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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 2,059 | $101.7K | 0.05% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,000 | $98.8K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,928 | $95.2K | 0.02% | +65+3.5% | Added |
| Cape Investment Advisory, Inc. | 1,822 | $90.0K | 0.05% | +81+4.7% | Added |
| Carolinas Wealth Consulting LLC | 30,428 | $89.7K | 0.02% | +56+0.2% | Added |
| Carmichael Hill & Associates, Inc. | 1,774 | $87.6K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,711 | $84.5K | 0.01% | −270−13.6% | Reduced |
| Bokf, NA | 1,732 | $82.0K | 0.00% | −1,048−37.7% | Reduced |
| Chilton Capital Management LLC | 1,660 | $82.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,627 | $80.4K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1,500 | $74.1K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,485 | $73.4K | 0.01% | −22−1.5% | Reduced |
| LGT Financial Advisors LLC | 1,474 | $72.8K | 0.09% | +1,474 | New |
| Front Row Advisors LLC | 1,376 | $68.0K | 0.03% | −282−17.0% | Reduced |
| Castleview Partners, LLC | 1,286 | $63.5K | 0.06% | −357−21.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,255 | $62.0K | 0.01% | −4,251−77.2% | Reduced |
| Stonebridge Capital Advisors LLC | 1,250 | $61.8K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,232 | $60.9K | 0.02% | +470+61.7% | Added |
| CNB Bank | 1,229 | $60.7K | 0.04% | −480−28.1% | Reduced |
| Blume Capital Management, Inc. | 1,200 | $59.3K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 1,196 | $59.1K | 0.00% | +147+14.0% | Added |
| BOK Financial Private Wealth, Inc. | 1,139 | $56.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,123 | $55.5K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 1,113 | $55.0K | 0.00% | +10+0.9% | Added |
| Investors Research Corp | 1,088 | $53.7K | 0.01% | +26+2.4% | Added |
| Boyd Watterson Asset Management LLC | 1,052 | $52.0K | 0.02% | −1,000−48.7% | Reduced |
| TCTC Holdings, LLC | 1,015 | $50.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,011 | $49.9K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,000 | $49.4K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 950 | $46.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 919 | $45.4K | 0.00% | −6−0.6% | Reduced |
| Global Financial Private Client, LLC | 906 | $44.2K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 884 | $43.7K | 0.01% | −100−10.2% | Reduced |
| Bogart Wealth, LLC | 856 | $42.3K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 813 | $40.2K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 809 | $40.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 803 | $39.7K | 0.02% | +4+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 740 | $36.6K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 730 | $36.1K | 0.00% | −36−4.7% | Reduced |
| Atticus Wealth Management, LLC | 719 | $35.5K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 669 | $33.0K | 0.02% | −1,419−68.0% | Reduced |
| Clearstead Advisors, LLC | 655 | $32.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 634 | $31.3K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 630 | $31.1K | 0.00% | −496−44.0% | Reduced |
| Barrett & Company, Inc. | 606 | $29.9K | 0.02% | +206+51.5% | Added |
| SRS Capital Advisors, Inc. | 603 | $29.8K | 0.00% | −22−3.5% | Reduced |
| Godsey & Gibb Associates | 600 | $29.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 597 | $29.5K | 0.00% | −138−18.8% | Reduced |
| VisionPoint Advisory Group, LLC | 586 | $28.9K | 0.01% | +400+215.1% | Added |
| JJJ Advisors Inc. | 580 | $28.7K | 0.01% | +47+8.8% | Added |
| Financial Avengers, Inc. | 577 | $28.5K | 0.02% | +377+188.5% | Added |
| Country Trust Bank | 563 | $27.8K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 552 | $27.3K | 0.02% | −90−14.0% | Reduced |
| Jones Financial Companies LLLP | 552 | $27.3K | 0.00% | +291+111.5% | Added |
| Caldwell Sutter Capital, Inc. | 543 | $26.8K | 0.01% | −195−26.4% | Reduced |
| Centerpoint Advisors, LLC | 534 | $26.0K | 0.01% | +3+0.6% | Added |
| Focused Wealth Management, Inc | 515 | $25.5K | 0.00% | +3+0.6% | Added |
| JNBA Financial Advisors | 507 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 476 | $24.8K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 480 | $24.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 480 | $24.0K | 0.01% | +380+380.0% | Added |
| Plante Moran Financial Advisors, LLC | 477 | $23.6K | 0.00% | −61−11.3% | Reduced |
| Tortoise Investment Management, LLC | 477 | $23.6K | 0.00% | −35−6.8% | Reduced |
| Bangor Savings Bank | 469 | $23.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 449 | $22.2K | 0.01% | +449 | New |
| Financial Management Professionals, Inc. | 448 | $22.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 443 | $21.9K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 423 | $20.9K | 0.01% | +423 | New |
| SOA Wealth Advisors, LLC. | 420 | $20.8K | 0.01% | +1+0.2% | Added |
| Maryland Capital Advisors Inc. | 411 | $20.3K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 405 | $20.0K | 0.00% | −2,250−84.7% | Reduced |
| Webster Bank, N. A. | 400 | $19.8K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 400 | $19.8K | 0.01% | 00.0% | Unchanged |
| Trust Co | 400 | $19.8K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 400 | $19.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 400 | $19.8K | 0.01% | +400 | New |
| Key Financial Inc | 397 | $19.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 367 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 373 | $18.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 364 | $18.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 358 | $17.7K | 0.00% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 357 | $17.6K | 0.02% | +357 | New |
| Salomon & Ludwin, LLC | 348 | $17.2K | 0.00% | +348 | New |
| FSC Wealth Advisors, LLC | 344 | $17.0K | 0.02% | +344 | New |
| Kozak & Associates, Inc. | 334 | $16.1K | 0.01% | +68+25.6% | Added |
| Richard W. Paul & Associates, LLC | 323 | $16.0K | 0.01% | −39−10.8% | Reduced |
| Pinnacle Bancorp, Inc. | 315 | $15.6K | 0.01% | +27+9.4% | Added |
| Baker Avenue Asset Management, LP | 289 | $14.3K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 288 | $14.2K | 0.01% | +288 | New |
| Highlander Capital Management, LLC | 280 | $14.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 275 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 267 | $13.2K | 0.01% | −37−12.2% | Reduced |
| New England Capital Financial Advisors LLC | 266 | $13.1K | 0.01% | +2+0.8% | Added |
| Transamerica Financial Advisors, Inc. | 262 | $13.0K | 0.00% | +262 | New |
| Kelly Financial Services LLC | 256 | $12.6K | 0.01% | +119+86.9% | Added |
| Bray Capital Advisors | 250 | $12.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 243 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 234 | $12.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 248 | $12.0K | 0.01% | +2+0.8% | Added |
| Gradient Investments LLC | 238 | $11.8K | 0.00% | +88+58.7% | Added |