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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 5,155 | $259.0K | 0.03% | +4,108+392.4% | Added |
| Graybill Bartz & Assoc Ltd | 5,164 | $259.2K | 0.11% | +115+2.3% | Added |
| WCM Investment Management, LLC | 5,169 | $259.4K | 0.00% | +696+15.6% | Added |
| Campbell & CO Investment Adviser LLC | 5,193 | $260.6K | 0.02% | −277−5.1% | Reduced |
| Fulcrum Capital LLC | 5,220 | $262.0K | 0.06% | +395+8.2% | Added |
| Strategic Wealth Partners, Ltd. | 5,292 | $265.6K | 0.03% | −3,873−42.3% | Reduced |
| Traphagen Investment Advisors LLC | 5,298 | $265.9K | 0.03% | −274−4.9% | Reduced |
| Edge Capital Group, LLC | 5,302 | $266.1K | 0.01% | −974−15.5% | Reduced |
| TCG Advisory Services, LLC | 5,317 | $266.9K | 0.01% | +5,317 | New |
| Lion Street Advisors, LLC | 5,547 | $268.9K | 0.11% | 00.0% | Unchanged |
| Optas, LLC | 5,389 | $270.5K | 0.07% | +438+8.8% | Added |
| Hummer Financial Advisory Services Inc | 5,394 | $270.7K | 0.22% | −856−13.7% | Reduced |
| Sabal Trust CO | 5,406 | $271.3K | 0.02% | −71−1.3% | Reduced |
| Legacy Private Trust Co. | 5,423 | $272.2K | 0.02% | 00.0% | Unchanged |
| Callan Capital, LLC | 5,425 | $272.3K | 0.02% | +782+16.8% | Added |
| Boston Financial Mangement LLC | 5,451 | $273.6K | 0.01% | −931−14.6% | Reduced |
| V-Square Quantitative Management LLC | 5,574 | $277.4K | 0.05% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,531 | $277.6K | 0.04% | +1,375+33.1% | Added |
| Mill Creek Capital Advisors, LLC | 5,587 | $280.4K | 0.01% | −199−3.4% | Reduced |
| SeaCrest Wealth Management, LLC | 5,619 | $282.0K | 0.03% | −8,742−60.9% | Reduced |
| Atlas Brown,Inc. | 5,638 | $283.0K | 0.10% | +4+0.1% | Added |
| Argonautica Private Wealth Management, Inc | 5,642 | $283.2K | 0.10% | −545−8.8% | Reduced |
| Summit Trail Advisors, LLC | 5,715 | $286.8K | 0.01% | +498+9.5% | Added |
| Aptus Capital Advisors, LLC | 5,723 | $287.2K | 0.01% | +5,723 | New |
| Eagle Bay Advisors LLC | 5,730 | $287.6K | 0.18% | +3,201+126.6% | Added |
| Addison Advisors LLC | 5,741 | $288.1K | 0.10% | −285−4.7% | Reduced |
| Diversified Trust Co | 5,754 | $288.8K | 0.01% | +1,086+23.3% | Added |
| Forum Financial Management, LP | 5,770 | $289.6K | 0.00% | +1,512+35.5% | Added |
| Foundations Investment Advisors, LLC | 5,795 | $290.8K | 0.01% | +792+15.8% | Added |
| Grey Street Capital, LLC | 5,869 | $294.5K | 0.04% | +5,869 | New |
| Fiduciary Group LLC | 5,895 | $295.9K | 0.03% | −286−4.6% | Reduced |
| Roberts Glore & Co Inc | 5,941 | $298.2K | 0.09% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 5,945 | $298.4K | 0.14% | +5,945 | New |
| CVA Family Office, LLC | 5,949 | $298.6K | 0.05% | −19−0.3% | Reduced |
| Probity Advisors, Inc. | 5,973 | $299.8K | 0.06% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,000 | $301.1K | 0.01% | −200−3.2% | Reduced |
| Phocas Financial Corp. | 6,000 | $301.1K | 0.04% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 6,002 | $301.2K | 0.01% | −1,806−23.1% | Reduced |
| Drive Wealth Management, LLC | 6,013 | $301.8K | 0.08% | −1,586−20.9% | Reduced |
| Applied Finance Capital Management, LLC | 6,015 | $301.9K | 0.02% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 6,081 | $303.1K | 0.09% | −6,307−50.9% | Reduced |
| Inscription Capital, LLC | 6,073 | $304.8K | 0.05% | +6,073 | New |
| AlphaQ Advisors LLC | 6,096 | $306.0K | 0.18% | −1,026−14.4% | Reduced |
| Abel Hall, LLC | 6,102 | $306.3K | 0.23% | +577+10.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 6,130 | $307.7K | 0.32% | +25+0.4% | Added |
| Warren Averett Asset Management, LLC | 6,146 | $308.5K | 0.01% | +6,146 | New |
| Schrum Private Wealth Management LLC | 6,161 | $309.2K | 0.28% | +6,161 | New |
| Farmers & Merchants Investments Inc | 6,166 | $309.5K | 0.01% | −125−2.0% | Reduced |
| Cetera Trust Company, N.A | 6,195 | $310.9K | 0.19% | −375−5.7% | Reduced |
