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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 2,950 | $162.2K | 0.01% | +192+7.0% | Added |
| Delta Asset Management LLC | 2,990 | $164.4K | 0.01% | −102−3.3% | Reduced |
| Heck Capital Advisors, LLC | 3,000 | $165.0K | 0.02% | +1,500+100.0% | Added |
| Nordwand Advisors, LLC | 3,004 | $165.2K | 0.07% | +2,908+3,029.2% | Added |
| Harbour Investments, Inc. | 3,034 | $166.8K | 0.01% | −394−11.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,086 | $169.7K | 0.06% | +661+27.3% | Added |
| GeoWealth Management, LLC | 3,178 | $174.8K | 0.01% | +1,741+121.2% | Added |
| Tyler-Stone Wealth Management | 3,198 | $175.9K | 0.07% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,213 | $176.7K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 3,333 | $183.3K | 0.04% | +3,333 | New |
| Washington Trust Co | 3,388 | $186.3K | 0.01% | −12−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 3,535 | $194.4K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 3,550 | $195.2K | 0.08% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,626 | $199.4K | 0.10% | +7+0.2% | Added |
| Equitable Holdings, Inc. | 3,644 | $200.4K | 0.00% | −2,902−44.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,653 | $200.9K | 0.01% | +3,653 | New |
| 9258 Wealth Management, LLC | 3,655 | $201.0K | 0.03% | +3,655 | New |
| Integrated Advisors Network LLC | 3,667 | $201.7K | 0.01% | +3,667 | New |
| Wintrust Investments LLC | 3,678 | $202.0K | 0.02% | +3,678 | New |
| Kovack Advisors, Inc. | 3,697 | $203.3K | 0.02% | +3,697 | New |
| Gryphon Financial Partners LLC | 3,699 | $203.4K | 0.03% | +3,699 | New |
| Pine Valley Investments Ltd Liability Co | 3,701 | $203.5K | 0.02% | +3,701 | New |
| Trust Point Inc. | 3,711 | $204.1K | 0.02% | −669−15.3% | Reduced |
| Capital Analysts, LLC | 3,727 | $205.0K | 0.01% | +264+7.6% | Added |
| Azimuth Capital Investment Management LLC | 3,735 | $205.4K | 0.01% | +3,735 | New |
| Pinnacle Financial Partners Inc | 3,742 | $205.8K | 0.00% | +3,742 | New |
| Cornerstone Wealth Management, LLC | 3,749 | $206.2K | 0.02% | +3,749 | New |
| Alan B. Lancz & Associates, Inc. | 3,750 | $206.2K | 0.20% | +3,750 | New |
| Riverview Trust Co | 3,849 | $211.7K | 0.20% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,859 | $212.2K | 0.02% | +3,859 | New |
| Archford Capital Strategies, LLC | 3,867 | $212.7K | 0.03% | +3,867 | New |
| S.A. Mason LLC | 3,883 | $213.5K | 0.12% | −300−7.2% | Reduced |
| Boston Family Office LLC | 3,898 | $214.0K | 0.02% | −192−4.7% | Reduced |
| Wealthstream Advisors, Inc. | 3,904 | $214.7K | 0.08% | +3,904 | New |
| Financial Advocates Investment Management | 3,922 | $215.7K | 0.01% | +3,922 | New |
| Hemenway Trust Co LLC | 3,953 | $217.4K | 0.02% | −989−20.0% | Reduced |
| Spears Abacus Advisors LLC | 3,987 | $219.2K | 0.00% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 4,002 | $220.1K | 0.05% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 4,008 | $220.4K | 0.11% | −822−17.0% | Reduced |
| Boston Mountain Money Management Inc | 4,029 | $221.5K | 0.15% | −640−13.7% | Reduced |
| Carret Asset Management, LLC | 4,044 | $222.4K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 4,073 | $224.0K | 0.01% | +8+0.2% | Added |
| Toronto Dominion Bank | 4,076 | $224.1K | 0.00% | +61+1.5% | Added |
| Sepio Capital, LP | 4,096 | $225.0K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 3,709 | $225.5K | 0.02% | +3,709 | New |
| Adviser Investments LLC | 4,149 | $228.2K | 0.00% | +149+3.7% | Added |
| Broadwater Capital Management LLC | 4,150 | $228.2K | 0.18% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 4,150 | $228.2K | 0.02% | +50+1.2% | Added |
| Symphony Financial, Ltd. Co. | 4,128 | $228.5K | 0.04% | −767−15.7% | Reduced |
| Arkadios Wealth Advisors | 4,156 | $228.6K | 0.02% | +4,156 | New |
