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 |
|---|---|---|---|---|---|
| Strategic Global Advisors, LLC | 11,072 | $547.0K | 0.09% | −848−7.1% | Reduced |
| Hartford Investment Management Co | 11,067 | $546.7K | 0.02% | −265−2.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 11,037 | $545.2K | 0.10% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 11,001 | $543.0K | 0.22% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 10,966 | $541.7K | 0.05% | −700−6.0% | Reduced |
| Ausdal Financial Partners, Inc. | 10,930 | $539.9K | 0.07% | −398−3.5% | Reduced |
| Ieq Capital, LLC | 10,833 | $535.1K | 0.01% | +452+4.4% | Added |
| Powers Advisory Group, LLC | 10,827 | $534.8K | 0.36% | −142−1.3% | Reduced |
| WR Wealth Planners, LLC | 10,782 | $532.6K | 0.20% | +247+2.3% | Added |
| Intellectus Partners, LLC | 10,645 | $525.8K | 0.17% | +923+9.5% | Added |
| Bank of Nova Scotia Trust Co | 10,600 | $523.6K | 0.06% | −2,800−20.9% | Reduced |
| IHT Wealth Management, LLC | 10,577 | $522.5K | 0.03% | −42−0.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,520 | $519.7K | 0.02% | 00.0% | Unchanged |
| Five Oceans Advisors | 10,516 | $519.5K | 0.33% | 00.0% | Unchanged |
| Range Financial Group LLC | 10,500 | $518.7K | 0.34% | −462−4.2% | Reduced |
| Daymark Wealth Partners, LLC | 10,482 | $517.8K | 0.04% | −30.0% | Reduced |
| Old North State Trust, LLC | 10,452 | $516.0K | 0.40% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 10,763 | $514.5K | 0.24% | −228−2.1% | Reduced |
| Allworth Financial LP | 10,317 | $509.7K | 0.00% | +521+5.3% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,311 | $509.4K | 0.14% | +593+6.1% | Added |
| Central Trust Co | 10,293 | $508.5K | 0.01% | −119−1.1% | Reduced |
| Intrua Financial, LLC | 10,176 | $502.7K | 0.09% | +367+3.7% | Added |
| Peregrine Asset Advisers, Inc. | 10,175 | $502.6K | 0.26% | +10,175 | New |
| Byrne Asset Management LLC | 10,167 | $502.0K | 0.42% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 10,141 | $501.0K | 0.12% | −20.0% | Reduced |
| Wellington Shields & Co., LLC | 10,112 | $499.5K | 0.12% | −1,000−9.0% | Reduced |
| Red Door Wealth Management, LLC | 10,107 | $499.3K | 0.13% | +562+5.9% | Added |
| Keudell/Morrison Wealth Management | 10,103 | $499.1K | 0.15% | +144+1.4% | Added |
| Fiduciary Group LLC | 10,052 | $496.6K | 0.06% | −990−9.0% | Reduced |
| Rbo & Co LLC | 9,994 | $493.7K | 0.09% | 00.0% | Unchanged |
| Pitcairn Co | 9,898 | $489.0K | 0.04% | +1,261+14.6% | Added |
| Drive Wealth Management, LLC | 9,893 | $488.7K | 0.18% | −781−7.3% | Reduced |
| EPG Wealth Management LLC | 9,869 | $487.5K | 0.15% | −820−7.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 9,802 | $484.2K | 0.40% | +142+1.5% | Added |
| Marino, Stram & Associates LLC | 9,748 | $481.5K | 0.14% | +141+1.5% | Added |
| FirstPurpose Wealth LLC | 9,728 | $480.6K | 0.21% | +2,096+27.5% | Added |
| Twelve Points Wealth Management LLC | 9,721 | $480.2K | 0.24% | −102−1.0% | Reduced |
| Nichols & Pratt Advisers LLP | 9,585 | $473.5K | 0.04% | −10,142−51.4% | Reduced |
| Keystone Financial Services | 9,573 | $472.9K | 0.25% | +47+0.5% | Added |
| Boston Trust Walden Corp | 9,505 | $469.5K | 0.00% | +500+5.6% | Added |
| Retirement Guys Formula LLC | 9,466 | $467.6K | 0.33% | +532+6.0% | Added |
| Canandaigua National Bank & Trust Co | 9,394 | $464.1K | 0.08% | −233−2.4% | Reduced |
| Mather Group, LLC. | 9,378 | $463.3K | 0.01% | +45+0.5% | Added |
| Williams Jones Wealth Management, LLC. | 9,300 | $459.4K | 0.01% | +426+4.8% | Added |
| Bond & Devick Financial Network, Inc. | 9,280 | $458.4K | 0.29% | +353+4.0% | Added |
| Transcend Wealth Collective, LLC | 9,176 | $453.3K | 0.04% | +40.0% | Added |
| Level Four Advisory Services, LLC | 9,141 | $451.6K | 0.03% | +9,141 | New |
| Tranquilli Financial Advisor LLC | 9,113 | $450.2K | 0.33% | +671+7.9% | Added |
| Sage Rhino Capital LLC | 9,066 | $447.9K | 0.13% | +215+2.4% | Added |
