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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 250,491 | $13.8M | 0.06% | +49,151+24.4% | Added |
| Alpha Cubed Investments, LLC | 242,740 | $13.3M | 0.64% | −2,816−1.1% | Reduced |
| Modera Wealth Management, LLC | 241,553 | $13.3M | 0.20% | −251−0.1% | Reduced |
| Kestra Advisory Services, LLC | 240,500 | $13.1M | 0.07% | +169,015+236.4% | Added |
| MML Investors Services, LLC | 232,176 | $12.8M | 0.05% | −23,585−9.2% | Reduced |
| Groupama Asset Managment | 314,374 | $12.5M | 0.26% | +81,695+35.1% | Added |
| Old Mission Capital LLC | 222,817 | $12.3M | 0.32% | −244,183−52.3% | Reduced |
| Advisor Group Holdings, Inc. | 221,640 | $12.2M | 0.03% | −28,102−11.3% | Reduced |
| GFS Advisors, LLC | 979 | $11.5M | 1.89% | −208,159−99.5% | Reduced |
| Crossmark Global Holdings, Inc. | 201,799 | $11.1M | 0.21% | −16,052−7.4% | Reduced |
| Brinker Capital Investments, LLC | 197,045 | $10.8M | 0.11% | +43,908+28.7% | Added |
| Orion Portfolio Solutions, LLC | 197,045 | $10.8M | 0.11% | +43,908+28.7% | Added |
| Manning & Napier Advisors LLC | 192,861 | $10.6M | 0.12% | +192,861 | New |
| Matthew Goff Investment Advisor, LLC | 192,478 | $10.6M | 2.16% | +19,778+11.5% | Added |
| Federated Hermes, Inc. | 192,471 | $10.6M | 0.03% | −667,697−77.6% | Reduced |
| Jennison Associates LLC | 191,953 | $10.6M | 0.01% | −903−0.5% | Reduced |
| Citigroup Inc | 186,223 | $10.2M | 0.01% | −107,900−36.7% | Reduced |
| Sustainable Growth Advisers, LP | 185,995 | $10.2M | 0.05% | +10,862+6.2% | Added |
| Managed Asset Portfolios, LLC | 185,180 | $10.2M | 1.51% | −7,712−4.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 184,877 | $10.2M | 0.68% | +137+0.1% | Added |
| Rockland Trust Co | 184,559 | $10.1M | 0.54% | +6,512+3.7% | Added |
| Sound Income Strategies, LLC | 184,494 | $10.1M | 0.63% | +12,924+7.5% | Added |
| Arrowstreet Capital, Limited Partnership | 181,951 | $10.0M | 0.01% | +181,951 | New |
| First Personal Financial Services | 177,298 | $9.75M | 2.20% | −1,771−1.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 173,635 | $9.55M | 0.39% | +2,215+1.3% | Added |
| Nicholas Company, Inc. | 173,550 | $9.54M | 0.16% | −500.0% | Reduced |
| Warren Averett Asset Management, LLC | 171,843 | $9.45M | 0.19% | +165,697+2,696.0% | Added |
| American Assets Investment Management, LLC | 170,000 | $9.35M | 0.87% | 00.0% | Unchanged |
| Clean Yield Group | 169,513 | $9.32M | 3.48% | −9,021−5.1% | Reduced |
| Cerity Partners LLC | 167,794 | $9.23M | 0.03% | +26,480+18.7% | Added |
| Optiver Holding B.V. | 166,195 | $9.14M | 0.18% | −904,998−84.5% | Reduced |
| Mercer Global Advisors Inc | 164,607 | $9.05M | 0.02% | +20,643+14.3% | Added |
| Mar Vista Investment Partners LLC | 164,080 | $9.02M | 0.44% | +6,760+4.3% | Added |
| Kornitzer Capital Management Inc | 162,942 | $8.96M | 0.17% | −700−0.4% | Reduced |
| Ycg, LLC | 162,668 | $8.95M | 0.73% | −127,867−44.0% | Reduced |
| Pathstone Holdings, LLC | 162,051 | $8.91M | 0.04% | −13,092−7.5% | Reduced |
| ProVise Management Group, LLC | 161,259 | $8.87M | 0.75% | +5,818+3.7% | Added |
| Baird Financial Group, Inc. | 159,169 | $8.75M | 0.02% | −3,319−2.0% | Reduced |
| Martin Capital Partners, LLC | 155,576 | $8.55M | 3.46% | −3,830−2.4% | Reduced |
| Beacon Pointe Advisors, LLC | 154,083 | $8.47M | 0.10% | −3,677−2.3% | Reduced |
| Templeton & Phillips Capital Management, LLC | 152,751 | $8.40M | 7.45% | −9,963−6.1% | Reduced |
| NewSquare Capital LLC | 149,996 | $8.25M | 0.71% | +3,430+2.3% | Added |
| Guardian Capital LP | 149,669 | $8.23M | 0.31% | −752−0.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 148,937 | $8.19M | 0.03% | −11,965−7.4% | Reduced |
| QRG Capital Management, Inc. | 148,886 | $8.19M | 0.10% | +33,710+29.3% | Added |
| Systematic Alpha Investments, LLC | 147,881 | $8.13M | 0.31% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 146,024 | $8.03M | 0.24% | +146,024 | New |
| XML Financial, LLC | 145,183 | $7.98M | 0.80% | −12,647−8.0% | Reduced |
