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 |
|---|---|---|---|---|---|
| Reuter James Wealth Management, LLC | 7,455 | $361.4K | 0.25% | −5,722−43.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,451 | $361.2K | 0.10% | −1,550−17.2% | Reduced |
| Lido Advisors, LLC | 7,412 | $359.3K | 0.00% | −478−6.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,409 | $359.2K | 0.02% | −1,253−14.5% | Reduced |
| Savant Capital, LLC | 7,297 | $353.8K | 0.00% | −933−11.3% | Reduced |
| Somerville Kurt F | 7,292 | $353.5K | 0.07% | −5,070−41.0% | Reduced |
| Frisch Financial Group, Inc. | 7,288 | $353.0K | 0.13% | +57+0.8% | Added |
| Bradley Foster & Sargent Inc | 7,231 | $350.6K | 0.01% | +842+13.2% | Added |
| Great Diamond Partners, LLC | 7,209 | $349.5K | 0.09% | −34−0.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 7,176 | $347.9K | 0.11% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,169 | $347.5K | 0.01% | −3,664−33.8% | Reduced |
| Lindbrook Capital, LLC | 7,161 | $347.2K | 0.03% | +1,336+22.9% | Added |
| Cullen/Frost Bankers, Inc. | 7,158 | $347.0K | 0.01% | −12,774−64.1% | Reduced |
| FRG Family Wealth Advisors LLC | 7,125 | $345.4K | 0.07% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 7,122 | $345.3K | 0.24% | +690+10.7% | Added |
| Level Four Advisory Services, LLC | 7,115 | $344.9K | 0.02% | −2,026−22.2% | Reduced |
| Brighton Jones LLC | 7,023 | $340.5K | 0.01% | +183+2.7% | Added |
| Fca Corp | 7,000 | $339.4K | 0.12% | 00.0% | Unchanged |
| Port Capital LLC | 7,000 | $339.0K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 6,935 | $336.2K | 0.00% | −1,760−20.2% | Reduced |
| Lincoln National Corp | 6,916 | $335.3K | 0.01% | +605+9.6% | Added |
| Woodmont Investment Counsel LLC | 6,901 | $334.6K | 0.03% | −543−7.3% | Reduced |
| Aspen Grove Capital, LLC | 6,795 | $331.1K | 0.10% | +950+16.3% | Added |
| Ronald Blue Trust, Inc. | 6,698 | $331.0K | 0.01% | −285−4.1% | Reduced |
| Rehmann Capital Advisory Group | 6,810 | $330.2K | 0.03% | −708−9.4% | Reduced |
| Merit Financial Group, LLC | 6,797 | $329.5K | 0.01% | +1,551+29.6% | Added |
| Crescent Grove Advisors, LLC | 6,778 | $328.6K | 0.04% | −1,728−20.3% | Reduced |
| Gallacher Capital Management LLC | 6,749 | $327.2K | 0.18% | +525+8.4% | Added |
| Icon Wealth Advisors, LLC | 6,727 | $326.1K | 0.03% | +6,727 | New |
| Empower Advisory Group, LLC | 6,714 | $325.5K | 0.00% | +178+2.7% | Added |
| AMG National Trust Bank | 6,701 | $324.9K | 0.01% | −42,281−86.3% | Reduced |
| GAMMA Investing LLC | 6,665 | $324.5K | 0.09% | +6,665 | New |
| Smithfield Trust Co | 6,664 | $324.0K | 0.02% | −738−10.0% | Reduced |
| Equitable Holdings, Inc. | 6,664 | $323.1K | 0.00% | −530−7.4% | Reduced |
| KC Investment Advisors, LLC | 6,638 | $321.8K | 0.19% | +775+13.2% | Added |
| Delta Financial Advisors LLC | 6,628 | $321.3K | 0.14% | −996−13.1% | Reduced |
| Atlantic Union Bankshares Corp | 6,619 | $320.9K | 0.03% | −595−8.2% | Reduced |
| BSW Wealth Partners | 6,593 | $319.6K | 0.06% | +6,593 | New |
| Cetera Trust Company, N.A | 6,570 | $318.5K | 0.20% | +6,570 | New |
| Claro Advisors LLC | 6,565 | $318.3K | 0.07% | −185−2.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 6,536 | $316.9K | 0.03% | −500−7.1% | Reduced |
| Independent Advisor Alliance | 6,533 | $316.7K | 0.01% | +33+0.5% | Added |
| Aries Wealth Management | 6,529 | $316.5K | 0.11% | +150+2.4% | Added |
| Gladstone Institutional Advisory LLC | 6,522 | $316.2K | 0.02% | +542+9.1% | Added |
| Bedel Financial Consulting, Inc. | 6,490 | $314.6K | 0.06% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 6,479 | $314.1K | 0.11% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,467 | $313.5K | 0.05% | +1,012+18.6% | Added |
| Hazlett, Burt & Watson, Inc. | 6,426 | $312.0K | 0.21% | +10.0% | Added |
| Lincoln Capital LLC | 6,434 | $311.9K | 0.08% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,415 | $311.0K | 0.09% | +20.0% | Added |
