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 |
|---|---|---|---|---|---|
| SevenBridge Financial Group, LLC | 45,493 | $2.21M | 0.52% | −376−0.8% | Reduced |
| Advisory Services Network, LLC | 45,585 | $2.21M | 0.05% | −5,964−11.6% | Reduced |
| Arvest Investments, Inc. | 45,946 | $2.23M | 0.36% | +45,946 | New |
| Mutual Advisors, LLC | 46,701 | $2.26M | 0.08% | +11,484+32.6% | Added |
| Capstone Investment Advisors, LLC | 46,862 | $2.27M | 0.04% | +46,862 | New |
| Fiduciary Trust Co | 47,786 | $2.32M | 0.04% | +2,631+5.8% | Added |
| Deutsche Bank AG | 47,801 | $2.32M | 0.00% | +29+0.1% | Added |
| Quinn Opportunity Partners LLC | 48,000 | $2.33M | 0.27% | +42,000+700.0% | Added |
| Kestra Private Wealth Services, LLC | 48,431 | $2.35M | 0.06% | +17,563+56.9% | Added |
| Callahan Advisors, LLC | 48,635 | $2.36M | 0.27% | 00.0% | Unchanged |
| Arvest Trust Co N A | 48,987 | $2.37M | 0.14% | −4,418−8.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 49,125 | $2.38M | 0.00% | +2,728+5.9% | Added |
| Thomasville National Bank | 49,280 | $2.39M | 0.21% | +754+1.6% | Added |
| Kennon-Green & Company, LLC | 49,370 | $2.39M | 2.43% | −10,001−16.8% | Reduced |
| Meridian Wealth Management, LLC | 49,704 | $2.41M | 0.15% | +49,704 | New |
| Allen Wealth Management, LLC | 49,820 | $2.42M | 2.37% | +49,820 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 49,873 | $2.42M | 0.02% | −49,411−49.8% | Reduced |
| Glenmede Trust Co NA | 49,987 | $2.42M | 0.01% | +1,989+4.1% | Added |
| Capital Investment Counsel, LLC | 50,025 | $2.43M | 0.91% | +50,025 | New |
| Arlington Partners LLC | 50,116 | $2.43M | 0.70% | −7,749−13.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 50,136 | $2.43M | 0.47% | −1,884−3.6% | Reduced |
| Benedict Financial Advisors Inc | 50,335 | $2.44M | 0.66% | −71−0.1% | Reduced |
| Charter Trust Co | 50,383 | $2.44M | 0.18% | +1,362+2.8% | Added |
| Bard Financial Services, Inc. | 50,795 | $2.46M | 0.28% | −525−1.0% | Reduced |
| CAPROCK Group, Inc. | 51,021 | $2.47M | 0.16% | −11,266−18.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 51,518 | $2.50M | 0.09% | +51,518 | New |
| Advisors Asset Management, Inc. | 51,799 | $2.51M | 0.05% | −1,554−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 53,131 | $2.58M | 0.00% | +1,773+3.5% | Added |
| Peapack Gladstone Financial Corp | 53,305 | $2.58M | 0.04% | +1,163+2.2% | Added |
| Park Avenue Securities LLC | 53,467 | $2.59M | 0.04% | −2,832−5.0% | Reduced |
| Rhumbline Advisers | 54,062 | $2.62M | 0.00% | +149+0.3% | Added |
| Stephens Inc | 54,851 | $2.66M | 0.05% | −1,345−2.4% | Reduced |
| Wetherby Asset Management Inc | 54,974 | $2.67M | 0.14% | −5,538−9.2% | Reduced |
| Naples Global Advisors, LLC | 55,734 | $2.70M | 0.30% | −450−0.8% | Reduced |
| Hall Laurie J Trustee | 55,991 | $2.71M | 1.04% | +175+0.3% | Added |
| Anchor Capital Advisors LLC | 56,128 | $2.72M | 0.07% | −2,134−3.7% | Reduced |
| Allen Capital Group, LLC | 56,238 | $2.73M | 0.45% | −3,215−5.4% | Reduced |
| Old Port Advisors | 56,304 | $2.73M | 0.91% | −753−1.3% | Reduced |
| Gilman Hill Asset Management, LLC | 56,351 | $2.73M | 0.51% | −4,005−6.6% | Reduced |
| Smithbridge Asset Management Inc | 57,072 | $2.77M | 0.63% | +1,278+2.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 56,878 | $2.77M | 0.03% | −804−1.4% | Reduced |
| Apollon Wealth Management, LLC | 57,156 | $2.77M | 0.10% | +36,693+179.3% | Added |
| Cambridge Trust Co | 57,157 | $2.77M | 0.12% | −558−1.0% | Reduced |
| We Are One Seven, LLC | 57,210 | $2.77M | 0.16% | +5,042+9.7% | Added |
| Veriti Management LLC | 57,240 | $2.78M | 0.25% | +6,307+12.4% | Added |
| GSB Wealth Management, LLC | 57,440 | $2.78M | 0.86% | −1,964−3.3% | Reduced |
| Heartland Advisors Inc | 57,514 | $2.79M | 0.15% | −4,411−7.1% | Reduced |
| Quantbot Technologies LP | 58,345 | $2.83M | 0.16% | +58,345 | New |
| M. Kulyk & Associates, LLC | 58,510 | $2.84M | 0.66% | +3,262+5.9% | Added |
