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; 1,192 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 | 1,192 | $15.5B |
| Q1 2026 | 1,174 | $13.7B |
| Q4 2025 | 1,157 | $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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 2,351 | $118.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,337 | $117.3K | 0.05% | −25−1.1% | Reduced |
| HHM Wealth Advisors, LLC | 2,313 | $116.1K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 2,285 | $115.0K | 0.00% | +1,312+134.8% | Added |
| Ci Investments Inc. | 2,280 | $114.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2,263 | $113.6K | 0.05% | +63+2.9% | Added |
| Thompson Investment Management, Inc. | 1,950 | $97.9K | 0.01% | +22+1.1% | Added |
| GHP Investment Advisors, Inc. | 1,847 | $92.7K | 0.00% | −187−9.2% | Reduced |
| Hartford Financial Management Inc. | 1,836 | $92.1K | 0.02% | −164−8.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,774 | $89.0K | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 1,702 | $85.4K | 0.00% | +1,066+167.6% | Added |
| Cape Investment Advisory, Inc. | 1,670 | $83.9K | 0.04% | −60−3.5% | Reduced |
| Chilton Capital Management LLC | 1,660 | $83.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,647 | $82.7K | 0.01% | +247+17.6% | Added |
| Atlas Capital Advisors LLC | 1,627 | $81.7K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,625 | $81.6K | 0.00% | −1,957−54.6% | Reduced |
| Old Point Trust & Financial Services N A | 1,608 | $80.7K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,546 | $77.6K | 0.01% | +174+12.7% | Added |
| Field & Main Bank | 1,525 | $76.5K | 0.03% | −125−7.6% | Reduced |
| Salem Investment Counselors Inc | 1,517 | $76.1K | 0.00% | −1,300−46.1% | Reduced |
| LifeSteps Financial, Inc. | 1,505 | $75.5K | 0.06% | +1,505 | New |
| Heck Capital Advisors, LLC | 1,500 | $75.3K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,485 | $74.5K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,456 | $73.1K | 0.08% | +6+0.4% | Added |
| GeoWealth Management, LLC | 1,437 | $72.1K | 0.00% | −3,429−70.5% | Reduced |
| Pingora Partners LLC | 1,392 | $69.9K | 0.05% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 1,316 | $66.1K | 0.00% | −1,820−58.0% | Reduced |
| Rothschild Investment LLC | 1,289 | $64.7K | 0.00% | −137−9.6% | Reduced |
| Castleview Partners, LLC | 1,252 | $62.8K | 0.04% | −27−2.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,250 | $62.7K | 0.01% | +54+4.5% | Added |
| CNB Bank | 1,229 | $61.7K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,214 | $60.9K | 0.02% | +1,214 | New |
| Blume Capital Management, Inc. | 1,200 | $60.2K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,139 | $57.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,123 | $56.4K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,052 | $54.6K | 0.05% | −3−0.3% | Reduced |
| Investors Research Corp | 1,088 | $54.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,084 | $54.4K | 0.00% | +1,084 | New |
| Boyd Watterson Asset Management LLC | 1,052 | $52.8K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,031 | $51.7K | 0.00% | −4,923−82.7% | Reduced |
| Crewe Advisors LLC | 1,011 | $50.7K | 0.01% | +1,011 | New |
| Missouri Trust & Investment Co | 1,000 | $50.2K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 910 | $48.6K | 0.01% | −7,860−89.6% | Reduced |
| TCTC Holdings, LLC | 957 | $48.0K | 0.00% | −524−35.4% | Reduced |
| Prestige Wealth Management Group LLC | 950 | $47.7K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 928 | $46.6K | 0.01% | +44+5.0% | Added |
| JFS Wealth Advisors, LLC | 911 | $45.7K | 0.00% | −1−0.1% | Reduced |
| Global Financial Private Client, LLC | 906 | $45.2K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 866 | $43.2K | 0.00% | −921−51.5% | Reduced |
| First United Bank Trust | 825 | $41.4K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 813 | $40.8K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 809 | $40.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 723 | $36.3K | 0.00% | −495−40.6% | Reduced |
| Atticus Wealth Management, LLC | 719 | $36.1K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 700 | $36.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 709 | $35.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 684 | $34.3K | 0.01% | −705−50.8% | Reduced |
| Oakworth Capital, Inc. | 664 | $33.3K | 0.00% | +46+7.4% | Added |
| Baldwin Brothers Inc | 650 | $32.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 648 | $32.5K | 0.00% | +47+7.8% | Added |
| Financial Perspectives, Inc | 634 | $31.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 630 | $31.6K | 0.02% | +87+16.0% | Added |
| SRS Capital Advisors, Inc. | 622 | $31.2K | 0.00% | +19+3.2% | Added |
| Financial Management Professionals, Inc. | 610 | $31.0K | 0.00% | +263+75.8% | Added |
| JJJ Advisors Inc. | 611 | $30.7K | 0.01% | +87+16.6% | Added |
| Godsey & Gibb Associates | 600 | $30.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 589 | $29.6K | 0.00% | −10,748−94.8% | Reduced |
| Financial Avengers, Inc. | 585 | $29.1K | 0.02% | +4+0.7% | Added |
| Country Trust Bank | 563 | $28.3K | 0.00% | −63−10.1% | Reduced |
| Rise Advisors, LLC | 561 | $28.2K | 0.02% | +561 | New |
| Quent Capital, LLC | 559 | $28.1K | 0.00% | +559 | New |
| Centerpoint Advisors, LLC | 535 | $27.0K | 0.01% | +3+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 535 | $26.9K | 0.01% | +1+0.2% | Added |
| City State Bank | 517 | $26.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 512 | $25.7K | 0.01% | +512 | New |
| JNBA Financial Advisors | 507 | $25.4K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 499 | $25.1K | 0.01% | −60−10.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 486 | $24.4K | 0.01% | +86+21.5% | Added |
| Roble, Belko & Company, Inc | 480 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 477 | $23.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 469 | $23.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 449 | $22.5K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 440 | $22.1K | 0.01% | −300−40.5% | Reduced |
| RFP Financial Group LLC | 427 | $21.4K | 0.01% | −16−3.6% | Reduced |
| SOA Wealth Advisors, LLC. | 424 | $21.3K | 0.00% | +2+0.5% | Added |
| Barrett & Company, Inc. | 400 | $20.1K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 400 | $20.1K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 400 | $20.1K | 0.01% | 00.0% | Unchanged |
| Trust Co | 400 | $20.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 400 | $20.1K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 400 | $20.1K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 394 | $19.8K | 0.00% | +394 | New |
| Pinnacle Bancorp, Inc. | 370 | $18.6K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 365 | $18.3K | 0.02% | +81+28.5% | Added |
| Asset Dedication, LLC | 367 | $18.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 358 | $18.0K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 351 | $17.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 348 | $17.5K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 342 | $17.2K | 0.01% | −2−0.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 282 | $16.2K | 0.00% | +282 | New |