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 |
|---|---|---|---|---|---|
| Zevin Asset Management LLC | 294,925 | $14.3M | 2.57% | −296−0.1% | Reduced |
| Causeway Capital Management LLC | 293,724 | $14.2M | 0.36% | −50,058−14.6% | Reduced |
| Ycg, LLC | 292,337 | $14.2M | 1.17% | −240−0.1% | Reduced |
| Yacktman Asset Management LP | 290,653 | $14.1M | 0.13% | −7,579−2.5% | Reduced |
| Citigroup Inc | 270,570 | $13.1M | 0.02% | −402,289−59.8% | Reduced |
| D. E. Shaw & Co., Inc. | 270,318 | $13.1M | 0.02% | +270,318 | New |
| MML Investors Services, LLC | 263,112 | $12.8M | 0.06% | +19,634+8.1% | Added |
| Reynders McVeigh Capital Management, LLC | 243,814 | $11.8M | 0.75% | −117,794−32.6% | Reduced |
| Modera Wealth Management, LLC | 237,988 | $11.5M | 0.19% | +7,589+3.3% | Added |
| Richard C. Young & CO., LTD. | 235,523 | $11.4M | 1.53% | +600+0.3% | Added |
| Creative Planning | 235,409 | $11.4M | 0.02% | −27,588−10.5% | Reduced |
| Old Mission Capital LLC | 235,349 | $11.4M | 0.32% | +107,139+83.6% | Added |
| Aquatic Capital Management LLC | 231,700 | $11.2M | 0.29% | +231,700 | New |
| Russell Investments Group, Ltd. | 231,683 | $11.2M | 0.02% | +91,836+65.7% | Added |
| Wallace Capital Management Inc. | 217,293 | $10.5M | 1.57% | −2,571−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 214,092 | $10.4M | 0.22% | +7,344+3.6% | Added |
| GFS Advisors, LLC | 209,138 | $10.1M | 1.48% | +953+0.5% | Added |
| Templeton & Phillips Capital Management, LLC | 203,383 | $9.86M | 10.05% | −7,415−3.5% | Reduced |
| Managed Asset Portfolios, LLC | 197,429 | $9.57M | 1.45% | −110.0% | Reduced |
| XML Financial, LLC | 190,288 | $9.23M | 0.97% | −2,356−1.2% | Reduced |
| Franklin Resources Inc | 189,389 | $9.18M | 0.00% | −55,233−22.6% | Reduced |
| TownSquare Capital, LLC | 188,744 | $9.15M | 0.16% | −11,404−5.7% | Reduced |
| Cresset Asset Management, LLC | 187,111 | $9.07M | 0.06% | −20,760−10.0% | Reduced |
| First Personal Financial Services | 182,752 | $8.86M | 2.16% | −12,556−6.4% | Reduced |
| Easterly Investment Partners LLC | 182,155 | $8.83M | 0.95% | +167,971+1,184.2% | Added |
| Sustainable Growth Advisers, LP | 181,463 | $8.80M | 0.04% | +52,805+41.0% | Added |
| Clean Yield Group | 179,667 | $8.71M | 3.67% | +2,970+1.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 179,569 | $8.71M | 0.04% | −21,504−10.7% | Reduced |
| Citadel Advisors LLC | 176,847 | $8.57M | 0.01% | +176,847 | New |
| Cary Street Partner Investment Advisory LLC | 174,887 | $8.48M | 0.40% | −2,728−1.5% | Reduced |
| Rockland Trust Co | 174,234 | $8.45M | 0.46% | +19,861+12.9% | Added |
| Pathstone Holdings, LLC | 174,088 | $8.44M | 0.05% | +174,088 | New |
| Nicholas Company, Inc. | 173,600 | $8.42M | 0.15% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 171,149 | $8.30M | 0.05% | −6,378−3.6% | Reduced |
| American Assets Investment Management, LLC | 170,000 | $8.24M | 0.85% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 166,763 | $8.08M | 1.79% | −500−0.3% | Reduced |
| Jennison Associates LLC | 165,791 | $8.04M | 0.01% | +165,791 | New |
| Susquehanna International Group, LLP | 164,598 | $7.98M | 0.01% | −19,932−10.8% | Reduced |
| Gabelli Funds LLC | 163,745 | $7.94M | 0.06% | −3,547−2.1% | Reduced |
| Alerus Financial NA | 161,200 | $7.81M | 0.64% | +9,869+6.5% | Added |
| Baird Financial Group, Inc. | 160,947 | $7.80M | 0.02% | −25,117−13.5% | Reduced |
| Sound Income Strategies, LLC | 159,515 | $7.73M | 0.64% | +11,700+7.9% | Added |
| CWM, LLC | 159,310 | $7.72M | 0.04% | −14,474−8.3% | Reduced |
| Beacon Pointe Advisors, LLC | 159,237 | $7.72M | 0.09% | −143,252−47.4% | Reduced |
| Becker Capital Management Inc | 157,007 | $7.61M | 0.27% | −215,764−57.9% | Reduced |
| Philadelphia Trust Co | 155,360 | $7.53M | 0.71% | −2,320−1.5% | Reduced |
| Martin Capital Partners, LLC | 153,690 | $7.45M | 3.04% | −9,865−6.0% | Reduced |
| Guardian Capital LP | 150,396 | $7.29M | 0.26% | −2,370−1.6% | Reduced |
| Advocate Group LLC | 149,061 | $7.23M | 1.55% | −12,394−7.7% | Reduced |
