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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 79,869 | $5.19M | 0.04% | −63,800−44.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 79,824 | $5.19M | 0.75% | −215−0.3% | Reduced |
| Autumn Glory Partners, LLC | 77,829 | $5.06M | 1.94% | +12,436+19.0% | Added |
| NewEdge Wealth, LLC | 77,723 | $5.05M | 0.09% | +19,930+34.5% | Added |
| Capital Investment Counsel, LLC | 77,563 | $5.04M | 0.87% | −1,109−1.4% | Reduced |
| Bonness Enterprises Inc | 76,040 | $4.94M | 1.64% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 75,725 | $4.92M | 0.03% | +2,305+3.1% | Added |
| Great Valley Advisor Group, Inc. | 75,714 | $4.92M | 0.12% | +7,581+11.1% | Added |
| Haverford Trust Co | 75,509 | $4.91M | 0.05% | +679+0.9% | Added |
| Rockefeller Capital Management L.P. | 74,476 | $4.83M | 0.01% | −3,441−4.4% | Reduced |
| Azzad Asset Management Inc | 73,564 | $4.78M | 0.54% | +669+0.9% | Added |
| Sandy Spring Bank | 73,038 | $4.74M | 0.20% | −1,499−2.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 72,965 | $4.74M | 0.25% | −5,278−6.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 71,331 | $4.63M | 0.07% | −31,043−30.3% | Reduced |
| JustInvest LLC | 71,246 | $4.63M | 0.07% | +8,140+12.9% | Added |
| Dynamic Advisor Solutions LLC | 70,815 | $4.60M | 0.14% | −1,364−1.9% | Reduced |
| Tweedy, Browne Co LLC | 70,274 | $4.56M | 0.22% | −27,419−28.1% | Reduced |
| Exencial Wealth Advisors, LLC | 69,780 | $4.53M | 0.16% | −770−1.1% | Reduced |
| Baird Financial Group, Inc. | 69,585 | $4.52M | 0.01% | −89,584−56.3% | Reduced |
| Atria Wealth Solutions, Inc. | 69,366 | $4.51M | 0.05% | +454+0.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 69,193 | $4.49M | 0.01% | −2,716−3.8% | Reduced |
| Arlington Partners LLC | 69,149 | $4.49M | 1.76% | +9,270+15.5% | Added |
| GYL Financial Synergies, LLC | 68,068 | $4.42M | 0.33% | +2,818+4.3% | Added |
| Beacon Financial Group | 66,040 | $4.29M | 0.46% | −2,441−3.6% | Reduced |
| Mutual Advisors, LLC | 67,959 | $4.23M | 0.12% | −1,612−2.3% | Reduced |
| Berkshire Bank | 64,741 | $4.21M | 0.99% | +4,839+8.1% | Added |
| Gilman Hill Asset Management, LLC | 64,592 | $4.20M | 0.70% | −280−0.4% | Reduced |
| Keene & Associates, Inc. | 64,092 | $4.16M | 3.15% | −1,036−1.6% | Reduced |
| Keybank National Association | 63,946 | $4.15M | 0.02% | −579−0.9% | Reduced |
| Logan Capital Management Inc | 63,468 | $4.12M | 0.17% | +2,176+3.6% | Added |
| Hantz Financial Services, Inc. | 63,164 | $4.10M | 0.07% | −26,972−29.9% | Reduced |
| Smithbridge Asset Management Inc | 63,138 | $4.10M | 0.71% | +2,748+4.6% | Added |
| Courier Capital LLC | 62,985 | $4.09M | 0.28% | −1,024−1.6% | Reduced |
| Private Advisor Group, LLC | 62,819 | $4.08M | 0.03% | −504−0.8% | Reduced |
| Perpetual Ltd | 62,507 | $4.06M | 0.04% | −7,285−10.4% | Reduced |
| HSBC Holdings PLC | 61,287 | $3.98M | 0.00% | −1,164,126−95.0% | Reduced |
| Bleakley Financial Group, LLC | 61,107 | $3.97M | 0.12% | +9,475+18.4% | Added |
| Royce & Associates LP | 61,000 | $3.96M | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 60,800 | $3.95M | 0.01% | +2,938+5.1% | Added |
| Trajan Wealth LLC | 60,561 | $3.93M | 0.23% | +8,137+15.5% | Added |
| CIBC Private Wealth Group, LLC | 59,569 | $3.87M | 0.01% | +3,149+5.6% | Added |
| Cary Street Partners Asset Management LLC | 59,150 | $3.84M | 0.51% | −594−1.0% | Reduced |
| Rhumbline Advisers | 59,091 | $3.84M | 0.00% | +2,385+4.2% | Added |
| Dakota Wealth Management | 58,353 | $3.79M | 0.09% | −301−0.5% | Reduced |
| Naviter Wealth, LLC | 57,891 | $3.76M | 0.52% | −1,100−1.9% | Reduced |
| Millennium Management LLC | 57,764 | $3.75M | 0.00% | −1,100,044−95.0% | Reduced |
| apricus wealth, LLC | 57,704 | $3.75M | 2.47% | −4,158−6.7% | Reduced |
| Strategic Advisors LLC | 57,112 | $3.71M | 0.69% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 57,090 | $3.71M | 0.00% | +53,555+1,515.0% | Added |
