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; 1,192 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 | 1,192 | $15.5B |
| Q1 2026 | 1,174 | $13.7B |
| Q4 2025 | 1,157 | $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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 5,401 | $336.1K | 0.02% | +1,213+29.0% | Added |
| Caldwell Trust Co | 5,155 | $334.9K | 0.04% | −1,175−18.6% | Reduced |
| Borer Denton & Associates, Inc. | 5,155 | $334.9K | 0.11% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 5,146 | $334.3K | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,132 | $333.4K | 0.01% | +509+11.0% | Added |
| Franklin Street Advisors Inc | 5,123 | $333.0K | 0.02% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,125 | $332.9K | 0.13% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5,117 | $332.4K | 0.06% | −406−7.4% | Reduced |
| IFP Advisors, Inc | 5,113 | $332.2K | 0.01% | +298+6.2% | Added |
| AdvisorNet Financial, Inc | 5,099 | $331.2K | 0.02% | +66+1.3% | Added |
| Atlantic Union Bankshares Corp | 5,099 | $331.2K | 0.02% | −655−11.4% | Reduced |
| Steinberg Asset Management LLC | 5,087 | $330.5K | 0.25% | −13−0.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,076 | $329.7K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 5,056 | $328.4K | 0.02% | +5,056 | New |
| Walleye Trading LLC | 4,984 | $323.8K | 0.01% | +4,984 | New |
| Blue Barn Wealth, LLC | 4,975 | $323.2K | 0.17% | +636+14.7% | Added |
| Intrua Financial, LLC | 4,965 | $322.5K | 0.05% | −966−16.3% | Reduced |
| Capstone Investment Advisors, LLC | 4,957 | $322.0K | 0.01% | +4,957 | New |
| Strategic Wealth Partners, Ltd. | 4,955 | $321.9K | 0.03% | −418−7.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,926 | $320.0K | 0.03% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 4,924 | $319.9K | 0.10% | −109,119−95.7% | Reduced |
| Augustine Asset Management Inc | 4,917 | $319.4K | 0.11% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 4,892 | $318.5K | 0.00% | +4,892 | New |
| Tacita Capital Inc | 4,900 | $318.3K | 0.21% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,884 | $317.3K | 0.03% | −373−7.1% | Reduced |
| SPC Financial, Inc. | 4,875 | $316.7K | 0.03% | −100−2.0% | Reduced |
| Absher Wealth Management, LLC | 4,875 | $316.7K | 0.04% | −79−1.6% | Reduced |
| Frank, Rimerman Advisors LLC | 4,828 | $313.6K | 0.02% | −8,373−63.4% | Reduced |
| First County Bank | 4,815 | $312.8K | 0.15% | −3,800−44.1% | Reduced |
| Canandaigua National Bank & Trust Co | 4,782 | $310.6K | 0.03% | −32−0.7% | Reduced |
| Great Diamond Partners, LLC | 4,723 | $306.8K | 0.08% | −1,740−26.9% | Reduced |
| Seven Mile Advisory | 4,721 | $306.7K | 0.20% | +240+5.4% | Added |
| Fiduciary Financial Group, LLC | 4,875 | $306.6K | 0.07% | +201+4.3% | Added |
| Chicago Trust Co NA | 4,702 | $305.4K | 0.05% | −58−1.2% | Reduced |
| Delta Financial Advisors LLC | 4,640 | $301.4K | 0.11% | +3+0.1% | Added |
| Schnieders Capital Management LLC | 4,638 | $301.3K | 0.06% | +26+0.6% | Added |
| Boston Financial Mangement LLC | 4,611 | $299.5K | 0.01% | −840−15.4% | Reduced |
| Grove Bank & Trust | 4,595 | $298.5K | 0.04% | +302+7.0% | Added |
| Tradition Wealth Management, LLC | 4,548 | $295.4K | 0.03% | +30+0.7% | Added |
| Empire Financial Management Company, LLC | 4,546 | $295.3K | 0.09% | −1,000−18.0% | Reduced |
| Good Life Advisors, LLC | 4,536 | $294.7K | 0.02% | +196+4.5% | Added |
| Carr Financial Group Corp | 4,532 | $294.4K | 0.09% | +8+0.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,532 | $294.4K | 0.06% | +530+13.2% | Added |
| Embree Financial Group | 4,527 | $294.1K | 0.05% | +18+0.4% | Added |
| Marino, Stram & Associates LLC | 4,522 | $293.8K | 0.07% | +3+0.1% | Added |
| Lafayette Investments, Inc. | 4,520 | $293.6K | 0.06% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 4,513 | $293.2K | 0.02% | −31−0.7% | Reduced |
| M. Kulyk & Associates, LLC | 4,502 | $292.4K | 0.06% | −72−1.6% | Reduced |
