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 |
|---|---|---|---|---|---|
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 15,167 | $761.2K | 0.01% | −34,706−69.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 15,082 | $757.0K | 0.30% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 15,034 | $754.6K | 0.09% | +134+0.9% | Added |
| Aberdeen Wealth Management LLC | 14,926 | $749.1K | 0.44% | −74−0.5% | Reduced |
| Toroso Investments, LLC | 14,871 | $746.4K | 0.01% | +347+2.4% | Added |
| Bailard, Inc. | 14,835 | $744.6K | 0.02% | +1,553+11.7% | Added |
| Wealthspire Advisors, LLC | 14,816 | $743.6K | 0.01% | +448+3.1% | Added |
| BCGM Wealth Management, LLC | 14,814 | $743.5K | 0.27% | −1,013−6.4% | Reduced |
| Vise Technologies, Inc. | 14,797 | $742.6K | 0.15% | +1,468+11.0% | Added |
| Quadrant Capital Group LLC | 14,789 | $742.3K | 0.06% | −3,718−20.1% | Reduced |
| Berkeley Capital Partners, LLC | 14,641 | $734.8K | 0.22% | −16,772−53.4% | Reduced |
| Essex Financial Services, Inc. | 14,635 | $734.5K | 0.07% | −941−6.0% | Reduced |
| River Street Advisors LLC | 14,582 | $731.9K | 0.49% | −93−0.6% | Reduced |
| Squarepoint Ops LLC | 14,554 | $730.5K | 0.00% | +3,373+30.2% | Added |
| Gibbs Wealth Management | 14,541 | $729.8K | 0.42% | +14,541 | New |
| Hilltop Holdings Inc. | 14,369 | $721.2K | 0.08% | −1,858−11.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 14,184 | $711.9K | 0.16% | +3,382+31.3% | Added |
| Integrated Wealth Concepts LLC | 14,042 | $704.8K | 0.01% | −1,864−11.7% | Reduced |
| Tritonpoint Wealth, LLC | 14,830 | $702.6K | 0.07% | +337+2.3% | Added |
| Mengis Capital Management, Inc. | 13,994 | $702.4K | 0.11% | +4,432+46.4% | Added |
| Fluent Financial, LLC | 13,965 | $700.9K | 0.39% | −8,628−38.2% | Reduced |
| Fayez Sarofim & Co | 13,960 | $700.6K | 0.00% | −8,691−38.4% | Reduced |
| Gamco Investors, Inc. Et Al | 13,940 | $699.6K | 0.01% | −539−3.7% | Reduced |
| Credit Suisse AG | 13,826 | $693.9K | 0.00% | +9,019+187.6% | Added |
| Coldstream Capital Management Inc | 13,814 | $693.3K | 0.02% | +2,660+23.8% | Added |
| Old National Bancorp | 13,778 | $691.5K | 0.02% | −1,533−10.0% | Reduced |
| BKM Wealth Management, LLC | 13,705 | $687.9K | 0.30% | +4,114+42.9% | Added |
| HB Wealth Management, LLC | 13,702 | $687.7K | 0.01% | +680+5.2% | Added |
| Garner Asset Management Corp | 13,620 | $684.0K | 0.35% | +790+6.2% | Added |
| Empowered Funds, LLC | 13,625 | $683.8K | 0.01% | +13,625 | New |
| BancorpSouth Bank | 13,625 | $683.8K | 0.05% | −1,454−9.6% | Reduced |
| Joel Isaacson & Co., LLC | 13,594 | $682.3K | 0.04% | +20.0% | Added |
| Excalibur Management Corp | 13,562 | $680.7K | 0.29% | +513+3.9% | Added |
| Dearborn Partners LLC | 13,377 | $671.4K | 0.03% | +541+4.2% | Added |
| Raelipskie Partnership | 13,377 | $671.4K | 0.38% | +4,132+44.7% | Added |
| HF Advisory Group, LLC | 13,352 | $670.2K | 0.37% | +3,640+37.5% | Added |
| EP Wealth Advisors, LLC | 13,259 | $665.4K | 0.01% | +2,940+28.5% | Added |
| Pitcairn Co | 13,215 | $663.3K | 0.04% | −453−3.3% | Reduced |
| Nuveen Asset Management, LLC | 13,138 | $659.3K | 0.00% | +181+1.4% | Added |
| Aaron Wealth Advisors | 13,115 | $658.2K | 0.09% | +6,648+102.8% | Added |
| WR Wealth Planners, LLC | 13,107 | $657.8K | 0.20% | +893+7.3% | Added |
| DMG Group, LLC | 13,059 | $655.4K | 0.57% | −1,666−11.3% | Reduced |
| Bank of Nova Scotia Trust Co | 13,025 | $653.7K | 0.07% | +2,425+22.9% | Added |
| Thrivent Financial for Lutherans | 13,002 | $653.0K | 0.00% | −966−6.9% | Reduced |
| LGL Partners, LLC | 12,932 | $649.1K | 0.11% | +258+2.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,903 | $647.6K | 0.10% | +2,161+20.1% | Added |
| Flputnam Investment Management Co | 12,877 | $646.3K | 0.01% | +2,880+28.8% | Added |
| Lake Street Advisors Group, LLC | 12,816 | $643.2K | 0.03% | +938+7.9% | Added |
| FLC Capital Advisors | 12,762 | $640.5K | 0.16% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12,744 | $639.6K | 0.05% | −195−1.5% | Reduced |
