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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 2,935 | $147.3K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 2,985 | $149.8K | 0.04% | −300−9.1% | Reduced |
| Delta Asset Management LLC | 3,092 | $155.2K | 0.01% | −9−0.3% | Reduced |
| Bruce G. Allen Investments, LLC | 3,157 | $158.4K | 0.13% | +641+25.5% | Added |
| Tyler-Stone Wealth Management | 3,198 | $160.5K | 0.07% | +650+25.5% | Added |
| Edmond de Rothschild Holding S.A. | 3,213 | $161.3K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,265 | $163.9K | 0.06% | +3,265 | New |
| Washington Trust Co | 3,400 | $170.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,428 | $172.1K | 0.01% | −263−7.1% | Reduced |
| Rosenberg Matthew Hamilton | 3,452 | $172.1K | 0.05% | −342−9.0% | Reduced |
| Capital Analysts, LLC | 3,463 | $174.0K | 0.01% | +19+0.6% | Added |
| First Horizon Advisors, Inc. | 3,514 | $176.4K | 0.01% | −241−6.4% | Reduced |
| BNP Paribas Arbitrage, SA | 3,535 | $177.4K | 0.00% | −128−3.5% | Reduced |
| United Community Bank | 3,550 | $178.2K | 0.07% | +590+19.9% | Added |
| Sittner & Nelson, LLC | 3,619 | $181.6K | 0.09% | −492−12.0% | Reduced |
| Credit Agricole S A | 4,000 | $187.4K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 3,750 | $188.2K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 3,849 | $193.2K | 0.15% | −621−13.9% | Reduced |
| FinTrust Capital Advisors, LLC | 3,974 | $199.5K | 0.04% | +266+7.2% | Added |
| Spears Abacus Advisors LLC | 3,987 | $200.1K | 0.00% | +3,987 | New |
| Adviser Investments LLC | 4,000 | $200.8K | 0.00% | +4,000 | New |
| Mitchell McLeod Pugh & Williams Inc | 4,002 | $200.9K | 0.05% | +4,002 | New |
| Toronto Dominion Bank | 4,015 | $201.5K | 0.00% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 4,026 | $202.1K | 0.03% | +4,026 | New |
| Carret Asset Management, LLC | 4,044 | $203.0K | 0.02% | +4,044 | New |
| Good Life Advisors, LLC | 4,050 | $203.3K | 0.02% | +4,050 | New |
| Octavia Wealth Advisors, LLC | 4,062 | $203.9K | 0.03% | +4,062 | New |
| Stonegate Investment Group, LLC | 4,065 | $204.0K | 0.01% | +4,065 | New |
| Boston Family Office LLC | 4,090 | $205.0K | 0.01% | −950−18.8% | Reduced |
| Sepio Capital, LP | 4,096 | $205.6K | 0.02% | −84−2.0% | Reduced |
| Private Wealth Partners, LLC | 4,100 | $205.8K | 0.02% | +4,100 | New |
| Wedmont Private Capital | 4,265 | $206.4K | 0.02% | +4,265 | New |
| Mitchell Sinkler & Starr | 4,114 | $206.5K | 0.05% | −19,455−82.5% | Reduced |
| EverSource Wealth Advisors, LLC | 4,013 | $208.1K | 0.02% | −1,153−22.3% | Reduced |
| Broadwater Capital Management LLC | 4,150 | $208.3K | 0.16% | 00.0% | Unchanged |
| S.A. Mason LLC | 4,183 | $209.9K | 0.13% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,200 | $210.8K | 0.06% | −300−6.7% | Reduced |
| BKD Wealth Advisors, LLC | 4,208 | $211.2K | 0.01% | −1,065−20.2% | Reduced |
| Essex Savings Bank | 4,369 | $211.8K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,224 | $212.0K | 0.01% | −333−7.3% | Reduced |
| Stratos Wealth Advisors, LLC | 4,232 | $212.4K | 0.01% | −1,903−31.0% | Reduced |
| Moseley Investment Management Inc | 4,234 | $212.5K | 0.11% | −573−11.9% | Reduced |
| Gladstone Institutional Advisory LLC | 4,246 | $213.1K | 0.01% | −2,276−34.9% | Reduced |
| Cullen Investment Group, Ltd. | 4,344 | $214.4K | 0.03% | −1,457−25.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,285 | $215.1K | 0.01% | −2,000−31.8% | Reduced |
| Marks Group Wealth Management, Inc | 4,307 | $216.2K | 0.02% | +4,307 | New |
| Washington Trust Advisors, Inc. | 4,341 | $217.9K | 0.02% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 4,350 | $218.0K | 0.03% | −6−0.1% | Reduced |
| Fort Sheridan Advisors LLC | 4,355 | $218.6K | 0.04% | 00.0% | Unchanged |
| Trust Point Inc. | 4,380 | $219.8K | 0.02% | +4,380 | New |
