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 |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 5,012 | $251.6K | 0.02% | −333−6.2% | Reduced |
| Verity & Verity, LLC | 5,000 | $250.9K | 0.03% | −66−1.3% | Reduced |
| Oarsman Capital, Inc. | 4,990 | $250.4K | 0.06% | +4,990 | New |
| SPC Financial, Inc. | 4,975 | $249.7K | 0.02% | +300+6.4% | Added |
| Hemenway Trust Co LLC | 4,942 | $248.0K | 0.02% | −1,221−19.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,900 | $245.9K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,900 | $245.9K | 0.17% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,895 | $245.7K | 0.06% | −586−10.7% | Reduced |
| Embree Financial Group | 4,892 | $245.5K | 0.05% | +23+0.5% | Added |
| Augustine Asset Management Inc | 4,860 | $243.9K | 0.10% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 4,830 | $242.4K | 0.11% | +415+9.4% | Added |
| Financial Network Wealth Advisors LLC | 4,811 | $241.5K | 0.24% | +4,811 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,800 | $241.0K | 0.02% | 00.0% | Unchanged |
| Human Investing LLC | 4,801 | $241.0K | 0.05% | −486−9.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,776 | $239.7K | 0.03% | −9,079−65.5% | Reduced |
| Chicago Trust Co NA | 4,760 | $238.9K | 0.05% | +58+1.2% | Added |
| Eudaimonia Partners, LLC | 4,743 | $238.1K | 0.06% | −120−2.5% | Reduced |
| USA Financial Portformulas Corp | 4,738 | $237.8K | 0.04% | −965−16.9% | Reduced |
| Balanced Rock Investment Advisor | 4,692 | $235.5K | 0.20% | −1,460−23.7% | Reduced |
| Boston Mountain Money Management Inc | 4,669 | $234.3K | 0.16% | +4,669 | New |
| Reuter James Wealth Management, LLC | 4,648 | $233.3K | 0.16% | −2,807−37.7% | Reduced |
| Regal Investment Advisors LLC | 4,648 | $233.3K | 0.02% | −79−1.7% | Reduced |
| Delta Financial Advisors LLC | 4,633 | $232.5K | 0.09% | −1,995−30.1% | Reduced |
| AdvisorNet Financial, Inc | 4,616 | $231.7K | 0.02% | +20+0.4% | Added |
| Schnieders Capital Management LLC | 4,612 | $231.5K | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,606 | $231.2K | 0.02% | −301−6.1% | Reduced |
| Renasant Bank | 4,605 | $231.1K | 0.16% | +44+1.0% | Added |
| Eqis Capital Management, Inc. | 4,599 | $230.8K | 0.02% | −1,042−18.5% | Reduced |
| Empire Financial Management Company, LLC | 4,546 | $228.2K | 0.08% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,520 | $226.9K | 0.05% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 4,517 | $226.7K | 0.05% | −5,446−54.7% | Reduced |
| Keeley-Teton Advisors, LLC | 4,500 | $225.9K | 0.03% | 00.0% | Unchanged |
| David Loasby | 4,660 | $225.5K | 0.02% | +4,660 | New |
| Carr Financial Group Corp | 4,493 | $225.5K | 0.08% | +20.0% | Added |
| Aurora Private Wealth, Inc. | 4,469 | $224.0K | 0.19% | −149−3.2% | Reduced |
| Hyman Charles D | 4,465 | $224.0K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,449 | $223.3K | 0.01% | +4,449 | New |
| IFP Advisors, Inc | 4,435 | $222.6K | 0.01% | −354−7.4% | Reduced |
| Grove Bank & Trust | 4,432 | $222.4K | 0.04% | −5,838−56.8% | Reduced |
| Loomis Sayles & Co L P | 4,422 | $222.0K | 0.00% | +166+3.9% | Added |
| Alhambra Investment Partners LLC | 4,400 | $220.8K | 0.12% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 4,388 | $220.2K | 0.21% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 4,383 | $220.0K | 0.07% | +4,383 | New |
| Trust Point Inc. | 4,380 | $219.8K | 0.02% | +4,380 | New |
| Fort Sheridan Advisors LLC | 4,355 | $218.6K | 0.04% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 4,350 | $218.0K | 0.03% | −6−0.1% | Reduced |
| Washington Trust Advisors, Inc. | 4,341 | $217.9K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 4,307 | $216.2K | 0.02% | +4,307 | New |
| Beacon Investment Advisory Services, Inc. | 4,285 | $215.1K | 0.01% | −2,000−31.8% | Reduced |
