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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 5,665 | $368.0K | 0.01% | −148−2.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,671 | $368.4K | 0.12% | +20+0.4% | Added |
| Seeds Investor LLC | 5,677 | $368.8K | 0.14% | +1,069+23.2% | Added |
| Diversified Trust Co | 5,706 | $370.7K | 0.01% | +142+2.6% | Added |
| Diligent Investors, LLC | 5,718 | $371.5K | 0.09% | −600−9.5% | Reduced |
| Gentry Private Wealth, LLC | 5,759 | $374.1K | 0.31% | −257−4.3% | Reduced |
| V-Square Quantitative Management LLC | 5,772 | $374.9K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,779 | $375.4K | 0.04% | +40+0.7% | Added |
| TCG Advisory Services, LLC | 5,797 | $376.6K | 0.02% | +150+2.7% | Added |
| HBW Advisory Services LLC | 5,859 | $380.6K | 0.06% | −44,283−88.3% | Reduced |
| Nilsine Partners, LLC | 5,900 | $383.3K | 0.05% | −658−10.0% | Reduced |
| Bradley Foster & Sargent Inc | 5,910 | $383.9K | 0.01% | −2,510−29.8% | Reduced |
| ICONIQ Capital, LLC | 5,919 | $384.5K | 0.01% | +5,919 | New |
| CVA Family Office, LLC | 5,921 | $384.6K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,931 | $385.3K | 0.11% | −273−4.4% | Reduced |
| Mitchell Sinkler & Starr | 5,940 | $385.9K | 0.10% | +91+1.6% | Added |
| Roberts Glore & Co Inc | 5,941 | $385.9K | 0.11% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,959 | $387.1K | 0.03% | −579−8.9% | Reduced |
| Breed's Hill Capital LLC | 5,965 | $387.5K | 0.32% | +5,965 | New |
| Probity Advisors, Inc. | 5,973 | $388.0K | 0.07% | 00.0% | Unchanged |
| Phocas Financial Corp. | 6,000 | $389.8K | 0.06% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,000 | $389.8K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,011 | $390.5K | 0.01% | +261+4.5% | Added |
| Tru Independence Asset Management 2, LLC | 6,084 | $395.2K | 0.33% | +6,084 | New |
| Inscription Capital, LLC | 6,158 | $400.0K | 0.06% | +78+1.3% | Added |
| Wolverine Trading, LLC | 6,117 | $400.3K | 0.01% | +6,117 | New |
| Forum Financial Management, LP | 6,162 | $400.3K | 0.01% | +342+5.9% | Added |
| Cetera Trust Company, N.A | 6,195 | $402.4K | 0.25% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 6,219 | $404.0K | 0.04% | +4+0.1% | Added |
| Independent Advisor Alliance | 6,233 | $404.9K | 0.01% | −895−12.6% | Reduced |
| Octavia Wealth Advisors, LLC | 6,241 | $405.4K | 0.05% | +412+7.1% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 6,245 | $405.7K | 0.29% | +6,245 | New |
| U.S. Capital Wealth Advisors, LLC | 6,264 | $406.9K | 0.01% | +10.0% | Added |
| Aptus Capital Advisors, LLC | 6,299 | $409.2K | 0.01% | +349+5.9% | Added |
| Mane Global Capital Management LP | 6,314 | $410.2K | 0.03% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 6,331 | $411.3K | 0.33% | −27−0.4% | Reduced |
| Cornerstone Wealth Group, LLC | 6,371 | $413.9K | 0.03% | −351−5.2% | Reduced |
| Lincoln Capital LLC | 6,385 | $414.8K | 0.09% | −49−0.8% | Reduced |
| Tyler-Stone Wealth Management | 6,396 | $415.5K | 0.08% | +3,198+100.0% | Added |
| Boothbay Fund Management, LLC | 6,406 | $416.1K | 0.01% | −8,639−57.4% | Reduced |
| Breakwater Capital Group | 6,412 | $416.5K | 0.08% | −971−13.2% | Reduced |
| Bridgefront Capital, LLC | 6,471 | $420.4K | 0.16% | +6,471 | New |
| First Trust Investment Solutions L.P. | 6,473 | $420.5K | 0.05% | +6,473 | New |
| O'Brien Greene & Co. Inc | 6,479 | $420.9K | 0.13% | −174−2.6% | Reduced |
| Arkadios Wealth Advisors | 6,481 | $421.0K | 0.02% | +2,325+55.9% | Added |
| Port Capital LLC | 6,500 | $422.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,501 | $422.3K | 0.06% | +11+0.2% | Added |
| Aries Wealth Management | 6,529 | $424.1K | 0.12% | −200−3.0% | Reduced |
| Monticello Wealth Management, LLC | 6,570 | $426.8K | 0.04% | +48+0.7% | Added |
