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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 16,483 | $814.3K | 0.02% | +16,483 | New |
| Golden State Equity Partners | 16,331 | $806.7K | 0.22% | +13,387+454.7% | Added |
| Old National Bancorp | 16,196 | $800.1K | 0.02% | −590−3.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,160 | $798.3K | 0.01% | +1,279+8.6% | Added |
| Essex Financial Services, Inc. | 16,158 | $798.2K | 0.09% | −765−4.5% | Reduced |
| Dana Investment Advisors, Inc. | 16,116 | $796.1K | 0.04% | +6,805+73.1% | Added |
| Parsons Capital Management Inc | 16,062 | $793.5K | 0.06% | −1,480−8.4% | Reduced |
| Garner Asset Management Corp | 16,060 | $793.0K | 0.48% | −1,340−7.7% | Reduced |
| Banco de Sabadell, S.A | 15,992 | $793.0K | 0.69% | −587−3.5% | Reduced |
| GoalVest Advisory LLC | 16,002 | $790.5K | 0.40% | +1,300+8.8% | Added |
| Park Place Capital Corp | 15,967 | $788.7K | 0.23% | −281−1.7% | Reduced |
| DFPG Investments, LLC | 16,221 | $787.4K | 0.07% | +7,635+88.9% | Added |
| Liberty One Investment Management, LLC | 15,875 | $784.2K | 0.11% | −192−1.2% | Reduced |
| BancorpSouth Bank | 15,825 | $781.8K | 0.07% | −362−2.2% | Reduced |
| Wambolt & Associates, LLC | 16,017 | $780.7K | 0.28% | −1,314−7.6% | Reduced |
| Moreno Evelyn V | 15,764 | $778.7K | 0.17% | +15,764 | New |
| Huntington National Bank | 15,764 | $778.7K | 0.01% | −211−1.3% | Reduced |
| Ellevest, Inc. | 15,758 | $778.4K | 0.06% | +15,758 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,604 | $770.9K | 0.05% | +60.0% | Added |
| Israel Discount Bank of New York | 15,519 | $766.6K | 0.64% | 00.0% | Unchanged |
| DMG Group, LLC | 15,465 | $764.0K | 0.77% | +905+6.2% | Added |
| LCM Capital Management Inc | 15,429 | $762.2K | 0.62% | +563+3.8% | Added |
| Legacy Financial Advisors, Inc. | 15,402 | $760.8K | 0.15% | +2,868+22.9% | Added |
| Principal Street Partners, LLC | 15,320 | $756.8K | 0.15% | +7,660+100.0% | Added |
| Grove Bank & Trust | 15,286 | $755.1K | 0.15% | +1,162+8.2% | Added |
| D.B. Root & Company, LLC | 15,268 | $754.2K | 0.29% | +379+2.5% | Added |
| First Affirmative Financial Network | 15,258 | $753.8K | 0.74% | +1,566+11.4% | Added |
| BCGM Wealth Management, LLC | 15,121 | $747.0K | 0.34% | +2,427+19.1% | Added |
| Phillips Wealth Planners LLC | 15,412 | $745.8K | 1.01% | +1,073+7.5% | Added |
| Murphy Pohlad Asset Management LLC | 15,082 | $745.0K | 0.33% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 15,079 | $744.9K | 0.01% | +5,091+51.0% | Added |
| Procyon Private Wealth Partners, LLC | 15,039 | $742.9K | 0.08% | −135−0.9% | Reduced |
| Aberdeen Wealth Management LLC | 15,000 | $741.0K | 0.56% | +10.0% | Added |
| True Wealth Design, LLC | 14,936 | $737.8K | 0.25% | −248−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 14,854 | $733.8K | 0.08% | −217−1.4% | Reduced |
| Vise Technologies, Inc. | 14,734 | $727.8K | 0.18% | −977−6.2% | Reduced |
| Bayesian Capital Management, LP | 14,420 | $712.3K | 0.08% | +14,420 | New |
| Bailard, Inc. | 14,333 | $708.0K | 0.02% | −1,260−8.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 14,196 | $701.3K | 0.21% | −14,439−50.4% | Reduced |
| Easterly Investment Partners LLC | 14,184 | $700.7K | 0.08% | −19,325−57.7% | Reduced |
| River Street Advisors LLC | 14,158 | $699.4K | 0.66% | +280+2.0% | Added |
| Abundance Wealth Counselors | 14,153 | $699.0K | 0.20% | +14,153 | New |
| Mitchell Sinkler & Starr | 14,095 | $696.3K | 0.21% | +6,250+79.7% | Added |
| Penobscot Investment Management Company, Inc. | 14,002 | $691.7K | 0.09% | +9,476+209.4% | Added |
| HB Wealth Management, LLC | 13,998 | $691.5K | 0.01% | +1,982+16.5% | Added |
| Dearborn Partners LLC | 13,800 | $681.7K | 0.03% | −699−4.8% | Reduced |
| Douglas Lane & Associates, LLC | 13,797 | $681.6K | 0.01% | −894−6.1% | Reduced |
| Semmax Financial Advisors Inc. | 14,074 | $679.8K | 0.27% | +14,074 | New |
| Hanson & Doremus Investment Management | 13,738 | $679.0K | 0.14% | +796+6.2% | Added |
