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; 1,192 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,192 | $15.5B |
| Q1 2026 | 1,174 | $13.7B |
| Q4 2025 | 1,157 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stablepoint Partners, LLC | 82,207 | $3.99M | 1.02% | +82,207 | New |
| Ethic Inc. | 82,289 | $3.99M | 0.12% | −2,000−2.4% | Reduced |
| Clear Street Markets LLC | 82,677 | $4.01M | 1.61% | +31,840+62.6% | Added |
| SYSTM Wealth Solutions LLC | 82,870 | $4.02M | 0.56% | −13,199−13.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 83,375 | $4.04M | 0.00% | −3,272−3.8% | Reduced |
| Assetmark, Inc | 83,930 | $4.07M | 0.01% | −4,400−5.0% | Reduced |
| Cetera Investment Advisers | 88,558 | $4.29M | 0.03% | −18,815−17.5% | Reduced |
| Snowden Capital Advisors LLC | 90,647 | $4.39M | 0.17% | +1,133+1.3% | Added |
| Oak Ridge Investments LLC | 92,174 | $4.47M | 0.51% | −1,064−1.1% | Reduced |
| Coston, McIsaac & Partners | 92,835 | $4.50M | 1.57% | +2,461+2.7% | Added |
| Hennessy Advisors Inc | 93,800 | $4.55M | 0.23% | −5,400−5.4% | Reduced |
| Headinvest, LLC | 94,788 | $4.60M | 0.96% | +9,680+11.4% | Added |
| Cerity Partners LLC | 96,377 | $4.67M | 0.02% | +7,540+8.5% | Added |
| Motco | 96,476 | $4.68M | 0.30% | −10,825−10.1% | Reduced |
| Butensky & Cohen Financial Security, Inc | 96,676 | $4.69M | 1.56% | +202+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 98,541 | $4.78M | 0.01% | −6,758−6.4% | Reduced |
| Cubist Systematic Strategies, LLC | 99,292 | $4.81M | 0.06% | +71,631+259.0% | Added |
| Transform Wealth, LLC | 101,315 | $4.91M | 0.48% | −4,084−3.9% | Reduced |
| QRG Capital Management, Inc. | 102,527 | $4.97M | 0.07% | −6,759−6.2% | Reduced |
| Portland Global Advisors LLC | 104,155 | $5.05M | 0.76% | +2,276+2.2% | Added |
| Moran Wealth Management, LLC | 104,264 | $5.05M | 0.18% | +104,264 | New |
| Cambridge Investment Research Advisors, Inc. | 104,397 | $5.06M | 0.02% | −14,033−11.8% | Reduced |
| Auxier Asset Management | 105,003 | $5.09M | 0.82% | −500−0.5% | Reduced |
| tru Independence LLC | 105,237 | $5.10M | 1.55% | −1,412−1.3% | Reduced |
| Fort Washington Investment Advisors Inc | 105,328 | $5.11M | 0.04% | −2,803−2.6% | Reduced |
| Jacobs & Co | 106,478 | $5.16M | 0.59% | +1,072+1.0% | Added |
| Kavar Capital Partners Group, LLC | 107,785 | $5.23M | 0.58% | −9,603−8.2% | Reduced |
| Fiera Capital Corp | 111,555 | $5.41M | 0.02% | −1,569−1.4% | Reduced |
| Chartwell Investment Partners, LLC | 112,889 | $5.47M | 0.19% | +19,032+20.3% | Added |
| Hamilton Point Investment Advisors, LLC | 113,348 | $5.50M | 1.11% | +1,412+1.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 114,169 | $5.53M | 0.02% | +105,599+1,232.2% | Added |
| Barry Investment Advisors, LLC | 114,905 | $5.57M | 1.88% | −2,244−1.9% | Reduced |
