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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 93,243 | $5.13M | 0.02% | −4,844−4.9% | Reduced |
| Quantinno Capital Management LP | 93,220 | $5.13M | 0.09% | +44,332+90.7% | Added |
| Hantz Financial Services, Inc. | 90,136 | $4.96M | 0.10% | −29,028−24.4% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 82,370 | $4.53M | 1.46% | +400+0.5% | Added |
| Tevis Investment Management | 80,863 | $4.45M | 3.57% | +2,175+2.8% | Added |
| Pinkerton Retirement Specialists, LLC | 80,039 | $4.40M | 0.68% | +5,058+6.7% | Added |
| Balyasny Asset Management LLC | 79,071 | $4.35M | 0.01% | +49,622+168.5% | Added |
| Capital Investment Counsel, LLC | 78,672 | $4.33M | 0.85% | +3,360+4.5% | Added |
| Regions Financial Corp | 78,635 | $4.32M | 0.03% | +2,913+3.8% | Added |
| Reynders McVeigh Capital Management, LLC | 78,243 | $4.30M | 0.24% | −39,343−33.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 77,888 | $4.28M | 0.00% | −2,590−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 77,917 | $4.28M | 0.01% | −62,205−44.4% | Reduced |
| Mutual Advisors, LLC | 69,571 | $4.24M | 0.13% | +13,995+25.2% | Added |
| Bonness Enterprises Inc | 76,040 | $4.18M | 1.53% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 75,030 | $4.13M | 0.01% | +59,819+393.3% | Added |
| Haverford Trust Co | 74,830 | $4.11M | 0.04% | −20,749−21.7% | Reduced |
| Sandy Spring Bank | 74,537 | $4.10M | 0.18% | −847−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 73,420 | $4.04M | 0.03% | −5,164−6.6% | Reduced |
| Azzad Asset Management Inc | 72,895 | $4.01M | 0.47% | +12,925+21.6% | Added |
| New York State Common Retirement Fund | 72,301 | $3.98M | 0.01% | −2,598−3.5% | Reduced |
| Dynamic Advisor Solutions LLC | 72,179 | $3.97M | 0.12% | −444−0.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 71,909 | $3.95M | 0.01% | −1,563−2.1% | Reduced |
| Ancora Advisors, LLC | 71,581 | $3.94M | 0.10% | −2,661−3.6% | Reduced |
| Exencial Wealth Advisors, LLC | 70,550 | $3.88M | 0.15% | −4,976−6.6% | Reduced |
| Perpetual Ltd | 69,792 | $3.84M | 0.04% | +3,807+5.8% | Added |
| Atria Wealth Solutions, Inc. | 68,912 | $3.79M | 0.04% | −2,081−2.9% | Reduced |
| Beacon Financial Group | 68,481 | $3.77M | 0.43% | −2,287−3.2% | Reduced |
| Great Valley Advisor Group, Inc. | 68,133 | $3.75M | 0.10% | +5,325+8.5% | Added |
| Advisory Services Network, LLC | 65,717 | $3.61M | 0.07% | +25,895+65.0% | Added |
| Autumn Glory Partners, LLC | 65,393 | $3.60M | 1.84% | +778+1.2% | Added |
| GYL Financial Synergies, LLC | 65,250 | $3.59M | 0.28% | +2,429+3.9% | Added |
| Keene & Associates, Inc. | 65,128 | $3.58M | 2.92% | −351−0.5% | Reduced |
| Gilman Hill Asset Management, LLC | 64,872 | $3.57M | 0.65% | +4,135+6.8% | Added |
| Keybank National Association | 64,525 | $3.55M | 0.01% | +1,095+1.7% | Added |
| Courier Capital LLC | 64,009 | $3.52M | 0.28% | −210−0.3% | Reduced |
| Atria Investments LLC | 63,659 | $3.50M | 0.05% | −11,776−15.6% | Reduced |
| Private Advisor Group, LLC | 63,323 | $3.48M | 0.02% | +1,396+2.3% | Added |
| JustInvest LLC | 63,106 | $3.45M | 0.07% | +10,512+20.0% | Added |
| apricus wealth, LLC | 61,862 | $3.40M | 2.43% | −2,990−4.6% | Reduced |
| Prosperity Consulting Group, LLC | 61,302 | $3.37M | 0.46% | −13,770−18.3% | Reduced |
| Logan Capital Management Inc | 61,292 | $3.37M | 0.15% | −2,213−3.5% | Reduced |
| Royce & Associates LP | 61,000 | $3.35M | 0.03% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 60,390 | $3.32M | 0.69% | +2,582+4.5% | Added |
| Berkshire Bank | 59,902 | $3.29M | 0.83% | −2,502−4.0% | Reduced |
| Arlington Partners LLC | 59,879 | $3.29M | 1.63% | −2,847−4.5% | Reduced |
| Cary Street Partners Asset Management LLC | 59,744 | $3.29M | 0.48% | +1,761+3.0% | Added |
| Naviter Wealth, LLC | 58,991 | $3.24M | 0.48% | +2,492+4.4% | Added |
| Dakota Wealth Management | 58,654 | $3.23M | 0.08% | −1,145−1.9% | Reduced |
