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, Q2 2024
Institutional positions in Unilever PLC as of Jun 30, 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
- 1,111
- +29 vs. Q1 2024
- Shares held
- 229.9M
- −18.0M (−7.3%) vs. Q1 2024
- Total value
- $12.7B
- +$222.8M (+1.8%) vs. Q1 2024
- New holders
- 103
- 373 more added
- Sold out
- 74
- 449 more reduced
11 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 77,888 | $4.28M | 0.00% | −2,590−3.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 78,243 | $4.30M | 0.24% | −39,343−33.5% | Reduced |
| Regions Financial Corp | 78,635 | $4.32M | 0.03% | +2,913+3.8% | Added |
| Capital Investment Counsel, LLC | 78,672 | $4.33M | 0.85% | +3,360+4.5% | Added |
| Balyasny Asset Management LLC | 79,071 | $4.35M | 0.01% | +49,622+168.5% | Added |
| Pinkerton Retirement Specialists, LLC | 80,039 | $4.40M | 0.68% | +5,058+6.7% | Added |
| Tevis Investment Management | 80,863 | $4.45M | 3.57% | +2,175+2.8% | Added |
| Lorne Steinberg Wealth Management Inc. | 82,370 | $4.53M | 1.46% | +400+0.5% | Added |
| Hantz Financial Services, Inc. | 90,136 | $4.96M | 0.10% | −29,028−24.4% | Reduced |
| Quantinno Capital Management LP | 93,220 | $5.13M | 0.09% | +44,332+90.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 93,243 | $5.13M | 0.02% | −4,844−4.9% | Reduced |
| Headinvest, LLC | 94,343 | $5.19M | 1.02% | −425−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 94,587 | $5.20M | 0.01% | +1,289+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 94,931 | $5.22M | 0.05% | +21,624+29.5% | Added |
| Motco | 96,449 | $5.30M | 0.31% | −1,431−1.5% | Reduced |
| Butensky & Cohen Financial Security, Inc | 97,224 | $5.35M | 1.70% | −178−0.2% | Reduced |
| Tweedy, Browne Co LLC | 97,693 | $5.37M | 0.25% | −8,309−7.8% | Reduced |
| Coston, McIsaac & Partners | 98,077 | $5.39M | 1.70% | +2,353+2.5% | Added |
| Sanctuary Advisors, LLC | 105,709 | $5.42M | 0.04% | +105,709 | New |
| Stablepoint Partners, LLC | 89,000 | $5.42M | 1.05% | −871−1.0% | Reduced |
| New England Asset Management Inc | 99,670 | $5.48M | 0.91% | +99,670 | New |
| Kavar Capital Partners Group, LLC | 101,686 | $5.59M | 1.01% | −7,105−6.5% | Reduced |
| Jacobs & Co | 101,770 | $5.60M | 0.59% | −4,509−4.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 102,374 | $5.63M | 0.08% | +2,082+2.1% | Added |
| Oak Ridge Investments LLC | 102,658 | $5.65M | 0.54% | +4,711+4.8% | Added |
| tru Independence LLC | 102,710 | $5.65M | 1.71% | −1,177−1.1% | Reduced |
| Portland Global Advisors LLC | 104,195 | $5.73M | 0.78% | −290−0.3% | Reduced |
| Hennessy Advisors Inc | 104,800 | $5.76M | 0.22% | −2,200−2.1% | Reduced |
| Guyasuta Investment Advisors Inc | 119,155 | $5.78M | 0.43% | −500−0.4% | Reduced |
| Moran Wealth Management, LLC | 106,153 | $5.84M | 0.19% | −152−0.1% | Reduced |
| Fiera Capital Corp | 106,624 | $5.86M | 0.02% | −2,014−1.9% | Reduced |
| Becker Capital Management Inc | 107,289 | $5.90M | 0.20% | −5,945−5.3% | Reduced |
| Keating Investment Counselors Inc | 107,603 | $5.92M | 1.90% | −2,005−1.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 108,779 | $5.98M | 1.16% | −530.0% | Reduced |
| Shufro Rose & Co LLC | 111,131 | $6.11M | 0.50% | −887−0.8% | Reduced |
| Bell Bank | 112,265 | $6.17M | 0.52% | +68,040+153.8% | Added |
| Live Oak Private Wealth LLC | 112,468 | $6.18M | 1.06% | −9,386−7.7% | Reduced |
| Auxier Asset Management | 112,743 | $6.20M | 0.98% | −6,800−5.7% | Reduced |
| Barry Investment Advisors, LLC | 114,043 | $6.27M | 2.11% | −1,125−1.0% | Reduced |
| Colony Group, LLC | 114,812 | $6.31M | 0.02% | +51,864+82.4% | Added |
| Charles Schwab Investment Management Inc | 119,841 | $6.59M | 0.00% | +36,404+43.6% | Added |
| US Bancorp | 119,998 | $6.60M | 0.01% | +9,382+8.5% | Added |
| Sequoia Financial Advisors, LLC | 121,051 | $6.66M | 0.08% | −15,488−11.3% | Reduced |
| Snowden Capital Advisors LLC | 121,883 | $6.70M | 0.20% | +13,866+12.8% | Added |
| Marshall Wace, LLP | 122,192 | $6.72M | 0.01% | +122,192 | New |
| Blair William & Co | 123,857 | $6.81M | 0.02% | −4,092−3.2% | Reduced |
| Silvercrest Asset Management Group LLC | 125,123 | $6.88M | 0.05% | −2,060−1.6% | Reduced |
