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 |
|---|---|---|---|---|---|
| BCGM Wealth Management, LLC | 15,827 | $767.3K | 0.31% | +706+4.7% | Added |
| Roundview Capital LLC | 15,848 | $768.3K | 0.07% | −1,164−6.8% | Reduced |
| Abundance Wealth Counselors | 15,865 | $769.0K | 0.20% | +1,712+12.1% | Added |
| DFPG Investments, LLC | 15,824 | $769.7K | 0.06% | −397−2.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 15,912 | $771.0K | 0.08% | +15,912 | New |
| Integrated Wealth Concepts LLC | 15,906 | $771.1K | 0.01% | −4,832−23.3% | Reduced |
| Banco de Sabadell, S.A | 15,951 | $775.0K | 0.59% | −41−0.3% | Reduced |
| GTS Securities LLC | 16,012 | $776.3K | 0.02% | −471−2.9% | Reduced |
| Ballentine Partners, LLC | 16,021 | $776.7K | 0.02% | +2,544+18.9% | Added |
| Exchange Capital Management, Inc. | 16,022 | $776.7K | 0.14% | −510−3.1% | Reduced |
| Moreno Evelyn V | 16,034 | $777.3K | 0.37% | +270+1.7% | Added |
| Sapient Capital LLC | 16,184 | $784.6K | 0.02% | +16,184 | New |
| Hilltop Holdings Inc. | 16,227 | $786.6K | 0.09% | −1,963−10.8% | Reduced |
| XTX Topco Ltd | 16,299 | $790.2K | 0.17% | +16,299 | New |
| Wynn Capital, LLC | 16,320 | $791.2K | 0.65% | +16,320 | New |
| First Affirmative Financial Network | 16,373 | $793.8K | 0.63% | +1,115+7.3% | Added |
| Hanson & Doremus Investment Management | 16,490 | $799.0K | 0.15% | +2,752+20.0% | Added |
| Curbstone Financial Management Corp | 16,628 | $806.1K | 0.18% | −300−1.8% | Reduced |
| Raleigh Capital Management Inc. | 16,662 | $807.8K | 0.38% | −12,174−42.2% | Reduced |
| Checchi Capital Advisers, LLC | 16,794 | $814.2K | 0.07% | −2,166−11.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 16,808 | $815.0K | 0.02% | +5,042+42.9% | Added |
| Weik Capital Management | 16,900 | $819.3K | 0.38% | −1,505−8.2% | Reduced |
| Brown Brothers Harriman & Co | 16,993 | $823.8K | 0.01% | −1,050−5.8% | Reduced |
| Simplex Trading, LLC | 17,047 | $826.0K | 0.03% | +17,047 | New |
| Mitchell & Pahl Private Wealth, LLC | 17,063 | $827.2K | 0.47% | −204−1.2% | Reduced |
| NBC Securities, Inc. | 17,087 | $828.0K | 0.08% | −319−1.8% | Reduced |
| First Pacific Financial | 17,235 | $835.5K | 0.26% | −56−0.3% | Reduced |
| MAI Capital Management | 17,422 | $844.6K | 0.01% | −30−0.2% | Reduced |
| Virtu Financial LLC | 17,877 | $867.0K | 0.07% | +17,877 | New |
| GoalVest Advisory LLC | 17,919 | $868.7K | 0.38% | +1,917+12.0% | Added |
| HighPoint Advisor Group LLC | 17,528 | $870.0K | 0.06% | +17,528 | New |
| Norden Group LLC | 18,112 | $878.1K | 0.15% | −5,926−24.7% | Reduced |
| Northeast Investment Management | 18,150 | $879.9K | 0.05% | −11,240−38.2% | Reduced |
| First Manhattan Co | 18,211 | $882.9K | 0.00% | −895−4.7% | Reduced |
| Spire Wealth Management | 18,722 | $883.1K | 0.03% | −884−4.5% | Reduced |
| Fifth Third Bancorp | 18,385 | $891.3K | 0.00% | −6,437−25.9% | Reduced |
| Quadrant Capital Group LLC | 18,507 | $897.2K | 0.08% | +1,746+10.4% | Added |
| Thompson Siegel & Walmsley LLC | 18,815 | $912.0K | 0.01% | 00.0% | Unchanged |
| Northstar Group, Inc. | 18,876 | $915.1K | 0.20% | −179−0.9% | Reduced |
| Voya Financial Advisors, Inc. | 19,111 | $926.5K | 0.11% | −259−1.3% | Reduced |
| Scott & Selber, Inc. | 19,137 | $928.0K | 0.35% | −217−1.1% | Reduced |
| Point72 Asset Management, L.P. | 19,200 | $930.8K | 0.00% | +19,200 | New |
| Valley National Advisers Inc | 19,305 | $935.0K | 0.15% | −389−2.0% | Reduced |
| Greenwood Capital Associates LLC | 19,507 | $945.7K | 0.12% | +287+1.5% | Added |
| Alliance Wealth Advisors, LLC | 19,617 | $951.1K | 0.32% | −1,127−5.4% | Reduced |
| Ativo Capital Management LLC | 19,700 | $955.1K | 1.02% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 19,823 | $961.0K | 0.45% | +164+0.8% | Added |
| Columbia Asset Management | 19,845 | $962.0K | 0.20% | +525+2.7% | Added |
| Foyston, Gordon, & Payne Inc | 19,849 | $962.3K | 0.24% | −3,291−14.2% | Reduced |
