Skip to main content
Livermore
Livermore
ZHEN

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

Q4 2024 vs. Q3 2024

How the institutions holding Unilever PLC changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of UL: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1,175231,188+36
Shares218.9M3.59M219.6M+4.28M (+2.0%)
Value$14.2B$233.3M$12.5B−$1.52B (−10.9%)

23 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (141)

Institutions that held Unilever PLC at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 141 by value.

Institutions new to UL in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc3,118,273$176.8M0.07%
Renaissance Technologies LLC681,240$38.6M0.06%
Two Sigma Investments, LP175,195$9.93M0.02%
Cary Street Partners Financial LLC163,509$9.27M0.30%
Abc Arbitrage SA151,767$8.61M1.23%
GFS Advisors, LLC136,782$7.76M1.18%
Qube Research & Technologies Ltd94,495$5.36M0.01%
Evelyn Partners Asset Management Ltd87,828$4.98M1.34%
Mackenzie Financial Corp81,443$4.62M0.01%
Bayesian Capital Management, LP73,500$4.17M0.51%
JPL Wealth Management, LLC56,115$3.18M0.91%
Guardian Partners Inc.50,600$2.84M0.29%
Natural Investments, LLC47,456$2.69M0.74%
Campbell & CO Investment Adviser LLC43,289$2.45M0.19%
Parr McKnight Wealth Management Group, LLC42,428$2.41M0.34%
Aquatic Capital Management LLC42,000$2.38M0.06%
Two Sigma Advisers, LP34,900$1.98M0.00%
Entropy Technologies, LP31,915$1.81M0.19%
Engineers Gate Manager LP31,244$1.77M0.03%
SBI Securities Co., Ltd.21,320$1.21M0.04%
Flow Traders U.S. LLC21,170$1.20M0.05%
Balyasny Asset Management LLC20,560$1.17M0.00%
Callan Family Office, LLC20,354$1.15M0.07%
Aigen Investment Management, LP19,839$1.12M0.20%
Evelyn Partners Investment Management LLP17,340$983.2K0.03%
Meriwether Wealth & Planning, LLC15,528$880.4K0.63%
Y-Intercept (Hong Kong) Ltd14,391$816.0K0.05%
Potentia Wealth13,816$783.4K0.35%
Tudor Investment Corp Et Al13,496$765.2K0.01%
Global View Capital Management LLC13,246$748.7K0.26%
Voloridge Investment Management, LLC12,048$683.1K0.00%
Dynamic Technology Lab Private Ltd10,346$587.0K0.09%
Strive Asset Management, LLC9,536$540.7K0.41%
Avantra Family Wealth, Inc.9,327$528.8K0.49%
FORA Capital, LLC8,939$506.8K0.06%
DecisionMap Wealth Management, LLC8,936$506.6K0.40%
Brucke Financial, Inc.8,825$506.4K0.44%
Two Sigma Securities, LLC8,425$477.7K0.09%
Haven Private, LLC7,941$450.3K0.25%
Sagespring Wealth Partners, LLC7,798$442.1K0.01%
Bridgewater Associates, LP7,760$440.0K0.00%
Sage Investment Counsel LLC7,659$434.3K0.57%
Cravens & Co Advisors, LLC7,471$423.6K0.32%
Hickory Asset Management, Inc.7,390$419.0K0.36%
Boston Private Wealth LLC7,276$412.5K0.01%
Oregon Pacific Wealth Management, LLC7,199$408.2K0.40%
Novem Group7,001$397.0K0.06%
Manske Wealth Management6,921$392.4K0.16%
BridgePort Financial Solutions, LLC6,821$385.2K0.17%
Crux Wealth Advisors6,605$374.5K0.21%
Griffith & Werner, Inc.6,473$367.0K0.24%
SageView Advisory Group, LLC6,188$350.8K0.02%
Certior Financial Group, LLC5,842$331.2K0.29%
Sierra Ocean, LLC5,553$314.9K0.26%
May Hill Capital, LLC5,213$295.6K0.11%
IFG Advisory, LLC4,618$261.9K0.01%
Capital Advantage, Inc.4,268$242.0K0.04%
New Republic Capital, LLC4,169$236.4K0.15%
RD Lewis Holdings, Inc.3,926$228.8K0.25%
Kathmere Capital Management, LLC3,995$226.5K0.02%
MONECO Advisors, LLC3,900$221.2K0.02%
R Squared Ltd3,880$220.0K0.21%
Wedbush Securities Inc3,850$218.0K0.01%
Stokes Family Office, LLC3,777$214.2K0.02%
Proficio Capital Partners LLC3,700$209.8K0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,687$209.1K0.01%
Cypress Wealth Services, LLC3,685$209.0K0.04%
Tradewinds, LLC.3,408$200.3K0.06%
Contravisory Investment Management, Inc.3,468$196.6K0.04%
Parvin Asset Management, LLC3,385$191.9K0.21%
Ameriflex Group, Inc.3,096$177.7K0.08%
SG Americas Securities, LLC2,980$169.0K0.00%
Evelyn Partners Investment Management (Europe) Ltd2,800$158.8K0.06%
UMA Financial Services, Inc.1,627$92.2K0.02%
Millstone Evans Group, LLC1,309$74.2K0.05%
Flagship Wealth Advisors, LLC1,071$60.7K0.04%
Greenline Partners, LLC1,021$57.9K0.01%
Aventura Private Wealth, LLC992$56.2K0.03%
Whipplewood Advisors, LLC948$53.8K0.03%
Caitong International Asset Management Co., Ltd900$51.0K0.05%
Evelyn Partners Investment Management Services Ltd875$49.6K0.01%
Medallion Wealth Advisors, LLC827$48.0K0.02%
Accredited Wealth Management, LLC766$43.4K0.04%
Kestra Investment Management, LLC756$42.9K0.00%
Murphy & Mullick Capital Management Corp688$39.0K0.04%
Newbridge Financial Services Group, Inc.636$36.1K0.01%
Union Bancaire Privee, UBP SA706$35.9K0.00%
Mainstream Capital Management LLC543$30.8K0.02%
Roxbury Financial LLC509$30.5K0.03%
Vermillion Wealth Management, Inc.522$29.6K0.02%
American National Bank500$28.4K0.00%
VSM Wealth Advisory, LLC500$28.4K0.01%
Financial Life Planners486$27.5K0.02%
Golden State Wealth Management, LLC450$25.5K0.00%
Richards, Merrill & Peterson, Inc.423$24.0K0.01%
Duncker Streett & Co Inc423$24.0K0.00%
Wood Tarver Financial Group, LLC372$21.0K0.01%
Noble Wealth Management PBC369$20.9K0.01%
Measured Risk Portfolios, Inc.348$19.7K0.02%
Centricity Wealth Management, LLC329$18.7K0.02%

