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 |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 2,516 | $122.0K | 0.11% | +2,516 | New |
| Eagle Bay Advisors LLC | 2,529 | $122.6K | 0.08% | +470+22.8% | Added |
| Tyler-Stone Wealth Management | 2,548 | $123.5K | 0.06% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,718 | $131.8K | 0.06% | +2+0.1% | Added |
| Montag A & Associates Inc | 2,758 | $133.7K | 0.01% | +41+1.5% | Added |
| Glen Eagle Advisors, LLC | 2,787 | $135.1K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,817 | $136.6K | 0.00% | +562+24.9% | Added |
| Heritage Wealth Advisors | 2,935 | $142.3K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 2,960 | $143.5K | 0.06% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,101 | $150.3K | 0.01% | +9+0.3% | Added |
| Mondrian Investment Partners LTD | 3,136 | $152.0K | 0.00% | −462−12.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,213 | $155.8K | 0.00% | +3,213 | New |
| Independence Bank of Kentucky | 3,285 | $159.3K | 0.06% | −75−2.2% | Reduced |
| Washington Trust Co | 3,400 | $164.8K | 0.01% | −202−5.6% | Reduced |
| Hexagon Capital Partners LLC | 3,409 | $165.3K | 0.04% | +117+3.6% | Added |
| Capital Analysts, LLC | 3,444 | $167.0K | 0.01% | −21−0.6% | Reduced |
| Walleye Trading LLC | 3,582 | $173.7K | 0.00% | +3,582 | New |
| BNP Paribas Arbitrage, SA | 3,663 | $177.6K | 0.00% | +71+2.0% | Added |
| Harbour Investments, Inc. | 3,691 | $178.9K | 0.01% | +1,485+67.3% | Added |
| FinTrust Capital Advisors, LLC | 3,708 | $179.8K | 0.04% | +232+6.7% | Added |
| Avalon Trust Co | 3,750 | $181.8K | 0.02% | −700−15.7% | Reduced |
| First Horizon Advisors, Inc. | 3,755 | $182.0K | 0.01% | −719−16.1% | Reduced |
| Rosenberg Matthew Hamilton | 3,794 | $183.9K | 0.06% | −353−8.5% | Reduced |
| Credit Agricole S A | 4,000 | $193.9K | 0.00% | −1,000−20.0% | Reduced |
| Toronto Dominion Bank | 4,015 | $194.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4,111 | $199.3K | 0.11% | +11+0.3% | Added |
| Kovack Advisors, Inc. | 4,137 | $200.6K | 0.02% | +65+1.6% | Added |
| Broadwater Capital Management LLC | 4,150 | $201.2K | 0.16% | +4,150 | New |
| Nilsine Partners, LLC | 4,156 | $201.5K | 0.03% | −567−12.0% | Reduced |
| Baker Chad R | 4,160 | $201.7K | 0.05% | +4,160 | New |
| Sepio Capital, LP | 4,180 | $202.6K | 0.02% | −107−2.5% | Reduced |
| S.A. Mason LLC | 4,183 | $202.8K | 0.14% | −310−6.9% | Reduced |
| 9258 Wealth Management, LLC | 4,215 | $204.3K | 0.04% | −392−8.5% | Reduced |
| Loomis Sayles & Co L P | 4,256 | $206.0K | 0.00% | −717−14.4% | Reduced |
| Forum Financial Management, LP | 4,258 | $206.4K | 0.00% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 4,297 | $208.3K | 0.05% | +4,297 | New |
| Integrated Advisors Network LLC | 4,320 | $209.4K | 0.01% | −44−1.0% | Reduced |
| Washington Trust Advisors, Inc. | 4,341 | $210.5K | 0.02% | 00.0% | Unchanged |
| Farmers National Bank | 4,347 | $210.7K | 0.07% | −1,982−31.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,347 | $210.7K | 0.02% | +42+1.0% | Added |
| WoodTrust Financial Corp | 4,356 | $211.0K | 0.04% | −1,544−26.2% | Reduced |
| Fort Sheridan Advisors LLC | 4,355 | $211.1K | 0.04% | −44−1.0% | Reduced |
| Essex Savings Bank | 4,369 | $211.8K | 0.06% | +4,369 | New |
| Kuhn & Co Investment Counsel | 4,388 | $212.7K | 0.22% | +4,388 | New |
| Mainstay Capital Management LLC | 4,390 | $212.8K | 0.04% | −19,504−81.6% | Reduced |
| Alhambra Investment Partners LLC | 4,400 | $213.3K | 0.13% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 4,415 | $214.0K | 0.11% | +4,415 | New |
| Hyman Charles D | 4,465 | $216.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 4,470 | $216.7K | 0.22% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 4,473 | $216.9K | 0.00% | +4,473 | New |
