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, Q3 2023
Institutional positions in Unilever PLC as of Sep 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
- 1,068
- −4 vs. Q2 2023
- Shares held
- 249.9M
- −3.24M (−1.3%) vs. Q2 2023
- Total value
- $12.3B
- −$837.0M (−6.3%) vs. Q2 2023
- New holders
- 72
- 410 more added
- Sold out
- 76
- 412 more reduced
12 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 3 | $149 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 4 | $198 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 10 | $494 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $593 | 0.00% | +4+50.0% | Added |
| Abound Wealth Management | 12 | $609 | 0.00% | −48−80.0% | Reduced |
| Coppell Advisory Solutions LLC | 15 | $755 | 0.00% | −72−82.8% | Reduced |
| Dividend Assets Capital, LLC | 30 | $1.00K | 0.00% | −100−76.9% | Reduced |
| Avion Wealth | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 22 | $1.09K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 22 | $1.09K | 0.00% | +22 | New |
| Sanctuary Wealth Management, L.L.C. | 26 | $1.28K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 29 | $1.43K | 0.00% | +29 | New |
| USA Financial Portformulas Corp | 30 | $1.48K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 30 | $1.48K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 34 | $1.68K | 0.00% | +34 | New |
| Global Wealth Management Investment Advisory, Inc. | 36 | $1.78K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 37 | $1.83K | 0.00% | +37 | New |
| Spotlight Asset Group, Inc. | 40 | $1.98K | 0.00% | −118−74.7% | Reduced |
| Buck Wealth Strategies, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $2.08K | 0.00% | −122−74.4% | Reduced |
| Atwood & Palmer Inc | 42 | $2.08K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 43 | $2.12K | 0.00% | −8,761−99.5% | Reduced |
| New Millennium Group LLC | 44 | $2.17K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 48 | $2.37K | 0.00% | +48 | New |
| Pittenger & Anderson Inc | 50 | $2.47K | 0.00% | −62,630−99.9% | Reduced |
| Copeland Capital Management, LLC | 50 | $2.47K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $2.47K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 52 | $2.57K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 59 | $2.92K | 0.00% | +59 | New |
| Beacon Capital Management, LLC | 57 | $2.97K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 69 | $3.41K | 0.00% | −2−2.8% | Reduced |
| HighMark Wealth Management LLC | 70 | $3.46K | 0.00% | −8−10.3% | Reduced |
| PSI Advisors, LLC | 78 | $3.85K | 0.00% | +78 | New |
| Western Pacific Wealth Management, LP | 82 | $4.05K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 83 | $4.10K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 84 | $4.15K | 0.00% | +42+100.0% | Added |
| Legacy Bridge, LLC | 90 | $4.45K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 91 | $4.50K | 0.00% | −3,409−97.4% | Reduced |
| Nordwand Advisors, LLC | 96 | $4.74K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 96 | $4.74K | 0.00% | +96 | New |
| Tompkins Financial Corp | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 101 | $5.00K | 0.00% | +41+68.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 104 | $5.12K | 0.00% | +1+1.0% | Added |
| Bell Investment Advisors, Inc | 115 | $5.68K | 0.00% | +7+6.5% | Added |
| Tower View Investment Management & Research LLC | 113 | $6.00K | 0.00% | +1+0.9% | Added |
| First Financial Corp | 122 | $6.03K | 0.00% | +100+454.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 124 | $6.13K | 0.00% | +124 | New |
| Hollencrest Capital Management | 128 | $6.32K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 128 | $6.32K | 0.00% | +77+151.0% | Added |
| MCF Advisors LLC | 128 | $6.32K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 129 | $6.37K | 0.00% | +129 | New |
| Archer Investment Corp | 150 | $7.41K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 165 | $8.15K | 0.01% | +165 | New |
| General Partner, Inc. | 167 | $8.25K | 0.01% | 00.0% | Unchanged |
| American National Bank | 170 | $8.40K | 0.00% | −2,800−94.3% | Reduced |
| Adirondack Trust Co | 170 | $8.40K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 172 | $8.50K | 0.01% | −135−44.0% | Reduced |
| Macquarie Group Ltd | 173 | $9.00K | 0.00% | +11+6.8% | Added |
| GPS Wealth Strategies Group, LLC | 200 | $9.88K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 200 | $9.88K | 0.00% | +200 | New |
| Pin Oak Investment Advisors Inc | 232 | $11.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 238 | $11.8K | 0.00% | +88+58.7% | Added |
| GW&K Investment Management, LLC | 243 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 234 | $12.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 248 | $12.0K | 0.01% | +2+0.8% | Added |
| Bray Capital Advisors | 250 | $12.3K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 256 | $12.6K | 0.01% | +119+86.9% | Added |
| Transamerica Financial Advisors, Inc. | 262 | $13.0K | 0.00% | +262 | New |
| New England Capital Financial Advisors LLC | 266 | $13.1K | 0.01% | +2+0.8% | Added |
| Rocky Mountain Advisers, LLC | 267 | $13.2K | 0.01% | −37−12.2% | Reduced |
| Versant Capital Management, Inc | 275 | $13.6K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 280 | $14.0K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 288 | $14.2K | 0.01% | +288 | New |
| Baker Avenue Asset Management, LP | 289 | $14.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 315 | $15.6K | 0.01% | +27+9.4% | Added |
| Richard W. Paul & Associates, LLC | 323 | $16.0K | 0.01% | −39−10.8% | Reduced |
| Kozak & Associates, Inc. | 334 | $16.1K | 0.01% | +68+25.6% | Added |
| FSC Wealth Advisors, LLC | 344 | $17.0K | 0.02% | +344 | New |
| Salomon & Ludwin, LLC | 348 | $17.2K | 0.00% | +348 | New |
| LWM Advisory Services, LLC | 357 | $17.6K | 0.02% | +357 | New |
| McIlrath & Eck, LLC | 358 | $17.7K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 364 | $18.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 367 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 373 | $18.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 397 | $19.6K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 400 | $19.8K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 400 | $19.8K | 0.01% | 00.0% | Unchanged |
| Trust Co | 400 | $19.8K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 400 | $19.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 400 | $19.8K | 0.01% | +400 | New |
| Tower Research Capital LLC (TRC) | 405 | $20.0K | 0.00% | −2,250−84.7% | Reduced |
| Maryland Capital Advisors Inc. | 411 | $20.3K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 420 | $20.8K | 0.01% | +1+0.2% | Added |
| Milestone Investment Advisors LLC | 423 | $20.9K | 0.01% | +423 | New |