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 |
|---|---|---|---|---|---|
| MAI Capital Management | 27,399 | $1.38M | 0.01% | +9,977+57.3% | Added |
| InTrack Investment Management Inc | 27,952 | $1.40M | 1.04% | +13,633+95.2% | Added |
| First Bank & Trust | 27,965 | $1.40M | 0.29% | −4,599−14.1% | Reduced |
| Sigma Planning Corp | 28,039 | $1.41M | 0.04% | +15,424+122.3% | Added |
| Mount Yale Investment Advisors, LLC | 28,258 | $1.42M | 0.11% | +460+1.7% | Added |
| Private Harbour Investment Management & Counsel, LLC | 28,354 | $1.42M | 1.53% | −599−2.1% | Reduced |
| Altman Advisors, Inc. | 28,610 | $1.43M | 0.69% | +17,389+155.0% | Added |
| Commerce Bank | 28,481 | $1.43M | 0.01% | −81−0.3% | Reduced |
| Ceera Investments, LLC | 28,595 | $1.44M | 0.63% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 28,790 | $1.44M | 1.07% | −410−1.4% | Reduced |
| ICW Investment Advisors LLC | 28,811 | $1.45M | 0.64% | +987+3.5% | Added |
| Columbus Macro, LLC | 28,900 | $1.45M | 0.55% | −1,579−5.2% | Reduced |
| National Asset Management, Inc. | 29,547 | $1.46M | 0.04% | +4,549+18.2% | Added |
| Balyasny Asset Management LLC | 29,449 | $1.48M | 0.00% | +18,248+162.9% | Added |
| Ategra Capital Management, LLC | 29,820 | $1.50M | 0.69% | +1,701+6.0% | Added |
| Credential Qtrade Securities Inc. | 29,990 | $1.51M | 0.08% | +2,577+9.4% | Added |
| RBF Capital, LLC | 30,000 | $1.51M | 0.08% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 30,010 | $1.51M | 0.39% | −832−2.7% | Reduced |
| Auxano Advisors, LLC | 30,404 | $1.53M | 0.44% | +6,591+27.7% | Added |
| Delta Capital Management LLC | 30,600 | $1.54M | 1.02% | +150+0.5% | Added |
| Tectonic Advisors LLC | 31,209 | $1.57M | 0.12% | +5,391+20.9% | Added |
| WCG Wealth Advisors LLC | 31,418 | $1.58M | 0.13% | −12,233−28.0% | Reduced |
| CIBC Asset Management Inc | 31,519 | $1.58M | 0.01% | −8,913−22.0% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 31,708 | $1.59M | 1.46% | −286−0.9% | Reduced |
| Drexel Morgan & Co. | 31,722 | $1.59M | 0.33% | 00.0% | Unchanged |
| Eldred Rock Partners, LLC | 31,869 | $1.60M | 0.87% | +31,869 | New |
| Argent Trust Co | 31,945 | $1.60M | 0.07% | +424+1.3% | Added |
| Lester Murray Antman dba SimplyRich | 32,669 | $1.64M | 0.53% | +495+1.5% | Added |
| Westhampton Capital, LLC | 33,397 | $1.67M | 0.91% | −164−0.5% | Reduced |
| Americana Partners, LLC | 33,346 | $1.67M | 0.14% | +1,503+4.7% | Added |
| Pacifica Partners Inc. | 34,295 | $1.70M | 0.75% | −325−0.9% | Reduced |
| Hedges Asset Management LLC | 33,950 | $1.70M | 1.19% | +2,000+6.3% | Added |
| Inlet Private Wealth, LLC | 34,126 | $1.71M | 0.48% | −500−1.4% | Reduced |
| Highland Capital Management, LLC | 34,597 | $1.74M | 0.10% | +20+0.1% | Added |
| KCM Investment Advisors LLC | 35,192 | $1.77M | 0.07% | +3,997+12.8% | Added |
| Baker Tilly Wealth Management, LLC | 35,588 | $1.79M | 0.32% | +6,104+20.7% | Added |
| Optimist Retirement Group LLC | 35,698 | $1.79M | 0.92% | +14,235+66.3% | Added |
| Pathway Financial Advisers, LLC | 35,992 | $1.81M | 0.65% | +787+2.2% | Added |
| Regatta Capital Group, LLC | 36,135 | $1.81M | 0.41% | +646+1.8% | Added |
| Signaturefd, LLC | 36,419 | $1.83M | 0.04% | +4,237+13.2% | Added |
| State Street Corp | 36,537 | $1.83M | 0.00% | −20−0.1% | Reduced |
| BTC Capital Management, Inc. | 36,608 | $1.84M | 0.17% | +36,608 | New |
| Northwest Investment Counselors, LLC | 36,788 | $1.85M | 0.45% | −1,829−4.7% | Reduced |
| Ritholtz Wealth Management | 36,873 | $1.85M | 0.06% | +9,543+34.9% | Added |
| Choate Investment Advisors | 37,358 | $1.88M | 0.05% | −2,296−5.8% | Reduced |
| Quotient Wealth Partners, LLC | 37,612 | $1.89M | 0.07% | −27,566−42.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 37,645 | $1.89M | 0.74% | +26,310+232.1% | Added |
| Verdence Capital Advisors LLC | 37,766 | $1.90M | 0.17% | +2,024+5.7% | Added |
| Trust Co of Vermont | 37,843 | $1.90M | 0.11% | −3,655−8.8% | Reduced |
