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 |
|---|---|---|---|---|---|
| Callahan Advisors, LLC | 46,203 | $2.32M | 0.24% | −2,432−5.0% | Reduced |
| Trajan Wealth LLC | 45,838 | $2.30M | 0.16% | +45,838 | New |
| Glenmede Trust Co NA | 45,667 | $2.29M | 0.01% | −4,320−8.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 44,887 | $2.25M | 0.08% | −6,631−12.9% | Reduced |
| Pavion Blue Capital, LLC | 44,740 | $2.25M | 1.11% | +7,503+20.1% | Added |
| SevenBridge Financial Group, LLC | 42,988 | $2.24M | 0.51% | −2,505−5.5% | Reduced |
| Legacy Wealth Management, LLC | 44,410 | $2.23M | 1.00% | 00.0% | Unchanged |
| Bell Bank | 44,225 | $2.22M | 0.19% | +2,054+4.9% | Added |
| World Equity Group, Inc. | 44,004 | $2.21M | 0.45% | +1,346+3.2% | Added |
| Bleakley Financial Group, LLC | 43,963 | $2.21M | 0.06% | +3,381+8.3% | Added |
| Simplicity Wealth,LLC | 43,963 | $2.21M | 0.05% | +43,963 | New |
| Yousif Capital Management, LLC | 43,397 | $2.18M | 0.02% | −600−1.4% | Reduced |
| Capital Insight Partners, LLC | 43,024 | $2.16M | 0.40% | −40.0% | Reduced |
| Moors & Cabot, Inc. | 42,965 | $2.16M | 0.12% | −801−1.8% | Reduced |
| Anchor Investment Management, LLC | 42,960 | $2.16M | 0.23% | +1,501+3.6% | Added |
| Foresight Capital Management Advisors, Inc. | 42,898 | $2.15M | 1.64% | +2,110+5.2% | Added |
| Mason & Associates, LLC | 42,898 | $2.15M | 1.64% | +42,898 | New |
| Texas Yale Capital Corp. | 42,620 | $2.14M | 0.09% | −650−1.5% | Reduced |
| CAPROCK Group, Inc. | 42,356 | $2.13M | 0.12% | −8,665−17.0% | Reduced |
| Narwhal Capital Management | 42,323 | $2.12M | 0.21% | −26,900−38.9% | Reduced |
| Timber Creek Capital Management LLC | 41,802 | $2.10M | 0.66% | +1,426+3.5% | Added |
| Todd Asset Management LLC | 41,676 | $2.09M | 0.04% | +357+0.9% | Added |
| Forte Capital LLC | 41,182 | $2.07M | 0.26% | −543−1.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 41,105 | $2.06M | 0.10% | +12,170+42.1% | Added |
| Earnest Partners LLC | 41,061 | $2.06M | 0.01% | −211−0.5% | Reduced |
| SkyOak Wealth, LLC | 40,807 | $2.05M | 0.49% | −156−0.4% | Reduced |
| Portside Wealth Group, LLC | 40,496 | $2.03M | 0.38% | +7,429+22.5% | Added |
| Farther Finance Advisors, LLC | 40,744 | $2.03M | 0.12% | +936+2.4% | Added |
| Pinnacle Associates Ltd | 40,189 | $2.02M | 0.03% | −2,323−5.5% | Reduced |
| JPL Wealth Management, LLC | 40,154 | $2.02M | 1.11% | +10,641+36.1% | Added |
| Balentine LLC | 40,055 | $2.01M | 0.06% | −1,499−3.6% | Reduced |
| Quadcap Wealth Management, LLC | 39,952 | $2.01M | 0.46% | −115−0.3% | Reduced |
| HBW Advisory Services LLC | 41,350 | $2.00M | 0.38% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 39,822 | $2.00M | 0.04% | −5,763−12.6% | Reduced |
| Arvest Investments, Inc. | 39,351 | $1.98M | 0.31% | −6,595−14.4% | Reduced |
| Sowell Financial Services LLC | 38,974 | $1.96M | 0.09% | −317−0.8% | Reduced |
| GWM Advisors LLC | 38,803 | $1.95M | 0.02% | −24,300−38.5% | Reduced |
| Aquatic Capital Management LLC | 38,800 | $1.95M | 0.06% | −192,900−83.3% | Reduced |
| Schechter Investment Advisors, LLC | 38,684 | $1.94M | 0.15% | +6,676+20.9% | Added |
| HM Payson & Co | 38,682 | $1.94M | 0.04% | −1,317−3.3% | Reduced |
| Whittier Trust Co | 38,291 | $1.92M | 0.03% | −2,578−6.3% | Reduced |
| Cardinal Capital Management | 38,068 | $1.91M | 0.31% | +3,803+11.1% | Added |
| Aviance Capital Partners, LLC | 37,960 | $1.91M | 0.28% | +37,960 | New |
| London & Capital Asset Management Ltd | 37,854 | $1.90M | 0.15% | +4,381+13.1% | Added |
| Trust Co of Vermont | 37,843 | $1.90M | 0.11% | −3,655−8.8% | Reduced |
| Verdence Capital Advisors LLC | 37,766 | $1.90M | 0.17% | +2,024+5.7% | Added |
| Three Bridge Wealth Advisors, LLC | 37,645 | $1.89M | 0.74% | +26,310+232.1% | Added |
| Quotient Wealth Partners, LLC | 37,612 | $1.89M | 0.07% | −27,566−42.3% | Reduced |
| Choate Investment Advisors | 37,358 | $1.88M | 0.05% | −2,296−5.8% | Reduced |
