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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 11,498 | $746.9K | 0.09% | +11,498 | New |
| Keystone Financial Services | 11,522 | $748.5K | 0.29% | +826+7.7% | Added |
| Stock Yards Bank & Trust Co | 11,609 | $754.1K | 0.02% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 11,658 | $757.3K | 0.14% | +67+0.6% | Added |
| Integrated Wealth Concepts LLC | 11,799 | $766.5K | 0.01% | −867−6.8% | Reduced |
| Ieq Capital, LLC | 12,055 | $783.1K | 0.01% | +2,271+23.2% | Added |
| Garner Asset Management Corp | 12,070 | $784.0K | 0.36% | −1,320−9.9% | Reduced |
| Henshaw Capital LLC | 12,094 | $785.6K | 0.03% | +12,094 | New |
| Phraction Management LLC | 12,280 | $797.7K | 0.28% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 12,337 | $801.4K | 0.37% | +817+7.1% | Added |
| Fifth Third Bancorp | 12,441 | $808.2K | 0.00% | −479−3.7% | Reduced |
| Gamco Investors, Inc. Et Al | 12,475 | $810.4K | 0.01% | −1,296−9.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 12,494 | $811.6K | 0.16% | +50+0.4% | Added |
| North Star Investment Management Corp. | 12,564 | $816.2K | 0.06% | −180−1.4% | Reduced |
| BKM Wealth Management, LLC | 12,571 | $816.6K | 0.33% | −1,096−8.0% | Reduced |
| Banco de Sabadell, S.A | 12,675 | $821.0K | 0.62% | −3,568−22.0% | Reduced |
| Bridges Investment Management Inc | 12,690 | $824.3K | 0.01% | −5,360−29.7% | Reduced |
| FLC Capital Advisors | 12,762 | $829.0K | 0.19% | 00.0% | Unchanged |
| Boit C F David | 13,000 | $833.8K | 0.41% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 15,404 | $847.9K | 0.14% | +7,660+98.9% | Added |
| Global Retirement Partners, LLC | 13,054 | $848.0K | 0.03% | −908−6.5% | Reduced |
| Confluence Investment Management LLC | 13,129 | $852.9K | 0.01% | +13,129 | New |
| Lake Street Advisors Group, LLC | 13,200 | $857.4K | 0.04% | +625+5.0% | Added |
| Hartford Funds Management Co LLC | 13,220 | $858.7K | 0.08% | +395+3.1% | Added |
| Fayez Sarofim & Co | 13,237 | $859.9K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 13,360 | $867.9K | 0.09% | −720−5.1% | Reduced |
| Modern Wealth Management, LLC | 13,447 | $873.6K | 0.05% | +337+2.6% | Added |
| Roundview Capital LLC | 13,503 | $877.2K | 0.06% | −918−6.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,522 | $878.4K | 0.03% | +149+1.1% | Added |
| Flputnam Investment Management Co | 13,552 | $880.4K | 0.02% | +311+2.3% | Added |
| Excalibur Management Corp | 13,741 | $892.6K | 0.34% | −60−0.4% | Reduced |
| Evergreen Capital Management LLC | 13,796 | $896.2K | 0.03% | +3,697+36.6% | Added |
| Mengis Capital Management, Inc. | 13,862 | $900.5K | 0.18% | 00.0% | Unchanged |
| BIP Wealth, LLC | 13,867 | $900.8K | 0.06% | +13,867 | New |
| Bartlett & Co. Wealth Management LLC | 13,930 | $904.9K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,980 | $908.1K | 0.01% | −1,170−7.7% | Reduced |
| BCGM Wealth Management, LLC | 14,011 | $910.1K | 0.30% | +139+1.0% | Added |
| Berkeley Capital Partners, LLC | 14,042 | $912.2K | 0.26% | −502−3.5% | Reduced |
| Applied Finance Capital Management, LLC | 14,083 | $914.8K | 0.04% | +5,313+60.6% | Added |
| BancorpSouth Bank | 14,093 | $915.5K | 0.06% | +501+3.7% | Added |
| Valeo Financial Advisors, LLC | 14,120 | $917.2K | 0.03% | −2,595−15.5% | Reduced |
| Dearborn Partners LLC | 14,132 | $918.0K | 0.04% | +24+0.2% | Added |
| Joel Isaacson & Co., LLC | 14,135 | $918.2K | 0.04% | +10.0% | Added |
| Raab & Moskowitz Asset Management LLC | 14,178 | $921.0K | 0.23% | −170−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 14,201 | $922.5K | 0.01% | +14,201 | New |
| Insigneo Advisory Services, LLC | 14,255 | $926.0K | 0.09% | −3,557−20.0% | Reduced |
| Raelipskie Partnership | 14,257 | $926.1K | 0.45% | 00.0% | Unchanged |
| River Street Advisors LLC | 14,273 | $927.2K | 0.50% | −221−1.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 14,390 | $934.8K | 0.38% | +2,434+20.4% | Added |
