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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 104,800 | $6.81M | 0.22% | 00.0% | Unchanged |
| Fiera Capital Corp | 105,681 | $6.87M | 0.02% | −943−0.9% | Reduced |
| Portland Global Advisors LLC | 105,900 | $6.88M | 0.86% | +1,705+1.6% | Added |
| Hamilton Point Investment Advisors, LLC | 107,230 | $6.97M | 1.26% | −1,549−1.4% | Reduced |
| Keating Investment Counselors Inc | 107,438 | $6.98M | 2.08% | −165−0.2% | Reduced |
| Eldred Rock Partners, LLC | 108,955 | $7.08M | 2.37% | +59,241+119.2% | Added |
| Oak Ridge Investments LLC | 109,854 | $7.14M | 0.62% | +7,196+7.0% | Added |
| Mediolanum International Funds Ltd | 109,393 | $7.17M | 0.10% | +109,393 | New |
| Wealth Enhancement Advisory Services, LLC | 110,528 | $7.18M | 0.02% | +15,941+16.9% | Added |
| Guyasuta Investment Advisors Inc | 111,389 | $7.24M | 0.45% | −7,766−6.5% | Reduced |
| Quantinno Capital Management LP | 111,444 | $7.24M | 0.09% | +18,224+19.5% | Added |
| Auxier Asset Management | 112,693 | $7.32M | 1.08% | −500.0% | Reduced |
| Blair William & Co | 119,780 | $7.78M | 0.02% | −4,077−3.3% | Reduced |
| Old Mission Capital LLC | 121,735 | $7.91M | 0.17% | −101,082−45.4% | Reduced |
| Silvercrest Asset Management Group LLC | 123,365 | $8.01M | 0.05% | −1,758−1.4% | Reduced |
| Beacon Pointe Advisors, LLC | 124,632 | $8.10M | 0.09% | −29,451−19.1% | Reduced |
| Oxbow Advisors, LLC | 126,357 | $8.21M | 0.81% | +709+0.6% | Added |
| CWM, LLC | 126,407 | $8.21M | 0.04% | −10,807−7.9% | Reduced |
| Windle Wealth, LLC | 128,090 | $8.32M | 4.52% | −220−0.2% | Reduced |
| One Capital Management, LLC | 128,379 | $8.34M | 0.27% | −2,432−1.9% | Reduced |
| Chartwell Investment Partners, LLC | 129,692 | $8.43M | 0.29% | +446+0.3% | Added |
| US Bancorp | 130,757 | $8.49M | 0.01% | +10,759+9.0% | Added |
| Snowden Capital Advisors LLC | 131,086 | $8.52M | 0.25% | +9,203+7.6% | Added |
| Destination Wealth Management | 132,755 | $8.62M | 0.27% | −2,919−2.2% | Reduced |
| Sanders Capital, LLC | 134,370 | $8.73M | 0.01% | −4,630−3.3% | Reduced |
| Bryn Mawr Trust Co | 136,118 | $8.84M | 0.16% | −263−0.2% | Reduced |
| HRT Financial LP | 136,181 | $8.85M | 0.04% | +136,181 | New |
| Alerus Financial NA | 137,001 | $8.90M | 0.65% | −7,358−5.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 141,258 | $8.91M | 0.08% | +46,327+48.8% | Added |
| XML Financial, LLC | 137,416 | $8.93M | 0.83% | −7,767−5.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 141,488 | $9.19M | 0.28% | +4,283+3.1% | Added |
| Lowe Brockenbrough & Co Inc | 141,900 | $9.22M | 0.59% | −42,977−23.2% | Reduced |
| Advocate Group LLC | 142,100 | $9.23M | 1.67% | +544+0.4% | Added |
| First Personal Financial Services | 143,496 | $9.32M | 1.97% | −33,802−19.1% | Reduced |
| Clean Yield Group | 147,006 | $9.55M | 3.04% | −22,507−13.3% | Reduced |
| Systematic Alpha Investments, LLC | 147,881 | $9.61M | 0.35% | 00.0% | Unchanged |
| NewSquare Capital LLC | 148,973 | $9.68M | 0.77% | −1,023−0.7% | Reduced |
| Guardian Capital LP | 149,462 | $9.71M | 0.36% | −207−0.1% | Reduced |
| Templeton & Phillips Capital Management, LLC | 150,191 | $9.76M | 7.58% | −2,560−1.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 150,944 | $9.81M | 0.03% | +2,007+1.3% | Added |
| Charles Schwab Investment Management Inc | 151,027 | $9.81M | 0.00% | +31,186+26.0% | Added |
| Russell Investments Group, Ltd. | 151,704 | $9.85M | 0.01% | +11,490+8.2% | Added |
| Warren Averett Asset Management, LLC | 152,101 | $9.88M | 0.18% | −19,742−11.5% | Reduced |
| Nicholas Company, Inc. | 153,210 | $9.95M | 0.16% | −20,340−11.7% | Reduced |
| D. E. Shaw & Co., Inc. | 154,572 | $10.0M | 0.01% | +154,572 | New |
| Sustainable Growth Advisers, LP | 158,944 | $10.3M | 0.04% | −27,051−14.5% | Reduced |
| Pathstone Holdings, LLC | 161,095 | $10.5M | 0.05% | −956−0.6% | Reduced |
| Kornitzer Capital Management Inc | 162,948 | $10.6M | 0.20% | +60.0% | Added |
| ProVise Management Group, LLC | 165,689 | $10.8M | 0.85% | +4,430+2.7% | Added |
