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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 5,912 | $292.1K | 0.05% | +5,912 | New |
| Pine Haven Investment Counsel, Inc | 5,917 | $292.3K | 0.30% | −8−0.1% | Reduced |
| Roberts Glore & Co Inc | 5,941 | $293.5K | 0.10% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,945 | $293.7K | 0.14% | +116+2.0% | Added |
| David Loasby | 6,013 | $294.2K | 0.03% | +394+7.0% | Added |
| Advisory Research Inc | 5,973 | $295.1K | 0.04% | −1,487−19.9% | Reduced |
| Probity Advisors, Inc. | 5,973 | $295.1K | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5,980 | $295.4K | 0.02% | +1,265+26.8% | Added |
| Phocas Financial Corp. | 6,000 | $296.4K | 0.04% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 6,000 | $296.4K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6,047 | $298.7K | 0.07% | +162+2.8% | Added |
| Notis-McConarty Edward | 6,055 | $299.1K | 0.12% | −6,305−51.0% | Reduced |
| Applied Finance Capital Management, LLC | 6,055 | $299.1K | 0.03% | +379+6.7% | Added |
| Argonautica Private Wealth Management, Inc | 6,107 | $301.7K | 0.14% | +42+0.7% | Added |
| Platform Technology Partners | 6,111 | $301.9K | 0.14% | −500−7.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,140 | $303.3K | 0.01% | −5,540−47.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,158 | $304.2K | 0.01% | +360+6.2% | Added |
| Schrum Private Wealth Management LLC | 6,161 | $304.4K | 0.35% | 00.0% | Unchanged |
| Aries Wealth Management | 6,379 | $306.3K | 0.12% | +200+3.2% | Added |
| Birch Hill Investment Advisors LLC | 6,200 | $306.3K | 0.02% | +1,300+26.5% | Added |
| Gallacher Capital Management LLC | 6,224 | $307.5K | 0.19% | +430+7.4% | Added |
| Hummer Financial Advisory Services Inc | 6,250 | $308.8K | 0.31% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,253 | $308.9K | 0.02% | +45+0.7% | Added |
| Lion Street Advisors, LLC | 6,307 | $311.6K | 0.10% | −606−8.8% | Reduced |
| Lincoln National Corp | 6,311 | $311.8K | 0.01% | +919+17.0% | Added |
| Mengis Capital Management, Inc. | 6,317 | $312.1K | 0.06% | −250−3.8% | Reduced |
| Farmers National Bank | 6,329 | $312.7K | 0.11% | −1,130−15.1% | Reduced |
| Boston Financial Mangement LLC | 6,382 | $315.3K | 0.01% | −200−3.0% | Reduced |
| Sutton Wealth Advisors Inc. | 6,396 | $316.0K | 0.16% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 6,409 | $316.6K | 0.11% | −186−2.8% | Reduced |
| Diligent Investors, LLC | 6,413 | $316.8K | 0.10% | +20.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,417 | $317.0K | 0.05% | −748−10.4% | Reduced |
| AlphaQ Advisors LLC | 6,432 | $317.7K | 0.28% | −384−5.6% | Reduced |
| Lincoln Capital LLC | 6,434 | $317.8K | 0.08% | −1,510−19.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,425 | $318.0K | 0.24% | +33+0.5% | Added |
| DGS Capital Management, LLC | 6,458 | $319.0K | 0.16% | −376−5.5% | Reduced |
| O'Brien Greene & Co. Inc | 6,479 | $320.1K | 0.12% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,490 | $320.6K | 0.06% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 6,490 | $320.6K | 0.06% | +6,490 | New |
| Independent Advisor Alliance | 6,500 | $321.1K | 0.01% | −352−5.1% | Reduced |
| Moseley Investment Management Inc | 6,518 | $322.0K | 0.19% | −202−3.0% | Reduced |
| Empower Advisory Group, LLC | 6,536 | $322.9K | 0.00% | −136−2.0% | Reduced |
| Stratos Wealth Advisors, LLC | 6,541 | $323.1K | 0.02% | +418+6.8% | Added |
| Connolly Sarah T. | 6,585 | $325.3K | 0.21% | −400−5.7% | Reduced |
| Farmers & Merchants Investments Inc | 6,591 | $325.6K | 0.01% | −633−8.8% | Reduced |
| Headlands Technologies LLC | 6,724 | $332.2K | 0.16% | +6,724 | New |
| Chase Investment Counsel Corp | 6,741 | $333.0K | 0.17% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 6,389 | $333.1K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 6,750 | $333.5K | 0.08% | +6,750 | New |
