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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 2,690 | $174.7K | 0.04% | −95−3.4% | Reduced |
| West Paces Advisors Inc. | 2,700 | $175.4K | 0.04% | +2,500+1,250.0% | Added |
| Creative Financial Designs Inc | 2,781 | $180.7K | 0.02% | +181+7.0% | Added |
| Heritage Wealth Advisors | 2,815 | $182.9K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,900 | $188.4K | 0.02% | −90−3.0% | Reduced |
| Harbour Investments, Inc. | 3,013 | $195.7K | 0.01% | −21−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,078 | $200.0K | 0.01% | −1,025−25.0% | Reduced |
| Catalina Capital Group, LLC | 3,083 | $200.3K | 0.07% | +3,083 | New |
| Coastwise Capital Group, LLC | 3,090 | $200.7K | 0.17% | +3,090 | New |
| Western Wealth Management, LLC | 3,092 | $200.9K | 0.01% | +3,092 | New |
| Ambassador Advisors, LLC | 3,097 | $201.2K | 0.04% | +3,097 | New |
| Intergy Private Wealth, LLC | 3,101 | $201.4K | 0.08% | +3,101 | New |
| Richard C. Young & CO., LTD. | 3,124 | $202.9K | 0.02% | +3,124 | New |
| Nations Financial Group Inc, | 3,128 | $203.2K | 0.01% | +3,128 | New |
| DMG Group, LLC | 3,132 | $203.5K | 0.16% | −1,254−28.6% | Reduced |
| Cullen Investment Group, Ltd. | 3,134 | $203.6K | 0.03% | +3,134 | New |
| Quadrant Private Wealth Management, LLC | 3,146 | $204.4K | 0.05% | +3,146 | New |
| BTG Pactual Asset Management US LLC | 3,823 | $206.6K | 0.03% | +3,823 | New |
| Marble Harbor Investment Counsel, LLC | 3,200 | $207.9K | 0.02% | −1,700−34.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,205 | $208.2K | 0.19% | −2,875−47.3% | Reduced |
| Marietta Investment Partners LLC | 3,212 | $208.7K | 0.04% | +3,212 | New |
| Edmond de Rothschild Holding S.A. | 3,213 | $208.7K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,224 | $209.4K | 0.02% | +3,224 | New |
| Range Financial Group LLC | 3,231 | $209.9K | 0.29% | −7,051−68.6% | Reduced |
| Opes Wealth Management LLC | 3,243 | $210.7K | 0.04% | +3,243 | New |
| Cottonwood Capital Advisors, LLC | 3,256 | $211.5K | 0.16% | +3,256 | New |
| Retirement Planning Co of New England, Inc. | 3,260 | $211.8K | 0.11% | +3,260 | New |
| Smartleaf Asset Management LLC | 3,261 | $213.4K | 0.03% | +2,349+257.6% | Added |
| David Loasby | 3,400 | $213.9K | 0.02% | +3,400 | New |
| Stonegate Investment Group, LLC | 3,298 | $214.2K | 0.01% | −775−19.0% | Reduced |
| Klingenstein Fields & Co LP | 3,325 | $216.0K | 0.01% | +3,325 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,327 | $216.1K | 0.02% | +3,327 | New |
| Arlington Trust Co LLC | 3,333 | $216.5K | 0.05% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 3,338 | $216.8K | 0.04% | +3,338 | New |
| Washington Trust Co | 3,350 | $217.6K | 0.01% | −38−1.1% | Reduced |
| MMBG Investment Advisors Co. | 3,381 | $219.6K | 0.02% | +3,381 | New |
| Mystic Asset Management, Inc. | 3,400 | $220.9K | 0.08% | +3,400 | New |
| Trust Point Inc. | 3,427 | $222.6K | 0.02% | −284−7.7% | Reduced |
| Maia Wealth LLC | 3,589 | $223.6K | 0.06% | +3,589 | New |
| DGS Capital Management, LLC | 3,456 | $224.5K | 0.06% | +3,456 | New |
| Integrated Advisors Network LLC | 3,461 | $224.8K | 0.01% | −206−5.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,473 | $225.6K | 0.03% | +3,473 | New |
| Brookstone Capital Management | 3,479 | $226.0K | 0.00% | +3,479 | New |
| Kovack Advisors, Inc. | 3,492 | $226.8K | 0.02% | −205−5.5% | Reduced |
| Cladis Investment Advisory, LLC | 3,500 | $227.4K | 0.16% | −3,000−46.2% | Reduced |
| Verity & Verity, LLC | 3,500 | $227.4K | 0.02% | −1,500−30.0% | Reduced |
| Boston Family Office LLC | 3,511 | $228.0K | 0.02% | −387−9.9% | Reduced |
| HBK Sorce Advisory LLC | 3,511 | $228.0K | 0.01% | +3,511 | New |
| Nixon Peabody Trust Co | 3,512 | $228.1K | 0.02% | +3,512 | New |
| United Community Bank | 3,515 | $228.3K | 0.09% | −35−1.0% | Reduced |
