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 |
|---|---|---|---|---|---|
| Physicians Financial Services, Inc. | 10,563 | $512.0K | 0.19% | −438−4.0% | Reduced |
| Clarius Group, LLC | 10,549 | $511.4K | 0.04% | −1,489−12.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,520 | $510.0K | 0.02% | 00.0% | Unchanged |
| Five Oceans Advisors | 10,516 | $509.8K | 0.29% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 10,462 | $507.2K | 0.12% | +151+1.5% | Added |
| Principle Wealth Partners LLC | 10,443 | $506.3K | 0.04% | −523−4.8% | Reduced |
| IHT Wealth Management, LLC | 10,394 | $503.9K | 0.02% | −183−1.7% | Reduced |
| Garrett Wealth Advisory Group, LLC | 10,393 | $503.8K | 0.21% | −1,172−10.1% | Reduced |
| EP Wealth Advisors, LLC | 10,319 | $500.2K | 0.01% | −1,049−9.2% | Reduced |
| Powers Advisory Group, LLC | 10,301 | $499.4K | 0.31% | −526−4.9% | Reduced |
| Susquehanna International Securities, Ltd. | 10,282 | $498.5K | 0.36% | +10,282 | New |
| Grove Bank & Trust | 10,270 | $497.9K | 0.09% | −5,016−32.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,229 | $495.9K | 0.01% | −37,775−78.7% | Reduced |
| Ausdal Financial Partners, Inc. | 10,188 | $493.9K | 0.06% | −742−6.8% | Reduced |
| Sandy Cove Advisors, LLC | 10,180 | $493.5K | 0.25% | −6,878−40.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 10,175 | $493.3K | 0.24% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 10,112 | $490.2K | 0.18% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 10,106 | $488.8K | 0.19% | −657−6.1% | Reduced |
| Moloney Securities Asset Management, LLC | 10,062 | $487.8K | 0.08% | −2,690−21.1% | Reduced |
| Flputnam Investment Management Co | 9,997 | $484.7K | 0.01% | −1,960−16.4% | Reduced |
| Rbo & Co LLC | 9,994 | $484.5K | 0.08% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $483.9K | 0.37% | – | – |
| Marino, Stram & Associates LLC | 9,963 | $483.0K | 0.12% | +215+2.2% | Added |
| Central Trust Co | 9,922 | $481.0K | 0.01% | −371−3.6% | Reduced |
| Court Place Advisors, LLC | 9,875 | $478.7K | 0.16% | −2,143−17.8% | Reduced |
| Keystone Financial Services | 9,874 | $478.7K | 0.23% | +301+3.1% | Added |
| Douglas Lane & Associates, LLC | 9,825 | $476.3K | 0.01% | −3,972−28.8% | Reduced |
| Red Door Wealth Management, LLC | 9,764 | $473.4K | 0.10% | −343−3.4% | Reduced |
| Daymark Wealth Partners, LLC | 9,727 | $471.6K | 0.03% | −755−7.2% | Reduced |
| HF Advisory Group, LLC | 9,712 | $470.8K | 0.30% | +1,185+13.9% | Added |
| Allworth Financial LP | 9,704 | $470.4K | 0.00% | −613−5.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 9,672 | $468.9K | 0.33% | −130−1.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,597 | $465.3K | 0.04% | −5,442−36.2% | Reduced |
| WSFS Capital Management, LLC | 9,595 | $465.2K | 0.03% | −1,693−15.0% | Reduced |
| Intrua Financial, LLC | 9,594 | $465.1K | 0.07% | −582−5.7% | Reduced |
| BKM Wealth Management, LLC | 9,591 | $465.0K | 0.20% | +9,591 | New |
| Mengis Capital Management, Inc. | 9,562 | $463.6K | 0.09% | +3,245+51.4% | Added |
| Private Trust Co NA | 9,501 | $460.6K | 0.05% | −2,518−21.0% | Reduced |
| Retirement Guys Formula LLC | 9,488 | $460.0K | 0.25% | +22+0.2% | Added |
| Boston Trust Walden Corp | 9,379 | $454.7K | 0.00% | −126−1.3% | Reduced |
| Hartford Funds Management Co LLC | 9,375 | $454.5K | 0.04% | +2,282+32.2% | Added |
| Parsons Capital Management Inc | 9,374 | $454.5K | 0.03% | −6,688−41.6% | Reduced |
| Mather Group, LLC. | 9,374 | $454.4K | 0.01% | −40.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 9,296 | $450.7K | 0.26% | +16+0.2% | Added |
| Raelipskie Partnership | 9,245 | $448.2K | 0.27% | +9,245 | New |
| Mesirow Financial Investment Management, Inc. | 9,240 | $448.0K | 0.02% | +9,240 | New |
| Twelve Points Wealth Management LLC | 9,208 | $446.4K | 0.21% | −513−5.3% | Reduced |
| Legacy Capital Group California, Inc. | 9,190 | $445.5K | 0.17% | −1,992−17.8% | Reduced |