| American Assets Investment Management, LLC | 170,000 | $11.0M | 0.97% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 170,276 | $11.1M | 0.41% | −3,359−1.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 171,384 | $11.1M | 0.05% | +171,384 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 176,738 | $11.5M | 0.04% | −812,578−82.1% | Reduced |
| Verition Fund Management LLC | 180,026 | $11.7M | 0.08% | +180,026 | New |
| Rockland Trust Co | 182,424 | $11.9M | 0.58% | −2,135−1.2% | Reduced |
| Managed Asset Portfolios, LLC | 183,407 | $11.9M | 1.68% | −1,773−1.0% | Reduced |
| Federated Hermes, Inc. | 184,464 | $12.0M | 0.03% | −8,007−4.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 191,523 | $12.4M | 2.37% | −955−0.5% | Reduced |
| Manning & Napier Advisors LLC | 193,618 | $12.6M | 0.14% | +757+0.4% | Added |
| Mercer Global Advisors Inc | 200,667 | $13.0M | 0.03% | +36,060+21.9% | Added |
| Advisor Group Holdings, Inc. | 202,517 | $13.2M | 0.03% | −19,123−8.6% | Reduced |
| Cerity Partners LLC | 205,049 | $13.3M | 0.03% | +37,255+22.2% | Added |
| Brinker Capital Investments, LLC | 207,453 | $13.5M | 0.13% | +10,408+5.3% | Added |
| Orion Portfolio Solutions, LLC | 207,453 | $13.5M | 0.13% | +10,408+5.3% | Added |
| Cetera Investment Advisers | 211,154 | $13.7M | 0.03% | −48,700−18.7% | Reduced |
| MML Investors Services, LLC | 212,242 | $13.8M | 0.05% | −19,934−8.6% | Reduced |
| Capital Fund Management S.A. | 216,956 | $14.1M | 0.16% | −52,000−19.3% | Reduced |
| QRG Capital Management, Inc. | 221,086 | $14.4M | 0.16% | +72,200+48.5% | Added |
| Jane Street Group, LLC | 228,923 | $14.9M | 0.02% | −195,167−46.0% | Reduced |
| Optiver Holding B.V. | 232,614 | $15.1M | 0.38% | +66,419+40.0% | Added |
| Clark Estates Inc | 235,000 | $15.3M | 2.84% | −140,000−37.3% | Reduced |
| Alpha Cubed Investments, LLC | 235,456 | $15.3M | 0.68% | −7,284−3.0% | Reduced |
| Kestra Advisory Services, LLC | 239,066 | $15.5M | 0.09% | −1,434−0.6% | Reduced |
| Modera Wealth Management, LLC | 240,841 | $15.6M | 0.20% | −712−0.3% | Reduced |
| Levin Capital Strategies, L.P. | 241,529 | $15.7M | 1.52% | −75,882−23.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 241,694 | $15.7M | 0.02% | −54,058−18.3% | Reduced |
| New York State Common Retirement Fund | 242,094 | $15.7M | 0.02% | +169,793+234.8% | Added |
| Euro Pacific Asset Management, LLC | 255,844 | $16.6M | 3.06% | −4,977−1.9% | Reduced |
| Polen Capital Management LLC | 257,804 | $16.7M | 0.04% | −242,910−48.5% | Reduced |
| Cresset Asset Management, LLC | 263,058 | $17.1M | 0.07% | +12,567+5.0% | Added |
| Zevin Asset Management LLC | 269,080 | $17.5M | 2.70% | −4,945−1.8% | Reduced |
| Scotia Capital Inc. | 271,739 | $17.7M | 0.09% | −7,229−2.6% | Reduced |
| Northstar Asset Management Inc | 273,247 | $17.8M | 4.36% | −7,585−2.7% | Reduced |
| TownSquare Capital, LLC | 274,718 | $17.8M | 0.21% | −507−0.2% | Reduced |
| Yacktman Asset Management LP | 281,221 | $18.3M | 0.19% | −16,647−5.6% | Reduced |
| JPMorgan Chase & Co | 292,225 | $19.0M | 0.00% | +149,111+104.2% | Added |
| Creative Planning | 295,625 | $19.2M | 0.02% | +23,718+8.7% | Added |
| Wallace Capital Management Inc. | 297,066 | $19.3M | 2.61% | −6,916−2.3% | Reduced |
| Crossmark Global Holdings, Inc. | 305,870 | $19.9M | 0.35% | +104,071+51.6% | Added |
| QV Investors Inc. | 310,264 | $20.2M | 1.78% | −84,050−21.3% | Reduced |
| SEI Investments Co | 315,638 | $20.5M | 0.03% | +64,626+25.7% | Added |
| Boston Common Asset Management, LLC | 330,856 | $21.5M | 0.56% | −34,034−9.3% | Reduced |
| Prio Wealth Limited Partnership | 331,038 | $21.5M | 0.63% | +185,014+126.7% | Added |
| Franklin Resources Inc | 346,321 | $22.4M | 0.01% | +10,268+3.1% | Added |
| Canoe Financial LP | 358,478 | $23.5M | 0.56% | +358,478 | New |
| Ingalls & Snyder LLC | 363,986 | $23.6M | 0.93% | −3,015−0.8% | Reduced |
| Mariner, LLC | 366,514 | $23.8M | 0.04% | −9,386−2.5% | Reduced |
| National Bank of Canada | 382,226 | $24.8M | 0.03% | −58,521−13.3% | Reduced |
| Compagnie Lombard Odier SCmA | 391,000 | $25.4M | 0.39% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 393,287 | $25.5M | 0.35% | +24,598+6.7% | Added |