| Aberdeen Wealth Management LLC | 14,427 | $937.2K | 0.62% | +10.0% | Added |
| Pitcairn Co | 14,497 | $941.7K | 0.06% | −553−3.7% | Reduced |
| Welch & Forbes LLC | 14,547 | $945.0K | 0.01% | +281+2.0% | Added |
| Savant Capital, LLC | 14,577 | $946.9K | 0.01% | +5,689+64.0% | Added |
| Semmax Financial Advisors Inc. | 16,371 | $950.2K | 0.26% | −1,256−7.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 14,750 | $958.2K | 0.40% | −332−2.2% | Reduced |
| Old National Bancorp | 14,944 | $970.8K | 0.02% | −235−1.5% | Reduced |
| Bailard, Inc. | 14,992 | $973.9K | 0.03% | −22−0.1% | Reduced |
| InTrack Investment Management Inc | 15,023 | $975.9K | 0.69% | −6,044−28.7% | Reduced |
| AQR Capital Management LLC | 15,043 | $977.2K | 0.00% | +4,247+39.3% | Added |
| Drucker Wealth 3.0, LLC | 15,097 | $980.7K | 0.24% | +300+2.0% | Added |
| Israel Discount Bank of New York | 15,323 | $995.4K | 1.48% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 15,366 | $998.2K | 0.33% | +1,279+9.1% | Added |
| Marshall Wace, LLP | 15,440 | $1.00M | 0.00% | −106,752−87.4% | Reduced |
| Thrivent Financial for Lutherans | 15,539 | $1.01M | 0.00% | +2,001+14.8% | Added |
| Ronald Blue Trust, Inc. | 18,480 | $1.02M | 0.01% | +7,726+71.8% | Added |
| EP Wealth Advisors, LLC | 15,649 | $1.02M | 0.01% | +2,428+18.4% | Added |
| Virtu Financial LLC | 15,781 | $1.02M | 0.06% | +15,781 | New |
| Summit Trail Advisors, LLC | 15,856 | $1.03M | 0.03% | +919+6.2% | Added |
| Legacy Financial Advisors, Inc. | 15,867 | $1.03M | 0.17% | −635−3.8% | Reduced |
| Lido Advisors, LLC | 15,894 | $1.03M | 0.01% | +7,130+81.4% | Added |
| LCM Capital Management Inc | 15,900 | $1.03M | 0.59% | +73+0.5% | Added |
| Bridgewater Advisors Inc. | 16,582 | $1.03M | 0.11% | +262+1.6% | Added |
| WR Wealth Planners, LLC | 15,947 | $1.04M | 0.29% | +547+3.6% | Added |
| Essex Financial Services, Inc. | 16,866 | $1.04M | 0.08% | −2,296−12.0% | Reduced |
| Exchange Capital Management, Inc. | 16,091 | $1.05M | 0.17% | +389+2.5% | Added |
| Greenleaf Trust | 16,117 | $1.05M | 0.01% | +804+5.3% | Added |
| Salvus Wealth Management, LLC | 16,150 | $1.05M | 0.64% | +85+0.5% | Added |
| Robertson Stephens Wealth Management, LLC | 16,159 | $1.05M | 0.04% | +1,436+9.8% | Added |
| Wynn Capital, LLC | 16,210 | $1.05M | 0.69% | +460+2.9% | Added |
| Fox Run Management, L.L.C. | 16,211 | $1.05M | 0.23% | +8,048+98.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 16,380 | $1.06M | 0.14% | +2,257+16.0% | Added |
| Capital Investment Advisory Services, LLC | 16,446 | $1.07M | 0.10% | −6,016−26.8% | Reduced |
| Leisure Capital Management | 16,520 | $1.07M | 0.46% | +307+1.9% | Added |
| Spire Wealth Management | 16,555 | $1.08M | 0.04% | −2,381−12.6% | Reduced |
| TD Waterhouse Canada Inc. | 16,630 | $1.08M | 0.01% | −638−3.7% | Reduced |
| Aaron Wealth Advisors | 16,624 | $1.08M | 0.13% | +3,148+23.4% | Added |
| Great Lakes Retirement, Inc. | 16,673 | $1.08M | 0.14% | −30−0.2% | Reduced |
| Guggenheim Capital LLC | 16,727 | $1.09M | 0.01% | −6,848−29.0% | Reduced |
| Curbstone Financial Management Corp | 16,728 | $1.09M | 0.23% | −200−1.2% | Reduced |
| TD Private Client Wealth LLC | 16,733 | $1.09M | 0.03% | −13,314−44.3% | Reduced |
| IHT Wealth Management, LLC | 16,781 | $1.09M | 0.03% | +5,583+49.9% | Added |
| Kestra Private Wealth Services, LLC | 16,770 | $1.09M | 0.02% | −18,016−51.8% | Reduced |
| HF Advisory Group, LLC | 16,831 | $1.09M | 0.51% | +952+6.0% | Added |
| First Manhattan Co | 16,848 | $1.09M | 0.00% | +800+5.0% | Added |
| Unique Wealth Strategies, LLC | 16,868 | $1.10M | 0.47% | +752+4.7% | Added |
| Umb Bank N A | 16,947 | $1.10M | 0.02% | −37−0.2% | Reduced |
| Squarepoint Ops LLC | 17,073 | $1.11M | 0.00% | +17,073 | New |
| Vontobel Holding Ltd. | 17,104 | $1.11M | 0.00% | +3,848+29.0% | Added |
| Assetmark, Inc | 17,101 | $1.11M | 0.00% | −33,232−66.0% | Reduced |
| Marks Group Wealth Management, Inc | 17,120 | $1.11M | 0.11% | +2,627+18.1% | Added |