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 |
|---|---|---|---|---|---|
| Levin Capital Strategies, L.P. | 241,529 | $15.7M | 1.52% | −75,882−23.9% | Reduced |
| Modera Wealth Management, LLC | 240,841 | $15.6M | 0.20% | −712−0.3% | Reduced |
| Kestra Advisory Services, LLC | 239,066 | $15.5M | 0.09% | −1,434−0.6% | Reduced |
| Alpha Cubed Investments, LLC | 235,456 | $15.3M | 0.68% | −7,284−3.0% | Reduced |
| Clark Estates Inc | 235,000 | $15.3M | 2.84% | −140,000−37.3% | Reduced |
| Optiver Holding B.V. | 232,614 | $15.1M | 0.38% | +66,419+40.0% | Added |
| Jane Street Group, LLC | 228,923 | $14.9M | 0.02% | −195,167−46.0% | Reduced |
| QRG Capital Management, Inc. | 221,086 | $14.4M | 0.16% | +72,200+48.5% | Added |
| Capital Fund Management S.A. | 216,956 | $14.1M | 0.16% | −52,000−19.3% | Reduced |
| MML Investors Services, LLC | 212,242 | $13.8M | 0.05% | −19,934−8.6% | Reduced |
| Cetera Investment Advisers | 211,154 | $13.7M | 0.03% | −48,700−18.7% | Reduced |
| Brinker Capital Investments, LLC | 207,453 | $13.5M | 0.13% | +10,408+5.3% | Added |
| Orion Portfolio Solutions, LLC | 207,453 | $13.5M | 0.13% | +10,408+5.3% | Added |
| Cerity Partners LLC | 205,049 | $13.3M | 0.03% | +37,255+22.2% | Added |
| Advisor Group Holdings, Inc. | 202,517 | $13.2M | 0.03% | −19,123−8.6% | Reduced |
| Mercer Global Advisors Inc | 200,667 | $13.0M | 0.03% | +36,060+21.9% | Added |
| Manning & Napier Advisors LLC | 193,618 | $12.6M | 0.14% | +757+0.4% | Added |
| Matthew Goff Investment Advisor, LLC | 191,523 | $12.4M | 2.37% | −955−0.5% | Reduced |
| Federated Hermes, Inc. | 184,464 | $12.0M | 0.03% | −8,007−4.2% | Reduced |
| Managed Asset Portfolios, LLC | 183,407 | $11.9M | 1.68% | −1,773−1.0% | Reduced |
| Rockland Trust Co | 182,424 | $11.9M | 0.58% | −2,135−1.2% | Reduced |
| Verition Fund Management LLC | 180,026 | $11.7M | 0.08% | +180,026 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 176,738 | $11.5M | 0.04% | −812,578−82.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 171,384 | $11.1M | 0.05% | +171,384 | New |
| Cary Street Partner Investment Advisory LLC | 170,276 | $11.1M | 0.41% | −3,359−1.9% | Reduced |
| American Assets Investment Management, LLC | 170,000 | $11.0M | 0.97% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 165,689 | $10.8M | 0.85% | +4,430+2.7% | Added |
| Kornitzer Capital Management Inc | 162,948 | $10.6M | 0.20% | +60.0% | Added |
| Pathstone Holdings, LLC | 161,095 | $10.5M | 0.05% | −956−0.6% | Reduced |
| Sustainable Growth Advisers, LP | 158,944 | $10.3M | 0.04% | −27,051−14.5% | Reduced |
| D. E. Shaw & Co., Inc. | 154,572 | $10.0M | 0.01% | +154,572 | New |
| Nicholas Company, Inc. | 153,210 | $9.95M | 0.16% | −20,340−11.7% | Reduced |
| Warren Averett Asset Management, LLC | 152,101 | $9.88M | 0.18% | −19,742−11.5% | Reduced |
| Russell Investments Group, Ltd. | 151,704 | $9.85M | 0.01% | +11,490+8.2% | Added |
| Charles Schwab Investment Management Inc | 151,027 | $9.81M | 0.00% | +31,186+26.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 150,944 | $9.81M | 0.03% | +2,007+1.3% | Added |
| Templeton & Phillips Capital Management, LLC | 150,191 | $9.76M | 7.58% | −2,560−1.7% | Reduced |
| Guardian Capital LP | 149,462 | $9.71M | 0.36% | −207−0.1% | Reduced |
| NewSquare Capital LLC | 148,973 | $9.68M | 0.77% | −1,023−0.7% | Reduced |
| Systematic Alpha Investments, LLC | 147,881 | $9.61M | 0.35% | 00.0% | Unchanged |
| Clean Yield Group | 147,006 | $9.55M | 3.04% | −22,507−13.3% | Reduced |
| First Personal Financial Services | 143,496 | $9.32M | 1.97% | −33,802−19.1% | Reduced |
| Advocate Group LLC | 142,100 | $9.23M | 1.67% | +544+0.4% | Added |
| Lowe Brockenbrough & Co Inc | 141,900 | $9.22M | 0.59% | −42,977−23.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 141,488 | $9.19M | 0.28% | +4,283+3.1% | Added |
| XML Financial, LLC | 137,416 | $8.93M | 0.83% | −7,767−5.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 141,258 | $8.91M | 0.08% | +46,327+48.8% | Added |
| Alerus Financial NA | 137,001 | $8.90M | 0.65% | −7,358−5.1% | Reduced |