| Thrive Capital Management, LLC | 6,762 | $334.0K | 0.19% | −36−0.5% | Reduced |
| Brighton Jones LLC | 6,840 | $337.9K | 0.02% | −177−2.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,897 | $340.7K | 0.02% | −72,157−91.3% | Reduced |
| Jacobi Capital Management LLC | 6,930 | $342.3K | 0.04% | +2,019+41.1% | Added |
| Sabal Trust CO | 6,954 | $343.5K | 0.02% | +122+1.8% | Added |
| Searle & Co. | 7,000 | $345.8K | 0.12% | 00.0% | Unchanged |
| Fca Corp | 7,000 | $345.8K | 0.13% | 00.0% | Unchanged |
| Port Capital LLC | 7,000 | $346.0K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 7,036 | $347.6K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,053 | $348.4K | 0.05% | +5,221+285.0% | Added |
| Hartford Funds Management Co LLC | 7,093 | $350.4K | 0.04% | +2,928+70.3% | Added |
| FRG Family Wealth Advisors LLC | 7,125 | $352.0K | 0.08% | −1,240−14.8% | Reduced |
| Angeles Investment Advisors, LLC | 7,135 | $352.5K | 0.03% | −1,440−16.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,176 | $354.5K | 0.12% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,194 | $355.4K | 0.01% | +1,073+17.5% | Added |
| Bessemer Group Inc | 7,187 | $356.0K | 0.00% | −2,059−22.3% | Reduced |
| Atlantic Union Bankshares Corp | 7,214 | $356.4K | 0.04% | −180−2.4% | Reduced |
| Human Investing LLC | 7,215 | $356.4K | 0.08% | −427−5.6% | Reduced |
| Frisch Financial Group, Inc. | 7,231 | $357.0K | 0.14% | +55+0.8% | Added |
| Great Diamond Partners, LLC | 7,243 | $357.8K | 0.10% | +29+0.4% | Added |
| Northwest Capital Management Inc | 7,246 | $358.0K | 0.14% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,983 | $364.0K | 0.01% | +3,635+108.6% | Added |
| RSM US Wealth Management LLC | 7,391 | $365.1K | 0.01% | −144−1.9% | Reduced |
| Smithfield Trust Co | 7,402 | $366.0K | 0.02% | −63−0.8% | Reduced |
| Woodmont Investment Counsel LLC | 7,444 | $367.7K | 0.04% | −400−5.1% | Reduced |
| Country Club Bank | 7,535 | $370.7K | 0.03% | −10−0.1% | Reduced |
| Rehmann Capital Advisory Group | 7,518 | $371.4K | 0.03% | −566−7.0% | Reduced |
| PFG Investments, LLC | 7,554 | $373.2K | 0.07% | −1,086−12.6% | Reduced |
| Delta Financial Advisors LLC | 7,624 | $376.6K | 0.17% | +205+2.8% | Added |
| Riverwater Partners LLC | 7,625 | $376.7K | 0.34% | −355−4.4% | Reduced |
| South State Corp. | 7,648 | $377.8K | 0.04% | −253−3.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,690 | $379.9K | 0.02% | −358−4.4% | Reduced |
| WealthTrust Axiom LLC | 7,700 | $380.4K | 0.14% | −463−5.7% | Reduced |
| Dynamic Advisor Solutions LLC | 7,713 | $381.0K | 0.02% | +7,713 | New |
| Icon Wealth Partners, LLC | 7,798 | $385.2K | 0.04% | +60+0.8% | Added |
| Kenfarb & Co. | 7,800 | $385.3K | 0.35% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 7,827 | $386.7K | 0.01% | −409−5.0% | Reduced |
| Lido Advisors, LLC | 7,890 | $389.8K | 0.00% | +229+3.0% | Added |
| Colonial Trust Co | 7,997 | $395.1K | 0.10% | +1,998+33.3% | Added |
| Abbrea Capital, LLC | 8,015 | $396.0K | 0.06% | −610−7.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,076 | $399.0K | 0.08% | +1,774+28.1% | Added |
| Freestone Capital Holdings, LLC | 8,177 | $403.9K | 0.02% | −5,776−41.4% | Reduced |
| Graypoint LLC | 8,185 | $404.3K | 0.04% | −729−8.2% | Reduced |
| Savant Capital, LLC | 8,230 | $406.5K | 0.01% | −187−2.2% | Reduced |
| Hunter Associates Investment Management LLC | 8,250 | $408.0K | 0.08% | +3,000+57.1% | Added |
| West Family Investments, Inc. | 8,302 | $410.1K | 0.14% | 00.0% | Unchanged |
| Covenant Partners, LLC | 8,313 | $410.7K | 0.15% | −3,657−30.6% | Reduced |
| Cohen Investment Advisors LLC | 8,393 | $414.6K | 0.33% | −354−4.0% | Reduced |
| Chicago Capital, LLC | 8,434 | $416.6K | 0.02% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 8,457 | $417.8K | 0.19% | −12−0.1% | Reduced |
| Nuveen Asset Management, LLC | 8,506 | $420.2K | 0.00% | 00.0% | Unchanged |