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 |
|---|---|---|---|---|---|
| Ycg, LLC | 290,535 | $14.3M | 1.14% | −1,802−0.6% | Reduced |
| Cetera Investment Advisers | 277,679 | $13.9M | 0.03% | +189,121+213.6% | Added |
| Euro Pacific Asset Management, LLC | 263,880 | $12.9M | 2.63% | −38,115−12.6% | Reduced |
| MML Investors Services, LLC | 255,761 | $12.8M | 0.05% | −7,351−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 249,742 | $12.5M | 0.03% | −152,813−38.0% | Reduced |
| Creative Planning | 247,672 | $12.4M | 0.01% | +12,263+5.2% | Added |
| Jane Street Group, LLC | 247,411 | $12.4M | 0.02% | −535,787−68.4% | Reduced |
| Alpha Cubed Investments, LLC | 245,556 | $12.3M | 0.64% | +112,838+85.0% | Added |
| Modera Wealth Management, LLC | 241,804 | $12.1M | 0.18% | +3,816+1.6% | Added |
| TownSquare Capital, LLC | 239,204 | $12.0M | 0.18% | +50,460+26.7% | Added |
| SEI Investments Co | 237,085 | $11.9M | 0.02% | −122,668−34.1% | Reduced |
| Groupama Asset Managment | 232,679 | $11.7M | 0.21% | +232,679 | New |
| Richard C. Young & CO., LTD. | 224,354 | $11.3M | 1.41% | −11,169−4.7% | Reduced |
| Crossmark Global Holdings, Inc. | 217,851 | $10.9M | 0.21% | +3,759+1.8% | Added |
| GFS Advisors, LLC | 209,138 | $10.5M | 1.74% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 201,340 | $10.1M | 0.05% | +14,229+7.6% | Added |
| Managed Asset Portfolios, LLC | 192,892 | $9.68M | 1.41% | −4,537−2.3% | Reduced |
| Jennison Associates LLC | 192,856 | $9.68M | 0.01% | +27,065+16.3% | Added |
| Manning & Napier Group, LLC | 188,179 | $9.44M | 0.11% | −3,144,775−94.4% | Reduced |
| Clearbridge Investments, LLC | 186,247 | $9.35M | 0.01% | +41,976+29.1% | Added |
| Lowe Brockenbrough & Co Inc | 184,740 | $9.27M | 0.63% | +47,211+34.3% | Added |
| First Personal Financial Services | 179,069 | $8.99M | 2.08% | −3,683−2.0% | Reduced |
| Clean Yield Group | 178,534 | $8.96M | 3.49% | −1,133−0.6% | Reduced |
| Rockland Trust Co | 178,047 | $8.94M | 0.47% | +3,813+2.2% | Added |
| Pathstone Holdings, LLC | 175,143 | $8.79M | 0.04% | +1,055+0.6% | Added |
| Sustainable Growth Advisers, LP | 175,133 | $8.79M | 0.04% | −6,330−3.5% | Reduced |
| Nicholas Company, Inc. | 173,600 | $8.71M | 0.14% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 172,700 | $8.67M | 1.75% | +5,937+3.6% | Added |
| Sound Income Strategies, LLC | 171,570 | $8.61M | 0.64% | +12,055+7.6% | Added |
| Cary Street Partner Investment Advisory LLC | 171,420 | $8.60M | 0.36% | −3,467−2.0% | Reduced |
| American Assets Investment Management, LLC | 170,000 | $8.53M | 0.81% | 00.0% | Unchanged |
| Gabelli Funds LLC | 164,895 | $8.28M | 0.06% | +1,150+0.7% | Added |
| Kornitzer Capital Management Inc | 163,642 | $8.21M | 0.15% | +47,271+40.6% | Added |
| Templeton & Phillips Capital Management, LLC | 162,714 | $8.17M | 7.56% | −40,669−20.0% | Reduced |
| Baird Financial Group, Inc. | 162,488 | $8.16M | 0.02% | +1,541+1.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 160,902 | $8.08M | 0.03% | −18,667−10.4% | Reduced |
| Martin Capital Partners, LLC | 159,406 | $8.00M | 3.07% | +5,716+3.7% | Added |
| XML Financial, LLC | 157,830 | $7.92M | 0.81% | −32,458−17.1% | Reduced |
| Beacon Pointe Advisors, LLC | 157,760 | $7.92M | 0.09% | −1,477−0.9% | Reduced |
| Mar Vista Investment Partners LLC | 157,320 | $7.90M | 0.34% | +31,847+25.4% | Added |
| ProVise Management Group, LLC | 155,441 | $7.80M | 0.68% | +10,902+7.5% | Added |
| Brinker Capital Investments, LLC | 153,137 | $7.69M | 0.08% | +17,094+12.6% | Added |
| Orion Portfolio Solutions, LLC | 153,137 | $7.69M | 0.08% | +17,094+12.6% | Added |
| Guardian Capital LP | 150,421 | $7.55M | 0.26% | +250.0% | Added |
| CWM, LLC | 148,385 | $7.45M | 0.04% | −10,925−6.9% | Reduced |
| Systematic Alpha Investments, LLC | 147,881 | $7.42M | 0.30% | 00.0% | Unchanged |
| Philadelphia Trust Co | 146,815 | $7.37M | 0.59% | −8,545−5.5% | Reduced |
| NewSquare Capital LLC | 146,566 | $7.36M | 0.65% | +146,466+146,466.0% | Added |
| Alerus Financial NA | 145,466 | $7.30M | 0.55% | −15,734−9.8% | Reduced |
