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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 26,676 | $1.29M | 0.14% | +43+0.2% | Added |
| Chesapeake Asset Management LLC | 26,202 | $1.27M | 1.13% | −200−0.8% | Reduced |
| Colony Group, LLC | 26,084 | $1.26M | 0.02% | +26,084 | New |
| Tectonic Advisors LLC | 25,818 | $1.25M | 0.10% | −637−2.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 25,757 | $1.25M | 0.32% | −15,331−37.3% | Reduced |
| Prudential Financial Inc | 25,124 | $1.22M | 0.00% | −4,281−14.6% | Reduced |
| Horizon Investments, LLC | 25,058 | $1.21M | 0.03% | −23,377−48.3% | Reduced |
| Capstone Financial Advisors, Inc. | 25,051 | $1.21M | 0.09% | +238+1.0% | Added |
| National Asset Management, Inc. | 24,998 | $1.21M | 0.03% | −4,549−15.4% | Reduced |
| River Wealth Advisors LLC | 24,667 | $1.20M | 0.19% | −2,894−10.5% | Reduced |
| Group One Trading, L.P. | 24,640 | $1.19M | 0.04% | +3,031+14.0% | Added |
| Guardian Wealth Management, Inc. | 24,412 | $1.18M | 1.00% | −1,812−6.9% | Reduced |
| Valeo Financial Advisors, LLC | 24,397 | $1.18M | 0.05% | −123−0.5% | Reduced |
| Rodgers Brothers Inc. | 24,254 | $1.18M | 0.19% | +250+1.0% | Added |
| Chiron Capital Management, LLC | 24,200 | $1.17M | 1.02% | +1,600+7.1% | Added |
| Victory Capital Management Inc | 24,199 | $1.17M | 0.00% | −6,212−20.4% | Reduced |
| Arjuna Capital | 24,187 | $1.17M | 0.37% | +2,876+13.5% | Added |
| Janus Henderson Group PLC | 24,118 | $1.17M | 0.00% | +946+4.1% | Added |
| Weatherly Asset Management L. P. | 23,926 | $1.16M | 0.12% | −9,343−28.1% | Reduced |
| Dodge & Cox | 23,900 | $1.16M | 0.00% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 23,813 | $1.15M | 0.39% | −807−3.3% | Reduced |
| Fayez Sarofim & Co | 22,651 | $1.15M | 0.00% | −1,000−4.2% | Reduced |
| Mitchell Sinkler & Starr | 23,569 | $1.14M | 0.21% | +9,474+67.2% | Added |
| Thoroughbred Financial Services, LLC | 23,448 | $1.14M | 0.09% | −12,986−35.6% | Reduced |
| Financial Counselors Inc | 23,370 | $1.13M | 0.02% | −719−3.0% | Reduced |
| Insigneo Advisory Services, LLC | 23,361 | $1.13M | 0.16% | −403−1.7% | Reduced |
| Principal Securities, Inc. | 23,321 | $1.13M | 0.04% | +23,321 | New |
| Capital Investment Advisory Services, LLC | 23,229 | $1.13M | 0.11% | −397−1.7% | Reduced |
| Welch & Forbes LLC | 22,794 | $1.11M | 0.02% | −500−2.1% | Reduced |
| Catalyst Capital Advisors LLC | 22,760 | $1.10M | 0.03% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 22,751 | $1.10M | 0.18% | −755−3.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 22,700 | $1.10M | 0.02% | −2,403−9.6% | Reduced |
| Bartlett & Co. LLC | 22,700 | $1.10M | 0.02% | −2,403−9.6% | Reduced |
| Fluent Financial, LLC | 22,593 | $1.10M | 0.65% | −1,571−6.5% | Reduced |
| Guggenheim Capital LLC | 22,328 | $1.08M | 0.01% | −2,811−11.2% | Reduced |
| Griffin Asset Management, Inc. | 22,315 | $1.08M | 0.14% | −60−0.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 22,313 | $1.08M | 0.78% | −1,650−6.9% | Reduced |
| 1832 Asset Management L.P. | 22,272 | $1.08M | 0.00% | −1,122−4.8% | Reduced |
| Qtron Investments LLC | 22,144 | $1.07M | 0.18% | −4,828−17.9% | Reduced |
| Synovus Financial Corp | 22,136 | $1.07M | 0.02% | +113+0.5% | Added |
| Aua Capital Management, LLC | 21,982 | $1.07M | 0.66% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 21,874 | $1.06M | 0.20% | −1,601−6.8% | Reduced |
| Avidian Wealth Solutions, LLC | 21,616 | $1.05M | 0.07% | +216+1.0% | Added |
| Prospera Financial Services Inc | 21,543 | $1.04M | 0.03% | +2,243+11.6% | Added |
| Keystone Financial Group | 21,529 | $1.04M | 0.18% | +416+2.0% | Added |
| Optimist Retirement Group LLC | 21,463 | $1.04M | 0.68% | +21,463 | New |
| D.A. Davidson & Co. | 21,379 | $1.04M | 0.01% | +2,209+11.5% | Added |
| TD Waterhouse Canada Inc. | 20,457 | $1.03M | 0.01% | −10,374−33.6% | Reduced |
| Waldron Private Wealth LLC | 21,213 | $1.03M | 0.05% | +374+1.8% | Added |
