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; 1,192 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 | 1,192 | $15.5B |
| Q1 2026 | 1,174 | $13.7B |
| Q4 2025 | 1,157 | $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 |
|---|---|---|---|---|---|
| United Community Bank | 2,960 | $143.5K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,935 | $142.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,817 | $136.6K | 0.00% | +562+24.9% | Added |
| Glen Eagle Advisors, LLC | 2,787 | $135.1K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,758 | $133.7K | 0.01% | +41+1.5% | Added |
| West Branch Capital LLC | 2,718 | $131.8K | 0.06% | +2+0.1% | Added |
| Tyler-Stone Wealth Management | 2,548 | $123.5K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,529 | $122.6K | 0.08% | +470+22.8% | Added |
| Bruce G. Allen Investments, LLC | 2,516 | $122.0K | 0.11% | +2,516 | New |
| Creative Financial Designs Inc | 2,514 | $121.9K | 0.01% | −19−0.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,425 | $117.6K | 0.05% | +2,425 | New |
| Global Trust Asset Management, LLC | 2,362 | $114.5K | 0.05% | −27−1.1% | Reduced |
| Compass Wealth Management LLC | 2,351 | $114.0K | 0.03% | −878−27.2% | Reduced |
| HHM Wealth Advisors, LLC | 2,313 | $112.1K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,280 | $111.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2,200 | $106.7K | 0.05% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,034 | $98.6K | 0.01% | −106−5.0% | Reduced |
| Hartford Financial Management Inc. | 2,000 | $97.0K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,928 | $93.5K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 1,787 | $86.6K | 0.00% | +55+3.2% | Added |
| Carmichael Hill & Associates, Inc. | 1,774 | $86.0K | 0.04% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,730 | $83.9K | 0.04% | −92−5.0% | Reduced |
| Glassman Wealth Services | 1,689 | $81.9K | 0.01% | −22−1.3% | Reduced |
| Chilton Capital Management LLC | 1,660 | $80.5K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 1,650 | $80.0K | 0.03% | −1,090−39.8% | Reduced |
| Atlas Capital Advisors LLC | 1,627 | $78.9K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,608 | $78.0K | 0.03% | +1,608 | New |
| Heck Capital Advisors, LLC | 1,500 | $72.7K | 0.01% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 1,500 | $72.7K | 0.05% | +1,500 | New |
| Evermay Wealth Management LLC | 1,485 | $72.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,481 | $71.8K | 0.00% | +466+45.9% | Added |
| LGT Financial Advisors LLC | 1,450 | $70.3K | 0.09% | −24−1.6% | Reduced |
| Rothschild Investment LLC | 1,426 | $69.1K | 0.01% | +1,426 | New |
| Concord Wealth Partners | 1,400 | $67.9K | 0.01% | −963−40.8% | Reduced |
| Pingora Partners LLC | 1,392 | $67.5K | 0.06% | +1,392 | New |
| TFC Financial Management | 1,389 | $67.4K | 0.01% | −1,203−46.4% | Reduced |
| Colonial Trust Advisors | 1,372 | $66.5K | 0.01% | −3,735−73.1% | Reduced |
| Carolinas Wealth Consulting LLC | 29,898 | $65.7K | 0.01% | −530−1.7% | Reduced |
| Castleview Partners, LLC | 1,279 | $62.0K | 0.04% | −7−0.5% | Reduced |
| CNB Bank | 1,229 | $59.6K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,218 | $59.0K | 0.00% | +666+120.7% | Added |
| Blume Capital Management, Inc. | 1,200 | $58.2K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,196 | $58.0K | 0.01% | −59−4.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,139 | $55.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,123 | $54.4K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 1,088 | $52.7K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,055 | $51.1K | 0.04% | +1,055 | New |
| Boyd Watterson Asset Management LLC | 1,052 | $51.0K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,047 | $51.0K | 0.01% | +785+299.6% | Added |
| Missouri Trust & Investment Co | 1,000 | $48.5K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,000 | $48.5K | 0.00% | +1,000 | New |
| Bollard Group LLC | 973 | $47.0K | 0.00% | −140−12.6% | Reduced |
| Prestige Wealth Management Group LLC | 950 | $46.1K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 948 | $46.0K | 0.00% | +218+29.9% | Added |
| JFS Wealth Advisors, LLC | 912 | $44.2K | 0.00% | −7−0.8% | Reduced |
| Global Financial Private Client, LLC | 906 | $43.9K | 0.02% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 900 | $43.6K | 0.02% | +900 | New |
| Laurel Wealth Advisors LLC | 884 | $42.9K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 825 | $40.0K | 0.02% | +825 | New |
| MB, Levis & Associates, LLC | 813 | $39.4K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 809 | $39.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 740 | $35.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 719 | $34.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 709 | $34.4K | 0.00% | −147−17.2% | Reduced |
| Evolution Advisers, Inc. | 700 | $34.0K | 0.02% | +700 | New |
| Baldwin Brothers Inc | 650 | $31.5K | 0.00% | −4,208−86.6% | Reduced |
| Voisard Asset Management Group, Inc. | 642 | $31.1K | 0.02% | +642 | New |
| Barclays PLC | 636 | $30.8K | 0.00% | −560−46.8% | Reduced |
| Financial Perspectives, Inc | 634 | $30.7K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 626 | $30.3K | 0.00% | +63+11.2% | Added |
| Oakworth Capital, Inc. | 618 | $30.0K | 0.00% | −12−1.9% | Reduced |
| SRS Capital Advisors, Inc. | 603 | $29.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 601 | $29.1K | 0.00% | +4+0.7% | Added |
| Godsey & Gibb Associates | 600 | $29.1K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 595 | $28.8K | 0.00% | +595 | New |
| Financial Avengers, Inc. | 581 | $28.2K | 0.02% | +4+0.7% | Added |
| Aspire Private Capital, LLC | 559 | $27.1K | 0.01% | −673−54.6% | Reduced |
| Life Planning Partners, Inc | 550 | $26.7K | 0.03% | +550 | New |
| Caldwell Sutter Capital, Inc. | 543 | $26.3K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 532 | $26.0K | 0.01% | −2−0.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 534 | $25.9K | 0.01% | −269−33.5% | Reduced |
| JJJ Advisors Inc. | 524 | $25.4K | 0.01% | −56−9.7% | Reduced |
| Focused Wealth Management, Inc | 519 | $25.1K | 0.00% | +4+0.8% | Added |
| City State Bank | 517 | $25.0K | 0.01% | +37+7.7% | Added |
| JNBA Financial Advisors | 507 | $24.6K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 498 | $24.1K | 0.01% | −54−9.8% | Reduced |
| Tortoise Investment Management, LLC | 477 | $23.1K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 480 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 469 | $22.7K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 443 | $21.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 436 | $21.1K | 0.00% | +308+240.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 449 | $21.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 422 | $20.5K | 0.00% | +2+0.5% | Added |
| Maryland Capital Advisors Inc. | 411 | $19.9K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 400 | $19.4K | 0.00% | −4,258−91.4% | Reduced |
| Barrett & Company, Inc. | 400 | $19.4K | 0.01% | −206−34.0% | Reduced |
| Webster Bank, N. A. | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 400 | $19.4K | 0.01% | 00.0% | Unchanged |
| Trust Co | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 400 | $19.4K | 0.01% | 00.0% | Unchanged |