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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 6,832 | $375.7K | 0.03% | +194+2.9% | Added |
| Procyon Private Wealth Partners, LLC | 6,833 | $375.8K | 0.03% | −1,406−17.1% | Reduced |
| Abbrea Capital, LLC | 6,830 | $376.0K | 0.05% | −685−9.1% | Reduced |
| Aspen Grove Capital, LLC | 6,954 | $382.4K | 0.09% | +175+2.6% | Added |
| Fca Corp | 7,000 | $384.9K | 0.12% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,010 | $385.5K | 0.01% | −2,291−24.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 7,032 | $386.7K | 0.04% | +496+7.6% | Added |
| Parsons Capital Management Inc | 7,064 | $388.4K | 0.03% | −1,305−15.6% | Reduced |
| New Wave Wealth Advisors LLC | 7,081 | $389.4K | 0.21% | +7,081 | New |
| Independent Advisor Alliance | 7,128 | $392.0K | 0.01% | +499+7.5% | Added |
| Mesirow Financial Investment Management, Inc. | 7,127 | $392.1K | 0.01% | −768−9.7% | Reduced |
| GAMMA Investing LLC | 7,166 | $394.1K | 0.05% | −672−8.6% | Reduced |
| Claro Advisors LLC | 7,175 | $394.6K | 0.06% | +570+8.6% | Added |
| Sterling Investment Advisors, Ltd. | 7,176 | $394.6K | 0.11% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 7,209 | $396.0K | 0.03% | +7,209 | New |
| Carnegie Capital Asset Management, LLC | 7,239 | $398.1K | 0.01% | −29−0.4% | Reduced |
| Freestone Capital Holdings, LLC | 7,249 | $398.6K | 0.01% | +1,247+20.8% | Added |
| Brighton Jones LLC | 7,275 | $400.0K | 0.01% | −1,215−14.3% | Reduced |
| Graypoint LLC | 7,292 | $401.0K | 0.03% | +250+3.6% | Added |
| Breakwater Capital Group | 7,383 | $406.0K | 0.09% | +318+4.5% | Added |
| Cullen/Frost Bankers, Inc. | 7,455 | $409.9K | 0.01% | +691+10.2% | Added |
| First Horizon Advisors, Inc. | 7,456 | $410.0K | 0.01% | +3,942+112.2% | Added |
| King Luther Capital Management Corp | 7,461 | $410.3K | 0.00% | +222+3.1% | Added |
| Cordatus Wealth Management LLC | 7,484 | $412.0K | 0.15% | +7,484 | New |
| FRG Family Wealth Advisors LLC | 6,725 | $412.4K | 0.08% | 00.0% | Unchanged |
| Searle & Co. | 7,500 | $412.4K | 0.10% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 8,393 | $414.6K | 0.33% | +793+10.4% | Added |
| Sound View Wealth Advisors Group, LLC | 7,563 | $415.9K | 0.04% | −522−6.5% | Reduced |
| Gallacher Capital Management LLC | 7,575 | $416.6K | 0.22% | +182+2.5% | Added |
| BSW Wealth Partners | 7,578 | $416.7K | 0.07% | +71+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 7,627 | $419.4K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 7,648 | $420.6K | 0.03% | −33−0.4% | Reduced |
| Bollard Group LLC | 7,706 | $424.0K | 0.01% | +5,421+237.2% | Added |
| Principal Street Partners, LLC | 7,744 | $425.8K | 0.08% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 7,744 | $425.8K | 0.01% | −110−1.4% | Reduced |
| Rbo & Co LLC | 7,769 | $427.2K | 0.08% | −1,625−17.3% | Reduced |
| Bessemer Group Inc | 7,827 | $430.0K | 0.00% | −126−1.6% | Reduced |
| Jacobi Capital Management LLC | 7,848 | $431.5K | 0.04% | +170+2.2% | Added |
| Tranquilli Financial Advisor LLC | 7,940 | $434.3K | 0.29% | −43−0.5% | Reduced |
| FourThought Financial Partners, LLC | 7,927 | $435.9K | 0.06% | +452+6.0% | Added |
| Sivia Capital Partners, LLC | 7,949 | $437.1K | 0.29% | −141−1.7% | Reduced |
| Intellectus Partners, LLC | 7,991 | $439.4K | 0.12% | −3,537−30.7% | Reduced |
| Aprio Wealth Management, LLC | 8,004 | $440.1K | 0.08% | +8,004 | New |
| Allen Investment Management LLC | 8,005 | $440.2K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 8,077 | $444.1K | 0.15% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 8,087 | $444.7K | 0.22% | +603+8.1% | Added |
| Geneos Wealth Management Inc. | 8,096 | $445.2K | 0.02% | +1,600+24.6% | Added |
| Fox Run Management, L.L.C. | 8,163 | $448.9K | 0.08% | +8,163 | New |
| Buckingham Strategic Wealth, LLC | 8,233 | $452.8K | 0.00% | −324−3.8% | Reduced |
