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, Q3 2024
Institutional positions in Unilever PLC as of Sep 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
- 1,175
- +76 vs. Q2 2024
- Shares held
- 218.9M
- −3.24M (−1.5%) vs. Q2 2024
- Total value
- $14.2B
- +$1.98B (+16.2%) vs. Q2 2024
- New holders
- 137
- 366 more added
- Sold out
- 61
- 465 more reduced
12 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 50,762 | $3.30M | 0.31% | −2,375−4.5% | Reduced |
| Invesco Ltd. | 50,819 | $3.30M | 0.00% | −5,300−9.4% | Reduced |
| Pensionmark Financial Group, LLC | 50,955 | $3.31M | 0.10% | +50,955 | New |
| JCIC Asset Management Inc. | 51,210 | $3.33M | 1.36% | +51,210 | New |
| Wetherby Asset Management Inc | 51,269 | $3.33M | 0.15% | −704−1.4% | Reduced |
| Prosperity Consulting Group, LLC | 51,406 | $3.34M | 0.26% | −9,896−16.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 52,289 | $3.40M | 0.03% | +2,048+4.1% | Added |
| Guardian Capital Advisors LP | 52,690 | $3.41M | 0.34% | +445+0.9% | Added |
| Meridian Wealth Management, LLC | 52,498 | $3.41M | 0.17% | +52,498 | New |
| Hall Laurie J Trustee | 52,743 | $3.43M | 1.09% | −1,090−2.0% | Reduced |
| Kanawha Capital Management LLC | 53,823 | $3.50M | 0.25% | −2,121−3.8% | Reduced |
| Fullcircle Wealth LLC | 55,946 | $3.50M | 1.57% | −215−0.4% | Reduced |
| Anchor Capital Advisors LLC | 53,955 | $3.50M | 0.09% | −118−0.2% | Reduced |
| Concurrent Investment Advisors, LLC | 54,108 | $3.51M | 0.10% | −61−0.1% | Reduced |
| Redmond Asset Management, LLC | 54,396 | $3.53M | 1.11% | +873+1.6% | Added |
| Davenport & Co LLC | 54,993 | $3.57M | 0.02% | −613−1.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 55,100 | $3.58M | 0.03% | −1,229,210−95.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 55,630 | $3.61M | 0.09% | +55,630 | New |
| Advisory Services Network, LLC | 65,717 | $3.61M | 0.07% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 56,011 | $3.64M | 0.93% | −817−1.4% | Reduced |
| Heartland Advisors Inc | 56,036 | $3.64M | 0.19% | −1,748−3.0% | Reduced |
| Prentiss Smith & Co Inc | 56,079 | $3.64M | 2.33% | −980−1.7% | Reduced |
| Allen Capital Group, LLC | 56,260 | $3.65M | 0.46% | +3,006+5.6% | Added |
| Ritholtz Wealth Management | 56,402 | $3.66M | 0.11% | +18,034+47.0% | Added |
| Stephens Inc | 56,548 | $3.67M | 0.05% | −1,326−2.3% | Reduced |
| Old Port Advisors | 56,951 | $3.70M | 1.03% | −1,004−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 57,090 | $3.71M | 0.00% | +53,555+1,515.0% | Added |
| Strategic Advisors LLC | 57,112 | $3.71M | 0.69% | 00.0% | Unchanged |
| apricus wealth, LLC | 57,704 | $3.75M | 2.47% | −4,158−6.7% | Reduced |
| Millennium Management LLC | 57,764 | $3.75M | 0.00% | −1,100,044−95.0% | Reduced |
| Naviter Wealth, LLC | 57,891 | $3.76M | 0.52% | −1,100−1.9% | Reduced |
| Dakota Wealth Management | 58,353 | $3.79M | 0.09% | −301−0.5% | Reduced |
| Rhumbline Advisers | 59,091 | $3.84M | 0.00% | +2,385+4.2% | Added |
| Cary Street Partners Asset Management LLC | 59,150 | $3.84M | 0.51% | −594−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 59,569 | $3.87M | 0.01% | +3,149+5.6% | Added |
| Trajan Wealth LLC | 60,561 | $3.93M | 0.23% | +8,137+15.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 60,800 | $3.95M | 0.01% | +2,938+5.1% | Added |
| Royce & Associates LP | 61,000 | $3.96M | 0.04% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 61,107 | $3.97M | 0.12% | +9,475+18.4% | Added |
| HSBC Holdings PLC | 61,287 | $3.98M | 0.00% | −1,164,126−95.0% | Reduced |
| Perpetual Ltd | 62,507 | $4.06M | 0.04% | −7,285−10.4% | Reduced |
| Private Advisor Group, LLC | 62,819 | $4.08M | 0.03% | −504−0.8% | Reduced |
| Courier Capital LLC | 62,985 | $4.09M | 0.28% | −1,024−1.6% | Reduced |
| Smithbridge Asset Management Inc | 63,138 | $4.10M | 0.71% | +2,748+4.6% | Added |
| Hantz Financial Services, Inc. | 63,164 | $4.10M | 0.07% | −26,972−29.9% | Reduced |
| Logan Capital Management Inc | 63,468 | $4.12M | 0.17% | +2,176+3.6% | Added |
| Keybank National Association | 63,946 | $4.15M | 0.02% | −579−0.9% | Reduced |
| Keene & Associates, Inc. | 64,092 | $4.16M | 3.15% | −1,036−1.6% | Reduced |
