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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 83,437 | $4.19M | 0.00% | +30,306+57.0% | Added |
| Lorne Steinberg Wealth Management Inc. | 81,970 | $4.11M | 1.28% | +430+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 80,478 | $4.04M | 0.00% | −2,897−3.5% | Reduced |
| Tevis Investment Management | 78,688 | $3.95M | 3.36% | +9,755+14.2% | Added |
| Avantax Advisory Services, Inc. | 78,584 | $3.94M | 0.04% | +1,495+1.9% | Added |
| Assetmark, Inc | 77,356 | $3.88M | 0.01% | −6,574−7.8% | Reduced |
| Bonness Enterprises Inc | 76,040 | $3.82M | 1.38% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 75,784 | $3.80M | 0.51% | −1,016−1.3% | Reduced |
| Regions Financial Corp | 75,722 | $3.80M | 0.03% | +11,228+17.4% | Added |
| Exencial Wealth Advisors, LLC | 75,526 | $3.79M | 0.14% | −2,391−3.1% | Reduced |
| Atria Investments LLC | 75,435 | $3.79M | 0.05% | +200.0% | Added |
| Sandy Spring Bank | 75,384 | $3.78M | 0.17% | −194−0.3% | Reduced |
| Capital Investment Counsel, LLC | 75,312 | $3.78M | 0.81% | +25,287+50.5% | Added |
| Prosperity Consulting Group, LLC | 75,072 | $3.77M | 0.47% | +75,072 | New |
| Pinkerton Retirement Specialists, LLC | 74,981 | $3.76M | 0.61% | +24,845+49.6% | Added |
| New York State Common Retirement Fund | 74,899 | $3.76M | 0.00% | +74,899 | New |
| Ancora Advisors, LLC | 74,242 | $3.73M | 0.09% | +916+1.2% | Added |
| Bayesian Capital Management, LP | 74,000 | $3.71M | 0.36% | +74,000 | New |
| Schonfeld Strategic Advisors LLC | 73,507 | $3.69M | 0.03% | +12,499+20.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 73,472 | $3.69M | 0.01% | −5,976−7.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 73,307 | $3.68M | 0.04% | +10,870+17.4% | Added |
| Dynamic Advisor Solutions LLC | 72,623 | $3.64M | 0.12% | +3,597+5.2% | Added |
| Kestra Advisory Services, LLC | 71,485 | $3.59M | 0.02% | −9,272−11.5% | Reduced |
| Atria Wealth Solutions, Inc. | 70,993 | $3.56M | 0.04% | +840+1.2% | Added |
| Quinn Opportunity Partners LLC | 71,000 | $3.56M | 0.40% | +23,000+47.9% | Added |
| Beacon Financial Group | 70,768 | $3.55M | 0.41% | +1,698+2.5% | Added |
| Oppenheimer & Co Inc | 69,315 | $3.48M | 0.06% | +4,155+6.4% | Added |
| Perpetual Ltd | 65,985 | $3.31M | 0.03% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 65,479 | $3.29M | 2.45% | +2,060+3.2% | Added |
| apricus wealth, LLC | 64,852 | $3.25M | 2.29% | +1,230+1.9% | Added |
| Autumn Glory Partners, LLC | 64,615 | $3.24M | 1.59% | +3,238+5.3% | Added |
| Courier Capital LLC | 64,219 | $3.22M | 0.23% | −1,346−2.1% | Reduced |
| Sofos Investments, Inc. | 65,229 | $3.22M | 0.43% | +33,848+107.9% | Added |
| Logan Capital Management Inc | 63,505 | $3.19M | 0.14% | +1,509+2.4% | Added |
| Keybank National Association | 63,430 | $3.18M | 0.01% | −8,429−11.7% | Reduced |
| Advisors Management Group Inc | 63,284 | $3.18M | 0.79% | −453−0.7% | Reduced |
| Colony Group, LLC | 62,948 | $3.16M | 0.03% | +36,864+141.3% | Added |
| GYL Financial Synergies, LLC | 62,821 | $3.15M | 0.25% | −270.0% | Reduced |
| Great Valley Advisor Group, Inc. | 62,808 | $3.15M | 0.10% | +27,606+78.4% | Added |
| Arlington Partners LLC | 62,726 | $3.15M | 1.60% | +12,610+25.2% | Added |
| Berkshire Bank | 62,404 | $3.13M | 0.78% | +2,912+4.9% | Added |
| Raymond James Trust N.A. | 62,070 | $3.12M | 0.08% | +1,905+3.2% | Added |
| Private Advisor Group, LLC | 61,927 | $3.11M | 0.02% | +144+0.2% | Added |
| Stephens Inc | 61,286 | $3.08M | 0.05% | +6,435+11.7% | Added |
| Royce & Associates LP | 61,000 | $3.06M | 0.03% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 60,737 | $3.05M | 0.55% | +4,386+7.8% | Added |
| Azzad Asset Management Inc | 59,970 | $3.01M | 0.35% | +1,424+2.4% | Added |
| Dakota Wealth Management | 59,799 | $3.00M | 0.07% | −2,097−3.4% | Reduced |
| Davenport & Co LLC | 59,425 | $2.98M | 0.02% | −12,413−17.3% | Reduced |
| Beach Investment Counsel Inc | 61,394 | $2.98M | 0.37% | −20.0% | Reduced |
