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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 4,072 | $201.2K | 0.03% | +14+0.3% | Added |
| Bank of Hawaii | 4,075 | $201.3K | 0.01% | +227+5.9% | Added |
| Credit Suisse AG | 4,085 | $201.8K | 0.00% | −2,951−41.9% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,090 | $202.0K | 0.19% | −41−1.0% | Reduced |
| Sittner & Nelson, LLC | 4,100 | $202.5K | 0.12% | +15+0.4% | Added |
| Wellington Shields Capital Management, LLC | 4,110 | $203.0K | 0.03% | −7,000−63.0% | Reduced |
| Alera Investment Advisors, LLC | 4,126 | $203.8K | 0.03% | 00.0% | Unchanged |
| Seven Mile Advisory | 4,132 | $204.1K | 0.21% | −165−3.8% | Reduced |
| Rosenberg Matthew Hamilton | 4,147 | $204.9K | 0.07% | +263+6.8% | Added |
| Alan B. Lancz & Associates, Inc. | 4,150 | $205.0K | 0.23% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,184 | $206.7K | 0.08% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,196 | $207.3K | 0.15% | +4,196 | New |
| Forum Financial Management, LP | 4,258 | $210.3K | 0.00% | +5+0.1% | Added |
| Sepio Capital, LP | 4,287 | $211.8K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,305 | $212.7K | 0.02% | −1,255−22.6% | Reduced |
| Carr Financial Group Corp | 4,489 | $213.8K | 0.08% | −312−6.5% | Reduced |
| Washington Trust Advisors, Inc. | 4,341 | $214.4K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,364 | $215.6K | 0.01% | −1,479−25.3% | Reduced |
| Absher Wealth Management, LLC | 4,366 | $215.7K | 0.04% | +81+1.9% | Added |
| Fort Sheridan Advisors LLC | 4,399 | $217.3K | 0.05% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,400 | $217.4K | 0.14% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 4,430 | $218.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,495 | $219.3K | 0.03% | +98+2.2% | Added |
| Avalon Trust Co | 4,450 | $219.8K | 0.02% | −1,150−20.5% | Reduced |
| Riverview Trust Co | 4,470 | $220.8K | 0.20% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,470 | $220.9K | 0.02% | −6,551−59.4% | Reduced |
| Hyman Charles D | 4,465 | $221.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,474 | $221.0K | 0.01% | +656+17.2% | Added |
| S.A. Mason LLC | 4,493 | $222.0K | 0.16% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,495 | $222.0K | 0.02% | +485+12.1% | Added |
| Summit Trail Advisors, LLC | 4,499 | $222.3K | 0.01% | −5,204−53.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,500 | $222.3K | 0.07% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,500 | $222.3K | 0.03% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,570 | $225.8K | 0.06% | +50+1.1% | Added |
| Monticello Wealth Management, LLC | 4,580 | $226.3K | 0.02% | +4,580 | New |
| AdvisorNet Financial, Inc | 4,596 | $227.0K | 0.02% | −339−6.9% | Reduced |
| 9258 Wealth Management, LLC | 4,607 | $227.6K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,611 | $227.8K | 0.03% | −100−2.1% | Reduced |
| Empire Financial Management Company, LLC | 4,635 | $229.0K | 0.10% | −58−1.2% | Reduced |
| Core Alternative Capital | 4,658 | $230.1K | 0.04% | +3,858+482.3% | Added |
| Lantz Financial LLC | 4,677 | $231.0K | 0.09% | −8−0.2% | Reduced |
| Tiedemann Advisors, LLC | 4,688 | $231.6K | 0.01% | +4,688 | New |
| Symphony Financial, Ltd. Co. | 4,771 | $232.5K | 0.06% | −5−0.1% | Reduced |
| Nilsine Partners, LLC | 4,723 | $233.3K | 0.04% | +18+0.4% | Added |
| Klingenstein Fields & Co LP | 4,725 | $233.4K | 0.01% | 00.0% | Unchanged |
| Renasant Bank | 4,737 | $234.0K | 0.20% | −54−1.1% | Reduced |
| Aurora Private Wealth, Inc. | 4,755 | $235.0K | 0.26% | +4,755 | New |
| DRW Securities, LLC | 4,773 | $236.0K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 4,778 | $236.0K | 0.13% | +610+14.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,800 | $237.0K | 0.03% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 4,825 | $238.4K | 0.07% | +123+2.6% | Added |
