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 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 10,424 | $523.2K | 0.10% | −265−2.5% | Reduced |
| Garrett Wealth Advisory Group, LLC | 10,427 | $523.3K | 0.21% | +34+0.3% | Added |
| Principle Wealth Partners LLC | 10,443 | $524.1K | 0.04% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 10,473 | $525.6K | 0.52% | +10,473 | New |
| Perigon Wealth Management, LLC | 10,507 | $527.4K | 0.02% | +2,515+31.5% | Added |
| Five Oceans Advisors | 10,515 | $527.7K | 0.27% | −10.0% | Reduced |
| Kingsview Wealth Management, LLC | 10,544 | $529.2K | 0.01% | −1,881−15.1% | Reduced |
| Physicians Financial Services, Inc. | 10,563 | $530.0K | 0.19% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,572 | $530.6K | 0.03% | +2,844+36.8% | Added |
| Tiaa Trust, National Association | 10,608 | $532.4K | 0.00% | −274−2.5% | Reduced |
| Old North State Trust, LLC | 10,654 | $535.0K | 0.45% | +10,654 | New |
| Sandy Cove Advisors, LLC | 10,720 | $538.0K | 0.25% | +540+5.3% | Added |
| Leavell Investment Management, Inc. | 10,765 | $540.0K | 0.03% | −589−5.2% | Reduced |
| IHT Wealth Management, LLC | 10,816 | $542.8K | 0.02% | +422+4.1% | Added |
| Strategic Global Advisors, LLC | 10,817 | $542.9K | 0.12% | −92−0.8% | Reduced |
| Rathbone Brothers plc | 10,918 | $548.3K | 0.00% | −463−4.1% | Reduced |
| Nuance Investments, LLC | 10,987 | $551.5K | 0.01% | +10,987 | New |
| Manchester Capital Management LLC | 11,142 | $559.2K | 0.07% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 11,165 | $560.4K | 0.05% | +11,165 | New |
| Wealth Alliance | 11,190 | $561.6K | 0.07% | −2,599−18.8% | Reduced |
| RSM US Wealth Management LLC | 11,275 | $565.9K | 0.01% | −231−2.0% | Reduced |
| Thoroughbred Financial Services, LLC | 11,326 | $568.0K | 0.05% | −12,122−51.7% | Reduced |
| PAX Financial Group, LLC | 11,338 | $569.1K | 0.11% | +312+2.8% | Added |
| Colonial Trust Co | 11,393 | $571.8K | 0.11% | −323−2.8% | Reduced |
| Glenview Trust Co | 11,470 | $575.7K | 0.01% | −379−3.2% | Reduced |
| Navellier & Associates Inc | 11,492 | $576.8K | 0.07% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 11,528 | $578.6K | 0.15% | −25−0.2% | Reduced |
| Legacy Capital Group California, Inc. | 11,583 | $581.4K | 0.21% | +2,393+26.0% | Added |
| Hartford Funds Management Co LLC | 11,638 | $584.1K | 0.06% | +2,263+24.1% | Added |
| Douglass Winthrop Advisors, LLC | 11,645 | $584.5K | 0.01% | +77+0.7% | Added |
| Ameritas Advisory Services, LLC | 11,784 | $593.2K | 0.02% | −1,113−8.6% | Reduced |
| Shelton Capital Management | 11,885 | $596.5K | 0.02% | −7−0.1% | Reduced |
| Atomi Financial Group, Inc. | 11,916 | $598.1K | 0.06% | +3,263+37.7% | Added |
| Sapient Capital LLC | 12,018 | $603.2K | 0.01% | −4,166−25.7% | Reduced |
| Capstone Investment Advisors, LLC | 12,185 | $611.6K | 0.01% | −34,677−74.0% | Reduced |
| Global Retirement Partners, LLC | 12,214 | $613.0K | 0.02% | −295−2.4% | Reduced |
| Jeppson Wealth Management, LLC | 12,313 | $618.0K | 0.24% | +34+0.3% | Added |
| Weik Capital Management | 12,390 | $621.9K | 0.26% | −4,510−26.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,465 | $625.6K | 0.03% | −1,506−10.8% | Reduced |
| Stock Yards Bank & Trust Co | 12,492 | $627.0K | 0.02% | +445+3.7% | Added |
| Robertson Stephens Wealth Management, LLC | 12,521 | $628.4K | 0.03% | −204−1.6% | Reduced |
| Retirement Guys Formula LLC | 12,611 | $633.0K | 0.31% | +3,123+32.9% | Added |
| Evergreen Capital Management LLC | 12,693 | $637.1K | 0.02% | +1,016+8.7% | Added |
| North Star Investment Management Corp. | 12,744 | $639.6K | 0.05% | −195−1.5% | Reduced |
| FLC Capital Advisors | 12,762 | $640.5K | 0.16% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 12,816 | $643.2K | 0.03% | +938+7.9% | Added |
| Flputnam Investment Management Co | 12,877 | $646.3K | 0.01% | +2,880+28.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,903 | $647.6K | 0.10% | +2,161+20.1% | Added |
| LGL Partners, LLC | 12,932 | $649.1K | 0.11% | +258+2.0% | Added |