| Bradley Foster & Sargent Inc | 6,231 | $312.7K | 0.01% | −1,000−13.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,226 | $314.0K | 0.19% | −200−3.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 6,258 | $314.1K | 0.28% | +125+2.0% | Added |
| Mane Global Capital Management LP | 6,314 | $316.9K | 0.03% | +6,314 | New |
| Centaurus Financial, Inc. | 6,344 | $318.0K | 0.02% | +1,254+24.6% | Added |
| Lindbrook Capital, LLC | 6,399 | $321.2K | 0.03% | −762−10.6% | Reduced |
| Diligent Investors, LLC | 6,417 | $322.0K | 0.08% | +20.0% | Added |
| Lincoln Capital LLC | 6,434 | $322.9K | 0.07% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,469 | $324.7K | 0.03% | +6,469 | New |
| O'Brien Greene & Co. Inc | 6,479 | $325.2K | 0.11% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,490 | $325.7K | 0.05% | 00.0% | Unchanged |
| Port Capital LLC | 6,500 | $326.0K | 0.02% | −500−7.1% | Reduced |
| Geneos Wealth Management Inc. | 6,496 | $326.0K | 0.01% | +1,209+22.9% | Added |
| Cladis Investment Advisory, LLC | 6,500 | $326.2K | 0.24% | −1,500−18.8% | Reduced |
| Frisch Financial Group, Inc. | 6,535 | $328.0K | 0.11% | −753−10.3% | Reduced |
| Wedbush Securities Inc | 6,543 | $328.0K | 0.01% | +6,543 | New |
| Beese Fulmer Investment Management, Inc. | 6,536 | $328.0K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 6,546 | $328.5K | 0.00% | −118−1.8% | Reduced |
| Claro Advisors LLC | 6,605 | $331.5K | 0.06% | +40+0.6% | Added |
| Smithfield Trust Co | 6,619 | $332.0K | 0.02% | −45−0.7% | Reduced |
| Chase Investment Counsel Corp | 6,630 | $332.0K | 0.12% | +384+6.1% | Added |
| Atlantic Union Bankshares Corp | 6,619 | $332.2K | 0.03% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,625 | $332.5K | 0.24% | +6,625 | New |
| Independent Advisor Alliance | 6,629 | $332.7K | 0.01% | +96+1.5% | Added |
| Mission Wealth Management, LP | 6,636 | $333.1K | 0.01% | +1,125+20.4% | Added |
| Rehmann Capital Advisory Group | 6,638 | $333.2K | 0.02% | −172−2.5% | Reduced |
| Avantax Planning Partners, Inc. | 6,658 | $334.2K | 0.01% | +6,658 | New |
| Cornerstone Wealth Group, LLC | 6,722 | $337.4K | 0.03% | +6,722 | New |
| M. Kulyk & Associates, LLC | 6,728 | $337.7K | 0.08% | −51,782−88.5% | Reduced |
| Aries Wealth Management | 6,729 | $337.7K | 0.11% | +200+3.1% | Added |
| Summit Global Investments | 6,728 | $338.0K | 0.03% | +6,728 | New |
| Cullen/Frost Bankers, Inc. | 6,764 | $339.5K | 0.01% | −394−5.5% | Reduced |
| Aspen Grove Capital, LLC | 6,779 | $340.2K | 0.10% | −16−0.2% | Reduced |
| Crescent Grove Advisors, LLC | 6,782 | $340.4K | 0.04% | +4+0.1% | Added |
| Caldwell Trust Co | 6,800 | $341.3K | 0.04% | −1,385−16.9% | Reduced |
| Parkside Financial Bank & Trust | 6,801 | $341.3K | 0.05% | +837+14.0% | Added |
| Woodmont Investment Counsel LLC | 6,861 | $344.4K | 0.03% | −40−0.6% | Reduced |
| FRG Family Wealth Advisors LLC | 6,725 | $348.7K | 0.07% | −400−5.6% | Reduced |
| Fca Corp | 7,000 | $351.3K | 0.11% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 7,017 | $352.2K | 0.01% | −286,707−97.6% | Reduced |
| Graypoint LLC | 7,042 | $353.4K | 0.03% | −583−7.6% | Reduced |
| Value Partners Investments Inc. | 7,059 | $354.1K | 0.03% | +758+12.0% | Added |
| Keudell/Morrison Wealth Management | 7,056 | $354.1K | 0.11% | −1,290−15.5% | Reduced |
| Level Four Advisory Services, LLC | 7,311 | $354.4K | 0.02% | +196+2.8% | Added |
| Breakwater Capital Group | 7,065 | $354.6K | 0.09% | +500+7.6% | Added |
| Lincoln National Corp | 7,069 | $354.8K | 0.01% | +153+2.2% | Added |
| Financial & Tax Architects, LLC | 7,130 | $357.9K | 0.10% | +7,130 | New |
| Sterling Investment Advisors, Ltd. | 7,176 | $360.2K | 0.10% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 7,115 | $362.0K | 0.05% | +7,115 | New |
| Sage Mountain Advisors LLC | 7,225 | $362.6K | 0.04% | +7,225 | New |
| King Luther Capital Management Corp | 7,239 | $363.3K | 0.00% | +304+4.4% | Added |