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; 1,192 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 | 1,192 | $15.5B |
| Q1 2026 | 1,174 | $13.7B |
| Q4 2025 | 1,157 | $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 |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 5,345 | $259.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,293 | $256.6K | 0.04% | −1,124−17.5% | Reduced |
| Human Investing LLC | 5,287 | $256.3K | 0.06% | −1,928−26.7% | Reduced |
| Geneos Wealth Management Inc. | 5,287 | $256.3K | 0.01% | −966−15.4% | Reduced |
| Steinberg Asset Management LLC | 5,275 | $255.7K | 0.23% | +5,275 | New |
| BKD Wealth Advisors, LLC | 5,273 | $255.6K | 0.01% | +22+0.4% | Added |
| Summit Trail Advisors, LLC | 5,217 | $252.9K | 0.01% | +718+16.0% | Added |
| Nichols & Pratt Advisers LLP | 5,175 | $250.9K | 0.02% | −4,410−46.0% | Reduced |
| EverSource Wealth Advisors, LLC | 5,166 | $250.5K | 0.02% | −9,688−65.2% | Reduced |
| Borer Denton & Associates, Inc. | 5,155 | $249.9K | 0.10% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 5,146 | $249.5K | 0.08% | −2,100−29.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,125 | $248.5K | 0.12% | −250−4.7% | Reduced |
| Wrapmanager Inc | 5,116 | $248.0K | 0.07% | −3,550−41.0% | Reduced |
| Foundations Investment Advisors, LLC | 5,003 | $247.7K | 0.01% | −66,184−93.0% | Reduced |
| Centaurus Financial, Inc. | 5,090 | $247.0K | 0.02% | −131−2.5% | Reduced |
| FourThought Financial Partners, LLC | 5,078 | $246.2K | 0.03% | −183−3.5% | Reduced |
| Wintrust Investments LLC | 5,068 | $246.0K | 0.02% | +8+0.2% | Added |
| Verity & Verity, LLC | 5,066 | $245.6K | 0.03% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 5,049 | $244.8K | 0.11% | −6−0.1% | Reduced |
| Boston Family Office LLC | 5,040 | $244.0K | 0.02% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 5,000 | $242.4K | 0.19% | +5,000 | New |
| Optas, LLC | 4,951 | $240.0K | 0.07% | +43+0.9% | Added |
| Klingenstein Fields & Co LP | 4,925 | $238.8K | 0.01% | +200+4.2% | Added |
| Tradition Wealth Management, LLC | 4,907 | $238.0K | 0.02% | +2,532+106.6% | Added |
| Marble Harbor Investment Counsel, LLC | 4,900 | $237.6K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,900 | $237.6K | 0.18% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,880 | $236.6K | 0.02% | +410+9.2% | Added |
| Embree Financial Group | 4,869 | $236.1K | 0.05% | +4,869 | New |
| GeoWealth Management, LLC | 4,866 | $236.0K | 0.02% | +4,765+4,717.8% | Added |
| Fortitude Advisory Group L.L.C. | 4,867 | $236.0K | 0.14% | −111−2.2% | Reduced |
| Catalytic Wealth RIA, LLC | 4,867 | $236.0K | 0.11% | +4,867 | New |
| Eudaimonia Partners, LLC | 4,863 | $235.8K | 0.06% | −5,278−52.0% | Reduced |
| Augustine Asset Management Inc | 4,860 | $235.6K | 0.10% | −619−11.3% | Reduced |
| Absher Wealth Management, LLC | 4,845 | $234.9K | 0.04% | +479+11.0% | Added |
| Fulcrum Capital LLC | 4,825 | $233.9K | 0.06% | 00.0% | Unchanged |
| Credit Suisse AG | 4,807 | $233.0K | 0.00% | +722+17.7% | Added |
| Moseley Investment Management Inc | 4,807 | $233.0K | 0.13% | −1,711−26.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,800 | $233.0K | 0.03% | 00.0% | Unchanged |
| Smart Money Group LLC | 4,801 | $232.8K | 0.10% | +4,801 | New |
| IFP Advisors, Inc | 4,789 | $232.2K | 0.01% | −695−12.7% | Reduced |
| Regal Investment Advisors LLC | 4,727 | $229.2K | 0.02% | −124−2.6% | Reduced |
| Connecticut Wealth Management, LLC | 4,723 | $229.0K | 0.01% | +4,723 | New |
| Chicago Trust Co NA | 4,702 | $228.0K | 0.05% | −400−7.8% | Reduced |
| Stokes Family Office, LLC | 4,700 | $227.9K | 0.03% | −6,666−58.6% | Reduced |
| SPC Financial, Inc. | 4,675 | $226.6K | 0.02% | −218−4.5% | Reduced |
| Diversified Trust Co | 4,668 | $226.3K | 0.01% | −15,128−76.4% | Reduced |
| Callan Capital, LLC | 4,643 | $225.1K | 0.02% | +4,643 | New |
| DGS Capital Management, LLC | 4,629 | $224.4K | 0.09% | −1,829−28.3% | Reduced |
