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 |
|---|---|---|---|---|---|
| Somerville Kurt F | 7,242 | $363.5K | 0.06% | −50−0.7% | Reduced |
| Great Diamond Partners, LLC | 7,258 | $364.3K | 0.08% | +49+0.7% | Added |
| Carnegie Capital Asset Management, LLC | 7,268 | $364.8K | 0.01% | −3,252−30.9% | Reduced |
| Icon Wealth Advisors, LLC | 7,274 | $365.1K | 0.03% | +547+8.1% | Added |
| Ronald Blue Trust, Inc. | 7,279 | $365.3K | 0.01% | +581+8.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,389 | $370.9K | 0.03% | −30,125−80.3% | Reduced |
| Gallacher Capital Management LLC | 7,393 | $371.0K | 0.19% | +644+9.5% | Added |
| Canandaigua National Bank & Trust Co | 7,456 | $374.2K | 0.06% | −1,227−14.1% | Reduced |
| FourThought Financial Partners, LLC | 7,475 | $375.2K | 0.04% | +2,397+47.2% | Added |
| KC Investment Advisors, LLC | 7,484 | $375.6K | 0.19% | +846+12.7% | Added |
| Searle & Co. | 7,500 | $376.4K | 0.10% | 00.0% | Unchanged |
| BSW Wealth Partners | 7,507 | $376.8K | 0.06% | +914+13.9% | Added |
| Abbrea Capital, LLC | 7,515 | $377.0K | 0.05% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 7,600 | $381.4K | 0.25% | −216−2.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,627 | $382.8K | 0.01% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 7,650 | $384.0K | 0.32% | +7,650 | New |
| Jacobi Capital Management LLC | 7,678 | $385.4K | 0.04% | +1,472+23.7% | Added |
| South State Corp. | 7,681 | $385.5K | 0.03% | +33+0.4% | Added |
| Park Place Capital Corp | 7,759 | $389.4K | 0.14% | −3,113−28.6% | Reduced |
| Empower Advisory Group, LLC | 7,788 | $390.9K | 0.00% | +1,074+16.0% | Added |
| GAMMA Investing LLC | 7,838 | $393.4K | 0.08% | +1,173+17.6% | Added |
| Douglas Lane & Associates, LLC | 7,854 | $394.2K | 0.01% | −1,971−20.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 7,895 | $396.3K | 0.01% | −1,345−14.6% | Reduced |
| Bessemer Group Inc | 7,953 | $399.0K | 0.00% | −1,234−13.4% | Reduced |
| Tranquilli Financial Advisor LLC | 7,983 | $400.7K | 0.27% | −573−6.7% | Reduced |
| Buckingham Strategic Partners | 7,999 | $401.5K | 0.01% | +7,999 | New |
| Allen Investment Management LLC | 8,005 | $401.8K | 0.01% | −970−10.8% | Reduced |
| Greenleaf Trust | 8,024 | $402.7K | 0.00% | −484−5.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,047 | $403.9K | 0.19% | +1,723+27.2% | Added |
| WealthTrust Axiom LLC | 8,077 | $405.4K | 0.13% | −76−0.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,085 | $405.8K | 0.04% | −434−5.1% | Reduced |
| Ieq Capital, LLC | 8,087 | $405.9K | 0.01% | +918+12.8% | Added |
| Sivia Capital Partners, LLC | 8,090 | $406.0K | 0.28% | +101+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 8,239 | $413.5K | 0.03% | −1,358−14.2% | Reduced |
| Principal Street Partners, LLC | 7,744 | $414.1K | 0.08% | +84+1.1% | Added |
| Hunter Associates Investment Management LLC | 8,250 | $415.0K | 0.07% | 00.0% | Unchanged |
| Savant Capital, LLC | 8,298 | $416.5K | 0.00% | +1,001+13.7% | Added |
| Byrne Asset Management LLC | – | $416.6K | 0.29% | – | – |
| PDS Planning, Inc | 8,302 | $416.7K | 0.04% | +663+8.7% | Added |
| Daymark Wealth Partners, LLC | 8,334 | $418.3K | 0.02% | −1,393−14.3% | Reduced |
| Lido Advisors, LLC | 8,343 | $418.7K | 0.00% | +931+12.6% | Added |
| Parsons Capital Management Inc | 8,369 | $420.1K | 0.03% | −1,005−10.7% | Reduced |
| Twelve Points Wealth Management LLC | 8,411 | $422.1K | 0.15% | −797−8.7% | Reduced |
| Clarius Group, LLC | 8,429 | $423.1K | 0.03% | −2,120−20.1% | Reduced |
| Chicago Capital, LLC | 8,434 | $423.3K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 8,439 | $423.6K | 0.05% | +476+6.0% | Added |
| Brighton Jones LLC | 8,490 | $426.1K | 0.02% | +1,467+20.9% | Added |
| Buckingham Strategic Wealth, LLC | 8,557 | $429.5K | 0.00% | +212+2.5% | Added |
| Court Place Advisors, LLC | 8,575 | $430.4K | 0.14% | −1,300−13.2% | Reduced |
