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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 24,998 | $1.21M | 0.03% | −4,549−15.4% | Reduced |
| Capstone Financial Advisors, Inc. | 25,051 | $1.21M | 0.09% | +238+1.0% | Added |
| Horizon Investments, LLC | 25,058 | $1.21M | 0.03% | −23,377−48.3% | Reduced |
| Prudential Financial Inc | 25,124 | $1.22M | 0.00% | −4,281−14.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 25,757 | $1.25M | 0.32% | −15,331−37.3% | Reduced |
| Tectonic Advisors LLC | 25,818 | $1.25M | 0.10% | −637−2.4% | Reduced |
| Colony Group, LLC | 26,084 | $1.26M | 0.02% | +26,084 | New |
| Chesapeake Asset Management LLC | 26,202 | $1.27M | 1.13% | −200−0.8% | Reduced |
| Founders Financial Securities LLC | 26,676 | $1.29M | 0.14% | +43+0.2% | Added |
| Vident Advisory, LLC | 26,741 | $1.30M | 0.03% | +2,260+9.2% | Added |
| Buffington Mohr McNeal | 26,861 | $1.30M | 0.26% | +1,630+6.5% | Added |
| Cetera Advisors LLC | 26,905 | $1.30M | 0.02% | +275+1.0% | Added |
| Intrust Bank NA | 27,042 | $1.31M | 0.15% | −1,978−6.8% | Reduced |
| Ritholtz Wealth Management | 27,330 | $1.32M | 0.05% | +2,698+11.0% | Added |
| Credential Qtrade Securities Inc. | 27,413 | $1.33M | 0.08% | −2,803−9.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 27,798 | $1.35M | 0.13% | +723+2.7% | Added |
| ICW Investment Advisors LLC | 27,824 | $1.35M | 0.66% | +698+2.6% | Added |
| Ategra Capital Management, LLC | 28,119 | $1.36M | 0.61% | −2,811−9.1% | Reduced |
| Commerce Bank | 28,562 | $1.38M | 0.01% | 00.0% | Unchanged |
| Ceera Investments, LLC | 28,595 | $1.39M | 0.65% | −5,960−17.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 28,935 | $1.40M | 0.08% | −963−3.2% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 28,953 | $1.40M | 1.61% | −2,046−6.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 29,104 | $1.41M | 0.05% | −446−1.5% | Reduced |
| Slocum, Gordon & Co LLP | 29,200 | $1.42M | 1.24% | −116−0.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 29,484 | $1.43M | 0.23% | +1,837+6.6% | Added |
| JPL Wealth Management, LLC | 29,513 | $1.43M | 1.03% | +29,513 | New |
| Signet Investment Advisory Group, Inc. | 29,801 | $1.44M | 0.87% | +1,428+5.0% | Added |
| NewEdge Wealth, LLC | 29,840 | $1.45M | 0.04% | +13,234+79.7% | Added |
| RBF Capital, LLC | 30,000 | $1.45M | 0.09% | 00.0% | Unchanged |
| Delta Capital Management LLC | 30,450 | $1.48M | 1.03% | −225−0.7% | Reduced |
| Columbus Macro, LLC | 30,479 | $1.48M | 0.58% | +24+0.1% | Added |
| Old Second National Bank of Aurora | 30,842 | $1.50M | 0.41% | −2,441−7.3% | Reduced |
| KCM Investment Advisors LLC | 31,195 | $1.51M | 0.06% | −580−1.8% | Reduced |
| Sofos Investments, Inc. | 31,381 | $1.52M | 0.43% | +31,381 | New |
| Berkeley Capital Partners, LLC | 31,413 | $1.52M | 0.50% | −3,532−10.1% | Reduced |
| Argent Trust Co | 31,521 | $1.53M | 0.08% | −2,202−6.5% | Reduced |
| AE Wealth Management LLC | 31,627 | $1.53M | 0.01% | +4,607+17.1% | Added |
| Drexel Morgan & Co. | 31,722 | $1.54M | 0.36% | +350+1.1% | Added |
| Americana Partners, LLC | 31,843 | $1.54M | 0.15% | +12,839+67.6% | Added |
| Hedges Asset Management LLC | 31,950 | $1.55M | 1.21% | +400+1.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 31,994 | $1.55M | 1.52% | −8,022−20.0% | Reduced |
| Schechter Investment Advisors, LLC | 32,008 | $1.55M | 0.13% | −860−2.6% | Reduced |
| Redmond Asset Management, LLC | 32,083 | $1.56M | 0.50% | +1,593+5.2% | Added |
| Lester Murray Antman dba SimplyRich | 32,174 | $1.56M | 0.54% | −629−1.9% | Reduced |
| Signaturefd, LLC | 32,182 | $1.56M | 0.04% | −1,402−4.2% | Reduced |
| Fulton Bank, N.A. | 32,207 | $1.56M | 0.07% | −5,210−13.9% | Reduced |
| First Bank & Trust | 32,564 | $1.58M | 0.38% | −11,990−26.9% | Reduced |
| Portside Wealth Group, LLC | 33,067 | $1.60M | 0.30% | −4,155−11.2% | Reduced |
| London & Capital Asset Management Ltd | 33,473 | $1.62M | 0.14% | +2,927+9.6% | Added |
