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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,192 | $15.5B |
| Q1 2026 | 1,174 | $13.7B |
| Q4 2025 | 1,157 | $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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 1,485 | $96.5K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,468 | $95.4K | 0.24% | +5+0.3% | Added |
| Field & Main Bank | 1,425 | $92.6K | 0.03% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,392 | $90.4K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,372 | $89.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,323 | $85.9K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,307 | $84.9K | 0.00% | −2−0.2% | Reduced |
| Johnson Financial Group, Inc. | 1,259 | $81.8K | 0.00% | +650+106.7% | Added |
| CNB Bank | 1,229 | $79.8K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,226 | $79.6K | 0.03% | −1,496−55.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,211 | $78.7K | 0.01% | −35−2.8% | Reduced |
| Strengthening Families & Communities, LLC | 1,200 | $78.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,161 | $75.4K | 0.01% | +34+3.0% | Added |
| BOK Financial Private Wealth, Inc. | 1,139 | $74.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,123 | $73.0K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,245 | $71.5K | 0.01% | +8+0.6% | Added |
| LFA - Lugano Financial Advisors SA | 1,100 | $71.5K | 0.05% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,076 | $69.9K | 0.03% | +170+18.8% | Added |
| Cassady Schiller Wealth Management, LLC | 1,063 | $69.1K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,000 | $65.0K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,000 | $65.0K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 999 | $64.9K | 0.04% | −258−20.5% | Reduced |
| Talon Private Wealth, LLC | 972 | $63.1K | 0.01% | +972 | New |
| JFS Wealth Advisors, LLC | 956 | $62.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 950 | $61.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 939 | $61.0K | 0.01% | +5+0.5% | Added |
| Planned Solutions, Inc. | 900 | $58.5K | 0.02% | +900 | New |
| Continuum Advisory, LLC | 1,001 | $57.5K | 0.01% | +30+3.1% | Added |
| St Germain D J Co Inc | 861 | $55.9K | 0.00% | +332+62.8% | Added |
| Financial Management Professionals, Inc. | 846 | $55.0K | 0.01% | +79+10.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 828 | $53.8K | 0.01% | +1+0.1% | Added |
| First United Bank Trust | 825 | $53.6K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 813 | $52.8K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 809 | $52.6K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 802 | $52.1K | 0.01% | +150+23.0% | Added |
| Laurel Wealth Advisors LLC | 768 | $49.9K | 0.01% | −100−11.5% | Reduced |
| Coastline Trust Co | 740 | $48.1K | 0.01% | +740 | New |
| Atticus Wealth Management, LLC | 719 | $46.7K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 718 | $46.6K | 0.01% | −334−31.7% | Reduced |
| Godsey & Gibb Associates | 710 | $46.1K | 0.00% | +110+18.3% | Added |
| Evolution Advisers, Inc. | 707 | $45.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 690 | $44.8K | 0.02% | +10+1.5% | Added |
| Bogart Wealth, LLC | 673 | $43.7K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 664 | $43.1K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 649 | $42.2K | 0.00% | −714−52.4% | Reduced |
| Financial Perspectives, Inc | 634 | $41.2K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 620 | $40.3K | 0.01% | +620 | New |
| Webster Bank, N. A. | 617 | $40.1K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 617 | $40.1K | 0.00% | +617 | New |
| Jamison Private Wealth Management, Inc. | 605 | $39.3K | 0.01% | +405+202.5% | Added |
| Avalon Trust Co | 600 | $39.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 591 | $38.4K | 0.02% | +3+0.5% | Added |
| Rise Advisors, LLC | 570 | $37.0K | 0.02% | +4+0.7% | Added |
| Country Trust Bank | 563 | $36.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 559 | $36.3K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 556 | $36.1K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 545 | $35.4K | 0.03% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 542 | $35.0K | 0.02% | +542 | New |
| City State Bank | 517 | $33.6K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 515 | $33.5K | 0.00% | +515 | New |
| Red Tortoise LLC | 512 | $33.3K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 486 | $31.6K | 0.00% | +9+1.9% | Added |
| Roble, Belko & Company, Inc | 480 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 469 | $30.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 449 | $29.0K | 0.01% | −60−11.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 440 | $28.6K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 424 | $27.5K | 0.00% | −83−16.4% | Reduced |
| Aspire Private Capital, LLC | 404 | $26.3K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 403 | $26.2K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 400 | $24.0K | 0.02% | +200+100.0% | Added |
| McIlrath & Eck, LLC | 358 | $23.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 358 | $23.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 392 | $23.0K | 0.01% | +392 | New |
| FSC Wealth Advisors, LLC | 344 | $22.4K | 0.02% | +2+0.6% | Added |
| Wintrust Investments LLC | 349 | $22.0K | 0.02% | −3,329−90.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 325 | $21.1K | 0.00% | +41+14.4% | Added |
| Baillie Gifford & Co | 311 | $20.2K | 0.00% | +108+53.2% | Added |
| GW&K Investment Management, LLC | 315 | $20.0K | 0.00% | +3+1.0% | Added |
| Key Financial Inc | 290 | $18.8K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 285 | $18.6K | 0.00% | −74−20.6% | Reduced |
| Costello Asset Management, INC | 275 | $17.9K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 275 | $17.9K | 0.00% | +88+47.1% | Added |
| Kozak & Associates, Inc. | 277 | $17.5K | 0.00% | +2+0.7% | Added |
| Rocky Mountain Advisers, LLC | 267 | $17.3K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 264 | $17.1K | 0.00% | −32,597−99.2% | Reduced |
| Bray Capital Advisors | 250 | $16.2K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 246 | $16.0K | 0.01% | −140−36.3% | Reduced |
| Sterling Capital Management LLC | 246 | $16.0K | 0.00% | +246 | New |
| Redmont Wealth Advisors LLC | 235 | $15.3K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 232 | $15.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 222 | $14.4K | 0.00% | +222 | New |
| Atwood & Palmer Inc | 221 | $14.4K | 0.00% | +179+426.2% | Added |
| Asset Dedication, LLC | 217 | $14.1K | 0.00% | −200−48.0% | Reduced |
| Raleigh Capital Management Inc. | 211 | $13.7K | 0.01% | −293−58.1% | Reduced |
| REAP Financial Group, LLC | 208 | $13.5K | 0.00% | +208 | New |