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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 30,868 | $1.52M | 0.05% | +792+2.6% | Added |
| Ategra Capital Management, LLC | 30,930 | $1.53M | 0.83% | −1,695−5.2% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 30,999 | $1.53M | 1.75% | −641−2.0% | Reduced |
| TD Waterhouse Canada Inc. | 30,831 | $1.55M | 0.02% | −10,290−25.0% | Reduced |
| Drexel Morgan & Co. | 31,372 | $1.55M | 0.42% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 31,550 | $1.56M | 1.36% | +150+0.5% | Added |
| KCM Investment Advisors LLC | 31,775 | $1.57M | 0.07% | −1,049−3.2% | Reduced |
| BTC Capital Management, Inc. | 32,403 | $1.60M | 0.18% | +3,621+12.6% | Added |
| Lester Murray Antman dba SimplyRich | 32,803 | $1.62M | 0.79% | +20.0% | Added |
| Schechter Investment Advisors, LLC | 32,868 | $1.62M | 0.16% | +28+0.1% | Added |
| Weatherly Asset Management L. P. | 33,269 | $1.64M | 0.20% | −1,448−4.2% | Reduced |
| Old Second National Bank of Aurora | 33,283 | $1.64M | 0.50% | −1,201−3.5% | Reduced |
| Signaturefd, LLC | 33,584 | $1.66M | 0.04% | −87−0.3% | Reduced |
| Argent Trust Co | 33,723 | $1.67M | 0.09% | −3,854−10.3% | Reduced |
| Banco Santander, S.A. | 33,770 | $1.67M | 0.02% | +1,140+3.5% | Added |
| Cardinal Capital Management | 34,018 | $1.68M | 0.34% | +649+1.9% | Added |
| Three Bridge Wealth Advisors, LLC | 34,045 | $1.68M | 0.70% | +4,963+17.1% | Added |
| Pathway Financial Advisers, LLC | 34,194 | $1.69M | 0.70% | +34,194 | New |
| First Hawaiian Bank | 34,298 | $1.69M | 0.06% | +4,520+15.2% | Added |
| Archford Capital Strategies, LLC | 34,494 | $1.70M | 0.34% | −625−1.8% | Reduced |
| Ceera Investments, LLC | 34,555 | $1.71M | 0.93% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 34,777 | $1.72M | 0.12% | +300+0.9% | Added |
| Pavion Blue Capital, LLC | 34,780 | $1.72M | 1.04% | +8,326+31.5% | Added |
| Berkeley Capital Partners, LLC | 34,945 | $1.73M | 0.62% | +545+1.6% | Added |
| Oxbow Advisors, LLC | 35,131 | $1.74M | 0.27% | −60,264−63.2% | Reduced |
| Mutual Advisors, LLC | 35,217 | $1.74M | 0.07% | −3,359−8.7% | Reduced |
| Westhampton Capital, LLC | 35,232 | $1.74M | 1.12% | −240−0.7% | Reduced |
| Costello Asset Management, INC | 35,525 | $1.75M | 1.61% | −13,425−27.4% | Reduced |
| Regatta Capital Group, LLC | 36,344 | $1.80M | 0.57% | −180−0.5% | Reduced |
| Thoroughbred Financial Services, LLC | 36,434 | $1.80M | 0.18% | +24,478+204.7% | Added |
| Paradigm Asset Management Co LLC | 36,700 | $1.81M | 0.51% | +12,000+48.6% | Added |
| Portside Wealth Group, LLC | 37,222 | $1.84M | 0.35% | +4,621+14.2% | Added |
| Fulton Bank, N.A. | 37,417 | $1.85M | 0.09% | +56+0.1% | Added |
| Wade G W & Inc | 37,860 | $1.87M | 0.07% | −2,704−6.7% | Reduced |
| Naviter Wealth, LLC | 38,437 | $1.90M | 0.46% | +4,230+12.4% | Added |
| Anchor Investment Management, LLC | 38,709 | $1.91M | 0.25% | +2,501+6.9% | Added |
| State Street Corp | 39,330 | $1.94M | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 39,395 | $1.95M | 0.54% | −1,806−4.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 39,476 | $1.95M | 0.26% | −4,825−10.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 40,016 | $1.98M | 1.68% | +6,373+18.9% | Added |
| Bell Bank | 40,097 | $1.98M | 0.22% | +126+0.3% | Added |
| Bleakley Financial Group, LLC | 40,956 | $2.02M | 0.07% | +606+1.5% | Added |
| Sawtooth Solutions, LLC | 40,956 | $2.02M | 0.07% | +631+1.6% | Added |
| Lineweaver Wealth Advisors, LLC | 41,088 | $2.03M | 0.59% | −8,663−17.4% | Reduced |
| Keystone Financial Planning, Inc. | 41,348 | $2.04M | 0.71% | +100.0% | Added |
| Yousif Capital Management, LLC | 41,367 | $2.04M | 0.03% | −1,207−2.8% | Reduced |
| HBW Advisory Services LLC | 41,608 | $2.06M | 0.43% | +19,206+85.7% | Added |
| Timber Creek Capital Management LLC | 41,738 | $2.06M | 0.75% | −38,177−47.8% | Reduced |
| Verdence Capital Advisors LLC | 41,840 | $2.07M | 0.22% | +4,117+10.9% | Added |