| Carr Financial Group Corp | 4,491 | $217.7K | 0.08% | +20.0% | Added |
| Newman Dignan & Sheerar, Inc. | 4,500 | $218.2K | 0.07% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,500 | $218.2K | 0.03% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,520 | $219.1K | 0.05% | −50−1.1% | Reduced |
| Empire Financial Management Company, LLC | 4,546 | $220.4K | 0.09% | −89−1.9% | Reduced |
| HBK Sorce Advisory LLC | 4,557 | $220.9K | 0.01% | −620−12.0% | Reduced |
| Renasant Bank | 4,561 | $221.1K | 0.18% | −176−3.7% | Reduced |
| MONECO Advisors, LLC | 4,595 | $222.8K | 0.04% | +4,595 | New |
| AdvisorNet Financial, Inc | 4,596 | $222.8K | 0.02% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 4,612 | $223.6K | 0.05% | −500−9.8% | Reduced |
| Aurora Private Wealth, Inc. | 4,618 | $224.0K | 0.21% | −137−2.9% | Reduced |
| DGS Capital Management, LLC | 4,629 | $224.4K | 0.09% | −1,829−28.3% | Reduced |
| Callan Capital, LLC | 4,643 | $225.1K | 0.02% | +4,643 | New |
| Diversified Trust Co | 4,668 | $226.3K | 0.01% | −15,128−76.4% | Reduced |
| SPC Financial, Inc. | 4,675 | $226.6K | 0.02% | −218−4.5% | Reduced |
| Stokes Family Office, LLC | 4,700 | $227.9K | 0.03% | −6,666−58.6% | Reduced |
| Chicago Trust Co NA | 4,702 | $228.0K | 0.05% | −400−7.8% | Reduced |
| Connecticut Wealth Management, LLC | 4,723 | $229.0K | 0.01% | +4,723 | New |
| Regal Investment Advisors LLC | 4,727 | $229.2K | 0.02% | −124−2.6% | Reduced |
| IFP Advisors, Inc | 4,789 | $232.2K | 0.01% | −695−12.7% | Reduced |
| Smart Money Group LLC | 4,801 | $232.8K | 0.10% | +4,801 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,800 | $233.0K | 0.03% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 4,807 | $233.0K | 0.13% | −1,711−26.3% | Reduced |
| Credit Suisse AG | 4,807 | $233.0K | 0.00% | +722+17.7% | Added |
| Fulcrum Capital LLC | 4,825 | $233.9K | 0.06% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 4,845 | $234.9K | 0.04% | +479+11.0% | Added |
| Augustine Asset Management Inc | 4,860 | $235.6K | 0.10% | −619−11.3% | Reduced |
| Eudaimonia Partners, LLC | 4,863 | $235.8K | 0.06% | −5,278−52.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,867 | $236.0K | 0.14% | −111−2.2% | Reduced |
| Catalytic Wealth RIA, LLC | 4,867 | $236.0K | 0.11% | +4,867 | New |
| GeoWealth Management, LLC | 4,866 | $236.0K | 0.02% | +4,765+4,717.8% | Added |
| Embree Financial Group | 4,869 | $236.1K | 0.05% | +4,869 | New |
| IFG Advisory, LLC | 4,880 | $236.6K | 0.02% | +410+9.2% | Added |
| Marble Harbor Investment Counsel, LLC | 4,900 | $237.6K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,900 | $237.6K | 0.18% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,907 | $238.0K | 0.02% | +2,532+106.6% | Added |
| Klingenstein Fields & Co LP | 4,925 | $238.8K | 0.01% | +200+4.2% | Added |
| Optas, LLC | 4,951 | $240.0K | 0.07% | +43+0.9% | Added |
| Lummis Asset Management, LP | 5,000 | $242.4K | 0.19% | +5,000 | New |
| Boston Family Office LLC | 5,040 | $244.0K | 0.02% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 5,049 | $244.8K | 0.11% | −6−0.1% | Reduced |
| Verity & Verity, LLC | 5,066 | $245.6K | 0.03% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,068 | $246.0K | 0.02% | +8+0.2% | Added |
| FourThought Financial Partners, LLC | 5,078 | $246.2K | 0.03% | −183−3.5% | Reduced |
| Centaurus Financial, Inc. | 5,090 | $247.0K | 0.02% | −131−2.5% | Reduced |
| Foundations Investment Advisors, LLC | 5,003 | $247.7K | 0.01% | −66,184−93.0% | Reduced |
| Wrapmanager Inc | 5,116 | $248.0K | 0.07% | −3,550−41.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,125 | $248.5K | 0.12% | −250−4.7% | Reduced |
| Northwest Capital Management Inc | 5,146 | $249.5K | 0.08% | −2,100−29.0% | Reduced |
| Borer Denton & Associates, Inc. | 5,155 | $249.9K | 0.10% | 00.0% | Unchanged |