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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

Q3 2023 vs. Q2 2023

How the institutions holding Unilever PLC changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of UL: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,084121,068−4
Shares253.3M166.4K249.9M−3.24M (−1.3%)
Value$13.2B$8.67M$12.3B−$837.0M (−6.3%)

12 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (72)

Institutions that held Unilever PLC at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to UL in Q3 2023
InstitutionSharesValue% of portfolio
Segall Bryant & Hamill, LLC1,051,384$51.9M0.60%
First Republic Investment Management, Inc.207,016$10.2M0.03%
Envestnet Portfolio Solutions, Inc.201,073$9.93M0.05%
QRG Capital Management, Inc.109,286$5.40M0.09%
Wealth Enhancement Advisory Services, LLC105,299$5.20M0.02%
Graham Capital Management, L.P.87,619$4.33M0.13%
Gates Foundation TrustSuperinvestorGates Foundation Trust72,610$3.59M0.01%
Capital Fund Management S.A.61,526$3.04M0.04%
Arlington Trust Co LLC57,865$2.86M1.17%
Old Port Advisors57,057$2.82M1.02%
Pathway Financial Advisers, LLC34,194$1.69M0.70%
Cubist Systematic Strategies, LLC27,661$1.37M0.02%
Syon Capital LLC26,894$1.33M0.17%
Altman Advisors, Inc.26,471$1.31M0.82%
Vident Advisory, LLC24,481$1.21M0.04%
Lloyd Advisory Services, LLC.24,038$1.19M0.39%
Norden Group LLC24,038$1.19M0.39%
Radnor Capital Management, LLC23,475$1.16M0.23%
Acadian Asset Management LLC23,421$1.16M0.00%
Eley Financial Management, Inc19,659$967.2K0.49%
Greenwood Capital Associates LLC19,220$949.5K0.14%
NBC Securities, Inc.17,406$859.0K0.09%
GTS Securities LLC16,483$814.3K0.02%
Moreno Evelyn V15,764$778.7K0.17%
Ellevest, Inc.15,758$778.4K0.06%
Bayesian Capital Management, LP14,420$712.3K0.08%
Abundance Wealth Counselors14,153$699.0K0.20%
Semmax Financial Advisors Inc.14,074$679.8K0.27%
Rathbone Brothers plc12,631$625.8K0.00%
Ameritas Advisory Services, LLC12,577$621.3K0.03%
Ignite Planners, LLC11,647$570.0K0.17%
Navellier & Associates Inc11,492$567.7K0.10%
Tiaa Trust, National Association11,464$566.3K0.00%
WSFS Capital Management, LLC11,288$557.6K0.04%
Peregrine Asset Advisers, Inc.10,175$502.6K0.26%
Level Four Advisory Services, LLC9,141$451.6K0.03%
Legacy Capital Wealth Partners, LLC9,001$444.7K0.12%
HF Advisory Group, LLC8,527$433.9K0.32%
Cornerstone Wealth Management, LLC8,772$433.3K0.04%
Engineers Gate Manager LP8,686$429.1K0.02%
Dynamic Advisor Solutions LLC7,713$381.0K0.02%
Claro Advisors LLC6,750$333.5K0.08%
Headlands Technologies LLC6,724$332.2K0.16%
Bedel Financial Consulting Inc6,490$320.6K0.06%
Arete Wealth Advisors, LLC5,912$292.1K0.05%
Cable Hill Partners, LLC5,509$272.2K0.04%
Aurora Private Wealth, Inc.4,755$235.0K0.26%
Tiedemann Advisors, LLC4,688$231.6K0.01%
Monticello Wealth Management, LLC4,580$226.3K0.02%
Bridgefront Capital, LLC4,196$207.3K0.15%
Certified Advisory Corp21,848$135.7K0.02%
LGT Financial Advisors LLC1,474$72.8K0.09%
Householder Group Estate & Retirement Specialist, LLC449$22.2K0.01%
Milestone Investment Advisors LLC423$20.9K0.01%
Atlantic Trust, LLC400$19.8K0.01%
LWM Advisory Services, LLC357$17.6K0.02%
Salomon & Ludwin, LLC348$17.2K0.00%
FSC Wealth Advisors, LLC344$17.0K0.02%
Provence Wealth Management Group288$14.2K0.01%
Transamerica Financial Advisors, Inc.262$13.0K0.00%
Jamison Private Wealth Management, Inc.200$9.88K0.00%
CoreFirst Bank & Trust165$8.15K0.01%
Founders Capital Management129$6.37K0.00%
Annis Gardner Whiting Capital Advisors, LLC124$6.13K0.00%
Lee Financial Co96$4.74K0.00%
PSI Advisors, LLC78$3.85K0.00%
St Germain D J Co Inc59$2.92K0.00%
City Holding Co48$2.37K0.00%
Iron Horse Wealth Management, LLC37$1.83K0.00%
Flaharty Asset Management, LLC34$1.68K0.00%
Macroview Investment Management LLC29$1.43K0.00%
Hibernia Wealth Partners, LLC22$1.09K0.00%