| Old Port Advisors | 57,955 | $3.19M | 0.95% | +755+1.3% | Added |
| Stephens Inc | 57,874 | $3.18M | 0.05% | −3,412−5.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 57,862 | $3.18M | 0.01% | +57,862 | New |
| NewEdge Wealth, LLC | 57,793 | $3.18M | 0.07% | +998+1.8% | Added |
| Heartland Advisors Inc | 57,784 | $3.18M | 0.18% | −986−1.7% | Reduced |
| Fullcircle Wealth LLC | 56,161 | $3.18M | 1.56% | +56,161 | New |
| CIBC Private Wealth Group, LLC | 56,420 | $3.15M | 0.01% | −2,606−4.4% | Reduced |
| Strategic Advisors LLC | 57,112 | $3.14M | 0.61% | −2,100−3.5% | Reduced |
| Prentiss Smith & Co Inc | 57,059 | $3.14M | 2.19% | −985−1.7% | Reduced |
| GSB Wealth Management, LLC | 56,828 | $3.12M | 0.85% | −407−0.7% | Reduced |
| Rhumbline Advisers | 56,706 | $3.12M | 0.00% | +704+1.3% | Added |
| Invesco Ltd. | 56,119 | $3.09M | 0.00% | −2,878−4.9% | Reduced |
| Kanawha Capital Management LLC | 55,944 | $3.08M | 0.24% | −718−1.3% | Reduced |
| Davenport & Co LLC | 55,606 | $3.06M | 0.02% | −3,819−6.4% | Reduced |
| Advisory Research Inc | 55,479 | $3.05M | 0.57% | +55,479 | New |
| Advisors Management Group Inc | 54,586 | $3.00M | 0.75% | −8,698−13.7% | Reduced |
| Concurrent Investment Advisors, LLC | 54,169 | $2.98M | 0.10% | +2,394+4.6% | Added |
| Anchor Capital Advisors LLC | 54,073 | $2.97M | 0.08% | +2,377+4.6% | Added |
| Hall Laurie J Trustee | 53,833 | $2.96M | 1.03% | −750−1.4% | Reduced |
| Guardian Capital Advisors LP | 52,245 | $2.95M | 0.31% | −11,067−17.5% | Reduced |
| Redmond Asset Management, LLC | 53,523 | $2.94M | 0.97% | +4,141+8.4% | Added |
| Allen Capital Group, LLC | 53,254 | $2.93M | 0.41% | −1,956−3.5% | Reduced |
| Oppenheimer & Co Inc | 53,243 | $2.93M | 0.05% | −16,072−23.2% | Reduced |
| Naples Global Advisors, LLC | 53,137 | $2.92M | 0.29% | −1,097−2.0% | Reduced |
| Advisors Asset Management, Inc. | 52,807 | $2.90M | 0.06% | −426−0.8% | Reduced |
| Trajan Wealth LLC | 52,424 | $2.88M | 0.19% | +6,586+14.4% | Added |
| Wetherby Asset Management Inc | 51,973 | $2.86M | 0.14% | −1,782−3.3% | 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 |
| Raymond James Trust N.A. | 51,412 | $2.83M | 0.07% | −10,658−17.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48,868 | $2.80M | 0.03% | −348−0.7% | Reduced |
| SYSTM Wealth Solutions LLC | 50,630 | $2.78M | 0.62% | −43,567−46.3% | Reduced |
| Assetmark, Inc | 50,333 | $2.77M | 0.01% | −27,023−34.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 50,241 | $2.76M | 0.03% | +3,004+6.4% | Added |
| HBW Advisory Services LLC | 50,142 | $2.76M | 0.46% | +8,792+21.3% | Added |
| Benedict Financial Advisors Inc | 49,814 | $2.74M | 0.69% | −376−0.7% | Reduced |
| Eldred Rock Partners, LLC | 49,714 | $2.73M | 1.14% | +17,845+56.0% | Added |
| Thomasville National Bank | 49,697 | $2.73M | 0.22% | −132−0.3% | Reduced |
| Charter Trust Co | 48,629 | $2.67M | 0.18% | −1,478−2.9% | Reduced |
| Kennon-Green & Company, LLC | 48,325 | $2.66M | 2.44% | −1,656−3.3% | Reduced |
| SevenBridge Financial Group, LLC | 42,663 | $2.62M | 0.58% | −325−0.8% | Reduced |
| Deutsche Bank AG | 47,412 | $2.61M | 0.00% | −861−1.8% | Reduced |
| Peapack Gladstone Financial Corp | 47,273 | $2.60M | 0.04% | −2,892−5.8% | Reduced |
| Veriti Management LLC | 47,212 | $2.60M | 0.16% | −5,533−10.5% | Reduced |
| We Are One Seven, LLC | 47,207 | $2.60M | 0.12% | −1,608−3.3% | Reduced |
| Beach Investment Counsel Inc | 46,141 | $2.54M | 0.31% | −15,253−24.8% | Reduced |
| Callahan Advisors, LLC | 46,100 | $2.54M | 0.26% | −103−0.2% | Reduced |
| Pavion Blue Capital, LLC | 46,005 | $2.53M | 1.25% | +1,265+2.8% | Added |
| Apollon Wealth Management, LLC | 45,910 | $2.52M | 0.08% | −3,171−6.5% | Reduced |
| Johnson Investment Counsel Inc | 45,787 | $2.52M | 0.03% | −3,485−7.1% | Reduced |
| Arvest Trust Co N A | 45,591 | $2.51M | 0.15% | −3,089−6.3% | Reduced |
| Meritage Portfolio Management | 45,511 | $2.50M | 0.16% | −1,005−2.2% | Reduced |