| Westhampton Capital, LLC | 33,561 | $1.63M | 0.97% | −1,671−4.7% | Reduced |
| First Hawaiian Bank | 34,001 | $1.65M | 0.05% | −297−0.9% | Reduced |
| Pacifica Partners Inc. | 34,620 | $1.65M | 0.81% | +4,180+13.7% | Added |
| Cardinal Capital Management | 34,265 | $1.66M | 0.31% | +247+0.7% | Added |
| Highland Capital Management, LLC | 34,577 | $1.68M | 0.10% | −200−0.6% | Reduced |
| Inlet Private Wealth, LLC | 34,626 | $1.68M | 0.51% | −17,035−33.0% | Reduced |
| Pathway Financial Advisers, LLC | 35,205 | $1.71M | 0.65% | +1,011+3.0% | Added |
| Great Valley Advisor Group, Inc. | 35,202 | $1.71M | 0.06% | +13,725+63.9% | Added |
| Regatta Capital Group, LLC | 35,489 | $1.72M | 0.45% | −855−2.4% | Reduced |
| Verdence Capital Advisors LLC | 35,742 | $1.73M | 0.17% | −6,098−14.6% | Reduced |
| State Street Corp | 36,557 | $1.77M | 0.00% | −2,773−7.1% | Reduced |
| Paradigm Asset Management Co LLC | 36,700 | $1.78M | 0.47% | 00.0% | Unchanged |
| Wade G W & Inc | 37,166 | $1.80M | 0.06% | −694−1.8% | Reduced |
| Pavion Blue Capital, LLC | 37,237 | $1.81M | 1.00% | +2,457+7.1% | Added |
| Greenup Street Wealth Management LLC | 37,284 | $1.81M | 0.50% | +37,284 | New |
| Headlands Technologies LLC | 37,431 | $1.81M | 0.54% | +30,707+456.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 37,514 | $1.82M | 0.17% | +37,514 | New |
| Northwest Investment Counselors, LLC | 38,617 | $1.87M | 0.50% | −778−2.0% | Reduced |
| Quantinno Capital Management LP | 39,163 | $1.90M | 0.07% | +11,727+42.7% | Added |
| Sowell Financial Services LLC | 39,291 | $1.91M | 0.10% | −2,817−6.7% | Reduced |
| Choate Investment Advisors | 39,654 | $1.92M | 0.06% | +18,187+84.7% | Added |
| Farther Finance Advisors, LLC | 39,808 | $1.93M | 0.14% | +32,755+464.4% | Added |
| HM Payson & Co | 39,999 | $1.94M | 0.04% | −7,843−16.4% | Reduced |
| Quadcap Wealth Management, LLC | 40,067 | $1.94M | 0.50% | +40,067 | New |
| Timber Creek Capital Management LLC | 40,376 | $1.96M | 0.67% | −1,362−3.3% | Reduced |
| CIBC Asset Management Inc | 40,432 | $1.96M | 0.01% | −21,922−35.2% | Reduced |
| Sawtooth Solutions, LLC | 40,481 | $1.96M | 0.05% | −475−1.2% | Reduced |
| Bleakley Financial Group, LLC | 40,582 | $1.97M | 0.06% | −374−0.9% | Reduced |
| Foresight Capital Management Advisors, Inc. | 40,788 | $1.98M | 2.03% | +40,788 | New |
| Whittier Trust Co | 40,869 | $1.98M | 0.03% | −3,089−7.0% | Reduced |
| SkyOak Wealth, LLC | 40,963 | $1.99M | 0.52% | −887−2.1% | Reduced |
| Earnest Partners LLC | 41,272 | $2.00M | 0.01% | −991−2.3% | Reduced |
| Todd Asset Management LLC | 41,319 | $2.00M | 0.04% | −20,058−32.7% | Reduced |
| HBW Advisory Services LLC | 41,350 | $2.00M | 0.38% | −258−0.6% | Reduced |
| Naviter Wealth, LLC | 41,387 | $2.01M | 0.40% | +2,950+7.7% | Added |
| Anchor Investment Management, LLC | 41,459 | $2.01M | 0.23% | +2,750+7.1% | Added |
| Trust Co of Vermont | 41,498 | $2.01M | 0.13% | −7,652−15.6% | Reduced |
| Balentine LLC | 41,554 | $2.01M | 0.06% | +11,031+36.1% | Added |
| Forte Capital LLC | 41,725 | $2.02M | 0.28% | −1,730−4.0% | Reduced |
| Bell Bank | 42,171 | $2.04M | 0.20% | +2,074+5.2% | Added |
| Pinnacle Associates Ltd | 42,512 | $2.06M | 0.03% | −1,462−3.3% | Reduced |
| World Equity Group, Inc. | 42,658 | $2.07M | 0.41% | −1,182−2.7% | Reduced |
| Keystone Financial Planning, Inc. | 42,873 | $2.08M | 0.69% | +1,525+3.7% | Added |
| Capital Insight Partners, LLC | 43,028 | $2.09M | 0.43% | −655−1.5% | Reduced |
| FORA Capital, LLC | 43,180 | $2.09M | 0.18% | +43,180 | New |
| Texas Yale Capital Corp. | 43,270 | $2.10M | 0.10% | −955−2.2% | Reduced |
| WCG Wealth Advisors LLC | 43,651 | $2.12M | 0.16% | −11,491−20.8% | Reduced |
| JustInvest LLC | 43,707 | $2.12M | 0.05% | −3,860−8.1% | Reduced |
| Moors & Cabot, Inc. | 43,766 | $2.12M | 0.13% | +852+2.0% | Added |
| Yousif Capital Management, LLC | 43,997 | $2.13M | 0.03% | +2,630+6.4% | Added |
| Legacy Wealth Management, LLC | 44,410 | $2.15M | 1.04% | −305−0.7% | Reduced |