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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 10,319 | $500.2K | 0.01% | −1,049−9.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 10,393 | $503.8K | 0.21% | −1,172−10.1% | Reduced |
| IHT Wealth Management, LLC | 10,394 | $503.9K | 0.02% | −183−1.7% | Reduced |
| Principle Wealth Partners LLC | 10,443 | $506.3K | 0.04% | −523−4.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 10,462 | $507.2K | 0.12% | +151+1.5% | Added |
| Five Oceans Advisors | 10,516 | $509.8K | 0.29% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10,520 | $510.0K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 10,549 | $511.4K | 0.04% | −1,489−12.4% | Reduced |
| Physicians Financial Services, Inc. | 10,563 | $512.0K | 0.19% | −438−4.0% | Reduced |
| Bank of Nova Scotia Trust Co | 10,600 | $513.9K | 0.06% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 10,661 | $516.9K | 0.16% | −1,000−8.6% | Reduced |
| Sky Investment Group LLC | 10,689 | $518.2K | 0.11% | −1,190−10.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,742 | $520.8K | 0.10% | +2,666+33.0% | Added |
| Boston Private Wealth LLC | 10,769 | $522.1K | 0.01% | −1,694−13.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 10,802 | $523.7K | 0.14% | −3,394−23.9% | Reduced |
| Ignite Planners, LLC | 10,826 | $525.0K | 0.16% | −821−7.0% | Reduced |
| Park Place Capital Corp | 10,872 | $527.1K | 0.21% | −5,095−31.9% | Reduced |
| Tiaa Trust, National Association | 10,882 | $527.6K | 0.00% | −582−5.1% | Reduced |
| Strategic Global Advisors, LLC | 10,909 | $528.9K | 0.12% | −163−1.5% | Reduced |
| Wescott Financial Advisory Group, LLC | 11,037 | $535.1K | 0.07% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 11,079 | $537.1K | 0.06% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 11,100 | $538.1K | 0.41% | +6,904+164.5% | Added |
| Manchester Capital Management LLC | 11,142 | $540.2K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,154 | $540.7K | 0.02% | +11,154 | New |
| Squarepoint Ops LLC | 11,181 | $542.1K | 0.00% | +11,181 | New |
| Balyasny Asset Management LLC | 11,201 | $543.0K | 0.00% | +11,201 | New |
| Altman Advisors, Inc. | 11,221 | $544.0K | 0.29% | −15,250−57.6% | Reduced |
| Three Bridge Wealth Advisors, LLC | 11,335 | $549.5K | 0.19% | −22,710−66.7% | Reduced |
| Proequities, Inc. | 11,337 | $549.6K | 0.04% | −28−0.2% | Reduced |
| Leavell Investment Management, Inc. | 11,354 | $550.0K | 0.03% | −281−2.4% | Reduced |
| Rathbone Brothers plc | 11,381 | $551.4K | 0.00% | −1,250−9.9% | Reduced |
| Navellier & Associates Inc | 11,492 | $557.1K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,506 | $557.8K | 0.02% | +4,115+55.7% | Added |
| PAX Financial Group, LLC | 11,026 | $558.8K | 0.12% | +2,073+23.2% | Added |
| Intellectus Partners, LLC | 11,553 | $560.1K | 0.16% | +908+8.5% | Added |
| Douglass Winthrop Advisors, LLC | 11,568 | $560.8K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,677 | $566.1K | 0.02% | −770−6.2% | Reduced |
| Colonial Trust Co | 11,716 | $568.0K | 0.12% | +3,719+46.5% | Added |
| Glenview Trust Co | 11,849 | $574.4K | 0.01% | −6−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 11,878 | $575.8K | 0.03% | −48−0.4% | Reduced |
| Shelton Capital Management | 11,892 | $576.5K | 0.02% | −62−0.5% | Reduced |
| D.B. Root & Company, LLC | 11,933 | $578.5K | 0.21% | −3,335−21.8% | Reduced |
| Stock Yards Bank & Trust Co | 12,047 | $584.0K | 0.02% | −131−1.1% | Reduced |
| Legacy Financial Advisors, Inc. | 12,165 | $589.7K | 0.11% | −3,237−21.0% | Reduced |
| WR Wealth Planners, LLC | 12,214 | $592.1K | 0.22% | +1,432+13.3% | Added |
| Jeppson Wealth Management, LLC | 12,279 | $595.3K | 0.25% | −825−6.3% | Reduced |
| Wambolt & Associates, LLC | 12,388 | $600.5K | 0.20% | −3,629−22.7% | Reduced |
| Kingsview Wealth Management, LLC | 12,425 | $602.4K | 0.02% | −444−3.5% | Reduced |
| Global Retirement Partners, LLC | 12,509 | $602.8K | 0.03% | −755−5.7% | Reduced |
