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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 10,144 | $557.8K | 0.00% | −464−4.4% | Reduced |
| Evergreen Capital Management LLC | 10,099 | $555.3K | 0.02% | −2,594−20.4% | Reduced |
| Perigon Wealth Management, LLC | 9,936 | $546.4K | 0.02% | −571−5.4% | Reduced |
| Fort Washington Investment Advisors Inc | 9,935 | $546.3K | 0.00% | −95,465−90.6% | Reduced |
| Ignite Planners, LLC | 9,787 | $543.1K | 0.13% | +405+4.3% | Added |
| Red Door Wealth Management, LLC | 9,873 | $542.9K | 0.10% | +9+0.1% | Added |
| Ronald Blue Trust, Inc. | 10,754 | $539.7K | 0.01% | +3,475+47.7% | Added |
| Ieq Capital, LLC | 9,784 | $538.0K | 0.01% | +1,697+21.0% | Added |
| Mather Group, LLC. | 10,680 | $536.0K | 0.01% | +1,127+11.8% | Added |
| Mezzasalma Advisors, LLC | 9,670 | $531.8K | 0.23% | +3,725+62.7% | Added |
| Riverwater Partners LLC | 9,621 | $529.1K | 0.39% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 9,600 | $527.0K | 0.00% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 9,567 | $526.1K | 0.03% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 9,546 | $524.9K | 0.14% | +5+0.1% | Added |
| Daymark Wealth Partners, LLC | 9,525 | $523.8K | 0.02% | +1,191+14.3% | Added |
| Fulton Bank, N.A. | 9,498 | $522.3K | 0.02% | −16,804−63.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,493 | $522.0K | 0.03% | +209+2.3% | Added |
| Wealth Alliance | 9,486 | $521.6K | 0.07% | −1,704−15.2% | Reduced |
| Moloney Securities Asset Management, LLC | 9,438 | $519.0K | 0.08% | −538−5.4% | Reduced |
| Phillips Wealth Planners LLC | 9,169 | $518.4K | 0.55% | −1,215−11.7% | Reduced |
| Roman Butler Fullerton & Co | 9,140 | $516.8K | 0.17% | −85−0.9% | Reduced |
| Powers Advisory Group, LLC | 9,388 | $516.2K | 0.28% | −295−3.0% | Reduced |
| Icon Wealth Advisors, LLC | 8,321 | $510.9K | 0.05% | +1,047+14.4% | Added |
| Baker Tilly Wealth Management, LLC | 9,283 | $510.5K | 0.21% | −26,305−73.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 9,261 | $509.3K | 0.27% | +47+0.5% | Added |
| Private Trust Co NA | 9,249 | $508.6K | 0.05% | −76−0.8% | Reduced |
| Wedbush Securities Inc | 9,208 | $506.0K | 0.02% | +2,665+40.7% | Added |
| Kingsview Wealth Management, LLC | 9,139 | $502.5K | 0.01% | −1,405−13.3% | Reduced |
| WCM Investment Management, LLC | 9,079 | $502.5K | 0.00% | +3,910+75.6% | Added |
| Hilltop National Bank | 9,121 | $501.6K | 0.16% | −52−0.6% | Reduced |
| West Family Investments, Inc. | 9,116 | $501.3K | 0.15% | 00.0% | Unchanged |
| Sky Investment Group LLC | 9,115 | $501.2K | 0.10% | −1,309−12.6% | Reduced |
| Financial & Tax Architects, LLC | 9,113 | $501.1K | 0.13% | +1,983+27.8% | Added |
| Marcum Wealth, LLC | 9,100 | $500.4K | 0.05% | −493−5.1% | Reduced |
| Ransom Advisory, Ltd | 9,033 | $496.7K | 0.25% | −85−0.9% | Reduced |
| Dana Investment Advisors, Inc. | 9,017 | $495.8K | 0.02% | −94−1.0% | Reduced |
| Mission Wealth Management, LP | 9,010 | $495.5K | 0.01% | +2,374+35.8% | Added |
| Court Place Advisors, LLC | 8,975 | $493.5K | 0.15% | +400+4.7% | Added |
| Boston Trust Walden Corp | 8,970 | $493.3K | 0.00% | +91+1.0% | Added |
| Sage Rhino Capital LLC | 8,938 | $491.5K | 0.12% | +227+2.6% | Added |
| Savant Capital, LLC | 8,888 | $488.7K | 0.00% | +590+7.1% | Added |
| Malaga Cove Capital, LLC | 8,878 | $488.2K | 0.20% | −120−1.3% | Reduced |
| RS Crum Inc. | 8,871 | $487.8K | 0.13% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 8,770 | $482.3K | 0.02% | +2,755+45.8% | Added |
| Williams Jones Wealth Management, LLC. | 8,769 | $482.2K | 0.01% | −700−7.4% | Reduced |
| Lido Advisors, LLC | 8,764 | $481.9K | 0.00% | +421+5.0% | Added |
| Spinnaker Trust | 8,735 | $480.3K | 0.03% | −151−1.7% | Reduced |
| PDS Planning, Inc | 8,681 | $477.4K | 0.05% | +379+4.6% | Added |
| Country Club Bank | 8,580 | $474.9K | 0.03% | −252−2.9% | Reduced |
