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 |
|---|---|---|---|---|---|
| Arvest Trust Co N A | 48,680 | $2.44M | 0.14% | −307−0.6% | Reduced |
| We Are One Seven, LLC | 48,815 | $2.45M | 0.13% | −8,395−14.7% | Reduced |
| Quantinno Capital Management LP | 48,888 | $2.45M | 0.05% | +9,725+24.8% | Added |
| Apollon Wealth Management, LLC | 49,081 | $2.46M | 0.08% | −8,075−14.1% | Reduced |
| Kestra Private Wealth Services, LLC | 49,227 | $2.47M | 0.06% | +796+1.6% | Added |
| Johnson Investment Counsel Inc | 49,272 | $2.47M | 0.03% | −17,334−26.0% | Reduced |
| Redmond Asset Management, LLC | 49,382 | $2.48M | 0.79% | +17,299+53.9% | Added |
| SpiderRock Advisors, LLC | 51,127 | $2.48M | 0.08% | +51,127 | New |
| Bard Financial Services, Inc. | 49,615 | $2.49M | 0.26% | −1,180−2.3% | Reduced |
| Thomasville National Bank | 49,829 | $2.50M | 0.21% | +549+1.1% | Added |
| Kennon-Green & Company, LLC | 49,981 | $2.51M | 2.34% | +611+1.2% | Added |
| Charter Trust Co | 50,107 | $2.51M | 0.17% | −276−0.5% | Reduced |
| Peapack Gladstone Financial Corp | 50,165 | $2.52M | 0.04% | −3,140−5.9% | Reduced |
| Benedict Financial Advisors Inc | 50,190 | $2.52M | 0.64% | −145−0.3% | Reduced |
| Paradigm Asset Management Co LLC | 50,900 | $2.55M | 0.65% | +14,200+38.7% | Added |
| Anchor Capital Advisors LLC | 51,696 | $2.59M | 0.07% | −4,432−7.9% | Reduced |
| Concurrent Investment Advisors, LLC | 51,775 | $2.60M | 0.11% | +36,909+248.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 51,958 | $2.61M | 0.01% | +2,833+5.8% | Added |
| JustInvest LLC | 52,594 | $2.64M | 0.06% | +8,887+20.3% | Added |
| Veriti Management LLC | 52,745 | $2.65M | 0.20% | −4,495−7.9% | Reduced |
| Advisors Asset Management, Inc. | 53,233 | $2.67M | 0.05% | +1,434+2.8% | Added |
| Wetherby Asset Management Inc | 53,755 | $2.70M | 0.13% | −1,219−2.2% | Reduced |
| Naples Global Advisors, LLC | 54,234 | $2.72M | 0.28% | −1,500−2.7% | Reduced |
| Hall Laurie J Trustee | 54,583 | $2.74M | 0.97% | −1,408−2.5% | Reduced |
| Cambridge Trust Co | 54,907 | $2.76M | 0.10% | −2,250−3.9% | Reduced |
| Allen Capital Group, LLC | 55,210 | $2.77M | 0.40% | −1,028−1.8% | Reduced |
| Mutual Advisors, LLC | 55,576 | $2.79M | 0.09% | +8,875+19.0% | Added |
| Rhumbline Advisers | 56,002 | $2.81M | 0.00% | +1,940+3.6% | Added |
| TD Private Client Wealth LLC | 56,005 | $2.81M | 0.09% | −9,602−14.6% | Reduced |
| Naviter Wealth, LLC | 56,499 | $2.84M | 0.46% | +15,112+36.5% | Added |
| Kanawha Capital Management LLC | 56,662 | $2.84M | 0.23% | −3,092−5.2% | Reduced |
| Old Port Advisors | 57,200 | $2.87M | 0.88% | +896+1.6% | Added |
| GSB Wealth Management, LLC | 57,235 | $2.87M | 0.81% | −205−0.4% | Reduced |
| Smithbridge Asset Management Inc | 57,808 | $2.90M | 0.60% | +736+1.3% | Added |
| Cary Street Partners Asset Management LLC | 57,983 | $2.91M | 0.45% | −3,930−6.3% | Reduced |
| Prentiss Smith & Co Inc | 58,044 | $2.91M | 2.05% | −1,080−1.8% | Reduced |
| Zions Bancorporation, N.A. | 58,509 | $2.94M | 0.22% | −10,889−15.7% | Reduced |
| CIBC Private Wealth Group, LLC | 59,026 | $2.94M | 0.01% | −823−1.4% | Reduced |
| Heartland Advisors Inc | 58,770 | $2.95M | 0.15% | +1,256+2.2% | Added |
| NewEdge Wealth, LLC | 56,795 | $2.95M | 0.07% | +26,955+90.3% | Added |
| Guardian Capital Advisors LP | 63,312 | $2.96M | 0.32% | −3,872−5.8% | Reduced |
| Invesco Ltd. | 58,997 | $2.96M | 0.00% | −8,314−12.4% | Reduced |
| Strategic Advisors LLC | 59,212 | $2.97M | 0.59% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 61,394 | $2.98M | 0.37% | −20.0% | Reduced |
| Davenport & Co LLC | 59,425 | $2.98M | 0.02% | −12,413−17.3% | Reduced |
| Dakota Wealth Management | 59,799 | $3.00M | 0.07% | −2,097−3.4% | Reduced |
| Azzad Asset Management Inc | 59,970 | $3.01M | 0.35% | +1,424+2.4% | Added |
| Gilman Hill Asset Management, LLC | 60,737 | $3.05M | 0.55% | +4,386+7.8% | Added |
| Royce & Associates LP | 61,000 | $3.06M | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 61,286 | $3.08M | 0.05% | +6,435+11.7% | Added |
