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Livermore
ZHEN

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; 1,192 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.

Institutional holdersQ3 2024: 1,175 institutions
Q1 2021: 1,035 institutionsQ2 2021: 1,042 institutionsQ3 2021: 1,007 institutionsQ4 2021: 1,099 institutionsQ1 2022: 1,022 institutionsQ2 2022: 1,059 institutionsQ3 2022: 1,019 institutionsQ4 2022: 1,105 institutionsQ1 2023: 1,106 institutionsQ2 2023: 1,084 institutionsQ3 2023: 1,068 institutionsQ4 2023: 1,109 institutionsQ1 2024: 1,093 institutionsQ2 2024: 1,111 institutionsQ3 2024: 1,175 institutionsQ4 2024: 1,188 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,187 institutionsQ3 2025: 1,174 institutionsQ4 2025: 1,157 institutionsQ1 2026: 1,174 institutionsQ2 2026: 1,192 institutions
Value heldQ3 2024: $14.2B
Q1 2021: $12.7BQ2 2021: $13.7BQ3 2021: $12.7BQ4 2021: $13.3BQ1 2022: $10.7BQ2 2022: $11.4BQ3 2022: $11.5BQ4 2022: $13.4BQ1 2023: $13.5BQ2 2023: $13.2BQ3 2023: $12.3BQ4 2023: $11.8BQ1 2024: $12.4BQ2 2024: $12.7BQ3 2024: $14.2BQ4 2024: $12.5BQ1 2025: $13.1BQ2 2025: $14.0BQ3 2025: $13.9BQ4 2025: $13.9BQ1 2026: $13.7BQ2 2026: $15.5B
Institutions holding UL and their total value by quarter
QuarterHoldersValue
Q2 20261,192$15.5B
Q1 20261,174$13.7B
Q4 20251,157$13.9B
Q3 20251,174$13.9B
Q2 20251,187$14.0B
Q1 20251,179$13.1B
Q4 20241,188$12.5B
Q3 20241,175$14.2B
Q2 20241,111$12.7B
Q1 20241,093$12.4B
Q4 20231,109$11.8B
Q3 20231,068$12.3B
Q2 20231,084$13.2B
Q1 20231,106$13.5B
Q4 20221,105$13.4B
Q3 20221,019$11.5B
Q2 20221,059$11.4B
Q1 20221,022$10.7B
Q4 20211,099$13.3B
Q3 20211,007$12.7B
Q2 20211,042$13.7B
Q1 20211,035$12.7B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q2 2024.

