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 |
|---|---|---|---|---|---|
| Crescent Grove Advisors, LLC | 8,506 | $420.2K | 0.05% | +40.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,570 | $423.4K | 0.00% | +5,983+231.3% | Added |
| Allen Investment Management LLC | 8,624 | $426.0K | 0.01% | +100+1.2% | Added |
| Ashton Thomas Private Wealth, LLC | 8,662 | $427.9K | 0.03% | −8,903−50.7% | Reduced |
| Wrapmanager Inc | 8,666 | $428.1K | 0.14% | −799−8.4% | Reduced |
| Engineers Gate Manager LP | 8,686 | $429.1K | 0.02% | +8,686 | New |
| King Luther Capital Management Corp | 8,695 | $429.5K | 0.00% | −635−6.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,719 | $430.7K | 0.05% | +21+0.2% | Added |
| Cornerstone Wealth Management, LLC | 8,772 | $433.3K | 0.04% | +8,772 | New |
| HF Advisory Group, LLC | 8,527 | $433.9K | 0.32% | +8,527 | New |
| Perigon Wealth Management, LLC | 8,809 | $435.1K | 0.02% | +2,138+32.0% | Added |
| Spinnaker Trust | 8,835 | $436.4K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,861 | $437.7K | 0.06% | −560−5.9% | Reduced |
| RS Crum Inc. | 8,870 | $438.2K | 0.16% | −679−7.1% | Reduced |
| Capital Investment Counsel, Inc | 8,887 | $439.0K | 0.09% | −1,200−11.9% | Reduced |
| PAX Financial Group, LLC | 8,953 | $442.3K | 0.10% | −288−3.1% | Reduced |
| Caldwell Trust Co | 8,997 | $444.5K | 0.06% | −210−2.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 9,001 | $444.7K | 0.12% | +9,001 | New |
| Sage Rhino Capital LLC | 9,066 | $447.9K | 0.13% | +215+2.4% | Added |
| Tranquilli Financial Advisor LLC | 9,113 | $450.2K | 0.33% | +671+7.9% | Added |
| Level Four Advisory Services, LLC | 9,141 | $451.6K | 0.03% | +9,141 | New |
| Transcend Wealth Collective, LLC | 9,176 | $453.3K | 0.04% | +40.0% | Added |
| Bond & Devick Financial Network, Inc. | 9,280 | $458.4K | 0.29% | +353+4.0% | Added |
| Williams Jones Wealth Management, LLC. | 9,300 | $459.4K | 0.01% | +426+4.8% | Added |
| Mather Group, LLC. | 9,378 | $463.3K | 0.01% | +45+0.5% | Added |
| Canandaigua National Bank & Trust Co | 9,394 | $464.1K | 0.08% | −233−2.4% | Reduced |
| Retirement Guys Formula LLC | 9,466 | $467.6K | 0.33% | +532+6.0% | Added |
| Boston Trust Walden Corp | 9,505 | $469.5K | 0.00% | +500+5.6% | Added |
| Keystone Financial Services | 9,573 | $472.9K | 0.25% | +47+0.5% | Added |
| Nichols & Pratt Advisers LLP | 9,585 | $473.5K | 0.04% | −10,142−51.4% | Reduced |
| Twelve Points Wealth Management LLC | 9,721 | $480.2K | 0.24% | −102−1.0% | Reduced |
| FirstPurpose Wealth LLC | 9,728 | $480.6K | 0.21% | +2,096+27.5% | Added |
| Marino, Stram & Associates LLC | 9,748 | $481.5K | 0.14% | +141+1.5% | Added |
| Beaumont Asset Management, L.L.C. | 9,802 | $484.2K | 0.40% | +142+1.5% | Added |
| EPG Wealth Management LLC | 9,869 | $487.5K | 0.15% | −820−7.7% | Reduced |
| Drive Wealth Management, LLC | 9,893 | $488.7K | 0.18% | −781−7.3% | Reduced |
| Pitcairn Co | 9,898 | $489.0K | 0.04% | +1,261+14.6% | Added |
| Rbo & Co LLC | 9,994 | $493.7K | 0.09% | 00.0% | Unchanged |
| Fiduciary Group LLC | 10,052 | $496.6K | 0.06% | −990−9.0% | Reduced |
| Keudell/Morrison Wealth Management | 10,103 | $499.1K | 0.15% | +144+1.4% | Added |
| Red Door Wealth Management, LLC | 10,107 | $499.3K | 0.13% | +562+5.9% | Added |
| Wellington Shields & Co., LLC | 10,112 | $499.5K | 0.12% | −1,000−9.0% | Reduced |
| Eudaimonia Partners, LLC | 10,141 | $501.0K | 0.12% | −20.0% | Reduced |
| Byrne Asset Management LLC | 10,167 | $502.0K | 0.42% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 10,175 | $502.6K | 0.26% | +10,175 | New |
| Intrua Financial, LLC | 10,176 | $502.7K | 0.09% | +367+3.7% | Added |
| Central Trust Co | 10,293 | $508.5K | 0.01% | −119−1.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 10,311 | $509.4K | 0.14% | +593+6.1% | Added |
| Allworth Financial LP | 10,317 | $509.7K | 0.00% | +521+5.3% | Added |
| Roman Butler Fullerton & Co | 10,763 | $514.5K | 0.24% | −228−2.1% | Reduced |
