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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 17,133 | $1.11M | 0.02% | +2,089+13.9% | Added |
| Horizon Investments, LLC | 17,280 | $1.11M | 0.03% | −54−0.3% | Reduced |
| First Pacific Financial | 17,352 | $1.13M | 0.26% | +226+1.3% | Added |
| Checchi Capital Advisers, LLC | 17,653 | $1.15M | 0.09% | +394+2.3% | Added |
| Quadrant Capital Group LLC | 17,658 | $1.15M | 0.08% | +2,229+14.4% | Added |
| HighPoint Advisor Group LLC | 17,764 | $1.15M | 0.07% | +72+0.4% | Added |
| First Affirmative Financial Network | 17,778 | $1.15M | 0.63% | +70+0.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,779 | $1.15M | 0.54% | −24−0.1% | Reduced |
| Prospera Financial Services Inc | 17,782 | $1.16M | 0.03% | −552−3.0% | Reduced |
| Northeast Investment Management | 17,836 | $1.16M | 0.05% | −164−0.9% | Reduced |
| Benjamin Edwards Inc | 18,294 | $1.19M | 0.02% | +18,294 | New |
| Weatherly Asset Management L. P. | 18,440 | $1.20M | 0.10% | −860−4.5% | Reduced |
| GoalVest Advisory LLC | 18,668 | $1.21M | 0.35% | +656+3.6% | Added |
| Larson Financial Group LLC | 18,704 | $1.21M | 0.07% | +16,679+823.7% | Added |
| Northstar Group, Inc. | 18,738 | $1.22M | 0.21% | 00.0% | Unchanged |
| Huntington National Bank | 18,844 | $1.22M | 0.01% | +663+3.6% | Added |
| Prudential Financial Inc | 18,872 | $1.23M | 0.00% | +821+4.5% | Added |
| Founders Financial Securities LLC | 18,927 | $1.23M | 0.11% | −13−0.1% | Reduced |
| Avidian Wealth Solutions, LLC | 19,123 | $1.24M | 0.06% | −1,502−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 19,204 | $1.25M | 0.03% | +3,304+20.8% | Added |
| Thompson Siegel & Walmsley LLC | 19,215 | $1.25M | 0.02% | +400+2.1% | Added |
| Hilltop Holdings Inc. | 19,307 | $1.25M | 0.08% | +5,774+42.7% | Added |
| Scott & Selber, Inc. | 19,486 | $1.27M | 0.39% | −76−0.4% | Reduced |
| Eley Financial Management, Inc | 19,705 | $1.28M | 0.52% | −198−1.0% | Reduced |
| Tower Bridge Advisors | 19,795 | $1.29M | 0.13% | 00.0% | Unchanged |
| Columbia Asset Management | 19,870 | $1.29M | 0.23% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 19,977 | $1.30M | 0.31% | −1,789−8.2% | Reduced |
| Smith Thornton Advisors LLC | 20,004 | $1.30M | 0.85% | +20.0% | Added |
| Janus Henderson Group PLC | 20,015 | $1.30M | 0.00% | −6,293−23.9% | Reduced |
| D.A. Davidson & Co. | 20,031 | $1.30M | 0.01% | −1,258−5.9% | Reduced |
| Allen Wealth Management, LLC | 20,097 | $1.31M | 0.91% | −751−3.6% | Reduced |
| HB Wealth Management, LLC | 20,706 | $1.35M | 0.01% | +6,946+50.5% | Added |
| Commerce Bank | 20,818 | $1.35M | 0.01% | −7,116−25.5% | Reduced |
| Voya Financial Advisors, Inc. | 20,668 | $1.35M | 0.15% | +136+0.7% | Added |
| Ativo Capital Management LLC | 20,880 | $1.36M | 1.19% | −138−0.7% | Reduced |
| Bank of Nova Scotia Trust Co | 20,900 | $1.36M | 0.14% | +825+4.1% | Added |
| Point72 Asset Management, L.P. | 21,000 | $1.36M | 0.00% | +21,000 | New |
| River Wealth Advisors LLC | 21,165 | $1.37M | 0.18% | −887−4.0% | Reduced |
| Pacer Advisors, Inc. | 21,258 | $1.38M | 0.00% | −733−3.3% | Reduced |
| Radnor Capital Management, LLC | 21,361 | $1.39M | 0.21% | +21,361 | New |
| National Asset Management, Inc. | 21,584 | $1.39M | 0.04% | −803−3.6% | Reduced |
| Ballentine Partners, LLC | 21,473 | $1.39M | 0.02% | +4,029+23.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 21,488 | $1.40M | 0.88% | −500−2.3% | Reduced |
| Financial Counselors Inc | 21,553 | $1.40M | 0.02% | +161+0.8% | Added |
| Abundance Wealth Counselors | 21,561 | $1.40M | 0.29% | +21,561 | New |
| Kimelman & Baird, LLC | 21,610 | $1.40M | 0.11% | −200−0.9% | Reduced |
| Griffin Asset Management, Inc. | 21,700 | $1.41M | 0.16% | −165−0.8% | Reduced |
| Jeppson Wealth Management, LLC | 21,735 | $1.41M | 0.51% | −174−0.8% | Reduced |
| First Bank & Trust | 21,900 | $1.42M | 0.27% | −449−2.0% | Reduced |
| Aua Capital Management, LLC | 21,982 | $1.43M | 0.83% | 00.0% | Unchanged |
