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 |
|---|---|---|---|---|---|
| Oak Ridge Investments LLC | 92,174 | $4.47M | 0.51% | −1,064−1.1% | Reduced |
| Snowden Capital Advisors LLC | 90,647 | $4.39M | 0.17% | +1,133+1.3% | Added |
| Cetera Investment Advisers | 88,558 | $4.29M | 0.03% | −18,815−17.5% | Reduced |
| Assetmark, Inc | 83,930 | $4.07M | 0.01% | −4,400−5.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 83,375 | $4.04M | 0.00% | −3,272−3.8% | Reduced |
| SYSTM Wealth Solutions LLC | 82,870 | $4.02M | 0.56% | −13,199−13.7% | Reduced |
| Clear Street Markets LLC | 82,677 | $4.01M | 1.61% | +31,840+62.6% | Added |
| Ethic Inc. | 82,289 | $3.99M | 0.12% | −2,000−2.4% | Reduced |
| Stablepoint Partners, LLC | 82,207 | $3.99M | 1.02% | +82,207 | New |
| Lorne Steinberg Wealth Management Inc. | 81,540 | $3.95M | 1.33% | −325−0.4% | Reduced |
| Kestra Advisory Services, LLC | 80,757 | $3.92M | 0.03% | −2,734−3.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 79,448 | $3.85M | 0.01% | −4,888−5.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 78,638 | $3.81M | 0.06% | +66,212+532.9% | Added |
| Exencial Wealth Advisors, LLC | 77,917 | $3.78M | 0.15% | −7,518−8.8% | Reduced |
| Avantax Advisory Services, Inc. | 77,089 | $3.74M | 0.04% | −1,855−2.3% | Reduced |
| Stansberry Asset Management, LLC | 76,800 | $3.72M | 0.62% | −42,991−35.9% | Reduced |
| Bonness Enterprises Inc | 76,040 | $3.69M | 1.54% | 00.0% | Unchanged |
| Sandy Spring Bank | 75,578 | $3.66M | 0.18% | −1,300−1.7% | Reduced |
| Atria Investments LLC | 75,415 | $3.66M | 0.06% | −16,170−17.7% | Reduced |
| Meritage Portfolio Management | 75,306 | $3.65M | 0.24% | +271+0.4% | Added |
| Ancora Advisors, LLC | 73,326 | $3.55M | 0.08% | +322+0.4% | Added |
| Keybank National Association | 71,859 | $3.48M | 0.02% | +2,359+3.4% | Added |
| Davenport & Co LLC | 71,838 | $3.48M | 0.02% | −23,171−24.4% | Reduced |
| Atria Wealth Solutions, Inc. | 70,153 | $3.40M | 0.04% | −585−0.8% | Reduced |
| Dynamic Advisor Solutions LLC | 69,026 | $3.37M | 0.13% | +61,313+794.9% | Added |
| Zions Bancorporation, N.A. | 69,398 | $3.36M | 0.23% | −42,052−37.7% | Reduced |
| Narwhal Capital Management | 69,223 | $3.36M | 0.37% | −9,543−12.1% | Reduced |
| Beacon Financial Group | 69,070 | $3.35M | 0.41% | −448−0.6% | Reduced |
| Tevis Investment Management | 68,933 | $3.34M | 3.08% | +1,613+2.4% | Added |
| Rockefeller Capital Management L.P. | 68,862 | $3.34M | 0.01% | +234+0.3% | Added |
| Guardian Capital Advisors LP | 67,184 | $3.31M | 0.34% | −72,219−51.8% | Reduced |
| Invesco Ltd. | 67,311 | $3.26M | 0.00% | −1,699−2.5% | Reduced |
| Johnson Investment Counsel Inc | 66,606 | $3.23M | 0.04% | −20,461−23.5% | Reduced |
| Perpetual Ltd | 65,985 | $3.20M | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 65,607 | $3.18M | 0.11% | −30,237−31.5% | Reduced |
| Courier Capital LLC | 65,565 | $3.18M | 0.24% | −2,462−3.6% | Reduced |
| Quotient Wealth Partners, LLC | 65,178 | $3.16M | 0.12% | +65,178 | New |
| Oppenheimer & Co Inc | 65,160 | $3.16M | 0.06% | +9,040+16.1% | Added |
| Regions Financial Corp | 64,494 | $3.13M | 0.03% | −1,478−2.2% | Reduced |
| Advisors Management Group Inc | 63,737 | $3.09M | 0.84% | +561+0.9% | Added |
| apricus wealth, LLC | 63,622 | $3.08M | 2.35% | +325+0.5% | Added |
| Keene & Associates, Inc. | 63,419 | $3.07M | 2.55% | −500−0.8% | Reduced |
| GWM Advisors LLC | 63,103 | $3.05M | 0.03% | −541,996−89.6% | Reduced |
| GYL Financial Synergies, LLC | 62,848 | $3.05M | 0.25% | −2,176−3.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 62,437 | $3.03M | 0.04% | +2,244+3.7% | Added |
| Logan Capital Management Inc | 61,996 | $3.01M | 0.14% | +1,598+2.6% | Added |
| Cary Street Partners Asset Management LLC | 61,913 | $3.00M | 0.51% | −2,559−4.0% | Reduced |
| Dakota Wealth Management | 61,896 | $3.00M | 0.12% | +473+0.8% | Added |
| Private Advisor Group, LLC | 61,783 | $3.00M | 0.02% | +3,976+6.9% | Added |