| HRT Financial LP | 136,181 | $8.85M | 0.04% | +136,181 | New |
| Bryn Mawr Trust Co | 136,118 | $8.84M | 0.16% | −263−0.2% | Reduced |
| Sanders Capital, LLC | 134,370 | $8.73M | 0.01% | −4,630−3.3% | Reduced |
| Destination Wealth Management | 132,755 | $8.62M | 0.27% | −2,919−2.2% | Reduced |
| Snowden Capital Advisors LLC | 131,086 | $8.52M | 0.25% | +9,203+7.6% | Added |
| US Bancorp | 130,757 | $8.49M | 0.01% | +10,759+9.0% | Added |
| Chartwell Investment Partners, LLC | 129,692 | $8.43M | 0.29% | +446+0.3% | Added |
| One Capital Management, LLC | 128,379 | $8.34M | 0.27% | −2,432−1.9% | Reduced |
| Windle Wealth, LLC | 128,090 | $8.32M | 4.52% | −220−0.2% | Reduced |
| CWM, LLC | 126,407 | $8.21M | 0.04% | −10,807−7.9% | Reduced |
| Oxbow Advisors, LLC | 126,357 | $8.21M | 0.81% | +709+0.6% | Added |
| Beacon Pointe Advisors, LLC | 124,632 | $8.10M | 0.09% | −29,451−19.1% | Reduced |
| Silvercrest Asset Management Group LLC | 123,365 | $8.01M | 0.05% | −1,758−1.4% | Reduced |
| Old Mission Capital LLC | 121,735 | $7.91M | 0.17% | −101,082−45.4% | Reduced |
| Blair William & Co | 119,780 | $7.78M | 0.02% | −4,077−3.3% | Reduced |
| Auxier Asset Management | 112,693 | $7.32M | 1.08% | −500.0% | Reduced |
| Quantinno Capital Management LP | 111,444 | $7.24M | 0.09% | +18,224+19.5% | Added |
| Guyasuta Investment Advisors Inc | 111,389 | $7.24M | 0.45% | −7,766−6.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 110,528 | $7.18M | 0.02% | +15,941+16.9% | Added |
| Mediolanum International Funds Ltd | 109,393 | $7.17M | 0.10% | +109,393 | New |
| Oak Ridge Investments LLC | 109,854 | $7.14M | 0.62% | +7,196+7.0% | Added |
| Eldred Rock Partners, LLC | 108,955 | $7.08M | 2.37% | +59,241+119.2% | Added |
| Keating Investment Counselors Inc | 107,438 | $6.98M | 2.08% | −165−0.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 107,230 | $6.97M | 1.26% | −1,549−1.4% | Reduced |
| Portland Global Advisors LLC | 105,900 | $6.88M | 0.86% | +1,705+1.6% | Added |
| Fiera Capital Corp | 105,681 | $6.87M | 0.02% | −943−0.9% | Reduced |
| Hennessy Advisors Inc | 104,800 | $6.81M | 0.22% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 104,622 | $6.80M | 0.21% | −1,531−1.4% | Reduced |
| New England Asset Management Inc | 100,425 | $6.52M | 1.02% | +755+0.8% | Added |
| Coston, McIsaac & Partners | 100,045 | $6.50M | 1.83% | +1,968+2.0% | Added |
| Kavar Capital Partners Group, LLC | 99,102 | $6.44M | 1.02% | −2,584−2.5% | Reduced |
| Sound Income Strategies, LLC | 99,006 | $6.43M | 0.41% | −85,488−46.3% | Reduced |
| tru Independence LLC | 98,771 | $6.42M | 1.88% | −3,939−3.8% | Reduced |
| Jacobs & Co | 96,819 | $6.29M | 0.63% | −4,951−4.9% | Reduced |
| Bell Bank | 94,353 | $6.13M | 0.73% | −17,912−16.0% | Reduced |
| Sanctuary Advisors, LLC | 104,510 | $6.13M | 0.04% | −1,199−1.1% | Reduced |
| Shufro Rose & Co LLC | 111,131 | $6.11M | 0.50% | 00.0% | Unchanged |
| Becker Capital Management Inc | 93,111 | $6.05M | 0.20% | −14,178−13.2% | Reduced |
| Headinvest, LLC | 93,018 | $6.04M | 1.12% | −1,325−1.4% | Reduced |
| Butensky & Cohen Financial Security, Inc | 91,663 | $5.95M | 1.77% | −5,561−5.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 91,264 | $5.93M | 0.02% | −1,979−2.1% | Reduced |
| Martin Capital Partners, LLC | 89,753 | $5.83M | 2.88% | −65,823−42.3% | Reduced |
| Stablepoint Partners, LLC | 88,657 | $5.76M | 1.05% | −343−0.4% | Reduced |
| Advisory Research Inc | 88,467 | $5.75M | 1.02% | +32,988+59.5% | Added |
| Regions Financial Corp | 87,069 | $5.66M | 0.04% | +8,434+10.7% | Added |
| Ethic Inc. | 110,836 | $5.56M | 0.14% | −17,390−13.6% | Reduced |
| Motco | 85,619 | $5.56M | 0.56% | −10,830−11.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 82,220 | $5.34M | 1.54% | −150−0.2% | Reduced |
| Tevis Investment Management | 82,066 | $5.33M | 3.94% | +1,203+1.5% | Added |
| Todd Asset Management LLC | 81,091 | $5.27M | 0.12% | +39,898+96.9% | Added |
| Northwestern Mutual Wealth Management Co | 80,419 | $5.22M | 0.00% | +2,531+3.2% | Added |
| Clear Street Markets LLC | 175,561 | $5.22M | 3.36% | +174,213+12,923.8% | Added |