| Gilman Hill Asset Management, LLC | 64,592 | $4.20M | 0.70% | −280−0.4% | Reduced |
| Berkshire Bank | 64,741 | $4.21M | 0.99% | +4,839+8.1% | Added |
| Mutual Advisors, LLC | 67,959 | $4.23M | 0.12% | −1,612−2.3% | Reduced |
| Beacon Financial Group | 66,040 | $4.29M | 0.46% | −2,441−3.6% | Reduced |
| GYL Financial Synergies, LLC | 68,068 | $4.42M | 0.33% | +2,818+4.3% | Added |
| Arlington Partners LLC | 69,149 | $4.49M | 1.76% | +9,270+15.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 69,193 | $4.49M | 0.01% | −2,716−3.8% | Reduced |
| Atria Wealth Solutions, Inc. | 69,366 | $4.51M | 0.05% | +454+0.7% | Added |
| Baird Financial Group, Inc. | 69,585 | $4.52M | 0.01% | −89,584−56.3% | Reduced |
| Exencial Wealth Advisors, LLC | 69,780 | $4.53M | 0.16% | −770−1.1% | Reduced |
| Tweedy, Browne Co LLC | 70,274 | $4.56M | 0.22% | −27,419−28.1% | Reduced |
| Dynamic Advisor Solutions LLC | 70,815 | $4.60M | 0.14% | −1,364−1.9% | Reduced |
| JustInvest LLC | 71,246 | $4.63M | 0.07% | +8,140+12.9% | Added |
| Prime Capital Investment Advisors, LLC | 71,331 | $4.63M | 0.07% | −31,043−30.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 72,965 | $4.74M | 0.25% | −5,278−6.7% | Reduced |
| Sandy Spring Bank | 73,038 | $4.74M | 0.20% | −1,499−2.0% | Reduced |
| Azzad Asset Management Inc | 73,564 | $4.78M | 0.54% | +669+0.9% | Added |
| Rockefeller Capital Management L.P. | 74,476 | $4.83M | 0.01% | −3,441−4.4% | Reduced |
| Haverford Trust Co | 75,509 | $4.91M | 0.05% | +679+0.9% | Added |
| Great Valley Advisor Group, Inc. | 75,714 | $4.92M | 0.12% | +7,581+11.1% | Added |
| Avantax Advisory Services, Inc. | 75,725 | $4.92M | 0.03% | +2,305+3.1% | Added |
| Bonness Enterprises Inc | 76,040 | $4.94M | 1.64% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 77,563 | $5.04M | 0.87% | −1,109−1.4% | Reduced |
| NewEdge Wealth, LLC | 77,723 | $5.05M | 0.09% | +19,930+34.5% | Added |
| Autumn Glory Partners, LLC | 77,829 | $5.06M | 1.94% | +12,436+19.0% | Added |
| Pinkerton Retirement Specialists, LLC | 79,824 | $5.19M | 0.75% | −215−0.3% | Reduced |
| Gabelli Funds LLC | 79,869 | $5.19M | 0.04% | −63,800−44.4% | Reduced |
| Clear Street Markets LLC | 175,561 | $5.22M | 3.36% | +174,213+12,923.8% | Added |
| Northwestern Mutual Wealth Management Co | 80,419 | $5.22M | 0.00% | +2,531+3.2% | Added |
| Todd Asset Management LLC | 81,091 | $5.27M | 0.12% | +39,898+96.9% | Added |
| Tevis Investment Management | 82,066 | $5.33M | 3.94% | +1,203+1.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 82,220 | $5.34M | 1.54% | −150−0.2% | Reduced |
| Motco | 85,619 | $5.56M | 0.56% | −10,830−11.2% | Reduced |
| Ethic Inc. | 110,836 | $5.56M | 0.14% | −17,390−13.6% | Reduced |
| Regions Financial Corp | 87,069 | $5.66M | 0.04% | +8,434+10.7% | Added |
| Advisory Research Inc | 88,467 | $5.75M | 1.02% | +32,988+59.5% | Added |
| Stablepoint Partners, LLC | 88,657 | $5.76M | 1.05% | −343−0.4% | Reduced |
| Martin Capital Partners, LLC | 89,753 | $5.83M | 2.88% | −65,823−42.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 91,264 | $5.93M | 0.02% | −1,979−2.1% | Reduced |
| Butensky & Cohen Financial Security, Inc | 91,663 | $5.95M | 1.77% | −5,561−5.7% | Reduced |
| Headinvest, LLC | 93,018 | $6.04M | 1.12% | −1,325−1.4% | Reduced |
| Becker Capital Management Inc | 93,111 | $6.05M | 0.20% | −14,178−13.2% | Reduced |
| Shufro Rose & Co LLC | 111,131 | $6.11M | 0.50% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 104,510 | $6.13M | 0.04% | −1,199−1.1% | Reduced |
| Bell Bank | 94,353 | $6.13M | 0.73% | −17,912−16.0% | Reduced |
| Jacobs & Co | 96,819 | $6.29M | 0.63% | −4,951−4.9% | Reduced |
| tru Independence LLC | 98,771 | $6.42M | 1.88% | −3,939−3.8% | Reduced |
| Sound Income Strategies, LLC | 99,006 | $6.43M | 0.41% | −85,488−46.3% | Reduced |
| Kavar Capital Partners Group, LLC | 99,102 | $6.44M | 1.02% | −2,584−2.5% | Reduced |
| Coston, McIsaac & Partners | 100,045 | $6.50M | 1.83% | +1,968+2.0% | Added |
| New England Asset Management Inc | 100,425 | $6.52M | 1.02% | +755+0.8% | Added |
| Moran Wealth Management, LLC | 104,622 | $6.80M | 0.21% | −1,531−1.4% | Reduced |