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 |
|---|---|---|---|---|---|
| Exchange Capital Management, Inc. | 16,091 | $1.05M | 0.17% | +389+2.5% | Added |
| Essex Financial Services, Inc. | 16,866 | $1.04M | 0.08% | −2,296−12.0% | Reduced |
| WR Wealth Planners, LLC | 15,947 | $1.04M | 0.29% | +547+3.6% | Added |
| Bridgewater Advisors Inc. | 16,582 | $1.03M | 0.11% | +262+1.6% | Added |
| LCM Capital Management Inc | 15,900 | $1.03M | 0.59% | +73+0.5% | Added |
| Lido Advisors, LLC | 15,894 | $1.03M | 0.01% | +7,130+81.4% | Added |
| Legacy Financial Advisors, Inc. | 15,867 | $1.03M | 0.17% | −635−3.8% | Reduced |
| Summit Trail Advisors, LLC | 15,856 | $1.03M | 0.03% | +919+6.2% | Added |
| Virtu Financial LLC | 15,781 | $1.02M | 0.06% | +15,781 | New |
| EP Wealth Advisors, LLC | 15,649 | $1.02M | 0.01% | +2,428+18.4% | Added |
| Ronald Blue Trust, Inc. | 18,480 | $1.02M | 0.01% | +7,726+71.8% | Added |
| Thrivent Financial for Lutherans | 15,539 | $1.01M | 0.00% | +2,001+14.8% | Added |
| Marshall Wace, LLP | 15,440 | $1.00M | 0.00% | −106,752−87.4% | Reduced |
| Legacy Capital Group California, Inc. | 15,366 | $998.2K | 0.33% | +1,279+9.1% | Added |
| Israel Discount Bank of New York | 15,323 | $995.4K | 1.48% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 15,097 | $980.7K | 0.24% | +300+2.0% | Added |
| AQR Capital Management LLC | 15,043 | $977.2K | 0.00% | +4,247+39.3% | Added |
| InTrack Investment Management Inc | 15,023 | $975.9K | 0.69% | −6,044−28.7% | Reduced |
| Bailard, Inc. | 14,992 | $973.9K | 0.03% | −22−0.1% | Reduced |
| Old National Bancorp | 14,944 | $970.8K | 0.02% | −235−1.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 14,750 | $958.2K | 0.40% | −332−2.2% | Reduced |
| Semmax Financial Advisors Inc. | 16,371 | $950.2K | 0.26% | −1,256−7.1% | Reduced |
| Savant Capital, LLC | 14,577 | $946.9K | 0.01% | +5,689+64.0% | Added |
| Welch & Forbes LLC | 14,547 | $945.0K | 0.01% | +281+2.0% | Added |
| Pitcairn Co | 14,497 | $941.7K | 0.06% | −553−3.7% | Reduced |
| Aberdeen Wealth Management LLC | 14,427 | $937.2K | 0.62% | +10.0% | Added |
| FSB Premier Wealth Management, Inc. | 14,390 | $934.8K | 0.38% | +2,434+20.4% | Added |
| River Street Advisors LLC | 14,273 | $927.2K | 0.50% | −221−1.5% | Reduced |
| Raelipskie Partnership | 14,257 | $926.1K | 0.45% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 14,255 | $926.0K | 0.09% | −3,557−20.0% | Reduced |
| Cubist Systematic Strategies, LLC | 14,201 | $922.5K | 0.01% | +14,201 | New |
| Raab & Moskowitz Asset Management LLC | 14,178 | $921.0K | 0.23% | −170−1.2% | Reduced |
| Joel Isaacson & Co., LLC | 14,135 | $918.2K | 0.04% | +10.0% | Added |
| Dearborn Partners LLC | 14,132 | $918.0K | 0.04% | +24+0.2% | Added |
| Valeo Financial Advisors, LLC | 14,120 | $917.2K | 0.03% | −2,595−15.5% | Reduced |
| BancorpSouth Bank | 14,093 | $915.5K | 0.06% | +501+3.7% | Added |
| Applied Finance Capital Management, LLC | 14,083 | $914.8K | 0.04% | +5,313+60.6% | Added |
| Berkeley Capital Partners, LLC | 14,042 | $912.2K | 0.26% | −502−3.5% | Reduced |
| BCGM Wealth Management, LLC | 14,011 | $910.1K | 0.30% | +139+1.0% | Added |
| Wealthspire Advisors, LLC | 13,980 | $908.1K | 0.01% | −1,170−7.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,930 | $904.9K | 0.01% | 00.0% | Unchanged |
| BIP Wealth, LLC | 13,867 | $900.8K | 0.06% | +13,867 | New |
| Mengis Capital Management, Inc. | 13,862 | $900.5K | 0.18% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 13,796 | $896.2K | 0.03% | +3,697+36.6% | Added |
| Excalibur Management Corp | 13,741 | $892.6K | 0.34% | −60−0.4% | Reduced |
| Flputnam Investment Management Co | 13,552 | $880.4K | 0.02% | +311+2.3% | Added |
| Vestmark Advisory Solutions, Inc. | 13,522 | $878.4K | 0.03% | +149+1.1% | Added |
| Roundview Capital LLC | 13,503 | $877.2K | 0.06% | −918−6.4% | Reduced |
| Modern Wealth Management, LLC | 13,447 | $873.6K | 0.05% | +337+2.6% | Added |
| Liberty One Investment Management, LLC | 13,360 | $867.9K | 0.09% | −720−5.1% | Reduced |
