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 |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 370 | $18.6K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 394 | $19.8K | 0.00% | +394 | New |
| Barrett & Company, Inc. | 400 | $20.1K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 400 | $20.1K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 400 | $20.1K | 0.01% | 00.0% | Unchanged |
| Trust Co | 400 | $20.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 400 | $20.1K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 400 | $20.1K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 424 | $21.3K | 0.00% | +2+0.5% | Added |
| RFP Financial Group LLC | 427 | $21.4K | 0.01% | −16−3.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 440 | $22.1K | 0.01% | −300−40.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 449 | $22.5K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 469 | $23.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 477 | $23.9K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 480 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 486 | $24.4K | 0.01% | +86+21.5% | Added |
| Aspire Private Capital, LLC | 499 | $25.1K | 0.01% | −60−10.7% | Reduced |
| JNBA Financial Advisors | 507 | $25.4K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 512 | $25.7K | 0.01% | +512 | New |
| City State Bank | 517 | $26.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 535 | $26.9K | 0.01% | +1+0.2% | Added |
| Centerpoint Advisors, LLC | 535 | $27.0K | 0.01% | +3+0.6% | Added |
| Quent Capital, LLC | 559 | $28.1K | 0.00% | +559 | New |
| Rise Advisors, LLC | 561 | $28.2K | 0.02% | +561 | New |
| Country Trust Bank | 563 | $28.3K | 0.00% | −63−10.1% | Reduced |
| Financial Avengers, Inc. | 585 | $29.1K | 0.02% | +4+0.7% | Added |
| Proequities, Inc. | 589 | $29.6K | 0.00% | −10,748−94.8% | Reduced |
| Godsey & Gibb Associates | 600 | $30.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 611 | $30.7K | 0.01% | +87+16.6% | Added |
| Financial Management Professionals, Inc. | 610 | $31.0K | 0.00% | +263+75.8% | Added |
| SRS Capital Advisors, Inc. | 622 | $31.2K | 0.00% | +19+3.2% | Added |
| Caldwell Sutter Capital, Inc. | 630 | $31.6K | 0.02% | +87+16.0% | Added |
| Financial Perspectives, Inc | 634 | $31.8K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 648 | $32.5K | 0.00% | +47+7.8% | Added |
| Baldwin Brothers Inc | 650 | $32.6K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 664 | $33.3K | 0.00% | +46+7.4% | Added |
| TFC Financial Management | 684 | $34.3K | 0.01% | −705−50.8% | Reduced |
| Bogart Wealth, LLC | 709 | $35.6K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 700 | $36.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 719 | $36.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 723 | $36.3K | 0.00% | −495−40.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 809 | $40.6K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 813 | $40.8K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 825 | $41.4K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 866 | $43.2K | 0.00% | −921−51.5% | Reduced |
| Global Financial Private Client, LLC | 906 | $45.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 911 | $45.7K | 0.00% | −1−0.1% | Reduced |
| Laurel Wealth Advisors LLC | 928 | $46.6K | 0.01% | +44+5.0% | Added |
| Prestige Wealth Management Group LLC | 950 | $47.7K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 957 | $48.0K | 0.00% | −524−35.4% | Reduced |
| Continuum Advisory, LLC | 910 | $48.6K | 0.01% | −7,860−89.6% | Reduced |
| Missouri Trust & Investment Co | 1,000 | $50.2K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,011 | $50.7K | 0.01% | +1,011 | New |
| Tower Research Capital LLC (TRC) | 1,031 | $51.7K | 0.00% | −4,923−82.7% | Reduced |
| Boyd Watterson Asset Management LLC | 1,052 | $52.8K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,084 | $54.4K | 0.00% | +1,084 | New |
| Investors Research Corp | 1,088 | $54.6K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,052 | $54.6K | 0.05% | −3−0.3% | Reduced |
| Westside Investment Management, Inc. | 1,123 | $56.4K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,139 | $57.2K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,200 | $60.2K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,214 | $60.9K | 0.02% | +1,214 | New |
| CNB Bank | 1,229 | $61.7K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,250 | $62.7K | 0.01% | +54+4.5% | Added |
| Castleview Partners, LLC | 1,252 | $62.8K | 0.04% | −27−2.1% | Reduced |
| Rothschild Investment LLC | 1,289 | $64.7K | 0.00% | −137−9.6% | Reduced |
| Mondrian Investment Partners LTD | 1,316 | $66.1K | 0.00% | −1,820−58.0% | Reduced |
| Pingora Partners LLC | 1,392 | $69.9K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,437 | $72.1K | 0.00% | −3,429−70.5% | Reduced |
| LGT Financial Advisors LLC | 1,456 | $73.1K | 0.08% | +6+0.4% | Added |
| Evermay Wealth Management LLC | 1,485 | $74.5K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1,500 | $75.3K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,505 | $75.5K | 0.06% | +1,505 | New |
| Salem Investment Counselors Inc | 1,517 | $76.1K | 0.00% | −1,300−46.1% | Reduced |
| Field & Main Bank | 1,525 | $76.5K | 0.03% | −125−7.6% | Reduced |
| Colonial Trust Advisors | 1,546 | $77.6K | 0.01% | +174+12.7% | Added |
| Old Point Trust & Financial Services N A | 1,608 | $80.7K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,625 | $81.6K | 0.00% | −1,957−54.6% | Reduced |
| Atlas Capital Advisors LLC | 1,627 | $81.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,647 | $82.7K | 0.01% | +247+17.6% | Added |
| Chilton Capital Management LLC | 1,660 | $83.3K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,670 | $83.9K | 0.04% | −60−3.5% | Reduced |
| Barclays PLC | 1,702 | $85.4K | 0.00% | +1,066+167.6% | Added |
| Carmichael Hill & Associates, Inc. | 1,774 | $89.0K | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,836 | $92.1K | 0.02% | −164−8.2% | Reduced |
| GHP Investment Advisors, Inc. | 1,847 | $92.7K | 0.00% | −187−9.2% | Reduced |
| Thompson Investment Management, Inc. | 1,950 | $97.9K | 0.01% | +22+1.1% | Added |
| Cassady Schiller Wealth Management, LLC | 2,263 | $113.6K | 0.05% | +63+2.9% | Added |
| Ci Investments Inc. | 2,280 | $114.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 2,285 | $115.0K | 0.00% | +1,312+134.8% | Added |
| HHM Wealth Advisors, LLC | 2,313 | $116.1K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,337 | $117.3K | 0.05% | −25−1.1% | Reduced |
| Compass Wealth Management LLC | 2,351 | $118.0K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,396 | $120.3K | 0.00% | −174,451−98.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,425 | $121.7K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,575 | $129.2K | 0.09% | −17,615−87.2% | Reduced |
| Creative Financial Designs Inc | 2,579 | $129.4K | 0.01% | +65+2.6% | Added |
| West Branch Capital LLC | 2,720 | $136.5K | 0.06% | +2+0.1% | Added |
| Montag A & Associates Inc | 2,758 | $138.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,787 | $139.9K | 0.03% | 00.0% | Unchanged |