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 |
|---|---|---|---|---|---|
| Aprio Wealth Management, LLC | 7,387 | $479.9K | 0.08% | −617−7.7% | Reduced |
| Graypoint LLC | 7,317 | $475.3K | 0.03% | +25+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 7,252 | $471.1K | 0.01% | −203−2.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,239 | $470.3K | 0.01% | 00.0% | Unchanged |
| United Advisor Group, LLC | 7,205 | $468.0K | 0.11% | +7,205 | New |
| Optas, LLC | 7,147 | $464.3K | 0.11% | +1,446+25.4% | Added |
| Aspen Grove Capital, LLC | 7,145 | $464.2K | 0.10% | +191+2.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,124 | $462.8K | 0.02% | +7,124 | New |
| Sound View Wealth Advisors Group, LLC | 7,073 | $459.5K | 0.04% | −490−6.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 7,032 | $456.8K | 0.04% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 7,029 | $456.7K | 0.01% | +7,029 | New |
| Parsons Capital Management Inc | 7,014 | $455.6K | 0.03% | −50−0.7% | Reduced |
| Freestone Capital Holdings, LLC | 7,012 | $455.5K | 0.02% | −237−3.3% | Reduced |
| Golden State Equity Partners | 7,009 | $455.3K | 0.07% | +7,009 | New |
| Fca Corp | 7,000 | $454.7K | 0.14% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 6,952 | $451.6K | 0.11% | +6,952 | New |
| Sterling Investment Advisors, Ltd. | 6,926 | $449.9K | 0.11% | −250−3.5% | Reduced |
| New Wave Wealth Advisors LLC | 6,819 | $443.0K | 0.20% | −262−3.7% | Reduced |
| Heritage Oak Wealth Advisors LLC | 6,819 | $443.0K | 0.20% | +6,819 | New |
| Hancock Whitney Corp | 6,792 | $441.2K | 0.01% | +1,737+34.4% | Added |
| FRG Family Wealth Advisors LLC | 6,725 | $436.9K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,619 | $431.0K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 6,634 | $430.9K | 0.01% | −4,046−37.9% | Reduced |
| Ti-Trust, Inc | 6,625 | $430.4K | 0.31% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,593 | $428.3K | 0.06% | −54−0.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,606 | $427.0K | 0.20% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,570 | $426.8K | 0.04% | +48+0.7% | Added |
| Aries Wealth Management | 6,529 | $424.1K | 0.12% | −200−3.0% | Reduced |
| Bedel Financial Consulting, Inc. | 6,501 | $422.3K | 0.06% | +11+0.2% | Added |
| Port Capital LLC | 6,500 | $422.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,481 | $421.0K | 0.02% | +2,325+55.9% | Added |
| O'Brien Greene & Co. Inc | 6,479 | $420.9K | 0.13% | −174−2.6% | Reduced |
| First Trust Investment Solutions L.P. | 6,473 | $420.5K | 0.05% | +6,473 | New |
| Bridgefront Capital, LLC | 6,471 | $420.4K | 0.16% | +6,471 | New |
| Breakwater Capital Group | 6,412 | $416.5K | 0.08% | −971−13.2% | Reduced |
| Boothbay Fund Management, LLC | 6,406 | $416.1K | 0.01% | −8,639−57.4% | Reduced |
| Tyler-Stone Wealth Management | 6,396 | $415.5K | 0.08% | +3,198+100.0% | Added |
| Lincoln Capital LLC | 6,385 | $414.8K | 0.09% | −49−0.8% | Reduced |
| Cornerstone Wealth Group, LLC | 6,371 | $413.9K | 0.03% | −351−5.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 6,331 | $411.3K | 0.33% | −27−0.4% | Reduced |
| Mane Global Capital Management LP | 6,314 | $410.2K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 6,299 | $409.2K | 0.01% | +349+5.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,264 | $406.9K | 0.01% | +10.0% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 6,245 | $405.7K | 0.29% | +6,245 | New |
| Octavia Wealth Advisors, LLC | 6,241 | $405.4K | 0.05% | +412+7.1% | Added |
| Independent Advisor Alliance | 6,233 | $404.9K | 0.01% | −895−12.6% | Reduced |
| Crescent Grove Advisors, LLC | 6,219 | $404.0K | 0.04% | +4+0.1% | Added |
| Cetera Trust Company, N.A | 6,195 | $402.4K | 0.25% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,162 | $400.3K | 0.01% | +342+5.9% | Added |
| Wolverine Trading, LLC | 6,117 | $400.3K | 0.01% | +6,117 | New |