| Alerus Financial NA | 144,359 | $7.94M | 0.59% | −1,107−0.8% | Reduced |
| Gabelli Funds LLC | 143,669 | $7.90M | 0.06% | −21,226−12.9% | Reduced |
| JPMorgan Chase & Co | 143,114 | $7.87M | 0.00% | −1,103,019−88.5% | Reduced |
| Advocate Group LLC | 141,556 | $7.78M | 1.57% | −245−0.2% | Reduced |
| Russell Investments Group, Ltd. | 140,214 | $7.71M | 0.01% | −3,208−2.2% | Reduced |
| Sanders Capital, LLC | 139,000 | $7.64M | 0.01% | −3,840−2.7% | Reduced |
| CWM, LLC | 137,214 | $7.54M | 0.04% | −11,171−7.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 137,205 | $7.54M | 0.25% | +1,959+1.4% | Added |
| Bryn Mawr Trust Co | 136,381 | $7.50M | 0.29% | −545−0.4% | Reduced |
| Destination Wealth Management | 135,674 | $7.46M | 0.25% | −1,479−1.1% | Reduced |
| One Capital Management, LLC | 130,811 | $7.19M | 0.24% | +2,175+1.7% | Added |
| Chartwell Investment Partners, LLC | 129,246 | $7.11M | 0.25% | +1,160+0.9% | Added |
| Windle Wealth, LLC | 128,310 | $7.06M | 4.30% | +6,809+5.6% | Added |
| Ethic Inc. | 128,226 | $7.05M | 0.17% | +17,390+15.7% | Added |
| Trexquant Investment LP | 127,262 | $7.00M | 0.11% | +127,262 | New |
| Oxbow Advisors, LLC | 125,648 | $6.91M | 0.81% | −550−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 125,123 | $6.88M | 0.05% | −2,060−1.6% | Reduced |
| Blair William & Co | 123,857 | $6.81M | 0.02% | −4,092−3.2% | Reduced |
| Marshall Wace, LLP | 122,192 | $6.72M | 0.01% | +122,192 | New |
| Snowden Capital Advisors LLC | 121,883 | $6.70M | 0.20% | +13,866+12.8% | Added |
| Sequoia Financial Advisors, LLC | 121,051 | $6.66M | 0.08% | −15,488−11.3% | Reduced |
| US Bancorp | 119,998 | $6.60M | 0.01% | +9,382+8.5% | Added |
| Charles Schwab Investment Management Inc | 119,841 | $6.59M | 0.00% | +36,404+43.6% | Added |
| Colony Group, LLC | 114,812 | $6.31M | 0.02% | +51,864+82.4% | Added |
| Barry Investment Advisors, LLC | 114,043 | $6.27M | 2.11% | −1,125−1.0% | Reduced |
| Auxier Asset Management | 112,743 | $6.20M | 0.98% | −6,800−5.7% | Reduced |
| Live Oak Private Wealth LLC | 112,468 | $6.18M | 1.06% | −9,386−7.7% | Reduced |
| Bell Bank | 112,265 | $6.17M | 0.52% | +68,040+153.8% | Added |
| Shufro Rose & Co LLC | 111,131 | $6.11M | 0.50% | −887−0.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 108,779 | $5.98M | 1.16% | −530.0% | Reduced |
| Keating Investment Counselors Inc | 107,603 | $5.92M | 1.90% | −2,005−1.8% | Reduced |
| Becker Capital Management Inc | 107,289 | $5.90M | 0.20% | −5,945−5.3% | Reduced |
| Fiera Capital Corp | 106,624 | $5.86M | 0.02% | −2,014−1.9% | Reduced |
| Moran Wealth Management, LLC | 106,153 | $5.84M | 0.19% | −152−0.1% | Reduced |
| Guyasuta Investment Advisors Inc | 119,155 | $5.78M | 0.43% | −500−0.4% | Reduced |
| Hennessy Advisors Inc | 104,800 | $5.76M | 0.22% | −2,200−2.1% | Reduced |
| Portland Global Advisors LLC | 104,195 | $5.73M | 0.78% | −290−0.3% | Reduced |
| tru Independence LLC | 102,710 | $5.65M | 1.71% | −1,177−1.1% | Reduced |
| Oak Ridge Investments LLC | 102,658 | $5.65M | 0.54% | +4,711+4.8% | Added |
| Prime Capital Investment Advisors, LLC | 102,374 | $5.63M | 0.08% | +2,082+2.1% | Added |
| Jacobs & Co | 101,770 | $5.60M | 0.59% | −4,509−4.2% | Reduced |
| Kavar Capital Partners Group, LLC | 101,686 | $5.59M | 1.01% | −7,105−6.5% | Reduced |
| New England Asset Management Inc | 99,670 | $5.48M | 0.91% | +99,670 | New |
| Stablepoint Partners, LLC | 89,000 | $5.42M | 1.05% | −871−1.0% | Reduced |
| Sanctuary Advisors, LLC | 105,709 | $5.42M | 0.04% | +105,709 | New |
| Coston, McIsaac & Partners | 98,077 | $5.39M | 1.70% | +2,353+2.5% | Added |
| Tweedy, Browne Co LLC | 97,693 | $5.37M | 0.25% | −8,309−7.8% | Reduced |
| Butensky & Cohen Financial Security, Inc | 97,224 | $5.35M | 1.70% | −178−0.2% | Reduced |
| Motco | 96,449 | $5.30M | 0.31% | −1,431−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 94,931 | $5.22M | 0.05% | +21,624+29.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 94,587 | $5.20M | 0.01% | +1,289+1.4% | Added |
| Headinvest, LLC | 94,343 | $5.19M | 1.02% | −425−0.4% | Reduced |