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 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 8,190 | $532.0K | 0.10% | −925−10.1% | Reduced |
| Quotient Wealth Partners, LLC | 8,206 | $533.1K | 0.02% | −2,842−25.7% | Reduced |
| Hunter Associates Investment Management LLC | 8,250 | $536.0K | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,314 | $540.1K | 0.01% | −311−3.6% | Reduced |
| Marcum Wealth, LLC | 8,389 | $544.9K | 0.05% | −711−7.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,395 | $545.3K | 0.01% | −159−1.9% | Reduced |
| Sivia Capital Partners, LLC | 8,434 | $547.9K | 0.32% | +485+6.1% | Added |
| Chicago Capital, LLC | 8,434 | $547.9K | 0.02% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 8,469 | $550.1K | 0.04% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 8,469 | $550.1K | 0.17% | +58+0.7% | Added |
| Spinnaker Trust | 8,485 | $551.2K | 0.03% | −250−2.9% | Reduced |
| Centaurus Financial, Inc. | 8,531 | $554.0K | 0.04% | −7−0.1% | Reduced |
| Ransom Advisory, Ltd | 8,533 | $554.3K | 0.26% | −500−5.5% | Reduced |
| Phillips Wealth Planners LLC | 8,777 | $554.5K | 0.53% | −392−4.3% | Reduced |
| Country Club Bank | 8,496 | $556.0K | 0.04% | −84−1.0% | Reduced |
| Beutel, Goodman & Co Ltd. | 8,630 | $560.0K | 0.00% | −970−10.1% | Reduced |
| Private Trust Co NA | 8,677 | $563.7K | 0.06% | −572−6.2% | Reduced |
| WSFS Capital Management, LLC | 8,730 | $567.1K | 0.03% | −837−8.7% | Reduced |
| Value Partners Investments Inc. | 8,752 | $569.5K | 0.05% | +383+4.6% | Added |
| Williams Jones Wealth Management, LLC. | 8,769 | $569.6K | 0.01% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 8,825 | $573.3K | 0.17% | −150−1.7% | Reduced |
| First Hawaiian Bank | 8,828 | $573.5K | 0.02% | −14,784−62.6% | Reduced |
| RS Crum Inc. | 8,870 | $576.2K | 0.14% | −10.0% | Reduced |
| Jacobi Capital Management LLC | 8,886 | $577.2K | 0.04% | +1,038+13.2% | Added |
| Icon Wealth Advisors, LLC | 8,899 | $578.1K | 0.05% | +578+6.9% | Added |
| Hilltop National Bank | 8,931 | $580.2K | 0.18% | −190−2.1% | Reduced |
| Fort Washington Investment Advisors Inc | 8,936 | $580.5K | 0.00% | −999−10.1% | Reduced |
| Boston Trust Walden Corp | 8,970 | $582.7K | 0.00% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 8,978 | $583.2K | 0.23% | +100+1.1% | Added |
| Banco Santander, S.A. | 9,010 | $585.3K | 0.01% | +9,010 | New |
| Dana Investment Advisors, Inc. | 9,017 | $585.7K | 0.02% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 9,032 | $586.7K | 0.06% | −1,200−11.7% | Reduced |
| Kingsview Wealth Management, LLC | 9,035 | $586.9K | 0.01% | −104−1.1% | Reduced |
| Roman Butler Fullerton & Co | 9,281 | $587.7K | 0.18% | +141+1.5% | Added |
| KC Investment Advisors, LLC | 9,073 | $589.4K | 0.25% | +986+12.2% | Added |
| Riverwater Partners LLC | 9,251 | $593.4K | 0.29% | −370−3.8% | Reduced |
| Claro Advisors LLC | 9,180 | $596.3K | 0.08% | +2,005+27.9% | Added |
| Sage Rhino Capital LLC | 9,220 | $598.9K | 0.13% | +282+3.2% | Added |
| Bond & Devick Financial Network, Inc. | 9,261 | $601.6K | 0.26% | 00.0% | Unchanged |
| Thomasville National Bank | 9,267 | $602.0K | 0.04% | −40,430−81.4% | Reduced |
| Financial & Tax Architects, LLC | 9,303 | $604.3K | 0.16% | +190+2.1% | Added |
| PDS Planning, Inc | 9,338 | $606.6K | 0.05% | +657+7.6% | Added |
| Powers Advisory Group, LLC | 9,362 | $608.1K | 0.30% | −26−0.3% | Reduced |
| Wealth Alliance | 9,397 | $610.5K | 0.07% | −89−0.9% | Reduced |
| Moloney Securities Asset Management, LLC | 9,416 | $611.7K | 0.08% | −22−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 9,422 | $612.1K | 0.02% | +1,163+14.1% | Added |
| Hanson & Doremus Investment Management | 9,436 | $613.0K | 0.10% | −8,823−48.3% | Reduced |
| Ignite Planners, LLC | 9,479 | $615.7K | 0.14% | −308−3.1% | Reduced |
| West Family Investments, Inc. | 9,491 | $616.5K | 0.21% | +375+4.1% | Added |
| Level Four Advisory Services, LLC | 10,145 | $618.0K | 0.03% | −831−7.6% | Reduced |
