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 |
|---|---|---|---|---|---|
| Motco | 97,880 | $4.91M | 0.29% | +1,404+1.5% | Added |
| Oak Ridge Investments LLC | 97,947 | $4.92M | 0.50% | +5,773+6.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 98,087 | $4.92M | 0.02% | −6,310−6.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 100,292 | $5.03M | 0.07% | +21,654+27.5% | Added |
| tru Independence LLC | 103,887 | $5.21M | 1.54% | −1,350−1.3% | Reduced |
| Portland Global Advisors LLC | 104,485 | $5.24M | 0.71% | +330+0.3% | Added |
| Fort Washington Investment Advisors Inc | 105,400 | $5.29M | 0.03% | +72+0.1% | Added |
| Tweedy, Browne Co LLC | 106,002 | $5.32M | 0.25% | −16,015−13.1% | Reduced |
| Jacobs & Co | 106,279 | $5.33M | 0.56% | −199−0.2% | Reduced |
| Moran Wealth Management, LLC | 106,305 | $5.34M | 0.17% | +2,041+2.0% | Added |
| Hennessy Advisors Inc | 107,000 | $5.37M | 0.23% | +13,200+14.1% | Added |
| Snowden Capital Advisors LLC | 108,017 | $5.42M | 0.17% | +17,370+19.2% | Added |
| Fiera Capital Corp | 108,638 | $5.45M | 0.02% | −2,917−2.6% | Reduced |
| Kavar Capital Partners Group, LLC | 108,791 | $5.46M | 1.01% | +1,006+0.9% | Added |
| Hamilton Point Investment Advisors, LLC | 108,832 | $5.46M | 1.07% | −4,516−4.0% | Reduced |
| Keating Investment Counselors Inc | 109,608 | $5.50M | 1.77% | −8,490−7.2% | Reduced |
| US Bancorp | 110,616 | $5.55M | 0.01% | −11,297−9.3% | Reduced |
| Ethic Inc. | 110,836 | $5.56M | 0.14% | +28,547+34.7% | Added |
| Shufro Rose & Co LLC | 112,018 | $5.62M | 0.46% | −1,468−1.3% | Reduced |
| Becker Capital Management Inc | 113,234 | $5.68M | 0.20% | −43,773−27.9% | Reduced |
| Barry Investment Advisors, LLC | 115,168 | $5.78M | 1.93% | +263+0.2% | Added |
| QRG Capital Management, Inc. | 115,176 | $5.78M | 0.07% | +12,649+12.3% | Added |
| Guyasuta Investment Advisors Inc | 119,655 | $5.80M | 0.42% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 117,586 | $5.90M | 0.34% | −126,228−51.8% | Reduced |
| Hantz Financial Services, Inc. | 119,164 | $5.98M | 0.12% | −4,425−3.6% | Reduced |
| Auxier Asset Management | 119,543 | $6.00M | 0.91% | +14,540+13.8% | Added |
| Windle Wealth, LLC | 121,501 | $6.10M | 3.88% | +1,893+1.6% | Added |
| Live Oak Private Wealth LLC | 121,854 | $6.12M | 1.06% | −1,066−0.9% | Reduced |
| Oxbow Advisors, LLC | 126,198 | $6.33M | 0.87% | −498−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 127,183 | $6.38M | 0.04% | −4,278−3.3% | Reduced |
| Blair William & Co | 127,949 | $6.42M | 0.02% | −2,629−2.0% | Reduced |
| Chartwell Investment Partners, LLC | 128,086 | $6.43M | 0.22% | +15,197+13.5% | Added |
| One Capital Management, LLC | 128,636 | $6.46M | 0.23% | +7,985+6.6% | Added |
| Keystone Financial Planning, Inc. | 128,655 | $6.46M | 2.09% | +85,782+200.1% | Added |
| NorthCrest Asset Manangement, LLC | 135,246 | $6.79M | 0.23% | +3,400+2.6% | Added |
| Sequoia Financial Advisors, LLC | 136,539 | $6.85M | 0.09% | −10,345−7.0% | Reduced |
| Bryn Mawr Trust Co | 136,926 | $6.87M | 0.26% | +136,926 | New |
| Destination Wealth Management | 137,153 | $6.88M | 0.23% | +3,615+2.7% | Added |
| Rockefeller Capital Management L.P. | 140,122 | $7.03M | 0.02% | +71,260+103.5% | Added |
| Cerity Partners LLC | 141,314 | $7.11M | 0.02% | +44,937+46.6% | Added |
| Advocate Group LLC | 141,801 | $7.12M | 1.42% | −7,260−4.9% | Reduced |
| Sanders Capital, LLC | 142,840 | $7.17M | 0.01% | +6,760+5.0% | Added |
| Russell Investments Group, Ltd. | 143,422 | $7.20M | 0.01% | −88,261−38.1% | Reduced |
| Mercer Global Advisors Inc | 143,964 | $7.23M | 0.02% | −1,842−1.3% | Reduced |
| Alerus Financial NA | 145,466 | $7.30M | 0.55% | −15,734−9.8% | Reduced |
| NewSquare Capital LLC | 146,566 | $7.36M | 0.65% | +146,466+146,466.0% | Added |
| Philadelphia Trust Co | 146,815 | $7.37M | 0.59% | −8,545−5.5% | Reduced |
| Systematic Alpha Investments, LLC | 147,881 | $7.42M | 0.30% | 00.0% | Unchanged |
| CWM, LLC | 148,385 | $7.45M | 0.04% | −10,925−6.9% | Reduced |
| Guardian Capital LP | 150,421 | $7.55M | 0.26% | +250.0% | Added |
