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 |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 9,976 | $500.7K | 0.08% | −86−0.9% | Reduced |
| Central Trust Co | 9,922 | $498.0K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 9,864 | $495.1K | 0.10% | +100+1.0% | Added |
| Keystone Financial Services | 9,839 | $493.8K | 0.22% | −35−0.4% | Reduced |
| Powers Advisory Group, LLC | 9,683 | $486.0K | 0.28% | −618−6.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,670 | $485.3K | 0.01% | −559−5.5% | Reduced |
| Riverwater Partners LLC | 9,621 | $482.9K | 0.35% | +1,996+26.2% | Added |
| Phillips Wealth Planners LLC | 10,384 | $482.5K | 0.55% | +2,017+24.1% | Added |
| Marcum Wealth, LLC | 9,593 | $481.5K | 0.05% | +1,189+14.1% | Added |
| Beutel, Goodman & Co Ltd. | 9,600 | $481.0K | 0.00% | +3,320+52.9% | Added |
| WSFS Capital Management, LLC | 9,567 | $480.2K | 0.03% | −28−0.3% | Reduced |
| Advisors Preferred, LLC | 9,626 | $479.9K | 0.08% | +9,626 | New |
| Chemistry Wealth Management LLC | 9,541 | $478.9K | 0.13% | −1,120−10.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,469 | $475.2K | 0.01% | +640+7.2% | Added |
| Rbo & Co LLC | 9,394 | $471.5K | 0.08% | −600−6.0% | Reduced |
| Intrua Financial, LLC | 9,325 | $468.0K | 0.07% | −269−2.8% | Reduced |
| Private Trust Co NA | 9,325 | $468.0K | 0.05% | −176−1.9% | Reduced |
| Ignite Planners, LLC | 9,382 | $467.7K | 0.13% | −1,444−13.3% | Reduced |
| Boston Private Wealth LLC | 9,301 | $466.8K | 0.01% | −1,468−13.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,284 | $466.0K | 0.03% | +1,875+25.3% | Added |
| Boothbay Fund Management, LLC | 9,238 | $463.7K | 0.01% | +9,238 | New |
| Mather Group, LLC. | 9,553 | $463.1K | 0.01% | +179+1.9% | Added |
| Bond & Devick Financial Network, Inc. | 9,214 | $462.5K | 0.25% | −82−0.9% | Reduced |
| Hilltop National Bank | 9,173 | $460.4K | 0.16% | +9,173 | New |
| Ransom Advisory, Ltd | 9,118 | $457.6K | 0.24% | +9,118 | New |
| West Family Investments, Inc. | 9,116 | $457.5K | 0.14% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 9,111 | $457.3K | 0.02% | −5,164−36.2% | Reduced |
| Malaga Cove Capital, LLC | 8,998 | $451.6K | 0.18% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 8,977 | $451.0K | 0.07% | −11,337−55.8% | Reduced |
| Spinnaker Trust | 8,886 | $446.0K | 0.03% | +51+0.6% | Added |
| Boston Trust Walden Corp | 8,879 | $445.6K | 0.00% | −500−5.3% | Reduced |
| RS Crum Inc. | 8,871 | $445.2K | 0.12% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 9,225 | $443.4K | 0.17% | −881−8.7% | Reduced |
| Country Club Bank | 8,832 | $443.3K | 0.03% | +342+4.0% | Added |
| Transcend Wealth Collective, LLC | 8,832 | $443.3K | 0.04% | +2,720+44.5% | Added |
| Capital Investment Counsel, Inc | 8,827 | $443.0K | 0.08% | −60−0.7% | Reduced |
| Headlands Technologies LLC | 8,780 | $440.7K | 0.11% | −28,651−76.5% | Reduced |
| Smart Money Group LLC | 8,465 | $438.9K | 0.17% | +3,664+76.3% | Added |
| Sage Rhino Capital LLC | 8,711 | $437.2K | 0.10% | +307+3.7% | Added |
| Coastal Investment Advisors, Inc. | 8,709 | $437.1K | 0.09% | −3,767−30.2% | Reduced |
| Engineers Gate Manager LP | 8,652 | $434.2K | 0.01% | −439−4.8% | Reduced |
| Raleigh Capital Management Inc. | 8,634 | $433.4K | 0.19% | −8,028−48.2% | Reduced |
| Wellington Shields & Co., LLC | 8,612 | $432.2K | 0.14% | −1,500−14.8% | Reduced |
| Vontobel Holding Ltd. | 8,610 | $432.1K | 0.00% | +8,610 | New |
| Court Place Advisors, LLC | 8,575 | $430.4K | 0.14% | −1,300−13.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,557 | $429.5K | 0.00% | +212+2.5% | Added |
| Brighton Jones LLC | 8,490 | $426.1K | 0.02% | +1,467+20.9% | Added |
| Atom Investors LP | 8,439 | $423.6K | 0.05% | +476+6.0% | Added |
| Chicago Capital, LLC | 8,434 | $423.3K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 8,429 | $423.1K | 0.03% | −2,120−20.1% | Reduced |