| LGL Partners, LLC | 9,679 | $628.7K | 0.09% | −1,617−14.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 11,444 | $629.3K | 0.24% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 9,752 | $633.5K | 0.11% | −121−1.2% | Reduced |
| Ausdal Financial Partners, Inc. | 9,775 | $635.0K | 0.07% | −471−4.6% | Reduced |
| Callan Capital, LLC | 9,831 | $638.6K | 0.04% | +3,191+48.1% | Added |
| Merit Financial Group, LLC | 9,839 | $639.1K | 0.01% | −5,874−37.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,847 | $639.7K | 0.03% | +354+3.7% | Added |
| Smart Money Group LLC | 10,558 | $643.1K | 0.23% | +921+9.6% | Added |
| Cozad Asset Management Inc | 9,905 | $643.4K | 0.06% | −305−3.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 9,925 | $644.7K | 0.22% | −250−2.5% | Reduced |
| Perigon Wealth Management, LLC | 9,925 | $644.7K | 0.02% | −11−0.1% | Reduced |
| Schrum Private Wealth Management LLC | 9,932 | $645.2K | 0.33% | +3,709+59.6% | Added |
| Mezzasalma Advisors, LLC | 9,990 | $649.0K | 0.26% | +320+3.3% | Added |
| Brighton Jones LLC | 10,033 | $651.7K | 0.02% | +2,758+37.9% | Added |
| Daymark Wealth Partners, LLC | 10,063 | $653.7K | 0.03% | +538+5.6% | Added |
| Advisors Preferred, LLC | 10,131 | $654.9K | 0.10% | +10,131 | New |
| Colonial Trust Co | 10,085 | $655.1K | 0.10% | −110−1.1% | Reduced |
| Glenview Trust Co | 10,179 | $661.2K | 0.01% | −81−0.8% | Reduced |
| Chiron Capital Management, LLC | 10,218 | $663.8K | 0.59% | −8,300−44.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,797 | $664.2K | 0.00% | +1,578+14.1% | Added |
| Everstar Asset Management, LLC | 10,246 | $665.6K | 0.46% | +10,246 | New |
| Diversify Advisory Services, LLC | 10,855 | $671.7K | 0.04% | −231−2.1% | Reduced |
| Nuveen Asset Management, LLC | 10,357 | $672.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,476 | $680.5K | 0.03% | −617−5.6% | Reduced |
| Tritonpoint Wealth, LLC | 10,432 | $682.7K | 0.06% | −1,237−10.6% | Reduced |
| Mission Wealth Management, LP | 10,540 | $684.7K | 0.02% | +1,530+17.0% | Added |
| Geneos Wealth Management Inc. | 10,545 | $685.0K | 0.03% | +2,449+30.2% | Added |
| Beverly Hills Private Wealth, LLC | 10,601 | $688.7K | 0.14% | −1,949−15.5% | Reduced |
| PFG Investments, LLC | 10,602 | $688.7K | 0.04% | −313−2.9% | Reduced |
| Susquehanna International Group, LLP | 10,606 | $689.0K | 0.00% | −64,424−85.9% | Reduced |
| Twin City Private Wealth, LLC | 10,651 | $691.9K | 0.60% | −167−1.5% | Reduced |
| GAMMA Investing LLC | 10,683 | $694.0K | 0.07% | +3,517+49.1% | Added |
| Old North State Trust, LLC | 10,692 | $695.0K | 0.56% | +38+0.4% | Added |
| Physicians Financial Services, Inc. | 10,723 | $697.0K | 0.22% | +100+0.9% | Added |
| Garrett Wealth Advisory Group, LLC | 10,865 | $705.8K | 0.17% | +559+5.4% | Added |
| Leavell Investment Management, Inc. | 10,897 | $707.9K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10,979 | $713.2K | 0.00% | −2,408−18.0% | Reduced |
| Tiaa Trust, National Association | 11,070 | $719.1K | 0.00% | +926+9.1% | Added |
| Allworth Financial LP | 11,104 | $721.3K | 0.00% | −20−0.2% | Reduced |
| Rathbone Brothers plc | 11,128 | $722.4K | 0.00% | +210+1.9% | Added |
| Manchester Capital Management LLC | 11,142 | $723.8K | 0.08% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,202 | $727.7K | 0.05% | −2,838−20.2% | Reduced |
| Strategic Global Advisors, LLC | 11,213 | $728.4K | 0.14% | +5,702+103.5% | Added |
| Sandy Cove Advisors, LLC | 11,321 | $735.4K | 0.30% | +10.0% | Added |
| J.W. Cole Advisors, Inc. | 11,324 | $735.6K | 0.03% | +334+3.0% | Added |
| NBC Securities, Inc. | 11,377 | $739.0K | 0.06% | −488−4.1% | Reduced |
| Toroso Investments, LLC | 11,384 | $739.5K | 0.01% | −6,091−34.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,401 | $740.6K | 0.03% | −4,436−28.0% | Reduced |
| Shelton Capital Management | 11,446 | $743.5K | 0.02% | +226+2.0% | Added |
| Navellier & Associates Inc | 11,492 | $746.5K | 0.10% | 00.0% | Unchanged |