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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 12,463 | $615.7K | 0.01% | −183−1.4% | Reduced |
| Ameritas Advisory Services, LLC | 12,577 | $621.3K | 0.03% | +12,577 | New |
| Rathbone Brothers plc | 12,631 | $625.8K | 0.00% | +12,631 | New |
| LGL Partners, LLC | 12,674 | $626.1K | 0.11% | +2,476+24.3% | Added |
| Moloney Securities Asset Management, LLC | 12,752 | $629.9K | 0.11% | −1,186−8.5% | Reduced |
| Boit C F David | 13,000 | $633.6K | 0.43% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,869 | $635.7K | 0.02% | +3,818+42.2% | Added |
| North Star Investment Management Corp. | 12,939 | $639.2K | 0.05% | +100+0.8% | Added |
| Toroso Investments, LLC | 13,044 | $644.4K | 0.02% | +450+3.6% | Added |
| Penserra Capital Management LLC | 13,116 | $647.0K | 0.01% | +4,060+44.8% | Added |
| Jeppson Wealth Management, LLC | 13,104 | $647.3K | 0.30% | −14−0.1% | Reduced |
| Capital Wealth Planning, LLC | 13,116 | $647.9K | 0.01% | +4,060+44.8% | Added |
| Global Retirement Partners, LLC | 13,264 | $649.0K | 0.03% | +70+0.5% | Added |
| Reuter James Wealth Management, LLC | 13,177 | $650.9K | 0.49% | −12−0.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 13,415 | $662.7K | 0.50% | −1,310−8.9% | Reduced |
| Ballentine Partners, LLC | 13,477 | $665.8K | 0.02% | +975+7.8% | Added |
| Marcum Wealth, LLC | 13,512 | $667.5K | 0.08% | +471+3.6% | Added |
| Salvus Wealth Management, LLC | 13,695 | $676.5K | 0.54% | +1,815+15.3% | Added |
| Hanson & Doremus Investment Management | 13,738 | $679.0K | 0.14% | +796+6.2% | Added |
| Semmax Financial Advisors Inc. | 14,074 | $679.8K | 0.27% | +14,074 | New |
| Douglas Lane & Associates, LLC | 13,797 | $681.6K | 0.01% | −894−6.1% | Reduced |
| Dearborn Partners LLC | 13,800 | $681.7K | 0.03% | −699−4.8% | Reduced |
| HB Wealth Management, LLC | 13,998 | $691.5K | 0.01% | +1,982+16.5% | Added |
| Penobscot Investment Management Company, Inc. | 14,002 | $691.7K | 0.09% | +9,476+209.4% | Added |
| Mitchell Sinkler & Starr | 14,095 | $696.3K | 0.21% | +6,250+79.7% | Added |
| Abundance Wealth Counselors | 14,153 | $699.0K | 0.20% | +14,153 | New |
| River Street Advisors LLC | 14,158 | $699.4K | 0.66% | +280+2.0% | Added |
| Easterly Investment Partners LLC | 14,184 | $700.7K | 0.08% | −19,325−57.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 14,196 | $701.3K | 0.21% | −14,439−50.4% | Reduced |
| Bailard, Inc. | 14,333 | $708.0K | 0.02% | −1,260−8.1% | Reduced |
| Bayesian Capital Management, LP | 14,420 | $712.3K | 0.08% | +14,420 | New |
| Vise Technologies, Inc. | 14,734 | $727.8K | 0.18% | −977−6.2% | Reduced |
| EverSource Wealth Advisors, LLC | 14,854 | $733.8K | 0.08% | −217−1.4% | Reduced |
| True Wealth Design, LLC | 14,936 | $737.8K | 0.25% | −248−1.6% | Reduced |
| Aberdeen Wealth Management LLC | 15,000 | $741.0K | 0.56% | +10.0% | Added |
| Procyon Private Wealth Partners, LLC | 15,039 | $742.9K | 0.08% | −135−0.9% | Reduced |
| Wealthspire Advisors, LLC | 15,079 | $744.9K | 0.01% | +5,091+51.0% | Added |
| Murphy Pohlad Asset Management LLC | 15,082 | $745.0K | 0.33% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 15,412 | $745.8K | 1.01% | +1,073+7.5% | Added |
| BCGM Wealth Management, LLC | 15,121 | $747.0K | 0.34% | +2,427+19.1% | Added |
| First Affirmative Financial Network | 15,258 | $753.8K | 0.74% | +1,566+11.4% | Added |
| D.B. Root & Company, LLC | 15,268 | $754.2K | 0.29% | +379+2.5% | Added |
| Grove Bank & Trust | 15,286 | $755.1K | 0.15% | +1,162+8.2% | Added |
| Principal Street Partners, LLC | 15,320 | $756.8K | 0.15% | +7,660+100.0% | Added |
| Legacy Financial Advisors, Inc. | 15,402 | $760.8K | 0.15% | +2,868+22.9% | Added |
| LCM Capital Management Inc | 15,429 | $762.2K | 0.62% | +563+3.8% | Added |
| DMG Group, LLC | 15,465 | $764.0K | 0.77% | +905+6.2% | Added |
| Israel Discount Bank of New York | 15,519 | $766.6K | 0.64% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,604 | $770.9K | 0.05% | +60.0% | Added |