| Salvus Wealth Management, LLC | 13,695 | $676.5K | 0.54% | +1,815+15.3% | Added |
| Marcum Wealth, LLC | 13,512 | $667.5K | 0.08% | +471+3.6% | Added |
| Ballentine Partners, LLC | 13,477 | $665.8K | 0.02% | +975+7.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 13,415 | $662.7K | 0.50% | −1,310−8.9% | Reduced |
| Reuter James Wealth Management, LLC | 13,177 | $650.9K | 0.49% | −12−0.1% | Reduced |
| Global Retirement Partners, LLC | 13,264 | $649.0K | 0.03% | +70+0.5% | Added |
| Capital Wealth Planning, LLC | 13,116 | $647.9K | 0.01% | +4,060+44.8% | Added |
| Jeppson Wealth Management, LLC | 13,104 | $647.3K | 0.30% | −14−0.1% | Reduced |
| Penserra Capital Management LLC | 13,116 | $647.0K | 0.01% | +4,060+44.8% | Added |
| Toroso Investments, LLC | 13,044 | $644.4K | 0.02% | +450+3.6% | Added |
| North Star Investment Management Corp. | 12,939 | $639.2K | 0.05% | +100+0.8% | Added |
| Kingsview Wealth Management, LLC | 12,869 | $635.7K | 0.02% | +3,818+42.2% | Added |
| Boit C F David | 13,000 | $633.6K | 0.43% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 12,752 | $629.9K | 0.11% | −1,186−8.5% | Reduced |
| LGL Partners, LLC | 12,674 | $626.1K | 0.11% | +2,476+24.3% | Added |
| Rathbone Brothers plc | 12,631 | $625.8K | 0.00% | +12,631 | New |
| Ameritas Advisory Services, LLC | 12,577 | $621.3K | 0.03% | +12,577 | New |
| Boston Private Wealth LLC | 12,463 | $615.7K | 0.01% | −183−1.4% | Reduced |
| Evergreen Capital Management LLC | 12,447 | $614.9K | 0.03% | +1,631+15.1% | Added |
| Prime Capital Investment Advisors, LLC | 12,426 | $613.8K | 0.01% | +229+1.9% | Added |
| Somerville Kurt F | 12,362 | $610.7K | 0.12% | −5,375−30.3% | Reduced |
| Excalibur Management Corp | 12,183 | $601.8K | 0.31% | +40.0% | Added |
| Stock Yards Bank & Trust Co | 12,178 | $601.6K | 0.02% | −720−5.6% | Reduced |
| Clarius Group, LLC | 12,038 | $594.7K | 0.06% | +112+0.9% | Added |
| Private Trust Co NA | 12,019 | $593.7K | 0.08% | −180−1.5% | Reduced |
| Court Place Advisors, LLC | 12,018 | $593.7K | 0.21% | −400−3.2% | Reduced |
| Flputnam Investment Management Co | 11,957 | $590.7K | 0.02% | +1,225+11.4% | Added |
| Shelton Capital Management | 11,954 | $590.5K | 0.02% | −180−1.5% | Reduced |
| Lake Street Advisors Group, LLC | 11,926 | $589.0K | 0.03% | −1,111−8.5% | Reduced |
| Continuum Advisory, LLC | 11,916 | $588.7K | 0.09% | −444−3.6% | Reduced |
| Sky Investment Group LLC | 11,879 | $586.8K | 0.13% | −1,450−10.9% | Reduced |
| Glenview Trust Co | 11,855 | $585.6K | 0.02% | −171−1.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 11,822 | $584.0K | 0.04% | −16−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,766 | $581.0K | 0.02% | −1,120−8.7% | Reduced |
| Chemistry Wealth Management LLC | 11,661 | $576.1K | 0.19% | −650−5.3% | Reduced |
| Leavell Investment Management, Inc. | 11,635 | $575.0K | 0.04% | +1,000+9.4% | Added |
| Douglass Winthrop Advisors, LLC | 11,568 | $571.5K | 0.01% | −1,365−10.6% | Reduced |
| Garrett Wealth Advisory Group, LLC | 11,565 | $571.3K | 0.26% | −46−0.4% | Reduced |
| Ignite Planners, LLC | 11,647 | $570.0K | 0.17% | +11,647 | New |
| Navellier & Associates Inc | 11,492 | $567.7K | 0.10% | +11,492 | New |
| Tiaa Trust, National Association | 11,464 | $566.3K | 0.00% | +11,464 | New |
| EP Wealth Advisors, LLC | 11,368 | $561.6K | 0.01% | +499+4.6% | Added |
| Stokes Family Office, LLC | 11,366 | $561.5K | 0.07% | +802+7.6% | Added |
| Proequities, Inc. | 11,365 | $561.4K | 0.04% | −224−1.9% | Reduced |
| WSFS Capital Management, LLC | 11,288 | $557.6K | 0.04% | +11,288 | New |
| Edge Capital Group, LLC | 11,203 | $553.4K | 0.04% | −1,956−14.9% | Reduced |
| Joel Isaacson & Co., LLC | 11,202 | $553.4K | 0.04% | −78−0.7% | Reduced |
| Legacy Capital Group California, Inc. | 11,182 | $552.4K | 0.24% | +2,231+24.9% | Added |
| Manchester Capital Management LLC | 11,142 | $550.4K | 0.08% | +110+1.0% | Added |
| FLC Capital Advisors | 11,140 | $550.3K | 0.17% | −3,263−22.7% | Reduced |
| Cozad Asset Management Inc | 11,079 | $547.3K | 0.07% | −249−2.2% | Reduced |