| Fayez Sarofim & Co | 13,237 | $859.9K | 0.00% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 13,220 | $858.7K | 0.08% | +395+3.1% | Added |
| Lake Street Advisors Group, LLC | 13,200 | $857.4K | 0.04% | +625+5.0% | Added |
| Confluence Investment Management LLC | 13,129 | $852.9K | 0.01% | +13,129 | New |
| Global Retirement Partners, LLC | 13,054 | $848.0K | 0.03% | −908−6.5% | Reduced |
| Principal Street Partners, LLC | 15,404 | $847.9K | 0.14% | +7,660+98.9% | Added |
| Boit C F David | 13,000 | $833.8K | 0.41% | 00.0% | Unchanged |
| FLC Capital Advisors | 12,762 | $829.0K | 0.19% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 12,690 | $824.3K | 0.01% | −5,360−29.7% | Reduced |
| Banco de Sabadell, S.A | 12,675 | $821.0K | 0.62% | −3,568−22.0% | Reduced |
| BKM Wealth Management, LLC | 12,571 | $816.6K | 0.33% | −1,096−8.0% | Reduced |
| North Star Investment Management Corp. | 12,564 | $816.2K | 0.06% | −180−1.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 12,494 | $811.6K | 0.16% | +50+0.4% | Added |
| Gamco Investors, Inc. Et Al | 12,475 | $810.4K | 0.01% | −1,296−9.4% | Reduced |
| Fifth Third Bancorp | 12,441 | $808.2K | 0.00% | −479−3.7% | Reduced |
| Retirement Guys Formula LLC | 12,337 | $801.4K | 0.37% | +817+7.1% | Added |
| Phraction Management LLC | 12,280 | $797.7K | 0.28% | 00.0% | Unchanged |
| Henshaw Capital LLC | 12,094 | $785.6K | 0.03% | +12,094 | New |
| Garner Asset Management Corp | 12,070 | $784.0K | 0.36% | −1,320−9.9% | Reduced |
| Ieq Capital, LLC | 12,055 | $783.1K | 0.01% | +2,271+23.2% | Added |
| Integrated Wealth Concepts LLC | 11,799 | $766.5K | 0.01% | −867−6.8% | Reduced |
| PAX Financial Group, LLC | 11,658 | $757.3K | 0.14% | +67+0.6% | Added |
| Stock Yards Bank & Trust Co | 11,609 | $754.1K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Services | 11,522 | $748.5K | 0.29% | +826+7.7% | Added |
| Headlands Technologies LLC | 11,498 | $746.9K | 0.09% | +11,498 | New |
| Navellier & Associates Inc | 11,492 | $746.5K | 0.10% | 00.0% | Unchanged |
| Shelton Capital Management | 11,446 | $743.5K | 0.02% | +226+2.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,401 | $740.6K | 0.03% | −4,436−28.0% | Reduced |
| Toroso Investments, LLC | 11,384 | $739.5K | 0.01% | −6,091−34.9% | Reduced |
| NBC Securities, Inc. | 11,377 | $739.0K | 0.06% | −488−4.1% | Reduced |
| J.W. Cole Advisors, Inc. | 11,324 | $735.6K | 0.03% | +334+3.0% | Added |
| Sandy Cove Advisors, LLC | 11,321 | $735.4K | 0.30% | +10.0% | Added |
| Strategic Global Advisors, LLC | 11,213 | $728.4K | 0.14% | +5,702+103.5% | Added |
| Transcend Wealth Collective, LLC | 11,202 | $727.7K | 0.05% | −2,838−20.2% | Reduced |
| Manchester Capital Management LLC | 11,142 | $723.8K | 0.08% | 00.0% | Unchanged |
| Rathbone Brothers plc | 11,128 | $722.4K | 0.00% | +210+1.9% | Added |
| Allworth Financial LP | 11,104 | $721.3K | 0.00% | −20−0.2% | Reduced |
| Tiaa Trust, National Association | 11,070 | $719.1K | 0.00% | +926+9.1% | Added |
| Brown Brothers Harriman & Co | 10,979 | $713.2K | 0.00% | −2,408−18.0% | Reduced |
| Leavell Investment Management, Inc. | 10,897 | $707.9K | 0.04% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 10,865 | $705.8K | 0.17% | +559+5.4% | Added |
| Physicians Financial Services, Inc. | 10,723 | $697.0K | 0.22% | +100+0.9% | Added |
| Old North State Trust, LLC | 10,692 | $695.0K | 0.56% | +38+0.4% | Added |
| GAMMA Investing LLC | 10,683 | $694.0K | 0.07% | +3,517+49.1% | Added |
| Twin City Private Wealth, LLC | 10,651 | $691.9K | 0.60% | −167−1.5% | Reduced |
| Susquehanna International Group, LLP | 10,606 | $689.0K | 0.00% | −64,424−85.9% | Reduced |
| PFG Investments, LLC | 10,602 | $688.7K | 0.04% | −313−2.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 10,601 | $688.7K | 0.14% | −1,949−15.5% | Reduced |
| Geneos Wealth Management Inc. | 10,545 | $685.0K | 0.03% | +2,449+30.2% | Added |
| Mission Wealth Management, LP | 10,540 | $684.7K | 0.02% | +1,530+17.0% | Added |