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 |
|---|---|---|---|---|---|
| Tritonpoint Wealth, LLC | 10,432 | $682.7K | 0.06% | −1,237−10.6% | Reduced |
| Ameritas Advisory Services, LLC | 10,476 | $680.5K | 0.03% | −617−5.6% | Reduced |
| Nuveen Asset Management, LLC | 10,357 | $672.8K | 0.00% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 10,855 | $671.7K | 0.04% | −231−2.1% | Reduced |
| Everstar Asset Management, LLC | 10,246 | $665.6K | 0.46% | +10,246 | New |
| Kovitz Investment Group Partners, LLC | 12,797 | $664.2K | 0.00% | +1,578+14.1% | Added |
| Chiron Capital Management, LLC | 10,218 | $663.8K | 0.59% | −8,300−44.8% | Reduced |
| Glenview Trust Co | 10,179 | $661.2K | 0.01% | −81−0.8% | Reduced |
| Colonial Trust Co | 10,085 | $655.1K | 0.10% | −110−1.1% | Reduced |
| Advisors Preferred, LLC | 10,131 | $654.9K | 0.10% | +10,131 | New |
| Daymark Wealth Partners, LLC | 10,063 | $653.7K | 0.03% | +538+5.6% | Added |
| Brighton Jones LLC | 10,033 | $651.7K | 0.02% | +2,758+37.9% | Added |
| Mezzasalma Advisors, LLC | 9,990 | $649.0K | 0.26% | +320+3.3% | Added |
| Schrum Private Wealth Management LLC | 9,932 | $645.2K | 0.33% | +3,709+59.6% | Added |
| Perigon Wealth Management, LLC | 9,925 | $644.7K | 0.02% | −11−0.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 9,925 | $644.7K | 0.22% | −250−2.5% | Reduced |
| Cozad Asset Management Inc | 9,905 | $643.4K | 0.06% | −305−3.0% | Reduced |
| Smart Money Group LLC | 10,558 | $643.1K | 0.23% | +921+9.6% | Added |
| Ashton Thomas Private Wealth, LLC | 9,847 | $639.7K | 0.03% | +354+3.7% | Added |
| Merit Financial Group, LLC | 9,839 | $639.1K | 0.01% | −5,874−37.4% | Reduced |
| Callan Capital, LLC | 9,831 | $638.6K | 0.04% | +3,191+48.1% | Added |
| Ausdal Financial Partners, Inc. | 9,775 | $635.0K | 0.07% | −471−4.6% | Reduced |
| Red Door Wealth Management, LLC | 9,752 | $633.5K | 0.11% | −121−1.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 11,444 | $629.3K | 0.24% | 00.0% | Unchanged |
| LGL Partners, LLC | 9,679 | $628.7K | 0.09% | −1,617−14.3% | Reduced |
| Level Four Advisory Services, LLC | 10,145 | $618.0K | 0.03% | −831−7.6% | Reduced |
| West Family Investments, Inc. | 9,491 | $616.5K | 0.21% | +375+4.1% | Added |
| Ignite Planners, LLC | 9,479 | $615.7K | 0.14% | −308−3.1% | Reduced |
| Hanson & Doremus Investment Management | 9,436 | $613.0K | 0.10% | −8,823−48.3% | Reduced |
| Axxcess Wealth Management, LLC | 9,422 | $612.1K | 0.02% | +1,163+14.1% | Added |
| Moloney Securities Asset Management, LLC | 9,416 | $611.7K | 0.08% | −22−0.2% | Reduced |
| Wealth Alliance | 9,397 | $610.5K | 0.07% | −89−0.9% | Reduced |
| Powers Advisory Group, LLC | 9,362 | $608.1K | 0.30% | −26−0.3% | Reduced |
| PDS Planning, Inc | 9,338 | $606.6K | 0.05% | +657+7.6% | Added |
| Financial & Tax Architects, LLC | 9,303 | $604.3K | 0.16% | +190+2.1% | Added |
| Thomasville National Bank | 9,267 | $602.0K | 0.04% | −40,430−81.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 9,261 | $601.6K | 0.26% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 9,220 | $598.9K | 0.13% | +282+3.2% | Added |
| Claro Advisors LLC | 9,180 | $596.3K | 0.08% | +2,005+27.9% | Added |
| Riverwater Partners LLC | 9,251 | $593.4K | 0.29% | −370−3.8% | Reduced |
| KC Investment Advisors, LLC | 9,073 | $589.4K | 0.25% | +986+12.2% | Added |
| Roman Butler Fullerton & Co | 9,281 | $587.7K | 0.18% | +141+1.5% | Added |
| Kingsview Wealth Management, LLC | 9,035 | $586.9K | 0.01% | −104−1.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 9,032 | $586.7K | 0.06% | −1,200−11.7% | Reduced |
| Dana Investment Advisors, Inc. | 9,017 | $585.7K | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 9,010 | $585.3K | 0.01% | +9,010 | New |
| Malaga Cove Capital, LLC | 8,978 | $583.2K | 0.23% | +100+1.1% | Added |
| Boston Trust Walden Corp | 8,970 | $582.7K | 0.00% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 8,936 | $580.5K | 0.00% | −999−10.1% | Reduced |