| Boston Financial Mangement LLC | 6,382 | $309.4K | 0.01% | 00.0% | Unchanged |
| Platform Technology Partners | 6,111 | $309.2K | 0.12% | 00.0% | Unchanged |
| Breakwater Capital Group | 6,565 | $308.5K | 0.09% | +392+6.4% | Added |
| FSB Premier Wealth Management, Inc. | 6,324 | $306.6K | 0.15% | +1,546+32.4% | Added |
| Value Partners Investments Inc. | 6,301 | $306.0K | 0.02% | +506+8.7% | Added |
| Farmers & Merchants Investments Inc | 6,291 | $305.0K | 0.01% | −300−4.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,285 | $304.7K | 0.01% | +145+2.4% | Added |
| Edge Capital Group, LLC | 6,276 | $304.2K | 0.02% | −4,927−44.0% | Reduced |
| Moody National Bank Trust Division | 6,275 | $304.2K | 0.02% | +486+8.4% | Added |
| Beutel, Goodman & Co Ltd. | 6,280 | $304.0K | 0.00% | +1,850+41.8% | Added |
| Hummer Financial Advisory Services Inc | 6,250 | $303.0K | 0.28% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 6,246 | $302.0K | 0.13% | −495−7.3% | Reduced |
| Jacobi Capital Management LLC | 6,206 | $300.9K | 0.03% | −724−10.4% | Reduced |
| Birch Hill Investment Advisors LLC | 6,200 | $300.6K | 0.02% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 6,187 | $299.9K | 0.12% | +80+1.3% | Added |
| Fiduciary Group LLC | 6,181 | $299.7K | 0.04% | −3,871−38.5% | Reduced |
| SageView Advisory Group, LLC | 6,102 | $299.3K | 0.01% | +999+19.6% | Added |
| Hemenway Trust Co LLC | 6,163 | $298.8K | 0.03% | −18,377−74.9% | Reduced |
| Balanced Rock Investment Advisor | 6,152 | $298.2K | 0.26% | +6,152 | New |
| Stratos Wealth Advisors, LLC | 6,135 | $297.4K | 0.02% | −406−6.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 6,133 | $297.3K | 0.28% | +216+3.7% | Added |
| DRW Securities, LLC | 6,123 | $296.8K | 0.01% | +1,350+28.3% | Added |
| Transcend Wealth Collective, LLC | 6,112 | $296.3K | 0.03% | −3,064−33.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 6,105 | $296.0K | 0.34% | +6,105 | New |
| Addison Advisors LLC | 6,026 | $292.1K | 0.11% | +81+1.4% | Added |
| Applied Finance Capital Management, LLC | 6,015 | $291.6K | 0.03% | −40−0.7% | Reduced |
| Phocas Financial Corp. | 6,000 | $290.9K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,990 | $290.4K | 0.02% | +78+1.3% | Added |
| Probity Advisors, Inc. | 5,973 | $289.6K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,968 | $289.3K | 0.06% | −79−1.3% | Reduced |
| Parkside Financial Bank & Trust | 5,964 | $289.1K | 0.05% | +418+7.5% | Added |
| Tower Research Capital LLC (TRC) | 5,954 | $288.6K | 0.00% | +5,549+1,370.1% | Added |
| Roberts Glore & Co Inc | 5,941 | $288.0K | 0.09% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 5,801 | $281.2K | 0.05% | +5,801 | New |
| Mill Creek Capital Advisors, LLC | 5,786 | $280.5K | 0.01% | −372−6.0% | Reduced |
| USA Financial Portformulas Corp | 5,703 | $276.5K | 0.05% | +5,673+18,910.0% | Added |
| Eqis Capital Management, Inc. | 5,641 | $273.5K | 0.02% | −201−3.4% | Reduced |
| Atlas Brown,Inc. | 5,634 | $273.1K | 0.11% | +26+0.5% | Added |
| V-Square Quantitative Management LLC | 5,574 | $270.2K | 0.06% | +5,574 | New |
| Traphagen Investment Advisors LLC | 5,572 | $270.1K | 0.03% | +14+0.3% | Added |
| Lion Street Advisors, LLC | 5,547 | $268.9K | 0.11% | −760−12.1% | Reduced |
| Abel Hall, LLC | 5,525 | $267.9K | 0.23% | +5,525 | New |
| Advisory Research Inc | 5,511 | $267.2K | 0.04% | −462−7.7% | Reduced |
| Mission Wealth Management, LP | 5,511 | $267.2K | 0.01% | +620+12.7% | Added |
| Sabal Trust CO | 5,477 | $265.5K | 0.02% | −1,477−21.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,470 | $265.2K | 0.02% | +5,470 | New |
| Symphony Financial, Ltd. Co. | 5,481 | $264.2K | 0.06% | +710+14.9% | Added |
| Legacy Private Trust Co. | 5,423 | $262.9K | 0.02% | −95−1.7% | Reduced |
| Phoenix Holdings Ltd. | 5,410 | $262.1K | 0.00% | +5,410 | New |
| Cove Private Wealth, LLC | 5,350 | $259.4K | 0.25% | +5,350 | New |