| OmniStar Financial Group, Inc. | 19,860 | $962.8K | 1.21% | −378−1.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 19,872 | $963.4K | 0.07% | −5,537−21.8% | Reduced |
| Parallel Advisors, LLC | 19,954 | $967.4K | 0.03% | −1,021−4.9% | Reduced |
| Northwest & Ethical Investments L.P. | 19,984 | $968.8K | 0.03% | −384−1.9% | Reduced |
| Costello Asset Management, INC | 20,190 | $978.8K | 0.81% | −15,335−43.2% | Reduced |
| FDx Advisors, Inc. | 20,314 | $985.0K | 0.08% | −1,395−6.4% | Reduced |
| Long Run Wealth Advisors, LLC | 20,804 | $1.01M | 0.29% | −574−2.7% | Reduced |
| First County Bank | 20,806 | $1.01M | 0.49% | −2,170−9.4% | Reduced |
| Umb Bank N A | 20,834 | $1.01M | 0.01% | −2,892−12.2% | Reduced |
| Tower Bridge Advisors | 20,918 | $1.01M | 0.09% | −700−3.2% | Reduced |
| Stratos Wealth Partners, LTD. | 21,024 | $1.02M | 0.02% | −57−0.3% | Reduced |
| Waldron Private Wealth LLC | 21,213 | $1.03M | 0.05% | +374+1.8% | Added |
| TD Waterhouse Canada Inc. | 20,457 | $1.03M | 0.01% | −10,374−33.6% | Reduced |
| D.A. Davidson & Co. | 21,379 | $1.04M | 0.01% | +2,209+11.5% | Added |
| Optimist Retirement Group LLC | 21,463 | $1.04M | 0.68% | +21,463 | New |
| Keystone Financial Group | 21,529 | $1.04M | 0.18% | +416+2.0% | Added |
| Prospera Financial Services Inc | 21,543 | $1.04M | 0.03% | +2,243+11.6% | Added |
| Avidian Wealth Solutions, LLC | 21,616 | $1.05M | 0.07% | +216+1.0% | Added |
| Radnor Capital Management, LLC | 21,874 | $1.06M | 0.20% | −1,601−6.8% | Reduced |
| Aua Capital Management, LLC | 21,982 | $1.07M | 0.66% | 00.0% | Unchanged |
| Synovus Financial Corp | 22,136 | $1.07M | 0.02% | +113+0.5% | Added |
| Qtron Investments LLC | 22,144 | $1.07M | 0.18% | −4,828−17.9% | Reduced |
| 1832 Asset Management L.P. | 22,272 | $1.08M | 0.00% | −1,122−4.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 22,313 | $1.08M | 0.78% | −1,650−6.9% | Reduced |
| Griffin Asset Management, Inc. | 22,315 | $1.08M | 0.14% | −60−0.3% | Reduced |
| Guggenheim Capital LLC | 22,328 | $1.08M | 0.01% | −2,811−11.2% | Reduced |
| Fluent Financial, LLC | 22,593 | $1.10M | 0.65% | −1,571−6.5% | Reduced |
| Bartlett & Co. LLC | 22,700 | $1.10M | 0.02% | −2,403−9.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 22,700 | $1.10M | 0.02% | −2,403−9.6% | Reduced |
| Great Lakes Retirement, Inc. | 22,751 | $1.10M | 0.18% | −755−3.2% | Reduced |
| Catalyst Capital Advisors LLC | 22,760 | $1.10M | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 22,794 | $1.11M | 0.02% | −500−2.1% | Reduced |
| Capital Investment Advisory Services, LLC | 23,229 | $1.13M | 0.11% | −397−1.7% | Reduced |
| Principal Securities, Inc. | 23,321 | $1.13M | 0.04% | +23,321 | New |
| Insigneo Advisory Services, LLC | 23,361 | $1.13M | 0.16% | −403−1.7% | Reduced |
| Financial Counselors Inc | 23,370 | $1.13M | 0.02% | −719−3.0% | Reduced |
| Thoroughbred Financial Services, LLC | 23,448 | $1.14M | 0.09% | −12,986−35.6% | Reduced |
| Mitchell Sinkler & Starr | 23,569 | $1.14M | 0.21% | +9,474+67.2% | Added |
| Fayez Sarofim & Co | 22,651 | $1.15M | 0.00% | −1,000−4.2% | Reduced |
| Auxano Advisors, LLC | 23,813 | $1.15M | 0.39% | −807−3.3% | Reduced |
| Dodge & Cox | 23,900 | $1.16M | 0.00% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 23,926 | $1.16M | 0.12% | −9,343−28.1% | Reduced |
| Janus Henderson Group PLC | 24,118 | $1.17M | 0.00% | +946+4.1% | Added |
| Arjuna Capital | 24,187 | $1.17M | 0.37% | +2,876+13.5% | Added |
| Victory Capital Management Inc | 24,199 | $1.17M | 0.00% | −6,212−20.4% | Reduced |
| Chiron Capital Management, LLC | 24,200 | $1.17M | 1.02% | +1,600+7.1% | Added |
| Rodgers Brothers Inc. | 24,254 | $1.18M | 0.19% | +250+1.0% | Added |
| Valeo Financial Advisors, LLC | 24,397 | $1.18M | 0.05% | −123−0.5% | Reduced |
| Guardian Wealth Management, Inc. | 24,412 | $1.18M | 1.00% | −1,812−6.9% | Reduced |
| Group One Trading, L.P. | 24,640 | $1.19M | 0.04% | +3,031+14.0% | Added |
| River Wealth Advisors LLC | 24,667 | $1.20M | 0.19% | −2,894−10.5% | Reduced |