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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 5,166 | $250.5K | 0.02% | −9,688−65.2% | Reduced |
| Nichols & Pratt Advisers LLP | 5,175 | $250.9K | 0.02% | −4,410−46.0% | Reduced |
| Summit Trail Advisors, LLC | 5,217 | $252.9K | 0.01% | +718+16.0% | Added |
| BKD Wealth Advisors, LLC | 5,273 | $255.6K | 0.01% | +22+0.4% | Added |
| Steinberg Asset Management LLC | 5,275 | $255.7K | 0.23% | +5,275 | New |
| Geneos Wealth Management Inc. | 5,287 | $256.3K | 0.01% | −966−15.4% | Reduced |
| Human Investing LLC | 5,287 | $256.3K | 0.06% | −1,928−26.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,293 | $256.6K | 0.04% | −1,124−17.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,345 | $259.1K | 0.02% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 5,350 | $259.4K | 0.25% | +5,350 | New |
| Phoenix Holdings Ltd. | 5,410 | $262.1K | 0.00% | +5,410 | New |
| Legacy Private Trust Co. | 5,423 | $262.9K | 0.02% | −95−1.7% | Reduced |
| Symphony Financial, Ltd. Co. | 5,481 | $264.2K | 0.06% | +710+14.9% | Added |
| Campbell & CO Investment Adviser LLC | 5,470 | $265.2K | 0.02% | +5,470 | New |
| Sabal Trust CO | 5,477 | $265.5K | 0.02% | −1,477−21.2% | Reduced |
| Mission Wealth Management, LP | 5,511 | $267.2K | 0.01% | +620+12.7% | Added |
| Advisory Research Inc | 5,511 | $267.2K | 0.04% | −462−7.7% | Reduced |
| Abel Hall, LLC | 5,525 | $267.9K | 0.23% | +5,525 | New |
| Lion Street Advisors, LLC | 5,547 | $268.9K | 0.11% | −760−12.1% | Reduced |
| Traphagen Investment Advisors LLC | 5,572 | $270.1K | 0.03% | +14+0.3% | Added |
| V-Square Quantitative Management LLC | 5,574 | $270.2K | 0.06% | +5,574 | New |
| Atlas Brown,Inc. | 5,634 | $273.1K | 0.11% | +26+0.5% | Added |
| Eqis Capital Management, Inc. | 5,641 | $273.5K | 0.02% | −201−3.4% | Reduced |
| USA Financial Portformulas Corp | 5,703 | $276.5K | 0.05% | +5,673+18,910.0% | Added |
| Mill Creek Capital Advisors, LLC | 5,786 | $280.5K | 0.01% | −372−6.0% | Reduced |
| Cullen Investment Group, Ltd. | 5,801 | $281.2K | 0.05% | +5,801 | New |
| Roberts Glore & Co Inc | 5,941 | $288.0K | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,954 | $288.6K | 0.00% | +5,549+1,370.1% | Added |
| Parkside Financial Bank & Trust | 5,964 | $289.1K | 0.05% | +418+7.5% | Added |
| CVA Family Office, LLC | 5,968 | $289.3K | 0.06% | −79−1.3% | Reduced |
| Probity Advisors, Inc. | 5,973 | $289.6K | 0.06% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,990 | $290.4K | 0.02% | +78+1.3% | Added |
| Phocas Financial Corp. | 6,000 | $290.9K | 0.04% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 6,015 | $291.6K | 0.03% | −40−0.7% | Reduced |
| Addison Advisors LLC | 6,026 | $292.1K | 0.11% | +81+1.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 6,105 | $296.0K | 0.34% | +6,105 | New |
| Transcend Wealth Collective, LLC | 6,112 | $296.3K | 0.03% | −3,064−33.4% | Reduced |
| DRW Securities, LLC | 6,123 | $296.8K | 0.01% | +1,350+28.3% | Added |
| Pine Haven Investment Counsel, Inc | 6,133 | $297.3K | 0.28% | +216+3.7% | Added |
| Stratos Wealth Advisors, LLC | 6,135 | $297.4K | 0.02% | −406−6.2% | Reduced |
| Balanced Rock Investment Advisor | 6,152 | $298.2K | 0.26% | +6,152 | New |
| Hemenway Trust Co LLC | 6,163 | $298.8K | 0.03% | −18,377−74.9% | Reduced |
| SageView Advisory Group, LLC | 6,102 | $299.3K | 0.01% | +999+19.6% | Added |
| Fiduciary Group LLC | 6,181 | $299.7K | 0.04% | −3,871−38.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,187 | $299.9K | 0.12% | +80+1.3% | Added |
| Birch Hill Investment Advisors LLC | 6,200 | $300.6K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,206 | $300.9K | 0.03% | −724−10.4% | Reduced |
| Chase Investment Counsel Corp | 6,246 | $302.0K | 0.13% | −495−7.3% | Reduced |
| Hummer Financial Advisory Services Inc | 6,250 | $303.0K | 0.28% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 6,280 | $304.0K | 0.00% | +1,850+41.8% | Added |