| Azzad Asset Management Inc | 58,546 | $2.84M | 0.36% | +1,541+2.7% | Added |
| Prentiss Smith & Co Inc | 59,124 | $2.87M | 2.14% | −2,955−4.8% | Reduced |
| Strategic Advisors LLC | 59,212 | $2.87M | 0.54% | −82−0.1% | Reduced |
| Berkshire Bank | 59,492 | $2.88M | 0.76% | +1,266+2.2% | Added |
| Kanawha Capital Management LLC | 59,754 | $2.90M | 0.27% | −9,289−13.5% | Reduced |
| CIBC Private Wealth Group, LLC | 59,849 | $2.90M | 0.01% | +595+1.0% | Added |
| Raymond James Trust N.A. | 60,165 | $2.92M | 0.08% | −6,847−10.2% | Reduced |
| Royce & Associates LP | 61,000 | $2.96M | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 61,008 | $2.96M | 0.02% | +61,008 | New |
| Autumn Glory Partners, LLC | 61,377 | $2.97M | 1.69% | +1,859+3.1% | Added |
| Beach Investment Counsel Inc | 61,396 | $2.98M | 0.37% | −13,260−17.8% | Reduced |
| Private Advisor Group, LLC | 61,783 | $3.00M | 0.02% | +3,976+6.9% | Added |
| Dakota Wealth Management | 61,896 | $3.00M | 0.12% | +473+0.8% | Added |
| Cary Street Partners Asset Management LLC | 61,913 | $3.00M | 0.51% | −2,559−4.0% | Reduced |
| Logan Capital Management Inc | 61,996 | $3.01M | 0.14% | +1,598+2.6% | Added |
| O'Shaughnessy Asset Management, LLC | 62,437 | $3.03M | 0.04% | +2,244+3.7% | Added |
| GYL Financial Synergies, LLC | 62,848 | $3.05M | 0.25% | −2,176−3.3% | Reduced |
| GWM Advisors LLC | 63,103 | $3.05M | 0.03% | −541,996−89.6% | Reduced |
| Keene & Associates, Inc. | 63,419 | $3.07M | 2.55% | −500−0.8% | Reduced |
| apricus wealth, LLC | 63,622 | $3.08M | 2.35% | +325+0.5% | Added |
| Advisors Management Group Inc | 63,737 | $3.09M | 0.84% | +561+0.9% | Added |
| Regions Financial Corp | 64,494 | $3.13M | 0.03% | −1,478−2.2% | Reduced |
| Oppenheimer & Co Inc | 65,160 | $3.16M | 0.06% | +9,040+16.1% | Added |
| Quotient Wealth Partners, LLC | 65,178 | $3.16M | 0.12% | +65,178 | New |
| Courier Capital LLC | 65,565 | $3.18M | 0.24% | −2,462−3.6% | Reduced |
| TD Private Client Wealth LLC | 65,607 | $3.18M | 0.11% | −30,237−31.5% | Reduced |
| Perpetual Ltd | 65,985 | $3.20M | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 66,606 | $3.23M | 0.04% | −20,461−23.5% | Reduced |
| Invesco Ltd. | 67,311 | $3.26M | 0.00% | −1,699−2.5% | Reduced |
| Guardian Capital Advisors LP | 67,184 | $3.31M | 0.34% | −72,219−51.8% | Reduced |
| Rockefeller Capital Management L.P. | 68,862 | $3.34M | 0.01% | +234+0.3% | Added |
| Tevis Investment Management | 68,933 | $3.34M | 3.08% | +1,613+2.4% | Added |
| Beacon Financial Group | 69,070 | $3.35M | 0.41% | −448−0.6% | Reduced |
| Narwhal Capital Management | 69,223 | $3.36M | 0.37% | −9,543−12.1% | Reduced |
| Zions Bancorporation, N.A. | 69,398 | $3.36M | 0.23% | −42,052−37.7% | Reduced |
| Dynamic Advisor Solutions LLC | 69,026 | $3.37M | 0.13% | +61,313+794.9% | Added |
| Atria Wealth Solutions, Inc. | 70,153 | $3.40M | 0.04% | −585−0.8% | Reduced |
| Davenport & Co LLC | 71,838 | $3.48M | 0.02% | −23,171−24.4% | Reduced |
| Keybank National Association | 71,859 | $3.48M | 0.02% | +2,359+3.4% | Added |
| Ancora Advisors, LLC | 73,326 | $3.55M | 0.08% | +322+0.4% | Added |
| Meritage Portfolio Management | 75,306 | $3.65M | 0.24% | +271+0.4% | Added |
| Atria Investments LLC | 75,415 | $3.66M | 0.06% | −16,170−17.7% | Reduced |
| Sandy Spring Bank | 75,578 | $3.66M | 0.18% | −1,300−1.7% | Reduced |
| Bonness Enterprises Inc | 76,040 | $3.69M | 1.54% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 76,800 | $3.72M | 0.62% | −42,991−35.9% | Reduced |
| Avantax Advisory Services, Inc. | 77,089 | $3.74M | 0.04% | −1,855−2.3% | Reduced |
| Exencial Wealth Advisors, LLC | 77,917 | $3.78M | 0.15% | −7,518−8.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 78,638 | $3.81M | 0.06% | +66,212+532.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 79,448 | $3.85M | 0.01% | −4,888−5.8% | Reduced |
| Kestra Advisory Services, LLC | 80,757 | $3.92M | 0.03% | −2,734−3.3% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 81,540 | $3.95M | 1.33% | −325−0.4% | Reduced |