| Oxbow Advisors, LLC | 125,648 | $6.91M | 0.81% | −550−0.4% | Reduced |
| Trexquant Investment LP | 127,262 | $7.00M | 0.11% | +127,262 | New |
| Ethic Inc. | 128,226 | $7.05M | 0.17% | +17,390+15.7% | Added |
| Windle Wealth, LLC | 128,310 | $7.06M | 4.30% | +6,809+5.6% | Added |
| Chartwell Investment Partners, LLC | 129,246 | $7.11M | 0.25% | +1,160+0.9% | Added |
| One Capital Management, LLC | 130,811 | $7.19M | 0.24% | +2,175+1.7% | Added |
| Destination Wealth Management | 135,674 | $7.46M | 0.25% | −1,479−1.1% | Reduced |
| Bryn Mawr Trust Co | 136,381 | $7.50M | 0.29% | −545−0.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 137,205 | $7.54M | 0.25% | +1,959+1.4% | Added |
| CWM, LLC | 137,214 | $7.54M | 0.04% | −11,171−7.5% | Reduced |
| Sanders Capital, LLC | 139,000 | $7.64M | 0.01% | −3,840−2.7% | Reduced |
| Russell Investments Group, Ltd. | 140,214 | $7.71M | 0.01% | −3,208−2.2% | Reduced |
| Advocate Group LLC | 141,556 | $7.78M | 1.57% | −245−0.2% | Reduced |
| JPMorgan Chase & Co | 143,114 | $7.87M | 0.00% | −1,103,019−88.5% | Reduced |
| Gabelli Funds LLC | 143,669 | $7.90M | 0.06% | −21,226−12.9% | Reduced |
| Alerus Financial NA | 144,359 | $7.94M | 0.59% | −1,107−0.8% | Reduced |
| XML Financial, LLC | 145,183 | $7.98M | 0.80% | −12,647−8.0% | Reduced |
| Prio Wealth Limited Partnership | 146,024 | $8.03M | 0.24% | +146,024 | New |
| Systematic Alpha Investments, LLC | 147,881 | $8.13M | 0.31% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 148,886 | $8.19M | 0.10% | +33,710+29.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 148,937 | $8.19M | 0.03% | −11,965−7.4% | Reduced |
| Guardian Capital LP | 149,669 | $8.23M | 0.31% | −752−0.5% | Reduced |
| NewSquare Capital LLC | 149,996 | $8.25M | 0.71% | +3,430+2.3% | Added |
| Templeton & Phillips Capital Management, LLC | 152,751 | $8.40M | 7.45% | −9,963−6.1% | Reduced |
| Beacon Pointe Advisors, LLC | 154,083 | $8.47M | 0.10% | −3,677−2.3% | Reduced |
| Martin Capital Partners, LLC | 155,576 | $8.55M | 3.46% | −3,830−2.4% | Reduced |
| Baird Financial Group, Inc. | 159,169 | $8.75M | 0.02% | −3,319−2.0% | Reduced |
| ProVise Management Group, LLC | 161,259 | $8.87M | 0.75% | +5,818+3.7% | Added |
| Pathstone Holdings, LLC | 162,051 | $8.91M | 0.04% | −13,092−7.5% | Reduced |
| Ycg, LLC | 162,668 | $8.95M | 0.73% | −127,867−44.0% | Reduced |
| Kornitzer Capital Management Inc | 162,942 | $8.96M | 0.17% | −700−0.4% | Reduced |
| Mar Vista Investment Partners LLC | 164,080 | $9.02M | 0.44% | +6,760+4.3% | Added |
| Mercer Global Advisors Inc | 164,607 | $9.05M | 0.02% | +20,643+14.3% | Added |
| Optiver Holding B.V. | 166,195 | $9.14M | 0.18% | −904,998−84.5% | Reduced |
| Cerity Partners LLC | 167,794 | $9.23M | 0.03% | +26,480+18.7% | Added |
| Clean Yield Group | 169,513 | $9.32M | 3.48% | −9,021−5.1% | Reduced |
| American Assets Investment Management, LLC | 170,000 | $9.35M | 0.87% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 171,843 | $9.45M | 0.19% | +165,697+2,696.0% | Added |
| Nicholas Company, Inc. | 173,550 | $9.54M | 0.16% | −500.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 173,635 | $9.55M | 0.39% | +2,215+1.3% | Added |
| First Personal Financial Services | 177,298 | $9.75M | 2.20% | −1,771−1.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 181,951 | $10.0M | 0.01% | +181,951 | New |
| Sound Income Strategies, LLC | 184,494 | $10.1M | 0.63% | +12,924+7.5% | Added |
| Rockland Trust Co | 184,559 | $10.1M | 0.54% | +6,512+3.7% | Added |
| Lowe Brockenbrough & Co Inc | 184,877 | $10.2M | 0.68% | +137+0.1% | Added |
| Managed Asset Portfolios, LLC | 185,180 | $10.2M | 1.51% | −7,712−4.0% | Reduced |
| Sustainable Growth Advisers, LP | 185,995 | $10.2M | 0.05% | +10,862+6.2% | Added |
| Citigroup Inc | 186,223 | $10.2M | 0.01% | −107,900−36.7% | Reduced |
| Jennison Associates LLC | 191,953 | $10.6M | 0.01% | −903−0.5% | Reduced |
| Federated Hermes, Inc. | 192,471 | $10.6M | 0.03% | −667,697−77.6% | Reduced |
| Matthew Goff Investment Advisor, LLC | 192,478 | $10.6M | 2.16% | +19,778+11.5% | Added |
| Manning & Napier Advisors LLC | 192,861 | $10.6M | 0.12% | +192,861 | New |
| Brinker Capital Investments, LLC | 197,045 | $10.8M | 0.11% | +43,908+28.7% | Added |