| Old Port Advisors | 56,951 | $3.70M | 1.03% | −1,004−1.7% | Reduced |
| Stephens Inc | 56,548 | $3.67M | 0.05% | −1,326−2.3% | Reduced |
| Ritholtz Wealth Management | 56,402 | $3.66M | 0.11% | +18,034+47.0% | Added |
| Allen Capital Group, LLC | 56,260 | $3.65M | 0.46% | +3,006+5.6% | Added |
| Prentiss Smith & Co Inc | 56,079 | $3.64M | 2.33% | −980−1.7% | Reduced |
| Heartland Advisors Inc | 56,036 | $3.64M | 0.19% | −1,748−3.0% | Reduced |
| GSB Wealth Management, LLC | 56,011 | $3.64M | 0.93% | −817−1.4% | Reduced |
| Advisory Services Network, LLC | 65,717 | $3.61M | 0.07% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 55,630 | $3.61M | 0.09% | +55,630 | New |
| Schonfeld Strategic Advisors LLC | 55,100 | $3.58M | 0.03% | −1,229,210−95.7% | Reduced |
| Davenport & Co LLC | 54,993 | $3.57M | 0.02% | −613−1.1% | Reduced |
| Redmond Asset Management, LLC | 54,396 | $3.53M | 1.11% | +873+1.6% | Added |
| Concurrent Investment Advisors, LLC | 54,108 | $3.51M | 0.10% | −61−0.1% | Reduced |
| Anchor Capital Advisors LLC | 53,955 | $3.50M | 0.09% | −118−0.2% | Reduced |
| Fullcircle Wealth LLC | 55,946 | $3.50M | 1.57% | −215−0.4% | Reduced |
| Kanawha Capital Management LLC | 53,823 | $3.50M | 0.25% | −2,121−3.8% | Reduced |
| Hall Laurie J Trustee | 52,743 | $3.43M | 1.09% | −1,090−2.0% | Reduced |
| Meridian Wealth Management, LLC | 52,498 | $3.41M | 0.17% | +52,498 | New |
| Guardian Capital Advisors LP | 52,690 | $3.41M | 0.34% | +445+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 52,289 | $3.40M | 0.03% | +2,048+4.1% | Added |
| Prosperity Consulting Group, LLC | 51,406 | $3.34M | 0.26% | −9,896−16.1% | Reduced |
| Wetherby Asset Management Inc | 51,269 | $3.33M | 0.15% | −704−1.4% | Reduced |
| JCIC Asset Management Inc. | 51,210 | $3.33M | 1.36% | +51,210 | New |
| Pensionmark Financial Group, LLC | 50,955 | $3.31M | 0.10% | +50,955 | New |
| Invesco Ltd. | 50,819 | $3.30M | 0.00% | −5,300−9.4% | Reduced |
| Naples Global Advisors, LLC | 50,762 | $3.30M | 0.31% | −2,375−4.5% | Reduced |
| Atria Investments LLC | 50,632 | $3.29M | 0.04% | −13,027−20.5% | Reduced |
| Oppenheimer & Co Inc | 50,214 | $3.26M | 0.05% | −3,029−5.7% | Reduced |
| Norden Group LLC | 50,119 | $3.26M | 0.38% | +33,757+206.3% | Added |
| Ancora Advisors, LLC | 50,095 | $3.25M | 0.07% | −21,486−30.0% | Reduced |
| XTX Topco Ltd | 49,345 | $3.21M | 0.23% | +49,345 | New |
| Benedict Financial Advisors Inc | 49,284 | $3.20M | 0.76% | −530−1.1% | Reduced |
| SGL Investment Advisors, Inc. | 54,851 | $3.15M | 1.62% | +54,851 | New |
| Kennon-Green & Company, LLC | 48,180 | $3.13M | 2.60% | −145−0.3% | Reduced |
| Charter Trust Co | 47,761 | $3.10M | 0.20% | −868−1.8% | Reduced |
| Farther Finance Advisors, LLC | 47,532 | $3.09M | 0.12% | +5,163+12.2% | Added |
| Deutsche Bank AG | 47,390 | $3.08M | 0.00% | −220.0% | Reduced |
| GWM Advisors LLC | 46,875 | $3.04M | 0.02% | +2,226+5.0% | Added |
| Veriti Management LLC | 46,837 | $3.04M | 0.16% | −375−0.8% | Reduced |
| Raymond James Trust N.A. | 46,694 | $3.03M | 0.07% | −4,718−9.2% | Reduced |
| Advisors Asset Management, Inc. | 46,557 | $3.02M | 0.06% | −6,250−11.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48,511 | $3.02M | 0.03% | −357−0.7% | Reduced |
| Foresight Capital Management Advisors, Inc. | 46,434 | $3.02M | 1.79% | +2,139+4.8% | Added |
| Callahan Advisors, LLC | 46,100 | $2.99M | 0.29% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 45,755 | $2.97M | 1.38% | −250−0.5% | Reduced |
| Glenmede Trust Co NA | 45,748 | $2.97M | 0.01% | +2,160+5.0% | Added |
| Portside Wealth Group, LLC | 45,361 | $2.95M | 0.50% | +1,526+3.5% | Added |
| Colony Group, LLC | 45,111 | $2.93M | 0.01% | −69,701−60.7% | Reduced |
| Caption Management, LLC | 45,000 | $2.92M | 0.31% | +45,000 | New |
| Beach Investment Counsel Inc | 44,641 | $2.90M | 0.36% | −1,500−3.3% | Reduced |
| Texas Yale Capital Corp. | 44,540 | $2.89M | 0.13% | +920+2.1% | Added |