| Beach Investment Counsel Inc | 61,396 | $2.98M | 0.37% | −13,260−17.8% | Reduced |
| Autumn Glory Partners, LLC | 61,377 | $2.97M | 1.69% | +1,859+3.1% | Added |
| Schonfeld Strategic Advisors LLC | 61,008 | $2.96M | 0.02% | +61,008 | New |
| Royce & Associates LP | 61,000 | $2.96M | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 60,165 | $2.92M | 0.08% | −6,847−10.2% | Reduced |
| CIBC Private Wealth Group, LLC | 59,849 | $2.90M | 0.01% | +595+1.0% | Added |
| Kanawha Capital Management LLC | 59,754 | $2.90M | 0.27% | −9,289−13.5% | Reduced |
| Berkshire Bank | 59,492 | $2.88M | 0.76% | +1,266+2.2% | Added |
| Strategic Advisors LLC | 59,212 | $2.87M | 0.54% | −82−0.1% | Reduced |
| Prentiss Smith & Co Inc | 59,124 | $2.87M | 2.14% | −2,955−4.8% | Reduced |
| Azzad Asset Management Inc | 58,546 | $2.84M | 0.36% | +1,541+2.7% | Added |
| M. Kulyk & Associates, LLC | 58,510 | $2.84M | 0.66% | +3,262+5.9% | Added |
| Quantbot Technologies LP | 58,345 | $2.83M | 0.16% | +58,345 | New |
| Heartland Advisors Inc | 57,514 | $2.79M | 0.15% | −4,411−7.1% | Reduced |
| GSB Wealth Management, LLC | 57,440 | $2.78M | 0.86% | −1,964−3.3% | Reduced |
| Veriti Management LLC | 57,240 | $2.78M | 0.25% | +6,307+12.4% | Added |
| We Are One Seven, LLC | 57,210 | $2.77M | 0.16% | +5,042+9.7% | Added |
| Cambridge Trust Co | 57,157 | $2.77M | 0.12% | −558−1.0% | Reduced |
| Apollon Wealth Management, LLC | 57,156 | $2.77M | 0.10% | +36,693+179.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 56,878 | $2.77M | 0.03% | −804−1.4% | Reduced |
| Smithbridge Asset Management Inc | 57,072 | $2.77M | 0.63% | +1,278+2.3% | Added |
| Gilman Hill Asset Management, LLC | 56,351 | $2.73M | 0.51% | −4,005−6.6% | Reduced |
| Old Port Advisors | 56,304 | $2.73M | 0.91% | −753−1.3% | Reduced |
| Allen Capital Group, LLC | 56,238 | $2.73M | 0.45% | −3,215−5.4% | Reduced |
| Anchor Capital Advisors LLC | 56,128 | $2.72M | 0.07% | −2,134−3.7% | Reduced |
| Hall Laurie J Trustee | 55,991 | $2.71M | 1.04% | +175+0.3% | Added |
| Naples Global Advisors, LLC | 55,734 | $2.70M | 0.30% | −450−0.8% | Reduced |
| Wetherby Asset Management Inc | 54,974 | $2.67M | 0.14% | −5,538−9.2% | Reduced |
| Stephens Inc | 54,851 | $2.66M | 0.05% | −1,345−2.4% | Reduced |
| Rhumbline Advisers | 54,062 | $2.62M | 0.00% | +149+0.3% | Added |
| Park Avenue Securities LLC | 53,467 | $2.59M | 0.04% | −2,832−5.0% | Reduced |
| Peapack Gladstone Financial Corp | 53,305 | $2.58M | 0.04% | +1,163+2.2% | Added |
| Charles Schwab Investment Management Inc | 53,131 | $2.58M | 0.00% | +1,773+3.5% | Added |
| Advisors Asset Management, Inc. | 51,799 | $2.51M | 0.05% | −1,554−2.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 51,518 | $2.50M | 0.09% | +51,518 | New |
| CAPROCK Group, Inc. | 51,021 | $2.47M | 0.16% | −11,266−18.1% | Reduced |
| Bard Financial Services, Inc. | 50,795 | $2.46M | 0.28% | −525−1.0% | Reduced |
| Charter Trust Co | 50,383 | $2.44M | 0.18% | +1,362+2.8% | Added |
| Benedict Financial Advisors Inc | 50,335 | $2.44M | 0.66% | −71−0.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 50,136 | $2.43M | 0.47% | −1,884−3.6% | Reduced |
| Arlington Partners LLC | 50,116 | $2.43M | 0.70% | −7,749−13.4% | Reduced |
| Capital Investment Counsel, LLC | 50,025 | $2.43M | 0.91% | +50,025 | New |
| Glenmede Trust Co NA | 49,987 | $2.42M | 0.01% | +1,989+4.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 49,873 | $2.42M | 0.02% | −49,411−49.8% | Reduced |
| Allen Wealth Management, LLC | 49,820 | $2.42M | 2.37% | +49,820 | New |
| Meridian Wealth Management, LLC | 49,704 | $2.41M | 0.15% | +49,704 | New |
| Kennon-Green & Company, LLC | 49,370 | $2.39M | 2.43% | −10,001−16.8% | Reduced |
| Thomasville National Bank | 49,280 | $2.39M | 0.21% | +754+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 49,125 | $2.38M | 0.00% | +2,728+5.9% | Added |
| Arvest Trust Co N A | 48,987 | $2.37M | 0.14% | −4,418−8.3% | Reduced |
| Callahan Advisors, LLC | 48,635 | $2.36M | 0.27% | 00.0% | Unchanged |