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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 302,489 | $14.9M | 0.19% | +210,508+228.9% | Added |
| Haverford Trust Co | 299,900 | $14.8M | 0.18% | −8,175−2.7% | Reduced |
| Yacktman Asset Management LP | 298,232 | $14.7M | 0.15% | −5,771−1.9% | Reduced |
| Zevin Asset Management LLC | 295,221 | $14.6M | 2.93% | −648−0.2% | Reduced |
| Ycg, LLC | 292,577 | $14.5M | 1.33% | +370.0% | Added |
| Qube Research & Technologies Ltd | 282,837 | $14.0M | 0.04% | −63,111−18.2% | Reduced |
| Creative Planning | 262,997 | $13.0M | 0.02% | +50,880+24.0% | Added |
| Franklin Resources Inc | 244,622 | $12.1M | 0.01% | −989−0.4% | Reduced |
| MML Investors Services, LLC | 243,478 | $12.0M | 0.07% | +9,363+4.0% | Added |
| Richard C. Young & CO., LTD. | 234,923 | $11.6M | 1.65% | +1,702+0.7% | Added |
| Modera Wealth Management, LLC | 230,399 | $11.4M | 0.21% | +35,257+18.1% | Added |
| Wallace Capital Management Inc. | 219,864 | $10.9M | 1.67% | −1,526−0.7% | Reduced |
| Templeton & Phillips Capital Management, LLC | 210,798 | $10.4M | 10.97% | +490.0% | Added |
| GFS Advisors, LLC | 208,185 | $10.3M | 1.60% | +41,384+24.8% | Added |
| Cresset Asset Management, LLC | 207,871 | $10.3M | 0.07% | +8,176+4.1% | Added |
| First Republic Investment Management, Inc. | 207,016 | $10.2M | 0.03% | +207,016 | New |
| Crossmark Global Holdings, Inc. | 206,748 | $10.0M | 0.23% | −10,844−5.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 201,073 | $9.93M | 0.05% | +201,073 | New |
| TownSquare Capital, LLC | 200,148 | $9.89M | 0.18% | +28,935+16.9% | Added |
| Managed Asset Portfolios, LLC | 197,440 | $9.75M | 1.49% | +1,420+0.7% | Added |
| Brandes Investment Partners, LP | 196,210 | $9.69M | 0.19% | −1,624−0.8% | Reduced |
| First Personal Financial Services | 195,308 | $9.65M | 2.51% | +6,768+3.6% | Added |
| Lowe Brockenbrough & Co Inc | 193,932 | $9.58M | 0.74% | −235−0.1% | Reduced |
| XML Financial, LLC | 192,644 | $9.52M | 1.14% | −397−0.2% | Reduced |
| HRT Financial LP | 190,872 | $9.43M | 0.09% | +186,074+3,878.2% | Added |
| Baird Financial Group, Inc. | 186,064 | $9.19M | 0.03% | −8,392−4.3% | Reduced |
| Susquehanna International Group, LLP | 184,530 | $9.12M | 0.01% | −28,510−13.4% | Reduced |
| Alpha Cubed Investments, LLC | 180,354 | $8.91M | 0.60% | −16,544−8.4% | Reduced |
| Private Advisory Group LLC | 177,896 | $8.79M | 1.74% | +21,482+13.7% | Added |
| Cary Street Partner Investment Advisory LLC | 177,615 | $8.77M | 0.47% | +64,391+56.9% | Added |
| Cetera Advisor Networks LLC | 177,527 | $8.77M | 0.06% | +5,512+3.2% | Added |
| CWM, LLC | 173,784 | $8.59M | 0.05% | −5,205−2.9% | Reduced |
| Nicholas Company, Inc. | 173,600 | $8.58M | 0.17% | −695−0.4% | Reduced |
| Clean Yield Group | 176,697 | $8.54M | 3.79% | −1,605−0.9% | Reduced |
| American Assets Investment Management, LLC | 170,000 | $8.40M | 0.94% | 00.0% | Unchanged |
| Gabelli Funds LLC | 167,292 | $8.26M | 0.07% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 167,263 | $8.26M | 1.99% | +355+0.2% | Added |
| Brinker Capital Investments, LLC | 166,863 | $8.24M | 0.10% | +4,051+2.5% | Added |
| Orion Portfolio Solutions, LLC | 166,863 | $8.24M | 0.10% | +4,051+2.5% | Added |
| Mercer Global Advisors Inc | 166,068 | $8.20M | 0.03% | +47,208+39.7% | Added |
| Millennium Management LLC | 165,915 | $8.20M | 0.01% | −613,978−78.7% | Reduced |
| Martin Capital Partners, LLC | 163,555 | $8.08M | 3.40% | −185−0.1% | Reduced |
| Advocate Group LLC | 161,455 | $7.98M | 1.85% | −19,031−10.5% | Reduced |
| Philadelphia Trust Co | 157,680 | $7.79M | 0.80% | +855+0.5% | Added |
| Rockland Trust Co | 154,373 | $7.63M | 0.46% | +2,182+1.4% | Added |
| Guardian Capital LP | 152,766 | $7.55M | 0.28% | −12,154−7.4% | Reduced |
| Alerus Financial NA | 151,331 | $7.48M | 0.66% | +10,946+7.8% | Added |
| Hantz Financial Services, Inc. | 150,384 | $7.43M | 0.19% | +2,709+1.8% | Added |
| Systematic Alpha Investments, LLC | 147,881 | $7.31M | 0.37% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 147,815 | $7.30M | 0.62% | +11,155+8.2% | Added |