Institutions holding UL in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Pine Valley Investments Ltd Liability Co3,798$246.7K0.02%+97+2.6%Added
Pinnacle Financial Partners Inc3,760$244.3K0.00%+18+0.5%Added
Archford Capital Strategies, LLC3,862$243.7K0.04%−5−0.1%Reduced
Alan B. Lancz & Associates, Inc.3,750$243.6K0.22%00.0%Unchanged
Alera Investment Advisors, LLC3,746$243.3K0.03%+3,746New
Causeway Capital Management LLC3,743$243.1K0.01%−1,033−21.6%Reduced
Azimuth Capital Investment Management LLC3,735$242.6K0.01%00.0%Unchanged
Hemenway Trust Co LLC3,682$239.2K0.02%−271−6.9%Reduced
Berry Wealth Group, LP3,679$239.0K0.17%+3,679New
Keudell/Morrison Wealth Management3,667$238.2K0.06%−1,670−31.3%Reduced
Capital Analysts, LLC3,661$238.0K0.01%−66−1.8%Reduced
Bruce G. Allen Investments, LLC3,636$236.2K0.18%+865+31.2%Added
Code Waechter LLC3,632$236.0K0.22%+3,632New
Sittner & Nelson, LLC3,633$236.0K0.11%+7+0.2%Added
Frisch Financial Group, Inc.3,622$235.0K0.07%−1,833−33.6%Reduced
Moody Lynn & Lieberson, LLC3,604$234.1K0.01%+3,604New
High Net Worth Advisory Group LLC3,593$233.4K0.07%+3,593New
Flagship Harbor Advisors, LLC3,592$233.4K0.01%−61−1.7%Reduced
Baker Tilly Wealth Management, LLC3,592$233.3K0.10%−5,691−61.3%Reduced
Atlantic Edge Private Wealth Management, LLC3,587$233.0K0.07%+501+16.2%Added
9258 Wealth Management, LLC3,576$232.3K0.03%−79−2.2%Reduced
Holderness Investments Co3,542$230.1K0.05%+3,542New
Knightsbridge Asset Management, LLC3,533$229.5K0.05%+3,533New
Community Financial Services Group, LLC3,529$229.2K0.05%+3,529New
Abel Hall, LLC3,524$228.9K0.15%+3,524New
United Community Bank3,515$228.3K0.09%−35−1.0%Reduced
Nixon Peabody Trust Co3,512$228.1K0.02%+3,512New
HBK Sorce Advisory LLC3,511$228.0K0.01%+3,511New
Boston Family Office LLC3,511$228.0K0.02%−387−9.9%Reduced
Cladis Investment Advisory, LLC3,500$227.4K0.16%−3,000−46.2%Reduced
Verity & Verity, LLC3,500$227.4K0.02%−1,500−30.0%Reduced
Kovack Advisors, Inc.3,492$226.8K0.02%−205−5.5%Reduced
Brookstone Capital Management3,479$226.0K0.00%+3,479New
Pinnacle Wealth Planning Services, Inc.3,473$225.6K0.03%+3,473New
Integrated Advisors Network LLC3,461$224.8K0.01%−206−5.6%Reduced
DGS Capital Management, LLC3,456$224.5K0.06%+3,456New
Maia Wealth LLC3,589$223.6K0.06%+3,589New
Trust Point Inc.3,427$222.6K0.02%−284−7.7%Reduced
Mystic Asset Management, Inc.3,400$220.9K0.08%+3,400New
MMBG Investment Advisors Co.3,381$219.6K0.02%+3,381New
Washington Trust Co3,350$217.6K0.01%−38−1.1%Reduced
Chatham Capital Group, Inc.3,338$216.8K0.04%+3,338New
Arlington Trust Co LLC3,333$216.5K0.05%00.0%Unchanged
Pinnacle Wealth Management Advisory Group, LLC3,327$216.1K0.02%+3,327New
Klingenstein Fields & Co LP3,325$216.0K0.01%+3,325New
Stonegate Investment Group, LLC3,298$214.2K0.01%−775−19.0%Reduced
David Loasby3,400$213.9K0.02%+3,400New
Smartleaf Asset Management LLC3,261$213.4K0.03%+2,349+257.6%Added
Retirement Planning Co of New England, Inc.3,260$211.8K0.11%+3,260New
Cottonwood Capital Advisors, LLC3,256$211.5K0.16%+3,256New
Opes Wealth Management LLC3,243$210.7K0.04%+3,243New
Range Financial Group LLC3,231$209.9K0.29%−7,051−68.6%Reduced
Camden Capital, LLC3,224$209.4K0.02%+3,224New
Edmond de Rothschild Holding S.A.3,213$208.7K0.00%00.0%Unchanged
Marietta Investment Partners LLC3,212$208.7K0.04%+3,212New
White Knight Strategic Wealth Advisors, LLC3,205$208.2K0.19%−2,875−47.3%Reduced
Marble Harbor Investment Counsel, LLC3,200$207.9K0.02%−1,700−34.7%Reduced
BTG Pactual Asset Management US LLC3,823$206.6K0.03%+3,823New
Quadrant Private Wealth Management, LLC3,146$204.4K0.05%+3,146New
Cullen Investment Group, Ltd.3,134$203.6K0.03%+3,134New
DMG Group, LLC3,132$203.5K0.16%−1,254−28.6%Reduced
Nations Financial Group Inc,3,128$203.2K0.01%+3,128New
Richard C. Young & CO., LTD.3,124$202.9K0.02%+3,124New
Intergy Private Wealth, LLC3,101$201.4K0.08%+3,101New
Ambassador Advisors, LLC3,097$201.2K0.04%+3,097New
Western Wealth Management, LLC3,092$200.9K0.01%+3,092New
Coastwise Capital Group, LLC3,090$200.7K0.17%+3,090New
Catalina Capital Group, LLC3,083$200.3K0.07%+3,083New
EverSource Wealth Advisors, LLC3,078$200.0K0.01%−1,025−25.0%Reduced
Harbour Investments, Inc.3,013$195.7K0.01%−21−0.7%Reduced
Delta Asset Management LLC2,900$188.4K0.02%−90−3.0%Reduced
Heritage Wealth Advisors2,815$182.9K0.01%00.0%Unchanged
Creative Financial Designs Inc2,781$180.7K0.02%+181+7.0%Added
West Paces Advisors Inc.2,700$175.4K0.04%+2,500+1,250.0%Added
Independence Bank of Kentucky2,690$174.7K0.04%−95−3.4%Reduced
Walleye Capital LLC2,669$173.4K0.00%+238+9.8%Added
Montag A & Associates Inc2,600$168.9K0.01%−350−11.9%Reduced
SL Advisors, LLC2,590$168.2K0.30%+2,590New
Park Place Capital Corp2,487$161.6K0.05%−2,153−46.4%Reduced
Reuter James Wealth Management, LLC2,454$159.4K0.03%+2,454New
Bessemer Group Inc2,360$153.0K0.00%−5,467−69.8%Reduced
Compass Wealth Management LLC2,351$152.7K0.04%00.0%Unchanged
Ci Investments Inc.2,196$143.0K0.00%00.0%Unchanged
Barclays PLC2,199$142.8K0.00%+957+77.1%Added
Cape Investment Advisory, Inc.2,159$140.3K0.06%+477+28.4%Added
Rothschild Investment LLC2,081$135.2K0.01%+131+6.7%Added
Global Trust Asset Management, LLC2,062$133.9K0.05%−275−11.8%Reduced
GHP Investment Advisors, Inc.2,001$130.0K0.01%+154+8.3%Added
Thompson Investment Management, Inc.1,950$126.7K0.02%00.0%Unchanged
HHM Wealth Advisors, LLC1,922$124.9K0.02%00.0%Unchanged
CoreCap Advisors, LLC1,913$124.3K0.01%+1,913New
Hara Capital LLC1,882$122.3K0.08%+1,882New
Hartford Financial Management Inc.1,836$119.3K0.02%00.0%Unchanged
Glen Eagle Advisors, LLC1,812$117.7K0.02%00.0%Unchanged
Carmichael Hill & Associates, Inc.1,774$115.2K0.04%00.0%Unchanged
Chilton Capital Management LLC1,711$111.1K0.00%+51+3.1%Added
Concord Wealth Partners1,669$108.4K0.02%+269+19.2%Added
Atlas Capital Advisors LLC1,627$105.7K0.02%00.0%Unchanged
Salem Investment Counselors Inc1,517$98.5K0.00%00.0%Unchanged
Heck Capital Advisors, LLC1,500$97.4K0.01%−1,500−50.0%Reduced