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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 42,819 | $2.35M | 0.04% | −3,558−7.7% | Reduced |
| Anchor Investment Management, LLC | 43,011 | $2.37M | 0.24% | +51+0.1% | Added |
| Paradigm Asset Management Co LLC | 43,300 | $2.38M | 0.66% | −7,600−14.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 43,449 | $2.39M | 0.08% | −1,438−3.2% | Reduced |
| Glenmede Trust Co NA | 43,588 | $2.40M | 0.01% | −2,079−4.6% | Reduced |
| Texas Yale Capital Corp. | 43,620 | $2.40M | 0.11% | +1,000+2.3% | Added |
| Moors & Cabot, Inc. | 43,667 | $2.40M | 0.13% | +702+1.6% | Added |
| Portside Wealth Group, LLC | 43,835 | $2.41M | 0.46% | +3,339+8.2% | Added |
| Foresight Capital Management Advisors, Inc. | 44,295 | $2.44M | 1.65% | +1,397+3.3% | Added |
| Legacy Wealth Management, LLC | 44,410 | $2.44M | 1.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 44,649 | $2.46M | 0.02% | +5,846+15.1% | Added |
| Meritage Portfolio Management | 45,511 | $2.50M | 0.16% | −1,005−2.2% | Reduced |
| Arvest Trust Co N A | 45,591 | $2.51M | 0.15% | −3,089−6.3% | Reduced |
| Johnson Investment Counsel Inc | 45,787 | $2.52M | 0.03% | −3,485−7.1% | Reduced |
| Apollon Wealth Management, LLC | 45,910 | $2.52M | 0.08% | −3,171−6.5% | Reduced |
| Pavion Blue Capital, LLC | 46,005 | $2.53M | 1.25% | +1,265+2.8% | Added |
| Callahan Advisors, LLC | 46,100 | $2.54M | 0.26% | −103−0.2% | Reduced |
| Beach Investment Counsel Inc | 46,141 | $2.54M | 0.31% | −15,253−24.8% | Reduced |
| We Are One Seven, LLC | 47,207 | $2.60M | 0.12% | −1,608−3.3% | Reduced |
| Veriti Management LLC | 47,212 | $2.60M | 0.16% | −5,533−10.5% | Reduced |
| Peapack Gladstone Financial Corp | 47,273 | $2.60M | 0.04% | −2,892−5.8% | Reduced |
| Deutsche Bank AG | 47,412 | $2.61M | 0.00% | −861−1.8% | Reduced |
| SevenBridge Financial Group, LLC | 42,663 | $2.62M | 0.58% | −325−0.8% | Reduced |
| Kennon-Green & Company, LLC | 48,325 | $2.66M | 2.44% | −1,656−3.3% | Reduced |
| Charter Trust Co | 48,629 | $2.67M | 0.18% | −1,478−2.9% | Reduced |
| Thomasville National Bank | 49,697 | $2.73M | 0.22% | −132−0.3% | Reduced |
| Eldred Rock Partners, LLC | 49,714 | $2.73M | 1.14% | +17,845+56.0% | Added |
| Benedict Financial Advisors Inc | 49,814 | $2.74M | 0.69% | −376−0.7% | Reduced |
| HBW Advisory Services LLC | 50,142 | $2.76M | 0.46% | +8,792+21.3% | Added |
| Steward Partners Investment Advisory, LLC | 50,241 | $2.76M | 0.03% | +3,004+6.4% | Added |
| Assetmark, Inc | 50,333 | $2.77M | 0.01% | −27,023−34.9% | Reduced |
| SYSTM Wealth Solutions LLC | 50,630 | $2.78M | 0.62% | −43,567−46.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48,868 | $2.80M | 0.03% | −348−0.7% | Reduced |
| Raymond James Trust N.A. | 51,412 | $2.83M | 0.07% | −10,658−17.2% | Reduced |
| Simplicity Wealth,LLC | 51,632 | $2.84M | 0.06% | +7,669+17.4% | Added |
| Bleakley Financial Group, LLC | 51,632 | $2.84M | 0.08% | +7,669+17.4% | Added |
| Wetherby Asset Management Inc | 51,973 | $2.86M | 0.14% | −1,782−3.3% | Reduced |
| Trajan Wealth LLC | 52,424 | $2.88M | 0.19% | +6,586+14.4% | Added |
| Advisors Asset Management, Inc. | 52,807 | $2.90M | 0.06% | −426−0.8% | Reduced |
| Naples Global Advisors, LLC | 53,137 | $2.92M | 0.29% | −1,097−2.0% | Reduced |
| Oppenheimer & Co Inc | 53,243 | $2.93M | 0.05% | −16,072−23.2% | Reduced |
| Allen Capital Group, LLC | 53,254 | $2.93M | 0.41% | −1,956−3.5% | Reduced |
| Redmond Asset Management, LLC | 53,523 | $2.94M | 0.97% | +4,141+8.4% | Added |
| Guardian Capital Advisors LP | 52,245 | $2.95M | 0.31% | −11,067−17.5% | Reduced |
| Hall Laurie J Trustee | 53,833 | $2.96M | 1.03% | −750−1.4% | Reduced |
| Anchor Capital Advisors LLC | 54,073 | $2.97M | 0.08% | +2,377+4.6% | Added |
| Concurrent Investment Advisors, LLC | 54,169 | $2.98M | 0.10% | +2,394+4.6% | Added |
| Advisors Management Group Inc | 54,586 | $3.00M | 0.75% | −8,698−13.7% | Reduced |
| Advisory Research Inc | 55,479 | $3.05M | 0.57% | +55,479 | New |