| Shufro Rose & Co LLC | 113,486 | $5.61M | 0.53% | −703−0.6% | Reduced |
| Kornitzer Capital Management Inc | 116,371 | $5.64M | 0.11% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 118,098 | $5.73M | 2.05% | −6,680−5.4% | Reduced |
| Windle Wealth, LLC | 119,608 | $5.80M | 4.07% | +61+0.1% | Added |
| Guyasuta Investment Advisors Inc | 119,655 | $5.80M | 0.42% | −6,554−5.2% | Reduced |
| One Capital Management, LLC | 120,651 | $5.85M | 0.23% | +2,183+1.8% | Added |
| US Bancorp | 121,913 | $5.91M | 0.01% | −10,911−8.2% | Reduced |
| Tweedy, Browne Co LLC | 122,017 | $5.92M | 0.29% | −11,245−8.4% | Reduced |
| Live Oak Private Wealth LLC | 122,920 | $5.96M | 1.12% | −1,824−1.5% | Reduced |
| Hantz Financial Services, Inc. | 123,589 | $5.99M | 0.13% | −26,795−17.8% | Reduced |
| Mar Vista Investment Partners LLC | 125,473 | $6.08M | 0.28% | +16,902+15.6% | Added |
| Oxbow Advisors, LLC | 126,696 | $6.14M | 0.93% | +91,565+260.6% | Added |
| Putnam Investments LLC | 128,580 | $6.23M | 0.01% | +370.0% | Added |
| Blair William & Co | 130,578 | $6.33M | 0.02% | −8,443−6.1% | Reduced |
| Silvercrest Asset Management Group LLC | 131,461 | $6.37M | 0.05% | +3,365+2.6% | Added |
| NorthCrest Asset Manangement, LLC | 131,846 | $6.39M | 0.24% | −3,272−2.4% | Reduced |
| Alpha Cubed Investments, LLC | 132,718 | $6.43M | 0.36% | −47,636−26.4% | Reduced |
| Destination Wealth Management | 133,538 | $6.47M | 0.22% | −13,577−9.2% | Reduced |
| Sanders Capital, LLC | 136,080 | $6.60M | 0.01% | −1,300−0.9% | Reduced |
| Duality Advisers, LP | 136,714 | $6.63M | 0.70% | +136,714 | New |
| Lowe Brockenbrough & Co Inc | 137,529 | $6.67M | 0.52% | −56,403−29.1% | Reduced |
| Brinker Capital Investments, LLC | 136,043 | $6.70M | 0.08% | −30,820−18.5% | Reduced |
| Orion Portfolio Solutions, LLC | 136,043 | $6.70M | 0.08% | −30,820−18.5% | Reduced |
| Clearbridge Investments, LLC | 144,271 | $6.99M | 0.01% | +6,663+4.8% | Added |
| ProVise Management Group, LLC | 144,539 | $7.01M | 0.59% | +13,045+9.9% | Added |
| Mercer Global Advisors Inc | 145,806 | $7.07M | 0.02% | −20,262−12.2% | Reduced |
| Sequoia Financial Advisors, LLC | 146,884 | $7.12M | 0.09% | +447+0.3% | Added |
| Systematic Alpha Investments, LLC | 147,881 | $7.17M | 0.32% | 00.0% | Unchanged |
| Advocate Group LLC | 149,061 | $7.23M | 1.55% | −12,394−7.7% | Reduced |
| Guardian Capital LP | 150,396 | $7.29M | 0.26% | −2,370−1.6% | Reduced |
| Martin Capital Partners, LLC | 153,690 | $7.45M | 3.04% | −9,865−6.0% | Reduced |
| Philadelphia Trust Co | 155,360 | $7.53M | 0.71% | −2,320−1.5% | Reduced |
| Becker Capital Management Inc | 157,007 | $7.61M | 0.27% | −215,764−57.9% | Reduced |
| Beacon Pointe Advisors, LLC | 159,237 | $7.72M | 0.09% | −143,252−47.4% | Reduced |