| Cullen Investment Group, Ltd. | 4,344 | $214.4K | 0.03% | −1,457−25.1% | Reduced |
| Gladstone Institutional Advisory LLC | 4,246 | $213.1K | 0.01% | −2,276−34.9% | Reduced |
| Moseley Investment Management Inc | 4,234 | $212.5K | 0.11% | −573−11.9% | Reduced |
| Stratos Wealth Advisors, LLC | 4,232 | $212.4K | 0.01% | −1,903−31.0% | Reduced |
| HBK Sorce Advisory LLC | 4,224 | $212.0K | 0.01% | −333−7.3% | Reduced |
| Essex Savings Bank | 4,369 | $211.8K | 0.06% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,208 | $211.2K | 0.01% | −1,065−20.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,200 | $210.8K | 0.06% | −300−6.7% | Reduced |
| S.A. Mason LLC | 4,183 | $209.9K | 0.13% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 4,150 | $208.3K | 0.16% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,013 | $208.1K | 0.02% | −1,153−22.3% | Reduced |
| Mitchell Sinkler & Starr | 4,114 | $206.5K | 0.05% | −19,455−82.5% | Reduced |
| Wedmont Private Capital | 4,265 | $206.4K | 0.02% | +4,265 | New |
| Private Wealth Partners, LLC | 4,100 | $205.8K | 0.02% | +4,100 | New |
| Sepio Capital, LP | 4,096 | $205.6K | 0.02% | −84−2.0% | Reduced |
| Boston Family Office LLC | 4,090 | $205.0K | 0.01% | −950−18.8% | Reduced |
| Stonegate Investment Group, LLC | 4,065 | $204.0K | 0.01% | +4,065 | New |
| Octavia Wealth Advisors, LLC | 4,062 | $203.9K | 0.03% | +4,062 | New |
| Good Life Advisors, LLC | 4,050 | $203.3K | 0.02% | +4,050 | New |
| Carret Asset Management, LLC | 4,044 | $203.0K | 0.02% | +4,044 | New |
| Mayflower Financial Advisors, LLC | 4,026 | $202.1K | 0.03% | +4,026 | New |
| Toronto Dominion Bank | 4,015 | $201.5K | 0.00% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 4,002 | $200.9K | 0.05% | +4,002 | New |
| Adviser Investments LLC | 4,000 | $200.8K | 0.00% | +4,000 | New |
| Spears Abacus Advisors LLC | 3,987 | $200.1K | 0.00% | +3,987 | New |
| FinTrust Capital Advisors, LLC | 3,974 | $199.5K | 0.04% | +266+7.2% | Added |
| Riverview Trust Co | 3,849 | $193.2K | 0.15% | −621−13.9% | Reduced |
| Avalon Trust Co | 3,750 | $188.2K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 4,000 | $187.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,619 | $181.6K | 0.09% | −492−12.0% | Reduced |
| United Community Bank | 3,550 | $178.2K | 0.07% | +590+19.9% | Added |
| BNP Paribas Arbitrage, SA | 3,535 | $177.4K | 0.00% | −128−3.5% | Reduced |
| First Horizon Advisors, Inc. | 3,514 | $176.4K | 0.01% | −241−6.4% | Reduced |
| Capital Analysts, LLC | 3,463 | $174.0K | 0.01% | +19+0.6% | Added |
| Rosenberg Matthew Hamilton | 3,452 | $172.1K | 0.05% | −342−9.0% | Reduced |
| Harbour Investments, Inc. | 3,428 | $172.1K | 0.01% | −263−7.1% | Reduced |
| Washington Trust Co | 3,400 | $170.6K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,265 | $163.9K | 0.06% | +3,265 | New |
| Edmond de Rothschild Holding S.A. | 3,213 | $161.3K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,198 | $160.5K | 0.07% | +650+25.5% | Added |
| Bruce G. Allen Investments, LLC | 3,157 | $158.4K | 0.13% | +641+25.5% | Added |
| Delta Asset Management LLC | 3,092 | $155.2K | 0.01% | −9−0.3% | Reduced |
| Independence Bank of Kentucky | 2,985 | $149.8K | 0.04% | −300−9.1% | Reduced |
| Heritage Wealth Advisors | 2,935 | $147.3K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,787 | $139.9K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,758 | $138.4K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,720 | $136.5K | 0.06% | +2+0.1% | Added |
| Creative Financial Designs Inc | 2,579 | $129.4K | 0.01% | +65+2.6% | Added |
| Costello Asset Management, INC | 2,575 | $129.2K | 0.09% | −17,615−87.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,425 | $121.7K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,396 | $120.3K | 0.00% | −174,451−98.6% | Reduced |