, Inc. | 4,725 | $246.3K | 0.03% | +4,725 | New |
| Symphony Financial, Ltd. Co. | 4,776 | $246.1K | 0.06% | −41−0.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,717 | $245.9K | 0.18% | +16+0.3% | Added |
| Gladstone Institutional Advisory LLC | 4,715 | $245.8K | 0.01% | +383+8.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,711 | $245.6K | 0.03% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,705 | $245.3K | 0.04% | −4−0.1% | Reduced |
| Fulcrum Capital LLC | 4,702 | $245.1K | 0.06% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 4,693 | $244.6K | 0.10% | −550−10.5% | Reduced |
| Lantz Financial LLC | 4,685 | $244.2K | 0.10% | +642+15.9% | Added |
| FORA Capital, LLC | 4,677 | $243.8K | 0.03% | +4,677 | New |
| 9258 Wealth Management, LLC | 4,607 | $240.2K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 4,598 | $239.7K | 0.01% | +594+14.8% | Added |
| Select Asset Management & Trust | 4,553 | $237.0K | 0.14% | −37−0.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,526 | $235.9K | 0.04% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,520 | $235.6K | 0.06% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,500 | $234.6K | 0.07% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,500 | $234.6K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,485 | $233.8K | 0.01% | +4,485 | New |
| S.A. Mason LLC | 4,493 | $233.3K | 0.17% | 00.0% | Unchanged |
| Riverview Trust Co | 4,470 | $233.0K | 0.21% | 00.0% | Unchanged |
| Hyman Charles D | 4,465 | $233.0K | 0.01% | −3,000−40.2% | Reduced |
| Beutel, Goodman & Co Ltd. | 4,430 | $230.0K | 0.00% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,400 | $229.4K | 0.15% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 4,399 | $229.3K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,397 | $229.2K | 0.03% | +180+4.3% | Added |
| Washington Trust Advisors, Inc. | 4,341 | $226.3K | 0.02% | −364−7.7% | Reduced |
| Clear Harbor Asset Management, LLC | 4,302 | $224.3K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 4,297 | $224.0K | 0.26% | +4,297 | New |
| Knights of Columbus Asset Advisors LLC | 4,294 | $223.8K | 0.02% | −1,421−24.9% | Reduced |
| Sepio Capital, LP | 4,287 | $223.5K | 0.02% | −158−3.6% | Reduced |
| Absher Wealth Management, LLC | 4,285 | $223.4K | 0.04% | −403−8.6% | Reduced |
| Davis R M Inc | 4,265 | $222.0K | 0.01% | +410+10.6% | Added |
| Forum Financial Management, LP | 4,253 | $221.7K | 0.00% | −10.0% | Reduced |
| IFP Advisors, Inc | 5,938 | $219.9K | 0.01% | +392+7.1% | Added |
| High Net Worth Advisory Group LLC | 4,184 | $218.1K | 0.08% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,179 | $217.8K | 0.02% | −335−7.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 4,168 | $217.3K | 0.12% | +42+1.0% | Added |
| Hartford Funds Management Co LLC | 4,165 | $217.1K | 0.02% | +4,165 | New |
| Callan Family Office, LLC | 4,161 | $216.9K | 0.06% | −1,133−21.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,150 | $216.3K | 0.23% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 4,131 | $215.3K | 0.20% | −127−3.0% | Reduced |
| Alera Investment Advisors, LLC | 4,126 | $215.1K | 0.05% | −6−0.1% | Reduced |
| Rede Wealth, LLC | 4,089 | $213.2K | 0.10% | +4,089 | New |
| Sittner & Nelson, LLC | 4,085 | $213.0K | 0.12% | −2,113−34.1% | Reduced |
| IMS Capital Management | 4,066 | $212.0K | 0.12% | 00.0% | Unchanged |
| Financial Architects, Inc | 4,066 | $212.0K | 0.03% | +67+1.7% | Added |
| Column Capital Advisors, LLC | 4,065 | $211.9K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,058 | $211.6K | 0.03% | +4,058 | New |
| Carret Asset Management, LLC | 4,044 | $210.8K | 0.03% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,041 | $210.7K | 0.07% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,012 | $209.7K | 0.05% | +7+0.2% | Added |
| Arkadios Wealth Advisors | 4,010 | $209.1K | 0.02% | +4,010 | New |
| Toronto Dominion Bank | 4,015 | $209.0K | 0.00% | −225−5.3% | Reduced |
| Hancock Whitney Corp | 4,018 | $209.0K | 0.01% | +4,018 | New |
| Mitchell McLeod Pugh & Williams Inc | 4,002 | $208.6K | 0.06% | 00.0% | Unchanged |
| Credit Agricole S A | 4,000 | $208.5K | 0.01% | −1,000−20.0% | Reduced |
| BigSur Wealth Management LLC | 4,000 | $208.5K | 0.10% | −500−11.1% | Reduced |
| Private Wealth Partners, LLC | 4,000 | $208.5K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,976 | $207.3K | 0.03% | +103+2.7% | Added |
| SL Advisors, LLC | 3,938 | $205.3K | 0.46% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,936 | $205.2K | 0.00% | +3,936 | New |
| Franklin Street Advisors Inc | 3,901 | $203.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,884 | $202.5K | 0.07% | −81−2.0% | Reduced |
| Ti-Trust, Inc | 3,881 | $202.3K | 0.19% | −136−3.4% | Reduced |
| Bank of Hawaii | 3,848 | $200.6K | 0.01% | −1,075−21.8% | Reduced |
| Garrison Asset Management, LLC | 3,847 | $200.5K | 0.12% | −210−5.2% | Reduced |
| First Horizon Advisors, Inc. | 3,818 | $199.0K | 0.01% | +121+3.3% | Added |
| Mondrian Investment Partners LTD | 3,598 | $187.6K | 0.00% | +2,798+349.8% | Added |
| Venturi Wealth Management, LLC | 3,500 | $182.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,512 | $176.8K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,348 | $174.0K | 0.00% | −9,220−73.4% | Reduced |
| Tyler-Stone Wealth Management | 3,273 | $171.0K | 0.10% | +3,273 | New |
| Compass Wealth Management LLC | 3,229 | $168.3K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,214 | $167.5K | 0.04% | +943+41.5% | Added |
| Edmond de Rothschild Holding S.A. | 3,213 | $167.5K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,179 | $165.7K | 0.09% | −8,689−73.2% | Reduced |
| Delta Asset Management LLC | 3,092 | $161.2K | 0.02% | +1,200+63.4% | Added |
| Heritage Wealth Advisors | 3,075 | $160.3K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,015 | $157.0K | 0.01% | −135−4.3% | Reduced |
| American National Bank | 2,970 | $154.8K | 0.03% | +2,000+206.2% | Added |
| Golden State Equity Partners | 2,944 | $153.5K | 0.04% | −7,752−72.5% | Reduced |
| Contravisory Investment Management, Inc. | 2,856 | $148.9K | 0.04% | +1,239+76.6% | Added |
| Glen Eagle Advisors, LLC | 2,787 | $145.3K | 0.03% | +175+6.7% | Added |