| Empower Advisory Group, LLC | 4,501 | $292.4K | 0.00% | −677−13.1% | Reduced |
| Keeley-Teton Advisors, LLC | 4,500 | $292.3K | 0.03% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 4,488 | $291.5K | 0.02% | +4,488 | New |
| Boston Mountain Money Management Inc | 4,488 | $291.5K | 0.17% | +459+11.4% | Added |
| Cable Hill Partners, LLC | 4,462 | $289.9K | 0.03% | −675−13.1% | Reduced |
| Cromwell Holdings LLC | 4,445 | $288.7K | 0.19% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4,442 | $288.6K | 0.24% | −278−5.9% | Reduced |
| Aurora Private Wealth, Inc. | 4,407 | $286.0K | 0.22% | −115−2.5% | Reduced |
| Alhambra Investment Partners LLC | 4,400 | $285.8K | 0.15% | 00.0% | Unchanged |
| Essex Savings Bank | 4,400 | $285.8K | 0.07% | +8+0.2% | Added |
| Kuhn & Co Investment Counsel | 4,388 | $285.0K | 0.24% | 00.0% | Unchanged |
| Human Investing LLC | 4,384 | $284.8K | 0.05% | −302−6.4% | Reduced |
| Five Oceans Advisors | 4,378 | $284.4K | 0.14% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,374 | $284.1K | 0.01% | +1,196+37.6% | Added |
| WoodTrust Financial Corp | 4,350 | $283.0K | 0.04% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 4,355 | $282.9K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 4,354 | $282.8K | 0.04% | +161+3.8% | Added |
| Washington Trust Advisors, Inc. | 4,341 | $282.0K | 0.02% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,331 | $281.3K | 0.01% | +39+0.9% | Added |
| Live Oak Private Wealth LLC | 4,323 | $280.8K | 0.05% | −108,145−96.2% | Reduced |
| Wellington Shields & Co., LLC | 4,312 | $280.1K | 0.09% | −700−14.0% | Reduced |
| Traveka Wealth, LLC | 4,304 | $279.6K | 0.14% | +296+7.4% | Added |
| Wallace Advisory Group, LLC | 5,069 | $278.7K | 0.20% | −205−3.9% | Reduced |
| Summit Financial, LLC | 4,285 | $278.4K | 0.01% | +4,285 | New |
| Beacon Investment Advisory Services, Inc. | 4,285 | $278.4K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 4,287 | $278.0K | 0.00% | −126−2.9% | Reduced |
| Eqis Capital Management, Inc. | 4,269 | $277.3K | 0.02% | −643−13.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,254 | $277.0K | 0.03% | −901−17.5% | Reduced |
| Moseley Investment Management Inc | 4,264 | $277.0K | 0.11% | +46+1.1% | Added |
| Financial Advocates Investment Management | 4,264 | $277.0K | 0.02% | +342+8.7% | Added |
| Somerville Kurt F | 4,242 | $275.6K | 0.04% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,144 | $271.2K | 0.04% | +16+0.4% | Added |
| Edge Capital Group, LLC | 4,168 | $270.8K | 0.01% | −448−9.7% | Reduced |
| Broadwater Capital Management LLC | 4,150 | $269.6K | 0.20% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 4,148 | $269.5K | 0.21% | −341−7.6% | Reduced |
| Oarsman Capital, Inc. | 4,133 | $268.5K | 0.05% | +4,133 | New |
| Moneta Group Investment Advisors LLC | 4,123 | $267.8K | 0.00% | +4,123 | New |
| FinTrust Capital Advisors, LLC | 4,093 | $265.9K | 0.05% | −66−1.6% | Reduced |
| Waterloo Capital, L.P. | 4,091 | $265.7K | 0.03% | +4,091 | New |
| Toronto Dominion Bank | 4,076 | $264.8K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,064 | $264.0K | 0.00% | +420+11.5% | Added |
| Carret Asset Management, LLC | 4,044 | $262.7K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,200 | $262.7K | 0.06% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,009 | $260.4K | 0.02% | +4,009 | New |
| Spears Abacus Advisors LLC | 3,987 | $259.0K | 0.01% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 3,985 | $258.8K | 0.05% | +81+2.1% | Added |
| Gladstone Institutional Advisory LLC | 3,949 | $256.5K | 0.01% | −561−12.4% | Reduced |
| S.A. Mason LLC | 3,883 | $252.2K | 0.13% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 3,867 | $251.2K | 0.12% | +3,867 | New |
| Riverview Trust Co | 3,849 | $250.0K | 0.22% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3,799 | $246.8K | 0.04% | −496−11.5% | Reduced |
| Keel Point, LLC | 3,799 | $246.8K | 0.02% | +90+2.4% | Added |