| Stratos Wealth Partners, LTD. | 8,625 | $474.3K | 0.01% | −11,179−56.4% | Reduced |
| First County Bank | 8,615 | $473.7K | 0.24% | −9,297−51.9% | Reduced |
| Woodmont Investment Counsel LLC | 8,598 | $472.8K | 0.04% | +1,737+25.3% | Added |
| Douglass Winthrop Advisors, LLC | 8,554 | $470.4K | 0.01% | −3,091−26.5% | Reduced |
| Centaurus Financial, Inc. | 8,538 | $469.0K | 0.03% | +2,194+34.6% | Added |
| Principle Wealth Partners LLC | 8,469 | $465.7K | 0.04% | −1,974−18.9% | Reduced |
| Chicago Capital, LLC | 8,434 | $463.8K | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8,420 | $463.0K | 0.01% | +2,189+35.1% | Added |
| Twelve Points Wealth Management LLC | 8,411 | $462.5K | 0.16% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 8,369 | $460.1K | 0.04% | +1,310+18.6% | Added |
| Byrne Asset Management LLC | – | $459.4K | 0.33% | – | – |
| Axxcess Wealth Management, LLC | 8,259 | $454.2K | 0.01% | +8,259 | New |
| Hunter Associates Investment Management LLC | 8,250 | $453.0K | 0.08% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 8,233 | $452.8K | 0.00% | −324−3.8% | Reduced |
| Fox Run Management, L.L.C. | 8,163 | $448.9K | 0.08% | +8,163 | New |
| Geneos Wealth Management Inc. | 8,096 | $445.2K | 0.02% | +1,600+24.6% | Added |
| KC Investment Advisors, LLC | 8,087 | $444.7K | 0.22% | +603+8.1% | Added |
| WealthTrust Axiom LLC | 8,077 | $444.1K | 0.15% | 00.0% | Unchanged |
| Allen Investment Management LLC | 8,005 | $440.2K | 0.01% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 8,004 | $440.1K | 0.08% | +8,004 | New |
| Intellectus Partners, LLC | 7,991 | $439.4K | 0.12% | −3,537−30.7% | Reduced |
| Sivia Capital Partners, LLC | 7,949 | $437.1K | 0.29% | −141−1.7% | Reduced |
| FourThought Financial Partners, LLC | 7,927 | $435.9K | 0.06% | +452+6.0% | Added |
| Tranquilli Financial Advisor LLC | 7,940 | $434.3K | 0.29% | −43−0.5% | Reduced |
| Jacobi Capital Management LLC | 7,848 | $431.5K | 0.04% | +170+2.2% | Added |
| Bessemer Group Inc | 7,827 | $430.0K | 0.00% | −126−1.6% | Reduced |
| Rbo & Co LLC | 7,769 | $427.2K | 0.08% | −1,625−17.3% | Reduced |
| Douglas Lane & Associates, LLC | 7,744 | $425.8K | 0.01% | −110−1.4% | Reduced |
| Principal Street Partners, LLC | 7,744 | $425.8K | 0.08% | 00.0% | Unchanged |
| Bollard Group LLC | 7,706 | $424.0K | 0.01% | +5,421+237.2% | Added |
| South State Corp. | 7,648 | $420.6K | 0.03% | −33−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,627 | $419.4K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 7,578 | $416.7K | 0.07% | +71+0.9% | Added |
| Gallacher Capital Management LLC | 7,575 | $416.6K | 0.22% | +182+2.5% | Added |
| Sound View Wealth Advisors Group, LLC | 7,563 | $415.9K | 0.04% | −522−6.5% | Reduced |
| Cohen Investment Advisors LLC | 8,393 | $414.6K | 0.33% | +793+10.4% | Added |
| Searle & Co. | 7,500 | $412.4K | 0.10% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 6,725 | $412.4K | 0.08% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 7,484 | $412.0K | 0.15% | +7,484 | New |
| King Luther Capital Management Corp | 7,461 | $410.3K | 0.00% | +222+3.1% | Added |
| First Horizon Advisors, Inc. | 7,456 | $410.0K | 0.01% | +3,942+112.2% | Added |
| Cullen/Frost Bankers, Inc. | 7,455 | $409.9K | 0.01% | +691+10.2% | Added |
| Breakwater Capital Group | 7,383 | $406.0K | 0.09% | +318+4.5% | Added |
| Graypoint LLC | 7,292 | $401.0K | 0.03% | +250+3.6% | Added |
| Brighton Jones LLC | 7,275 | $400.0K | 0.01% | −1,215−14.3% | Reduced |
| Freestone Capital Holdings, LLC | 7,249 | $398.6K | 0.01% | +1,247+20.8% | Added |
| Carnegie Capital Asset Management, LLC | 7,239 | $398.1K | 0.01% | −29−0.4% | Reduced |
| Arete Wealth Advisors, LLC | 7,209 | $396.0K | 0.03% | +7,209 | New |
| Sterling Investment Advisors, Ltd. | 7,176 | $394.6K | 0.11% | 00.0% | Unchanged |
| Claro Advisors LLC | 7,175 | $394.6K | 0.06% | +570+8.6% | Added |
| GAMMA Investing LLC | 7,166 | $394.1K | 0.05% | −672−8.6% | Reduced |