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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 5,102 | $252.0K | 0.06% | +346+7.3% | Added |
| Verity & Verity, LLC | 5,066 | $250.3K | 0.03% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,060 | $250.0K | 0.03% | +3+0.1% | Added |
| Graybill Bartz & Assoc Ltd | 5,055 | $249.7K | 0.12% | −383−7.0% | Reduced |
| Boston Family Office LLC | 5,040 | $249.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 5,000 | $247.0K | 0.01% | +1,000+25.0% | Added |
| Loomis Sayles & Co L P | 4,973 | $246.0K | 0.00% | −267−5.1% | Reduced |
| Financial Advocates Investment Management | 4,979 | $246.0K | 0.02% | −112−2.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,978 | $245.9K | 0.17% | +261+5.5% | Added |
| Optas, LLC | 4,908 | $242.5K | 0.08% | +17+0.3% | Added |
| Marble Harbor Investment Counsel, LLC | 4,900 | $242.1K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,900 | $242.1K | 0.19% | 00.0% | Unchanged |
| SPC Financial, Inc. | 4,893 | $241.7K | 0.03% | +168+3.6% | Added |
| Mission Wealth Management, LP | 4,891 | $241.6K | 0.01% | +7+0.1% | Added |
| Baldwin Brothers Inc | 4,858 | $240.0K | 0.02% | −175−3.5% | Reduced |
| Regal Investment Advisors LLC | 4,851 | $239.6K | 0.02% | −161−3.2% | Reduced |
| Fulcrum Capital LLC | 4,825 | $238.4K | 0.07% | +123+2.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,800 | $237.0K | 0.03% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 4,778 | $236.0K | 0.13% | +610+14.6% | Added |
| DRW Securities, LLC | 4,773 | $236.0K | 0.02% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 4,755 | $235.0K | 0.26% | +4,755 | New |
| Renasant Bank | 4,737 | $234.0K | 0.20% | −54−1.1% | Reduced |
| Klingenstein Fields & Co LP | 4,725 | $233.4K | 0.01% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,723 | $233.3K | 0.04% | +18+0.4% | Added |
| Symphony Financial, Ltd. Co. | 4,771 | $232.5K | 0.06% | −5−0.1% | Reduced |
| Tiedemann Advisors, LLC | 4,688 | $231.6K | 0.01% | +4,688 | New |
| Lantz Financial LLC | 4,677 | $231.0K | 0.09% | −8−0.2% | Reduced |
| Core Alternative Capital | 4,658 | $230.1K | 0.04% | +3,858+482.3% | Added |
| Empire Financial Management Company, LLC | 4,635 | $229.0K | 0.10% | −58−1.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,611 | $227.8K | 0.03% | −100−2.1% | Reduced |
| 9258 Wealth Management, LLC | 4,607 | $227.6K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,596 | $227.0K | 0.02% | −339−6.9% | Reduced |
| Monticello Wealth Management, LLC | 4,580 | $226.3K | 0.02% | +4,580 | New |
| Lafayette Investments, Inc. | 4,570 | $225.8K | 0.06% | +50+1.1% | Added |
| Newman Dignan & Sheerar, Inc. | 4,500 | $222.3K | 0.07% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,500 | $222.3K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,499 | $222.3K | 0.01% | −5,204−53.6% | Reduced |
| Arkadios Wealth Advisors | 4,495 | $222.0K | 0.02% | +485+12.1% | Added |
| S.A. Mason LLC | 4,493 | $222.0K | 0.16% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,474 | $221.0K | 0.01% | +656+17.2% | Added |
| Hyman Charles D | 4,465 | $221.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,470 | $220.9K | 0.02% | −6,551−59.4% | Reduced |
| Riverview Trust Co | 4,470 | $220.8K | 0.20% | 00.0% | Unchanged |
| Avalon Trust Co | 4,450 | $219.8K | 0.02% | −1,150−20.5% | Reduced |
| International Assets Investment Management, LLC | 4,495 | $219.3K | 0.03% | +98+2.2% | Added |
| Beutel, Goodman & Co Ltd. | 4,430 | $218.0K | 0.00% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,400 | $217.4K | 0.14% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 4,399 | $217.3K | 0.05% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 4,366 | $215.7K | 0.04% | +81+1.9% | Added |
