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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 25,103 | $1.63M | 0.21% | +3,869+18.2% | Added |
| Sigma Planning Corp | 24,779 | $1.61M | 0.05% | −2,728−9.9% | Reduced |
| William Blair Investment Management, LLC | 24,644 | $1.60M | 0.00% | +24,644 | New |
| Nia Impact Advisors, LLC | 24,054 | $1.56M | 0.52% | +29+0.1% | Added |
| Dodge & Cox | 23,900 | $1.55M | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 23,720 | $1.54M | 0.04% | −259−1.1% | Reduced |
| Synovus Financial Corp | 23,703 | $1.54M | 0.02% | +3,349+16.5% | Added |
| Syon Capital LLC | 23,473 | $1.52M | 0.13% | −345−1.4% | Reduced |
| American Capital Advisory, LLC | 23,446 | $1.52M | 0.88% | +22,391+2,122.4% | Added |
| DRW Securities, LLC | 23,353 | $1.52M | 0.08% | +8,000+52.1% | Added |
| Arjuna Capital | 23,299 | $1.51M | 0.39% | −2,048−8.1% | Reduced |
| Northwest & Ethical Investments L.P. | 22,951 | $1.49M | 0.04% | −1,228−5.1% | Reduced |
| Catalyst Capital Advisors LLC | 22,760 | $1.48M | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22,662 | $1.47M | 0.03% | +849+3.9% | Added |
| Thoroughbred Financial Services, LLC | 22,670 | $1.47M | 0.09% | +304+1.4% | Added |
| Waldron Private Wealth LLC | 22,610 | $1.47M | 0.06% | +2,739+13.8% | Added |
| Gibbs Wealth Management | 22,578 | $1.47M | 0.48% | +1,668+8.0% | Added |
| Seven Eight Capital, LP | 22,515 | $1.46M | 0.13% | +22,515 | New |
| Dorsey & Whitney Trust CO LLC | 22,486 | $1.46M | 0.08% | +1,916+9.3% | Added |
| Intrust Bank NA | 22,321 | $1.45M | 0.15% | +644+3.0% | Added |
| Sowell Financial Services LLC | 22,251 | $1.45M | 0.07% | −12,685−36.3% | Reduced |
| Diversify Wealth Management, LLC | 23,768 | $1.44M | 0.14% | +431+1.8% | Added |
| Rodgers Brothers Inc. | 22,067 | $1.43M | 0.18% | −100−0.5% | Reduced |
| Keystone Financial Group | 21,995 | $1.43M | 0.18% | −29−0.1% | Reduced |
| Bollard Group LLC | 21,976 | $1.43M | 0.04% | +14,270+185.2% | Added |
| Aua Capital Management, LLC | 21,982 | $1.43M | 0.83% | 00.0% | Unchanged |
| First Bank & Trust | 21,900 | $1.42M | 0.27% | −449−2.0% | Reduced |
| Jeppson Wealth Management, LLC | 21,735 | $1.41M | 0.51% | −174−0.8% | Reduced |
| Griffin Asset Management, Inc. | 21,700 | $1.41M | 0.16% | −165−0.8% | Reduced |
| Kimelman & Baird, LLC | 21,610 | $1.40M | 0.11% | −200−0.9% | Reduced |
| Abundance Wealth Counselors | 21,561 | $1.40M | 0.29% | +21,561 | New |
| Financial Counselors Inc | 21,553 | $1.40M | 0.02% | +161+0.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 21,488 | $1.40M | 0.88% | −500−2.3% | Reduced |
| Ballentine Partners, LLC | 21,473 | $1.39M | 0.02% | +4,029+23.1% | Added |
| National Asset Management, Inc. | 21,584 | $1.39M | 0.04% | −803−3.6% | Reduced |
| Radnor Capital Management, LLC | 21,361 | $1.39M | 0.21% | +21,361 | New |
| Pacer Advisors, Inc. | 21,258 | $1.38M | 0.00% | −733−3.3% | Reduced |
| River Wealth Advisors LLC | 21,165 | $1.37M | 0.18% | −887−4.0% | Reduced |
| Point72 Asset Management, L.P. | 21,000 | $1.36M | 0.00% | +21,000 | New |
| Bank of Nova Scotia Trust Co | 20,900 | $1.36M | 0.14% | +825+4.1% | Added |
| Ativo Capital Management LLC | 20,880 | $1.36M | 1.19% | −138−0.7% | Reduced |
| Voya Financial Advisors, Inc. | 20,668 | $1.35M | 0.15% | +136+0.7% | Added |
| Commerce Bank | 20,818 | $1.35M | 0.01% | −7,116−25.5% | Reduced |
| HB Wealth Management, LLC | 20,706 | $1.35M | 0.01% | +6,946+50.5% | Added |
| Allen Wealth Management, LLC | 20,097 | $1.31M | 0.91% | −751−3.6% | Reduced |
| D.A. Davidson & Co. | 20,031 | $1.30M | 0.01% | −1,258−5.9% | Reduced |
| Janus Henderson Group PLC | 20,015 | $1.30M | 0.00% | −6,293−23.9% | Reduced |
| Smith Thornton Advisors LLC | 20,004 | $1.30M | 0.85% | +20.0% | Added |
| Long Run Wealth Advisors, LLC | 19,977 | $1.30M | 0.31% | −1,789−8.2% | Reduced |
| Columbia Asset Management | 19,870 | $1.29M | 0.23% | 00.0% | Unchanged |