| Hilltop National Bank | 8,931 | $580.2K | 0.18% | −190−2.1% | Reduced |
| Icon Wealth Advisors, LLC | 8,899 | $578.1K | 0.05% | +578+6.9% | Added |
| Jacobi Capital Management LLC | 8,886 | $577.2K | 0.04% | +1,038+13.2% | Added |
| RS Crum Inc. | 8,870 | $576.2K | 0.14% | −10.0% | Reduced |
| First Hawaiian Bank | 8,828 | $573.5K | 0.02% | −14,784−62.6% | Reduced |
| Court Place Advisors, LLC | 8,825 | $573.3K | 0.17% | −150−1.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,769 | $569.6K | 0.01% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 8,752 | $569.5K | 0.05% | +383+4.6% | Added |
| WSFS Capital Management, LLC | 8,730 | $567.1K | 0.03% | −837−8.7% | Reduced |
| Private Trust Co NA | 8,677 | $563.7K | 0.06% | −572−6.2% | Reduced |
| Beutel, Goodman & Co Ltd. | 8,630 | $560.0K | 0.00% | −970−10.1% | Reduced |
| Country Club Bank | 8,496 | $556.0K | 0.04% | −84−1.0% | Reduced |
| Phillips Wealth Planners LLC | 8,777 | $554.5K | 0.53% | −392−4.3% | Reduced |
| Ransom Advisory, Ltd | 8,533 | $554.3K | 0.26% | −500−5.5% | Reduced |
| Centaurus Financial, Inc. | 8,531 | $554.0K | 0.04% | −7−0.1% | Reduced |
| Spinnaker Trust | 8,485 | $551.2K | 0.03% | −250−2.9% | Reduced |
| Principle Wealth Partners LLC | 8,469 | $550.1K | 0.04% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 8,469 | $550.1K | 0.17% | +58+0.7% | Added |
| Chicago Capital, LLC | 8,434 | $547.9K | 0.02% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 8,434 | $547.9K | 0.32% | +485+6.1% | Added |
| Douglass Winthrop Advisors, LLC | 8,395 | $545.3K | 0.01% | −159−1.9% | Reduced |
| Marcum Wealth, LLC | 8,389 | $544.9K | 0.05% | −711−7.8% | Reduced |
| Stratos Wealth Partners, LTD. | 8,314 | $540.1K | 0.01% | −311−3.6% | Reduced |
| Hunter Associates Investment Management LLC | 8,250 | $536.0K | 0.08% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 8,206 | $533.1K | 0.02% | −2,842−25.7% | Reduced |
| Sky Investment Group LLC | 8,190 | $532.0K | 0.10% | −925−10.1% | Reduced |
| WealthTrust Axiom LLC | 8,154 | $529.7K | 0.16% | +77+1.0% | Added |
| 44 Wealth Management LLC | 8,692 | $527.1K | 0.19% | +8,692 | New |
| Fulton Bank, N.A. | 8,069 | $524.2K | 0.02% | −1,429−15.0% | Reduced |
| Valley National Advisers Inc | 8,083 | $524.0K | 0.09% | −10,159−55.7% | Reduced |
| Woodmont Investment Counsel LLC | 8,051 | $523.0K | 0.04% | −547−6.4% | Reduced |
| Allen Investment Management LLC | 8,005 | $520.0K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 7,948 | $516.3K | 0.00% | +487+6.5% | Added |
| Tranquilli Financial Advisor LLC | 7,942 | $515.9K | 0.32% | +20.0% | Added |
| Simon Quick Advisors, LLC | 7,843 | $509.5K | 0.03% | +7,843 | New |
| Rbo & Co LLC | 7,769 | $504.7K | 0.08% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 7,724 | $501.8K | 0.03% | +891+13.0% | Added |
| BSW Wealth Partners | 7,679 | $498.9K | 0.07% | +101+1.3% | Added |
| First Horizon Advisors, Inc. | 7,663 | $497.8K | 0.01% | +207+2.8% | Added |
| Scharf Investments, LLC | 7,660 | $497.6K | 0.01% | −1,730,374−99.6% | Reduced |
| South State Corp. | 7,648 | $496.8K | 0.03% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 7,627 | $495.4K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 7,595 | $493.4K | 0.06% | −332−4.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 7,583 | $492.5K | 0.01% | +456+6.4% | Added |
| Searle & Co. | 7,500 | $487.2K | 0.12% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 7,484 | $486.0K | 0.17% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 7,447 | $483.7K | 0.22% | −128−1.7% | Reduced |
| Rehmann Capital Advisory Group | 7,402 | $483.4K | 0.03% | +570+8.3% | Added |
| Cohen Investment Advisors LLC | 7,418 | $481.9K | 0.29% | −975−11.6% | Reduced |
| Byrne Asset Management LLC | 7,400 | $480.7K | 0.33% | – | – |
| Douglas Lane & Associates, LLC | 7,394 | $480.3K | 0.01% | −350−4.5% | Reduced |