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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 16,021 | $776.7K | 0.02% | +2,544+18.9% | Added |
| GTS Securities LLC | 16,012 | $776.3K | 0.02% | −471−2.9% | Reduced |
| Banco de Sabadell, S.A | 15,951 | $775.0K | 0.59% | −41−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 15,906 | $771.1K | 0.01% | −4,832−23.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 15,912 | $771.0K | 0.08% | +15,912 | New |
| DFPG Investments, LLC | 15,824 | $769.7K | 0.06% | −397−2.4% | Reduced |
| Abundance Wealth Counselors | 15,865 | $769.0K | 0.20% | +1,712+12.1% | Added |
| Roundview Capital LLC | 15,848 | $768.3K | 0.07% | −1,164−6.8% | Reduced |
| BCGM Wealth Management, LLC | 15,827 | $767.3K | 0.31% | +706+4.7% | Added |
| Huntington National Bank | 15,709 | $761.6K | 0.01% | −55−0.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 15,642 | $758.3K | 0.24% | −1,494−8.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,607 | $756.6K | 0.05% | +30.0% | Added |
| Essex Financial Services, Inc. | 15,576 | $755.1K | 0.08% | −582−3.6% | Reduced |
| Israel Discount Bank of New York | 15,519 | $752.4K | 0.59% | 00.0% | Unchanged |
| LCM Capital Management Inc | 15,483 | $750.6K | 0.54% | +54+0.3% | Added |
| Old National Bancorp | 15,311 | $742.3K | 0.02% | −885−5.5% | Reduced |
| True Wealth Design, LLC | 15,185 | $736.2K | 0.21% | +249+1.7% | Added |
| Semmax Financial Advisors Inc. | 14,641 | $733.5K | 0.27% | +567+4.0% | Added |
| Leisure Capital Management | 15,100 | $732.0K | 0.40% | −5,705−27.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 15,082 | $731.2K | 0.30% | 00.0% | Unchanged |
| BancorpSouth Bank | 15,079 | $731.0K | 0.06% | −746−4.7% | Reduced |
| Aberdeen Wealth Management LLC | 15,000 | $727.2K | 0.53% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 14,900 | $722.4K | 0.09% | −975−6.1% | Reduced |
| Concurrent Investment Advisors, LLC | 14,866 | $720.7K | 0.03% | +14,866 | New |
| DMG Group, LLC | 14,725 | $713.9K | 0.67% | −740−4.8% | Reduced |
| River Street Advisors LLC | 14,675 | $711.4K | 0.57% | +517+3.7% | Added |
| Golden State Equity Partners | 14,642 | $709.9K | 0.17% | −1,689−10.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,617 | $708.6K | 0.01% | −1,543−9.5% | Reduced |
| Toroso Investments, LLC | 14,524 | $704.1K | 0.02% | +1,480+11.3% | Added |
| Ellevest, Inc. | 14,501 | $703.0K | 0.05% | −1,257−8.0% | Reduced |
| Tritonpoint Wealth, LLC | 14,493 | $702.6K | 0.07% | +14,493 | New |
| Gamco Investors, Inc. Et Al | 14,479 | $701.9K | 0.01% | −2,550−15.0% | Reduced |
| SeaCrest Wealth Management, LLC | 14,361 | $700.2K | 0.09% | −2,187−13.2% | Reduced |
| Wealthspire Advisors, LLC | 14,368 | $696.6K | 0.01% | −711−4.7% | Reduced |
| InTrack Investment Management Inc | 14,319 | $694.2K | 0.52% | +14,319 | New |
| Dana Investment Advisors, Inc. | 14,275 | $692.0K | 0.03% | −1,841−11.4% | Reduced |
| Unique Wealth Strategies, LLC | 14,266 | $691.6K | 0.46% | +14,266 | New |
| Vestmark Advisory Solutions, Inc. | 13,971 | $677.3K | 0.03% | +7,074+102.6% | Added |
| Thrivent Financial for Lutherans | 13,968 | $677.0K | 0.00% | −5,020−26.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,855 | $671.7K | 0.08% | −147−1.0% | Reduced |
| Wealth Alliance | 13,789 | $668.5K | 0.09% | −6,426−31.8% | Reduced |
| Pitcairn Co | 13,668 | $662.6K | 0.05% | +3,770+38.1% | Added |
| Joel Isaacson & Co., LLC | 13,592 | $659.0K | 0.04% | +2,390+21.3% | Added |
| Salvus Wealth Management, LLC | 13,565 | $657.6K | 0.47% | −130−0.9% | Reduced |
| Garner Asset Management Corp | 12,830 | $650.0K | 0.33% | −3,230−20.1% | Reduced |
| Vise Technologies, Inc. | 13,329 | $646.2K | 0.14% | −1,405−9.5% | Reduced |
| Bailard, Inc. | 13,282 | $643.9K | 0.02% | −1,051−7.3% | Reduced |
| Boit C F David | 13,000 | $633.6K | 0.36% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,049 | $632.6K | 0.30% | +866+7.1% | Added |
| HB Wealth Management, LLC | 13,022 | $631.3K | 0.01% | −976−7.0% | Reduced |