| Tower Bridge Advisors | 19,795 | $1.29M | 0.13% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 19,705 | $1.28M | 0.52% | −198−1.0% | Reduced |
| Scott & Selber, Inc. | 19,486 | $1.27M | 0.39% | −76−0.4% | Reduced |
| Hilltop Holdings Inc. | 19,307 | $1.25M | 0.08% | +5,774+42.7% | Added |
| Thompson Siegel & Walmsley LLC | 19,215 | $1.25M | 0.02% | +400+2.1% | Added |
| Tower Research Capital LLC (TRC) | 19,204 | $1.25M | 0.03% | +3,304+20.8% | Added |
| Avidian Wealth Solutions, LLC | 19,123 | $1.24M | 0.06% | −1,502−7.3% | Reduced |
| Founders Financial Securities LLC | 18,927 | $1.23M | 0.11% | −13−0.1% | Reduced |
| Prudential Financial Inc | 18,872 | $1.23M | 0.00% | +821+4.5% | Added |
| Huntington National Bank | 18,844 | $1.22M | 0.01% | +663+3.6% | Added |
| Northstar Group, Inc. | 18,738 | $1.22M | 0.21% | 00.0% | Unchanged |
| Larson Financial Group LLC | 18,704 | $1.21M | 0.07% | +16,679+823.7% | Added |
| GoalVest Advisory LLC | 18,668 | $1.21M | 0.35% | +656+3.6% | Added |
| Weatherly Asset Management L. P. | 18,440 | $1.20M | 0.10% | −860−4.5% | Reduced |
| Benjamin Edwards Inc | 18,294 | $1.19M | 0.02% | +18,294 | New |
| Northeast Investment Management | 17,836 | $1.16M | 0.05% | −164−0.9% | Reduced |
| Prospera Financial Services Inc | 17,782 | $1.16M | 0.03% | −552−3.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 17,779 | $1.15M | 0.54% | −24−0.1% | Reduced |
| First Affirmative Financial Network | 17,778 | $1.15M | 0.63% | +70+0.4% | Added |
| HighPoint Advisor Group LLC | 17,764 | $1.15M | 0.07% | +72+0.4% | Added |
| Quadrant Capital Group LLC | 17,658 | $1.15M | 0.08% | +2,229+14.4% | Added |
| Checchi Capital Advisers, LLC | 17,653 | $1.15M | 0.09% | +394+2.3% | Added |
| First Pacific Financial | 17,352 | $1.13M | 0.26% | +226+1.3% | Added |
| Horizon Investments, LLC | 17,280 | $1.11M | 0.03% | −54−0.3% | Reduced |
| Coldstream Capital Management Inc | 17,133 | $1.11M | 0.02% | +2,089+13.9% | Added |
| Marks Group Wealth Management, Inc | 17,120 | $1.11M | 0.11% | +2,627+18.1% | Added |
| Assetmark, Inc | 17,101 | $1.11M | 0.00% | −33,232−66.0% | Reduced |
| Vontobel Holding Ltd. | 17,104 | $1.11M | 0.00% | +3,848+29.0% | Added |
| Squarepoint Ops LLC | 17,073 | $1.11M | 0.00% | +17,073 | New |
| Umb Bank N A | 16,947 | $1.10M | 0.02% | −37−0.2% | Reduced |
| Unique Wealth Strategies, LLC | 16,868 | $1.10M | 0.47% | +752+4.7% | Added |
| First Manhattan Co | 16,848 | $1.09M | 0.00% | +800+5.0% | Added |
| HF Advisory Group, LLC | 16,831 | $1.09M | 0.51% | +952+6.0% | Added |
| Kestra Private Wealth Services, LLC | 16,770 | $1.09M | 0.02% | −18,016−51.8% | Reduced |
| IHT Wealth Management, LLC | 16,781 | $1.09M | 0.03% | +5,583+49.9% | Added |
| TD Private Client Wealth LLC | 16,733 | $1.09M | 0.03% | −13,314−44.3% | Reduced |
| Curbstone Financial Management Corp | 16,728 | $1.09M | 0.23% | −200−1.2% | Reduced |
| Guggenheim Capital LLC | 16,727 | $1.09M | 0.01% | −6,848−29.0% | Reduced |
| Great Lakes Retirement, Inc. | 16,673 | $1.08M | 0.14% | −30−0.2% | Reduced |
| Aaron Wealth Advisors | 16,624 | $1.08M | 0.13% | +3,148+23.4% | Added |
| TD Waterhouse Canada Inc. | 16,630 | $1.08M | 0.01% | −638−3.7% | Reduced |
| Spire Wealth Management | 16,555 | $1.08M | 0.04% | −2,381−12.6% | Reduced |
| Leisure Capital Management | 16,520 | $1.07M | 0.46% | +307+1.9% | Added |
| Capital Investment Advisory Services, LLC | 16,446 | $1.07M | 0.10% | −6,016−26.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 16,380 | $1.06M | 0.14% | +2,257+16.0% | Added |
| Fox Run Management, L.L.C. | 16,211 | $1.05M | 0.23% | +8,048+98.6% | Added |
| Wynn Capital, LLC | 16,210 | $1.05M | 0.69% | +460+2.9% | Added |
| Robertson Stephens Wealth Management, LLC | 16,159 | $1.05M | 0.04% | +1,436+9.8% | Added |
| Salvus Wealth Management, LLC | 16,150 | $1.05M | 0.64% | +85+0.5% | Added |
| Greenleaf Trust | 16,117 | $1.05M | 0.01% | +804+5.3% | Added |