| Brinker Capital Investments, LLC | 153,137 | $7.69M | 0.08% | +17,094+12.6% | Added |
| Orion Portfolio Solutions, LLC | 153,137 | $7.69M | 0.08% | +17,094+12.6% | Added |
| ProVise Management Group, LLC | 155,441 | $7.80M | 0.68% | +10,902+7.5% | Added |
| Mar Vista Investment Partners LLC | 157,320 | $7.90M | 0.34% | +31,847+25.4% | Added |
| Beacon Pointe Advisors, LLC | 157,760 | $7.92M | 0.09% | −1,477−0.9% | Reduced |
| XML Financial, LLC | 157,830 | $7.92M | 0.81% | −32,458−17.1% | Reduced |
| Martin Capital Partners, LLC | 159,406 | $8.00M | 3.07% | +5,716+3.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 160,902 | $8.08M | 0.03% | −18,667−10.4% | Reduced |
| Baird Financial Group, Inc. | 162,488 | $8.16M | 0.02% | +1,541+1.0% | Added |
| Templeton & Phillips Capital Management, LLC | 162,714 | $8.17M | 7.56% | −40,669−20.0% | Reduced |
| Kornitzer Capital Management Inc | 163,642 | $8.21M | 0.15% | +47,271+40.6% | Added |
| Gabelli Funds LLC | 164,895 | $8.28M | 0.06% | +1,150+0.7% | Added |
| American Assets Investment Management, LLC | 170,000 | $8.53M | 0.81% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 171,420 | $8.60M | 0.36% | −3,467−2.0% | Reduced |
| Sound Income Strategies, LLC | 171,570 | $8.61M | 0.64% | +12,055+7.6% | Added |
| Matthew Goff Investment Advisor, LLC | 172,700 | $8.67M | 1.75% | +5,937+3.6% | Added |
| Nicholas Company, Inc. | 173,600 | $8.71M | 0.14% | 00.0% | Unchanged |
| Sustainable Growth Advisers, LP | 175,133 | $8.79M | 0.04% | −6,330−3.5% | Reduced |
| Pathstone Holdings, LLC | 175,143 | $8.79M | 0.04% | +1,055+0.6% | Added |
| Rockland Trust Co | 178,047 | $8.94M | 0.47% | +3,813+2.2% | Added |
| Clean Yield Group | 178,534 | $8.96M | 3.49% | −1,133−0.6% | Reduced |
| First Personal Financial Services | 179,069 | $8.99M | 2.08% | −3,683−2.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 184,740 | $9.27M | 0.63% | +47,211+34.3% | Added |
| Clearbridge Investments, LLC | 186,247 | $9.35M | 0.01% | +41,976+29.1% | Added |
| Manning & Napier Group, LLC | 188,179 | $9.44M | 0.11% | −3,144,775−94.4% | Reduced |
| Jennison Associates LLC | 192,856 | $9.68M | 0.01% | +27,065+16.3% | Added |
| Managed Asset Portfolios, LLC | 192,892 | $9.68M | 1.41% | −4,537−2.3% | Reduced |
| Cresset Asset Management, LLC | 201,340 | $10.1M | 0.05% | +14,229+7.6% | Added |
| GFS Advisors, LLC | 209,138 | $10.5M | 1.74% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 217,851 | $10.9M | 0.21% | +3,759+1.8% | Added |
| Richard C. Young & CO., LTD. | 224,354 | $11.3M | 1.41% | −11,169−4.7% | Reduced |
| Groupama Asset Managment | 232,679 | $11.7M | 0.21% | +232,679 | New |
| SEI Investments Co | 237,085 | $11.9M | 0.02% | −122,668−34.1% | Reduced |
| TownSquare Capital, LLC | 239,204 | $12.0M | 0.18% | +50,460+26.7% | Added |
| Modera Wealth Management, LLC | 241,804 | $12.1M | 0.18% | +3,816+1.6% | Added |
| Alpha Cubed Investments, LLC | 245,556 | $12.3M | 0.64% | +112,838+85.0% | Added |
| Jane Street Group, LLC | 247,411 | $12.4M | 0.02% | −535,787−68.4% | Reduced |
| Creative Planning | 247,672 | $12.4M | 0.01% | +12,263+5.2% | Added |
| Advisor Group Holdings, Inc. | 249,742 | $12.5M | 0.03% | −152,813−38.0% | Reduced |
| MML Investors Services, LLC | 255,761 | $12.8M | 0.05% | −7,351−2.8% | Reduced |
| Euro Pacific Asset Management, LLC | 263,880 | $12.9M | 2.63% | −38,115−12.6% | Reduced |
| Cetera Investment Advisers | 277,679 | $13.9M | 0.03% | +189,121+213.6% | Added |
| Ycg, LLC | 290,535 | $14.3M | 1.14% | −1,802−0.6% | Reduced |
| Zevin Asset Management LLC | 285,947 | $14.4M | 2.39% | −8,978−3.0% | Reduced |
| Wallace Capital Management Inc. | 286,414 | $14.4M | 1.96% | +69,121+31.8% | Added |
| Segall Bryant & Hamill, LLC | 292,000 | $14.7M | 0.27% | −113,230−27.9% | Reduced |
| Citigroup Inc | 294,123 | $14.8M | 0.02% | +23,553+8.7% | Added |
| Scotia Capital Inc. | 296,884 | $14.9M | 0.09% | −13,255−4.3% | Reduced |
| Yacktman Asset Management LP | 299,630 | $15.0M | 0.14% | +8,977+3.1% | Added |
| Northstar Asset Management Inc | 301,383 | $15.1M | 2.66% | −2,919−1.0% | Reduced |