| London & Capital Asset Management Ltd | 37,854 | $1.90M | 0.15% | +4,381+13.1% | Added |
| Aviance Capital Partners, LLC | 37,960 | $1.91M | 0.28% | +37,960 | New |
| Cardinal Capital Management | 38,068 | $1.91M | 0.31% | +3,803+11.1% | Added |
| Whittier Trust Co | 38,291 | $1.92M | 0.03% | −2,578−6.3% | Reduced |
| HM Payson & Co | 38,682 | $1.94M | 0.04% | −1,317−3.3% | Reduced |
| Schechter Investment Advisors, LLC | 38,684 | $1.94M | 0.15% | +6,676+20.9% | Added |
| Aquatic Capital Management LLC | 38,800 | $1.95M | 0.06% | −192,900−83.3% | Reduced |
| GWM Advisors LLC | 38,803 | $1.95M | 0.02% | −24,300−38.5% | Reduced |
| Sowell Financial Services LLC | 38,974 | $1.96M | 0.09% | −317−0.8% | Reduced |
| Arvest Investments, Inc. | 39,351 | $1.98M | 0.31% | −6,595−14.4% | Reduced |
| Advisory Services Network, LLC | 39,822 | $2.00M | 0.04% | −5,763−12.6% | Reduced |
| HBW Advisory Services LLC | 41,350 | $2.00M | 0.38% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 39,952 | $2.01M | 0.46% | −115−0.3% | Reduced |
| Balentine LLC | 40,055 | $2.01M | 0.06% | −1,499−3.6% | Reduced |
| JPL Wealth Management, LLC | 40,154 | $2.02M | 1.11% | +10,641+36.1% | Added |
| Pinnacle Associates Ltd | 40,189 | $2.02M | 0.03% | −2,323−5.5% | Reduced |
| Farther Finance Advisors, LLC | 40,744 | $2.03M | 0.12% | +936+2.4% | Added |
| Portside Wealth Group, LLC | 40,496 | $2.03M | 0.38% | +7,429+22.5% | Added |
| SkyOak Wealth, LLC | 40,807 | $2.05M | 0.49% | −156−0.4% | Reduced |
| Earnest Partners LLC | 41,061 | $2.06M | 0.01% | −211−0.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 41,105 | $2.06M | 0.10% | +12,170+42.1% | Added |
| Forte Capital LLC | 41,182 | $2.07M | 0.26% | −543−1.3% | Reduced |
| Todd Asset Management LLC | 41,676 | $2.09M | 0.04% | +357+0.9% | Added |
| Timber Creek Capital Management LLC | 41,802 | $2.10M | 0.66% | +1,426+3.5% | Added |
| Narwhal Capital Management | 42,323 | $2.12M | 0.21% | −26,900−38.9% | Reduced |
| CAPROCK Group, Inc. | 42,356 | $2.13M | 0.12% | −8,665−17.0% | Reduced |
| Texas Yale Capital Corp. | 42,620 | $2.14M | 0.09% | −650−1.5% | Reduced |
| Foresight Capital Management Advisors, Inc. | 42,898 | $2.15M | 1.64% | +2,110+5.2% | Added |
| Mason & Associates, LLC | 42,898 | $2.15M | 1.64% | +42,898 | New |
| Anchor Investment Management, LLC | 42,960 | $2.16M | 0.23% | +1,501+3.6% | Added |
| Moors & Cabot, Inc. | 42,965 | $2.16M | 0.12% | −801−1.8% | Reduced |
| Capital Insight Partners, LLC | 43,024 | $2.16M | 0.40% | −40.0% | Reduced |
| Yousif Capital Management, LLC | 43,397 | $2.18M | 0.02% | −600−1.4% | Reduced |
| Bleakley Financial Group, LLC | 43,963 | $2.21M | 0.06% | +3,381+8.3% | Added |
| Simplicity Wealth,LLC | 43,963 | $2.21M | 0.05% | +43,963 | New |
| World Equity Group, Inc. | 44,004 | $2.21M | 0.45% | +1,346+3.2% | Added |
| Bell Bank | 44,225 | $2.22M | 0.19% | +2,054+4.9% | Added |
| Legacy Wealth Management, LLC | 44,410 | $2.23M | 1.00% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 42,988 | $2.24M | 0.51% | −2,505−5.5% | Reduced |
| Pavion Blue Capital, LLC | 44,740 | $2.25M | 1.11% | +7,503+20.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 44,887 | $2.25M | 0.08% | −6,631−12.9% | Reduced |
| Glenmede Trust Co NA | 45,667 | $2.29M | 0.01% | −4,320−8.6% | Reduced |
| Trajan Wealth LLC | 45,838 | $2.30M | 0.16% | +45,838 | New |
| Callahan Advisors, LLC | 46,203 | $2.32M | 0.24% | −2,432−5.0% | Reduced |
| Fiduciary Trust Co | 46,377 | $2.33M | 0.04% | −1,409−2.9% | Reduced |
| Meritage Portfolio Management | 46,516 | $2.33M | 0.15% | −28,790−38.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 49,216 | $2.37M | 0.02% | −7,662−13.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 47,237 | $2.37M | 0.03% | +32,620+223.2% | Added |
| Clear Street Markets LLC | 47,284 | $2.37M | 1.09% | −35,393−42.8% | Reduced |
| Park Avenue Securities LLC | 47,776 | $2.40M | 0.03% | −5,691−10.6% | Reduced |
| Deutsche Bank AG | 48,273 | $2.42M | 0.00% | +472+1.0% | Added |