| Destination Wealth Management | 147,115 | $7.27M | 0.28% | +845+0.6% | Added |
| Sequoia Financial Advisors, LLC | 146,437 | $7.23M | 0.13% | −8,545−5.5% | Reduced |
| Bryn Mawr Trust Co | 140,291 | $6.93M | 0.30% | −2,648−1.9% | Reduced |
| Russell Investments Group, Ltd. | 139,847 | $6.91M | 0.01% | −2,222−1.6% | Reduced |
| Blair William & Co | 139,021 | $6.87M | 0.03% | −448−0.3% | Reduced |
| Clearbridge Investments, LLC | 137,608 | $6.80M | 0.01% | +579+0.4% | Added |
| Sanders Capital, LLC | 137,380 | $6.79M | 0.01% | +1,520+1.1% | Added |
| Guardian Capital Advisors LP | 139,403 | $6.74M | 0.75% | −123−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 135,118 | $6.67M | 0.27% | +971+0.7% | Added |
| Tweedy, Browne Co LLC | 133,262 | $6.58M | 0.35% | −18,462−12.2% | Reduced |
| US Bancorp | 132,824 | $6.56M | 0.01% | −9,875−6.9% | Reduced |
| ProVise Management Group, LLC | 131,494 | $6.50M | 0.60% | +14,404+12.3% | Added |
| Sustainable Growth Advisers, LP | 128,658 | $6.36M | 0.03% | +50,261+64.1% | Added |
| Putnam Investments LLC | 128,543 | $6.35M | 0.01% | +24,511+23.6% | Added |
| Old Mission Capital LLC | 128,210 | $6.33M | 0.21% | −312,031−70.9% | Reduced |
| Silvercrest Asset Management Group LLC | 128,096 | $6.33M | 0.05% | +937+0.7% | Added |
| Guyasuta Investment Advisors Inc | 126,209 | $6.23M | 0.48% | −1,866−1.5% | Reduced |
| Keating Investment Counselors Inc | 124,778 | $6.16M | 2.09% | +1,400+1.1% | Added |
| Live Oak Private Wealth LLC | 124,744 | $6.16M | 1.31% | +220+0.2% | Added |
| Stansberry Asset Management, LLC | 119,791 | $5.92M | 1.04% | +11,280+10.4% | Added |
| Windle Wealth, LLC | 119,547 | $5.91M | 4.40% | +3,102+2.7% | Added |
| One Capital Management, LLC | 118,468 | $5.85M | 0.26% | +8,171+7.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 118,430 | $5.85M | 0.03% | +3,765+3.3% | Added |
| Kavar Capital Partners Group, LLC | 117,388 | $5.80M | 1.26% | −1,172−1.0% | Reduced |
| Barry Investment Advisors, LLC | 117,149 | $5.79M | 2.08% | −1,448−1.2% | Reduced |
| Kornitzer Capital Management Inc | 116,371 | $5.75M | 0.12% | −300−0.3% | Reduced |
| Shufro Rose & Co LLC | 114,189 | $5.64M | 0.53% | −1,408−1.2% | Reduced |
| Fiera Capital Corp | 113,124 | $5.59M | 0.02% | −3,679−3.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 111,936 | $5.53M | 1.37% | −1,296−1.1% | Reduced |
| Zions Bancorporation, N.A. | 111,450 | $5.51M | 0.48% | +9,466+9.3% | Added |
| QRG Capital Management, Inc. | 109,286 | $5.40M | 0.09% | +109,286 | New |
| Mar Vista Investment Partners LLC | 108,571 | $5.36M | 0.26% | +3,266+3.1% | Added |
| Fort Washington Investment Advisors Inc | 108,131 | $5.34M | 0.04% | −97−0.1% | Reduced |
| Cetera Investment Advisers | 107,373 | $5.30M | 0.05% | −2,836−2.6% | Reduced |
| Motco | 107,301 | $5.30M | 0.36% | +1,673+1.6% | Added |
| tru Independence LLC | 106,649 | $5.27M | 1.82% | +695+0.7% | Added |
| Auxier Asset Management | 105,503 | $5.21M | 0.89% | 00.0% | Unchanged |
| Jacobs & Co | 105,406 | $5.21M | 0.65% | −175−0.2% | Reduced |
| Transform Wealth, LLC | 105,399 | $5.21M | 0.55% | +5,193+5.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 105,299 | $5.20M | 0.02% | +105,299 | New |
| Portland Global Advisors LLC | 101,879 | $5.03M | 0.84% | +1,357+1.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 99,284 | $4.90M | 0.05% | −2,692,172−96.4% | Reduced |
| Hennessy Advisors Inc | 99,200 | $4.90M | 0.34% | −2,000−2.0% | Reduced |
| Butensky & Cohen Financial Security, Inc | 96,474 | $4.77M | 1.73% | +4,410+4.8% | Added |
| SYSTM Wealth Solutions LLC | 96,069 | $4.75M | 0.73% | +6,566+7.3% | Added |
| TD Private Client Wealth LLC | 95,844 | $4.73M | 0.20% | −2,115−2.2% | Reduced |
| Davenport & Co LLC | 95,009 | $4.69M | 0.04% | +2,965+3.2% | Added |
| Chartwell Investment Partners, LLC | 93,857 | $4.64M | 0.18% | +10,504+12.6% | Added |
| Oak Ridge Investments LLC | 93,238 | $4.61M | 0.59% | +1,183+1.3% | Added |
| Atria Investments LLC | 91,585 | $4.53M | 0.08% | +4,014+4.6% | Added |