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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 4,269 | $277.3K | 0.02% | −643−13.1% | Reduced |
| Loomis Sayles & Co L P | 4,287 | $278.0K | 0.00% | −126−2.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,285 | $278.4K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,285 | $278.4K | 0.01% | +4,285 | New |
| Wallace Advisory Group, LLC | 5,069 | $278.7K | 0.20% | −205−3.9% | Reduced |
| Traveka Wealth, LLC | 4,304 | $279.6K | 0.14% | +296+7.4% | Added |
| Wellington Shields & Co., LLC | 4,312 | $280.1K | 0.09% | −700−14.0% | Reduced |
| Live Oak Private Wealth LLC | 4,323 | $280.8K | 0.05% | −108,145−96.2% | Reduced |
| BKD Wealth Advisors, LLC | 4,331 | $281.3K | 0.01% | +39+0.9% | Added |
| Washington Trust Advisors, Inc. | 4,341 | $282.0K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 4,354 | $282.8K | 0.04% | +161+3.8% | Added |
| Fort Sheridan Advisors LLC | 4,355 | $282.9K | 0.04% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 4,350 | $283.0K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,374 | $284.1K | 0.01% | +1,196+37.6% | Added |
| Five Oceans Advisors | 4,378 | $284.4K | 0.14% | 00.0% | Unchanged |
| Human Investing LLC | 4,384 | $284.8K | 0.05% | −302−6.4% | Reduced |
| Kuhn & Co Investment Counsel | 4,388 | $285.0K | 0.24% | 00.0% | Unchanged |
| Essex Savings Bank | 4,400 | $285.8K | 0.07% | +8+0.2% | Added |
| Alhambra Investment Partners LLC | 4,400 | $285.8K | 0.15% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 4,407 | $286.0K | 0.22% | −115−2.5% | Reduced |
| Financial Network Wealth Advisors LLC | 4,442 | $288.6K | 0.24% | −278−5.9% | Reduced |
| Cromwell Holdings LLC | 4,445 | $288.7K | 0.19% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 4,462 | $289.9K | 0.03% | −675−13.1% | Reduced |
| Boston Mountain Money Management Inc | 4,488 | $291.5K | 0.17% | +459+11.4% | Added |
| Clear Harbor Asset Management, LLC | 4,488 | $291.5K | 0.02% | +4,488 | New |
| Keeley-Teton Advisors, LLC | 4,500 | $292.3K | 0.03% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 4,501 | $292.4K | 0.00% | −677−13.1% | Reduced |
| M. Kulyk & Associates, LLC | 4,502 | $292.4K | 0.06% | −72−1.6% | Reduced |
| Regal Investment Advisors LLC | 4,513 | $293.2K | 0.02% | −31−0.7% | Reduced |
| Lafayette Investments, Inc. | 4,520 | $293.6K | 0.06% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 4,522 | $293.8K | 0.07% | +3+0.1% | Added |
| Embree Financial Group | 4,527 | $294.1K | 0.05% | +18+0.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,532 | $294.4K | 0.06% | +530+13.2% | Added |
| Carr Financial Group Corp | 4,532 | $294.4K | 0.09% | +8+0.2% | Added |
| Good Life Advisors, LLC | 4,536 | $294.7K | 0.02% | +196+4.5% | Added |
| Empire Financial Management Company, LLC | 4,546 | $295.3K | 0.09% | −1,000−18.0% | Reduced |
| Tradition Wealth Management, LLC | 4,548 | $295.4K | 0.03% | +30+0.7% | Added |
| Grove Bank & Trust | 4,595 | $298.5K | 0.04% | +302+7.0% | Added |
| Boston Financial Mangement LLC | 4,611 | $299.5K | 0.01% | −840−15.4% | Reduced |
| Schnieders Capital Management LLC | 4,638 | $301.3K | 0.06% | +26+0.6% | Added |
| Delta Financial Advisors LLC | 4,640 | $301.4K | 0.11% | +3+0.1% | Added |
| Chicago Trust Co NA | 4,702 | $305.4K | 0.05% | −58−1.2% | Reduced |
| Fiduciary Financial Group, LLC | 4,875 | $306.6K | 0.07% | +201+4.3% | Added |
| Seven Mile Advisory | 4,721 | $306.7K | 0.20% | +240+5.4% | Added |
| Great Diamond Partners, LLC | 4,723 | $306.8K | 0.08% | −1,740−26.9% | Reduced |
| Canandaigua National Bank & Trust Co | 4,782 | $310.6K | 0.03% | −32−0.7% | Reduced |
| First County Bank | 4,815 | $312.8K | 0.15% | −3,800−44.1% | Reduced |
| Frank, Rimerman Advisors LLC | 4,828 | $313.6K | 0.02% | −8,373−63.4% | Reduced |
| SPC Financial, Inc. | 4,875 | $316.7K | 0.03% | −100−2.0% | Reduced |