| Private Advisor Group, LLC | 61,927 | $3.11M | 0.02% | +144+0.2% | Added |
| Raymond James Trust N.A. | 62,070 | $3.12M | 0.08% | +1,905+3.2% | Added |
| Berkshire Bank | 62,404 | $3.13M | 0.78% | +2,912+4.9% | Added |
| Arlington Partners LLC | 62,726 | $3.15M | 1.60% | +12,610+25.2% | Added |
| Great Valley Advisor Group, Inc. | 62,808 | $3.15M | 0.10% | +27,606+78.4% | Added |
| GYL Financial Synergies, LLC | 62,821 | $3.15M | 0.25% | −270.0% | Reduced |
| Colony Group, LLC | 62,948 | $3.16M | 0.03% | +36,864+141.3% | Added |
| Advisors Management Group Inc | 63,284 | $3.18M | 0.79% | −453−0.7% | Reduced |
| Keybank National Association | 63,430 | $3.18M | 0.01% | −8,429−11.7% | Reduced |
| Logan Capital Management Inc | 63,505 | $3.19M | 0.14% | +1,509+2.4% | Added |
| Sofos Investments, Inc. | 65,229 | $3.22M | 0.43% | +33,848+107.9% | Added |
| Courier Capital LLC | 64,219 | $3.22M | 0.23% | −1,346−2.1% | Reduced |
| Autumn Glory Partners, LLC | 64,615 | $3.24M | 1.59% | +3,238+5.3% | Added |
| apricus wealth, LLC | 64,852 | $3.25M | 2.29% | +1,230+1.9% | Added |
| Keene & Associates, Inc. | 65,479 | $3.29M | 2.45% | +2,060+3.2% | Added |
| Perpetual Ltd | 65,985 | $3.31M | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 69,315 | $3.48M | 0.06% | +4,155+6.4% | Added |
| Beacon Financial Group | 70,768 | $3.55M | 0.41% | +1,698+2.5% | Added |
| Quinn Opportunity Partners LLC | 71,000 | $3.56M | 0.40% | +23,000+47.9% | Added |
| Atria Wealth Solutions, Inc. | 70,993 | $3.56M | 0.04% | +840+1.2% | Added |
| Kestra Advisory Services, LLC | 71,485 | $3.59M | 0.02% | −9,272−11.5% | Reduced |
| Dynamic Advisor Solutions LLC | 72,623 | $3.64M | 0.12% | +3,597+5.2% | Added |
| O'Shaughnessy Asset Management, LLC | 73,307 | $3.68M | 0.04% | +10,870+17.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 73,472 | $3.69M | 0.01% | −5,976−7.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 73,507 | $3.69M | 0.03% | +12,499+20.5% | Added |
| Bayesian Capital Management, LP | 74,000 | $3.71M | 0.36% | +74,000 | New |
| Ancora Advisors, LLC | 74,242 | $3.73M | 0.09% | +916+1.2% | Added |
| New York State Common Retirement Fund | 74,899 | $3.76M | 0.00% | +74,899 | New |
| Pinkerton Retirement Specialists, LLC | 74,981 | $3.76M | 0.61% | +24,845+49.6% | Added |
| Prosperity Consulting Group, LLC | 75,072 | $3.77M | 0.47% | +75,072 | New |
| Capital Investment Counsel, LLC | 75,312 | $3.78M | 0.81% | +25,287+50.5% | Added |
| Sandy Spring Bank | 75,384 | $3.78M | 0.17% | −194−0.3% | Reduced |
| Atria Investments LLC | 75,435 | $3.79M | 0.05% | +200.0% | Added |
| Exencial Wealth Advisors, LLC | 75,526 | $3.79M | 0.14% | −2,391−3.1% | Reduced |
| Regions Financial Corp | 75,722 | $3.80M | 0.03% | +11,228+17.4% | Added |
| Stansberry Asset Management, LLC | 75,784 | $3.80M | 0.51% | −1,016−1.3% | Reduced |
| Bonness Enterprises Inc | 76,040 | $3.82M | 1.38% | 00.0% | Unchanged |
| Assetmark, Inc | 77,356 | $3.88M | 0.01% | −6,574−7.8% | Reduced |
| Avantax Advisory Services, Inc. | 78,584 | $3.94M | 0.04% | +1,495+1.9% | Added |
| Tevis Investment Management | 78,688 | $3.95M | 3.36% | +9,755+14.2% | Added |
| Northwestern Mutual Wealth Management Co | 80,478 | $4.04M | 0.00% | −2,897−3.5% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 81,970 | $4.11M | 1.28% | +430+0.5% | Added |
| Charles Schwab Investment Management Inc | 83,437 | $4.19M | 0.00% | +30,306+57.0% | Added |
| Stablepoint Partners, LLC | 89,871 | $4.51M | 0.91% | +7,664+9.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 93,298 | $4.68M | 0.01% | −5,243−5.3% | Reduced |
| SYSTM Wealth Solutions LLC | 94,197 | $4.73M | 0.60% | +11,327+13.7% | Added |
| Headinvest, LLC | 94,768 | $4.76M | 0.93% | −200.0% | Reduced |
| Haverford Trust Co | 95,579 | $4.80M | 0.05% | −207,490−68.5% | Reduced |
| Coston, McIsaac & Partners | 95,724 | $4.80M | 1.54% | +2,889+3.1% | Added |
| Butensky & Cohen Financial Security, Inc | 97,402 | $4.89M | 1.52% | +726+0.8% | Added |