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 |
|---|---|---|---|---|---|
| Riverwater Partners LLC | 9,621 | $529.1K | 0.39% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 9,670 | $531.8K | 0.23% | +3,725+62.7% | Added |
| Mather Group, LLC. | 10,680 | $536.0K | 0.01% | +1,127+11.8% | Added |
| Ieq Capital, LLC | 9,784 | $538.0K | 0.01% | +1,697+21.0% | Added |
| Ronald Blue Trust, Inc. | 10,754 | $539.7K | 0.01% | +3,475+47.7% | Added |
| Red Door Wealth Management, LLC | 9,873 | $542.9K | 0.10% | +9+0.1% | Added |
| Ignite Planners, LLC | 9,787 | $543.1K | 0.13% | +405+4.3% | Added |
| Fort Washington Investment Advisors Inc | 9,935 | $546.3K | 0.00% | −95,465−90.6% | Reduced |
| Perigon Wealth Management, LLC | 9,936 | $546.4K | 0.02% | −571−5.4% | Reduced |
| Evergreen Capital Management LLC | 10,099 | $555.3K | 0.02% | −2,594−20.4% | Reduced |
| Tiaa Trust, National Association | 10,144 | $557.8K | 0.00% | −464−4.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 10,175 | $559.5K | 0.22% | 00.0% | Unchanged |
| Colonial Trust Co | 10,195 | $560.6K | 0.10% | −1,198−10.5% | Reduced |
| Cozad Asset Management Inc | 10,210 | $561.4K | 0.06% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 10,232 | $562.7K | 0.07% | +73+0.7% | Added |
| Ausdal Financial Partners, Inc. | 10,246 | $563.4K | 0.06% | +45+0.4% | Added |
| Glenview Trust Co | 10,260 | $564.2K | 0.01% | −1,210−10.5% | Reduced |
| Range Financial Group LLC | 10,282 | $565.4K | 0.29% | −127−1.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 10,306 | $566.7K | 0.21% | −121−1.2% | Reduced |
| Strategic Global Advisors, LLC | 5,511 | $568.7K | 0.12% | −5,306−49.1% | Reduced |
| Nuveen Asset Management, LLC | 10,357 | $569.5K | 0.00% | −2,781−21.2% | Reduced |
| Physicians Financial Services, Inc. | 10,623 | $584.0K | 0.19% | +60+0.6% | Added |
| Old North State Trust, LLC | 10,654 | $586.0K | 0.51% | 00.0% | Unchanged |
| Keystone Financial Services | 10,696 | $588.2K | 0.24% | +857+8.7% | Added |
| Smart Money Group LLC | 9,637 | $591.7K | 0.21% | +1,172+13.8% | Added |
| AQR Capital Management LLC | 10,796 | $593.7K | 0.00% | +10,796 | New |
| Twin City Private Wealth, LLC | 10,818 | $594.9K | 0.56% | +345+3.3% | Added |
| Leavell Investment Management, Inc. | 10,897 | $599.0K | 0.03% | +132+1.2% | Added |
| Rathbone Brothers plc | 10,918 | $599.8K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,915 | $600.2K | 0.04% | +343+3.2% | Added |
| Level Four Advisory Services, LLC | 10,976 | $603.7K | 0.03% | +3,665+50.1% | Added |
| J.W. Cole Advisors, Inc. | 10,990 | $604.4K | 0.03% | +10,990 | New |
| Quotient Wealth Partners, LLC | 11,048 | $607.5K | 0.02% | −26,564−70.6% | Reduced |
| Ameritas Advisory Services, LLC | 11,093 | $610.0K | 0.02% | −691−5.9% | Reduced |
| Manchester Capital Management LLC | 11,142 | $612.7K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 11,198 | $615.8K | 0.02% | +382+3.5% | Added |
| Diversify Advisory Services, LLC | 11,086 | $615.8K | 0.03% | −6,234−36.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,219 | $616.9K | 0.01% | +1,549+16.0% | Added |
| Shelton Capital Management | 11,220 | $617.0K | 0.02% | −665−5.6% | Reduced |
| Jones Financial Companies LLLP | 11,230 | $617.5K | 0.00% | +10,507+1,453.3% | Added |
| LGL Partners, LLC | 11,296 | $621.2K | 0.09% | −1,636−12.7% | Reduced |
| Sandy Cove Advisors, LLC | 11,320 | $622.5K | 0.28% | +600+5.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 11,444 | $629.3K | 0.24% | +11,444 | New |
| Navellier & Associates Inc | 11,492 | $631.9K | 0.07% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 11,520 | $633.5K | 0.30% | −1,091−8.7% | Reduced |
| PAX Financial Group, LLC | 11,591 | $637.4K | 0.12% | +253+2.2% | Added |
| Stock Yards Bank & Trust Co | 11,609 | $638.4K | 0.02% | −883−7.1% | Reduced |
| Tritonpoint Wealth, LLC | 11,669 | $641.7K | 0.06% | −3,161−21.3% | Reduced |
| Allworth Financial LP | 11,124 | $645.5K | 0.00% | +1,090+10.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,825 | $650.0K | 0.01% | −3,483−22.8% | Reduced |
