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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 48,431 | $2.35M | 0.06% | +17,563+56.9% | Added |
| Quinn Opportunity Partners LLC | 48,000 | $2.33M | 0.27% | +42,000+700.0% | Added |
| Deutsche Bank AG | 47,801 | $2.32M | 0.00% | +29+0.1% | Added |
| Fiduciary Trust Co | 47,786 | $2.32M | 0.04% | +2,631+5.8% | Added |
| Capstone Investment Advisors, LLC | 46,862 | $2.27M | 0.04% | +46,862 | New |
| Mutual Advisors, LLC | 46,701 | $2.26M | 0.08% | +11,484+32.6% | Added |
| Arvest Investments, Inc. | 45,946 | $2.23M | 0.36% | +45,946 | New |
| Advisory Services Network, LLC | 45,585 | $2.21M | 0.05% | −5,964−11.6% | Reduced |
| SevenBridge Financial Group, LLC | 45,493 | $2.21M | 0.52% | −376−0.8% | Reduced |
| Legacy Wealth Management, LLC | 44,410 | $2.15M | 1.04% | −305−0.7% | Reduced |
| Yousif Capital Management, LLC | 43,997 | $2.13M | 0.03% | +2,630+6.4% | Added |
| Moors & Cabot, Inc. | 43,766 | $2.12M | 0.13% | +852+2.0% | Added |
| JustInvest LLC | 43,707 | $2.12M | 0.05% | −3,860−8.1% | Reduced |
| WCG Wealth Advisors LLC | 43,651 | $2.12M | 0.16% | −11,491−20.8% | Reduced |
| Texas Yale Capital Corp. | 43,270 | $2.10M | 0.10% | −955−2.2% | Reduced |
| FORA Capital, LLC | 43,180 | $2.09M | 0.18% | +43,180 | New |
| Capital Insight Partners, LLC | 43,028 | $2.09M | 0.43% | −655−1.5% | Reduced |
| Keystone Financial Planning, Inc. | 42,873 | $2.08M | 0.69% | +1,525+3.7% | Added |
| World Equity Group, Inc. | 42,658 | $2.07M | 0.41% | −1,182−2.7% | Reduced |
| Pinnacle Associates Ltd | 42,512 | $2.06M | 0.03% | −1,462−3.3% | Reduced |
| Bell Bank | 42,171 | $2.04M | 0.20% | +2,074+5.2% | Added |
| Forte Capital LLC | 41,725 | $2.02M | 0.28% | −1,730−4.0% | Reduced |
| Balentine LLC | 41,554 | $2.01M | 0.06% | +11,031+36.1% | Added |
| Trust Co of Vermont | 41,498 | $2.01M | 0.13% | −7,652−15.6% | Reduced |
| Anchor Investment Management, LLC | 41,459 | $2.01M | 0.23% | +2,750+7.1% | Added |
| Naviter Wealth, LLC | 41,387 | $2.01M | 0.40% | +2,950+7.7% | Added |
| HBW Advisory Services LLC | 41,350 | $2.00M | 0.38% | −258−0.6% | Reduced |
| Todd Asset Management LLC | 41,319 | $2.00M | 0.04% | −20,058−32.7% | Reduced |
| Earnest Partners LLC | 41,272 | $2.00M | 0.01% | −991−2.3% | Reduced |
| SkyOak Wealth, LLC | 40,963 | $1.99M | 0.52% | −887−2.1% | Reduced |
| Whittier Trust Co | 40,869 | $1.98M | 0.03% | −3,089−7.0% | Reduced |
| Foresight Capital Management Advisors, Inc. | 40,788 | $1.98M | 2.03% | +40,788 | New |
| Bleakley Financial Group, LLC | 40,582 | $1.97M | 0.06% | −374−0.9% | Reduced |
| Sawtooth Solutions, LLC | 40,481 | $1.96M | 0.05% | −475−1.2% | Reduced |
| CIBC Asset Management Inc | 40,432 | $1.96M | 0.01% | −21,922−35.2% | Reduced |
| Timber Creek Capital Management LLC | 40,376 | $1.96M | 0.67% | −1,362−3.3% | Reduced |
| Quadcap Wealth Management, LLC | 40,067 | $1.94M | 0.50% | +40,067 | New |
| HM Payson & Co | 39,999 | $1.94M | 0.04% | −7,843−16.4% | Reduced |
| Farther Finance Advisors, LLC | 39,808 | $1.93M | 0.14% | +32,755+464.4% | Added |
| Choate Investment Advisors | 39,654 | $1.92M | 0.06% | +18,187+84.7% | Added |
| Sowell Financial Services LLC | 39,291 | $1.91M | 0.10% | −2,817−6.7% | Reduced |
| Quantinno Capital Management LP | 39,163 | $1.90M | 0.07% | +11,727+42.7% | Added |
| Northwest Investment Counselors, LLC | 38,617 | $1.87M | 0.50% | −778−2.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 37,514 | $1.82M | 0.17% | +37,514 | New |
| Headlands Technologies LLC | 37,431 | $1.81M | 0.54% | +30,707+456.7% | Added |
| Greenup Street Wealth Management LLC | 37,284 | $1.81M | 0.50% | +37,284 | New |
| Pavion Blue Capital, LLC | 37,237 | $1.81M | 1.00% | +2,457+7.1% | Added |
| Wade G W & Inc | 37,166 | $1.80M | 0.06% | −694−1.8% | Reduced |
| Paradigm Asset Management Co LLC | 36,700 | $1.78M | 0.47% | 00.0% | Unchanged |
| State Street Corp | 36,557 | $1.77M | 0.00% | −2,773−7.1% | Reduced |
