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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

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.

Institutional holdersQ3 2023: 1,068 institutions
Q1 2021: 1,035 institutionsQ2 2021: 1,042 institutionsQ3 2021: 1,007 institutionsQ4 2021: 1,099 institutionsQ1 2022: 1,022 institutionsQ2 2022: 1,059 institutionsQ3 2022: 1,019 institutionsQ4 2022: 1,105 institutionsQ1 2023: 1,106 institutionsQ2 2023: 1,084 institutionsQ3 2023: 1,068 institutionsQ4 2023: 1,109 institutionsQ1 2024: 1,093 institutionsQ2 2024: 1,111 institutionsQ3 2024: 1,175 institutionsQ4 2024: 1,188 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,187 institutionsQ3 2025: 1,174 institutionsQ4 2025: 1,158 institutionsQ1 2026: 1,175 institutionsQ2 2026: 1,193 institutions
Value heldQ3 2023: $12.3B
Q1 2021: $12.7BQ2 2021: $13.7BQ3 2021: $12.7BQ4 2021: $13.3BQ1 2022: $10.7BQ2 2022: $11.4BQ3 2022: $11.5BQ4 2022: $13.4BQ1 2023: $13.5BQ2 2023: $13.2BQ3 2023: $12.3BQ4 2023: $11.8BQ1 2024: $12.4BQ2 2024: $12.7BQ3 2024: $14.2BQ4 2024: $12.5BQ1 2025: $13.1BQ2 2025: $14.0BQ3 2025: $13.9BQ4 2025: $13.9BQ1 2026: $13.7BQ2 2026: $15.5B
Institutions holding UL and their total value by quarter
QuarterHoldersValue
Q2 20261,193$15.5B
Q1 20261,175$13.7B
Q4 20251,158$13.9B
Q3 20251,174$13.9B
Q2 20251,187$14.0B
Q1 20251,179$13.1B
Q4 20241,188$12.5B
Q3 20241,175$14.2B
Q2 20241,111$12.7B
Q1 20241,093$12.4B
Q4 20231,109$11.8B
Q3 20231,068$12.3B
Q2 20231,084$13.2B
Q1 20231,106$13.5B
Q4 20221,105$13.4B
Q3 20221,019$11.5B
Q2 20221,059$11.4B
Q1 20221,022$10.7B
Q4 20211,099$13.3B
Q3 20211,007$12.7B
Q2 20211,042$13.7B
Q1 20211,035$12.7B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q2 2023.

