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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, Q4 2023

Institutional positions in Unilever PLC as of Dec 31, 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
1,109
+60 vs. Q3 2023
Shares held
243.2M
−6.15M (−2.5%) vs. Q3 2023
Total value
$11.8B
−$527.6M (−4.3%) vs. Q3 2023
New holders
129
286 more added
Sold out
69
522 more reduced

19 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,109 institutions
Q1 2021: 1,035 institutionsQ2 2021: 1,042 institutionsQ3 2021: 1,007 institutionsQ4 2021: 1,099 institutionsQ1 2022: 1,022 institutionsQ2 2022: 1,059 institutionsQ3 2022: 1,019 institutionsQ4 2022: 1,105 institutionsQ1 2023: 1,106 institutionsQ2 2023: 1,084 institutionsQ3 2023: 1,068 institutionsQ4 2023: 1,109 institutionsQ1 2024: 1,093 institutionsQ2 2024: 1,111 institutionsQ3 2024: 1,175 institutionsQ4 2024: 1,188 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,187 institutionsQ3 2025: 1,174 institutionsQ4 2025: 1,158 institutionsQ1 2026: 1,175 institutionsQ2 2026: 1,193 institutions
Value heldQ4 2023: $11.8B
Q1 2021: $12.7BQ2 2021: $13.7BQ3 2021: $12.7BQ4 2021: $13.3BQ1 2022: $10.7BQ2 2022: $11.4BQ3 2022: $11.5BQ4 2022: $13.4BQ1 2023: $13.5BQ2 2023: $13.2BQ3 2023: $12.3BQ4 2023: $11.8BQ1 2024: $12.4BQ2 2024: $12.7BQ3 2024: $14.2BQ4 2024: $12.5BQ1 2025: $13.1BQ2 2025: $14.0BQ3 2025: $13.9BQ4 2025: $13.9BQ1 2026: $13.7BQ2 2026: $15.5B
Institutions holding UL and their total value by quarter
QuarterHoldersValue
Q2 20261,193$15.5B
Q1 20261,175$13.7B
Q4 20251,158$13.9B
Q3 20251,174$13.9B
Q2 20251,187$14.0B
Q1 20251,179$13.1B
Q4 20241,188$12.5B
Q3 20241,175$14.2B
Q2 20241,111$12.7B
Q1 20241,093$12.4B
Q4 20231,109$11.8B
Q3 20231,068$12.3B
Q2 20231,084$13.2B
Q1 20231,106$13.5B
Q4 20221,105$13.4B
Q3 20221,019$11.5B
Q2 20221,059$11.4B
Q1 20221,022$10.7B
Q4 20211,099$13.3B
Q3 20211,007$12.7B
Q2 20211,042$13.7B
Q1 20211,035$12.7B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q3 2023.

