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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 7,127 | $392.1K | 0.01% | −768−9.7% | Reduced |
| Independent Advisor Alliance | 7,128 | $392.0K | 0.01% | +499+7.5% | Added |
| New Wave Wealth Advisors LLC | 7,081 | $389.4K | 0.21% | +7,081 | New |
| Parsons Capital Management Inc | 7,064 | $388.4K | 0.03% | −1,305−15.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 7,032 | $386.7K | 0.04% | +496+7.6% | Added |
| Boston Private Wealth LLC | 7,010 | $385.5K | 0.01% | −2,291−24.6% | Reduced |
| Fca Corp | 7,000 | $384.9K | 0.12% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 6,954 | $382.4K | 0.09% | +175+2.6% | Added |
| Abbrea Capital, LLC | 6,830 | $376.0K | 0.05% | −685−9.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,833 | $375.8K | 0.03% | −1,406−17.1% | Reduced |
| Rehmann Capital Advisory Group | 6,832 | $375.7K | 0.03% | +194+2.9% | Added |
| Clarius Group, LLC | 6,752 | $371.3K | 0.03% | −1,677−19.9% | Reduced |
| Aries Wealth Management | 6,729 | $370.0K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 6,722 | $369.6K | 0.03% | 00.0% | Unchanged |
| Sapient Capital LLC | 6,668 | $366.7K | 0.01% | −5,350−44.5% | Reduced |
| O'Brien Greene & Co. Inc | 6,653 | $365.8K | 0.12% | +174+2.7% | Added |
| Parkside Financial Bank & Trust | 6,647 | $365.5K | 0.06% | −154−2.3% | Reduced |
| Callan Capital, LLC | 6,640 | $365.1K | 0.03% | +1,215+22.4% | Added |
| Ti-Trust, Inc | 6,625 | $364.3K | 0.28% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,619 | $363.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,606 | $363.0K | 0.19% | +380+6.1% | Added |
| Nilsine Partners, LLC | 6,558 | $360.6K | 0.05% | +1,027+18.6% | Added |
| Lindbrook Capital, LLC | 6,538 | $359.5K | 0.03% | +139+2.2% | Added |
| Monticello Wealth Management, LLC | 6,522 | $358.7K | 0.03% | +53+0.8% | Added |
| Cladis Investment Advisory, LLC | 6,500 | $357.4K | 0.26% | 00.0% | Unchanged |
| Port Capital LLC | 6,500 | $357.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,490 | $356.9K | 0.05% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 6,463 | $355.4K | 0.08% | −795−11.0% | Reduced |
| Lincoln Capital LLC | 6,434 | $353.8K | 0.08% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 6,358 | $349.6K | 0.30% | +100+1.6% | Added |
| Caldwell Trust Co | 6,330 | $348.1K | 0.04% | −470−6.9% | Reduced |
| Diligent Investors, LLC | 6,318 | $347.4K | 0.09% | −99−1.5% | Reduced |
| Mane Global Capital Management LP | 6,314 | $347.2K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 6,263 | $344.4K | 0.01% | +6,263 | New |
| Schrum Private Wealth Management LLC | 6,223 | $342.2K | 0.31% | +62+1.0% | Added |
| Crescent Grove Advisors, LLC | 6,215 | $341.8K | 0.04% | −567−8.4% | Reduced |
| Addison Advisors LLC | 6,204 | $341.2K | 0.11% | +463+8.1% | Added |
| Cetera Trust Company, N.A | 6,195 | $340.7K | 0.21% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 6,186 | $340.2K | 0.07% | −2,523−29.0% | Reduced |
| Mitchell Sinkler & Starr | 5,849 | $339.5K | 0.09% | +1,735+42.2% | Added |
| Inscription Capital, LLC | 6,080 | $334.4K | 0.05% | +7+0.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 6,080 | $334.3K | 0.33% | −50−0.8% | Reduced |
| Gentry Private Wealth, LLC | 6,016 | $330.8K | 0.29% | +6,016 | New |
| Phocas Financial Corp. | 6,000 | $329.9K | 0.05% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,000 | $329.9K | 0.02% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 5,973 | $328.5K | 0.07% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,950 | $327.2K | 0.01% | +227+4.0% | Added |
| Campbell & CO Investment Adviser LLC | 5,945 | $326.9K | 0.03% | +752+14.5% | Added |
| Roberts Glore & Co Inc | 5,941 | $326.7K | 0.10% | 00.0% | Unchanged |
| Intrua Financial, LLC | 5,931 | $326.1K | 0.05% | −3,394−36.4% | Reduced |
