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.
| 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, 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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 351 | $17.0K | 0.00% | +351 | New |
| Salomon & Ludwin, LLC | 348 | $17.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 358 | $17.4K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 364 | $17.6K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 365 | $17.7K | 0.01% | +365 | New |
| Pinnacle Bancorp, Inc. | 370 | $17.9K | 0.01% | +55+17.5% | Added |
| Asset Dedication, LLC | 367 | $18.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 400 | $19.4K | 0.00% | −4,258−91.4% | Reduced |
| Barrett & Company, Inc. | 400 | $19.4K | 0.01% | −206−34.0% | Reduced |
| Webster Bank, N. A. | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 400 | $19.4K | 0.01% | 00.0% | Unchanged |
| Trust Co | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 400 | $19.4K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 400 | $19.4K | 0.00% | +400 | New |
| Maryland Capital Advisors Inc. | 411 | $19.9K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 422 | $20.5K | 0.00% | +2+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 449 | $21.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 436 | $21.1K | 0.00% | +308+240.6% | Added |
| RFP Financial Group LLC | 443 | $21.5K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 469 | $22.7K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 480 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 477 | $23.1K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 498 | $24.1K | 0.01% | −54−9.8% | Reduced |
| JNBA Financial Advisors | 507 | $24.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 517 | $25.0K | 0.01% | +37+7.7% | Added |
| Focused Wealth Management, Inc | 519 | $25.1K | 0.00% | +4+0.8% | Added |
| JJJ Advisors Inc. | 524 | $25.4K | 0.01% | −56−9.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 534 | $25.9K | 0.01% | −269−33.5% | Reduced |
| Centerpoint Advisors, LLC | 532 | $26.0K | 0.01% | −2−0.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 543 | $26.3K | 0.01% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 550 | $26.7K | 0.03% | +550 | New |
| Aspire Private Capital, LLC | 559 | $27.1K | 0.01% | −673−54.6% | Reduced |
| Financial Avengers, Inc. | 581 | $28.2K | 0.02% | +4+0.7% | Added |
| Greenwood Gearhart Inc | 595 | $28.8K | 0.00% | +595 | New |
| Godsey & Gibb Associates | 600 | $29.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 601 | $29.1K | 0.00% | +4+0.7% | Added |
| SRS Capital Advisors, Inc. | 603 | $29.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 618 | $30.0K | 0.00% | −12−1.9% | Reduced |
| Country Trust Bank | 626 | $30.3K | 0.00% | +63+11.2% | Added |
| Financial Perspectives, Inc | 634 | $30.7K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 636 | $30.8K | 0.00% | −560−46.8% | Reduced |
| Voisard Asset Management Group, Inc. | 642 | $31.1K | 0.02% | +642 | New |
| Baldwin Brothers Inc | 650 | $31.5K | 0.00% | −4,208−86.6% | Reduced |
| Evolution Advisers, Inc. | 700 | $34.0K | 0.02% | +700 | New |
| Bogart Wealth, LLC | 709 | $34.4K | 0.00% | −147−17.2% | Reduced |
| Atticus Wealth Management, LLC | 719 | $34.9K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 740 | $35.9K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 809 | $39.2K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 813 | $39.4K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 825 | $40.0K | 0.02% | +825 | New |
| Laurel Wealth Advisors LLC | 884 | $42.9K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 900 | $43.6K | 0.02% | +900 | New |
| Global Financial Private Client, LLC | 906 | $43.9K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 912 | $44.2K | 0.00% | −7−0.8% | Reduced |
| Baystate Wealth Management LLC | 948 | $46.0K | 0.00% | +218+29.9% | Added |
| Prestige Wealth Management Group LLC | 950 | $46.1K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 973 | $47.0K | 0.00% | −140−12.6% | Reduced |
| Missouri Trust & Investment Co | 1,000 | $48.5K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,000 | $48.5K | 0.00% | +1,000 | New |
| Transamerica Financial Advisors, Inc. | 1,047 | $51.0K | 0.01% | +785+299.6% | Added |
| Boyd Watterson Asset Management LLC | 1,052 | $51.0K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,055 | $51.1K | 0.04% | +1,055 | New |
| Investors Research Corp | 1,088 | $52.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,123 | $54.4K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,139 | $55.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,196 | $58.0K | 0.01% | −59−4.7% | Reduced |
| Blume Capital Management, Inc. | 1,200 | $58.2K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,218 | $59.0K | 0.00% | +666+120.7% | Added |
| CNB Bank | 1,229 | $59.6K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,279 | $62.0K | 0.04% | −7−0.5% | Reduced |
| Carolinas Wealth Consulting LLC | 29,898 | $65.7K | 0.01% | −530−1.7% | Reduced |
| Colonial Trust Advisors | 1,372 | $66.5K | 0.01% | −3,735−73.1% | Reduced |
| TFC Financial Management | 1,389 | $67.4K | 0.01% | −1,203−46.4% | Reduced |
| Pingora Partners LLC | 1,392 | $67.5K | 0.06% | +1,392 | New |
| Concord Wealth Partners | 1,400 | $67.9K | 0.01% | −963−40.8% | Reduced |
| Rothschild Investment LLC | 1,426 | $69.1K | 0.01% | +1,426 | New |
| LGT Financial Advisors LLC | 1,450 | $70.3K | 0.09% | −24−1.6% | Reduced |
| TCTC Holdings, LLC | 1,481 | $71.8K | 0.00% | +466+45.9% | Added |
| Evermay Wealth Management LLC | 1,485 | $72.0K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1,500 | $72.7K | 0.01% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 1,500 | $72.7K | 0.05% | +1,500 | New |
| Old Point Trust & Financial Services N A | 1,608 | $78.0K | 0.03% | +1,608 | New |
| Atlas Capital Advisors LLC | 1,627 | $78.9K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 1,650 | $80.0K | 0.03% | −1,090−39.8% | Reduced |
| Chilton Capital Management LLC | 1,660 | $80.5K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,689 | $81.9K | 0.01% | −22−1.3% | Reduced |
| Cape Investment Advisory, Inc. | 1,730 | $83.9K | 0.04% | −92−5.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,774 | $86.0K | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 1,787 | $86.6K | 0.00% | +55+3.2% | Added |
| Thompson Investment Management, Inc. | 1,928 | $93.5K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,000 | $97.0K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,034 | $98.6K | 0.01% | −106−5.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,200 | $106.7K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,280 | $111.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,313 | $112.1K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,351 | $114.0K | 0.03% | −878−27.2% | Reduced |
| Global Trust Asset Management, LLC | 2,362 | $114.5K | 0.05% | −27−1.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,425 | $117.6K | 0.05% | +2,425 | New |
| Creative Financial Designs Inc | 2,514 | $121.9K | 0.01% | −19−0.8% | Reduced |