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 |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 443 | $21.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 448 | $22.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 449 | $22.2K | 0.01% | +449 | New |
| Bangor Savings Bank | 469 | $23.2K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 477 | $23.6K | 0.00% | −35−6.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 477 | $23.6K | 0.00% | −61−11.3% | Reduced |
| Roble, Belko & Company, Inc | 480 | $24.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 480 | $24.0K | 0.01% | +380+380.0% | Added |
| Rational Advisors LLC | 476 | $24.8K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 507 | $25.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 515 | $25.5K | 0.00% | +3+0.6% | Added |
| Centerpoint Advisors, LLC | 534 | $26.0K | 0.01% | +3+0.6% | Added |
| Caldwell Sutter Capital, Inc. | 543 | $26.8K | 0.01% | −195−26.4% | Reduced |
| Resurgent Financial Advisors LLC | 552 | $27.3K | 0.02% | −90−14.0% | Reduced |
| Jones Financial Companies LLLP | 552 | $27.3K | 0.00% | +291+111.5% | Added |
| Country Trust Bank | 563 | $27.8K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 577 | $28.5K | 0.02% | +377+188.5% | Added |
| JJJ Advisors Inc. | 580 | $28.7K | 0.01% | +47+8.8% | Added |
| VisionPoint Advisory Group, LLC | 586 | $28.9K | 0.01% | +400+215.1% | Added |
| Sunbelt Securities, Inc. | 597 | $29.5K | 0.00% | −138−18.8% | Reduced |
| Godsey & Gibb Associates | 600 | $29.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 603 | $29.8K | 0.00% | −22−3.5% | Reduced |
| Barrett & Company, Inc. | 606 | $29.9K | 0.02% | +206+51.5% | Added |
| Oakworth Capital, Inc. | 630 | $31.1K | 0.00% | −496−44.0% | Reduced |
| Financial Perspectives, Inc | 634 | $31.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 655 | $32.4K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 669 | $33.0K | 0.02% | −1,419−68.0% | Reduced |
| Atticus Wealth Management, LLC | 719 | $35.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 730 | $36.1K | 0.00% | −36−4.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 740 | $36.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 803 | $39.7K | 0.02% | +4+0.5% | Added |
| Sugarloaf Wealth Management, LLC | 809 | $40.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 813 | $40.2K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 856 | $42.3K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 884 | $43.7K | 0.01% | −100−10.2% | Reduced |
| Global Financial Private Client, LLC | 906 | $44.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 919 | $45.4K | 0.00% | −6−0.6% | Reduced |
| Prestige Wealth Management Group LLC | 950 | $46.9K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,000 | $49.4K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,011 | $49.9K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,015 | $50.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,052 | $52.0K | 0.02% | −1,000−48.7% | Reduced |
| Investors Research Corp | 1,088 | $53.7K | 0.01% | +26+2.4% | Added |
| Bollard Group LLC | 1,113 | $55.0K | 0.00% | +10+0.9% | Added |
| Westside Investment Management, Inc. | 1,123 | $55.5K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,139 | $56.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,196 | $59.1K | 0.00% | +147+14.0% | Added |
| Blume Capital Management, Inc. | 1,200 | $59.3K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 1,229 | $60.7K | 0.04% | −480−28.1% | Reduced |
| Aspire Private Capital, LLC | 1,232 | $60.9K | 0.02% | +470+61.7% | Added |
| Stonebridge Capital Advisors LLC | 1,250 | $61.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,255 | $62.0K | 0.01% | −4,251−77.2% | Reduced |
| Castleview Partners, LLC | 1,286 | $63.5K | 0.06% | −357−21.7% | Reduced |
| Front Row Advisors LLC | 1,376 | $68.0K | 0.03% | −282−17.0% | Reduced |
| LGT Financial Advisors LLC | 1,474 | $72.8K | 0.09% | +1,474 | New |
| Evermay Wealth Management LLC | 1,485 | $73.4K | 0.01% | −22−1.5% | Reduced |
| Heck Capital Advisors, LLC | 1,500 | $74.1K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,627 | $80.4K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,660 | $82.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,732 | $82.0K | 0.00% | −1,048−37.7% | Reduced |
| Glassman Wealth Services | 1,711 | $84.5K | 0.01% | −270−13.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,774 | $87.6K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 30,428 | $89.7K | 0.02% | +56+0.2% | Added |
| Cape Investment Advisory, Inc. | 1,822 | $90.0K | 0.05% | +81+4.7% | Added |
| Thompson Investment Management, Inc. | 1,928 | $95.2K | 0.02% | +65+3.5% | Added |
| Hartford Financial Management Inc. | 2,000 | $98.8K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,059 | $101.7K | 0.05% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,140 | $102.3K | 0.01% | −193−8.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,200 | $108.7K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,206 | $109.0K | 0.01% | +160+7.8% | Added |
| Salem Investment Counselors Inc | 2,255 | $111.4K | 0.00% | −46−2.0% | Reduced |
| Ci Investments Inc. | 2,280 | $113.0K | 0.00% | −84−3.6% | Reduced |
| HHM Wealth Advisors, LLC | 2,313 | $114.3K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,363 | $116.7K | 0.02% | −200−7.8% | Reduced |
| Tradition Wealth Management, LLC | 2,375 | $117.0K | 0.01% | −47−1.9% | Reduced |
| Global Trust Asset Management, LLC | 2,389 | $118.0K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,533 | $125.1K | 0.01% | −27−1.1% | Reduced |
| Tyler-Stone Wealth Management | 2,548 | $126.0K | 0.07% | −725−22.2% | Reduced |
| TFC Financial Management | 2,592 | $128.1K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,716 | $134.2K | 0.07% | +2+0.1% | Added |
| Montag A & Associates Inc | 2,717 | $134.2K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 2,740 | $135.4K | 0.06% | 00.0% | Unchanged |
| Certified Advisory Corp | 21,848 | $135.7K | 0.02% | +21,848 | New |
| Glen Eagle Advisors, LLC | 2,787 | $137.7K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,935 | $145.0K | 0.01% | −140−4.6% | Reduced |
| United Community Bank | 2,960 | $146.2K | 0.07% | +360+13.8% | Added |
| Contravisory Investment Management, Inc. | 3,033 | $149.8K | 0.04% | +177+6.2% | Added |
| Delta Asset Management LLC | 3,092 | $152.7K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,229 | $159.5K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,292 | $162.6K | 0.04% | +78+2.4% | Added |
| Independence Bank of Kentucky | 3,360 | $166.0K | 0.07% | −2,800−45.5% | Reduced |
| Capital Analysts, LLC | 3,465 | $171.0K | 0.01% | +450+14.9% | Added |
| FinTrust Capital Advisors, LLC | 3,476 | $171.7K | 0.04% | −36−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 3,592 | $177.4K | 0.00% | −1,832−33.8% | Reduced |
| Mondrian Investment Partners LTD | 3,598 | $177.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3,602 | $177.9K | 0.01% | −996−21.7% | Reduced |
| Toronto Dominion Bank | 4,015 | $198.3K | 0.00% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 4,057 | $200.4K | 0.12% | +210+5.5% | Added |
| Column Capital Advisors, LLC | 4,065 | $200.8K | 0.03% | 00.0% | Unchanged |
| IMS Capital Management | 4,066 | $200.9K | 0.12% | 00.0% | Unchanged |