| Absher Wealth Management, LLC | 4,875 | $316.7K | 0.04% | −79−1.6% | Reduced |
| Fiduciary Group LLC | 4,884 | $317.3K | 0.03% | −373−7.1% | Reduced |
| Tacita Capital Inc | 4,900 | $318.3K | 0.21% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 4,892 | $318.5K | 0.00% | +4,892 | New |
| Augustine Asset Management Inc | 4,917 | $319.4K | 0.11% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 4,924 | $319.9K | 0.10% | −109,119−95.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,926 | $320.0K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,955 | $321.9K | 0.03% | −418−7.8% | Reduced |
| Capstone Investment Advisors, LLC | 4,957 | $322.0K | 0.01% | +4,957 | New |
| Intrua Financial, LLC | 4,965 | $322.5K | 0.05% | −966−16.3% | Reduced |
| Blue Barn Wealth, LLC | 4,975 | $323.2K | 0.17% | +636+14.7% | Added |
| Walleye Trading LLC | 4,984 | $323.8K | 0.01% | +4,984 | New |
| StoneX Group Inc. | 5,056 | $328.4K | 0.02% | +5,056 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,076 | $329.7K | 0.03% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 5,087 | $330.5K | 0.25% | −13−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 5,099 | $331.2K | 0.02% | −655−11.4% | Reduced |
| AdvisorNet Financial, Inc | 5,099 | $331.2K | 0.02% | +66+1.3% | Added |
| IFP Advisors, Inc | 5,113 | $332.2K | 0.01% | +298+6.2% | Added |
| Hexagon Capital Partners LLC | 5,117 | $332.4K | 0.06% | −406−7.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,125 | $332.9K | 0.13% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 5,123 | $333.0K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,132 | $333.4K | 0.01% | +509+11.0% | Added |
| Northwest Capital Management Inc | 5,146 | $334.3K | 0.12% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,155 | $334.9K | 0.04% | −1,175−18.6% | Reduced |
| Borer Denton & Associates, Inc. | 5,155 | $334.9K | 0.11% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,401 | $336.1K | 0.02% | +1,213+29.0% | Added |
| Resonant Capital Advisors, LLC | 5,183 | $336.7K | 0.02% | +5,183 | New |
| Net Worth Advisory Group | 5,187 | $336.9K | 0.10% | +5,187 | New |
| Arete Wealth Advisors, LLC | 5,220 | $338.0K | 0.03% | −1,989−27.6% | Reduced |
| Fulcrum Capital LLC | 5,220 | $339.1K | 0.07% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 5,254 | $341.3K | 0.13% | 00.0% | Unchanged |
| Sepio Capital, LP | 5,256 | $341.4K | 0.03% | +1,160+28.3% | Added |
| Clarius Group, LLC | 5,286 | $343.4K | 0.02% | −1,466−21.7% | Reduced |
| Platform Technology Partners | 5,304 | $344.5K | 0.11% | −556−9.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,336 | $346.6K | 0.02% | +124+2.4% | Added |
| Sage Mountain Advisors LLC | 5,341 | $347.0K | 0.03% | +571+12.0% | Added |
| Sabal Trust CO | 5,355 | $347.9K | 0.02% | −75−1.4% | Reduced |
| Traphagen Investment Advisors LLC | 5,363 | $348.4K | 0.04% | +57+1.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,369 | $348.8K | 0.08% | +237+4.6% | Added |
| Hummer Financial Advisory Services Inc | 5,394 | $350.4K | 0.28% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 5,398 | $350.7K | 0.01% | −332−5.8% | Reduced |
| Legacy Private Trust Co. | 5,423 | $352.3K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 5,446 | $353.8K | 0.09% | −321−5.6% | Reduced |
| Silverlake Wealth Management LLC | 5,455 | $354.3K | 0.14% | +15+0.3% | Added |
| Farmers & Merchants Investments Inc | 5,461 | $354.7K | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 5,500 | $357.3K | 0.00% | +1,351+32.6% | Added |
| Gryphon Financial Partners LLC | 5,504 | $357.5K | 0.05% | +1,805+48.8% | Added |
| Fielder Capital Group LLC | 5,521 | $358.6K | 0.12% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 5,569 | $361.8K | 0.25% | +5,569 | New |
| Eagle Bay Advisors LLC | 5,615 | $364.8K | 0.14% | −149−2.6% | Reduced |
| Atlas Brown,Inc. | 5,647 | $366.9K | 0.13% | +10.0% | Added |