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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 4,815 | $264.8K | 0.01% | +380+8.6% | Added |
| Fiduciary Financial Group, LLC | 4,674 | $268.0K | 0.06% | +4,674 | New |
| Marble Harbor Investment Counsel, LLC | 4,900 | $269.5K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,900 | $269.5K | 0.19% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,912 | $270.1K | 0.02% | +313+6.8% | Added |
| Augustine Asset Management Inc | 4,917 | $270.4K | 0.10% | +57+1.2% | Added |
| Penobscot Investment Management Company, Inc. | 4,926 | $270.9K | 0.03% | +150+3.1% | Added |
| Absher Wealth Management, LLC | 4,954 | $272.4K | 0.04% | −179−3.5% | Reduced |
| SPC Financial, Inc. | 4,975 | $273.6K | 0.03% | 00.0% | Unchanged |
| Verity & Verity, LLC | 5,000 | $274.9K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,012 | $275.6K | 0.09% | −3,600−41.8% | Reduced |
| AdvisorNet Financial, Inc | 5,033 | $276.8K | 0.03% | +417+9.0% | Added |
| Hancock Whitney Corp | 5,055 | $278.0K | 0.01% | +606+13.6% | Added |
| Wambolt & Associates, LLC | 5,099 | $278.9K | 0.08% | −982−16.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,076 | $279.1K | 0.03% | +276+5.8% | Added |
| Steinberg Asset Management LLC | 5,100 | $280.4K | 0.22% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,125 | $281.8K | 0.12% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 5,123 | $282.0K | 0.02% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,132 | $282.2K | 0.07% | +5,132 | New |
| Cable Hill Partners, LLC | 5,137 | $282.5K | 0.03% | +5,137 | New |
| Northwest Capital Management Inc | 5,146 | $283.0K | 0.10% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 5,155 | $283.5K | 0.10% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5,155 | $284.0K | 0.03% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 5,170 | $284.3K | 0.01% | +5,170 | New |
| Empower Advisory Group, LLC | 5,178 | $284.7K | 0.00% | −2,610−33.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,212 | $286.6K | 0.02% | +200+4.0% | Added |
| Fulcrum Capital LLC | 5,220 | $287.0K | 0.07% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 5,254 | $288.9K | 0.12% | +90+1.7% | Added |
| Fiduciary Group LLC | 5,257 | $289.1K | 0.03% | −638−10.8% | Reduced |
| Wallace Advisory Group, LLC | 5,274 | $290.0K | 0.21% | +5,274 | New |
| Traphagen Investment Advisors LLC | 5,306 | $291.8K | 0.03% | +8+0.2% | Added |
| Keudell/Morrison Wealth Management | 5,337 | $293.5K | 0.09% | −1,719−24.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,373 | $295.5K | 0.03% | +81+1.5% | Added |
| Hummer Financial Advisory Services Inc | 5,394 | $296.6K | 0.26% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 5,423 | $298.2K | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 5,430 | $298.6K | 0.02% | +24+0.4% | Added |
| Silverlake Wealth Management LLC | 5,440 | $299.2K | 0.12% | +5,440 | New |
| Boston Financial Mangement LLC | 5,451 | $299.8K | 0.01% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 5,455 | $300.0K | 0.09% | −1,080−16.5% | Reduced |
| Farmers & Merchants Investments Inc | 5,461 | $300.3K | 0.01% | −705−11.4% | Reduced |
| Fielder Capital Group LLC | 5,521 | $303.6K | 0.12% | +5,521 | New |
| Hexagon Capital Partners LLC | 5,523 | $303.7K | 0.07% | +403+7.9% | Added |
| Empire Financial Management Company, LLC | 5,546 | $305.0K | 0.10% | +1,000+22.0% | Added |
| Diversified Trust Co | 5,564 | $306.0K | 0.01% | −190−3.3% | Reduced |
| Atlas Brown,Inc. | 5,646 | $310.5K | 0.11% | +8+0.1% | Added |
| TCG Advisory Services, LLC | 5,647 | $310.5K | 0.01% | +330+6.2% | Added |
| Argonautica Private Wealth Management, Inc | 5,651 | $310.7K | 0.11% | +9+0.2% | Added |
| Optas, LLC | 5,701 | $313.5K | 0.08% | +312+5.8% | Added |
| Mill Creek Capital Advisors, LLC | 5,730 | $315.1K | 0.01% | +143+2.6% | Added |