| Verdence Capital Advisors LLC | 35,742 | $1.73M | 0.17% | −6,098−14.6% | Reduced |
| Regatta Capital Group, LLC | 35,489 | $1.72M | 0.45% | −855−2.4% | Reduced |
| Great Valley Advisor Group, Inc. | 35,202 | $1.71M | 0.06% | +13,725+63.9% | Added |
| Pathway Financial Advisers, LLC | 35,205 | $1.71M | 0.65% | +1,011+3.0% | Added |
| Inlet Private Wealth, LLC | 34,626 | $1.68M | 0.51% | −17,035−33.0% | Reduced |
| Highland Capital Management, LLC | 34,577 | $1.68M | 0.10% | −200−0.6% | Reduced |
| Cardinal Capital Management | 34,265 | $1.66M | 0.31% | +247+0.7% | Added |
| Pacifica Partners Inc. | 34,620 | $1.65M | 0.81% | +4,180+13.7% | Added |
| First Hawaiian Bank | 34,001 | $1.65M | 0.05% | −297−0.9% | Reduced |
| Westhampton Capital, LLC | 33,561 | $1.63M | 0.97% | −1,671−4.7% | Reduced |
| London & Capital Asset Management Ltd | 33,473 | $1.62M | 0.14% | +2,927+9.6% | Added |
| Portside Wealth Group, LLC | 33,067 | $1.60M | 0.30% | −4,155−11.2% | Reduced |
| First Bank & Trust | 32,564 | $1.58M | 0.38% | −11,990−26.9% | Reduced |
| Fulton Bank, N.A. | 32,207 | $1.56M | 0.07% | −5,210−13.9% | Reduced |
| Signaturefd, LLC | 32,182 | $1.56M | 0.04% | −1,402−4.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 32,174 | $1.56M | 0.54% | −629−1.9% | Reduced |
| Redmond Asset Management, LLC | 32,083 | $1.56M | 0.50% | +1,593+5.2% | Added |
| Schechter Investment Advisors, LLC | 32,008 | $1.55M | 0.13% | −860−2.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 31,994 | $1.55M | 1.52% | −8,022−20.0% | Reduced |
| Hedges Asset Management LLC | 31,950 | $1.55M | 1.21% | +400+1.3% | Added |
| Americana Partners, LLC | 31,843 | $1.54M | 0.15% | +12,839+67.6% | Added |
| Drexel Morgan & Co. | 31,722 | $1.54M | 0.36% | +350+1.1% | Added |
| AE Wealth Management LLC | 31,627 | $1.53M | 0.01% | +4,607+17.1% | Added |
| Argent Trust Co | 31,521 | $1.53M | 0.08% | −2,202−6.5% | Reduced |
| Berkeley Capital Partners, LLC | 31,413 | $1.52M | 0.50% | −3,532−10.1% | Reduced |
| Sofos Investments, Inc. | 31,381 | $1.52M | 0.43% | +31,381 | New |
| KCM Investment Advisors LLC | 31,195 | $1.51M | 0.06% | −580−1.8% | Reduced |
| Old Second National Bank of Aurora | 30,842 | $1.50M | 0.41% | −2,441−7.3% | Reduced |
| Columbus Macro, LLC | 30,479 | $1.48M | 0.58% | +24+0.1% | Added |
| Delta Capital Management LLC | 30,450 | $1.48M | 1.03% | −225−0.7% | Reduced |
| RBF Capital, LLC | 30,000 | $1.45M | 0.09% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 29,840 | $1.45M | 0.04% | +13,234+79.7% | Added |
| Signet Investment Advisory Group, Inc. | 29,801 | $1.44M | 0.87% | +1,428+5.0% | Added |
| JPL Wealth Management, LLC | 29,513 | $1.43M | 1.03% | +29,513 | New |
| Baker Tilly Wealth Management, LLC | 29,484 | $1.43M | 0.23% | +1,837+6.6% | Added |
| Slocum, Gordon & Co LLP | 29,200 | $1.42M | 1.24% | −116−0.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 29,104 | $1.41M | 0.05% | −446−1.5% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 28,953 | $1.40M | 1.61% | −2,046−6.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 28,935 | $1.40M | 0.08% | −963−3.2% | Reduced |
| Ceera Investments, LLC | 28,595 | $1.39M | 0.65% | −5,960−17.2% | Reduced |
| Commerce Bank | 28,562 | $1.38M | 0.01% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 28,119 | $1.36M | 0.61% | −2,811−9.1% | Reduced |
| ICW Investment Advisors LLC | 27,824 | $1.35M | 0.66% | +698+2.6% | Added |
| Mount Yale Investment Advisors, LLC | 27,798 | $1.35M | 0.13% | +723+2.7% | Added |
| Credential Qtrade Securities Inc. | 27,413 | $1.33M | 0.08% | −2,803−9.3% | Reduced |
| Ritholtz Wealth Management | 27,330 | $1.32M | 0.05% | +2,698+11.0% | Added |
| Intrust Bank NA | 27,042 | $1.31M | 0.15% | −1,978−6.8% | Reduced |
| Cetera Advisors LLC | 26,905 | $1.30M | 0.02% | +275+1.0% | Added |
| Buffington Mohr McNeal | 26,861 | $1.30M | 0.26% | +1,630+6.5% | Added |
| Vident Advisory, LLC | 26,741 | $1.30M | 0.03% | +2,260+9.2% | Added |