| Ritholtz Wealth Management | 36,873 | $1.85M | 0.06% | +9,543+34.9% | Added |
| Northwest Investment Counselors, LLC | 36,788 | $1.85M | 0.45% | −1,829−4.7% | Reduced |
| BTC Capital Management, Inc. | 36,608 | $1.84M | 0.17% | +36,608 | New |
| State Street Corp | 36,537 | $1.83M | 0.00% | −20−0.1% | Reduced |
| Signaturefd, LLC | 36,419 | $1.83M | 0.04% | +4,237+13.2% | Added |
| Regatta Capital Group, LLC | 36,135 | $1.81M | 0.41% | +646+1.8% | Added |
| Pathway Financial Advisers, LLC | 35,992 | $1.81M | 0.65% | +787+2.2% | Added |
| Optimist Retirement Group LLC | 35,698 | $1.79M | 0.92% | +14,235+66.3% | Added |
| Baker Tilly Wealth Management, LLC | 35,588 | $1.79M | 0.32% | +6,104+20.7% | Added |
| KCM Investment Advisors LLC | 35,192 | $1.77M | 0.07% | +3,997+12.8% | Added |
| Highland Capital Management, LLC | 34,597 | $1.74M | 0.10% | +20+0.1% | Added |
| Inlet Private Wealth, LLC | 34,126 | $1.71M | 0.48% | −500−1.4% | Reduced |
| Hedges Asset Management LLC | 33,950 | $1.70M | 1.19% | +2,000+6.3% | Added |
| Pacifica Partners Inc. | 34,295 | $1.70M | 0.75% | −325−0.9% | Reduced |
| Americana Partners, LLC | 33,346 | $1.67M | 0.14% | +1,503+4.7% | Added |
| Westhampton Capital, LLC | 33,397 | $1.67M | 0.91% | −164−0.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 32,669 | $1.64M | 0.53% | +495+1.5% | Added |
| Argent Trust Co | 31,945 | $1.60M | 0.07% | +424+1.3% | Added |
| Eldred Rock Partners, LLC | 31,869 | $1.60M | 0.87% | +31,869 | New |
| Drexel Morgan & Co. | 31,722 | $1.59M | 0.33% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 31,708 | $1.59M | 1.46% | −286−0.9% | Reduced |
| CIBC Asset Management Inc | 31,519 | $1.58M | 0.01% | −8,913−22.0% | Reduced |
| WCG Wealth Advisors LLC | 31,418 | $1.58M | 0.13% | −12,233−28.0% | Reduced |
| Tectonic Advisors LLC | 31,209 | $1.57M | 0.12% | +5,391+20.9% | Added |
| Delta Capital Management LLC | 30,600 | $1.54M | 1.02% | +150+0.5% | Added |
| Auxano Advisors, LLC | 30,404 | $1.53M | 0.44% | +6,591+27.7% | Added |
| Old Second National Bank of Aurora | 30,010 | $1.51M | 0.39% | −832−2.7% | Reduced |
| RBF Capital, LLC | 30,000 | $1.51M | 0.08% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 29,990 | $1.51M | 0.08% | +2,577+9.4% | Added |
| Ategra Capital Management, LLC | 29,820 | $1.50M | 0.69% | +1,701+6.0% | Added |
| Balyasny Asset Management LLC | 29,449 | $1.48M | 0.00% | +18,248+162.9% | Added |
| National Asset Management, Inc. | 29,547 | $1.46M | 0.04% | +4,549+18.2% | Added |
| Columbus Macro, LLC | 28,900 | $1.45M | 0.55% | −1,579−5.2% | Reduced |
| ICW Investment Advisors LLC | 28,811 | $1.45M | 0.64% | +987+3.5% | Added |
| Slocum, Gordon & Co LLP | 28,790 | $1.44M | 1.07% | −410−1.4% | Reduced |
| Ceera Investments, LLC | 28,595 | $1.44M | 0.63% | 00.0% | Unchanged |
| Commerce Bank | 28,481 | $1.43M | 0.01% | −81−0.3% | Reduced |
| Altman Advisors, Inc. | 28,610 | $1.43M | 0.69% | +17,389+155.0% | Added |
| Private Harbour Investment Management & Counsel, LLC | 28,354 | $1.42M | 1.53% | −599−2.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 28,258 | $1.42M | 0.11% | +460+1.7% | Added |
| Sigma Planning Corp | 28,039 | $1.41M | 0.04% | +15,424+122.3% | Added |
| First Bank & Trust | 27,965 | $1.40M | 0.29% | −4,599−14.1% | Reduced |
| InTrack Investment Management Inc | 27,952 | $1.40M | 1.04% | +13,633+95.2% | Added |
| MAI Capital Management | 27,399 | $1.38M | 0.01% | +9,977+57.3% | Added |
| Buffington Mohr McNeal | 27,215 | $1.37M | 0.25% | +354+1.3% | Added |
| Alliance Wealth Advisors, LLC | 27,072 | $1.36M | 0.41% | +7,455+38.0% | Added |
| Principal Securities, Inc. | 26,769 | $1.34M | 0.04% | +3,448+14.8% | Added |
| Lineweaver Wealth Advisors, LLC | 26,730 | $1.34M | 0.32% | +973+3.8% | Added |
| Vident Advisory, LLC | 26,642 | $1.34M | 0.03% | −99−0.4% | Reduced |
| First Hawaiian Bank | 26,605 | $1.34M | 0.04% | −7,396−21.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 26,430 | $1.33M | 0.04% | −2,674−9.2% | Reduced |