| FinTrust Capital Advisors, LLC | 4,159 | $228.7K | 0.04% | +185+4.7% | Added |
| Mayflower Financial Advisors, LLC | 4,193 | $230.6K | 0.04% | +167+4.1% | Added |
| Newman Dignan & Sheerar, Inc. | 4,200 | $231.0K | 0.06% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 4,218 | $231.9K | 0.11% | −16−0.4% | Reduced |
| Somerville Kurt F | 4,242 | $233.3K | 0.04% | −3,000−41.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,285 | $235.6K | 0.01% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,292 | $236.0K | 0.01% | +84+2.0% | Added |
| Grove Bank & Trust | 4,293 | $236.1K | 0.04% | −139−3.1% | Reduced |
| USA Financial Portformulas Corp | 4,295 | $236.2K | 0.04% | −443−9.3% | Reduced |
| Brandes Investment Partners, LP | 4,296 | $237.1K | 0.00% | −403,223−98.9% | Reduced |
| Blue Barn Wealth, LLC | 4,339 | $238.6K | 0.13% | +4,339 | New |
| Good Life Advisors, LLC | 4,340 | $238.7K | 0.02% | +290+7.2% | Added |
| Washington Trust Advisors, Inc. | 4,341 | $238.7K | 0.02% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 4,350 | $239.0K | 0.04% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 4,355 | $239.5K | 0.04% | 00.0% | Unchanged |
| Five Oceans Advisors | 4,378 | $240.7K | 0.13% | −6,137−58.4% | Reduced |
| DMG Group, LLC | 4,386 | $241.2K | 0.21% | −8,673−66.4% | Reduced |
| Wedmont Private Capital | 4,188 | $241.3K | 0.02% | −77−1.8% | Reduced |
| Kuhn & Co Investment Counsel | 4,388 | $241.3K | 0.22% | 00.0% | Unchanged |
| Essex Savings Bank | 4,392 | $241.5K | 0.07% | +23+0.5% | Added |
| Alhambra Investment Partners LLC | 4,400 | $242.0K | 0.13% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,414 | $242.7K | 0.01% | −4,238−49.0% | Reduced |
| Loomis Sayles & Co L P | 4,413 | $243.0K | 0.00% | −9−0.2% | Reduced |
| Cromwell Holdings LLC | 4,445 | $244.4K | 0.15% | +4,445 | New |
| Hyman Charles D | 4,465 | $246.0K | 0.01% | 00.0% | Unchanged |
| Seven Mile Advisory | 4,481 | $246.4K | 0.18% | +4,481 | New |
| Balanced Rock Investment Advisor | 4,489 | $246.8K | 0.21% | −203−4.3% | Reduced |
| Keeley-Teton Advisors, LLC | 4,500 | $247.5K | 0.03% | 00.0% | Unchanged |
| Embree Financial Group | 4,509 | $248.0K | 0.05% | −383−7.8% | Reduced |
| Gladstone Institutional Advisory LLC | 4,510 | $248.0K | 0.01% | +264+6.2% | Added |
| Tradition Wealth Management, LLC | 4,518 | $248.4K | 0.02% | −88−1.9% | Reduced |
| Marino, Stram & Associates LLC | 4,519 | $248.5K | 0.06% | +20.0% | Added |
| Lafayette Investments, Inc. | 4,520 | $248.6K | 0.06% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,524 | $248.8K | 0.08% | +31+0.7% | Added |
| Aurora Private Wealth, Inc. | 4,522 | $249.0K | 0.22% | +53+1.2% | Added |
| Regal Investment Advisors LLC | 4,544 | $249.9K | 0.02% | −104−2.2% | Reduced |
| M. Kulyk & Associates, LLC | 4,574 | $251.5K | 0.06% | −2,154−32.0% | Reduced |
| EverSource Wealth Advisors, LLC | 4,103 | $251.9K | 0.02% | +90+2.2% | Added |
| Seeds Investor LLC | 4,608 | $253.4K | 0.13% | +4,608 | New |
| Schnieders Capital Management LLC | 4,612 | $253.6K | 0.05% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 4,616 | $253.8K | 0.01% | −686−12.9% | Reduced |
| Buckingham Strategic Partners | 4,623 | $254.3K | 0.01% | −3,376−42.2% | Reduced |
| Delta Financial Advisors LLC | 4,637 | $255.0K | 0.10% | +4+0.1% | Added |
| Park Place Capital Corp | 4,640 | $255.1K | 0.08% | −3,119−40.2% | Reduced |
| Human Investing LLC | 4,686 | $257.7K | 0.05% | −115−2.4% | Reduced |
| Financial Network Wealth Advisors LLC | 4,720 | $259.6K | 0.19% | −91−1.9% | Reduced |
| Chicago Trust Co NA | 4,760 | $261.8K | 0.05% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,770 | $262.3K | 0.02% | −2,455−34.0% | Reduced |
| Causeway Capital Management LLC | 4,776 | $262.6K | 0.01% | −2,241−31.9% | Reduced |
| Canandaigua National Bank & Trust Co | 4,814 | $264.7K | 0.03% | −2,642−35.4% | Reduced |