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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 15,353 | $844.3K | 0.05% | −500−3.2% | Reduced |
| Israel Discount Bank of New York | 15,323 | $842.6K | 1.34% | 00.0% | Unchanged |
| Greenleaf Trust | 15,313 | $842.1K | 0.01% | +7,289+90.8% | Added |
| Old National Bancorp | 15,179 | $834.7K | 0.02% | +1,401+10.2% | Added |
| Wealthspire Advisors, LLC | 15,150 | $833.1K | 0.01% | +334+2.3% | Added |
| Murphy Pohlad Asset Management LLC | 15,082 | $829.4K | 0.36% | 00.0% | Unchanged |
| Pitcairn Co | 15,050 | $827.6K | 0.05% | +1,835+13.9% | Added |
| Boothbay Fund Management, LLC | 15,045 | $827.3K | 0.03% | +5,807+62.9% | Added |
| Coldstream Capital Management Inc | 15,044 | $827.3K | 0.02% | +1,230+8.9% | Added |
| Bailard, Inc. | 15,014 | $825.6K | 0.02% | +179+1.2% | Added |
| Summit Trail Advisors, LLC | 14,937 | $821.4K | 0.02% | +9,222+161.4% | Added |
| Drucker Wealth 3.0, LLC | 14,797 | $813.7K | 0.22% | +14,797 | New |
| Robertson Stephens Wealth Management, LLC | 14,723 | $809.6K | 0.04% | +2,202+17.6% | Added |
| Unique Wealth Strategies, LLC | 16,116 | $808.9K | 0.38% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 14,544 | $799.8K | 0.24% | −97−0.7% | Reduced |
| River Street Advisors LLC | 14,494 | $797.0K | 0.49% | −88−0.6% | Reduced |
| Marks Group Wealth Management, Inc | 14,493 | $797.0K | 0.08% | +10,186+236.5% | Added |
| Aberdeen Wealth Management LLC | 14,426 | $793.3K | 0.54% | −500−3.3% | Reduced |
| Roundview Capital LLC | 14,421 | $793.0K | 0.06% | −1,266−8.1% | Reduced |
| Welch & Forbes LLC | 14,266 | $792.3K | 0.01% | −1,584−10.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 14,348 | $789.0K | 0.21% | −854−5.6% | Reduced |
| Raelipskie Partnership | 14,257 | $784.0K | 0.42% | +880+6.6% | Added |
| Joel Isaacson & Co., LLC | 14,134 | $777.2K | 0.04% | +540+4.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,123 | $776.6K | 0.11% | +1,220+9.5% | Added |
| Dearborn Partners LLC | 14,108 | $775.8K | 0.03% | +731+5.5% | Added |
| Legacy Capital Group California, Inc. | 14,087 | $774.6K | 0.28% | +2,504+21.6% | Added |
| Liberty One Investment Management, LLC | 14,080 | $774.0K | 0.09% | −954−6.3% | Reduced |
| Transcend Wealth Collective, LLC | 14,040 | $772.0K | 0.06% | +5,208+59.0% | Added |
| Global Retirement Partners, LLC | 13,962 | $767.8K | 0.02% | +1,748+14.3% | Added |
| Bartlett & Co. Wealth Management LLC | 13,930 | $766.0K | 0.01% | −8,165−37.0% | Reduced |
| BCGM Wealth Management, LLC | 13,872 | $762.8K | 0.26% | −942−6.4% | Reduced |
| Mengis Capital Management, Inc. | 13,862 | $762.3K | 0.15% | −132−0.9% | Reduced |
| Excalibur Management Corp | 13,801 | $758.9K | 0.31% | +239+1.8% | Added |
| Gamco Investors, Inc. Et Al | 13,771 | $757.3K | 0.01% | −169−1.2% | Reduced |
| HB Wealth Management, LLC | 13,760 | $756.7K | 0.01% | +58+0.4% | Added |
| BKM Wealth Management, LLC | 13,667 | $751.6K | 0.36% | −38−0.3% | Reduced |
| BancorpSouth Bank | 13,592 | $747.4K | 0.06% | −33−0.2% | Reduced |
| Hilltop Holdings Inc. | 13,533 | $744.2K | 0.09% | −836−5.8% | Reduced |
| Thrivent Financial for Lutherans | 13,538 | $744.0K | 0.00% | +536+4.1% | Added |
| Aaron Wealth Advisors | 13,476 | $741.0K | 0.10% | +361+2.8% | Added |
| Brown Brothers Harriman & Co | 13,387 | $736.2K | 0.01% | −4,976−27.1% | Reduced |
| Garner Asset Management Corp | 13,390 | $736.0K | 0.36% | −230−1.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,373 | $735.4K | 0.03% | +908+7.3% | Added |
| Vontobel Holding Ltd. | 13,256 | $728.9K | 0.00% | +4,646+54.0% | Added |
| Flputnam Investment Management Co | 13,241 | $728.1K | 0.01% | +364+2.8% | Added |
| Fayez Sarofim & Co | 13,237 | $727.9K | 0.00% | −723−5.2% | Reduced |
| EP Wealth Advisors, LLC | 13,221 | $727.0K | 0.01% | −38−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 13,201 | $725.9K | 0.05% | +12,850+3,661.0% | Added |
| Modern Wealth Management, LLC | 13,110 | $720.9K | 0.05% | +1,945+17.4% | Added |