| Mercer Global Advisors Inc | 143,964 | $7.23M | 0.02% | −1,842−1.3% | Reduced |
| Russell Investments Group, Ltd. | 143,422 | $7.20M | 0.01% | −88,261−38.1% | Reduced |
| Sanders Capital, LLC | 142,840 | $7.17M | 0.01% | +6,760+5.0% | Added |
| Advocate Group LLC | 141,801 | $7.12M | 1.42% | −7,260−4.9% | Reduced |
| Cerity Partners LLC | 141,314 | $7.11M | 0.02% | +44,937+46.6% | Added |
| Rockefeller Capital Management L.P. | 140,122 | $7.03M | 0.02% | +71,260+103.5% | Added |
| Destination Wealth Management | 137,153 | $6.88M | 0.23% | +3,615+2.7% | Added |
| Bryn Mawr Trust Co | 136,926 | $6.87M | 0.26% | +136,926 | New |
| Sequoia Financial Advisors, LLC | 136,539 | $6.85M | 0.09% | −10,345−7.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 135,246 | $6.79M | 0.23% | +3,400+2.6% | Added |
| Keystone Financial Planning, Inc. | 128,655 | $6.46M | 2.09% | +85,782+200.1% | Added |
| One Capital Management, LLC | 128,636 | $6.46M | 0.23% | +7,985+6.6% | Added |
| Chartwell Investment Partners, LLC | 128,086 | $6.43M | 0.22% | +15,197+13.5% | Added |
| Blair William & Co | 127,949 | $6.42M | 0.02% | −2,629−2.0% | Reduced |
| Silvercrest Asset Management Group LLC | 127,183 | $6.38M | 0.04% | −4,278−3.3% | Reduced |
| Oxbow Advisors, LLC | 126,198 | $6.33M | 0.87% | −498−0.4% | Reduced |
| Live Oak Private Wealth LLC | 121,854 | $6.12M | 1.06% | −1,066−0.9% | Reduced |
| Windle Wealth, LLC | 121,501 | $6.10M | 3.88% | +1,893+1.6% | Added |
| Auxier Asset Management | 119,543 | $6.00M | 0.91% | +14,540+13.8% | Added |
| Hantz Financial Services, Inc. | 119,164 | $5.98M | 0.12% | −4,425−3.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 117,586 | $5.90M | 0.34% | −126,228−51.8% | Reduced |
| Guyasuta Investment Advisors Inc | 119,655 | $5.80M | 0.42% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 115,176 | $5.78M | 0.07% | +12,649+12.3% | Added |
| Barry Investment Advisors, LLC | 115,168 | $5.78M | 1.93% | +263+0.2% | Added |
| Becker Capital Management Inc | 113,234 | $5.68M | 0.20% | −43,773−27.9% | Reduced |
| Shufro Rose & Co LLC | 112,018 | $5.62M | 0.46% | −1,468−1.3% | Reduced |
| Ethic Inc. | 110,836 | $5.56M | 0.14% | +28,547+34.7% | Added |
| US Bancorp | 110,616 | $5.55M | 0.01% | −11,297−9.3% | Reduced |
| Keating Investment Counselors Inc | 109,608 | $5.50M | 1.77% | −8,490−7.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 108,832 | $5.46M | 1.07% | −4,516−4.0% | Reduced |
| Kavar Capital Partners Group, LLC | 108,791 | $5.46M | 1.01% | +1,006+0.9% | Added |
| Fiera Capital Corp | 108,638 | $5.45M | 0.02% | −2,917−2.6% | Reduced |
| Snowden Capital Advisors LLC | 108,017 | $5.42M | 0.17% | +17,370+19.2% | Added |
| Hennessy Advisors Inc | 107,000 | $5.37M | 0.23% | +13,200+14.1% | Added |
| Moran Wealth Management, LLC | 106,305 | $5.34M | 0.17% | +2,041+2.0% | Added |
| Jacobs & Co | 106,279 | $5.33M | 0.56% | −199−0.2% | Reduced |
| Tweedy, Browne Co LLC | 106,002 | $5.32M | 0.25% | −16,015−13.1% | Reduced |
| Fort Washington Investment Advisors Inc | 105,400 | $5.29M | 0.03% | +72+0.1% | Added |
| Portland Global Advisors LLC | 104,485 | $5.24M | 0.71% | +330+0.3% | Added |
| tru Independence LLC | 103,887 | $5.21M | 1.54% | −1,350−1.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 100,292 | $5.03M | 0.07% | +21,654+27.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 98,087 | $4.92M | 0.02% | −6,310−6.0% | Reduced |
| Oak Ridge Investments LLC | 97,947 | $4.92M | 0.50% | +5,773+6.3% | Added |
| Motco | 97,880 | $4.91M | 0.29% | +1,404+1.5% | Added |
| Butensky & Cohen Financial Security, Inc | 97,402 | $4.89M | 1.52% | +726+0.8% | Added |
| Coston, McIsaac & Partners | 95,724 | $4.80M | 1.54% | +2,889+3.1% | Added |
| Haverford Trust Co | 95,579 | $4.80M | 0.05% | −207,490−68.5% | Reduced |
| Headinvest, LLC | 94,768 | $4.76M | 0.93% | −200.0% | Reduced |
| SYSTM Wealth Solutions LLC | 94,197 | $4.73M | 0.60% | +11,327+13.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 93,298 | $4.68M | 0.01% | −5,243−5.3% | Reduced |
| Stablepoint Partners, LLC | 89,871 | $4.51M | 0.91% | +7,664+9.3% | Added |