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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 90,374 | $4.46M | 1.69% | +4,538+5.3% | Added |
| Snowden Capital Advisors LLC | 89,514 | $4.42M | 0.19% | +2,689+3.1% | Added |
| Cerity Partners LLC | 88,837 | $4.39M | 0.02% | −12,872−12.7% | Reduced |
| Assetmark, Inc | 88,330 | $4.36M | 0.02% | +582+0.7% | Added |
| Graham Capital Management, L.P. | 87,619 | $4.33M | 0.13% | +87,619 | New |
| Johnson Investment Counsel Inc | 87,067 | $4.30M | 0.06% | −36,237−29.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 86,647 | $4.28M | 0.01% | +1,646+1.9% | Added |
| Exencial Wealth Advisors, LLC | 85,435 | $4.22M | 0.21% | −6,538−7.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 84,336 | $4.17M | 0.01% | −316−0.4% | Reduced |
| Ethic Inc. | 84,289 | $4.16M | 0.15% | +40,079+90.7% | Added |
| Headinvest, LLC | 85,108 | $4.15M | 0.90% | +493+0.6% | Added |
| Kestra Advisory Services, LLC | 83,491 | $4.12M | 0.04% | +17,329+26.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 81,865 | $4.04M | 1.56% | −1,075−1.3% | Reduced |
| Avantax Advisory Services, Inc. | 78,944 | $3.90M | 0.04% | +4,568+6.1% | Added |
| Narwhal Capital Management | 78,766 | $3.89M | 0.47% | +6,659+9.2% | Added |
| Sandy Spring Bank | 76,878 | $3.80M | 0.21% | −278−0.4% | Reduced |
| Bonness Enterprises Inc | 76,040 | $3.76M | 1.72% | 00.0% | Unchanged |
| Meritage Portfolio Management | 75,035 | $3.71M | 0.27% | −904−1.2% | Reduced |
| Beach Investment Counsel Inc | 74,656 | $3.69M | 0.46% | +5,724+8.3% | Added |
| Ancora Advisors, LLC | 73,004 | $3.61M | 0.10% | −7,702−9.5% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 72,610 | $3.59M | 0.01% | +72,610 | New |
| Beacon Financial Group | 69,518 | $3.55M | 0.50% | +2,373+3.5% | Added |
| Foundations Investment Advisors, LLC | 71,187 | $3.52M | 0.11% | −3,603−4.8% | Reduced |
| Atria Wealth Solutions, Inc. | 70,738 | $3.49M | 0.05% | +3,289+4.9% | Added |
| Keybank National Association | 69,500 | $3.43M | 0.02% | +2,139+3.2% | Added |
| Kanawha Capital Management LLC | 69,043 | $3.41M | 0.33% | −2,860−4.0% | Reduced |
| Invesco Ltd. | 69,010 | $3.41M | 0.00% | −2,782−3.9% | Reduced |
| Rockefeller Capital Management L.P. | 68,628 | $3.39M | 0.01% | −3,651−5.1% | Reduced |
| Courier Capital LLC | 68,027 | $3.36M | 0.28% | −1,183−1.7% | Reduced |
| Tevis Investment Management | 67,320 | $3.33M | 3.37% | +7,827+13.2% | Added |
| Pathstone Family Office, LLC | 67,053 | $3.32M | 0.03% | +19,319+40.5% | Added |
| Raymond James Trust N.A. | 67,012 | $3.31M | 0.10% | +253+0.4% | Added |
| Two Sigma Advisers, LP | 66,100 | $3.27M | 0.01% | +39,600+149.4% | Added |
| Perpetual Ltd | 65,985 | $3.26M | 0.03% | −4,228−6.0% | Reduced |
| Regions Financial Corp | 65,972 | $3.26M | 0.03% | +1,371+2.1% | Added |
| GYL Financial Synergies, LLC | 65,024 | $3.21M | 0.31% | +263+0.4% | Added |
| Cary Street Partners Asset Management LLC | 64,472 | $3.18M | 0.60% | −911−1.4% | Reduced |
| Keene & Associates, Inc. | 63,919 | $3.16M | 2.53% | +968+1.5% | Added |
| Advisors Management Group Inc | 63,176 | $3.12M | 0.94% | −871−1.4% | Reduced |
| CIBC Asset Management Inc | 62,354 | $3.08M | 0.01% | +839+1.4% | Added |
| CAPROCK Group, Inc. | 62,287 | $3.08M | 0.23% | +11,811+23.4% | Added |
| Prentiss Smith & Co Inc | 62,079 | $3.07M | 2.26% | −957−1.5% | Reduced |
| Heartland Advisors Inc | 61,925 | $3.06M | 0.17% | −955−1.5% | Reduced |
| Capital Fund Management S.A. | 61,526 | $3.04M | 0.04% | +61,526 | New |
| Dakota Wealth Management | 61,423 | $3.03M | 0.13% | −205−0.3% | Reduced |
| Todd Asset Management LLC | 61,377 | $3.03M | 0.07% | −30,194−33.0% | Reduced |
| apricus wealth, LLC | 63,297 | $3.03M | 2.64% | −448−0.7% | Reduced |
| Royce & Associates LP | 61,000 | $3.01M | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 60,512 | $2.99M | 0.17% | −3,955−6.1% | Reduced |