| Moody National Bank Trust Division | 6,275 | $304.2K | 0.02% | +486+8.4% | Added |
| Edge Capital Group, LLC | 6,276 | $304.2K | 0.02% | −4,927−44.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,285 | $304.7K | 0.01% | +145+2.4% | Added |
| Farmers & Merchants Investments Inc | 6,291 | $305.0K | 0.01% | −300−4.6% | Reduced |
| Value Partners Investments Inc. | 6,301 | $306.0K | 0.02% | +506+8.7% | Added |
| FSB Premier Wealth Management, Inc. | 6,324 | $306.6K | 0.15% | +1,546+32.4% | Added |
| Breakwater Capital Group | 6,565 | $308.5K | 0.09% | +392+6.4% | Added |
| Platform Technology Partners | 6,111 | $309.2K | 0.12% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 6,382 | $309.4K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,415 | $311.0K | 0.09% | +20.0% | Added |
| Lincoln Capital LLC | 6,434 | $311.9K | 0.08% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,426 | $312.0K | 0.21% | +10.0% | Added |
| Aaron Wealth Advisors | 6,467 | $313.5K | 0.05% | +1,012+18.6% | Added |
| O'Brien Greene & Co. Inc | 6,479 | $314.1K | 0.11% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,490 | $314.6K | 0.06% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 6,522 | $316.2K | 0.02% | +542+9.1% | Added |
| Aries Wealth Management | 6,529 | $316.5K | 0.11% | +150+2.4% | Added |
| Independent Advisor Alliance | 6,533 | $316.7K | 0.01% | +33+0.5% | Added |
| Beese Fulmer Investment Management, Inc. | 6,536 | $316.9K | 0.03% | −500−7.1% | Reduced |
| Claro Advisors LLC | 6,565 | $318.3K | 0.07% | −185−2.7% | Reduced |
| Cetera Trust Company, N.A | 6,570 | $318.5K | 0.20% | +6,570 | New |
| BSW Wealth Partners | 6,593 | $319.6K | 0.06% | +6,593 | New |
| Atlantic Union Bankshares Corp | 6,619 | $320.9K | 0.03% | −595−8.2% | Reduced |
| Delta Financial Advisors LLC | 6,628 | $321.3K | 0.14% | −996−13.1% | Reduced |
| KC Investment Advisors, LLC | 6,638 | $321.8K | 0.19% | +775+13.2% | Added |
| Equitable Holdings, Inc. | 6,664 | $323.1K | 0.00% | −530−7.4% | Reduced |
| Smithfield Trust Co | 6,664 | $324.0K | 0.02% | −738−10.0% | Reduced |
| GAMMA Investing LLC | 6,665 | $324.5K | 0.09% | +6,665 | New |
| AMG National Trust Bank | 6,701 | $324.9K | 0.01% | −42,281−86.3% | Reduced |
| Empower Advisory Group, LLC | 6,714 | $325.5K | 0.00% | +178+2.7% | Added |
| Icon Wealth Advisors, LLC | 6,727 | $326.1K | 0.03% | +6,727 | New |
| Gallacher Capital Management LLC | 6,749 | $327.2K | 0.18% | +525+8.4% | Added |
| Crescent Grove Advisors, LLC | 6,778 | $328.6K | 0.04% | −1,728−20.3% | Reduced |
| Merit Financial Group, LLC | 6,797 | $329.5K | 0.01% | +1,551+29.6% | Added |
| Rehmann Capital Advisory Group | 6,810 | $330.2K | 0.03% | −708−9.4% | Reduced |
| Ronald Blue Trust, Inc. | 6,698 | $331.0K | 0.01% | −285−4.1% | Reduced |
| Aspen Grove Capital, LLC | 6,795 | $331.1K | 0.10% | +950+16.3% | Added |
| Woodmont Investment Counsel LLC | 6,901 | $334.6K | 0.03% | −543−7.3% | Reduced |
| Lincoln National Corp | 6,916 | $335.3K | 0.01% | +605+9.6% | Added |
| King Luther Capital Management Corp | 6,935 | $336.2K | 0.00% | −1,760−20.2% | Reduced |
| Port Capital LLC | 7,000 | $339.0K | 0.02% | 00.0% | Unchanged |
| Fca Corp | 7,000 | $339.4K | 0.12% | 00.0% | Unchanged |
| Brighton Jones LLC | 7,023 | $340.5K | 0.01% | +183+2.7% | Added |
| Level Four Advisory Services, LLC | 7,115 | $344.9K | 0.02% | −2,026−22.2% | Reduced |
| AlphaQ Advisors LLC | 7,122 | $345.3K | 0.24% | +690+10.7% | Added |
| FRG Family Wealth Advisors LLC | 7,125 | $345.4K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,158 | $347.0K | 0.01% | −12,774−64.1% | Reduced |
| Lindbrook Capital, LLC | 7,161 | $347.2K | 0.03% | +1,336+22.9% | Added |
| Ieq Capital, LLC | 7,169 | $347.5K | 0.01% | −3,664−33.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,176 | $347.9K | 0.11% | 00.0% | Unchanged |