Institutions holding UL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Federation des caisses Desjardins du Quebec562,403$27.8M0.29%−10,849−1.9%Reduced
Tocqueville Asset Management L.P.579,449$28.6M0.54%−11,347−1.9%Reduced
Jarislowsky, Fraser Ltd592,479$29.3M0.19%−13,916−2.3%Reduced
Advisors Capital Management, LLC601,865$29.7M0.75%+14,124+2.4%Added
GWM Advisors LLC605,099$29.9M0.33%+39,002+6.9%Added
Morningstar Investment Services LLC612,503$30.1M0.39%−6,104−1.0%Reduced
CI Private Wealth, LLC611,109$30.2M0.07%+24,293+4.1%Added
Pacer Advisors, Inc.652,170$32.2M0.12%+17,655+2.8%Added
M&T Bank Corp658,105$32.5M0.13%−2,995−0.5%Reduced
Allspring Global Investments Holdings, LLC663,810$32.8M0.06%−9,655−1.4%Reduced
Citigroup Inc672,859$33.2M0.05%+227,681+51.1%Added
Optiver Holding B.V.676,322$33.4M0.95%−106,785−13.6%Reduced
UBS Group AG690,259$34.1M0.02%−29,288−4.1%Reduced
St. James Investment Company, LLC733,123$36.2M5.52%+74,539+11.3%Added
Oppenheimer Asset Management Inc.736,665$36.4M0.56%+50,134+7.3%Added
LMR Partners LLP767,308$37.9M0.85%+562,308+274.3%Added
Polen Capital Management LLC782,535$38.7M0.10%+17,335+2.3%Added
Welch Group, LLC806,447$39.8M2.36%+1,866+0.2%Added
Jane Street Group, LLC810,263$40.0M0.06%+265,507+48.7%Added
Brown Advisory Inc815,204$40.3M0.07%+54,947+7.2%Added
CORDA Investment Management, LLC.854,222$42.2M3.82%+5,559+0.7%Added
Captrust Financial Advisors863,685$42.7M0.16%+15,055+1.8%Added
Neuberger Berman Group LLC914,509$45.2M0.04%+5,564+0.6%Added
Trillium Asset Management, LLC920,805$45.5M1.37%−16,039−1.7%Reduced
River Road Asset Management, LLC939,481$46.4M0.66%+65,339+7.5%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH967,999$47.8M2.09%+12,959+1.4%Added
Price T Rowe Associates Inc985,576$48.7M0.01%−12,165−1.2%Reduced
Segall Bryant & Hamill, LLC1,051,384$51.9M0.60%+1,051,384New
Aristotle Capital Management, LLC1,103,841$54.5M0.12%+7,079+0.6%Added
United Capital Financial Advisers, LLC1,181,744$58.4M0.38%−104,985−8.2%Reduced
Lord, Abbett & Co. LLC1,248,673$61.7M0.23%−769,068−38.1%Reduced
LPL Financial LLC1,308,182$64.6M0.05%+73,634+6.0%Added
First Trust Advisors LP1,362,300$67.3M0.08%−4380.0%Reduced
Truist Financial Corp1,369,204$67.6M0.11%+115,628+9.2%Added
JPMorgan Chase & Co1,399,580$69.1M0.01%−134,593−8.8%Reduced
Equity Investment Corp1,405,965$69.5M2.16%+13,070+0.9%Added
Natixis Advisors, L.P.1,503,675$74.3M0.23%+60,015+4.2%Added
Cooke & Bieler LP1,633,748$80.7M0.79%−20,740−1.3%Reduced
Everett Harris & Co1,692,928$83.6M1.30%+1,244+0.1%Added
Bank of Montreal1,900,828$97.0M0.06%+260,971+15.9%Added
Stifel Financial Corp2,001,463$98.9M0.14%−150,595−7.0%Reduced
Northern Trust Corp2,029,388$100.3M0.02%−82,350−3.9%Reduced
Hamlin Capital Management, LLC2,319,163$114.6M3.94%+141,301+6.5%Added
Scharf Investments, LLC2,356,323$116.4M3.48%+248,613+11.8%Added
Saratoga Research & Investment Management2,512,592$124.1M6.06%+290,690+13.1%Added
Federated Hermes, Inc.2,582,936$127.6M0.34%−85,122−3.2%Reduced
Alliancebernstein L.P.3,037,344$150.0M0.06%−190,430−5.9%Reduced
Norges Bank3,099,806$153.1M0.03%−124,000−3.8%Reduced
Manning & Napier Group, LLC3,285,698$162.3M2.01%−24,580−0.7%Reduced
Raymond James & Associates3,454,530$170.7M0.14%+72,277+2.1%Added
American Century Companies Inc3,534,098$174.6M0.13%+4,287+0.1%Added
Fiduciary Management Inc3,566,319$176.2M1.79%−105,084−2.9%Reduced
Lazard Asset Management LLC3,673,759$181.5M0.25%−2,181,252−37.3%Reduced
Royal Bank of Canada3,819,083$188.7M0.06%+374,390+10.9%Added
Dimensional Fund Advisors LP3,962,857$195.8M0.06%−228,507−5.5%Reduced
Goldman Sachs Group Inc4,261,992$210.5M0.05%+9,874+0.2%Added
Cullen Capital Management LLC4,466,950$220.7M2.58%−78,446−1.7%Reduced
Envestnet Asset Management Inc4,748,095$234.6M0.11%+1,238,734+35.3%Added
Wells Fargo & Company5,648,421$279.0M0.09%−74,490−1.3%Reduced
Hotchkis & Wiley Capital Management LLC6,218,536$307.2M1.17%−86,000−1.4%Reduced
State Farm Mutual Automobile Insurance Co6,887,758$340.3M0.34%00.0%Unchanged
FMR LLC8,548,447$422.3M0.04%+515,088+6.4%Added
Morgan Stanley8,868,677$438.1M0.04%−141,317−1.6%Reduced
Bank of America Corp9,803,121$484.3M0.06%−250,108−2.5%Reduced
Fisher Asset Management, LLC9,878,804$488.0M0.28%+631,819+6.8%Added
BlackRock Inc.18,630,013$920.3M0.03%−311,784−1.6%Reduced
Wellington Management Group LLP33,379,714$1.65B0.33%−1,063,422−3.1%Reduced
Quilter Plc200––00.0%Unchanged
TD Ameritrade Investment Management, LLC0$00.00%−285−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−704,217−100.0%Sold out
SG Americas Securities, LLC0$00.00%−172,400−100.0%Sold out
Matrix Asset Advisors Inc0$00.00%−152,125−100.0%Sold out
Veritable, L.P.0$00.00%−81,324−100.0%Sold out
Squarepoint Ops LLC0$00.00%−72,869−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−53,602−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−43,100−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−34,642−100.0%Sold out
Stolper Co0$00.00%−25,409−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−24,819−100.0%Sold out
PFG Advisors0$00.00%−24,515−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−20,151−100.0%Sold out
Harrington Investments, INC0$00.00%−18,771−100.0%Sold out
Clifford Capital Partners LLC0$00.00%−16,023−100.0%Sold out
Colonial River Wealth Management, LLC0$00.00%−15,630−100.0%Sold out
Nuance Investments, LLC0$00.00%−10,813−100.0%Sold out
Delaney Dennis R0$00.00%−10,800−100.0%Sold out
Susquehanna International Securities, Ltd.0$00.00%−10,263−100.0%Sold out
Cordatus Wealth Management LLC0$00.00%−9,612−100.0%Sold out
Cypress Asset Management Inc0$00.00%−8,523−100.0%Sold out
Future Financial Wealth Managment LLC0$00.00%−7,986−100.0%Sold out
Meridian Wealth Advisors, LLC0$00.00%−7,756−100.0%Sold out
Summit X, LLC0$00.00%−7,335−100.0%Sold out
Coastline Trust Co0$00.00%−7,140−100.0%Sold out
Financial Advisory Service, Inc.0$00.00%−6,897−100.0%Sold out
StoneX Group Inc.0$00.00%−5,991−100.0%Sold out
Kidder Stephen W0$00.00%−5,840−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−5,653−100.0%Sold out
Puzo Michael J0$00.00%−5,475−100.0%Sold out
Jump Financial, LLC0$00.00%−5,310−100.0%Sold out
Buckingham Capital Management, Inc.0$00.00%−5,081−100.0%Sold out