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 |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 232 | $11.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $9.88K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 200 | $9.88K | 0.00% | +200 | New |
| Macquarie Group Ltd | 173 | $9.00K | 0.00% | +11+6.8% | Added |
| First Community Trust NA | 172 | $8.50K | 0.01% | −135−44.0% | Reduced |
| American National Bank | 170 | $8.40K | 0.00% | −2,800−94.3% | Reduced |
| Adirondack Trust Co | 170 | $8.40K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 167 | $8.25K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 165 | $8.15K | 0.01% | +165 | New |
| Archer Investment Corp | 150 | $7.41K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 129 | $6.37K | 0.00% | +129 | New |
| MCF Advisors LLC | 128 | $6.32K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 128 | $6.32K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 128 | $6.32K | 0.00% | +77+151.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 124 | $6.13K | 0.00% | +124 | New |
| First Financial Corp | 122 | $6.03K | 0.00% | +100+454.5% | Added |
| Tower View Investment Management & Research LLC | 113 | $6.00K | 0.00% | +1+0.9% | Added |
| Bell Investment Advisors, Inc | 115 | $5.68K | 0.00% | +7+6.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 104 | $5.12K | 0.00% | +1+1.0% | Added |
| KB Financial Partners, LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 101 | $5.00K | 0.00% | +41+68.3% | Added |
| Tompkins Financial Corp | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $4.94K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 96 | $4.74K | 0.00% | +96 | New |
| Nordwand Advisors, LLC | 96 | $4.74K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 91 | $4.50K | 0.00% | −3,409−97.4% | Reduced |
| Legacy Bridge, LLC | 90 | $4.45K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 84 | $4.15K | 0.00% | +42+100.0% | Added |
| Artemis Wealth Advisors, LLC | 83 | $4.10K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 82 | $4.05K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 78 | $3.85K | 0.00% | +78 | New |
| HighMark Wealth Management LLC | 70 | $3.46K | 0.00% | −8−10.3% | Reduced |
| Private Ocean, LLC | 69 | $3.41K | 0.00% | −2−2.8% | Reduced |
| TSFG, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 57 | $2.97K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 59 | $2.92K | 0.00% | +59 | New |
| Hoey Investments, Inc | 52 | $2.57K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $2.47K | 0.00% | −62,630−99.9% | Reduced |
| Copeland Capital Management, LLC | 50 | $2.47K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $2.47K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 48 | $2.37K | 0.00% | +48 | New |
| New Millennium Group LLC | 44 | $2.17K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 43 | $2.12K | 0.00% | −8,761−99.5% | Reduced |
| Raffa Wealth Management, LLC | 42 | $2.08K | 0.00% | −122−74.4% | Reduced |
| Atwood & Palmer Inc | 42 | $2.08K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 40 | $1.98K | 0.00% | −118−74.7% | Reduced |
| Iron Horse Wealth Management, LLC | 37 | $1.83K | 0.00% | +37 | New |
| Global Wealth Management Investment Advisory, Inc. | 36 | $1.78K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 34 | $1.68K | 0.00% | +34 | New |
| USA Financial Portformulas Corp | 30 | $1.48K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 30 | $1.48K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 29 | $1.43K | 0.00% | +29 | New |
| Sanctuary Wealth Management, L.L.C. | 26 | $1.28K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 22 | $1.09K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 22 | $1.09K | 0.00% | +22 | New |
| Dividend Assets Capital, LLC | 30 | $1.00K | 0.00% | −100−76.9% | Reduced |
| Avion Wealth | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 15 | $755 | 0.00% | −72−82.8% | Reduced |
| Abound Wealth Management | 12 | $609 | 0.00% | −48−80.0% | Reduced |
| Cornerstone Planning Group LLC | 12 | $593 | 0.00% | +4+50.0% | Added |
| Robbins Farley LLC | 10 | $494 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 4 | $198 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $149 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 200 | – | – | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −704,217−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −172,400−100.0% | Sold out |
| Matrix Asset Advisors Inc | 0 | $0 | 0.00% | −152,125−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −81,324−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −72,869−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −53,602−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −43,100−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −34,642−100.0% | Sold out |
| Stolper Co | 0 | $0 | 0.00% | −25,409−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −24,819−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −24,515−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −20,151−100.0% | Sold out |
| Harrington Investments, INC | 0 | $0 | 0.00% | −18,771−100.0% | Sold out |
| Clifford Capital Partners LLC | 0 | $0 | 0.00% | −16,023−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −15,630−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −10,813−100.0% | Sold out |
| Delaney Dennis R | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −10,263−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −9,612−100.0% | Sold out |
| Cypress Asset Management Inc | 0 | $0 | 0.00% | −8,523−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −7,986−100.0% | Sold out |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,756−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −7,335−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −7,140−100.0% | Sold out |
| Financial Advisory Service, Inc. | 0 | $0 | 0.00% | −6,897−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −5,991−100.0% | Sold out |
| Kidder Stephen W | 0 | $0 | 0.00% | −5,840−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −5,653−100.0% | Sold out |
| Puzo Michael J | 0 | $0 | 0.00% | −5,475−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,310−100.0% | Sold out |
| Buckingham Capital Management, Inc. | 0 | $0 | 0.00% | −5,081−100.0% | Sold out |