| Legacy Capital Wealth Partners, LLC | 9,001 | $444.7K | 0.12% | +9,001 | New |
| Caldwell Trust Co | 8,997 | $444.5K | 0.06% | −210−2.3% | Reduced |
| PAX Financial Group, LLC | 8,953 | $442.3K | 0.10% | −288−3.1% | Reduced |
| Capital Investment Counsel, Inc | 8,887 | $439.0K | 0.09% | −1,200−11.9% | Reduced |
| RS Crum Inc. | 8,870 | $438.2K | 0.16% | −679−7.1% | Reduced |
| PDS Planning, Inc | 8,861 | $437.7K | 0.06% | −560−5.9% | Reduced |
| Spinnaker Trust | 8,835 | $436.4K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,809 | $435.1K | 0.02% | +2,138+32.0% | Added |
| HF Advisory Group, LLC | 8,527 | $433.9K | 0.32% | +8,527 | New |
| Cornerstone Wealth Management, LLC | 8,772 | $433.3K | 0.04% | +8,772 | New |
| Sound View Wealth Advisors Group, LLC | 8,719 | $430.7K | 0.05% | +21+0.2% | Added |
| King Luther Capital Management Corp | 8,695 | $429.5K | 0.00% | −635−6.8% | Reduced |
| Engineers Gate Manager LP | 8,686 | $429.1K | 0.02% | +8,686 | New |
| Wrapmanager Inc | 8,666 | $428.1K | 0.14% | −799−8.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,662 | $427.9K | 0.03% | −8,903−50.7% | Reduced |
| Allen Investment Management LLC | 8,624 | $426.0K | 0.01% | +100+1.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,570 | $423.4K | 0.00% | +5,983+231.3% | Added |
| Crescent Grove Advisors, LLC | 8,506 | $420.2K | 0.05% | +40.0% | Added |
| Nuveen Asset Management, LLC | 8,506 | $420.2K | 0.00% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 8,457 | $417.8K | 0.19% | −12−0.1% | Reduced |
| Chicago Capital, LLC | 8,434 | $416.6K | 0.02% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 8,393 | $414.6K | 0.33% | −354−4.0% | Reduced |
| Covenant Partners, LLC | 8,313 | $410.7K | 0.15% | −3,657−30.6% | Reduced |
| West Family Investments, Inc. | 8,302 | $410.1K | 0.14% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 8,250 | $408.0K | 0.08% | +3,000+57.1% | Added |
| Savant Capital, LLC | 8,230 | $406.5K | 0.01% | −187−2.2% | Reduced |
| Graypoint LLC | 8,185 | $404.3K | 0.04% | −729−8.2% | Reduced |
| Freestone Capital Holdings, LLC | 8,177 | $403.9K | 0.02% | −5,776−41.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,076 | $399.0K | 0.08% | +1,774+28.1% | Added |
| Abbrea Capital, LLC | 8,015 | $396.0K | 0.06% | −610−7.1% | Reduced |
| Colonial Trust Co | 7,997 | $395.1K | 0.10% | +1,998+33.3% | Added |
| Lido Advisors, LLC | 7,890 | $389.8K | 0.00% | +229+3.0% | Added |
| Buckingham Strategic Wealth, LLC | 7,827 | $386.7K | 0.01% | −409−5.0% | Reduced |
| Kenfarb & Co. | 7,800 | $385.3K | 0.35% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 7,798 | $385.2K | 0.04% | +60+0.8% | Added |
| Dynamic Advisor Solutions LLC | 7,713 | $381.0K | 0.02% | +7,713 | New |
| WealthTrust Axiom LLC | 7,700 | $380.4K | 0.14% | −463−5.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,690 | $379.9K | 0.02% | −358−4.4% | Reduced |
| South State Corp. | 7,648 | $377.8K | 0.04% | −253−3.2% | Reduced |
| Riverwater Partners LLC | 7,625 | $376.7K | 0.34% | −355−4.4% | Reduced |
| Delta Financial Advisors LLC | 7,624 | $376.6K | 0.17% | +205+2.8% | Added |
| PFG Investments, LLC | 7,554 | $373.2K | 0.07% | −1,086−12.6% | Reduced |
| Rehmann Capital Advisory Group | 7,518 | $371.4K | 0.03% | −566−7.0% | Reduced |
| Country Club Bank | 7,535 | $370.7K | 0.03% | −10−0.1% | Reduced |
| Woodmont Investment Counsel LLC | 7,444 | $367.7K | 0.04% | −400−5.1% | Reduced |
| Smithfield Trust Co | 7,402 | $366.0K | 0.02% | −63−0.8% | Reduced |
| RSM US Wealth Management LLC | 7,391 | $365.1K | 0.01% | −144−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 6,983 | $364.0K | 0.01% | +3,635+108.6% | Added |
| Northwest Capital Management Inc | 7,246 | $358.0K | 0.14% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 7,243 | $357.8K | 0.10% | +29+0.4% | Added |
| Frisch Financial Group, Inc. | 7,231 | $357.0K | 0.14% | +55+0.8% | Added |