| Regal Investment Advisors LLC | 4,851 | $239.6K | 0.02% | −161−3.2% | Reduced |
| Baldwin Brothers Inc | 4,858 | $240.0K | 0.02% | −175−3.5% | Reduced |
| Mission Wealth Management, LP | 4,891 | $241.6K | 0.01% | +7+0.1% | Added |
| SPC Financial, Inc. | 4,893 | $241.7K | 0.03% | +168+3.6% | Added |
| Marble Harbor Investment Counsel, LLC | 4,900 | $242.1K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,900 | $242.1K | 0.19% | 00.0% | Unchanged |
| Optas, LLC | 4,908 | $242.5K | 0.08% | +17+0.3% | Added |
| Fortitude Advisory Group L.L.C. | 4,978 | $245.9K | 0.17% | +261+5.5% | Added |
| Financial Advocates Investment Management | 4,979 | $246.0K | 0.02% | −112−2.2% | Reduced |
| Loomis Sayles & Co L P | 4,973 | $246.0K | 0.00% | −267−5.1% | Reduced |
| Credit Agricole S A | 5,000 | $247.0K | 0.01% | +1,000+25.0% | Added |
| Boston Family Office LLC | 5,040 | $249.0K | 0.02% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 5,055 | $249.7K | 0.12% | −383−7.0% | Reduced |
| Wintrust Investments LLC | 5,060 | $250.0K | 0.03% | +3+0.1% | Added |
| Verity & Verity, LLC | 5,066 | $250.3K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,102 | $252.0K | 0.06% | +346+7.3% | Added |
| SageView Advisory Group, LLC | 5,103 | $252.1K | 0.01% | +56+1.1% | Added |
| Colonial Trust Advisors | 5,107 | $252.3K | 0.03% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 5,112 | $252.5K | 0.06% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 5,155 | $254.7K | 0.11% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,177 | $255.7K | 0.01% | −79−1.5% | Reduced |
| Mayflower Financial Advisors, LLC | 5,196 | $256.7K | 0.04% | +226+4.5% | Added |
| Cladis Investment Advisory, LLC | 5,213 | $257.5K | 0.23% | −3,122−37.5% | Reduced |
| Centaurus Financial, Inc. | 5,221 | $258.0K | 0.02% | +431+9.0% | Added |
| Merit Financial Group, LLC | 5,246 | $259.2K | 0.01% | −29−0.5% | Reduced |
| BKD Wealth Advisors, LLC | 5,251 | $259.4K | 0.01% | −4,577−46.6% | Reduced |
| FourThought Financial Partners, LLC | 5,261 | $259.9K | 0.04% | +504+10.6% | Added |
| Dempze Nancy E | 5,321 | $262.9K | 0.24% | −2,421−31.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,345 | $264.0K | 0.02% | +1,051+24.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,375 | $265.5K | 0.13% | 00.0% | Unchanged |
| Palladiem, LLC | 5,379 | $265.7K | 0.29% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,455 | $269.5K | 0.03% | +186+3.5% | Added |
| Augustine Asset Management Inc | 5,479 | $270.7K | 0.12% | −29−0.5% | Reduced |
| IFP Advisors, Inc | 5,484 | $270.9K | 0.01% | −454−7.6% | Reduced |
| Cable Hill Partners, LLC | 5,509 | $272.2K | 0.04% | +5,509 | New |
| Legacy Private Trust Co. | 5,518 | $272.6K | 0.02% | +212+4.0% | Added |
| Shorepoint Capital Partners LLC | – | $273.2K | 0.08% | – | – |
| Parkside Financial Bank & Trust | 5,546 | $274.0K | 0.06% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 5,558 | $274.6K | 0.03% | +66+1.2% | Added |
| Atlas Brown,Inc. | 5,608 | $277.0K | 0.13% | +47+0.8% | Added |
| Moody National Bank Trust Division | 5,789 | $286.0K | 0.02% | −181−3.0% | Reduced |
| Value Partners Investments Inc. | 5,795 | $287.6K | 0.02% | +768+15.3% | Added |
| Lindbrook Capital, LLC | 5,825 | $287.8K | 0.03% | +248+4.4% | Added |
| Cedar Brook Financial Partners, LLC | 5,826 | $287.8K | 0.08% | −637−9.9% | Reduced |
| Eqis Capital Management, Inc. | 5,842 | $288.6K | 0.04% | −599−9.3% | Reduced |
| Aspen Grove Capital, LLC | 5,845 | $288.7K | 0.11% | +528+9.9% | Added |
| KC Investment Advisors, LLC | 5,863 | $289.6K | 0.19% | +698+13.5% | Added |
| WoodTrust Financial Corp | 5,900 | $291.0K | 0.06% | −600−9.2% | Reduced |
| Breakwater Capital Group | 6,173 | $291.4K | 0.10% | +1,308+26.9% | Added |