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 |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 400 | $24.0K | 0.02% | +200+100.0% | Added |
| Barrett & Company, Inc. | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 403 | $26.2K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 404 | $26.3K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 424 | $27.5K | 0.00% | −83−16.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 440 | $28.6K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 449 | $29.0K | 0.01% | −60−11.8% | Reduced |
| Bangor Savings Bank | 469 | $30.5K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 480 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 486 | $31.6K | 0.00% | +9+1.9% | Added |
| Red Tortoise LLC | 512 | $33.3K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 515 | $33.5K | 0.00% | +515 | New |
| City State Bank | 517 | $33.6K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 542 | $35.0K | 0.02% | +542 | New |
| 1620 Investment Advisors, Inc. | 545 | $35.4K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 556 | $36.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 559 | $36.3K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 563 | $36.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 570 | $37.0K | 0.02% | +4+0.7% | Added |
| Financial Avengers, Inc. | 591 | $38.4K | 0.02% | +3+0.5% | Added |
| Avalon Trust Co | 600 | $39.0K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 605 | $39.3K | 0.01% | +405+202.5% | Added |
| Webster Bank, N. A. | 617 | $40.1K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 617 | $40.1K | 0.00% | +617 | New |
| Skopos Labs, Inc. | 620 | $40.3K | 0.01% | +620 | New |
| Financial Perspectives, Inc | 634 | $41.2K | 0.01% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 649 | $42.2K | 0.00% | −714−52.4% | Reduced |
| Oakworth Capital, Inc. | 664 | $43.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 673 | $43.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 690 | $44.8K | 0.02% | +10+1.5% | Added |
| Evolution Advisers, Inc. | 707 | $45.0K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 710 | $46.1K | 0.00% | +110+18.3% | Added |
| Boyd Watterson Asset Management LLC | 718 | $46.6K | 0.01% | −334−31.7% | Reduced |
| Atticus Wealth Management, LLC | 719 | $46.7K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 740 | $48.1K | 0.01% | +740 | New |
| Laurel Wealth Advisors LLC | 768 | $49.9K | 0.01% | −100−11.5% | Reduced |
| Sunbelt Securities, Inc. | 802 | $52.1K | 0.01% | +150+23.0% | Added |
| Sugarloaf Wealth Management, LLC | 809 | $52.6K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 813 | $52.8K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 825 | $53.6K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 828 | $53.8K | 0.01% | +1+0.1% | Added |
| Financial Management Professionals, Inc. | 846 | $55.0K | 0.01% | +79+10.3% | Added |
| St Germain D J Co Inc | 861 | $55.9K | 0.00% | +332+62.8% | Added |
| Continuum Advisory, LLC | 1,001 | $57.5K | 0.01% | +30+3.1% | Added |
| Planned Solutions, Inc. | 900 | $58.5K | 0.02% | +900 | New |
| SOA Wealth Advisors, LLC. | 939 | $61.0K | 0.01% | +5+0.5% | Added |
| Prestige Wealth Management Group LLC | 950 | $61.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 956 | $62.1K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 972 | $63.1K | 0.01% | +972 | New |
| Castleview Partners, LLC | 999 | $64.9K | 0.04% | −258−20.5% | Reduced |
| Missouri Trust & Investment Co | 1,000 | $65.0K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,000 | $65.0K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,063 | $69.1K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,076 | $69.9K | 0.03% | +170+18.8% | Added |
| LFA - Lugano Financial Advisors SA | 1,100 | $71.5K | 0.05% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,245 | $71.5K | 0.01% | +8+0.6% | Added |
| Westside Investment Management, Inc. | 1,123 | $73.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,139 | $74.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,161 | $75.4K | 0.01% | +34+3.0% | Added |
| Strengthening Families & Communities, LLC | 1,200 | $78.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,211 | $78.7K | 0.01% | −35−2.8% | Reduced |
| West Branch Capital LLC | 1,226 | $79.6K | 0.03% | −1,496−55.0% | Reduced |
| CNB Bank | 1,229 | $79.8K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,259 | $81.8K | 0.00% | +650+106.7% | Added |
| Central Trust Co | 1,307 | $84.9K | 0.00% | −2−0.2% | Reduced |
| Rosenberg Matthew Hamilton | 1,323 | $85.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,372 | $89.2K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,392 | $90.4K | 0.06% | 00.0% | Unchanged |
| Field & Main Bank | 1,425 | $92.6K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,468 | $95.4K | 0.24% | +5+0.3% | Added |
| Evermay Wealth Management LLC | 1,485 | $96.5K | 0.02% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1,500 | $97.4K | 0.01% | −1,500−50.0% | Reduced |
| Salem Investment Counselors Inc | 1,517 | $98.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,627 | $105.7K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,669 | $108.4K | 0.02% | +269+19.2% | Added |
| Chilton Capital Management LLC | 1,711 | $111.1K | 0.00% | +51+3.1% | Added |
| Carmichael Hill & Associates, Inc. | 1,774 | $115.2K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,812 | $117.7K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,836 | $119.3K | 0.02% | 00.0% | Unchanged |
| Hara Capital LLC | 1,882 | $122.3K | 0.08% | +1,882 | New |
| CoreCap Advisors, LLC | 1,913 | $124.3K | 0.01% | +1,913 | New |
| HHM Wealth Advisors, LLC | 1,922 | $124.9K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,950 | $126.7K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,001 | $130.0K | 0.01% | +154+8.3% | Added |
| Global Trust Asset Management, LLC | 2,062 | $133.9K | 0.05% | −275−11.8% | Reduced |
| Rothschild Investment LLC | 2,081 | $135.2K | 0.01% | +131+6.7% | Added |
| Cape Investment Advisory, Inc. | 2,159 | $140.3K | 0.06% | +477+28.4% | Added |
| Barclays PLC | 2,199 | $142.8K | 0.00% | +957+77.1% | Added |
| Ci Investments Inc. | 2,196 | $143.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,351 | $152.7K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,360 | $153.0K | 0.00% | −5,467−69.8% | Reduced |
| Reuter James Wealth Management, LLC | 2,454 | $159.4K | 0.03% | +2,454 | New |
| Park Place Capital Corp | 2,487 | $161.6K | 0.05% | −2,153−46.4% | Reduced |
| SL Advisors, LLC | 2,590 | $168.2K | 0.30% | +2,590 | New |
| Montag A & Associates Inc | 2,600 | $168.9K | 0.01% | −350−11.9% | Reduced |
| Walleye Capital LLC | 2,669 | $173.4K | 0.00% | +238+9.8% | Added |