| Hazlett, Burt & Watson, Inc. | 6,606 | $427.0K | 0.20% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,593 | $428.3K | 0.06% | −54−0.8% | Reduced |
| Ti-Trust, Inc | 6,625 | $430.4K | 0.31% | 00.0% | Unchanged |
| Mather Group, LLC. | 6,634 | $430.9K | 0.01% | −4,046−37.9% | Reduced |
| Smithfield Trust Co | 6,619 | $431.0K | 0.02% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 6,725 | $436.9K | 0.08% | 00.0% | Unchanged |
| Hancock Whitney Corp | 6,792 | $441.2K | 0.01% | +1,737+34.4% | Added |
| New Wave Wealth Advisors LLC | 6,819 | $443.0K | 0.20% | −262−3.7% | Reduced |
| Heritage Oak Wealth Advisors LLC | 6,819 | $443.0K | 0.20% | +6,819 | New |
| Sterling Investment Advisors, Ltd. | 6,926 | $449.9K | 0.11% | −250−3.5% | Reduced |
| Blueshift Asset Management, LLC | 6,952 | $451.6K | 0.11% | +6,952 | New |
| Fca Corp | 7,000 | $454.7K | 0.14% | 00.0% | Unchanged |
| Golden State Equity Partners | 7,009 | $455.3K | 0.07% | +7,009 | New |
| Freestone Capital Holdings, LLC | 7,012 | $455.5K | 0.02% | −237−3.3% | Reduced |
| Parsons Capital Management Inc | 7,014 | $455.6K | 0.03% | −50−0.7% | Reduced |
| Congress Wealth Management LLC | 7,029 | $456.7K | 0.01% | +7,029 | New |
| Beese Fulmer Investment Management, Inc. | 7,032 | $456.8K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 7,073 | $459.5K | 0.04% | −490−6.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,124 | $462.8K | 0.02% | +7,124 | New |
| Aspen Grove Capital, LLC | 7,145 | $464.2K | 0.10% | +191+2.7% | Added |
| Optas, LLC | 7,147 | $464.3K | 0.11% | +1,446+25.4% | Added |
| United Advisor Group, LLC | 7,205 | $468.0K | 0.11% | +7,205 | New |
| Carnegie Capital Asset Management, LLC | 7,239 | $470.3K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,252 | $471.1K | 0.01% | −203−2.7% | Reduced |
| Graypoint LLC | 7,317 | $475.3K | 0.03% | +25+0.3% | Added |
| Aprio Wealth Management, LLC | 7,387 | $479.9K | 0.08% | −617−7.7% | Reduced |
| Douglas Lane & Associates, LLC | 7,394 | $480.3K | 0.01% | −350−4.5% | Reduced |
| Byrne Asset Management LLC | 7,400 | $480.7K | 0.33% | – | – |
| Cohen Investment Advisors LLC | 7,418 | $481.9K | 0.29% | −975−11.6% | Reduced |
| Rehmann Capital Advisory Group | 7,402 | $483.4K | 0.03% | +570+8.3% | Added |
| Gallacher Capital Management LLC | 7,447 | $483.7K | 0.22% | −128−1.7% | Reduced |
| Cordatus Wealth Management LLC | 7,484 | $486.0K | 0.17% | 00.0% | Unchanged |
| Searle & Co. | 7,500 | $487.2K | 0.12% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 7,583 | $492.5K | 0.01% | +456+6.4% | Added |
| FourThought Financial Partners, LLC | 7,595 | $493.4K | 0.06% | −332−4.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,627 | $495.4K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 7,648 | $496.8K | 0.03% | 00.0% | Unchanged |
| Scharf Investments, LLC | 7,660 | $497.6K | 0.01% | −1,730,374−99.6% | Reduced |
| First Horizon Advisors, Inc. | 7,663 | $497.8K | 0.01% | +207+2.8% | Added |
| BSW Wealth Partners | 7,679 | $498.9K | 0.07% | +101+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 7,724 | $501.8K | 0.03% | +891+13.0% | Added |
| Rbo & Co LLC | 7,769 | $504.7K | 0.08% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 7,843 | $509.5K | 0.03% | +7,843 | New |
| Tranquilli Financial Advisor LLC | 7,942 | $515.9K | 0.32% | +20.0% | Added |
| King Luther Capital Management Corp | 7,948 | $516.3K | 0.00% | +487+6.5% | Added |
| Allen Investment Management LLC | 8,005 | $520.0K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 8,051 | $523.0K | 0.04% | −547−6.4% | Reduced |
| Valley National Advisers Inc | 8,083 | $524.0K | 0.09% | −10,159−55.7% | Reduced |
| Fulton Bank, N.A. | 8,069 | $524.2K | 0.02% | −1,429−15.0% | Reduced |
| 44 Wealth Management LLC | 8,692 | $527.1K | 0.19% | +8,692 | New |
| WealthTrust Axiom LLC | 8,154 | $529.7K | 0.16% | +77+1.0% | Added |