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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 15,687 | $787.3K | 0.06% | −161−1.0% | Reduced |
| Wynn Capital, LLC | 15,705 | $788.2K | 0.61% | −615−3.8% | Reduced |
| Welch & Forbes LLC | 15,850 | $795.5K | 0.01% | −6,944−30.5% | Reduced |
| DRW Securities, LLC | 15,853 | $795.7K | 0.05% | +9,730+158.9% | Added |
| Banco de Sabadell, S.A | 15,889 | $799.0K | 0.60% | −62−0.4% | Reduced |
| Exchange Capital Management, Inc. | 15,922 | $799.1K | 0.13% | −100−0.6% | Reduced |
| True Wealth Design, LLC | 16,014 | $803.7K | 0.20% | +829+5.5% | Added |
| Unique Wealth Strategies, LLC | 16,116 | $808.9K | 0.40% | +1,850+13.0% | Added |
| Ballentine Partners, LLC | 16,210 | $813.6K | 0.02% | +189+1.2% | Added |
| Salvus Wealth Management, LLC | 16,275 | $816.8K | 0.56% | +2,710+20.0% | Added |
| Leisure Capital Management | 16,315 | $818.9K | 0.41% | +1,215+8.0% | Added |
| First Affirmative Financial Network | 16,709 | $838.6K | 0.62% | +336+2.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,714 | $838.9K | 0.04% | +1,107+7.1% | Added |
| Curbstone Financial Management Corp | 16,928 | $849.6K | 0.18% | +300+1.8% | Added |
| Horizon Investments, LLC | 17,022 | $854.3K | 0.02% | −8,036−32.1% | Reduced |
| First Manhattan Co | 17,099 | $858.2K | 0.00% | −1,112−6.1% | Reduced |
| Diversify Advisory Services, LLC | 17,320 | $863.4K | 0.05% | +17,320 | New |
| Fifth Third Bancorp | 17,231 | $864.8K | 0.00% | −1,154−6.3% | Reduced |
| Virtu Financial LLC | 17,246 | $866.0K | 0.07% | −631−3.5% | Reduced |
| Umb Bank N A | 17,348 | $870.7K | 0.01% | −3,486−16.7% | Reduced |
| Hanson & Doremus Investment Management | 17,375 | $872.0K | 0.15% | +885+5.4% | Added |
| Semmax Financial Advisors Inc. | 16,351 | $881.8K | 0.29% | +1,710+11.7% | Added |
| Checchi Capital Advisers, LLC | 17,577 | $882.2K | 0.07% | +783+4.7% | Added |
| TD Waterhouse Canada Inc. | 16,661 | $891.3K | 0.01% | −3,796−18.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 17,832 | $895.0K | 0.47% | +769+4.5% | Added |
| First Pacific Financial | 17,842 | $895.5K | 0.25% | +607+3.5% | Added |
| First County Bank | 17,912 | $899.0K | 0.44% | −2,894−13.9% | Reduced |
| Valeo Financial Advisors, LLC | 18,729 | $900.3K | 0.03% | −5,668−23.2% | Reduced |
| Northeast Investment Management | 18,000 | $903.4K | 0.04% | −150−0.8% | Reduced |
| Norden Group LLC | 18,111 | $909.0K | 0.18% | −10.0% | Reduced |
| HighPoint Advisor Group LLC | 16,968 | $915.0K | 0.06% | −560−3.2% | Reduced |
| Huntington National Bank | 18,233 | $915.1K | 0.01% | +2,524+16.1% | Added |
| D. E. Shaw & Co., Inc. | 18,339 | $920.4K | 0.00% | −251,979−93.2% | Reduced |
| Brown Brothers Harriman & Co | 18,363 | $921.6K | 0.01% | +1,370+8.1% | Added |
| Founders Financial Securities LLC | 18,613 | $934.2K | 0.10% | −8,063−30.2% | Reduced |
| NBC Securities, Inc. | 18,702 | $938.0K | 0.09% | +1,615+9.5% | Added |
| Northstar Group, Inc. | 18,738 | $940.4K | 0.18% | −138−0.7% | Reduced |
| Abundance Wealth Counselors | 18,788 | $943.0K | 0.22% | +2,923+18.4% | Added |
| Thompson Siegel & Walmsley LLC | 18,815 | $944.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 19,049 | $956.8K | 0.03% | −2,494−11.6% | Reduced |
| Columbia Asset Management | 19,845 | $962.0K | 0.20% | 00.0% | Unchanged |
| Valley National Advisers Inc | 19,173 | $962.0K | 0.15% | −132−0.7% | Reduced |
| Scott & Selber, Inc. | 19,222 | $965.0K | 0.33% | +85+0.4% | Added |
| Foyston, Gordon, & Payne Inc | 19,244 | $965.9K | 0.23% | −605−3.0% | Reduced |
| GoalVest Advisory LLC | 19,255 | $966.4K | 0.32% | +1,336+7.5% | Added |
| Greenwood Capital Associates LLC | 19,610 | $984.2K | 0.13% | +103+0.5% | Added |
| Eley Financial Management, Inc | 19,726 | $990.0K | 0.43% | −97−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 19,804 | $994.0K | 0.02% | −1,220−5.8% | Reduced |
| Tower Bridge Advisors | 19,825 | $995.0K | 0.10% | −1,093−5.2% | Reduced |
