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 |
|---|---|---|---|---|---|
| Legacy Wealth Management, LLC | 44,410 | $2.88M | 1.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 44,080 | $2.86M | 0.03% | −1,707−3.7% | Reduced |
| Fiduciary Trust Co | 44,004 | $2.86M | 0.04% | +1,185+2.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 43,875 | $2.85M | 0.06% | +20,316+86.2% | Added |
| Peapack Gladstone Financial Corp | 43,877 | $2.85M | 0.04% | −3,396−7.2% | Reduced |
| International Assets Investment Management, LLC | 183,306 | $2.82M | 0.01% | +183,306 | New |
| Paradigm Asset Management Co LLC | 43,200 | $2.81M | 0.73% | −100−0.2% | Reduced |
| Eastern Bank | 42,880 | $2.79M | 0.05% | +42,880 | New |
| Capital Insight Partners, LLC | 42,444 | $2.76M | 0.48% | −47−0.1% | Reduced |
| Arvest Bank Trust Division | 42,419 | $2.76M | 0.16% | +42,419 | New |
| Anchor Investment Management, LLC | 42,416 | $2.76M | 0.26% | −595−1.4% | Reduced |
| Empowered Funds, LLC | 42,405 | $2.75M | 0.04% | +5,263+14.2% | Added |
| Hedges Asset Management LLC | 42,300 | $2.75M | 1.82% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 42,212 | $2.74M | 0.09% | −1,237−2.8% | Reduced |
| London & Capital Asset Management Ltd | 42,080 | $2.73M | 0.22% | +1,088+2.7% | Added |
| State Street Corp | 42,032 | $2.73M | 0.00% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 41,973 | $2.73M | 0.06% | +8,111+24.0% | Added |
| Quantbot Technologies LP | 41,080 | $2.67M | 0.11% | +41,080 | New |
| Moors & Cabot, Inc. | 40,480 | $2.63M | 0.13% | −3,187−7.3% | Reduced |
| Signaturefd, LLC | 40,351 | $2.62M | 0.05% | +1,535+4.0% | Added |
| Forte Capital LLC | 40,206 | $2.61M | 0.30% | −836−2.0% | Reduced |
| Timber Creek Capital Management LLC | 39,530 | $2.57M | 0.72% | +182+0.5% | Added |
| Cardinal Capital Management | 39,455 | $2.56M | 0.40% | +527+1.4% | Added |
| SevenBridge Financial Group, LLC | 43,913 | $2.56M | 0.49% | +1,250+2.9% | Added |
| SkyOak Wealth, LLC | 39,362 | $2.56M | 0.57% | −20−0.1% | Reduced |
| Trexquant Investment LP | 39,182 | $2.55M | 0.03% | −88,080−69.2% | Reduced |
| Optimist Retirement Group LLC | 39,145 | $2.54M | 1.15% | +1,020+2.7% | Added |
| CAPROCK Group, Inc. | 39,079 | $2.54M | 0.09% | −368−0.9% | Reduced |
| Apollon Wealth Management, LLC | 38,979 | $2.53M | 0.07% | −6,931−15.1% | Reduced |
| Park Avenue Securities LLC | 38,956 | $2.53M | 0.03% | +1,094+2.9% | Added |
| Summit Global Investments | 38,439 | $2.50M | 0.16% | +38,439 | New |
| Earnest Partners LLC | 38,423 | $2.50M | 0.01% | +171+0.4% | Added |
| Regatta Capital Group, LLC | 37,718 | $2.45M | 0.48% | +707+1.9% | Added |
| Trust Co of Vermont | 37,406 | $2.43M | 0.12% | +221+0.6% | Added |
| RSM US Wealth Management LLC | 36,806 | $2.38M | 0.03% | +2,929+8.6% | Added |
| Pathway Financial Advisers, LLC | 36,554 | $2.37M | 1.07% | −172−0.5% | Reduced |
| Verdence Capital Advisors LLC | 36,141 | $2.35M | 0.19% | −132−0.4% | Reduced |
| Northwest Investment Counselors, LLC | 35,459 | $2.30M | 0.52% | −661−1.8% | Reduced |
| WCG Wealth Advisors LLC | 35,344 | $2.30M | 0.16% | −162−0.5% | Reduced |
| Americana Partners, LLC | 35,204 | $2.29M | 0.16% | +946+2.8% | Added |
| BTC Capital Management, Inc. | 35,015 | $2.27M | 0.20% | +1,750+5.3% | Added |
| Three Bridge Wealth Advisors, LLC | 34,542 | $2.24M | 0.83% | −1,752−4.8% | Reduced |
| Whittier Trust Co | 34,523 | $2.24M | 0.03% | +914+2.7% | Added |
| Bard Financial Services, Inc. | 34,450 | $2.24M | 0.26% | −7,000−16.9% | Reduced |
| Quadcap Wealth Management, LLC | 34,406 | $2.23M | 0.35% | −5,125−13.0% | Reduced |
| Westhampton Capital, LLC | 34,368 | $2.23M | 1.13% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 34,361 | $2.23M | 0.62% | +3,240+10.4% | Added |
| Nicholas Hoffman & Company, LLC. | 34,290 | $2.23M | 0.09% | −27−0.1% | Reduced |
| Zions Bancorporation, N.A. | 34,042 | $2.21M | 0.16% | +12,763+60.0% | Added |