| SkyOak Wealth, LLC | 41,850 | $2.07M | 0.60% | −567−1.3% | Reduced |
| Sowell Financial Services LLC | 42,108 | $2.08M | 0.13% | −8,863−17.4% | Reduced |
| Earnest Partners LLC | 42,263 | $2.09M | 0.01% | +191+0.5% | Added |
| Moors & Cabot, Inc. | 42,914 | $2.12M | 0.14% | +535+1.3% | Added |
| Advisor Partners II, LLC | 43,153 | $2.13M | 0.09% | +8,981+26.3% | Added |
| Forte Capital LLC | 43,455 | $2.15M | 0.33% | −140−0.3% | Reduced |
| Capital Insight Partners, LLC | 43,683 | $2.16M | 0.49% | +2,297+5.6% | Added |
| World Equity Group, Inc. | 43,840 | $2.17M | 0.45% | +20,799+90.3% | Added |
| Whittier Trust Co | 43,958 | $2.17M | 0.04% | +121+0.3% | Added |
| Pinnacle Associates Ltd | 43,974 | $2.17M | 0.04% | −725−1.6% | Reduced |
| Texas Yale Capital Corp. | 44,225 | $2.18M | 0.10% | +769+1.8% | Added |
| Van Leeuwen & Company, LLC | 44,486 | $2.20M | 1.37% | +420+1.0% | Added |
| First Bank & Trust | 44,554 | $2.20M | 0.58% | +2,162+5.1% | Added |
| Legacy Wealth Management, LLC | 44,715 | $2.21M | 1.15% | +150+0.3% | Added |
| Sigma Planning Corp | 44,837 | $2.21M | 0.08% | −3,244−6.7% | Reduced |
| Fiduciary Trust Co | 45,155 | $2.23M | 0.04% | +479+1.1% | Added |
| SevenBridge Financial Group, LLC | 45,869 | $2.27M | 0.59% | +613+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 46,397 | $2.29M | 0.01% | −243−0.5% | Reduced |
| JustInvest LLC | 47,567 | $2.35M | 0.07% | +1,183+2.6% | Added |
| Deutsche Bank AG | 47,772 | $2.36M | 0.00% | +1,589+3.4% | Added |
| HM Payson & Co | 47,842 | $2.36M | 0.06% | −2,303−4.6% | Reduced |
| Glenmede Trust Co NA | 47,998 | $2.37M | 0.01% | −4,855−9.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 48,004 | $2.37M | 0.04% | −3,090−6.0% | Reduced |
| Horizon Investments, LLC | 48,435 | $2.39M | 0.07% | −339−0.7% | Reduced |
| Thomasville National Bank | 48,526 | $2.40M | 0.24% | +749+1.6% | Added |
| Callahan Advisors, LLC | 48,635 | $2.40M | 0.30% | −500−1.0% | Reduced |
| AMG National Trust Bank | 48,982 | $2.42M | 0.08% | −19,452−28.4% | Reduced |
| Charter Trust Co | 49,021 | $2.42M | 0.19% | +406+0.8% | Added |
| Trust Co of Vermont | 49,150 | $2.43M | 0.16% | −2,369−4.6% | Reduced |
| Benedict Financial Advisors Inc | 50,406 | $2.49M | 0.72% | +183+0.4% | Added |
| Clear Street Markets LLC | 50,837 | $2.51M | 1.77% | +8,371+19.7% | Added |
| Veriti Management LLC | 50,933 | $2.52M | 0.29% | +952+1.9% | Added |
| Bard Financial Services, Inc. | 51,320 | $2.54M | 0.31% | −2,225−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 51,358 | $2.54M | 0.00% | +21,845+74.0% | Added |
| Advisory Services Network, LLC | 51,549 | $2.55M | 0.07% | +1,210+2.4% | Added |
| Inlet Private Wealth, LLC | 51,661 | $2.55M | 0.84% | −861−1.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 52,020 | $2.57M | 0.56% | +371+0.7% | Added |
| Peapack Gladstone Financial Corp | 52,142 | $2.58M | 0.05% | −1,719−3.2% | Reduced |
| We Are One Seven, LLC | 52,168 | $2.58M | 0.20% | +1,419+2.8% | Added |
| Advisors Asset Management, Inc. | 53,353 | $2.64M | 0.06% | +7,937+17.5% | Added |
| Arvest Trust Co N A | 53,405 | $2.64M | 0.17% | −761−1.4% | Reduced |
| Rhumbline Advisers | 53,913 | $2.66M | 0.00% | +1,580+3.0% | Added |
| M. Kulyk & Associates, LLC | 55,248 | $2.73M | 0.76% | +1,438+2.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 57,682 | $2.75M | 0.03% | −8,639−13.0% | Reduced |
| Smithbridge Asset Management Inc | 55,794 | $2.76M | 0.68% | +301+0.5% | Added |
| Hall Laurie J Trustee | 55,816 | $2.76M | 1.17% | +550+1.0% | Added |
| Oppenheimer & Co Inc | 56,120 | $2.77M | 0.06% | −1,639−2.8% | Reduced |
| WCG Wealth Advisors LLC | 55,142 | $2.77M | 0.20% | +3,028+5.8% | Added |
| Naples Global Advisors, LLC | 56,184 | $2.78M | 0.34% | +225+0.4% | Added |
| Stephens Inc | 56,196 | $2.78M | 0.05% | −5,149−8.4% | Reduced |
| Park Avenue Securities LLC | 56,299 | $2.78M | 0.04% | +3,897+7.4% | Added |