| SeaCrest Wealth Management, LLC | 5,739 | $315.6K | 0.04% | +120+2.1% | Added |
| Foundations Investment Advisors, LLC | 5,750 | $316.2K | 0.01% | −45−0.8% | Reduced |
| Atlantic Union Bankshares Corp | 5,754 | $316.4K | 0.02% | −865−13.1% | Reduced |
| Eagle Bay Advisors LLC | 5,764 | $317.0K | 0.19% | +34+0.6% | Added |
| Drive Wealth Management, LLC | 5,767 | $317.1K | 0.09% | −246−4.1% | Reduced |
| V-Square Quantitative Management LLC | 5,772 | $317.9K | 0.05% | +198+3.6% | Added |
| Avantax Planning Partners, Inc. | 5,813 | $319.7K | 0.01% | −845−12.7% | Reduced |
| Forum Financial Management, LP | 5,820 | $320.1K | 0.01% | +50+0.9% | Added |
| Octavia Wealth Advisors, LLC | 5,829 | $320.5K | 0.04% | +1,767+43.5% | Added |
| IFG Advisory, LLC | 5,847 | $321.6K | 0.02% | +5,847 | New |
| Platform Technology Partners | 5,860 | $322.2K | 0.11% | +5,860 | New |
| CVA Family Office, LLC | 5,921 | $325.6K | 0.06% | −28−0.5% | Reduced |
| Intrua Financial, LLC | 5,931 | $326.1K | 0.05% | −3,394−36.4% | Reduced |
| Roberts Glore & Co Inc | 5,941 | $326.7K | 0.10% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,945 | $326.9K | 0.03% | +752+14.5% | Added |
| Aptus Capital Advisors, LLC | 5,950 | $327.2K | 0.01% | +227+4.0% | Added |
| Probity Advisors, Inc. | 5,973 | $328.5K | 0.07% | 00.0% | Unchanged |
| Phocas Financial Corp. | 6,000 | $329.9K | 0.05% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,000 | $329.9K | 0.02% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 6,016 | $330.8K | 0.29% | +6,016 | New |
| White Knight Strategic Wealth Advisors, LLC | 6,080 | $334.3K | 0.33% | −50−0.8% | Reduced |
| Inscription Capital, LLC | 6,080 | $334.4K | 0.05% | +7+0.1% | Added |
| Mitchell Sinkler & Starr | 5,849 | $339.5K | 0.09% | +1,735+42.2% | Added |
| Coastal Investment Advisors, Inc. | 6,186 | $340.2K | 0.07% | −2,523−29.0% | Reduced |
| Cetera Trust Company, N.A | 6,195 | $340.7K | 0.21% | 00.0% | Unchanged |
| Addison Advisors LLC | 6,204 | $341.2K | 0.11% | +463+8.1% | Added |
| Crescent Grove Advisors, LLC | 6,215 | $341.8K | 0.04% | −567−8.4% | Reduced |
| Schrum Private Wealth Management LLC | 6,223 | $342.2K | 0.31% | +62+1.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,263 | $344.4K | 0.01% | +6,263 | New |
| Mane Global Capital Management LP | 6,314 | $347.2K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,318 | $347.4K | 0.09% | −99−1.5% | Reduced |
| Caldwell Trust Co | 6,330 | $348.1K | 0.04% | −470−6.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 6,358 | $349.6K | 0.30% | +100+1.6% | Added |
| Lincoln Capital LLC | 6,434 | $353.8K | 0.08% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 6,463 | $355.4K | 0.08% | −795−11.0% | Reduced |
| Bedel Financial Consulting, Inc. | 6,490 | $356.9K | 0.05% | 00.0% | Unchanged |
| Port Capital LLC | 6,500 | $357.0K | 0.02% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 6,500 | $357.4K | 0.26% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,522 | $358.7K | 0.03% | +53+0.8% | Added |
| Lindbrook Capital, LLC | 6,538 | $359.5K | 0.03% | +139+2.2% | Added |
| Nilsine Partners, LLC | 6,558 | $360.6K | 0.05% | +1,027+18.6% | Added |
| Smithfield Trust Co | 6,619 | $363.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,606 | $363.0K | 0.19% | +380+6.1% | Added |
| Ti-Trust, Inc | 6,625 | $364.3K | 0.28% | 00.0% | Unchanged |
| Callan Capital, LLC | 6,640 | $365.1K | 0.03% | +1,215+22.4% | Added |
| Parkside Financial Bank & Trust | 6,647 | $365.5K | 0.06% | −154−2.3% | Reduced |
| O'Brien Greene & Co. Inc | 6,653 | $365.8K | 0.12% | +174+2.7% | Added |
| Sapient Capital LLC | 6,668 | $366.7K | 0.01% | −5,350−44.5% | Reduced |
| Cornerstone Wealth Group, LLC | 6,722 | $369.6K | 0.03% | 00.0% | Unchanged |
| Aries Wealth Management | 6,729 | $370.0K | 0.12% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,752 | $371.3K | 0.03% | −1,677−19.9% | Reduced |