| Hunter Associates Investment Management LLC | 8,250 | $453.0K | 0.08% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 8,259 | $454.2K | 0.01% | +8,259 | New |
| Byrne Asset Management LLC | – | $459.4K | 0.33% | – | – |
| Value Partners Investments Inc. | 8,369 | $460.1K | 0.04% | +1,310+18.6% | Added |
| Twelve Points Wealth Management LLC | 8,411 | $462.5K | 0.16% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8,420 | $463.0K | 0.01% | +2,189+35.1% | Added |
| Chicago Capital, LLC | 8,434 | $463.8K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 8,469 | $465.7K | 0.04% | −1,974−18.9% | Reduced |
| Centaurus Financial, Inc. | 8,538 | $469.0K | 0.03% | +2,194+34.6% | Added |
| Douglass Winthrop Advisors, LLC | 8,554 | $470.4K | 0.01% | −3,091−26.5% | Reduced |
| Woodmont Investment Counsel LLC | 8,598 | $472.8K | 0.04% | +1,737+25.3% | Added |
| First County Bank | 8,615 | $473.7K | 0.24% | −9,297−51.9% | Reduced |
| Stratos Wealth Partners, LTD. | 8,625 | $474.3K | 0.01% | −11,179−56.4% | Reduced |
| Country Club Bank | 8,580 | $474.9K | 0.03% | −252−2.9% | Reduced |
| PDS Planning, Inc | 8,681 | $477.4K | 0.05% | +379+4.6% | Added |
| Spinnaker Trust | 8,735 | $480.3K | 0.03% | −151−1.7% | Reduced |
| Lido Advisors, LLC | 8,764 | $481.9K | 0.00% | +421+5.0% | Added |
| Williams Jones Wealth Management, LLC. | 8,769 | $482.2K | 0.01% | −700−7.4% | Reduced |
| Applied Finance Capital Management, LLC | 8,770 | $482.3K | 0.02% | +2,755+45.8% | Added |
| RS Crum Inc. | 8,871 | $487.8K | 0.13% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 8,878 | $488.2K | 0.20% | −120−1.3% | Reduced |
| Savant Capital, LLC | 8,888 | $488.7K | 0.00% | +590+7.1% | Added |
| Sage Rhino Capital LLC | 8,938 | $491.5K | 0.12% | +227+2.6% | Added |
| Boston Trust Walden Corp | 8,970 | $493.3K | 0.00% | +91+1.0% | Added |
| Court Place Advisors, LLC | 8,975 | $493.5K | 0.15% | +400+4.7% | Added |
| Mission Wealth Management, LP | 9,010 | $495.5K | 0.01% | +2,374+35.8% | Added |
| Dana Investment Advisors, Inc. | 9,017 | $495.8K | 0.02% | −94−1.0% | Reduced |
| Ransom Advisory, Ltd | 9,033 | $496.7K | 0.25% | −85−0.9% | Reduced |
| Marcum Wealth, LLC | 9,100 | $500.4K | 0.05% | −493−5.1% | Reduced |
| Financial & Tax Architects, LLC | 9,113 | $501.1K | 0.13% | +1,983+27.8% | Added |
| Sky Investment Group LLC | 9,115 | $501.2K | 0.10% | −1,309−12.6% | Reduced |
| West Family Investments, Inc. | 9,116 | $501.3K | 0.15% | 00.0% | Unchanged |
| Hilltop National Bank | 9,121 | $501.6K | 0.16% | −52−0.6% | Reduced |
| WCM Investment Management, LLC | 9,079 | $502.5K | 0.00% | +3,910+75.6% | Added |
| Kingsview Wealth Management, LLC | 9,139 | $502.5K | 0.01% | −1,405−13.3% | Reduced |
| Wedbush Securities Inc | 9,208 | $506.0K | 0.02% | +2,665+40.7% | Added |
| Private Trust Co NA | 9,249 | $508.6K | 0.05% | −76−0.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 9,261 | $509.3K | 0.27% | +47+0.5% | Added |
| Baker Tilly Wealth Management, LLC | 9,283 | $510.5K | 0.21% | −26,305−73.9% | Reduced |
| Icon Wealth Advisors, LLC | 8,321 | $510.9K | 0.05% | +1,047+14.4% | Added |
| Powers Advisory Group, LLC | 9,388 | $516.2K | 0.28% | −295−3.0% | Reduced |
| Roman Butler Fullerton & Co | 9,140 | $516.8K | 0.17% | −85−0.9% | Reduced |
| Phillips Wealth Planners LLC | 9,169 | $518.4K | 0.55% | −1,215−11.7% | Reduced |
| Moloney Securities Asset Management, LLC | 9,438 | $519.0K | 0.08% | −538−5.4% | Reduced |
| Wealth Alliance | 9,486 | $521.6K | 0.07% | −1,704−15.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,493 | $522.0K | 0.03% | +209+2.3% | Added |
| Fulton Bank, N.A. | 9,498 | $522.3K | 0.02% | −16,804−63.9% | Reduced |
| Daymark Wealth Partners, LLC | 9,525 | $523.8K | 0.02% | +1,191+14.3% | Added |
| Chemistry Wealth Management LLC | 9,546 | $524.9K | 0.14% | +5+0.1% | Added |
| WSFS Capital Management, LLC | 9,567 | $526.1K | 0.03% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 9,600 | $527.0K | 0.00% | 00.0% | Unchanged |