| Systematic Alpha Investments, LLC | 147,881 | $7.17M | 0.32% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 146,884 | $7.12M | 0.09% | +447+0.3% | Added |
| Mercer Global Advisors Inc | 145,806 | $7.07M | 0.02% | −20,262−12.2% | Reduced |
| ProVise Management Group, LLC | 144,539 | $7.01M | 0.59% | +13,045+9.9% | Added |
| Clearbridge Investments, LLC | 144,271 | $6.99M | 0.01% | +6,663+4.8% | Added |
| Brinker Capital Investments, LLC | 136,043 | $6.70M | 0.08% | −30,820−18.5% | Reduced |
| Orion Portfolio Solutions, LLC | 136,043 | $6.70M | 0.08% | −30,820−18.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 137,529 | $6.67M | 0.52% | −56,403−29.1% | Reduced |
| Duality Advisers, LP | 136,714 | $6.63M | 0.70% | +136,714 | New |
| Sanders Capital, LLC | 136,080 | $6.60M | 0.01% | −1,300−0.9% | Reduced |
| Destination Wealth Management | 133,538 | $6.47M | 0.22% | −13,577−9.2% | Reduced |
| Alpha Cubed Investments, LLC | 132,718 | $6.43M | 0.36% | −47,636−26.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 131,846 | $6.39M | 0.24% | −3,272−2.4% | Reduced |
| Silvercrest Asset Management Group LLC | 131,461 | $6.37M | 0.05% | +3,365+2.6% | Added |
| Blair William & Co | 130,578 | $6.33M | 0.02% | −8,443−6.1% | Reduced |
| Putnam Investments LLC | 128,580 | $6.23M | 0.01% | +370.0% | Added |
| Oxbow Advisors, LLC | 126,696 | $6.14M | 0.93% | +91,565+260.6% | Added |
| Mar Vista Investment Partners LLC | 125,473 | $6.08M | 0.28% | +16,902+15.6% | Added |
| Hantz Financial Services, Inc. | 123,589 | $5.99M | 0.13% | −26,795−17.8% | Reduced |
| Live Oak Private Wealth LLC | 122,920 | $5.96M | 1.12% | −1,824−1.5% | Reduced |
| Tweedy, Browne Co LLC | 122,017 | $5.92M | 0.29% | −11,245−8.4% | Reduced |
| US Bancorp | 121,913 | $5.91M | 0.01% | −10,911−8.2% | Reduced |
| One Capital Management, LLC | 120,651 | $5.85M | 0.23% | +2,183+1.8% | Added |
| Guyasuta Investment Advisors Inc | 119,655 | $5.80M | 0.42% | −6,554−5.2% | Reduced |
| Windle Wealth, LLC | 119,608 | $5.80M | 4.07% | +61+0.1% | Added |
| Keating Investment Counselors Inc | 118,098 | $5.73M | 2.05% | −6,680−5.4% | Reduced |
| Kornitzer Capital Management Inc | 116,371 | $5.64M | 0.11% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 113,486 | $5.61M | 0.53% | −703−0.6% | Reduced |
| Barry Investment Advisors, LLC | 114,905 | $5.57M | 1.88% | −2,244−1.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 114,169 | $5.53M | 0.02% | +105,599+1,232.2% | Added |
| Hamilton Point Investment Advisors, LLC | 113,348 | $5.50M | 1.11% | +1,412+1.3% | Added |
| Chartwell Investment Partners, LLC | 112,889 | $5.47M | 0.19% | +19,032+20.3% | Added |
| Fiera Capital Corp | 111,555 | $5.41M | 0.02% | −1,569−1.4% | Reduced |
| Kavar Capital Partners Group, LLC | 107,785 | $5.23M | 0.58% | −9,603−8.2% | Reduced |
| Jacobs & Co | 106,478 | $5.16M | 0.59% | +1,072+1.0% | Added |
| Fort Washington Investment Advisors Inc | 105,328 | $5.11M | 0.04% | −2,803−2.6% | Reduced |
| tru Independence LLC | 105,237 | $5.10M | 1.55% | −1,412−1.3% | Reduced |
| Auxier Asset Management | 105,003 | $5.09M | 0.82% | −500−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 104,397 | $5.06M | 0.02% | −14,033−11.8% | Reduced |
| Moran Wealth Management, LLC | 104,264 | $5.05M | 0.18% | +104,264 | New |
| Portland Global Advisors LLC | 104,155 | $5.05M | 0.76% | +2,276+2.2% | Added |
| QRG Capital Management, Inc. | 102,527 | $4.97M | 0.07% | −6,759−6.2% | Reduced |
| Transform Wealth, LLC | 101,315 | $4.91M | 0.48% | −4,084−3.9% | Reduced |
| Cubist Systematic Strategies, LLC | 99,292 | $4.81M | 0.06% | +71,631+259.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 98,541 | $4.78M | 0.01% | −6,758−6.4% | Reduced |
| Butensky & Cohen Financial Security, Inc | 96,676 | $4.69M | 1.56% | +202+0.2% | Added |
| Motco | 96,476 | $4.68M | 0.30% | −10,825−10.1% | Reduced |
| Cerity Partners LLC | 96,377 | $4.67M | 0.02% | +7,540+8.5% | Added |
| Headinvest, LLC | 94,788 | $4.60M | 0.96% | +9,680+11.4% | Added |
| Hennessy Advisors Inc | 93,800 | $4.55M | 0.23% | −5,400−5.4% | Reduced |
| Coston, McIsaac & Partners | 92,835 | $4.50M | 1.57% | +2,461+2.7% | Added |