| CWM, LLC | 159,310 | $7.72M | 0.04% | −14,474−8.3% | Reduced |
| Sound Income Strategies, LLC | 159,515 | $7.73M | 0.64% | +11,700+7.9% | Added |
| Baird Financial Group, Inc. | 160,947 | $7.80M | 0.02% | −25,117−13.5% | Reduced |
| Alerus Financial NA | 161,200 | $7.81M | 0.64% | +9,869+6.5% | Added |
| Gabelli Funds LLC | 163,745 | $7.94M | 0.06% | −3,547−2.1% | Reduced |
| Susquehanna International Group, LLP | 164,598 | $7.98M | 0.01% | −19,932−10.8% | Reduced |
| Jennison Associates LLC | 165,791 | $8.04M | 0.01% | +165,791 | New |
| Matthew Goff Investment Advisor, LLC | 166,763 | $8.08M | 1.79% | −500−0.3% | Reduced |
| American Assets Investment Management, LLC | 170,000 | $8.24M | 0.85% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 171,149 | $8.30M | 0.05% | −6,378−3.6% | Reduced |
| Nicholas Company, Inc. | 173,600 | $8.42M | 0.15% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 174,088 | $8.44M | 0.05% | +174,088 | New |
| Rockland Trust Co | 174,234 | $8.45M | 0.46% | +19,861+12.9% | Added |
| Cary Street Partner Investment Advisory LLC | 174,887 | $8.48M | 0.40% | −2,728−1.5% | Reduced |
| Citadel Advisors LLC | 176,847 | $8.57M | 0.01% | +176,847 | New |
| Envestnet Portfolio Solutions, Inc. | 179,569 | $8.71M | 0.04% | −21,504−10.7% | Reduced |
| Clean Yield Group | 179,667 | $8.71M | 3.67% | +2,970+1.7% | Added |
| Sustainable Growth Advisers, LP | 181,463 | $8.80M | 0.04% | +52,805+41.0% | Added |
| Easterly Investment Partners LLC | 182,155 | $8.83M | 0.95% | +167,971+1,184.2% | Added |
| First Personal Financial Services | 182,752 | $8.86M | 2.16% | −12,556−6.4% | Reduced |
| Cresset Asset Management, LLC | 187,111 | $9.07M | 0.06% | −20,760−10.0% | Reduced |
| TownSquare Capital, LLC | 188,744 | $9.15M | 0.16% | −11,404−5.7% | Reduced |
| Franklin Resources Inc | 189,389 | $9.18M | 0.00% | −55,233−22.6% | Reduced |
| XML Financial, LLC | 190,288 | $9.23M | 0.97% | −2,356−1.2% | Reduced |
| Managed Asset Portfolios, LLC | 197,429 | $9.57M | 1.45% | −110.0% | Reduced |
| Templeton & Phillips Capital Management, LLC | 203,383 | $9.86M | 10.05% | −7,415−3.5% | Reduced |
| GFS Advisors, LLC | 209,138 | $10.1M | 1.48% | +953+0.5% | Added |
| Crossmark Global Holdings, Inc. | 214,092 | $10.4M | 0.22% | +7,344+3.6% | Added |
| Wallace Capital Management Inc. | 217,293 | $10.5M | 1.57% | −2,571−1.2% | Reduced |
| Russell Investments Group, Ltd. | 231,683 | $11.2M | 0.02% | +91,836+65.7% | Added |
| Aquatic Capital Management LLC | 231,700 | $11.2M | 0.29% | +231,700 | New |
| Old Mission Capital LLC | 235,349 | $11.4M | 0.32% | +107,139+83.6% | Added |
| Creative Planning | 235,409 | $11.4M | 0.02% | −27,588−10.5% | Reduced |
| Richard C. Young & CO., LTD. | 235,523 | $11.4M | 1.53% | +600+0.3% | Added |