| Coastal Investment Advisors, Inc. | 12,476 | $604.8K | 0.14% | −10,526−45.8% | Reduced |
| Sigma Planning Corp | 12,615 | $611.6K | 0.05% | −32,222−71.9% | Reduced |
| LGL Partners, LLC | 12,674 | $614.4K | 0.08% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 12,725 | $616.9K | 0.04% | +903+7.6% | Added |
| FLC Capital Advisors | 12,762 | $618.7K | 0.17% | +1,622+14.6% | Added |
| Dearborn Partners LLC | 12,836 | $622.3K | 0.02% | −964−7.0% | Reduced |
| Wolverine Trading, LLC | 12,900 | $625.4K | 0.00% | −10,485−44.8% | Reduced |
| North Star Investment Management Corp. | 12,939 | $627.3K | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 12,897 | $627.5K | 0.03% | +320+2.5% | Added |
| Nuveen Asset Management, LLC | 12,957 | $628.2K | 0.00% | +4,451+52.3% | Added |
| HB Wealth Management, LLC | 13,022 | $631.3K | 0.01% | −976−7.0% | Reduced |
| Excalibur Management Corp | 13,049 | $632.6K | 0.30% | +866+7.1% | Added |
| Boit C F David | 13,000 | $633.6K | 0.36% | 00.0% | Unchanged |
| Bailard, Inc. | 13,282 | $643.9K | 0.02% | −1,051−7.3% | Reduced |
| Vise Technologies, Inc. | 13,329 | $646.2K | 0.14% | −1,405−9.5% | Reduced |
| Garner Asset Management Corp | 12,830 | $650.0K | 0.33% | −3,230−20.1% | Reduced |
| Salvus Wealth Management, LLC | 13,565 | $657.6K | 0.47% | −130−0.9% | Reduced |
| Joel Isaacson & Co., LLC | 13,592 | $659.0K | 0.04% | +2,390+21.3% | Added |
| Pitcairn Co | 13,668 | $662.6K | 0.05% | +3,770+38.1% | Added |
| Wealth Alliance | 13,789 | $668.5K | 0.09% | −6,426−31.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,855 | $671.7K | 0.08% | −147−1.0% | Reduced |
| Thrivent Financial for Lutherans | 13,968 | $677.0K | 0.00% | −5,020−26.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,971 | $677.3K | 0.03% | +7,074+102.6% | Added |
| Unique Wealth Strategies, LLC | 14,266 | $691.6K | 0.46% | +14,266 | New |
| Dana Investment Advisors, Inc. | 14,275 | $692.0K | 0.03% | −1,841−11.4% | Reduced |
| InTrack Investment Management Inc | 14,319 | $694.2K | 0.52% | +14,319 | New |
| Wealthspire Advisors, LLC | 14,368 | $696.6K | 0.01% | −711−4.7% | Reduced |
| SeaCrest Wealth Management, LLC | 14,361 | $700.2K | 0.09% | −2,187−13.2% | Reduced |
| Gamco Investors, Inc. Et Al | 14,479 | $701.9K | 0.01% | −2,550−15.0% | Reduced |
| Tritonpoint Wealth, LLC | 14,493 | $702.6K | 0.07% | +14,493 | New |
| Ellevest, Inc. | 14,501 | $703.0K | 0.05% | −1,257−8.0% | Reduced |
| Toroso Investments, LLC | 14,524 | $704.1K | 0.02% | +1,480+11.3% | Added |
| Steward Partners Investment Advisory, LLC | 14,617 | $708.6K | 0.01% | −1,543−9.5% | Reduced |
| Golden State Equity Partners | 14,642 | $709.9K | 0.17% | −1,689−10.3% | Reduced |
| River Street Advisors LLC | 14,675 | $711.4K | 0.57% | +517+3.7% | Added |
| DMG Group, LLC | 14,725 | $713.9K | 0.67% | −740−4.8% | Reduced |
| Concurrent Investment Advisors, LLC | 14,866 | $720.7K | 0.03% | +14,866 | New |
| Liberty One Investment Management, LLC | 14,900 | $722.4K | 0.09% | −975−6.1% | Reduced |
| Aberdeen Wealth Management LLC | 15,000 | $727.2K | 0.53% | 00.0% | Unchanged |
| BancorpSouth Bank | 15,079 | $731.0K | 0.06% | −746−4.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 15,082 | $731.2K | 0.30% | 00.0% | Unchanged |
| Leisure Capital Management | 15,100 | $732.0K | 0.40% | −5,705−27.4% | Reduced |
| Semmax Financial Advisors Inc. | 14,641 | $733.5K | 0.27% | +567+4.0% | Added |
| True Wealth Design, LLC | 15,185 | $736.2K | 0.21% | +249+1.7% | Added |
| Old National Bancorp | 15,311 | $742.3K | 0.02% | −885−5.5% | Reduced |
| LCM Capital Management Inc | 15,483 | $750.6K | 0.54% | +54+0.3% | Added |
| Israel Discount Bank of New York | 15,519 | $752.4K | 0.59% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 15,576 | $755.1K | 0.08% | −582−3.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,607 | $756.6K | 0.05% | +30.0% | Added |
| Raab & Moskowitz Asset Management LLC | 15,642 | $758.3K | 0.24% | −1,494−8.7% | Reduced |
| Huntington National Bank | 15,709 | $761.6K | 0.01% | −55−0.3% | Reduced |