| NBC Securities, Inc. | 11,865 | $652.0K | 0.06% | −6,837−36.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 11,956 | $657.5K | 0.30% | +3,909+48.6% | Added |
| Phraction Management LLC | 12,280 | $675.3K | 0.25% | +12,280 | New |
| Legacy Capital Wealth Partners, LLC | 12,444 | $684.3K | 0.17% | +12,444 | New |
| Beverly Hills Private Wealth, LLC | 12,550 | $690.1K | 0.15% | −1,634−11.5% | Reduced |
| Lake Street Advisors Group, LLC | 12,575 | $691.5K | 0.03% | −241−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 12,666 | $696.5K | 0.01% | −1,376−9.8% | Reduced |
| North Star Investment Management Corp. | 12,744 | $700.8K | 0.05% | 00.0% | Unchanged |
| FLC Capital Advisors | 12,762 | $701.8K | 0.17% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 12,825 | $705.2K | 0.07% | +1,187+10.2% | Added |
| Fifth Third Bancorp | 12,920 | $710.5K | 0.00% | −4,311−25.0% | Reduced |
| Boit C F David | 13,000 | $714.9K | 0.37% | +13,000 | New |
| Modern Wealth Management, LLC | 13,110 | $720.9K | 0.05% | +1,945+17.4% | Added |
| Frank, Rimerman Advisors LLC | 13,201 | $725.9K | 0.05% | +12,850+3,661.0% | Added |
| EP Wealth Advisors, LLC | 13,221 | $727.0K | 0.01% | −38−0.3% | Reduced |
| Fayez Sarofim & Co | 13,237 | $727.9K | 0.00% | −723−5.2% | Reduced |
| Flputnam Investment Management Co | 13,241 | $728.1K | 0.01% | +364+2.8% | Added |
| Vontobel Holding Ltd. | 13,256 | $728.9K | 0.00% | +4,646+54.0% | Added |
| Vestmark Advisory Solutions, Inc. | 13,373 | $735.4K | 0.03% | +908+7.3% | Added |
| Garner Asset Management Corp | 13,390 | $736.0K | 0.36% | −230−1.7% | Reduced |
| Brown Brothers Harriman & Co | 13,387 | $736.2K | 0.01% | −4,976−27.1% | Reduced |
| Aaron Wealth Advisors | 13,476 | $741.0K | 0.10% | +361+2.8% | Added |
| Thrivent Financial for Lutherans | 13,538 | $744.0K | 0.00% | +536+4.1% | Added |
| Hilltop Holdings Inc. | 13,533 | $744.2K | 0.09% | −836−5.8% | Reduced |
| BancorpSouth Bank | 13,592 | $747.4K | 0.06% | −33−0.2% | Reduced |
| BKM Wealth Management, LLC | 13,667 | $751.6K | 0.36% | −38−0.3% | Reduced |
| HB Wealth Management, LLC | 13,760 | $756.7K | 0.01% | +58+0.4% | Added |
| Gamco Investors, Inc. Et Al | 13,771 | $757.3K | 0.01% | −169−1.2% | Reduced |
| Excalibur Management Corp | 13,801 | $758.9K | 0.31% | +239+1.8% | Added |
| Mengis Capital Management, Inc. | 13,862 | $762.3K | 0.15% | −132−0.9% | Reduced |
| BCGM Wealth Management, LLC | 13,872 | $762.8K | 0.26% | −942−6.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,930 | $766.0K | 0.01% | −8,165−37.0% | Reduced |
| Global Retirement Partners, LLC | 13,962 | $767.8K | 0.02% | +1,748+14.3% | Added |
| Transcend Wealth Collective, LLC | 14,040 | $772.0K | 0.06% | +5,208+59.0% | Added |
| Liberty One Investment Management, LLC | 14,080 | $774.0K | 0.09% | −954−6.3% | Reduced |
| Legacy Capital Group California, Inc. | 14,087 | $774.6K | 0.28% | +2,504+21.6% | Added |
| Dearborn Partners LLC | 14,108 | $775.8K | 0.03% | +731+5.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,123 | $776.6K | 0.11% | +1,220+9.5% | Added |
| Joel Isaacson & Co., LLC | 14,134 | $777.2K | 0.04% | +540+4.0% | Added |
| Raelipskie Partnership | 14,257 | $784.0K | 0.42% | +880+6.6% | Added |
| Raab & Moskowitz Asset Management LLC | 14,348 | $789.0K | 0.21% | −854−5.6% | Reduced |
| Welch & Forbes LLC | 14,266 | $792.3K | 0.01% | −1,584−10.0% | Reduced |
| Roundview Capital LLC | 14,421 | $793.0K | 0.06% | −1,266−8.1% | Reduced |
| Aberdeen Wealth Management LLC | 14,426 | $793.3K | 0.54% | −500−3.3% | Reduced |
| Marks Group Wealth Management, Inc | 14,493 | $797.0K | 0.08% | +10,186+236.5% | Added |
| River Street Advisors LLC | 14,494 | $797.0K | 0.49% | −88−0.6% | Reduced |
| Berkeley Capital Partners, LLC | 14,544 | $799.8K | 0.24% | −97−0.7% | Reduced |
| Unique Wealth Strategies, LLC | 16,116 | $808.9K | 0.38% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 14,723 | $809.6K | 0.04% | +2,202+17.6% | Added |
| Drucker Wealth 3.0, LLC | 14,797 | $813.7K | 0.22% | +14,797 | New |