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 |
|---|---|---|---|---|---|
| Human Investing LLC | 7,215 | $356.4K | 0.08% | −427−5.6% | Reduced |
| Atlantic Union Bankshares Corp | 7,214 | $356.4K | 0.04% | −180−2.4% | Reduced |
| Bessemer Group Inc | 7,187 | $356.0K | 0.00% | −2,059−22.3% | Reduced |
| Equitable Holdings, Inc. | 7,194 | $355.4K | 0.01% | +1,073+17.5% | Added |
| Sterling Investment Advisors, Ltd. | 7,176 | $354.5K | 0.12% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 7,135 | $352.5K | 0.03% | −1,440−16.8% | Reduced |
| FRG Family Wealth Advisors LLC | 7,125 | $352.0K | 0.08% | −1,240−14.8% | Reduced |
| Hartford Funds Management Co LLC | 7,093 | $350.4K | 0.04% | +2,928+70.3% | Added |
| Farther Finance Advisors, LLC | 7,053 | $348.4K | 0.05% | +5,221+285.0% | Added |
| Beese Fulmer Investment Management, Inc. | 7,036 | $347.6K | 0.04% | 00.0% | Unchanged |
| Port Capital LLC | 7,000 | $346.0K | 0.02% | 00.0% | Unchanged |
| Searle & Co. | 7,000 | $345.8K | 0.12% | 00.0% | Unchanged |
| Fca Corp | 7,000 | $345.8K | 0.13% | 00.0% | Unchanged |
| Sabal Trust CO | 6,954 | $343.5K | 0.02% | +122+1.8% | Added |
| Jacobi Capital Management LLC | 6,930 | $342.3K | 0.04% | +2,019+41.1% | Added |
| Vestmark Advisory Solutions, Inc. | 6,897 | $340.7K | 0.02% | −72,157−91.3% | Reduced |
| Brighton Jones LLC | 6,840 | $337.9K | 0.02% | −177−2.5% | Reduced |
| Thrive Capital Management, LLC | 6,762 | $334.0K | 0.19% | −36−0.5% | Reduced |
| Claro Advisors LLC | 6,750 | $333.5K | 0.08% | +6,750 | New |
| Bradley Foster & Sargent Inc | 6,389 | $333.1K | 0.01% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 6,741 | $333.0K | 0.17% | 00.0% | Unchanged |
| Headlands Technologies LLC | 6,724 | $332.2K | 0.16% | +6,724 | New |
| Farmers & Merchants Investments Inc | 6,591 | $325.6K | 0.01% | −633−8.8% | Reduced |
| Connolly Sarah T. | 6,585 | $325.3K | 0.21% | −400−5.7% | Reduced |
| Stratos Wealth Advisors, LLC | 6,541 | $323.1K | 0.02% | +418+6.8% | Added |
| Empower Advisory Group, LLC | 6,536 | $322.9K | 0.00% | −136−2.0% | Reduced |
| Moseley Investment Management Inc | 6,518 | $322.0K | 0.19% | −202−3.0% | Reduced |
| Independent Advisor Alliance | 6,500 | $321.1K | 0.01% | −352−5.1% | Reduced |
| Bedel Financial Consulting, Inc. | 6,490 | $320.6K | 0.06% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 6,490 | $320.6K | 0.06% | +6,490 | New |
| O'Brien Greene & Co. Inc | 6,479 | $320.1K | 0.12% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 6,458 | $319.0K | 0.16% | −376−5.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,425 | $318.0K | 0.24% | +33+0.5% | Added |
| Lincoln Capital LLC | 6,434 | $317.8K | 0.08% | −1,510−19.0% | Reduced |
| AlphaQ Advisors LLC | 6,432 | $317.7K | 0.28% | −384−5.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,417 | $317.0K | 0.05% | −748−10.4% | Reduced |
| Diligent Investors, LLC | 6,413 | $316.8K | 0.10% | +20.0% | Added |
| Solidarilty Wealth, LLC | 6,409 | $316.6K | 0.11% | −186−2.8% | Reduced |
| Sutton Wealth Advisors Inc. | 6,396 | $316.0K | 0.16% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 6,382 | $315.3K | 0.01% | −200−3.0% | Reduced |
| Farmers National Bank | 6,329 | $312.7K | 0.11% | −1,130−15.1% | Reduced |
| Mengis Capital Management, Inc. | 6,317 | $312.1K | 0.06% | −250−3.8% | Reduced |
| Lincoln National Corp | 6,311 | $311.8K | 0.01% | +919+17.0% | Added |
| Lion Street Advisors, LLC | 6,307 | $311.6K | 0.10% | −606−8.8% | Reduced |
| Geneos Wealth Management Inc. | 6,253 | $308.9K | 0.02% | +45+0.7% | Added |
| Hummer Financial Advisory Services Inc | 6,250 | $308.8K | 0.31% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 6,224 | $307.5K | 0.19% | +430+7.4% | Added |
| Birch Hill Investment Advisors LLC | 6,200 | $306.3K | 0.02% | +1,300+26.5% | Added |
| Aries Wealth Management | 6,379 | $306.3K | 0.12% | +200+3.2% | Added |