| CVA Family Office, LLC | 5,921 | $325.6K | 0.06% | −28−0.5% | Reduced |
| Platform Technology Partners | 5,860 | $322.2K | 0.11% | +5,860 | New |
| IFG Advisory, LLC | 5,847 | $321.6K | 0.02% | +5,847 | New |
| Octavia Wealth Advisors, LLC | 5,829 | $320.5K | 0.04% | +1,767+43.5% | Added |
| Forum Financial Management, LP | 5,820 | $320.1K | 0.01% | +50+0.9% | Added |
| Avantax Planning Partners, Inc. | 5,813 | $319.7K | 0.01% | −845−12.7% | Reduced |
| V-Square Quantitative Management LLC | 5,772 | $317.9K | 0.05% | +198+3.6% | Added |
| Drive Wealth Management, LLC | 5,767 | $317.1K | 0.09% | −246−4.1% | Reduced |
| Eagle Bay Advisors LLC | 5,764 | $317.0K | 0.19% | +34+0.6% | Added |
| Atlantic Union Bankshares Corp | 5,754 | $316.4K | 0.02% | −865−13.1% | Reduced |
| Foundations Investment Advisors, LLC | 5,750 | $316.2K | 0.01% | −45−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 5,739 | $315.6K | 0.04% | +120+2.1% | Added |
| Mill Creek Capital Advisors, LLC | 5,730 | $315.1K | 0.01% | +143+2.6% | Added |
| Optas, LLC | 5,701 | $313.5K | 0.08% | +312+5.8% | Added |
| Argonautica Private Wealth Management, Inc | 5,651 | $310.7K | 0.11% | +9+0.2% | Added |
| TCG Advisory Services, LLC | 5,647 | $310.5K | 0.01% | +330+6.2% | Added |
| Atlas Brown,Inc. | 5,646 | $310.5K | 0.11% | +8+0.1% | Added |
| Diversified Trust Co | 5,564 | $306.0K | 0.01% | −190−3.3% | Reduced |
| Empire Financial Management Company, LLC | 5,546 | $305.0K | 0.10% | +1,000+22.0% | Added |
| Hexagon Capital Partners LLC | 5,523 | $303.7K | 0.07% | +403+7.9% | Added |
| Fielder Capital Group LLC | 5,521 | $303.6K | 0.12% | +5,521 | New |
| Farmers & Merchants Investments Inc | 5,461 | $300.3K | 0.01% | −705−11.4% | Reduced |
| Frisch Financial Group, Inc. | 5,455 | $300.0K | 0.09% | −1,080−16.5% | Reduced |
| Boston Financial Mangement LLC | 5,451 | $299.8K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,440 | $299.2K | 0.12% | +5,440 | New |
| Sabal Trust CO | 5,430 | $298.6K | 0.02% | +24+0.4% | Added |
| Legacy Private Trust Co. | 5,423 | $298.2K | 0.02% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 5,394 | $296.6K | 0.26% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,373 | $295.5K | 0.03% | +81+1.5% | Added |
| Keudell/Morrison Wealth Management | 5,337 | $293.5K | 0.09% | −1,719−24.4% | Reduced |
| Traphagen Investment Advisors LLC | 5,306 | $291.8K | 0.03% | +8+0.2% | Added |
| Wallace Advisory Group, LLC | 5,274 | $290.0K | 0.21% | +5,274 | New |
| Fiduciary Group LLC | 5,257 | $289.1K | 0.03% | −638−10.8% | Reduced |
| Graybill Bartz & Assoc Ltd | 5,254 | $288.9K | 0.12% | +90+1.7% | Added |
| Fulcrum Capital LLC | 5,220 | $287.0K | 0.07% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 5,212 | $286.6K | 0.02% | +200+4.0% | Added |
| Empower Advisory Group, LLC | 5,178 | $284.7K | 0.00% | −2,610−33.5% | Reduced |
| SageView Advisory Group, LLC | 5,170 | $284.3K | 0.01% | +5,170 | New |
| Transamerica Financial Advisors, Inc. | 5,155 | $284.0K | 0.03% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 5,155 | $283.5K | 0.10% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 5,146 | $283.0K | 0.10% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 5,137 | $282.5K | 0.03% | +5,137 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,132 | $282.2K | 0.07% | +5,132 | New |
| Franklin Street Advisors Inc | 5,123 | $282.0K | 0.02% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,125 | $281.8K | 0.12% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 5,100 | $280.4K | 0.22% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,076 | $279.1K | 0.03% | +276+5.8% | Added |
| Wambolt & Associates, LLC | 5,099 | $278.9K | 0.08% | −982−16.1% | Reduced |
| Hancock Whitney Corp | 5,055 | $278.0K | 0.01% | +606+13.6% | Added |
| AdvisorNet Financial, Inc | 5,033 | $276.8K | 0.03% | +417+9.0% | Added |