Institutions holding UL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tradewinds Capital Management, LLC3$1460.00%00.0%Unchanged
Cornerstone Planning Group LLC4$1940.00%−8−66.7%Reduced
Bank of New Hampshire4$1940.00%00.0%Unchanged
Tennessee Valley Asset Management Partners9$4360.00%+9New
Main Street Group, LTD9$4450.00%+9New
Robbins Farley LLC10$4850.00%00.0%Unchanged
Abound Wealth Management12$6040.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC17$8240.00%−460−96.4%Reduced
Dividend Assets Capital, LLC30$1.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC22$1.07K0.00%00.0%Unchanged
Gold Investment Management Ltd.25$1.21K0.00%+25New
Sanctuary Wealth Management, L.L.C.26$1.26K0.00%00.0%Unchanged
Fairman Group, LLC26$1.26K0.00%+26New
Dunhill Financial, LLC28$1.36K0.00%+28New
ClariVest Asset Management LLC35$1.70K0.00%+35New
Financial Synergies Wealth Advisors, Inc.34$1.71K0.00%+34New
Global Wealth Management Investment Advisory, Inc.36$1.75K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC37$1.79K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.40$1.98K0.00%00.0%Unchanged
Covestor Ltd51$2.00K0.00%00.0%Unchanged
Avion Wealth32$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC42$2.04K0.00%00.0%Unchanged
Atwood & Palmer Inc42$2.04K0.00%00.0%Unchanged
ORG Partners LLC43$2.08K0.00%00.0%Unchanged
New Millennium Group LLC44$2.13K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC45$2.18K0.00%+45New
Piscataqua Savings Bank50$2.42K0.00%00.0%Unchanged
Pittenger & Anderson Inc50$2.42K0.00%00.0%Unchanged
Copeland Capital Management, LLC50$2.42K0.00%00.0%Unchanged
Hoey Investments, Inc52$2.52K0.00%00.0%Unchanged
Bell Investment Advisors, Inc55$2.67K0.00%−60−52.2%Reduced
Wiser Advisor Group LLC57$2.78K0.00%+57New
Rakuten Securities, Inc.58$2.81K0.00%+58New
Beacon Capital Management, LLC57$2.82K0.00%00.0%Unchanged
St Germain D J Co Inc59$2.86K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC65$3.15K0.00%+65New
HighMark Wealth Management LLC70$3.39K0.00%00.0%Unchanged
Larson Financial Group LLC71$3.44K0.00%−57−44.5%Reduced
PSI Advisors, LLC78$3.78K0.00%00.0%Unchanged
EntryPoint Capital, LLC78$3.78K0.00%+78New
Western Pacific Wealth Management, LP83$4.01K0.00%+1+1.2%Added
Coppell Advisory Solutions LLC83$4.02K0.00%+68+453.3%Added
Legacy Bridge, LLC90$4.36K0.00%00.0%Unchanged
Nordwand Advisors, LLC96$4.65K0.00%00.0%Unchanged
Lee Financial Co96$4.66K0.00%00.0%Unchanged
Tompkins Financial Corp100$4.85K0.00%00.0%Unchanged
NewSquare Capital LLC100$4.85K0.00%00.0%Unchanged
AllSquare Wealth Management LLC100$4.85K0.00%00.0%Unchanged
Gables Capital Management Inc.100$4.85K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group105$5.07K0.00%+1+1.0%Added
Bourgeon Capital Management LLC110$5.33K0.00%+26+31.0%Added
Orion Capital Management LLC113$5.48K0.00%+113New
Versant Capital Management, Inc121$5.87K0.00%−154−56.0%Reduced
First Financial Corp122$5.91K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC124$6.01K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc124$6.01K0.00%+94+313.3%Added
Clearstead Advisors, LLC125$6.06K0.00%−530−80.9%Reduced
Hollencrest Capital Management128$6.21K0.00%00.0%Unchanged
Founders Capital Management129$6.25K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC136$7.00K0.00%+23+20.4%Added
FSA Wealth Management LLC142$7.00K0.00%+142New
REAP Financial Group, LLC148$7.19K0.00%+148New
Archer Investment Corp150$7.27K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC154$7.47K0.00%−169−52.3%Reduced
Trifecta Capital Advisors, LLC157$7.61K0.00%+157New
CoreFirst Bank & Trust165$8.00K0.01%00.0%Unchanged
Macquarie Group Ltd173$8.00K0.00%00.0%Unchanged
General Partner, Inc.167$8.10K0.01%00.0%Unchanged
Adirondack Trust Co170$8.32K0.00%00.0%Unchanged
First Community Trust NA172$8.34K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC176$8.53K0.00%+176New
Caitlin John, LLC181$8.78K0.01%+181New
VisionPoint Advisory Group, LLC187$9.03K0.00%−399−68.1%Reduced
Planning Capital Management Corp187$9.07K0.01%+187New
Albion Financial Group194$9.41K0.00%+194New
Jamison Private Wealth Management, Inc.200$9.70K0.00%00.0%Unchanged
Johnson Financial Group, Inc.209$10.1K0.00%+209New
Arlington Trust Co LLC211$10.2K0.00%−57,654−99.6%Reduced
Criterion Capital Advisors, LLC218$10.5K0.01%+218New
Smartleaf Asset Management LLC223$10.8K0.00%+223New
Farmers & Merchants Trust Co of Chambersburg PA234$11.0K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc232$11.0K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC230$11.2K0.00%+230New
Gradient Investments LLC241$11.7K0.00%+3+1.3%Added
GW&K Investment Management, LLC243$12.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC250$12.0K0.01%+2+0.8%Added
Bray Capital Advisors250$12.1K0.00%00.0%Unchanged
Kelly Financial Services LLC258$12.5K0.01%+2+0.8%Added
WealthCollab, LLC259$12.6K0.01%+259New
Rocky Mountain Advisers, LLC267$12.9K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC269$13.0K0.01%+3+1.1%Added
Kozak & Associates, Inc.271$13.0K0.00%−63−18.9%Reduced
Highlander Capital Management, LLC280$13.6K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC284$13.8K0.01%+284New
Provence Wealth Management Group288$14.0K0.01%00.0%Unchanged
Key Financial Inc290$14.1K0.00%−107−27.0%Reduced
Wetzel Investment Advisors, Inc.323$16.0K0.01%+323New
FSC Wealth Advisors, LLC344$16.7K0.01%00.0%Unchanged
Operose Advisors LLC344$16.7K0.01%+344New
Financial Management Professionals, Inc.347$17.0K0.00%−101−22.5%Reduced