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 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 30,000 | $1.95M | 0.10% | 00.0% | Unchanged |
| HM Payson & Co | 30,017 | $1.95M | 0.03% | +1,285+4.5% | Added |
| Weaver C. Barksdale & Associates, Inc. | 30,029 | $1.95M | 1.76% | −1,136−3.6% | Reduced |
| We Are One Seven, LLC | 30,121 | $1.96M | 0.08% | −17,086−36.2% | Reduced |
| Ellevest, Inc. | 30,209 | $1.96M | 0.11% | +2,412+8.7% | Added |
| Auxano Advisors, LLC | 30,318 | $1.97M | 0.51% | −311−1.0% | Reduced |
| Qtron Investments LLC | 30,502 | $1.98M | 0.27% | +8,358+37.7% | Added |
| Delta Capital Management LLC | 30,590 | $1.99M | 1.15% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 30,644 | $1.99M | 0.15% | +321+1.1% | Added |
| WCM Investment Management, LLC | 30,520 | $2.00M | 0.00% | +21,441+236.2% | Added |
| Pullen Investment Management, LLC | 30,951 | $2.01M | 1.47% | +576+1.9% | Added |
| KCM Investment Advisors LLC | 31,265 | $2.03M | 0.07% | −200−0.6% | Reduced |
| Drexel Morgan & Co. | 31,372 | $2.04M | 0.38% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 31,398 | $2.04M | 0.02% | −8,835−22.0% | Reduced |
| Pinnacle Associates Ltd | 42,512 | $2.06M | 0.04% | +3,138+8.0% | Added |
| Highland Capital Management, LLC | 31,776 | $2.06M | 0.12% | −206−0.6% | Reduced |
| Financial Gravity Companies, Inc. | 32,039 | $2.08M | 0.56% | +32,039 | New |
| 1832 Asset Management L.P. | 32,165 | $2.09M | 0.00% | +388+1.2% | Added |
| Aviso Financial Inc. | 32,238 | $2.09M | 0.10% | +2,885+9.8% | Added |
| GTS Securities LLC | 32,707 | $2.12M | 0.04% | +32,707 | New |
| Inlet Private Wealth, LLC | 33,395 | $2.17M | 0.55% | −31−0.1% | Reduced |
| Arvest Investments, Inc. | 33,483 | $2.18M | 0.33% | −4,383−11.6% | Reduced |
| Pacifica Partners Inc. | 33,570 | $2.18M | 0.90% | −290−0.9% | Reduced |
| Argent Trust Co | 33,832 | $2.20M | 0.09% | +770+2.3% | Added |
| Choate Investment Advisors | 33,943 | $2.20M | 0.06% | −1,405−4.0% | Reduced |
| Greenwood Capital Associates LLC | 33,959 | $2.21M | 0.29% | +245+0.7% | Added |
| Zions Bancorporation, N.A. | 34,042 | $2.21M | 0.16% | +12,763+60.0% | Added |
| Nicholas Hoffman & Company, LLC. | 34,290 | $2.23M | 0.09% | −27−0.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 34,361 | $2.23M | 0.62% | +3,240+10.4% | Added |
| Westhampton Capital, LLC | 34,368 | $2.23M | 1.13% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 34,406 | $2.23M | 0.35% | −5,125−13.0% | Reduced |
| Bard Financial Services, Inc. | 34,450 | $2.24M | 0.26% | −7,000−16.9% | Reduced |
| Whittier Trust Co | 34,523 | $2.24M | 0.03% | +914+2.7% | Added |
| Three Bridge Wealth Advisors, LLC | 34,542 | $2.24M | 0.83% | −1,752−4.8% | Reduced |
| BTC Capital Management, Inc. | 35,015 | $2.27M | 0.20% | +1,750+5.3% | Added |
| Americana Partners, LLC | 35,204 | $2.29M | 0.16% | +946+2.8% | Added |
| WCG Wealth Advisors LLC | 35,344 | $2.30M | 0.16% | −162−0.5% | Reduced |
| Northwest Investment Counselors, LLC | 35,459 | $2.30M | 0.52% | −661−1.8% | Reduced |
| Verdence Capital Advisors LLC | 36,141 | $2.35M | 0.19% | −132−0.4% | Reduced |
| Pathway Financial Advisers, LLC | 36,554 | $2.37M | 1.07% | −172−0.5% | Reduced |
| RSM US Wealth Management LLC | 36,806 | $2.38M | 0.03% | +2,929+8.6% | Added |
| Trust Co of Vermont | 37,406 | $2.43M | 0.12% | +221+0.6% | Added |
| Regatta Capital Group, LLC | 37,718 | $2.45M | 0.48% | +707+1.9% | Added |
| Earnest Partners LLC | 38,423 | $2.50M | 0.01% | +171+0.4% | Added |
| Summit Global Investments | 38,439 | $2.50M | 0.16% | +38,439 | New |
| Park Avenue Securities LLC | 38,956 | $2.53M | 0.03% | +1,094+2.9% | Added |
| Apollon Wealth Management, LLC | 38,979 | $2.53M | 0.07% | −6,931−15.1% | Reduced |
| CAPROCK Group, Inc. | 39,079 | $2.54M | 0.09% | −368−0.9% | Reduced |
| Optimist Retirement Group LLC | 39,145 | $2.54M | 1.15% | +1,020+2.7% | Added |
