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, Q1 2024
Institutional positions in Unilever PLC as of Mar 31, 2024. 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
- 1,093
- −4 vs. Q4 2023
- Shares held
- 248.2M
- +5.30M (+2.2%) vs. Q4 2023
- Total value
- $12.4B
- +$671.1M (+5.7%) vs. Q4 2023
- New holders
- 91
- 407 more added
- Sold out
- 95
- 418 more reduced
12 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 3 | $151 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 4 | $201 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 9 | $461 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 10 | $502 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $574 | 0.00% | +7+175.0% | Added |
| TD Capital Management LLC | 15 | $753 | 0.00% | +15 | New |
| Plante Moran Financial Advisors, LLC | 17 | $853 | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 25 | $1.25K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 26 | $1.30K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 26 | $1.30K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 65,990 | $1.32K | 0.06% | +65,990 | New |
| Dunhill Financial, LLC | 28 | $1.41K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 29 | $1.46K | 0.00% | −158−84.5% | Reduced |
| ClariVest Asset Management LLC | 35 | $1.75K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 37 | $1.86K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 42 | $2.11K | 0.00% | −16−27.6% | Reduced |
| Atwood & Palmer Inc | 42 | $2.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $2.11K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 50 | $2.51K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $2.51K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $2.51K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 52 | $2.61K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 52 | $2.64K | 0.00% | −5−8.8% | Reduced |
| Covestor Ltd | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Amundi | 68 | $3.41K | 0.00% | +68 | New |
| HighMark Wealth Management LLC | 70 | $3.51K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 71 | $3.56K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 76 | $3.81K | 0.00% | +76 | New |
| PSI Advisors, LLC | 78 | $3.92K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 84 | $4.19K | 0.00% | +1+1.2% | Added |
| ORG Partners LLC | 86 | $4.29K | 0.01% | +43+100.0% | Added |
| Legacy Bridge, LLC | 90 | $4.52K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 92 | $4.62K | 0.00% | −62−40.3% | Reduced |
| Nordwand Advisors, LLC | 96 | $4.82K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 97 | $4.87K | 0.00% | +97 | New |
| Pflug Koory, LLC | 100 | $5.02K | 0.00% | −264−72.5% | Reduced |
| Tompkins Financial Corp | 100 | $5.02K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $5.02K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $5.02K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 101 | $5.07K | 0.00% | +42+71.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 106 | $5.29K | 0.00% | +1+1.0% | Added |
| Abich Financial Wealth Management LLC | 108 | $5.42K | 0.00% | +108 | New |
| First Financial Corp | 111 | $5.57K | 0.00% | −11−9.0% | Reduced |
| Orion Capital Management LLC | 113 | $5.67K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 113 | $5.70K | 0.00% | −29,785−99.6% | Reduced |
| Versant Capital Management, Inc | 121 | $6.07K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 121 | $6.07K | 0.00% | +81+202.5% | Added |
| Glass Jacobson Investment Advisors llc | 124 | $6.22K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 124 | $6.22K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 128 | $6.42K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 128 | $6.42K | 0.00% | −308−70.6% | Reduced |
| Bell Investment Advisors, Inc | 128 | $6.42K | 0.00% | +73+132.7% | Added |
| Founders Capital Management | 129 | $6.47K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 125 | $6.74K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 136 | $6.83K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 138 | $6.93K | 0.01% | +60+76.9% | Added |
| FSA Wealth Management LLC | 143 | $7.16K | 0.00% | +1+0.7% | Added |
| VisionPoint Advisory Group, LLC | 149 | $7.48K | 0.00% | −38−20.3% | Reduced |
| Archer Investment Corp | 150 | $7.53K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 153 | $7.69K | 0.00% | +153 | New |
| TruNorth Capital Management, LLC | 159 | $7.98K | 0.00% | +159 | New |
| Caitlin John, LLC | 161 | $8.09K | 0.01% | −20−11.0% | Reduced |
| General Partner, Inc. | 167 | $8.38K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 169 | $8.48K | 0.00% | +169 | New |
| Adirondack Trust Co | 170 | $8.53K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 172 | $8.63K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 176 | $8.83K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 176 | $8.83K | 0.01% | −235−57.2% | Reduced |
| Macquarie Group Ltd | 173 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 185 | $9.29K | 0.00% | +128+224.6% | Added |
| Albion Financial Group | 194 | $9.74K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $10.0K | 0.00% | +200 | New |
| Future Financial Wealth Managment LLC | 200 | $10.0K | 0.01% | +200 | New |
| Richardson Financial Services Inc. | 200 | $10.0K | 0.01% | +200 | New |
| Redmont Wealth Advisors LLC | 235 | $11.8K | 0.02% | +235 | New |
| Pin Oak Investment Advisors Inc | 232 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 247 | $12.0K | 0.00% | +13+5.6% | Added |
| Bray Capital Advisors | 250 | $12.5K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 253 | $13.0K | 0.01% | +3+1.2% | Added |
| Kelly Financial Services LLC | 260 | $13.0K | 0.00% | +2+0.8% | Added |
| Rocky Mountain Advisers, LLC | 267 | $13.4K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 267 | $13.4K | 0.00% | +267 | New |
| New England Capital Financial Advisors LLC | 271 | $13.6K | 0.01% | +2+0.7% | Added |
| Smartleaf Asset Management LLC | 272 | $13.6K | 0.00% | +49+22.0% | Added |
| Highlander Capital Management, LLC | 280 | $14.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 290 | $14.6K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 273 | $14.8K | 0.00% | +2+0.7% | Added |
| GW&K Investment Management, LLC | 289 | $15.0K | 0.00% | +46+18.9% | Added |
| Community Bank, N.A. | 300 | $15.1K | 0.00% | +300 | New |
| Wetzel Investment Advisors, Inc. | 323 | $15.1K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 306 | $15.4K | 0.00% | +306 | New |
| Quintet Private Bank (Europe) S.A. | 282 | $16.2K | 0.00% | +282 | New |
| FSC Wealth Advisors, LLC | 342 | $17.2K | 0.01% | −2−0.6% | Reduced |
| Salomon & Ludwin, LLC | 348 | $17.5K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 351 | $17.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 358 | $18.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 367 | $18.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 365 | $18.3K | 0.02% | +81+28.5% | Added |