| Stratos Wealth Partners, LTD. | 21,024 | $1.02M | 0.02% | −57−0.3% | Reduced |
| Tower Bridge Advisors | 20,918 | $1.01M | 0.09% | −700−3.2% | Reduced |
| Umb Bank N A | 20,834 | $1.01M | 0.01% | −2,892−12.2% | Reduced |
| First County Bank | 20,806 | $1.01M | 0.49% | −2,170−9.4% | Reduced |
| Long Run Wealth Advisors, LLC | 20,804 | $1.01M | 0.29% | −574−2.7% | Reduced |
| FDx Advisors, Inc. | 20,314 | $985.0K | 0.08% | −1,395−6.4% | Reduced |
| Costello Asset Management, INC | 20,190 | $978.8K | 0.81% | −15,335−43.2% | Reduced |
| Northwest & Ethical Investments L.P. | 19,984 | $968.8K | 0.03% | −384−1.9% | Reduced |
| Parallel Advisors, LLC | 19,954 | $967.4K | 0.03% | −1,021−4.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 19,872 | $963.4K | 0.07% | −5,537−21.8% | Reduced |
| OmniStar Financial Group, Inc. | 19,860 | $962.8K | 1.21% | −378−1.9% | Reduced |
| Foyston, Gordon, & Payne Inc | 19,849 | $962.3K | 0.24% | −3,291−14.2% | Reduced |
| Columbia Asset Management | 19,845 | $962.0K | 0.20% | +525+2.7% | Added |
| Eley Financial Management, Inc | 19,823 | $961.0K | 0.45% | +164+0.8% | Added |
| Ativo Capital Management LLC | 19,700 | $955.1K | 1.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 19,617 | $951.1K | 0.32% | −1,127−5.4% | Reduced |
| Greenwood Capital Associates LLC | 19,507 | $945.7K | 0.12% | +287+1.5% | Added |
| Valley National Advisers Inc | 19,305 | $935.0K | 0.15% | −389−2.0% | Reduced |
| Point72 Asset Management, L.P. | 19,200 | $930.8K | 0.00% | +19,200 | New |
| Scott & Selber, Inc. | 19,137 | $928.0K | 0.35% | −217−1.1% | Reduced |
| Voya Financial Advisors, Inc. | 19,111 | $926.5K | 0.11% | −259−1.3% | Reduced |
| Northstar Group, Inc. | 18,876 | $915.1K | 0.20% | −179−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 18,815 | $912.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18,507 | $897.2K | 0.08% | +1,746+10.4% | Added |
| Fifth Third Bancorp | 18,385 | $891.3K | 0.00% | −6,437−25.9% | Reduced |
| Spire Wealth Management | 18,722 | $883.1K | 0.03% | −884−4.5% | Reduced |
| First Manhattan Co | 18,211 | $882.9K | 0.00% | −895−4.7% | Reduced |
| Northeast Investment Management | 18,150 | $879.9K | 0.05% | −11,240−38.2% | Reduced |
| Norden Group LLC | 18,112 | $878.1K | 0.15% | −5,926−24.7% | Reduced |
| HighPoint Advisor Group LLC | 17,528 | $870.0K | 0.06% | +17,528 | New |
| GoalVest Advisory LLC | 17,919 | $868.7K | 0.38% | +1,917+12.0% | Added |
| Virtu Financial LLC | 17,877 | $867.0K | 0.07% | +17,877 | New |
| MAI Capital Management | 17,422 | $844.6K | 0.01% | −30−0.2% | Reduced |
| First Pacific Financial | 17,235 | $835.5K | 0.26% | −56−0.3% | Reduced |
| NBC Securities, Inc. | 17,087 | $828.0K | 0.08% | −319−1.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 17,063 | $827.2K | 0.47% | −204−1.2% | Reduced |
| Simplex Trading, LLC | 17,047 | $826.0K | 0.03% | +17,047 | New |
| Brown Brothers Harriman & Co | 16,993 | $823.8K | 0.01% | −1,050−5.8% | Reduced |
| Weik Capital Management | 16,900 | $819.3K | 0.38% | −1,505−8.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 16,808 | $815.0K | 0.02% | +5,042+42.9% | Added |
| Checchi Capital Advisers, LLC | 16,794 | $814.2K | 0.07% | −2,166−11.4% | Reduced |
| Raleigh Capital Management Inc. | 16,662 | $807.8K | 0.38% | −12,174−42.2% | Reduced |
| Curbstone Financial Management Corp | 16,628 | $806.1K | 0.18% | −300−1.8% | Reduced |
| Hanson & Doremus Investment Management | 16,490 | $799.0K | 0.15% | +2,752+20.0% | Added |
| First Affirmative Financial Network | 16,373 | $793.8K | 0.63% | +1,115+7.3% | Added |
| Wynn Capital, LLC | 16,320 | $791.2K | 0.65% | +16,320 | New |
| XTX Topco Ltd | 16,299 | $790.2K | 0.17% | +16,299 | New |
| Hilltop Holdings Inc. | 16,227 | $786.6K | 0.09% | −1,963−10.8% | Reduced |
| Sapient Capital LLC | 16,184 | $784.6K | 0.02% | +16,184 | New |
| Moreno Evelyn V | 16,034 | $777.3K | 0.37% | +270+1.7% | Added |
| Exchange Capital Management, Inc. | 16,022 | $776.7K | 0.14% | −510−3.1% | Reduced |