| Davenport & Co LLC | 55,606 | $3.06M | 0.02% | −3,819−6.4% | Reduced |
| Kanawha Capital Management LLC | 55,944 | $3.08M | 0.24% | −718−1.3% | Reduced |
| Invesco Ltd. | 56,119 | $3.09M | 0.00% | −2,878−4.9% | Reduced |
| Rhumbline Advisers | 56,706 | $3.12M | 0.00% | +704+1.3% | Added |
| GSB Wealth Management, LLC | 56,828 | $3.12M | 0.85% | −407−0.7% | Reduced |
| Prentiss Smith & Co Inc | 57,059 | $3.14M | 2.19% | −985−1.7% | Reduced |
| Strategic Advisors LLC | 57,112 | $3.14M | 0.61% | −2,100−3.5% | Reduced |
| CIBC Private Wealth Group, LLC | 56,420 | $3.15M | 0.01% | −2,606−4.4% | Reduced |
| Fullcircle Wealth LLC | 56,161 | $3.18M | 1.56% | +56,161 | New |
| Heartland Advisors Inc | 57,784 | $3.18M | 0.18% | −986−1.7% | Reduced |
| NewEdge Wealth, LLC | 57,793 | $3.18M | 0.07% | +998+1.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 57,862 | $3.18M | 0.01% | +57,862 | New |
| Stephens Inc | 57,874 | $3.18M | 0.05% | −3,412−5.6% | Reduced |
| Old Port Advisors | 57,955 | $3.19M | 0.95% | +755+1.3% | Added |
| Dakota Wealth Management | 58,654 | $3.23M | 0.08% | −1,145−1.9% | Reduced |
| Naviter Wealth, LLC | 58,991 | $3.24M | 0.48% | +2,492+4.4% | Added |
| Cary Street Partners Asset Management LLC | 59,744 | $3.29M | 0.48% | +1,761+3.0% | Added |
| Arlington Partners LLC | 59,879 | $3.29M | 1.63% | −2,847−4.5% | Reduced |
| Berkshire Bank | 59,902 | $3.29M | 0.83% | −2,502−4.0% | Reduced |
| Smithbridge Asset Management Inc | 60,390 | $3.32M | 0.69% | +2,582+4.5% | Added |
| Royce & Associates LP | 61,000 | $3.35M | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 61,292 | $3.37M | 0.15% | −2,213−3.5% | Reduced |
| Prosperity Consulting Group, LLC | 61,302 | $3.37M | 0.46% | −13,770−18.3% | Reduced |
| apricus wealth, LLC | 61,862 | $3.40M | 2.43% | −2,990−4.6% | Reduced |
| JustInvest LLC | 63,106 | $3.45M | 0.07% | +10,512+20.0% | Added |
| Private Advisor Group, LLC | 63,323 | $3.48M | 0.02% | +1,396+2.3% | Added |
| Atria Investments LLC | 63,659 | $3.50M | 0.05% | −11,776−15.6% | Reduced |
| Courier Capital LLC | 64,009 | $3.52M | 0.28% | −210−0.3% | Reduced |
| Keybank National Association | 64,525 | $3.55M | 0.01% | +1,095+1.7% | Added |
| Gilman Hill Asset Management, LLC | 64,872 | $3.57M | 0.65% | +4,135+6.8% | Added |
| Keene & Associates, Inc. | 65,128 | $3.58M | 2.92% | −351−0.5% | Reduced |
| GYL Financial Synergies, LLC | 65,250 | $3.59M | 0.28% | +2,429+3.9% | Added |
| Autumn Glory Partners, LLC | 65,393 | $3.60M | 1.84% | +778+1.2% | Added |
| Advisory Services Network, LLC | 65,717 | $3.61M | 0.07% | +25,895+65.0% | Added |
| Great Valley Advisor Group, Inc. | 68,133 | $3.75M | 0.10% | +5,325+8.5% | Added |
| Beacon Financial Group | 68,481 | $3.77M | 0.43% | −2,287−3.2% | Reduced |
| Atria Wealth Solutions, Inc. | 68,912 | $3.79M | 0.04% | −2,081−2.9% | Reduced |
| Perpetual Ltd | 69,792 | $3.84M | 0.04% | +3,807+5.8% | Added |
| Exencial Wealth Advisors, LLC | 70,550 | $3.88M | 0.15% | −4,976−6.6% | Reduced |
| Ancora Advisors, LLC | 71,581 | $3.94M | 0.10% | −2,661−3.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 71,909 | $3.95M | 0.01% | −1,563−2.1% | Reduced |
| Dynamic Advisor Solutions LLC | 72,179 | $3.97M | 0.12% | −444−0.6% | Reduced |
| New York State Common Retirement Fund | 72,301 | $3.98M | 0.01% | −2,598−3.5% | Reduced |
| Azzad Asset Management Inc | 72,895 | $4.01M | 0.47% | +12,925+21.6% | Added |
| Avantax Advisory Services, Inc. | 73,420 | $4.04M | 0.03% | −5,164−6.6% | Reduced |
| Sandy Spring Bank | 74,537 | $4.10M | 0.18% | −847−1.1% | Reduced |
| Haverford Trust Co | 74,830 | $4.11M | 0.04% | −20,749−21.7% | Reduced |
| Susquehanna International Group, LLP | 75,030 | $4.13M | 0.01% | +59,819+393.3% | Added |
| Bonness Enterprises Inc | 76,040 | $4.18M | 1.53% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 69,571 | $4.24M | 0.13% | +13,995+25.2% | Added |
| Rockefeller Capital Management L.P. | 77,917 | $4.28M | 0.01% | −62,205−44.4% | Reduced |