Sold out (105)

Institutions that held Unilever PLC at the end of Q3 2024 and filed for Q4 2024 without it.

Showing the largest 100 of 105 by value.

Institutions that sold out of UL in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
LMR Partners LLP830,860$54.0M
Canoe Financial LP358,478$23.5M
Optiver Holding B.V.232,614$15.1M
Mediolanum International Funds Ltd109,393$7.17M
Clear Street Markets LLC175,561$5.22M
Azzad Asset Management Inc73,564$4.78M
Dynamic Advisor Solutions LLC70,815$4.60M
Keene & Associates, Inc.64,092$4.16M
Parallax Volatility Advisers, L.P.55,630$3.61M
Veriti Management LLC46,837$3.04M
Caption Management, LLC45,000$2.92M
Legacy Wealth Management, LLC44,410$2.88M
International Assets Investment Management, LLC183,306$2.82M
Trexquant Investment LP39,182$2.55M
GTS Securities LLC32,707$2.12M
Northwest & Ethical Investments L.P.22,951$1.49M
Seven Eight Capital, LP22,515$1.46M
Sowell Financial Services LLC22,251$1.45M
Aua Capital Management, LLC21,982$1.43M
Griffin Asset Management, Inc.21,700$1.41M
Smith Thornton Advisors LLC20,004$1.30M
Scott & Selber, Inc.19,486$1.27M
Prudential Financial Inc18,872$1.23M
Summit Trail Advisors, LLC15,856$1.03M
Marshall Wace, LLP15,440$1.00M
River Street Advisors LLC14,273$927.2K
Headlands Technologies LLC11,498$746.9K
Chiron Capital Management, LLC10,218$663.8K
Advisors Preferred, LLC10,131$654.9K
Scharf Investments, LLC7,660$497.6K
Blueshift Asset Management, LLC6,952$451.6K
Heritage Oak Wealth Advisors LLC6,819$443.0K
Boothbay Fund Management, LLC6,406$416.1K
Gentry Private Wealth, LLC5,759$374.1K
National Wealth Management Group, LLC5,569$361.8K
Adviser Investments LLC5,500$357.3K
Folger Nolan Fleming Douglas Capital Management, Inc5,076$329.7K
StoneX Group Inc.5,056$328.4K
Capstone Investment Advisors, LLC4,957$322.0K
Strategic Wealth Partners, Ltd.4,955$321.9K
Barry Investment Advisors, LLC4,924$319.9K
Phoenix Holdings Ltd.4,892$318.5K
First County Bank4,815$312.8K
Balanced Rock Investment Advisor4,148$269.5K
Waterloo Capital, L.P.4,091$265.7K
Equitable Holdings, Inc.4,064$264.0K
Gladstone Institutional Advisory LLC3,949$256.5K
Keel Point, LLC3,799$246.8K
Alan B. Lancz & Associates, Inc.3,750$243.6K
Hemenway Trust Co LLC3,682$239.2K
Code Waechter LLC3,632$236.0K
Moody Lynn & Lieberson, LLC3,604$234.1K
High Net Worth Advisory Group LLC3,593$233.4K
Abel Hall, LLC3,524$228.9K
Nixon Peabody Trust Co3,512$228.1K
Boston Family Office LLC3,511$228.0K
Verity & Verity, LLC3,500$227.4K
Cladis Investment Advisory, LLC3,500$227.4K
Brookstone Capital Management3,479$226.0K
Pinnacle Wealth Planning Services, Inc.3,473$225.6K
Mystic Asset Management, Inc.3,400$220.9K
MMBG Investment Advisors Co.3,381$219.6K
Chatham Capital Group, Inc.3,338$216.8K