| Cookson Peirce & Co Inc | 9,184 | $445.0K | 0.03% | −9,505−50.9% | Reduced |
| Bessemer Group Inc | 9,187 | $445.0K | 0.00% | +2,000+27.8% | Added |
| Strategic Wealth Partners, Ltd. | 9,165 | $444.3K | 0.05% | −30,311−76.8% | Reduced |
| West Family Investments, Inc. | 9,116 | $441.9K | 0.15% | +814+9.8% | Added |
| Engineers Gate Manager LP | 9,091 | $440.7K | 0.01% | +405+4.7% | Added |
| FirstPurpose Wealth LLC | 9,057 | $439.1K | 0.17% | −671−6.9% | Reduced |
| Range Financial Group LLC | 9,037 | $438.1K | 0.26% | −1,463−13.9% | Reduced |
| Malaga Cove Capital, LLC | 8,998 | $436.2K | 0.18% | +541+6.4% | Added |
| Allen Investment Management LLC | 8,975 | $435.1K | 0.01% | +351+4.1% | Added |
| Capital Investment Counsel, Inc | 8,887 | $430.8K | 0.08% | 00.0% | Unchanged |
| RS Crum Inc. | 8,871 | $430.1K | 0.13% | +10.0% | Added |
| Spinnaker Trust | 8,835 | $428.3K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 8,829 | $428.0K | 0.01% | −471−5.1% | Reduced |
| New Century Financial Group, LLC | 8,788 | $426.0K | 0.37% | +8,788 | New |
| Fiduciary Family Office, LLC | 8,779 | $425.7K | 0.19% | +8,779 | New |
| Continuum Advisory, LLC | 8,770 | $425.2K | 0.06% | −3,146−26.4% | Reduced |
| Axq Capital, LP | 8,700 | $421.8K | 0.11% | +8,700 | New |
| Canandaigua National Bank & Trust Co | 8,683 | $421.0K | 0.07% | −711−7.6% | Reduced |
| Atomi Financial Group, Inc. | 8,653 | $419.5K | 0.06% | +8,653 | New |
| Tranquilli Financial Advisor LLC | 8,556 | $414.8K | 0.29% | −557−6.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,519 | $413.0K | 0.05% | −200−2.3% | Reduced |
| Greenleaf Trust | 8,508 | $412.5K | 0.00% | −14,696−63.3% | Reduced |
| Country Club Bank | 8,490 | $411.6K | 0.03% | +955+12.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 8,475 | $410.9K | 0.30% | −4,940−36.8% | Reduced |
| Chicago Capital, LLC | 8,434 | $408.9K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 8,404 | $407.4K | 0.04% | −5,108−37.8% | Reduced |
| Sage Rhino Capital LLC | 8,404 | $407.4K | 0.10% | −662−7.3% | Reduced |
| Keudell/Morrison Wealth Management | 8,346 | $404.6K | 0.13% | −1,757−17.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,345 | $404.6K | 0.00% | +518+6.6% | Added |
| Covenant Partners, LLC | 8,313 | $403.0K | 0.13% | 00.0% | Unchanged |
| Syon Capital LLC | 8,242 | $399.6K | 0.04% | −18,652−69.4% | Reduced |
| Hunter Associates Investment Management LLC | 8,250 | $399.0K | 0.07% | 00.0% | Unchanged |
| Caldwell Trust Co | 8,185 | $396.8K | 0.05% | −812−9.0% | Reduced |
| WealthTrust Axiom LLC | 8,153 | $395.3K | 0.13% | +453+5.9% | Added |
| Phillips Wealth Planners LLC | 8,367 | $394.8K | 0.48% | −7,045−45.7% | Reduced |
| Cladis Investment Advisory, LLC | 8,000 | $387.8K | 0.30% | +2,787+53.5% | Added |
| Perigon Wealth Management, LLC | 7,992 | $387.4K | 0.01% | −817−9.3% | Reduced |
| Sivia Capital Partners, LLC | 7,989 | $387.3K | 0.30% | +7,989 | New |
| Atom Investors LP | 7,963 | $386.0K | 0.07% | +7,963 | New |
| Resources Investment Advisors, LLC. | 7,906 | $383.3K | 0.01% | +7,906 | New |
| Cohen Investment Advisors LLC | 7,816 | $378.9K | 0.28% | −577−6.9% | Reduced |
| Freestone Capital Holdings, LLC | 7,808 | $378.5K | 0.02% | −369−4.5% | Reduced |
| PFG Investments, LLC | 7,728 | $374.7K | 0.07% | +174+2.3% | Added |
| Principal Street Partners, LLC | 7,660 | $371.4K | 0.09% | −7,660−50.0% | Reduced |
| South State Corp. | 7,648 | $370.8K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,639 | $370.3K | 0.04% | −1,222−13.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,627 | $369.8K | 0.01% | −63−0.8% | Reduced |
| Riverwater Partners LLC | 7,625 | $369.7K | 0.29% | 00.0% | Unchanged |
| Graypoint LLC | 7,625 | $369.7K | 0.03% | −560−6.8% | Reduced |
| Drive Wealth Management, LLC | 7,599 | $368.4K | 0.12% | −2,294−23.2% | Reduced |
| Abbrea Capital, LLC | 7,515 | $364.0K | 0.05% | −500−6.2% | Reduced |
| Searle & Co. | 7,500 | $363.6K | 0.10% | +500+7.1% | Added |