| Bollard Group LLC | 21,976 | $1.43M | 0.04% | +14,270+185.2% | Added |
| Keystone Financial Group | 21,995 | $1.43M | 0.18% | −29−0.1% | Reduced |
| Rodgers Brothers Inc. | 22,067 | $1.43M | 0.18% | −100−0.5% | Reduced |
| Diversify Wealth Management, LLC | 23,768 | $1.44M | 0.14% | +431+1.8% | Added |
| Sowell Financial Services LLC | 22,251 | $1.45M | 0.07% | −12,685−36.3% | Reduced |
| Intrust Bank NA | 22,321 | $1.45M | 0.15% | +644+3.0% | Added |
| Dorsey & Whitney Trust CO LLC | 22,486 | $1.46M | 0.08% | +1,916+9.3% | Added |
| Seven Eight Capital, LP | 22,515 | $1.46M | 0.13% | +22,515 | New |
| Gibbs Wealth Management | 22,578 | $1.47M | 0.48% | +1,668+8.0% | Added |
| Waldron Private Wealth LLC | 22,610 | $1.47M | 0.06% | +2,739+13.8% | Added |
| Thoroughbred Financial Services, LLC | 22,670 | $1.47M | 0.09% | +304+1.4% | Added |
| Parallel Advisors, LLC | 22,662 | $1.47M | 0.03% | +849+3.9% | Added |
| Catalyst Capital Advisors LLC | 22,760 | $1.48M | 0.03% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 22,951 | $1.49M | 0.04% | −1,228−5.1% | Reduced |
| Arjuna Capital | 23,299 | $1.51M | 0.39% | −2,048−8.1% | Reduced |
| DRW Securities, LLC | 23,353 | $1.52M | 0.08% | +8,000+52.1% | Added |
| American Capital Advisory, LLC | 23,446 | $1.52M | 0.88% | +22,391+2,122.4% | Added |
| Syon Capital LLC | 23,473 | $1.52M | 0.13% | −345−1.4% | Reduced |
| Synovus Financial Corp | 23,703 | $1.54M | 0.02% | +3,349+16.5% | Added |
| Whittier Trust Co of Nevada Inc | 23,720 | $1.54M | 0.04% | −259−1.1% | Reduced |
| Dodge & Cox | 23,900 | $1.55M | 0.00% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 24,054 | $1.56M | 0.52% | +29+0.1% | Added |
| William Blair Investment Management, LLC | 24,644 | $1.60M | 0.00% | +24,644 | New |
| Sigma Planning Corp | 24,779 | $1.61M | 0.05% | −2,728−9.9% | Reduced |
| Vise Technologies, Inc. | 25,103 | $1.63M | 0.21% | +3,869+18.2% | Added |
| MAI Capital Management | 25,192 | $1.64M | 0.02% | −5,320−17.4% | Reduced |
| Resources Investment Advisors, LLC. | 25,351 | $1.65M | 0.02% | +1,713+7.2% | Added |
| Sequoia Financial Advisors, LLC | 25,564 | $1.66M | 0.02% | −95,487−78.9% | Reduced |
| Chesapeake Asset Management LLC | 25,602 | $1.66M | 1.44% | −400−1.5% | Reduced |
| Capstone Financial Advisors, Inc. | 25,673 | $1.67M | 0.10% | +186+0.7% | Added |
| Vident Advisory, LLC | 25,736 | $1.67M | 0.04% | +5,450+26.9% | Added |
| Atomi Financial Group, Inc. | 26,086 | $1.69M | 0.11% | +4,980+23.6% | Added |
| Mount Yale Investment Advisors, LLC | 26,251 | $1.71M | 0.16% | −1,191−4.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 26,278 | $1.71M | 0.33% | −129−0.5% | Reduced |
| Narwhal Capital Management | 26,384 | $1.71M | 0.15% | −10,742−28.9% | Reduced |
| Alliance Wealth Advisors, LLC | 26,418 | $1.72M | 0.45% | −922−3.4% | Reduced |
| Guardian Wealth Management, Inc. | 26,567 | $1.73M | 1.22% | +587+2.3% | Added |
| Columbus Macro, LLC | 26,911 | $1.74M | 0.63% | −1,159−4.1% | Reduced |
| Jones Financial Companies LLLP | 26,651 | $1.74M | 0.00% | +15,421+137.3% | Added |
| Aviance Capital Partners, LLC | 26,856 | $1.74M | 0.23% | −8,210−23.4% | Reduced |
| Calamos Wealth Management LLC | 26,872 | $1.75M | 0.09% | +26,872 | New |
| Signet Investment Advisory Group, Inc. | 27,748 | $1.80M | 0.90% | +509+1.9% | Added |
| Slocum, Gordon & Co LLP | 28,068 | $1.82M | 0.73% | −488−1.7% | Reduced |
| Tectonic Advisors LLC | 28,305 | $1.84M | 0.12% | −3,074−9.8% | Reduced |
| Old Second National Bank of Aurora | 28,369 | $1.84M | 0.44% | −920−3.1% | Reduced |
| Ceera Investments, LLC | 28,610 | $1.86M | 0.70% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 28,666 | $1.86M | 0.83% | +68+0.2% | Added |
| ICW Investment Advisors LLC | 28,669 | $1.86M | 0.78% | +350+1.2% | Added |
| Principal Securities, Inc. | 29,415 | $1.91M | 0.05% | +5,628+23.7% | Added |
| Buffington Mohr McNeal | 29,455 | $1.91M | 0.31% | −35−0.1% | Reduced |