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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 7,209 | $349.5K | 0.09% | −34−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 7,231 | $350.6K | 0.01% | +842+13.2% | Added |
| Frisch Financial Group, Inc. | 7,288 | $353.0K | 0.13% | +57+0.8% | Added |
| Somerville Kurt F | 7,292 | $353.5K | 0.07% | −5,070−41.0% | Reduced |
| Savant Capital, LLC | 7,297 | $353.8K | 0.00% | −933−11.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,409 | $359.2K | 0.02% | −1,253−14.5% | Reduced |
| Lido Advisors, LLC | 7,412 | $359.3K | 0.00% | −478−6.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,451 | $361.2K | 0.10% | −1,550−17.2% | Reduced |
| Reuter James Wealth Management, LLC | 7,455 | $361.4K | 0.25% | −5,722−43.4% | Reduced |
| Searle & Co. | 7,500 | $363.6K | 0.10% | +500+7.1% | Added |
| Abbrea Capital, LLC | 7,515 | $364.0K | 0.05% | −500−6.2% | Reduced |
| Drive Wealth Management, LLC | 7,599 | $368.4K | 0.12% | −2,294−23.2% | Reduced |
| Graypoint LLC | 7,625 | $369.7K | 0.03% | −560−6.8% | Reduced |
| Riverwater Partners LLC | 7,625 | $369.7K | 0.29% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 7,627 | $369.8K | 0.01% | −63−0.8% | Reduced |
| PDS Planning, Inc | 7,639 | $370.3K | 0.04% | −1,222−13.8% | Reduced |
| South State Corp. | 7,648 | $370.8K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 7,660 | $371.4K | 0.09% | −7,660−50.0% | Reduced |
| PFG Investments, LLC | 7,728 | $374.7K | 0.07% | +174+2.3% | Added |
| Freestone Capital Holdings, LLC | 7,808 | $378.5K | 0.02% | −369−4.5% | Reduced |
| Cohen Investment Advisors LLC | 7,816 | $378.9K | 0.28% | −577−6.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,906 | $383.3K | 0.01% | +7,906 | New |
| Atom Investors LP | 7,963 | $386.0K | 0.07% | +7,963 | New |
| Sivia Capital Partners, LLC | 7,989 | $387.3K | 0.30% | +7,989 | New |
| Perigon Wealth Management, LLC | 7,992 | $387.4K | 0.01% | −817−9.3% | Reduced |
| Cladis Investment Advisory, LLC | 8,000 | $387.8K | 0.30% | +2,787+53.5% | Added |
| Phillips Wealth Planners LLC | 8,367 | $394.8K | 0.48% | −7,045−45.7% | Reduced |
| WealthTrust Axiom LLC | 8,153 | $395.3K | 0.13% | +453+5.9% | Added |
| Caldwell Trust Co | 8,185 | $396.8K | 0.05% | −812−9.0% | Reduced |
| Hunter Associates Investment Management LLC | 8,250 | $399.0K | 0.07% | 00.0% | Unchanged |
| Syon Capital LLC | 8,242 | $399.6K | 0.04% | −18,652−69.4% | Reduced |
| Covenant Partners, LLC | 8,313 | $403.0K | 0.13% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 8,345 | $404.6K | 0.00% | +518+6.6% | Added |
| Keudell/Morrison Wealth Management | 8,346 | $404.6K | 0.13% | −1,757−17.4% | Reduced |
| Marcum Wealth, LLC | 8,404 | $407.4K | 0.04% | −5,108−37.8% | Reduced |
| Sage Rhino Capital LLC | 8,404 | $407.4K | 0.10% | −662−7.3% | Reduced |
| Chicago Capital, LLC | 8,434 | $408.9K | 0.01% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 8,475 | $410.9K | 0.30% | −4,940−36.8% | Reduced |
| Country Club Bank | 8,490 | $411.6K | 0.03% | +955+12.7% | Added |
| Greenleaf Trust | 8,508 | $412.5K | 0.00% | −14,696−63.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,519 | $413.0K | 0.05% | −200−2.3% | Reduced |
| Tranquilli Financial Advisor LLC | 8,556 | $414.8K | 0.29% | −557−6.1% | Reduced |
| Atomi Financial Group, Inc. | 8,653 | $419.5K | 0.06% | +8,653 | New |
| Canandaigua National Bank & Trust Co | 8,683 | $421.0K | 0.07% | −711−7.6% | Reduced |
| Axq Capital, LP | 8,700 | $421.8K | 0.11% | +8,700 | New |
| Continuum Advisory, LLC | 8,770 | $425.2K | 0.06% | −3,146−26.4% | Reduced |
| Fiduciary Family Office, LLC | 8,779 | $425.7K | 0.19% | +8,779 | New |
| New Century Financial Group, LLC | 8,788 | $426.0K | 0.37% | +8,788 | New |
| Williams Jones Wealth Management, LLC. | 8,829 | $428.0K | 0.01% | −471−5.1% | Reduced |
| Spinnaker Trust | 8,835 | $428.3K | 0.03% | 00.0% | Unchanged |