| Vontobel Holding Ltd. | 8,610 | $432.1K | 0.00% | +8,610 | New |
| Wellington Shields & Co., LLC | 8,612 | $432.2K | 0.14% | −1,500−14.8% | Reduced |
| Raleigh Capital Management Inc. | 8,634 | $433.4K | 0.19% | −8,028−48.2% | Reduced |
| Engineers Gate Manager LP | 8,652 | $434.2K | 0.01% | −439−4.8% | Reduced |
| Coastal Investment Advisors, Inc. | 8,709 | $437.1K | 0.09% | −3,767−30.2% | Reduced |
| Sage Rhino Capital LLC | 8,711 | $437.2K | 0.10% | +307+3.7% | Added |
| Smart Money Group LLC | 8,465 | $438.9K | 0.17% | +3,664+76.3% | Added |
| Headlands Technologies LLC | 8,780 | $440.7K | 0.11% | −28,651−76.5% | Reduced |
| Capital Investment Counsel, Inc | 8,827 | $443.0K | 0.08% | −60−0.7% | Reduced |
| Transcend Wealth Collective, LLC | 8,832 | $443.3K | 0.04% | +2,720+44.5% | Added |
| Country Club Bank | 8,832 | $443.3K | 0.03% | +342+4.0% | Added |
| Roman Butler Fullerton & Co | 9,225 | $443.4K | 0.17% | −881−8.7% | Reduced |
| RS Crum Inc. | 8,871 | $445.2K | 0.12% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 8,879 | $445.6K | 0.00% | −500−5.3% | Reduced |
| Spinnaker Trust | 8,886 | $446.0K | 0.03% | +51+0.6% | Added |
| FDx Advisors, Inc. | 8,977 | $451.0K | 0.07% | −11,337−55.8% | Reduced |
| Malaga Cove Capital, LLC | 8,998 | $451.6K | 0.18% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 9,111 | $457.3K | 0.02% | −5,164−36.2% | Reduced |
| West Family Investments, Inc. | 9,116 | $457.5K | 0.14% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 9,118 | $457.6K | 0.24% | +9,118 | New |
| Hilltop National Bank | 9,173 | $460.4K | 0.16% | +9,173 | New |
| Bond & Devick Financial Network, Inc. | 9,214 | $462.5K | 0.25% | −82−0.9% | Reduced |
| Mather Group, LLC. | 9,553 | $463.1K | 0.01% | +179+1.9% | Added |
| Boothbay Fund Management, LLC | 9,238 | $463.7K | 0.01% | +9,238 | New |
| Ashton Thomas Private Wealth, LLC | 9,284 | $466.0K | 0.03% | +1,875+25.3% | Added |
| Boston Private Wealth LLC | 9,301 | $466.8K | 0.01% | −1,468−13.6% | Reduced |
| Ignite Planners, LLC | 9,382 | $467.7K | 0.13% | −1,444−13.3% | Reduced |
| Private Trust Co NA | 9,325 | $468.0K | 0.05% | −176−1.9% | Reduced |
| Intrua Financial, LLC | 9,325 | $468.0K | 0.07% | −269−2.8% | Reduced |
| Rbo & Co LLC | 9,394 | $471.5K | 0.08% | −600−6.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,469 | $475.2K | 0.01% | +640+7.2% | Added |
| Chemistry Wealth Management LLC | 9,541 | $478.9K | 0.13% | −1,120−10.5% | Reduced |
| Advisors Preferred, LLC | 9,626 | $479.9K | 0.08% | +9,626 | New |
| WSFS Capital Management, LLC | 9,567 | $480.2K | 0.03% | −28−0.3% | Reduced |
| Beutel, Goodman & Co Ltd. | 9,600 | $481.0K | 0.00% | +3,320+52.9% | Added |
| Marcum Wealth, LLC | 9,593 | $481.5K | 0.05% | +1,189+14.1% | Added |
| Phillips Wealth Planners LLC | 10,384 | $482.5K | 0.55% | +2,017+24.1% | Added |
| Riverwater Partners LLC | 9,621 | $482.9K | 0.35% | +1,996+26.2% | Added |
| Kovitz Investment Group Partners, LLC | 9,670 | $485.3K | 0.01% | −559−5.5% | Reduced |
| Powers Advisory Group, LLC | 9,683 | $486.0K | 0.28% | −618−6.0% | Reduced |
| Keystone Financial Services | 9,839 | $493.8K | 0.22% | −35−0.4% | Reduced |
| Red Door Wealth Management, LLC | 9,864 | $495.1K | 0.10% | +100+1.0% | Added |
| Central Trust Co | 9,922 | $498.0K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 9,976 | $500.7K | 0.08% | −86−0.9% | Reduced |
| Allworth Financial LP | 10,034 | $503.6K | 0.00% | +330+3.4% | Added |
| FirstPurpose Wealth LLC | 10,671 | $509.4K | 0.18% | +1,614+17.8% | Added |
| Wescott Financial Advisory Group, LLC | 10,159 | $509.9K | 0.06% | −878−8.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 10,175 | $510.7K | 0.20% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,201 | $512.0K | 0.06% | +13+0.1% | Added |
| Cozad Asset Management Inc | 10,210 | $512.4K | 0.05% | −869−7.8% | Reduced |
| Range Financial Group LLC | 10,409 | $522.4K | 0.27% | +1,372+15.2% | Added |