| Abel Hall, LLC | 3,524 | $228.9K | 0.15% | +3,524 | New |
| Community Financial Services Group, LLC | 3,529 | $229.2K | 0.05% | +3,529 | New |
| Knightsbridge Asset Management, LLC | 3,533 | $229.5K | 0.05% | +3,533 | New |
| Holderness Investments Co | 3,542 | $230.1K | 0.05% | +3,542 | New |
| 9258 Wealth Management, LLC | 3,576 | $232.3K | 0.03% | −79−2.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,587 | $233.0K | 0.07% | +501+16.2% | Added |
| Baker Tilly Wealth Management, LLC | 3,592 | $233.3K | 0.10% | −5,691−61.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,592 | $233.4K | 0.01% | −61−1.7% | Reduced |
| High Net Worth Advisory Group LLC | 3,593 | $233.4K | 0.07% | +3,593 | New |
| Moody Lynn & Lieberson, LLC | 3,604 | $234.1K | 0.01% | +3,604 | New |
| Frisch Financial Group, Inc. | 3,622 | $235.0K | 0.07% | −1,833−33.6% | Reduced |
| Sittner & Nelson, LLC | 3,633 | $236.0K | 0.11% | +7+0.2% | Added |
| Code Waechter LLC | 3,632 | $236.0K | 0.22% | +3,632 | New |
| Bruce G. Allen Investments, LLC | 3,636 | $236.2K | 0.18% | +865+31.2% | Added |
| Capital Analysts, LLC | 3,661 | $238.0K | 0.01% | −66−1.8% | Reduced |
| Keudell/Morrison Wealth Management | 3,667 | $238.2K | 0.06% | −1,670−31.3% | Reduced |
| Berry Wealth Group, LP | 3,679 | $239.0K | 0.17% | +3,679 | New |
| Hemenway Trust Co LLC | 3,682 | $239.2K | 0.02% | −271−6.9% | Reduced |
| Azimuth Capital Investment Management LLC | 3,735 | $242.6K | 0.01% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 3,743 | $243.1K | 0.01% | −1,033−21.6% | Reduced |
| Alera Investment Advisors, LLC | 3,746 | $243.3K | 0.03% | +3,746 | New |
| Alan B. Lancz & Associates, Inc. | 3,750 | $243.6K | 0.22% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,862 | $243.7K | 0.04% | −5−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 3,760 | $244.3K | 0.00% | +18+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 3,798 | $246.7K | 0.02% | +97+2.6% | Added |
| USA Financial Portformulas Corp | 3,799 | $246.8K | 0.04% | −496−11.5% | Reduced |
| Keel Point, LLC | 3,799 | $246.8K | 0.02% | +90+2.4% | Added |
| Riverview Trust Co | 3,849 | $250.0K | 0.22% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 3,867 | $251.2K | 0.12% | +3,867 | New |
| S.A. Mason LLC | 3,883 | $252.2K | 0.13% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,949 | $256.5K | 0.01% | −561−12.4% | Reduced |
| Wealthstream Advisors, Inc. | 3,985 | $258.8K | 0.05% | +81+2.1% | Added |
| Spears Abacus Advisors LLC | 3,987 | $259.0K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,009 | $260.4K | 0.02% | +4,009 | New |
| Newman Dignan & Sheerar, Inc. | 4,200 | $262.7K | 0.06% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,044 | $262.7K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,064 | $264.0K | 0.00% | +420+11.5% | Added |
| Toronto Dominion Bank | 4,076 | $264.8K | 0.00% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 4,091 | $265.7K | 0.03% | +4,091 | New |
| FinTrust Capital Advisors, LLC | 4,093 | $265.9K | 0.05% | −66−1.6% | Reduced |
| Moneta Group Investment Advisors LLC | 4,123 | $267.8K | 0.00% | +4,123 | New |
| Oarsman Capital, Inc. | 4,133 | $268.5K | 0.05% | +4,133 | New |
| Balanced Rock Investment Advisor | 4,148 | $269.5K | 0.21% | −341−7.6% | Reduced |
| Broadwater Capital Management LLC | 4,150 | $269.6K | 0.20% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 4,168 | $270.8K | 0.01% | −448−9.7% | Reduced |
| Symphony Financial, Ltd. Co. | 4,144 | $271.2K | 0.04% | +16+0.4% | Added |
| Somerville Kurt F | 4,242 | $275.6K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,264 | $277.0K | 0.02% | +342+8.7% | Added |
| Moseley Investment Management Inc | 4,264 | $277.0K | 0.11% | +46+1.1% | Added |
| Transamerica Financial Advisors, Inc. | 4,254 | $277.0K | 0.03% | −901−17.5% | Reduced |