| RS Crum Inc. | 8,871 | $430.1K | 0.13% | +10.0% | Added |
| Capital Investment Counsel, Inc | 8,887 | $430.8K | 0.08% | 00.0% | Unchanged |
| Allen Investment Management LLC | 8,975 | $435.1K | 0.01% | +351+4.1% | Added |
| Malaga Cove Capital, LLC | 8,998 | $436.2K | 0.18% | +541+6.4% | Added |
| Range Financial Group LLC | 9,037 | $438.1K | 0.26% | −1,463−13.9% | Reduced |
| FirstPurpose Wealth LLC | 9,057 | $439.1K | 0.17% | −671−6.9% | Reduced |
| Engineers Gate Manager LP | 9,091 | $440.7K | 0.01% | +405+4.7% | Added |
| West Family Investments, Inc. | 9,116 | $441.9K | 0.15% | +814+9.8% | Added |
| Strategic Wealth Partners, Ltd. | 9,165 | $444.3K | 0.05% | −30,311−76.8% | Reduced |
| Cookson Peirce & Co Inc | 9,184 | $445.0K | 0.03% | −9,505−50.9% | Reduced |
| Bessemer Group Inc | 9,187 | $445.0K | 0.00% | +2,000+27.8% | Added |
| Legacy Capital Group California, Inc. | 9,190 | $445.5K | 0.17% | −1,992−17.8% | Reduced |
| Twelve Points Wealth Management LLC | 9,208 | $446.4K | 0.21% | −513−5.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,240 | $448.0K | 0.02% | +9,240 | New |
| Raelipskie Partnership | 9,245 | $448.2K | 0.27% | +9,245 | New |
| Bond & Devick Financial Network, Inc. | 9,296 | $450.7K | 0.26% | +16+0.2% | Added |
| Mather Group, LLC. | 9,374 | $454.4K | 0.01% | −40.0% | Reduced |
| Parsons Capital Management Inc | 9,374 | $454.5K | 0.03% | −6,688−41.6% | Reduced |
| Hartford Funds Management Co LLC | 9,375 | $454.5K | 0.04% | +2,282+32.2% | Added |
| Boston Trust Walden Corp | 9,379 | $454.7K | 0.00% | −126−1.3% | Reduced |
| Retirement Guys Formula LLC | 9,488 | $460.0K | 0.25% | +22+0.2% | Added |
| Private Trust Co NA | 9,501 | $460.6K | 0.05% | −2,518−21.0% | Reduced |
| Mengis Capital Management, Inc. | 9,562 | $463.6K | 0.09% | +3,245+51.4% | Added |
| BKM Wealth Management, LLC | 9,591 | $465.0K | 0.20% | +9,591 | New |
| Intrua Financial, LLC | 9,594 | $465.1K | 0.07% | −582−5.7% | Reduced |
| WSFS Capital Management, LLC | 9,595 | $465.2K | 0.03% | −1,693−15.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,597 | $465.3K | 0.04% | −5,442−36.2% | Reduced |
| Beaumont Asset Management, L.L.C. | 9,672 | $468.9K | 0.33% | −130−1.3% | Reduced |
| Allworth Financial LP | 9,704 | $470.4K | 0.00% | −613−5.9% | Reduced |
| HF Advisory Group, LLC | 9,712 | $470.8K | 0.30% | +1,185+13.9% | Added |
| Daymark Wealth Partners, LLC | 9,727 | $471.6K | 0.03% | −755−7.2% | Reduced |
| Red Door Wealth Management, LLC | 9,764 | $473.4K | 0.10% | −343−3.4% | Reduced |
| Douglas Lane & Associates, LLC | 9,825 | $476.3K | 0.01% | −3,972−28.8% | Reduced |
| Keystone Financial Services | 9,874 | $478.7K | 0.23% | +301+3.1% | Added |
| Court Place Advisors, LLC | 9,875 | $478.7K | 0.16% | −2,143−17.8% | Reduced |
| Central Trust Co | 9,922 | $481.0K | 0.01% | −371−3.6% | Reduced |
| Marino, Stram & Associates LLC | 9,963 | $483.0K | 0.12% | +215+2.2% | Added |
| Byrne Asset Management LLC | – | $483.9K | 0.37% | – | – |
| Rbo & Co LLC | 9,994 | $484.5K | 0.08% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 9,997 | $484.7K | 0.01% | −1,960−16.4% | Reduced |
| Moloney Securities Asset Management, LLC | 10,062 | $487.8K | 0.08% | −2,690−21.1% | Reduced |
| Roman Butler Fullerton & Co | 10,106 | $488.8K | 0.19% | −657−6.1% | Reduced |
| Wellington Shields & Co., LLC | 10,112 | $490.2K | 0.18% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 10,175 | $493.3K | 0.24% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 10,180 | $493.5K | 0.25% | −6,878−40.3% | Reduced |
| Ausdal Financial Partners, Inc. | 10,188 | $493.9K | 0.06% | −742−6.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,229 | $495.9K | 0.01% | −37,775−78.7% | Reduced |
| Grove Bank & Trust | 10,270 | $497.9K | 0.09% | −5,016−32.8% | Reduced |
| Susquehanna International Securities, Ltd. | 10,282 | $498.5K | 0.36% | +10,282 | New |
| Powers Advisory Group, LLC | 10,301 | $499.4K | 0.31% | −526−4.9% | Reduced |