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 |
|---|---|---|---|---|---|
| McMahon Financial Advisors, LLC | 206 | $13.4K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 204 | $13.3K | 0.00% | +204 | New |
| Monetary Management Group Inc | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 200 | $13.0K | 0.00% | +200 | New |
| Future Financial Wealth Managment LLC | 200 | $13.0K | 0.01% | +200 | New |
| Albion Financial Group | 194 | $12.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 183 | $11.9K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 172 | $11.2K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 170 | $11.0K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 167 | $10.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 159 | $10.3K | 0.00% | −15,844−99.0% | Reduced |
| New England Capital Financial Advisors LLC | 155 | $10.1K | 0.01% | −219−58.6% | Reduced |
| Legacy Investment Solutions, LLC | 175 | $10.0K | 0.01% | +175 | New |
| Legacy Wealth Managment, LLC | 175 | $10.0K | 0.01% | +175 | New |
| Archer Investment Corp | 150 | $9.74K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 150 | $9.74K | 0.00% | +39+35.1% | Added |
| Fairscale Capital, LLC | 145 | $9.42K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 136 | $8.85K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 135 | $8.77K | 0.00% | −92−40.5% | Reduced |
| Hobbs Group Advisors, LLC | 133 | $8.64K | 0.00% | +133 | New |
| Carolinas Wealth Consulting LLC | 133 | $8.62K | 0.00% | −8−5.7% | Reduced |
| Fortitude Family Office, LLC | 131 | $8.51K | 0.00% | +131 | New |
| Hollencrest Capital Management | 128 | $8.31K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 128 | $8.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 128 | $8.31K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 125 | $8.12K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 124 | $8.06K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 124 | $8.06K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 129 | $8.04K | 0.00% | +35+37.2% | Added |
| Versant Capital Management, Inc | 121 | $7.86K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 114 | $7.41K | 0.00% | +114 | New |
| Mendota Financial Group, LLC | 113 | $7.34K | 0.00% | +77+213.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 107 | $6.96K | 0.00% | −99−48.1% | Reduced |
| Tompkins Financial Corp | 100 | $6.50K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $6.50K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $6.50K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $6.50K | 0.00% | +100 | New |
| Gilliland Jeter Wealth Management LLC | 97 | $6.30K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 96 | $6.25K | 0.02% | +96 | New |
| Nordwand Advisors, LLC | 96 | $6.24K | 0.00% | −2,908−96.8% | Reduced |
| Proffitt & Goodson Inc | 95 | $6.17K | 0.00% | +95 | New |
| Hallmark Capital Management Inc | 90 | $5.85K | 0.00% | +90 | New |
| Western Pacific Wealth Management, LP | 85 | $5.51K | 0.00% | +1+1.2% | Added |
| HighMark Wealth Management LLC | 70 | $4.55K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 62 | $4.03K | 0.00% | +62 | New |
| Proequities, Inc. | 51 | $3.31K | 0.00% | −472−90.2% | Reduced |
| Pittenger & Anderson Inc | 50 | $3.25K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 50 | $3.25K | 0.00% | +50 | New |
| Piscataqua Savings Bank | 50 | $3.25K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 49 | $3.18K | 0.00% | −3−5.8% | Reduced |
| Covestor Ltd | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 52 | $2.86K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 44 | $2.86K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $2.73K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 42 | $2.73K | 0.00% | +42 | New |
| Cranbrook Wealth Management, LLC | 40 | $2.60K | 0.00% | +40 | New |
| Baldwin Brothers Inc | 40 | $2.60K | 0.00% | −610−93.8% | Reduced |
| Iron Horse Wealth Management, LLC | 37 | $2.40K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 35 | $2.27K | 0.00% | +35 | New |
| Tucker Asset Management LLC | 34 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 35 | $1.94K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 29 | $1.88K | 0.00% | −24−45.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 29 | $1.88K | 0.00% | +29 | New |
| Dunhill Financial, LLC | 28 | $1.82K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 26 | $1.69K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 25 | $1.62K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 21 | $1.36K | 0.00% | −4−16.0% | Reduced |
| Macroview Investment Management LLC | 19 | $1.24K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 17 | $1.10K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 13 | $844 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 11 | $715 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 10 | $650 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 4 | $260 | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −544,547−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −314,374−100.0% | Sold out |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Ycg, LLC | 0 | $0 | 0.00% | −162,668−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −79,071−100.0% | Sold out |
| Advisors Management Group Inc | 0 | $0 | 0.00% | −54,586−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −51,632−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −50,630−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −45,511−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −34,005−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −30,223−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,072−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −21,565−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −20,332−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,219−100.0% | Sold out |
| Foyston, Gordon, & Payne Inc | 0 | $0 | 0.00% | −17,865−100.0% | Sold out |
| Chemistry Wealth Management LLC | 0 | $0 | 0.00% | −9,546−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −9,208−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −7,991−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −7,010−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −6,668−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −6,186−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,945−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −5,847−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −5,170−100.0% | Sold out |