| Schrum Private Wealth Management LLC | 6,161 | $304.4K | 0.35% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 6,158 | $304.2K | 0.01% | +360+6.2% | Added |
| Beacon Investment Advisory Services, Inc. | 6,140 | $303.3K | 0.01% | −5,540−47.4% | Reduced |
| Platform Technology Partners | 6,111 | $301.9K | 0.14% | −500−7.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,107 | $301.7K | 0.14% | +42+0.7% | Added |
| Notis-McConarty Edward | 6,055 | $299.1K | 0.12% | −6,305−51.0% | Reduced |
| Applied Finance Capital Management, LLC | 6,055 | $299.1K | 0.03% | +379+6.7% | Added |
| CVA Family Office, LLC | 6,047 | $298.7K | 0.07% | +162+2.8% | Added |
| Phocas Financial Corp. | 6,000 | $296.4K | 0.04% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 6,000 | $296.4K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5,980 | $295.4K | 0.02% | +1,265+26.8% | Added |
| Advisory Research Inc | 5,973 | $295.1K | 0.04% | −1,487−19.9% | Reduced |
| Probity Advisors, Inc. | 5,973 | $295.1K | 0.07% | 00.0% | Unchanged |
| David Loasby | 6,013 | $294.2K | 0.03% | +394+7.0% | Added |
| Addison Advisors LLC | 5,945 | $293.7K | 0.14% | +116+2.0% | Added |
| Roberts Glore & Co Inc | 5,941 | $293.5K | 0.10% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 5,917 | $292.3K | 0.30% | −8−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 5,912 | $292.1K | 0.05% | +5,912 | New |
| Breakwater Capital Group | 6,173 | $291.4K | 0.10% | +1,308+26.9% | Added |
| WoodTrust Financial Corp | 5,900 | $291.0K | 0.06% | −600−9.2% | Reduced |
| KC Investment Advisors, LLC | 5,863 | $289.6K | 0.19% | +698+13.5% | Added |
| Aspen Grove Capital, LLC | 5,845 | $288.7K | 0.11% | +528+9.9% | Added |
| Eqis Capital Management, Inc. | 5,842 | $288.6K | 0.04% | −599−9.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,826 | $287.8K | 0.08% | −637−9.9% | Reduced |
| Lindbrook Capital, LLC | 5,825 | $287.8K | 0.03% | +248+4.4% | Added |
| Value Partners Investments Inc. | 5,795 | $287.6K | 0.02% | +768+15.3% | Added |
| Moody National Bank Trust Division | 5,789 | $286.0K | 0.02% | −181−3.0% | Reduced |
| Atlas Brown,Inc. | 5,608 | $277.0K | 0.13% | +47+0.8% | Added |
| Traphagen Investment Advisors LLC | 5,558 | $274.6K | 0.03% | +66+1.2% | Added |
| Parkside Financial Bank & Trust | 5,546 | $274.0K | 0.06% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | – | $273.2K | 0.08% | – | – |
| Legacy Private Trust Co. | 5,518 | $272.6K | 0.02% | +212+4.0% | Added |
| Cable Hill Partners, LLC | 5,509 | $272.2K | 0.04% | +5,509 | New |
| IFP Advisors, Inc | 5,484 | $270.9K | 0.01% | −454−7.6% | Reduced |
| Augustine Asset Management Inc | 5,479 | $270.7K | 0.12% | −29−0.5% | Reduced |
| Aaron Wealth Advisors | 5,455 | $269.5K | 0.03% | +186+3.5% | Added |
| Palladiem, LLC | 5,379 | $265.7K | 0.29% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,375 | $265.5K | 0.13% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 5,345 | $264.0K | 0.02% | +1,051+24.5% | Added |
| Dempze Nancy E | 5,321 | $262.9K | 0.24% | −2,421−31.3% | Reduced |
| FourThought Financial Partners, LLC | 5,261 | $259.9K | 0.04% | +504+10.6% | Added |
| BKD Wealth Advisors, LLC | 5,251 | $259.4K | 0.01% | −4,577−46.6% | Reduced |
| Merit Financial Group, LLC | 5,246 | $259.2K | 0.01% | −29−0.5% | Reduced |
| Centaurus Financial, Inc. | 5,221 | $258.0K | 0.02% | +431+9.0% | Added |
| Cladis Investment Advisory, LLC | 5,213 | $257.5K | 0.23% | −3,122−37.5% | Reduced |
| Mayflower Financial Advisors, LLC | 5,196 | $256.7K | 0.04% | +226+4.5% | Added |
| HBK Sorce Advisory LLC | 5,177 | $255.7K | 0.01% | −79−1.5% | Reduced |
| Borer Denton & Associates, Inc. | 5,155 | $254.7K | 0.11% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 5,112 | $252.5K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,107 | $252.3K | 0.03% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 5,103 | $252.1K | 0.01% | +56+1.1% | Added |