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 |
|---|---|---|---|---|---|
| Azzad Asset Management Inc | 57,005 | $2.82M | 0.40% | +12,241+27.3% | Added |
| Old Port Advisors | 57,057 | $2.82M | 1.02% | +57,057 | New |
| Cambridge Trust Co | 57,715 | $2.85M | 0.13% | −17,446−23.2% | Reduced |
| Private Advisor Group, LLC | 57,807 | $2.86M | 0.03% | +221+0.4% | Added |
| Arlington Partners LLC | 57,865 | $2.86M | 1.17% | −11,515−16.6% | Reduced |
| Arlington Trust Co LLC | 57,865 | $2.86M | 1.17% | +57,865 | New |
| Berkshire Bank | 58,226 | $2.88M | 0.83% | +2,562+4.6% | Added |
| Anchor Capital Advisors LLC | 58,262 | $2.88M | 0.08% | −2,299−3.8% | Reduced |
| Eagle Global Advisors LLC | 58,450 | $2.89M | 0.19% | −119−0.2% | Reduced |
| Allen Capital Group, LLC | 59,453 | $2.90M | 0.53% | +3,533+6.3% | Added |
| CIBC Private Wealth Group, LLC | 59,254 | $2.93M | 0.01% | −2,934−4.7% | Reduced |
| Strategic Advisors LLC | 59,294 | $2.93M | 0.58% | −60.0% | Reduced |
| Kennon-Green & Company, LLC | 59,371 | $2.93M | 2.91% | −1,080−1.8% | Reduced |
| GSB Wealth Management, LLC | 59,404 | $2.93M | 0.98% | −3,936−6.2% | Reduced |
| Autumn Glory Partners, LLC | 59,518 | $2.94M | 1.80% | +6,812+12.9% | Added |
| O'Shaughnessy Asset Management, LLC | 60,193 | $2.97M | 0.04% | +11,704+24.1% | Added |
| Gilman Hill Asset Management, LLC | 60,356 | $2.98M | 0.59% | +123+0.2% | Added |
| Logan Capital Management Inc | 60,398 | $2.98M | 0.15% | +632+1.1% | Added |
| Wetherby Asset Management Inc | 60,512 | $2.99M | 0.17% | −3,955−6.1% | Reduced |
| Royce & Associates LP | 61,000 | $3.01M | 0.03% | 00.0% | Unchanged |
| apricus wealth, LLC | 63,297 | $3.03M | 2.64% | −448−0.7% | Reduced |
| Todd Asset Management LLC | 61,377 | $3.03M | 0.07% | −30,194−33.0% | Reduced |
| Dakota Wealth Management | 61,423 | $3.03M | 0.13% | −205−0.3% | Reduced |
| Capital Fund Management S.A. | 61,526 | $3.04M | 0.04% | +61,526 | New |
| Heartland Advisors Inc | 61,925 | $3.06M | 0.17% | −955−1.5% | Reduced |
| Prentiss Smith & Co Inc | 62,079 | $3.07M | 2.26% | −957−1.5% | Reduced |
| CAPROCK Group, Inc. | 62,287 | $3.08M | 0.23% | +11,811+23.4% | Added |
| CIBC Asset Management Inc | 62,354 | $3.08M | 0.01% | +839+1.4% | Added |
| Advisors Management Group Inc | 63,176 | $3.12M | 0.94% | −871−1.4% | Reduced |
| Keene & Associates, Inc. | 63,919 | $3.16M | 2.53% | +968+1.5% | Added |
| Cary Street Partners Asset Management LLC | 64,472 | $3.18M | 0.60% | −911−1.4% | Reduced |
| GYL Financial Synergies, LLC | 65,024 | $3.21M | 0.31% | +263+0.4% | Added |
| Regions Financial Corp | 65,972 | $3.26M | 0.03% | +1,371+2.1% | Added |
| Perpetual Ltd | 65,985 | $3.26M | 0.03% | −4,228−6.0% | Reduced |
| Two Sigma Advisers, LP | 66,100 | $3.27M | 0.01% | +39,600+149.4% | Added |
| Raymond James Trust N.A. | 67,012 | $3.31M | 0.10% | +253+0.4% | Added |
| Pathstone Family Office, LLC | 67,053 | $3.32M | 0.03% | +19,319+40.5% | Added |
| Tevis Investment Management | 67,320 | $3.33M | 3.37% | +7,827+13.2% | Added |
| Courier Capital LLC | 68,027 | $3.36M | 0.28% | −1,183−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 68,628 | $3.39M | 0.01% | −3,651−5.1% | Reduced |
| Invesco Ltd. | 69,010 | $3.41M | 0.00% | −2,782−3.9% | Reduced |
| Kanawha Capital Management LLC | 69,043 | $3.41M | 0.33% | −2,860−4.0% | Reduced |
| Keybank National Association | 69,500 | $3.43M | 0.02% | +2,139+3.2% | Added |
| Atria Wealth Solutions, Inc. | 70,738 | $3.49M | 0.05% | +3,289+4.9% | Added |
| Foundations Investment Advisors, LLC | 71,187 | $3.52M | 0.11% | −3,603−4.8% | Reduced |
| Beacon Financial Group | 69,518 | $3.55M | 0.50% | +2,373+3.5% | Added |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 72,610 | $3.59M | 0.01% | +72,610 | New |
| Ancora Advisors, LLC | 73,004 | $3.61M | 0.10% | −7,702−9.5% | Reduced |
| Beach Investment Counsel Inc | 74,656 | $3.69M | 0.46% | +5,724+8.3% | Added |
| Meritage Portfolio Management | 75,035 | $3.71M | 0.27% | −904−1.2% | Reduced |