| Inscription Capital, LLC | 6,158 | $400.0K | 0.06% | +78+1.3% | Added |
| Tru Independence Asset Management 2, LLC | 6,084 | $395.2K | 0.33% | +6,084 | New |
| Foundations Investment Advisors, LLC | 6,011 | $390.5K | 0.01% | +261+4.5% | Added |
| Phocas Financial Corp. | 6,000 | $389.8K | 0.06% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,000 | $389.8K | 0.02% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 5,973 | $388.0K | 0.07% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 5,965 | $387.5K | 0.32% | +5,965 | New |
| Lindbrook Capital, LLC | 5,959 | $387.1K | 0.03% | −579−8.9% | Reduced |
| Roberts Glore & Co Inc | 5,941 | $385.9K | 0.11% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 5,940 | $385.9K | 0.10% | +91+1.6% | Added |
| Addison Advisors LLC | 5,931 | $385.3K | 0.11% | −273−4.4% | Reduced |
| CVA Family Office, LLC | 5,921 | $384.6K | 0.06% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 5,919 | $384.5K | 0.01% | +5,919 | New |
| Bradley Foster & Sargent Inc | 5,910 | $383.9K | 0.01% | −2,510−29.8% | Reduced |
| Nilsine Partners, LLC | 5,900 | $383.3K | 0.05% | −658−10.0% | Reduced |
| HBW Advisory Services LLC | 5,859 | $380.6K | 0.06% | −44,283−88.3% | Reduced |
| TCG Advisory Services, LLC | 5,797 | $376.6K | 0.02% | +150+2.7% | Added |
| SeaCrest Wealth Management, LLC | 5,779 | $375.4K | 0.04% | +40+0.7% | Added |
| V-Square Quantitative Management LLC | 5,772 | $374.9K | 0.06% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 5,759 | $374.1K | 0.31% | −257−4.3% | Reduced |
| Diligent Investors, LLC | 5,718 | $371.5K | 0.09% | −600−9.5% | Reduced |
| Diversified Trust Co | 5,706 | $370.7K | 0.01% | +142+2.6% | Added |
| Seeds Investor LLC | 5,677 | $368.8K | 0.14% | +1,069+23.2% | Added |
| Argonautica Private Wealth Management, Inc | 5,671 | $368.4K | 0.12% | +20+0.4% | Added |
| Avantax Planning Partners, Inc. | 5,665 | $368.0K | 0.01% | −148−2.5% | Reduced |
| Atlas Brown,Inc. | 5,647 | $366.9K | 0.13% | +10.0% | Added |
| Eagle Bay Advisors LLC | 5,615 | $364.8K | 0.14% | −149−2.6% | Reduced |
| National Wealth Management Group, LLC | 5,569 | $361.8K | 0.25% | +5,569 | New |
| Fielder Capital Group LLC | 5,521 | $358.6K | 0.12% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,504 | $357.5K | 0.05% | +1,805+48.8% | Added |
| Adviser Investments LLC | 5,500 | $357.3K | 0.00% | +1,351+32.6% | Added |
| Farmers & Merchants Investments Inc | 5,461 | $354.7K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,455 | $354.3K | 0.14% | +15+0.3% | Added |
| Drive Wealth Management, LLC | 5,446 | $353.8K | 0.09% | −321−5.6% | Reduced |
| Legacy Private Trust Co. | 5,423 | $352.3K | 0.02% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 5,398 | $350.7K | 0.01% | −332−5.8% | Reduced |
| Hummer Financial Advisory Services Inc | 5,394 | $350.4K | 0.28% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,369 | $348.8K | 0.08% | +237+4.6% | Added |
| Traphagen Investment Advisors LLC | 5,363 | $348.4K | 0.04% | +57+1.1% | Added |
| Sabal Trust CO | 5,355 | $347.9K | 0.02% | −75−1.4% | Reduced |
| Sage Mountain Advisors LLC | 5,341 | $347.0K | 0.03% | +571+12.0% | Added |
| Knights of Columbus Asset Advisors LLC | 5,336 | $346.6K | 0.02% | +124+2.4% | Added |
| Platform Technology Partners | 5,304 | $344.5K | 0.11% | −556−9.5% | Reduced |
| Clarius Group, LLC | 5,286 | $343.4K | 0.02% | −1,466−21.7% | Reduced |
| Sepio Capital, LP | 5,256 | $341.4K | 0.03% | +1,160+28.3% | Added |
| Graybill Bartz & Assoc Ltd | 5,254 | $341.3K | 0.13% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 5,220 | $339.1K | 0.07% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,220 | $338.0K | 0.03% | −1,989−27.6% | Reduced |
| Net Worth Advisory Group | 5,187 | $336.9K | 0.10% | +5,187 | New |
| Resonant Capital Advisors, LLC | 5,183 | $336.7K | 0.02% | +5,183 | New |