| Greenwood Capital Associates LLC | 33,959 | $2.21M | 0.29% | +245+0.7% | Added |
| Choate Investment Advisors | 33,943 | $2.20M | 0.06% | −1,405−4.0% | Reduced |
| Argent Trust Co | 33,832 | $2.20M | 0.09% | +770+2.3% | Added |
| Pacifica Partners Inc. | 33,570 | $2.18M | 0.90% | −290−0.9% | Reduced |
| Arvest Investments, Inc. | 33,483 | $2.18M | 0.33% | −4,383−11.6% | Reduced |
| Inlet Private Wealth, LLC | 33,395 | $2.17M | 0.55% | −31−0.1% | Reduced |
| GTS Securities LLC | 32,707 | $2.12M | 0.04% | +32,707 | New |
| Aviso Financial Inc. | 32,238 | $2.09M | 0.10% | +2,885+9.8% | Added |
| 1832 Asset Management L.P. | 32,165 | $2.09M | 0.00% | +388+1.2% | Added |
| Financial Gravity Companies, Inc. | 32,039 | $2.08M | 0.56% | +32,039 | New |
| Highland Capital Management, LLC | 31,776 | $2.06M | 0.12% | −206−0.6% | Reduced |
| Pinnacle Associates Ltd | 42,512 | $2.06M | 0.04% | +3,138+8.0% | Added |
| Yousif Capital Management, LLC | 31,398 | $2.04M | 0.02% | −8,835−22.0% | Reduced |
| Drexel Morgan & Co. | 31,372 | $2.04M | 0.38% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 31,265 | $2.03M | 0.07% | −200−0.6% | Reduced |
| Pullen Investment Management, LLC | 30,951 | $2.01M | 1.47% | +576+1.9% | Added |
| WCM Investment Management, LLC | 30,520 | $2.00M | 0.00% | +21,441+236.2% | Added |
| Schechter Investment Advisors, LLC | 30,644 | $1.99M | 0.15% | +321+1.1% | Added |
| Delta Capital Management LLC | 30,590 | $1.99M | 1.15% | 00.0% | Unchanged |
| Qtron Investments LLC | 30,502 | $1.98M | 0.27% | +8,358+37.7% | Added |
| Auxano Advisors, LLC | 30,318 | $1.97M | 0.51% | −311−1.0% | Reduced |
| Ellevest, Inc. | 30,209 | $1.96M | 0.11% | +2,412+8.7% | Added |
| We Are One Seven, LLC | 30,121 | $1.96M | 0.08% | −17,086−36.2% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 30,029 | $1.95M | 1.76% | −1,136−3.6% | Reduced |
| HM Payson & Co | 30,017 | $1.95M | 0.03% | +1,285+4.5% | Added |
| RBF Capital, LLC | 30,000 | $1.95M | 0.10% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 29,455 | $1.91M | 0.31% | −35−0.1% | Reduced |
| Principal Securities, Inc. | 29,415 | $1.91M | 0.05% | +5,628+23.7% | Added |
| ICW Investment Advisors LLC | 28,669 | $1.86M | 0.78% | +350+1.2% | Added |
| Altman Advisors, Inc. | 28,666 | $1.86M | 0.83% | +68+0.2% | Added |
| Ceera Investments, LLC | 28,610 | $1.86M | 0.70% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 28,369 | $1.84M | 0.44% | −920−3.1% | Reduced |
| Tectonic Advisors LLC | 28,305 | $1.84M | 0.12% | −3,074−9.8% | Reduced |
| Slocum, Gordon & Co LLP | 28,068 | $1.82M | 0.73% | −488−1.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 27,748 | $1.80M | 0.90% | +509+1.9% | Added |
| Calamos Wealth Management LLC | 26,872 | $1.75M | 0.09% | +26,872 | New |
| Aviance Capital Partners, LLC | 26,856 | $1.74M | 0.23% | −8,210−23.4% | Reduced |
| Jones Financial Companies LLLP | 26,651 | $1.74M | 0.00% | +15,421+137.3% | Added |
| Columbus Macro, LLC | 26,911 | $1.74M | 0.63% | −1,159−4.1% | Reduced |
| Guardian Wealth Management, Inc. | 26,567 | $1.73M | 1.22% | +587+2.3% | Added |
| Alliance Wealth Advisors, LLC | 26,418 | $1.72M | 0.45% | −922−3.4% | Reduced |
| Narwhal Capital Management | 26,384 | $1.71M | 0.15% | −10,742−28.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 26,278 | $1.71M | 0.33% | −129−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 26,251 | $1.71M | 0.16% | −1,191−4.3% | Reduced |
| Atomi Financial Group, Inc. | 26,086 | $1.69M | 0.11% | +4,980+23.6% | Added |
| Vident Advisory, LLC | 25,736 | $1.67M | 0.04% | +5,450+26.9% | Added |
| Capstone Financial Advisors, Inc. | 25,673 | $1.67M | 0.10% | +186+0.7% | Added |
| Chesapeake Asset Management LLC | 25,602 | $1.66M | 1.44% | −400−1.5% | Reduced |
| Sequoia Financial Advisors, LLC | 25,564 | $1.66M | 0.02% | −95,487−78.9% | Reduced |
| Resources Investment Advisors, LLC. | 25,351 | $1.65M | 0.02% | +1,713+7.2% | Added |
| MAI Capital Management | 25,192 | $1.64M | 0.02% | −5,320−17.4% | Reduced |