| Colony Family Offices, LLC | 4,383 | $220.0K | 0.07% | +4,383 | New |
| Kuhn & Co Investment Counsel | 4,388 | $220.2K | 0.21% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,400 | $220.8K | 0.12% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4,422 | $222.0K | 0.00% | +166+3.9% | Added |
| Grove Bank & Trust | 4,432 | $222.4K | 0.04% | −5,838−56.8% | Reduced |
| IFP Advisors, Inc | 4,435 | $222.6K | 0.01% | −354−7.4% | Reduced |
| Hancock Whitney Corp | 4,449 | $223.3K | 0.01% | +4,449 | New |
| Aurora Private Wealth, Inc. | 4,469 | $224.0K | 0.19% | −149−3.2% | Reduced |
| Hyman Charles D | 4,465 | $224.0K | 0.01% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,493 | $225.5K | 0.08% | +20.0% | Added |
| David Loasby | 4,660 | $225.5K | 0.02% | +4,660 | New |
| Keeley-Teton Advisors, LLC | 4,500 | $225.9K | 0.03% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 4,517 | $226.7K | 0.05% | −5,446−54.7% | Reduced |
| Lafayette Investments, Inc. | 4,520 | $226.9K | 0.05% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 4,546 | $228.2K | 0.08% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,599 | $230.8K | 0.02% | −1,042−18.5% | Reduced |
| Renasant Bank | 4,605 | $231.1K | 0.16% | +44+1.0% | Added |
| Tradition Wealth Management, LLC | 4,606 | $231.2K | 0.02% | −301−6.1% | Reduced |
| Schnieders Capital Management LLC | 4,612 | $231.5K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,616 | $231.7K | 0.02% | +20+0.4% | Added |
| Delta Financial Advisors LLC | 4,633 | $232.5K | 0.09% | −1,995−30.1% | Reduced |
| Regal Investment Advisors LLC | 4,648 | $233.3K | 0.02% | −79−1.7% | Reduced |
| Reuter James Wealth Management, LLC | 4,648 | $233.3K | 0.16% | −2,807−37.7% | Reduced |
| Boston Mountain Money Management Inc | 4,669 | $234.3K | 0.16% | +4,669 | New |
| Balanced Rock Investment Advisor | 4,692 | $235.5K | 0.20% | −1,460−23.7% | Reduced |
| USA Financial Portformulas Corp | 4,738 | $237.8K | 0.04% | −965−16.9% | Reduced |
| Eudaimonia Partners, LLC | 4,743 | $238.1K | 0.06% | −120−2.5% | Reduced |
| Chicago Trust Co NA | 4,760 | $238.9K | 0.05% | +58+1.2% | Added |
| Penobscot Investment Management Company, Inc. | 4,776 | $239.7K | 0.03% | −9,079−65.5% | Reduced |
| Human Investing LLC | 4,801 | $241.0K | 0.05% | −486−9.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,800 | $241.0K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4,811 | $241.5K | 0.24% | +4,811 | New |
| Traveka Wealth, LLC | 4,830 | $242.4K | 0.11% | +415+9.4% | Added |
| Augustine Asset Management Inc | 4,860 | $243.9K | 0.10% | 00.0% | Unchanged |
| Embree Financial Group | 4,892 | $245.5K | 0.05% | +23+0.5% | Added |
| Symphony Financial, Ltd. Co. | 4,895 | $245.7K | 0.06% | −586−10.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,900 | $245.9K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,900 | $245.9K | 0.17% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 4,942 | $248.0K | 0.02% | −1,221−19.8% | Reduced |
| SPC Financial, Inc. | 4,975 | $249.7K | 0.02% | +300+6.4% | Added |
| Oarsman Capital, Inc. | 4,990 | $250.4K | 0.06% | +4,990 | New |
| Verity & Verity, LLC | 5,000 | $250.9K | 0.03% | −66−1.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,012 | $251.6K | 0.02% | −333−6.2% | Reduced |
| Steinberg Asset Management LLC | 5,100 | $256.0K | 0.22% | −175−3.3% | Reduced |
| Hexagon Capital Partners LLC | 5,120 | $257.0K | 0.06% | +1,711+50.2% | Added |
| Franklin Street Advisors Inc | 5,123 | $257.0K | 0.02% | +5,123 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,125 | $257.2K | 0.11% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 5,133 | $257.6K | 0.04% | +288+5.9% | Added |
| Northwest Capital Management Inc | 5,146 | $258.3K | 0.08% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 5,155 | $258.7K | 0.09% | 00.0% | Unchanged |