| Integrated Advisors Network LLC | 4,364 | $215.6K | 0.01% | −1,479−25.3% | Reduced |
| Washington Trust Advisors, Inc. | 4,341 | $214.4K | 0.02% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,489 | $213.8K | 0.08% | −312−6.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,305 | $212.7K | 0.02% | −1,255−22.6% | Reduced |
| Sepio Capital, LP | 4,287 | $211.8K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,258 | $210.3K | 0.00% | +5+0.1% | Added |
| Bridgefront Capital, LLC | 4,196 | $207.3K | 0.15% | +4,196 | New |
| High Net Worth Advisory Group LLC | 4,184 | $206.7K | 0.08% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,150 | $205.0K | 0.23% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,147 | $204.9K | 0.07% | +263+6.8% | Added |
| Seven Mile Advisory | 4,132 | $204.1K | 0.21% | −165−3.8% | Reduced |
| Alera Investment Advisors, LLC | 4,126 | $203.8K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,110 | $203.0K | 0.03% | −7,000−63.0% | Reduced |
| Sittner & Nelson, LLC | 4,100 | $202.5K | 0.12% | +15+0.4% | Added |
| Cottonwood Capital Advisors, LLC | 4,090 | $202.0K | 0.19% | −41−1.0% | Reduced |
| Credit Suisse AG | 4,085 | $201.8K | 0.00% | −2,951−41.9% | Reduced |
| Bank of Hawaii | 4,075 | $201.3K | 0.01% | +227+5.9% | Added |
| Kovack Advisors, Inc. | 4,072 | $201.2K | 0.03% | +14+0.3% | Added |
| IMS Capital Management | 4,066 | $200.9K | 0.12% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,065 | $200.8K | 0.03% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 4,057 | $200.4K | 0.12% | +210+5.5% | Added |
| Toronto Dominion Bank | 4,015 | $198.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3,602 | $177.9K | 0.01% | −996−21.7% | Reduced |
| Mondrian Investment Partners LTD | 3,598 | $177.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,592 | $177.4K | 0.00% | −1,832−33.8% | Reduced |
| FinTrust Capital Advisors, LLC | 3,476 | $171.7K | 0.04% | −36−1.0% | Reduced |
| Capital Analysts, LLC | 3,465 | $171.0K | 0.01% | +450+14.9% | Added |
| Independence Bank of Kentucky | 3,360 | $166.0K | 0.07% | −2,800−45.5% | Reduced |
| Hexagon Capital Partners LLC | 3,292 | $162.6K | 0.04% | +78+2.4% | Added |
| Compass Wealth Management LLC | 3,229 | $159.5K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,092 | $152.7K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3,033 | $149.8K | 0.04% | +177+6.2% | Added |
| United Community Bank | 2,960 | $146.2K | 0.07% | +360+13.8% | Added |
| Heritage Wealth Advisors | 2,935 | $145.0K | 0.01% | −140−4.6% | Reduced |
| Glen Eagle Advisors, LLC | 2,787 | $137.7K | 0.03% | 00.0% | Unchanged |
| Certified Advisory Corp | 21,848 | $135.7K | 0.02% | +21,848 | New |
| Field & Main Bank | 2,740 | $135.4K | 0.06% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,717 | $134.2K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,716 | $134.2K | 0.07% | +2+0.1% | Added |
| TFC Financial Management | 2,592 | $128.1K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,548 | $126.0K | 0.07% | −725−22.2% | Reduced |
| Creative Financial Designs Inc | 2,533 | $125.1K | 0.01% | −27−1.1% | Reduced |
| Global Trust Asset Management, LLC | 2,389 | $118.0K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,375 | $117.0K | 0.01% | −47−1.9% | Reduced |
| Concord Wealth Partners | 2,363 | $116.7K | 0.02% | −200−7.8% | Reduced |
| HHM Wealth Advisors, LLC | 2,313 | $114.3K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,280 | $113.0K | 0.00% | −84−3.6% | Reduced |
| Salem Investment Counselors Inc | 2,255 | $111.4K | 0.00% | −46−2.0% | Reduced |
| Harbour Investments, Inc. | 2,206 | $109.0K | 0.01% | +160+7.8% | Added |
| Cassady Schiller Wealth Management, LLC | 2,200 | $108.7K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,140 | $102.3K | 0.01% | −193−8.3% | Reduced |