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; 1,192 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 | 1,192 | $15.5B |
| Q1 2026 | 1,174 | $13.7B |
| Q4 2025 | 1,157 | $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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 7,311 | $354.4K | 0.02% | +196+2.8% | Added |
| Keudell/Morrison Wealth Management | 7,056 | $354.1K | 0.11% | −1,290−15.5% | Reduced |
| Value Partners Investments Inc. | 7,059 | $354.1K | 0.03% | +758+12.0% | Added |
| Graypoint LLC | 7,042 | $353.4K | 0.03% | −583−7.6% | Reduced |
| Causeway Capital Management LLC | 7,017 | $352.2K | 0.01% | −286,707−97.6% | Reduced |
| Fca Corp | 7,000 | $351.3K | 0.11% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 6,725 | $348.7K | 0.07% | −400−5.6% | Reduced |
| Woodmont Investment Counsel LLC | 6,861 | $344.4K | 0.03% | −40−0.6% | Reduced |
| Parkside Financial Bank & Trust | 6,801 | $341.3K | 0.05% | +837+14.0% | Added |
| Caldwell Trust Co | 6,800 | $341.3K | 0.04% | −1,385−16.9% | Reduced |
| Crescent Grove Advisors, LLC | 6,782 | $340.4K | 0.04% | +4+0.1% | Added |
| Aspen Grove Capital, LLC | 6,779 | $340.2K | 0.10% | −16−0.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,764 | $339.5K | 0.01% | −394−5.5% | Reduced |
| Summit Global Investments | 6,728 | $338.0K | 0.03% | +6,728 | New |
| Aries Wealth Management | 6,729 | $337.7K | 0.11% | +200+3.1% | Added |
| M. Kulyk & Associates, LLC | 6,728 | $337.7K | 0.08% | −51,782−88.5% | Reduced |
| Cornerstone Wealth Group, LLC | 6,722 | $337.4K | 0.03% | +6,722 | New |
| Avantax Planning Partners, Inc. | 6,658 | $334.2K | 0.01% | +6,658 | New |
| Rehmann Capital Advisory Group | 6,638 | $333.2K | 0.02% | −172−2.5% | Reduced |
| Mission Wealth Management, LP | 6,636 | $333.1K | 0.01% | +1,125+20.4% | Added |
| Independent Advisor Alliance | 6,629 | $332.7K | 0.01% | +96+1.5% | Added |
| Ti-Trust, Inc | 6,625 | $332.5K | 0.24% | +6,625 | New |
| Atlantic Union Bankshares Corp | 6,619 | $332.2K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,619 | $332.0K | 0.02% | −45−0.7% | Reduced |
| Chase Investment Counsel Corp | 6,630 | $332.0K | 0.12% | +384+6.1% | Added |
| Claro Advisors LLC | 6,605 | $331.5K | 0.06% | +40+0.6% | Added |
| Equitable Holdings, Inc. | 6,546 | $328.5K | 0.00% | −118−1.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 6,536 | $328.0K | 0.03% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 6,535 | $328.0K | 0.11% | −753−10.3% | Reduced |
| Wedbush Securities Inc | 6,543 | $328.0K | 0.01% | +6,543 | New |
| Cladis Investment Advisory, LLC | 6,500 | $326.2K | 0.24% | −1,500−18.8% | Reduced |
| Geneos Wealth Management Inc. | 6,496 | $326.0K | 0.01% | +1,209+22.9% | Added |
| Port Capital LLC | 6,500 | $326.0K | 0.02% | −500−7.1% | Reduced |
| Bedel Financial Consulting, Inc. | 6,490 | $325.7K | 0.05% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 6,479 | $325.2K | 0.11% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,469 | $324.7K | 0.03% | +6,469 | New |
| Lincoln Capital LLC | 6,434 | $322.9K | 0.07% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,417 | $322.0K | 0.08% | +20.0% | Added |
| Lindbrook Capital, LLC | 6,399 | $321.2K | 0.03% | −762−10.6% | Reduced |
| Centaurus Financial, Inc. | 6,344 | $318.0K | 0.02% | +1,254+24.6% | Added |
| Mane Global Capital Management LP | 6,314 | $316.9K | 0.03% | +6,314 | New |
| Pine Haven Investment Counsel, Inc | 6,258 | $314.1K | 0.28% | +125+2.0% | Added |
| Hazlett, Burt & Watson, Inc. | 6,226 | $314.0K | 0.19% | −200−3.1% | Reduced |
| Bradley Foster & Sargent Inc | 6,231 | $312.7K | 0.01% | −1,000−13.8% | Reduced |
| Cetera Trust Company, N.A | 6,195 | $310.9K | 0.19% | −375−5.7% | Reduced |
| Farmers & Merchants Investments Inc | 6,166 | $309.5K | 0.01% | −125−2.0% | Reduced |
| Schrum Private Wealth Management LLC | 6,161 | $309.2K | 0.28% | +6,161 | New |
| Warren Averett Asset Management, LLC | 6,146 | $308.5K | 0.01% | +6,146 | New |