| Boit C F David | 13,000 | $714.9K | 0.37% | +13,000 | New |
| Fifth Third Bancorp | 12,920 | $710.5K | 0.00% | −4,311−25.0% | Reduced |
| Hartford Funds Management Co LLC | 12,825 | $705.2K | 0.07% | +1,187+10.2% | Added |
| FLC Capital Advisors | 12,762 | $701.8K | 0.17% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12,744 | $700.8K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,666 | $696.5K | 0.01% | −1,376−9.8% | Reduced |
| Lake Street Advisors Group, LLC | 12,575 | $691.5K | 0.03% | −241−1.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 12,550 | $690.1K | 0.15% | −1,634−11.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 12,444 | $684.3K | 0.17% | +12,444 | New |
| Phraction Management LLC | 12,280 | $675.3K | 0.25% | +12,280 | New |
| FSB Premier Wealth Management, Inc. | 11,956 | $657.5K | 0.30% | +3,909+48.6% | Added |
| NBC Securities, Inc. | 11,865 | $652.0K | 0.06% | −6,837−36.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,825 | $650.0K | 0.01% | −3,483−22.8% | Reduced |
| Allworth Financial LP | 11,124 | $645.5K | 0.00% | +1,090+10.9% | Added |
| Tritonpoint Wealth, LLC | 11,669 | $641.7K | 0.06% | −3,161−21.3% | Reduced |
| Stock Yards Bank & Trust Co | 11,609 | $638.4K | 0.02% | −883−7.1% | Reduced |
| PAX Financial Group, LLC | 11,591 | $637.4K | 0.12% | +253+2.2% | Added |
| Retirement Guys Formula LLC | 11,520 | $633.5K | 0.30% | −1,091−8.7% | Reduced |
| Navellier & Associates Inc | 11,492 | $631.9K | 0.07% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 11,444 | $629.3K | 0.24% | +11,444 | New |
| Sandy Cove Advisors, LLC | 11,320 | $622.5K | 0.28% | +600+5.6% | Added |
| LGL Partners, LLC | 11,296 | $621.2K | 0.09% | −1,636−12.7% | Reduced |
| Jones Financial Companies LLLP | 11,230 | $617.5K | 0.00% | +10,507+1,453.3% | Added |
| Shelton Capital Management | 11,220 | $617.0K | 0.02% | −665−5.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,219 | $616.9K | 0.01% | +1,549+16.0% | Added |
| Diversify Advisory Services, LLC | 11,086 | $615.8K | 0.03% | −6,234−36.0% | Reduced |
| IHT Wealth Management, LLC | 11,198 | $615.8K | 0.02% | +382+3.5% | Added |
| Manchester Capital Management LLC | 11,142 | $612.7K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11,093 | $610.0K | 0.02% | −691−5.9% | Reduced |
| Quotient Wealth Partners, LLC | 11,048 | $607.5K | 0.02% | −26,564−70.6% | Reduced |
| J.W. Cole Advisors, Inc. | 10,990 | $604.4K | 0.03% | +10,990 | New |
| Level Four Advisory Services, LLC | 10,976 | $603.7K | 0.03% | +3,665+50.1% | Added |
| PFG Investments, LLC | 10,915 | $600.2K | 0.04% | +343+3.2% | Added |
| Rathbone Brothers plc | 10,918 | $599.8K | 0.00% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 10,897 | $599.0K | 0.03% | +132+1.2% | Added |
| Twin City Private Wealth, LLC | 10,818 | $594.9K | 0.56% | +345+3.3% | Added |
| AQR Capital Management LLC | 10,796 | $593.7K | 0.00% | +10,796 | New |
| Smart Money Group LLC | 9,637 | $591.7K | 0.21% | +1,172+13.8% | Added |
| Keystone Financial Services | 10,696 | $588.2K | 0.24% | +857+8.7% | Added |
| Old North State Trust, LLC | 10,654 | $586.0K | 0.51% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 10,623 | $584.0K | 0.19% | +60+0.6% | Added |
| Nuveen Asset Management, LLC | 10,357 | $569.5K | 0.00% | −2,781−21.2% | Reduced |
| Strategic Global Advisors, LLC | 5,511 | $568.7K | 0.12% | −5,306−49.1% | Reduced |
| Garrett Wealth Advisory Group, LLC | 10,306 | $566.7K | 0.21% | −121−1.2% | Reduced |
| Range Financial Group LLC | 10,282 | $565.4K | 0.29% | −127−1.2% | Reduced |
| Glenview Trust Co | 10,260 | $564.2K | 0.01% | −1,210−10.5% | Reduced |
| Ausdal Financial Partners, Inc. | 10,246 | $563.4K | 0.06% | +45+0.4% | Added |
| Wescott Financial Advisory Group, LLC | 10,232 | $562.7K | 0.07% | +73+0.7% | Added |
| Cozad Asset Management Inc | 10,210 | $561.4K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 10,195 | $560.6K | 0.10% | −1,198−10.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 10,175 | $559.5K | 0.22% | 00.0% | Unchanged |