Pinnacle Wealth Management Advisory Group, LLC3,327$216.1K
Klingenstein Fields & Co LP3,325$216.0K
David Loasby3,400$213.9K
Retirement Planning Co of New England, Inc.3,260$211.8K
Marble Harbor Investment Counsel, LLC3,200$207.9K
BTG Pactual Asset Management US LLC3,823$206.6K
Quadrant Private Wealth Management, LLC3,146$204.4K
Cullen Investment Group, Ltd.3,134$203.6K
DMG Group, LLC3,132$203.5K
Nations Financial Group Inc,3,128$203.2K
Richard C. Young & CO., LTD.3,124$202.9K
Intergy Private Wealth, LLC3,101$201.4K
Ambassador Advisors, LLC3,097$201.2K
Western Wealth Management, LLC3,092$200.9K
Coastwise Capital Group, LLC3,090$200.7K
SL Advisors, LLC2,590$168.2K
Reuter James Wealth Management, LLC2,454$159.4K
CNB Bank1,229$79.8K
Strengthening Families & Communities, LLC1,200$78.0K
LFA - Lugano Financial Advisors SA1,100$71.5K
Planned Solutions, Inc.900$58.5K
Elequin Capital LP617$40.1K
Jamison Private Wealth Management, Inc.605$39.3K
E Fund Management (Hong Kong) Co., Ltd.542$35.0K
Jaffetilchin Investment Partners, LLC515$33.5K
Householder Group Estate & Retirement Specialist, LLC449$29.0K
Aspire Private Capital, LLC404$26.3K
Wintrust Investments LLC349$22.0K
Costello Asset Management, INC275$17.9K
Ashton Thomas Securities, LLC264$17.1K
Redmont Wealth Advisors LLC235$15.3K
Foster Dykema Cabot & Partners, LLC222$14.4K
McMahon Financial Advisors, LLC206$13.4K
Reston Wealth Management LLC204$13.3K
Hobbs Group Advisors, LLC133$8.64K
Fortitude Family Office, LLC131$8.51K
Voisard Asset Management Group, Inc.114$7.41K

Not filed for Q4 2024 yet (23)

Institutions that held Unilever PLC at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UL in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates2,342,864$152.2M
Prio Wealth Limited Partnership331,038$21.5M
Raymond James Financial Services Advisors, Inc.241,694$15.7M
First Personal Financial Services143,496$9.32M
Chartwell Investment Partners, LLC129,692$8.43M
GYL Financial Synergies, LLC68,068$4.42M
Smithbridge Asset Management Inc63,138$4.10M
Cary Street Partners Asset Management LLC59,150$3.84M
Guardian Capital Advisors LP52,690$3.41M
Raymond James Trust N.A.46,694$3.03M
SpiderRock Advisors, LLC41,973$2.73M
Northwest Investment Counselors, LLC35,459$2.30M
First Trust Investment Solutions L.P.6,473$420.5K
Inscription Capital, LLC6,158$400.0K
Graybill Bartz & Assoc Ltd5,254$341.3K
Boston Mountain Money Management Inc4,488$291.5K
FinTrust Capital Advisors, LLC4,093$265.9K
Alera Investment Advisors, LLC3,746$243.3K
9258 Wealth Management, LLC3,576$232.3K
Carmichael Hill & Associates, Inc.1,774$115.2K
Peterson Financial Group, Inc.96$6.25K
VitalStone Financial, LLC49$3.18K
ClariVest Asset Management LLC35$1.94K