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 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 306 | $15.4K | 0.00% | +306 | New |
| Wetzel Investment Advisors, Inc. | 323 | $15.1K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 300 | $15.1K | 0.00% | +300 | New |
| GW&K Investment Management, LLC | 289 | $15.0K | 0.00% | +46+18.9% | Added |
| Kozak & Associates, Inc. | 273 | $14.8K | 0.00% | +2+0.7% | Added |
| Key Financial Inc | 290 | $14.6K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 280 | $14.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 272 | $13.6K | 0.00% | +49+22.0% | Added |
| New England Capital Financial Advisors LLC | 271 | $13.6K | 0.01% | +2+0.7% | Added |
| Rocky Mountain Advisers, LLC | 267 | $13.4K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 267 | $13.4K | 0.00% | +267 | New |
| Kelly Financial Services LLC | 260 | $13.0K | 0.00% | +2+0.8% | Added |
| HBC Financial Services, PLLC | 253 | $13.0K | 0.01% | +3+1.2% | Added |
| Bray Capital Advisors | 250 | $12.5K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 232 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 247 | $12.0K | 0.00% | +13+5.6% | Added |
| Redmont Wealth Advisors LLC | 235 | $11.8K | 0.02% | +235 | New |
| Jamison Private Wealth Management, Inc. | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $10.0K | 0.00% | +200 | New |
| Future Financial Wealth Managment LLC | 200 | $10.0K | 0.01% | +200 | New |
| Richardson Financial Services Inc. | 200 | $10.0K | 0.01% | +200 | New |
| Albion Financial Group | 194 | $9.74K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 185 | $9.29K | 0.00% | +128+224.6% | Added |
| Macquarie Group Ltd | 173 | $9.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 176 | $8.83K | 0.01% | −235−57.2% | Reduced |
| ICA Group Wealth Management, LLC | 176 | $8.83K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 172 | $8.63K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 170 | $8.53K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 169 | $8.48K | 0.00% | +169 | New |
| General Partner, Inc. | 167 | $8.38K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 161 | $8.09K | 0.01% | −20−11.0% | Reduced |
| TruNorth Capital Management, LLC | 159 | $7.98K | 0.00% | +159 | New |
| LRI Investments, LLC | 153 | $7.69K | 0.00% | +153 | New |
| Archer Investment Corp | 150 | $7.53K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 149 | $7.48K | 0.00% | −38−20.3% | Reduced |
| FSA Wealth Management LLC | 143 | $7.16K | 0.00% | +1+0.7% | Added |
| EntryPoint Capital, LLC | 138 | $6.93K | 0.01% | +60+76.9% | Added |
| Tower View Investment Management & Research LLC | 136 | $6.83K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 125 | $6.74K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 129 | $6.47K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 128 | $6.42K | 0.00% | −308−70.6% | Reduced |
| Bell Investment Advisors, Inc | 128 | $6.42K | 0.00% | +73+132.7% | Added |
| Hollencrest Capital Management | 128 | $6.42K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 124 | $6.22K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 124 | $6.22K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 121 | $6.07K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 121 | $6.07K | 0.00% | +81+202.5% | Added |
| Carolinas Wealth Consulting LLC | 113 | $5.70K | 0.00% | −29,785−99.6% | Reduced |
| Orion Capital Management LLC | 113 | $5.67K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 111 | $5.57K | 0.00% | −11−9.0% | Reduced |
| Abich Financial Wealth Management LLC | 108 | $5.42K | 0.00% | +108 | New |
| Oliver Lagore Vanvalin Investment Group | 106 | $5.29K | 0.00% | +1+1.0% | Added |
| St Germain D J Co Inc | 101 | $5.07K | 0.00% | +42+71.2% | Added |
| Pflug Koory, LLC | 100 | $5.02K | 0.00% | −264−72.5% | Reduced |
| Tompkins Financial Corp | 100 | $5.02K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $5.02K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $5.02K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 97 | $4.87K | 0.00% | +97 | New |
| Nordwand Advisors, LLC | 96 | $4.82K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 92 | $4.62K | 0.00% | −62−40.3% | Reduced |
| Legacy Bridge, LLC | 90 | $4.52K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 86 | $4.29K | 0.01% | +43+100.0% | Added |
| Western Pacific Wealth Management, LP | 84 | $4.19K | 0.00% | +1+1.2% | Added |
| PSI Advisors, LLC | 78 | $3.92K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 76 | $3.81K | 0.00% | +76 | New |
| Larson Financial Group LLC | 71 | $3.56K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 70 | $3.51K | 0.00% | 00.0% | Unchanged |
| Amundi | 68 | $3.41K | 0.00% | +68 | New |
| Covestor Ltd | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 52 | $2.64K | 0.00% | −5−8.8% | Reduced |
| Hoey Investments, Inc | 52 | $2.61K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $2.51K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 50 | $2.51K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $2.51K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 42 | $2.11K | 0.00% | −16−27.6% | Reduced |
| Atwood & Palmer Inc | 42 | $2.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $2.11K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 37 | $1.86K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 35 | $1.75K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 29 | $1.46K | 0.00% | −158−84.5% | Reduced |
| Dunhill Financial, LLC | 28 | $1.41K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 65,990 | $1.32K | 0.06% | +65,990 | New |
| Sanctuary Wealth Management, L.L.C. | 26 | $1.30K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 26 | $1.30K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 25 | $1.25K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 17 | $853 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $753 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 11 | $574 | 0.00% | +7+175.0% | Added |
| Robbins Farley LLC | 10 | $502 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 9 | $461 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 4 | $201 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $151 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −573,740−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −486,492−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −429,336−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −182,155−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −171,149−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −136,714−100.0% | Sold out |