Sold out (76)

Institutions that held Unilever PLC at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of UL in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Balyasny Asset Management LLC704,217$36.7M
SG Americas Securities, LLC172,400$8.99M
Matrix Asset Advisors Inc152,125$7.93M
Veritable, L.P.81,324$4.24M
Squarepoint Ops LLC72,869$3.80M
Cantor Fitzgerald, L. P.53,602$2.79M
Aquatic Capital Management LLC43,100$2.25M
U.S. Capital Wealth Advisors, LLC34,642$1.81M
Stolper Co25,409$1.32M
Capstone Investment Advisors, LLC24,819$1.29M
PFG Advisors24,515$1.28M
Vident Investment Advisory, LLC20,151$1.05M
Harrington Investments, INC18,771$978.5K
Clifford Capital Partners LLC16,023$835.3K
Colonial River Wealth Management, LLC15,630$814.8K
Nuance Investments, LLC10,813$563.7K
Delaney Dennis R10,800$563.0K
Susquehanna International Securities, Ltd.10,263$535.0K
Cordatus Wealth Management LLC9,612$501.0K
Cypress Asset Management Inc8,523$444.3K
Future Financial Wealth Managment LLC7,986$416.3K
Meridian Wealth Advisors, LLC7,756$404.3K
Summit X, LLC7,335$382.4K
Coastline Trust Co7,140$372.2K
Financial Advisory Service, Inc.6,897$359.5K
StoneX Group Inc.5,991$312.3K
Kidder Stephen W5,840$304.4K
Simon Quick Advisors, LLC5,653$294.7K
Puzo Michael J5,475$285.4K
Jump Financial, LLC5,310$276.8K
Buckingham Capital Management, Inc.5,081$264.9K
Nwam LLC4,991$260.2K
Wedbush Securities Inc4,882$255.0K
ExodusPoint Capital Management, LP4,733$247.0K
FORA Capital, LLC4,677$243.8K
Select Asset Management & Trust4,553$237.0K
Moneta Group Investment Advisors LLC4,485$233.8K
Clear Harbor Asset Management, LLC4,302$224.3K
Davis R M Inc4,265$222.0K
Independent Financial Group, LLC4,179$217.8K
Callan Family Office, LLC4,161$216.9K
Rede Wealth, LLC4,089$213.2K
Carret Asset Management, LLC4,044$210.8K
Inscription Capital, LLC4,041$210.7K
UMA Financial Services, Inc.4,012$209.7K
Hancock Whitney Corp4,018$209.0K
Mitchell McLeod Pugh & Williams Inc4,002$208.6K
Private Wealth Partners, LLC4,000$208.5K
BigSur Wealth Management LLC4,000$208.5K
Proficio Capital Partners LLC3,976$207.3K
SL Advisors, LLC3,938$205.3K
Verition Fund Management LLC3,936$205.2K
Franklin Street Advisors Inc3,901$203.0K
Ti-Trust, Inc3,881$202.3K
Edmond de Rothschild Holding S.A.3,213$167.5K
Ridgewood Investments LLC3,179$165.7K
Options Solutions, LLC2,000$104.3K
Old Point Trust & Financial Services N A1,608$83.8K
WealthPLAN Partners, LLC750$39.1K
WealthPlan Investment Management, LLC346$18.0K
ICA Group Wealth Management, LLC295$15.4K
TD Ameritrade Investment Management, LLC285$15.0K
MRP Capital Investments, LLC247$12.9K
Monetary Management Group Inc200$10.4K
Cyrus J. Lawrence, LLC210$10.0K
Mine & Arao Wealth Creation & Management, LLC.143$7.46K
Disciplined Investments, LLC125$6.52K
Global Wealth Strategies & Associates104$5.42K
Jackson, Grant Investment Advisers, Inc.100$5.21K
Sofos Investments, Inc.52$5.03K
Safeguard Financial, LLC97$5.00K
Nalls Sherbakoff Group, LLC40$2.00K
Financial Synergies Wealth Advisors, Inc.34$1.77K
Clearview Wealth Advisors LLC33$1.72K
FIL Ltd22$1.15K
Comerica Bank242,652$8

Not filed for Q3 2023 yet (12)

Institutions that held Unilever PLC at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UL in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
44 Wealth Management LLC71,211$3.71M
BerganKDV Wealth Management, LLC36,095$1.88M
Intercontinental Wealth Advisors, LLC20,086$1.05M
Tiaa, FSB9,751$508.3K
Vigilant Capital Management, LLC9,185$479.0K
BDO Wealth Advisors, LLC7,341$382.7K
Heron Financial Group, LLC4,800$250.2K
Financial Architects, Inc4,066$212.0K
Endurance Wealth Management, Inc.1,659$86.0K
Cowen Prime Advisors LLC1,493$77.8K
Kistler-Tiffany Companies, LLC474$24.7K
First Capital Advisors Group, LLC.228$11.9K