| Evergreen Capital Management LLC | 12,693 | $637.1K | 0.02% | +1,016+8.7% | Added |
| Retirement Guys Formula LLC | 12,611 | $633.0K | 0.31% | +3,123+32.9% | Added |
| Robertson Stephens Wealth Management, LLC | 12,521 | $628.4K | 0.03% | −204−1.6% | Reduced |
| Stock Yards Bank & Trust Co | 12,492 | $627.0K | 0.02% | +445+3.7% | Added |
| Vestmark Advisory Solutions, Inc. | 12,465 | $625.6K | 0.03% | −1,506−10.8% | Reduced |
| Weik Capital Management | 12,390 | $621.9K | 0.26% | −4,510−26.7% | Reduced |
| Jeppson Wealth Management, LLC | 12,313 | $618.0K | 0.24% | +34+0.3% | Added |
| Global Retirement Partners, LLC | 12,214 | $613.0K | 0.02% | −295−2.4% | Reduced |
| Capstone Investment Advisors, LLC | 12,185 | $611.6K | 0.01% | −34,677−74.0% | Reduced |
| Sapient Capital LLC | 12,018 | $603.2K | 0.01% | −4,166−25.7% | Reduced |
| Atomi Financial Group, Inc. | 11,916 | $598.1K | 0.06% | +3,263+37.7% | Added |
| Shelton Capital Management | 11,885 | $596.5K | 0.02% | −7−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 11,784 | $593.2K | 0.02% | −1,113−8.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,645 | $584.5K | 0.01% | +77+0.7% | Added |
| Hartford Funds Management Co LLC | 11,638 | $584.1K | 0.06% | +2,263+24.1% | Added |
| Legacy Capital Group California, Inc. | 11,583 | $581.4K | 0.21% | +2,393+26.0% | Added |
| Intellectus Partners, LLC | 11,528 | $578.6K | 0.15% | −25−0.2% | Reduced |
| Navellier & Associates Inc | 11,492 | $576.8K | 0.07% | 00.0% | Unchanged |
| Glenview Trust Co | 11,470 | $575.7K | 0.01% | −379−3.2% | Reduced |
| Colonial Trust Co | 11,393 | $571.8K | 0.11% | −323−2.8% | Reduced |
| PAX Financial Group, LLC | 11,338 | $569.1K | 0.11% | +312+2.8% | Added |
| Thoroughbred Financial Services, LLC | 11,326 | $568.0K | 0.05% | −12,122−51.7% | Reduced |
| RSM US Wealth Management LLC | 11,275 | $565.9K | 0.01% | −231−2.0% | Reduced |
| Wealth Alliance | 11,190 | $561.6K | 0.07% | −2,599−18.8% | Reduced |
| Modern Wealth Management, LLC | 11,165 | $560.4K | 0.05% | +11,165 | New |
| Manchester Capital Management LLC | 11,142 | $559.2K | 0.07% | 00.0% | Unchanged |
| Nuance Investments, LLC | 10,987 | $551.5K | 0.01% | +10,987 | New |
| Rathbone Brothers plc | 10,918 | $548.3K | 0.00% | −463−4.1% | Reduced |
| Strategic Global Advisors, LLC | 10,817 | $542.9K | 0.12% | −92−0.8% | Reduced |
| IHT Wealth Management, LLC | 10,816 | $542.8K | 0.02% | +422+4.1% | Added |
| Leavell Investment Management, Inc. | 10,765 | $540.0K | 0.03% | −589−5.2% | Reduced |
| Sandy Cove Advisors, LLC | 10,720 | $538.0K | 0.25% | +540+5.3% | Added |
| Old North State Trust, LLC | 10,654 | $535.0K | 0.45% | +10,654 | New |
| Tiaa Trust, National Association | 10,608 | $532.4K | 0.00% | −274−2.5% | Reduced |
| PFG Investments, LLC | 10,572 | $530.6K | 0.03% | +2,844+36.8% | Added |
| Physicians Financial Services, Inc. | 10,563 | $530.0K | 0.19% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,544 | $529.2K | 0.01% | −1,881−15.1% | Reduced |
| Five Oceans Advisors | 10,515 | $527.7K | 0.27% | −10.0% | Reduced |
| Perigon Wealth Management, LLC | 10,507 | $527.4K | 0.02% | +2,515+31.5% | Added |
| Twin City Private Wealth, LLC | 10,473 | $525.6K | 0.52% | +10,473 | New |
| Principle Wealth Partners LLC | 10,443 | $524.1K | 0.04% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 10,427 | $523.3K | 0.21% | +34+0.3% | Added |
| Sky Investment Group LLC | 10,424 | $523.2K | 0.10% | −265−2.5% | Reduced |
| Range Financial Group LLC | 10,409 | $522.4K | 0.27% | +1,372+15.2% | Added |
| Cozad Asset Management Inc | 10,210 | $512.4K | 0.05% | −869−7.8% | Reduced |
| Ausdal Financial Partners, Inc. | 10,201 | $512.0K | 0.06% | +13+0.1% | Added |
| Peregrine Asset Advisers, Inc. | 10,175 | $510.7K | 0.20% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 10,159 | $509.9K | 0.06% | −878−8.0% | Reduced |
| FirstPurpose Wealth LLC | 10,671 | $509.4K | 0.18% | +1,614+17.8% | Added |
| Allworth Financial LP | 10,034 | $503.6K | 0.00% | +330+3.4% | Added |