| Twelve Points Wealth Management LLC | 8,411 | $422.1K | 0.15% | −797−8.7% | Reduced |
| Parsons Capital Management Inc | 8,369 | $420.1K | 0.03% | −1,005−10.7% | Reduced |
| Lido Advisors, LLC | 8,343 | $418.7K | 0.00% | +931+12.6% | Added |
| Daymark Wealth Partners, LLC | 8,334 | $418.3K | 0.02% | −1,393−14.3% | Reduced |
| PDS Planning, Inc | 8,302 | $416.7K | 0.04% | +663+8.7% | Added |
| Byrne Asset Management LLC | – | $416.6K | 0.29% | – | – |
| Savant Capital, LLC | 8,298 | $416.5K | 0.00% | +1,001+13.7% | Added |
| Hunter Associates Investment Management LLC | 8,250 | $415.0K | 0.07% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 7,744 | $414.1K | 0.08% | +84+1.1% | Added |
| Procyon Private Wealth Partners, LLC | 8,239 | $413.5K | 0.03% | −1,358−14.2% | Reduced |
| Sivia Capital Partners, LLC | 8,090 | $406.0K | 0.28% | +101+1.3% | Added |
| Ieq Capital, LLC | 8,087 | $405.9K | 0.01% | +918+12.8% | Added |
| Sound View Wealth Advisors Group, LLC | 8,085 | $405.8K | 0.04% | −434−5.1% | Reduced |
| WealthTrust Axiom LLC | 8,077 | $405.4K | 0.13% | −76−0.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,047 | $403.9K | 0.19% | +1,723+27.2% | Added |
| Greenleaf Trust | 8,024 | $402.7K | 0.00% | −484−5.7% | Reduced |
| Allen Investment Management LLC | 8,005 | $401.8K | 0.01% | −970−10.8% | Reduced |
| Buckingham Strategic Partners | 7,999 | $401.5K | 0.01% | +7,999 | New |
| Tranquilli Financial Advisor LLC | 7,983 | $400.7K | 0.27% | −573−6.7% | Reduced |
| Bessemer Group Inc | 7,953 | $399.0K | 0.00% | −1,234−13.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 7,895 | $396.3K | 0.01% | −1,345−14.6% | Reduced |
| Douglas Lane & Associates, LLC | 7,854 | $394.2K | 0.01% | −1,971−20.1% | Reduced |
| GAMMA Investing LLC | 7,838 | $393.4K | 0.08% | +1,173+17.6% | Added |
| Empower Advisory Group, LLC | 7,788 | $390.9K | 0.00% | +1,074+16.0% | Added |
| Park Place Capital Corp | 7,759 | $389.4K | 0.14% | −3,113−28.6% | Reduced |
| South State Corp. | 7,681 | $385.5K | 0.03% | +33+0.4% | Added |
| Jacobi Capital Management LLC | 7,678 | $385.4K | 0.04% | +1,472+23.7% | Added |
| Keynote Financial Services LLC | 7,650 | $384.0K | 0.32% | +7,650 | New |
| Clifford Swan Investment Counsel LLC | 7,627 | $382.8K | 0.01% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 7,600 | $381.4K | 0.25% | −216−2.8% | Reduced |
| Abbrea Capital, LLC | 7,515 | $377.0K | 0.05% | 00.0% | Unchanged |
| BSW Wealth Partners | 7,507 | $376.8K | 0.06% | +914+13.9% | Added |
| Searle & Co. | 7,500 | $376.4K | 0.10% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,484 | $375.6K | 0.19% | +846+12.7% | Added |
| FourThought Financial Partners, LLC | 7,475 | $375.2K | 0.04% | +2,397+47.2% | Added |
| Canandaigua National Bank & Trust Co | 7,456 | $374.2K | 0.06% | −1,227−14.1% | Reduced |
| Gallacher Capital Management LLC | 7,393 | $371.0K | 0.19% | +644+9.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,389 | $370.9K | 0.03% | −30,125−80.3% | Reduced |
| Ronald Blue Trust, Inc. | 7,279 | $365.3K | 0.01% | +581+8.7% | Added |
| Icon Wealth Advisors, LLC | 7,274 | $365.1K | 0.03% | +547+8.1% | Added |
| Carnegie Capital Asset Management, LLC | 7,268 | $364.8K | 0.01% | −3,252−30.9% | Reduced |
| Great Diamond Partners, LLC | 7,258 | $364.3K | 0.08% | +49+0.7% | Added |
| Somerville Kurt F | 7,242 | $363.5K | 0.06% | −50−0.7% | Reduced |
| King Luther Capital Management Corp | 7,239 | $363.3K | 0.00% | +304+4.4% | Added |
| Sage Mountain Advisors LLC | 7,225 | $362.6K | 0.04% | +7,225 | New |
| Wiley Bros.-Aintree Capital, LLC | 7,115 | $362.0K | 0.05% | +7,115 | New |
| Sterling Investment Advisors, Ltd. | 7,176 | $360.2K | 0.10% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 7,130 | $357.9K | 0.10% | +7,130 | New |
| Lincoln National Corp | 7,069 | $354.8K | 0.01% | +153+2.2% | Added |
| Breakwater Capital Group | 7,065 | $354.6K | 0.09% | +500+7.6% | Added |