| Logan Capital Management Inc | 60,398 | $2.98M | 0.15% | +632+1.1% | Added |
| Gilman Hill Asset Management, LLC | 60,356 | $2.98M | 0.59% | +123+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 60,193 | $2.97M | 0.04% | +11,704+24.1% | Added |
| Autumn Glory Partners, LLC | 59,518 | $2.94M | 1.80% | +6,812+12.9% | Added |
| GSB Wealth Management, LLC | 59,404 | $2.93M | 0.98% | −3,936−6.2% | Reduced |
| Kennon-Green & Company, LLC | 59,371 | $2.93M | 2.91% | −1,080−1.8% | Reduced |
| Strategic Advisors LLC | 59,294 | $2.93M | 0.58% | −60.0% | Reduced |
| CIBC Private Wealth Group, LLC | 59,254 | $2.93M | 0.01% | −2,934−4.7% | Reduced |
| Allen Capital Group, LLC | 59,453 | $2.90M | 0.53% | +3,533+6.3% | Added |
| Eagle Global Advisors LLC | 58,450 | $2.89M | 0.19% | −119−0.2% | Reduced |
| Anchor Capital Advisors LLC | 58,262 | $2.88M | 0.08% | −2,299−3.8% | Reduced |
| Berkshire Bank | 58,226 | $2.88M | 0.83% | +2,562+4.6% | 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 |
| Private Advisor Group, LLC | 57,807 | $2.86M | 0.03% | +221+0.4% | Added |
| Cambridge Trust Co | 57,715 | $2.85M | 0.13% | −17,446−23.2% | Reduced |
| Old Port Advisors | 57,057 | $2.82M | 1.02% | +57,057 | New |
| Azzad Asset Management Inc | 57,005 | $2.82M | 0.40% | +12,241+27.3% | Added |
| Park Avenue Securities LLC | 56,299 | $2.78M | 0.04% | +3,897+7.4% | Added |
| Stephens Inc | 56,196 | $2.78M | 0.05% | −5,149−8.4% | Reduced |
| Naples Global Advisors, LLC | 56,184 | $2.78M | 0.34% | +225+0.4% | Added |
| WCG Wealth Advisors LLC | 55,142 | $2.77M | 0.20% | +3,028+5.8% | Added |
| Oppenheimer & Co Inc | 56,120 | $2.77M | 0.06% | −1,639−2.8% | Reduced |
| Hall Laurie J Trustee | 55,816 | $2.76M | 1.17% | +550+1.0% | Added |
| Smithbridge Asset Management Inc | 55,794 | $2.76M | 0.68% | +301+0.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 57,682 | $2.75M | 0.03% | −8,639−13.0% | Reduced |
| M. Kulyk & Associates, LLC | 55,248 | $2.73M | 0.76% | +1,438+2.7% | Added |
| Rhumbline Advisers | 53,913 | $2.66M | 0.00% | +1,580+3.0% | Added |
| Arvest Trust Co N A | 53,405 | $2.64M | 0.17% | −761−1.4% | Reduced |
| Advisors Asset Management, Inc. | 53,353 | $2.64M | 0.06% | +7,937+17.5% | Added |
| We Are One Seven, LLC | 52,168 | $2.58M | 0.20% | +1,419+2.8% | Added |
| Peapack Gladstone Financial Corp | 52,142 | $2.58M | 0.05% | −1,719−3.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 52,020 | $2.57M | 0.56% | +371+0.7% | Added |
| Inlet Private Wealth, LLC | 51,661 | $2.55M | 0.84% | −861−1.6% | Reduced |
| Advisory Services Network, LLC | 51,549 | $2.55M | 0.07% | +1,210+2.4% | Added |
| Charles Schwab Investment Management Inc | 51,358 | $2.54M | 0.00% | +21,845+74.0% | Added |
| Bard Financial Services, Inc. | 51,320 | $2.54M | 0.31% | −2,225−4.2% | Reduced |
| Veriti Management LLC | 50,933 | $2.52M | 0.29% | +952+1.9% | Added |
| Clear Street Markets LLC | 50,837 | $2.51M | 1.77% | +8,371+19.7% | Added |
| Benedict Financial Advisors Inc | 50,406 | $2.49M | 0.72% | +183+0.4% | Added |
| Trust Co of Vermont | 49,150 | $2.43M | 0.16% | −2,369−4.6% | Reduced |
| Charter Trust Co | 49,021 | $2.42M | 0.19% | +406+0.8% | Added |
| AMG National Trust Bank | 48,982 | $2.42M | 0.08% | −19,452−28.4% | Reduced |
| Callahan Advisors, LLC | 48,635 | $2.40M | 0.30% | −500−1.0% | Reduced |
| Thomasville National Bank | 48,526 | $2.40M | 0.24% | +749+1.6% | Added |
| Horizon Investments, LLC | 48,435 | $2.39M | 0.07% | −339−0.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 48,004 | $2.37M | 0.04% | −3,090−6.0% | Reduced |
| Glenmede Trust Co NA | 47,998 | $2.37M | 0.01% | −4,855−9.2% | Reduced |
| HM Payson & Co | 47,842 | $2.36M | 0.06% | −2,303−4.6% | Reduced |
| Deutsche Bank AG | 47,772 | $2.36M | 0.00% | +1,589+3.4% | Added |
| JustInvest LLC | 47,567 | $2.35M | 0.07% | +1,183+2.6% | Added |