| Thrivent Financial for Lutherans | 13,002 | $653.0K | 0.00% | −966−6.9% | Reduced |
| Bank of Nova Scotia Trust Co | 13,025 | $653.7K | 0.07% | +2,425+22.9% | Added |
| DMG Group, LLC | 13,059 | $655.4K | 0.57% | −1,666−11.3% | Reduced |
| WR Wealth Planners, LLC | 13,107 | $657.8K | 0.20% | +893+7.3% | Added |
| Aaron Wealth Advisors | 13,115 | $658.2K | 0.09% | +6,648+102.8% | Added |
| Nuveen Asset Management, LLC | 13,138 | $659.3K | 0.00% | +181+1.4% | Added |
| Pitcairn Co | 13,215 | $663.3K | 0.04% | −453−3.3% | Reduced |
| EP Wealth Advisors, LLC | 13,259 | $665.4K | 0.01% | +2,940+28.5% | Added |
| HF Advisory Group, LLC | 13,352 | $670.2K | 0.37% | +3,640+37.5% | Added |
| Raelipskie Partnership | 13,377 | $671.4K | 0.38% | +4,132+44.7% | Added |
| Dearborn Partners LLC | 13,377 | $671.4K | 0.03% | +541+4.2% | Added |
| Excalibur Management Corp | 13,562 | $680.7K | 0.29% | +513+3.9% | Added |
| Joel Isaacson & Co., LLC | 13,594 | $682.3K | 0.04% | +20.0% | Added |
| BancorpSouth Bank | 13,625 | $683.8K | 0.05% | −1,454−9.6% | Reduced |
| Empowered Funds, LLC | 13,625 | $683.8K | 0.01% | +13,625 | New |
| Garner Asset Management Corp | 13,620 | $684.0K | 0.35% | +790+6.2% | Added |
| HB Wealth Management, LLC | 13,702 | $687.7K | 0.01% | +680+5.2% | Added |
| BKM Wealth Management, LLC | 13,705 | $687.9K | 0.30% | +4,114+42.9% | Added |
| Old National Bancorp | 13,778 | $691.5K | 0.02% | −1,533−10.0% | Reduced |
| Coldstream Capital Management Inc | 13,814 | $693.3K | 0.02% | +2,660+23.8% | Added |
| Credit Suisse AG | 13,826 | $693.9K | 0.00% | +9,019+187.6% | Added |
| Gamco Investors, Inc. Et Al | 13,940 | $699.6K | 0.01% | −539−3.7% | Reduced |
| Fayez Sarofim & Co | 13,960 | $700.6K | 0.00% | −8,691−38.4% | Reduced |
| Fluent Financial, LLC | 13,965 | $700.9K | 0.39% | −8,628−38.2% | Reduced |
| Mengis Capital Management, Inc. | 13,994 | $702.4K | 0.11% | +4,432+46.4% | Added |
| Tritonpoint Wealth, LLC | 14,830 | $702.6K | 0.07% | +337+2.3% | Added |
| Integrated Wealth Concepts LLC | 14,042 | $704.8K | 0.01% | −1,864−11.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 14,184 | $711.9K | 0.16% | +3,382+31.3% | Added |
| Hilltop Holdings Inc. | 14,369 | $721.2K | 0.08% | −1,858−11.5% | Reduced |
| Gibbs Wealth Management | 14,541 | $729.8K | 0.42% | +14,541 | New |
| Squarepoint Ops LLC | 14,554 | $730.5K | 0.00% | +3,373+30.2% | Added |
| River Street Advisors LLC | 14,582 | $731.9K | 0.49% | −93−0.6% | Reduced |
| Essex Financial Services, Inc. | 14,635 | $734.5K | 0.07% | −941−6.0% | Reduced |
| Berkeley Capital Partners, LLC | 14,641 | $734.8K | 0.22% | −16,772−53.4% | Reduced |
| Quadrant Capital Group LLC | 14,789 | $742.3K | 0.06% | −3,718−20.1% | Reduced |
| Vise Technologies, Inc. | 14,797 | $742.6K | 0.15% | +1,468+11.0% | Added |
| BCGM Wealth Management, LLC | 14,814 | $743.5K | 0.27% | −1,013−6.4% | Reduced |
| Wealthspire Advisors, LLC | 14,816 | $743.6K | 0.01% | +448+3.1% | Added |
| Bailard, Inc. | 14,835 | $744.6K | 0.02% | +1,553+11.7% | Added |
| Toroso Investments, LLC | 14,871 | $746.4K | 0.01% | +347+2.4% | Added |
| Aberdeen Wealth Management LLC | 14,926 | $749.1K | 0.44% | −74−0.5% | Reduced |
| Liberty One Investment Management, LLC | 15,034 | $754.6K | 0.09% | +134+0.9% | Added |
| Murphy Pohlad Asset Management LLC | 15,082 | $757.0K | 0.30% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 15,167 | $761.2K | 0.01% | −34,706−69.6% | Reduced |
| Merit Financial Group, LLC | 14,607 | $761.5K | 0.02% | +7,810+114.9% | Added |
| Raab & Moskowitz Asset Management LLC | 15,202 | $763.0K | 0.21% | −440−2.8% | Reduced |
| Susquehanna International Group, LLP | 15,211 | $763.4K | 0.00% | −149,387−90.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,308 | $769.0K | 0.01% | −1,500−8.9% | Reduced |
| Israel Discount Bank of New York | 15,323 | $769.1K | 0.96% | −196−1.3% | Reduced |
| LCM Capital Management Inc | 15,502 | $778.0K | 0.50% | +19+0.1% | Added |
| Legacy Financial Advisors, Inc. | 15,659 | $785.9K | 0.14% | +3,494+28.7% | Added |