| Bonness Enterprises Inc | 76,040 | $3.76M | 1.72% | 00.0% | Unchanged |
| Sandy Spring Bank | 76,878 | $3.80M | 0.21% | −278−0.4% | Reduced |
| Narwhal Capital Management | 78,766 | $3.89M | 0.47% | +6,659+9.2% | Added |
| Avantax Advisory Services, Inc. | 78,944 | $3.90M | 0.04% | +4,568+6.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 81,865 | $4.04M | 1.56% | −1,075−1.3% | Reduced |
| Kestra Advisory Services, LLC | 83,491 | $4.12M | 0.04% | +17,329+26.2% | Added |
| Headinvest, LLC | 85,108 | $4.15M | 0.90% | +493+0.6% | Added |
| Ethic Inc. | 84,289 | $4.16M | 0.15% | +40,079+90.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 84,336 | $4.17M | 0.01% | −316−0.4% | Reduced |
| Exencial Wealth Advisors, LLC | 85,435 | $4.22M | 0.21% | −6,538−7.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 86,647 | $4.28M | 0.01% | +1,646+1.9% | Added |
| Johnson Investment Counsel Inc | 87,067 | $4.30M | 0.06% | −36,237−29.4% | Reduced |
| Graham Capital Management, L.P. | 87,619 | $4.33M | 0.13% | +87,619 | New |
| Assetmark, Inc | 88,330 | $4.36M | 0.02% | +582+0.7% | Added |
| Cerity Partners LLC | 88,837 | $4.39M | 0.02% | −12,872−12.7% | Reduced |
| Snowden Capital Advisors LLC | 89,514 | $4.42M | 0.19% | +2,689+3.1% | Added |
| Coston, McIsaac & Partners | 90,374 | $4.46M | 1.69% | +4,538+5.3% | Added |
| Atria Investments LLC | 91,585 | $4.53M | 0.08% | +4,014+4.6% | Added |
| Oak Ridge Investments LLC | 93,238 | $4.61M | 0.59% | +1,183+1.3% | Added |
| Chartwell Investment Partners, LLC | 93,857 | $4.64M | 0.18% | +10,504+12.6% | Added |
| Davenport & Co LLC | 95,009 | $4.69M | 0.04% | +2,965+3.2% | Added |
| TD Private Client Wealth LLC | 95,844 | $4.73M | 0.20% | −2,115−2.2% | Reduced |
| SYSTM Wealth Solutions LLC | 96,069 | $4.75M | 0.73% | +6,566+7.3% | Added |
| Butensky & Cohen Financial Security, Inc | 96,474 | $4.77M | 1.73% | +4,410+4.8% | Added |
| Hennessy Advisors Inc | 99,200 | $4.90M | 0.34% | −2,000−2.0% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 99,284 | $4.90M | 0.05% | −2,692,172−96.4% | Reduced |
| Portland Global Advisors LLC | 101,879 | $5.03M | 0.84% | +1,357+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 105,299 | $5.20M | 0.02% | +105,299 | New |
| Transform Wealth, LLC | 105,399 | $5.21M | 0.55% | +5,193+5.2% | Added |
| Jacobs & Co | 105,406 | $5.21M | 0.65% | −175−0.2% | Reduced |
| Auxier Asset Management | 105,503 | $5.21M | 0.89% | 00.0% | Unchanged |
| tru Independence LLC | 106,649 | $5.27M | 1.82% | +695+0.7% | Added |
| Motco | 107,301 | $5.30M | 0.36% | +1,673+1.6% | Added |
| Cetera Investment Advisers | 107,373 | $5.30M | 0.05% | −2,836−2.6% | Reduced |
| Fort Washington Investment Advisors Inc | 108,131 | $5.34M | 0.04% | −97−0.1% | Reduced |
| Mar Vista Investment Partners LLC | 108,571 | $5.36M | 0.26% | +3,266+3.1% | Added |
| QRG Capital Management, Inc. | 109,286 | $5.40M | 0.09% | +109,286 | New |
| Zions Bancorporation, N.A. | 111,450 | $5.51M | 0.48% | +9,466+9.3% | Added |
| Hamilton Point Investment Advisors, LLC | 111,936 | $5.53M | 1.37% | −1,296−1.1% | Reduced |
| Fiera Capital Corp | 113,124 | $5.59M | 0.02% | −3,679−3.1% | Reduced |
| Shufro Rose & Co LLC | 114,189 | $5.64M | 0.53% | −1,408−1.2% | Reduced |
| Kornitzer Capital Management Inc | 116,371 | $5.75M | 0.12% | −300−0.3% | Reduced |
| Barry Investment Advisors, LLC | 117,149 | $5.79M | 2.08% | −1,448−1.2% | Reduced |
| Kavar Capital Partners Group, LLC | 117,388 | $5.80M | 1.26% | −1,172−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 118,430 | $5.85M | 0.03% | +3,765+3.3% | Added |
| One Capital Management, LLC | 118,468 | $5.85M | 0.26% | +8,171+7.4% | Added |
| Windle Wealth, LLC | 119,547 | $5.91M | 4.40% | +3,102+2.7% | Added |
| Stansberry Asset Management, LLC | 119,791 | $5.92M | 1.04% | +11,280+10.4% | Added |
| Live Oak Private Wealth LLC | 124,744 | $6.16M | 1.31% | +220+0.2% | Added |
| Keating Investment Counselors Inc | 124,778 | $6.16M | 2.09% | +1,400+1.1% | Added |