| Ellevest, Inc. | 15,758 | $778.4K | 0.06% | +15,758 | New |
| Huntington National Bank | 15,764 | $778.7K | 0.01% | −211−1.3% | Reduced |
| Moreno Evelyn V | 15,764 | $778.7K | 0.17% | +15,764 | New |
| Wambolt & Associates, LLC | 16,017 | $780.7K | 0.28% | −1,314−7.6% | Reduced |
| BancorpSouth Bank | 15,825 | $781.8K | 0.07% | −362−2.2% | Reduced |
| Liberty One Investment Management, LLC | 15,875 | $784.2K | 0.11% | −192−1.2% | Reduced |
| DFPG Investments, LLC | 16,221 | $787.4K | 0.07% | +7,635+88.9% | Added |
| Park Place Capital Corp | 15,967 | $788.7K | 0.23% | −281−1.7% | Reduced |
| GoalVest Advisory LLC | 16,002 | $790.5K | 0.40% | +1,300+8.8% | Added |
| Garner Asset Management Corp | 16,060 | $793.0K | 0.48% | −1,340−7.7% | Reduced |
| Banco de Sabadell, S.A | 15,992 | $793.0K | 0.69% | −587−3.5% | Reduced |
| Parsons Capital Management Inc | 16,062 | $793.5K | 0.06% | −1,480−8.4% | Reduced |
| Dana Investment Advisors, Inc. | 16,116 | $796.1K | 0.04% | +6,805+73.1% | Added |
| Essex Financial Services, Inc. | 16,158 | $798.2K | 0.09% | −765−4.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,160 | $798.3K | 0.01% | +1,279+8.6% | Added |
| Old National Bancorp | 16,196 | $800.1K | 0.02% | −590−3.5% | Reduced |
| Golden State Equity Partners | 16,331 | $806.7K | 0.22% | +13,387+454.7% | Added |
| GTS Securities LLC | 16,483 | $814.3K | 0.02% | +16,483 | New |
| Exchange Capital Management, Inc. | 16,532 | $816.7K | 0.15% | −55−0.3% | Reduced |
| SeaCrest Wealth Management, LLC | 16,548 | $817.5K | 0.11% | −321−1.9% | Reduced |
| NewEdge Wealth, LLC | 16,606 | $820.3K | 0.03% | +3,373+25.5% | Added |
| Quadrant Capital Group LLC | 16,761 | $828.0K | 0.08% | −29−0.2% | Reduced |
| Curbstone Financial Management Corp | 16,928 | $836.2K | 0.21% | −200−1.2% | Reduced |
| Roundview Capital LLC | 17,012 | $840.4K | 0.08% | −2,568−13.1% | Reduced |
| Gamco Investors, Inc. Et Al | 17,029 | $841.2K | 0.01% | +375+2.3% | Added |
| Sandy Cove Advisors, LLC | 17,058 | $842.7K | 0.49% | +63+0.4% | Added |
| Raab & Moskowitz Asset Management LLC | 17,136 | $846.5K | 0.30% | −279−1.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 17,267 | $853.0K | 0.51% | +1,389+8.7% | Added |
| First Pacific Financial | 17,291 | $854.2K | 0.38% | −863−4.8% | Reduced |
| NBC Securities, Inc. | 17,406 | $859.0K | 0.09% | +17,406 | New |
| MAI Capital Management | 17,452 | $862.1K | 0.01% | −445−2.5% | Reduced |
| Brown Brothers Harriman & Co | 18,043 | $891.3K | 0.01% | −3,741−17.2% | Reduced |
| Hilltop Holdings Inc. | 18,190 | $898.6K | 0.11% | +580+3.3% | Added |
| Weik Capital Management | 18,405 | $909.2K | 0.45% | −875−4.5% | Reduced |
| Cookson Peirce & Co Inc | 18,689 | $923.0K | 0.06% | +327+1.8% | Added |
| Thompson Siegel & Walmsley LLC | 18,815 | $929.0K | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 18,988 | $934.0K | 0.00% | +303+1.6% | Added |
| Americana Partners, LLC | 19,004 | $936.3K | 0.10% | +1,549+8.9% | Added |
| Checchi Capital Advisers, LLC | 18,960 | $936.6K | 0.09% | −2,169−10.3% | Reduced |
| Northstar Group, Inc. | 19,055 | $941.3K | 0.22% | 00.0% | Unchanged |
| First Manhattan Co | 19,106 | $943.8K | 0.00% | −208−1.1% | Reduced |
| D.A. Davidson & Co. | 19,170 | $947.0K | 0.01% | −295−1.5% | Reduced |
| Greenwood Capital Associates LLC | 19,220 | $949.5K | 0.14% | +19,220 | New |
| Voya Financial Advisors, Inc. | 19,370 | $953.0K | 0.12% | +474+2.5% | Added |
| Prospera Financial Services Inc | 19,300 | $953.5K | 0.04% | +1,552+8.7% | Added |
| Columbia Asset Management | 19,320 | $954.0K | 0.21% | +1,100+6.0% | Added |
| Scott & Selber, Inc. | 19,354 | $956.0K | 0.40% | −271−1.4% | Reduced |
| Eley Financial Management, Inc | 19,659 | $967.2K | 0.49% | +19,659 | New |
| Spire Wealth Management | 19,606 | $968.5K | 0.04% | +1,211+6.6% | Added |
| Valley National Advisers Inc | 19,694 | $973.0K | 0.17% | −750−3.7% | Reduced |
| Ativo Capital Management LLC | 19,700 | $973.2K | 1.10% | 00.0% | Unchanged |