| Nuveen Asset Management, LLC | 12,957 | $628.2K | 0.00% | +4,451+52.3% | Added |
| Ameritas Advisory Services, LLC | 12,897 | $627.5K | 0.03% | +320+2.5% | Added |
| North Star Investment Management Corp. | 12,939 | $627.3K | 0.05% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,900 | $625.4K | 0.00% | −10,485−44.8% | Reduced |
| Dearborn Partners LLC | 12,836 | $622.3K | 0.02% | −964−7.0% | Reduced |
| FLC Capital Advisors | 12,762 | $618.7K | 0.17% | +1,622+14.6% | Added |
| Robertson Stephens Wealth Management, LLC | 12,725 | $616.9K | 0.04% | +903+7.6% | Added |
| LGL Partners, LLC | 12,674 | $614.4K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,615 | $611.6K | 0.05% | −32,222−71.9% | Reduced |
| Coastal Investment Advisors, Inc. | 12,476 | $604.8K | 0.14% | −10,526−45.8% | Reduced |
| Global Retirement Partners, LLC | 12,509 | $602.8K | 0.03% | −755−5.7% | Reduced |
| Kingsview Wealth Management, LLC | 12,425 | $602.4K | 0.02% | −444−3.5% | Reduced |
| Wambolt & Associates, LLC | 12,388 | $600.5K | 0.20% | −3,629−22.7% | Reduced |
| Jeppson Wealth Management, LLC | 12,279 | $595.3K | 0.25% | −825−6.3% | Reduced |
| WR Wealth Planners, LLC | 12,214 | $592.1K | 0.22% | +1,432+13.3% | Added |
| Legacy Financial Advisors, Inc. | 12,165 | $589.7K | 0.11% | −3,237−21.0% | Reduced |
| Stock Yards Bank & Trust Co | 12,047 | $584.0K | 0.02% | −131−1.1% | Reduced |
| D.B. Root & Company, LLC | 11,933 | $578.5K | 0.21% | −3,335−21.8% | Reduced |
| Shelton Capital Management | 11,892 | $576.5K | 0.02% | −62−0.5% | Reduced |
| Lake Street Advisors Group, LLC | 11,878 | $575.8K | 0.03% | −48−0.4% | Reduced |
| Glenview Trust Co | 11,849 | $574.4K | 0.01% | −6−0.1% | Reduced |
| Colonial Trust Co | 11,716 | $568.0K | 0.12% | +3,719+46.5% | Added |
| Evergreen Capital Management LLC | 11,677 | $566.1K | 0.02% | −770−6.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,568 | $560.8K | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 11,553 | $560.1K | 0.16% | +908+8.5% | Added |
| PAX Financial Group, LLC | 11,026 | $558.8K | 0.12% | +2,073+23.2% | Added |
| RSM US Wealth Management LLC | 11,506 | $557.8K | 0.02% | +4,115+55.7% | Added |
| Navellier & Associates Inc | 11,492 | $557.1K | 0.08% | 00.0% | Unchanged |
| Rathbone Brothers plc | 11,381 | $551.4K | 0.00% | −1,250−9.9% | Reduced |
| Leavell Investment Management, Inc. | 11,354 | $550.0K | 0.03% | −281−2.4% | Reduced |
| Proequities, Inc. | 11,337 | $549.6K | 0.04% | −28−0.2% | Reduced |
| Three Bridge Wealth Advisors, LLC | 11,335 | $549.5K | 0.19% | −22,710−66.7% | Reduced |
| Altman Advisors, Inc. | 11,221 | $544.0K | 0.29% | −15,250−57.6% | Reduced |
| Balyasny Asset Management LLC | 11,201 | $543.0K | 0.00% | +11,201 | New |
| Squarepoint Ops LLC | 11,181 | $542.1K | 0.00% | +11,181 | New |
| Coldstream Capital Management Inc | 11,154 | $540.7K | 0.02% | +11,154 | New |
| Manchester Capital Management LLC | 11,142 | $540.2K | 0.07% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 11,100 | $538.1K | 0.41% | +6,904+164.5% | Added |
| Cozad Asset Management Inc | 11,079 | $537.1K | 0.06% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 11,037 | $535.1K | 0.07% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 10,909 | $528.9K | 0.12% | −163−1.5% | Reduced |
| Tiaa Trust, National Association | 10,882 | $527.6K | 0.00% | −582−5.1% | Reduced |
| Park Place Capital Corp | 10,872 | $527.1K | 0.21% | −5,095−31.9% | Reduced |
| Ignite Planners, LLC | 10,826 | $525.0K | 0.16% | −821−7.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 10,802 | $523.7K | 0.14% | −3,394−23.9% | Reduced |
| Boston Private Wealth LLC | 10,769 | $522.1K | 0.01% | −1,694−13.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,742 | $520.8K | 0.10% | +2,666+33.0% | Added |
| Sky Investment Group LLC | 10,689 | $518.2K | 0.11% | −1,190−10.0% | Reduced |
| Chemistry Wealth Management LLC | 10,661 | $516.9K | 0.16% | −1,000−8.6% | Reduced |
| Bank of Nova Scotia Trust Co | 10,600 | $513.9K | 0.06% | 00.0% | Unchanged |