| Aurora Private Wealth, Inc. | 4,618 | $224.0K | 0.21% | −137−2.9% | Reduced |
| Schnieders Capital Management LLC | 4,612 | $223.6K | 0.05% | −500−9.8% | Reduced |
| AdvisorNet Financial, Inc | 4,596 | $222.8K | 0.02% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,595 | $222.8K | 0.04% | +4,595 | New |
| Renasant Bank | 4,561 | $221.1K | 0.18% | −176−3.7% | Reduced |
| HBK Sorce Advisory LLC | 4,557 | $220.9K | 0.01% | −620−12.0% | Reduced |
| Empire Financial Management Company, LLC | 4,546 | $220.4K | 0.09% | −89−1.9% | Reduced |
| Lafayette Investments, Inc. | 4,520 | $219.1K | 0.05% | −50−1.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,500 | $218.2K | 0.07% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 4,500 | $218.2K | 0.03% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,491 | $217.7K | 0.08% | +20.0% | Added |
| WCM Investment Management, LLC | 4,473 | $216.9K | 0.00% | +4,473 | New |
| Riverview Trust Co | 4,470 | $216.7K | 0.22% | 00.0% | Unchanged |
| Hyman Charles D | 4,465 | $216.0K | 0.01% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 4,415 | $214.0K | 0.11% | +4,415 | New |
| Alhambra Investment Partners LLC | 4,400 | $213.3K | 0.13% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 4,390 | $212.8K | 0.04% | −19,504−81.6% | Reduced |
| Kuhn & Co Investment Counsel | 4,388 | $212.7K | 0.22% | +4,388 | New |
| Essex Savings Bank | 4,369 | $211.8K | 0.06% | +4,369 | New |
| Fort Sheridan Advisors LLC | 4,355 | $211.1K | 0.04% | −44−1.0% | Reduced |
| WoodTrust Financial Corp | 4,356 | $211.0K | 0.04% | −1,544−26.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,347 | $210.7K | 0.02% | +42+1.0% | Added |
| Farmers National Bank | 4,347 | $210.7K | 0.07% | −1,982−31.3% | Reduced |
| Washington Trust Advisors, Inc. | 4,341 | $210.5K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,320 | $209.4K | 0.01% | −44−1.0% | Reduced |
| Aprio Wealth Management, LLC | 4,297 | $208.3K | 0.05% | +4,297 | New |
| Forum Financial Management, LP | 4,258 | $206.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4,256 | $206.0K | 0.00% | −717−14.4% | Reduced |
| 9258 Wealth Management, LLC | 4,215 | $204.3K | 0.04% | −392−8.5% | Reduced |
| S.A. Mason LLC | 4,183 | $202.8K | 0.14% | −310−6.9% | Reduced |
| Sepio Capital, LP | 4,180 | $202.6K | 0.02% | −107−2.5% | Reduced |
| Baker Chad R | 4,160 | $201.7K | 0.05% | +4,160 | New |
| Nilsine Partners, LLC | 4,156 | $201.5K | 0.03% | −567−12.0% | Reduced |
| Broadwater Capital Management LLC | 4,150 | $201.2K | 0.16% | +4,150 | New |
| Kovack Advisors, Inc. | 4,137 | $200.6K | 0.02% | +65+1.6% | Added |
| Sittner & Nelson, LLC | 4,111 | $199.3K | 0.11% | +11+0.3% | Added |
| Toronto Dominion Bank | 4,015 | $194.6K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 4,000 | $193.9K | 0.00% | −1,000−20.0% | Reduced |
| Rosenberg Matthew Hamilton | 3,794 | $183.9K | 0.06% | −353−8.5% | Reduced |
| First Horizon Advisors, Inc. | 3,755 | $182.0K | 0.01% | −719−16.1% | Reduced |
| Avalon Trust Co | 3,750 | $181.8K | 0.02% | −700−15.7% | Reduced |
| FinTrust Capital Advisors, LLC | 3,708 | $179.8K | 0.04% | +232+6.7% | Added |
| Harbour Investments, Inc. | 3,691 | $178.9K | 0.01% | +1,485+67.3% | Added |
| BNP Paribas Arbitrage, SA | 3,663 | $177.6K | 0.00% | +71+2.0% | Added |
| Walleye Trading LLC | 3,582 | $173.7K | 0.00% | +3,582 | New |
| Capital Analysts, LLC | 3,444 | $167.0K | 0.01% | −21−0.6% | Reduced |
| Hexagon Capital Partners LLC | 3,409 | $165.3K | 0.04% | +117+3.6% | Added |
| Washington Trust Co | 3,400 | $164.8K | 0.01% | −202−5.6% | Reduced |
| Independence Bank of Kentucky | 3,285 | $159.3K | 0.06% | −75−2.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,213 | $155.8K | 0.00% | +3,213 | New |
| Mondrian Investment Partners LTD | 3,136 | $152.0K | 0.00% | −462−12.8% | Reduced |
| Delta Asset Management LLC | 3,101 | $150.3K | 0.01% | +9+0.3% | Added |