| Radnor Capital Management, LLC | 19,941 | $1.00M | 0.17% | −1,933−8.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 20,154 | $1.01M | 0.07% | +282+1.4% | Added |
| Avidian Wealth Solutions, LLC | 20,324 | $1.02M | 0.05% | −1,292−6.0% | Reduced |
| D.A. Davidson & Co. | 20,338 | $1.02M | 0.01% | −1,041−4.9% | Reduced |
| Chiron Capital Management, LLC | 20,416 | $1.02M | 0.93% | −3,784−15.6% | Reduced |
| Voya Financial Advisors, Inc. | 20,873 | $1.05M | 0.12% | +1,762+9.2% | Added |
| Ativo Capital Management LLC | 21,200 | $1.06M | 1.07% | +1,500+7.6% | Added |
| Prudential Financial Inc | 21,432 | $1.08M | 0.00% | −3,692−14.7% | Reduced |
| Waldron Private Wealth LLC | 21,437 | $1.08M | 0.05% | +224+1.1% | Added |
| Long Run Wealth Advisors, LLC | 21,465 | $1.08M | 0.28% | +661+3.2% | Added |
| Weatherly Asset Management L. P. | 21,473 | $1.08M | 0.10% | −2,453−10.3% | Reduced |
| Spire Wealth Management | 21,666 | $1.09M | 0.03% | +2,944+15.7% | Added |
| Griffin Asset Management, Inc. | 21,930 | $1.10M | 0.13% | −385−1.7% | Reduced |
| Aua Capital Management, LLC | 21,982 | $1.10M | 0.64% | 00.0% | Unchanged |
| Keystone Financial Group | 21,982 | $1.10M | 0.16% | +453+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 22,095 | $1.11M | 0.02% | −605−2.7% | Reduced |
| Qtron Investments LLC | 22,144 | $1.11M | 0.16% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 22,147 | $1.11M | 0.98% | −27,673−55.5% | Reduced |
| Great Lakes Retirement, Inc. | 22,195 | $1.11M | 0.16% | −556−2.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 22,313 | $1.12M | 0.75% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 22,413 | $1.12M | 0.95% | +22,413 | New |
| Financial Counselors Inc | 22,596 | $1.13M | 0.02% | −774−3.3% | Reduced |
| Parallel Advisors, LLC | 22,645 | $1.14M | 0.03% | +2,691+13.5% | Added |
| Catalyst Capital Advisors LLC | 22,760 | $1.14M | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 22,880 | $1.15M | 0.01% | +744+3.4% | Added |
| Ellevest, Inc. | 22,933 | $1.15M | 0.07% | +8,432+58.1% | Added |
| Capital Investment Advisory Services, LLC | 23,084 | $1.16M | 0.12% | −145−0.6% | Reduced |
| Guggenheim Capital LLC | 23,560 | $1.18M | 0.01% | +1,232+5.5% | Added |
| Insigneo Advisory Services, LLC | 23,647 | $1.19M | 0.14% | +286+1.2% | Added |
| Rodgers Brothers Inc. | 23,754 | $1.19M | 0.16% | −500−2.1% | Reduced |
| River Wealth Advisors LLC | 23,866 | $1.20M | 0.17% | −801−3.2% | Reduced |
| Dodge & Cox | 23,900 | $1.20M | 0.00% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 23,925 | $1.20M | 0.48% | +23,925 | New |
| Syon Capital LLC | 24,521 | $1.23M | 0.12% | +16,279+197.5% | Added |
| Janus Henderson Group PLC | 25,033 | $1.26M | 0.00% | +915+3.8% | Added |
| Arjuna Capital | 25,117 | $1.26M | 0.36% | +930+3.8% | Added |
| 1832 Asset Management L.P. | 25,191 | $1.26M | 0.00% | +2,919+13.1% | Added |
| Intrust Bank NA | 25,242 | $1.27M | 0.14% | −1,800−6.7% | Reduced |
| Capstone Financial Advisors, Inc. | 25,280 | $1.27M | 0.09% | +229+0.9% | Added |
| Guardian Wealth Management, Inc. | 25,430 | $1.28M | 0.98% | +1,018+4.2% | Added |
| Signet Investment Advisory Group, Inc. | 25,549 | $1.28M | 0.70% | −4,252−14.3% | Reduced |
| Northwest & Ethical Investments L.P. | 25,835 | $1.30M | 0.04% | +5,851+29.3% | Added |
| Chesapeake Asset Management LLC | 26,002 | $1.31M | 1.29% | −200−0.8% | Reduced |
| Fulton Bank, N.A. | 26,302 | $1.32M | 0.05% | −5,905−18.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 26,430 | $1.33M | 0.04% | −2,674−9.2% | Reduced |
| First Hawaiian Bank | 26,605 | $1.34M | 0.04% | −7,396−21.8% | Reduced |
| Vident Advisory, LLC | 26,642 | $1.34M | 0.03% | −99−0.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 26,730 | $1.34M | 0.32% | +973+3.8% | Added |
| Principal Securities, Inc. | 26,769 | $1.34M | 0.04% | +3,448+14.8% | Added |
| Alliance Wealth Advisors, LLC | 27,072 | $1.36M | 0.41% | +7,455+38.0% | Added |
| Buffington Mohr McNeal | 27,215 | $1.37M | 0.25% | +354+1.3% | Added |