| White Knight Strategic Wealth Advisors, LLC | 6,130 | $307.7K | 0.32% | +25+0.4% | Added |
| Abel Hall, LLC | 6,102 | $306.3K | 0.23% | +577+10.4% | Added |
| AlphaQ Advisors LLC | 6,096 | $306.0K | 0.18% | −1,026−14.4% | Reduced |
| Inscription Capital, LLC | 6,073 | $304.8K | 0.05% | +6,073 | New |
| Wambolt & Associates, LLC | 6,081 | $303.1K | 0.09% | −6,307−50.9% | Reduced |
| Applied Finance Capital Management, LLC | 6,015 | $301.9K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 6,013 | $301.8K | 0.08% | −1,586−20.9% | Reduced |
| Freestone Capital Holdings, LLC | 6,002 | $301.2K | 0.01% | −1,806−23.1% | Reduced |
| Birch Hill Investment Advisors LLC | 6,000 | $301.1K | 0.01% | −200−3.2% | Reduced |
| Phocas Financial Corp. | 6,000 | $301.1K | 0.04% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 5,973 | $299.8K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,949 | $298.6K | 0.05% | −19−0.3% | Reduced |
| Mezzasalma Advisors, LLC | 5,945 | $298.4K | 0.14% | +5,945 | New |
| Roberts Glore & Co Inc | 5,941 | $298.2K | 0.09% | 00.0% | Unchanged |
| Fiduciary Group LLC | 5,895 | $295.9K | 0.03% | −286−4.6% | Reduced |
| Grey Street Capital, LLC | 5,869 | $294.5K | 0.04% | +5,869 | New |
| Foundations Investment Advisors, LLC | 5,795 | $290.8K | 0.01% | +792+15.8% | Added |
| Forum Financial Management, LP | 5,770 | $289.6K | 0.00% | +1,512+35.5% | Added |
| Diversified Trust Co | 5,754 | $288.8K | 0.01% | +1,086+23.3% | Added |
| Addison Advisors LLC | 5,741 | $288.1K | 0.10% | −285−4.7% | Reduced |
| Eagle Bay Advisors LLC | 5,730 | $287.6K | 0.18% | +3,201+126.6% | Added |
| Aptus Capital Advisors, LLC | 5,723 | $287.2K | 0.01% | +5,723 | New |
| Summit Trail Advisors, LLC | 5,715 | $286.8K | 0.01% | +498+9.5% | Added |
| Argonautica Private Wealth Management, Inc | 5,642 | $283.2K | 0.10% | −545−8.8% | Reduced |
| Atlas Brown,Inc. | 5,638 | $283.0K | 0.10% | +4+0.1% | Added |
| SeaCrest Wealth Management, LLC | 5,619 | $282.0K | 0.03% | −8,742−60.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 5,587 | $280.4K | 0.01% | −199−3.4% | Reduced |
| Nilsine Partners, LLC | 5,531 | $277.6K | 0.04% | +1,375+33.1% | Added |
| V-Square Quantitative Management LLC | 5,574 | $277.4K | 0.05% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,451 | $273.6K | 0.01% | −931−14.6% | Reduced |
| Callan Capital, LLC | 5,425 | $272.3K | 0.02% | +782+16.8% | Added |
| Legacy Private Trust Co. | 5,423 | $272.2K | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 5,406 | $271.3K | 0.02% | −71−1.3% | Reduced |
| Hummer Financial Advisory Services Inc | 5,394 | $270.7K | 0.22% | −856−13.7% | Reduced |
| Optas, LLC | 5,389 | $270.5K | 0.07% | +438+8.8% | Added |
| Lion Street Advisors, LLC | 5,547 | $268.9K | 0.11% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,317 | $266.9K | 0.01% | +5,317 | New |
| Edge Capital Group, LLC | 5,302 | $266.1K | 0.01% | −974−15.5% | Reduced |
| Traphagen Investment Advisors LLC | 5,298 | $265.9K | 0.03% | −274−4.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,292 | $265.6K | 0.03% | −3,873−42.3% | Reduced |
| Fulcrum Capital LLC | 5,220 | $262.0K | 0.06% | +395+8.2% | Added |
| Campbell & CO Investment Adviser LLC | 5,193 | $260.6K | 0.02% | −277−5.1% | Reduced |
| WCM Investment Management, LLC | 5,169 | $259.4K | 0.00% | +696+15.6% | Added |
| Graybill Bartz & Assoc Ltd | 5,164 | $259.2K | 0.11% | +115+2.3% | Added |
| Transamerica Financial Advisors, Inc. | 5,155 | $259.0K | 0.03% | +4,108+392.4% | Added |
| Borer Denton & Associates, Inc. | 5,155 | $258.7K | 0.09% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 5,146 | $258.3K | 0.08% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 5,133 | $257.6K | 0.04% | +288+5.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,125 | $257.2K | 0.11% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 5,123 | $257.0K | 0.02% | +5,123 | New |
| Hexagon Capital Partners LLC | 5,120 | $257.0K | 0.06% | +1,711+50.2% | Added |
| Steinberg Asset Management LLC | 5,100 | $256.0K | 0.22% | −175−3.3% | Reduced |