| Trexquant Investment LP | 39,182 | $2.55M | 0.03% | −88,080−69.2% | Reduced |
| SkyOak Wealth, LLC | 39,362 | $2.56M | 0.57% | −20−0.1% | Reduced |
| SevenBridge Financial Group, LLC | 43,913 | $2.56M | 0.49% | +1,250+2.9% | Added |
| Cardinal Capital Management | 39,455 | $2.56M | 0.40% | +527+1.4% | Added |
| Timber Creek Capital Management LLC | 39,530 | $2.57M | 0.72% | +182+0.5% | Added |
| Forte Capital LLC | 40,206 | $2.61M | 0.30% | −836−2.0% | Reduced |
| Signaturefd, LLC | 40,351 | $2.62M | 0.05% | +1,535+4.0% | Added |
| Moors & Cabot, Inc. | 40,480 | $2.63M | 0.13% | −3,187−7.3% | Reduced |
| Quantbot Technologies LP | 41,080 | $2.67M | 0.11% | +41,080 | New |
| SpiderRock Advisors, LLC | 41,973 | $2.73M | 0.06% | +8,111+24.0% | Added |
| State Street Corp | 42,032 | $2.73M | 0.00% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 42,080 | $2.73M | 0.22% | +1,088+2.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 42,212 | $2.74M | 0.09% | −1,237−2.8% | Reduced |
| Hedges Asset Management LLC | 42,300 | $2.75M | 1.82% | 00.0% | Unchanged |
| Empowered Funds, LLC | 42,405 | $2.75M | 0.04% | +5,263+14.2% | Added |
| Anchor Investment Management, LLC | 42,416 | $2.76M | 0.26% | −595−1.4% | Reduced |
| Arvest Bank Trust Division | 42,419 | $2.76M | 0.16% | +42,419 | New |
| Capital Insight Partners, LLC | 42,444 | $2.76M | 0.48% | −47−0.1% | Reduced |
| Eastern Bank | 42,880 | $2.79M | 0.05% | +42,880 | New |
| Paradigm Asset Management Co LLC | 43,200 | $2.81M | 0.73% | −100−0.2% | Reduced |
| International Assets Investment Management, LLC | 183,306 | $2.82M | 0.01% | +183,306 | New |
| Peapack Gladstone Financial Corp | 43,877 | $2.85M | 0.04% | −3,396−7.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 43,875 | $2.85M | 0.06% | +20,316+86.2% | Added |
| Fiduciary Trust Co | 44,004 | $2.86M | 0.04% | +1,185+2.8% | Added |
| Johnson Investment Counsel Inc | 44,080 | $2.86M | 0.03% | −1,707−3.7% | Reduced |
| Legacy Wealth Management, LLC | 44,410 | $2.88M | 1.06% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 44,540 | $2.89M | 0.13% | +920+2.1% | Added |
| Beach Investment Counsel Inc | 44,641 | $2.90M | 0.36% | −1,500−3.3% | Reduced |
| Caption Management, LLC | 45,000 | $2.92M | 0.31% | +45,000 | New |
| Colony Group, LLC | 45,111 | $2.93M | 0.01% | −69,701−60.7% | Reduced |
| Portside Wealth Group, LLC | 45,361 | $2.95M | 0.50% | +1,526+3.5% | Added |
| Glenmede Trust Co NA | 45,748 | $2.97M | 0.01% | +2,160+5.0% | Added |
| Pavion Blue Capital, LLC | 45,755 | $2.97M | 1.38% | −250−0.5% | Reduced |
| Callahan Advisors, LLC | 46,100 | $2.99M | 0.29% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 46,434 | $3.02M | 1.79% | +2,139+4.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48,511 | $3.02M | 0.03% | −357−0.7% | Reduced |
| Advisors Asset Management, Inc. | 46,557 | $3.02M | 0.06% | −6,250−11.8% | Reduced |
| Raymond James Trust N.A. | 46,694 | $3.03M | 0.07% | −4,718−9.2% | Reduced |
| Veriti Management LLC | 46,837 | $3.04M | 0.16% | −375−0.8% | Reduced |
| GWM Advisors LLC | 46,875 | $3.04M | 0.02% | +2,226+5.0% | Added |
| Deutsche Bank AG | 47,390 | $3.08M | 0.00% | −220.0% | Reduced |
| Farther Finance Advisors, LLC | 47,532 | $3.09M | 0.12% | +5,163+12.2% | Added |
| Charter Trust Co | 47,761 | $3.10M | 0.20% | −868−1.8% | Reduced |
| Kennon-Green & Company, LLC | 48,180 | $3.13M | 2.60% | −145−0.3% | Reduced |
| SGL Investment Advisors, Inc. | 54,851 | $3.15M | 1.62% | +54,851 | New |
| Benedict Financial Advisors Inc | 49,284 | $3.20M | 0.76% | −530−1.1% | Reduced |
| XTX Topco Ltd | 49,345 | $3.21M | 0.23% | +49,345 | New |
| Ancora Advisors, LLC | 50,095 | $3.25M | 0.07% | −21,486−30.0% | Reduced |
| Norden Group LLC | 50,119 | $3.26M | 0.38% | +33,757+206.3% | Added |
| Oppenheimer & Co Inc | 50,214 | $3.26M | 0.05% | −3,029−5.7% | Reduced |
| Atria Investments LLC | 50,632 | $3.29M | 0.04% | −13,027−20.5% | Reduced |