| Old North State Trust, LLC | 10,452 | $516.0K | 0.40% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,482 | $517.8K | 0.04% | −30.0% | Reduced |
| Range Financial Group LLC | 10,500 | $518.7K | 0.34% | −462−4.2% | Reduced |
| Five Oceans Advisors | 10,516 | $519.5K | 0.33% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10,520 | $519.7K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,577 | $522.5K | 0.03% | −42−0.4% | Reduced |
| Bank of Nova Scotia Trust Co | 10,600 | $523.6K | 0.06% | −2,800−20.9% | Reduced |
| Intellectus Partners, LLC | 10,645 | $525.8K | 0.17% | +923+9.5% | Added |
| WR Wealth Planners, LLC | 10,782 | $532.6K | 0.20% | +247+2.3% | Added |
| Powers Advisory Group, LLC | 10,827 | $534.8K | 0.36% | −142−1.3% | Reduced |
| Ieq Capital, LLC | 10,833 | $535.1K | 0.01% | +452+4.4% | Added |
| Ausdal Financial Partners, Inc. | 10,930 | $539.9K | 0.07% | −398−3.5% | Reduced |
| Principle Wealth Partners LLC | 10,966 | $541.7K | 0.05% | −700−6.0% | Reduced |
| Physicians Financial Services, Inc. | 11,001 | $543.0K | 0.22% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 11,037 | $545.2K | 0.10% | 00.0% | Unchanged |
| Hartford Investment Management Co | 11,067 | $546.7K | 0.02% | −265−2.3% | Reduced |
| Strategic Global Advisors, LLC | 11,072 | $547.0K | 0.09% | −848−7.1% | Reduced |
| Cozad Asset Management Inc | 11,079 | $547.3K | 0.07% | −249−2.2% | Reduced |
| FLC Capital Advisors | 11,140 | $550.3K | 0.17% | −3,263−22.7% | Reduced |
| Manchester Capital Management LLC | 11,142 | $550.4K | 0.08% | +110+1.0% | Added |
| Legacy Capital Group California, Inc. | 11,182 | $552.4K | 0.24% | +2,231+24.9% | Added |
| Joel Isaacson & Co., LLC | 11,202 | $553.4K | 0.04% | −78−0.7% | Reduced |
| Edge Capital Group, LLC | 11,203 | $553.4K | 0.04% | −1,956−14.9% | Reduced |
| WSFS Capital Management, LLC | 11,288 | $557.6K | 0.04% | +11,288 | New |
| Proequities, Inc. | 11,365 | $561.4K | 0.04% | −224−1.9% | Reduced |
| Stokes Family Office, LLC | 11,366 | $561.5K | 0.07% | +802+7.6% | Added |
| EP Wealth Advisors, LLC | 11,368 | $561.6K | 0.01% | +499+4.6% | Added |
| Tiaa Trust, National Association | 11,464 | $566.3K | 0.00% | +11,464 | New |
| Navellier & Associates Inc | 11,492 | $567.7K | 0.10% | +11,492 | New |
| Ignite Planners, LLC | 11,647 | $570.0K | 0.17% | +11,647 | New |
| Garrett Wealth Advisory Group, LLC | 11,565 | $571.3K | 0.26% | −46−0.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,568 | $571.5K | 0.01% | −1,365−10.6% | Reduced |
| Leavell Investment Management, Inc. | 11,635 | $575.0K | 0.04% | +1,000+9.4% | Added |
| Chemistry Wealth Management LLC | 11,661 | $576.1K | 0.19% | −650−5.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,766 | $581.0K | 0.02% | −1,120−8.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 11,822 | $584.0K | 0.04% | −16−0.1% | Reduced |
| Glenview Trust Co | 11,855 | $585.6K | 0.02% | −171−1.4% | Reduced |
| Sky Investment Group LLC | 11,879 | $586.8K | 0.13% | −1,450−10.9% | Reduced |
| Continuum Advisory, LLC | 11,916 | $588.7K | 0.09% | −444−3.6% | Reduced |
| Lake Street Advisors Group, LLC | 11,926 | $589.0K | 0.03% | −1,111−8.5% | Reduced |
| Shelton Capital Management | 11,954 | $590.5K | 0.02% | −180−1.5% | Reduced |
| Flputnam Investment Management Co | 11,957 | $590.7K | 0.02% | +1,225+11.4% | Added |
| Court Place Advisors, LLC | 12,018 | $593.7K | 0.21% | −400−3.2% | Reduced |
| Private Trust Co NA | 12,019 | $593.7K | 0.08% | −180−1.5% | Reduced |
| Clarius Group, LLC | 12,038 | $594.7K | 0.06% | +112+0.9% | Added |
| Stock Yards Bank & Trust Co | 12,178 | $601.6K | 0.02% | −720−5.6% | Reduced |
| Excalibur Management Corp | 12,183 | $601.8K | 0.31% | +40.0% | Added |
| Somerville Kurt F | 12,362 | $610.7K | 0.12% | −5,375−30.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 12,426 | $613.8K | 0.01% | +229+1.9% | Added |
| Evergreen Capital Management LLC | 12,447 | $614.9K | 0.03% | +1,631+15.1% | Added |