| Strategic Advisors LLC | 59,212 | $2.97M | 0.59% | 00.0% | Unchanged |
| Invesco Ltd. | 58,997 | $2.96M | 0.00% | −8,314−12.4% | Reduced |
| Guardian Capital Advisors LP | 63,312 | $2.96M | 0.32% | −3,872−5.8% | Reduced |
| NewEdge Wealth, LLC | 56,795 | $2.95M | 0.07% | +26,955+90.3% | Added |
| Heartland Advisors Inc | 58,770 | $2.95M | 0.15% | +1,256+2.2% | Added |
| CIBC Private Wealth Group, LLC | 59,026 | $2.94M | 0.01% | −823−1.4% | Reduced |
| Zions Bancorporation, N.A. | 58,509 | $2.94M | 0.22% | −10,889−15.7% | Reduced |
| Prentiss Smith & Co Inc | 58,044 | $2.91M | 2.05% | −1,080−1.8% | Reduced |
| Cary Street Partners Asset Management LLC | 57,983 | $2.91M | 0.45% | −3,930−6.3% | Reduced |
| Smithbridge Asset Management Inc | 57,808 | $2.90M | 0.60% | +736+1.3% | Added |
| GSB Wealth Management, LLC | 57,235 | $2.87M | 0.81% | −205−0.4% | Reduced |
| Old Port Advisors | 57,200 | $2.87M | 0.88% | +896+1.6% | Added |
| Kanawha Capital Management LLC | 56,662 | $2.84M | 0.23% | −3,092−5.2% | Reduced |
| Naviter Wealth, LLC | 56,499 | $2.84M | 0.46% | +15,112+36.5% | Added |
| TD Private Client Wealth LLC | 56,005 | $2.81M | 0.09% | −9,602−14.6% | Reduced |
| Rhumbline Advisers | 56,002 | $2.81M | 0.00% | +1,940+3.6% | Added |
| Mutual Advisors, LLC | 55,576 | $2.79M | 0.09% | +8,875+19.0% | Added |
| Allen Capital Group, LLC | 55,210 | $2.77M | 0.40% | −1,028−1.8% | Reduced |
| Cambridge Trust Co | 54,907 | $2.76M | 0.10% | −2,250−3.9% | Reduced |
| Hall Laurie J Trustee | 54,583 | $2.74M | 0.97% | −1,408−2.5% | Reduced |
| Naples Global Advisors, LLC | 54,234 | $2.72M | 0.28% | −1,500−2.7% | Reduced |
| Wetherby Asset Management Inc | 53,755 | $2.70M | 0.13% | −1,219−2.2% | Reduced |
| Advisors Asset Management, Inc. | 53,233 | $2.67M | 0.05% | +1,434+2.8% | Added |
| Veriti Management LLC | 52,745 | $2.65M | 0.20% | −4,495−7.9% | Reduced |
| JustInvest LLC | 52,594 | $2.64M | 0.06% | +8,887+20.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 51,958 | $2.61M | 0.01% | +2,833+5.8% | Added |
| Concurrent Investment Advisors, LLC | 51,775 | $2.60M | 0.11% | +36,909+248.3% | Added |
| Anchor Capital Advisors LLC | 51,696 | $2.59M | 0.07% | −4,432−7.9% | Reduced |
| Paradigm Asset Management Co LLC | 50,900 | $2.55M | 0.65% | +14,200+38.7% | Added |
| Benedict Financial Advisors Inc | 50,190 | $2.52M | 0.64% | −145−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 50,165 | $2.52M | 0.04% | −3,140−5.9% | Reduced |
| Charter Trust Co | 50,107 | $2.51M | 0.17% | −276−0.5% | Reduced |
| Kennon-Green & Company, LLC | 49,981 | $2.51M | 2.34% | +611+1.2% | Added |
| Thomasville National Bank | 49,829 | $2.50M | 0.21% | +549+1.1% | Added |
| Bard Financial Services, Inc. | 49,615 | $2.49M | 0.26% | −1,180−2.3% | Reduced |
| SpiderRock Advisors, LLC | 51,127 | $2.48M | 0.08% | +51,127 | New |
| Redmond Asset Management, LLC | 49,382 | $2.48M | 0.79% | +17,299+53.9% | Added |
| Johnson Investment Counsel Inc | 49,272 | $2.47M | 0.03% | −17,334−26.0% | Reduced |
| Kestra Private Wealth Services, LLC | 49,227 | $2.47M | 0.06% | +796+1.6% | Added |
| Apollon Wealth Management, LLC | 49,081 | $2.46M | 0.08% | −8,075−14.1% | Reduced |
| Quantinno Capital Management LP | 48,888 | $2.45M | 0.05% | +9,725+24.8% | Added |
| We Are One Seven, LLC | 48,815 | $2.45M | 0.13% | −8,395−14.7% | Reduced |
| Arvest Trust Co N A | 48,680 | $2.44M | 0.14% | −307−0.6% | Reduced |
| Deutsche Bank AG | 48,273 | $2.42M | 0.00% | +472+1.0% | Added |
| Park Avenue Securities LLC | 47,776 | $2.40M | 0.03% | −5,691−10.6% | Reduced |
| Clear Street Markets LLC | 47,284 | $2.37M | 1.09% | −35,393−42.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 47,237 | $2.37M | 0.03% | +32,620+223.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 49,216 | $2.37M | 0.02% | −7,662−13.5% | Reduced |
| Meritage Portfolio Management | 46,516 | $2.33M | 0.15% | −28,790−38.2% | Reduced |
| Fiduciary Trust Co | 46,377 | $2.33M | 0.04% | −1,409−2.9% | Reduced |