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, Q4 2024
Institutional positions in Unilever PLC as of Dec 31, 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
- 1,188
- +36 vs. Q3 2024
- Shares held
- 219.6M
- +4.28M (+2.0%) vs. Q3 2024
- Total value
- $12.5B
- −$1.52B (−10.9%) vs. Q3 2024
- New holders
- 141
- 454 more added
- Sold out
- 105
- 408 more reduced
23 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 1,200 | $68.0K | 0.01% | −172−12.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,201 | $68.1K | 0.01% | −10−0.8% | Reduced |
| Field & Main Bank | 1,225 | $69.5K | 0.02% | −200−14.0% | Reduced |
| West Branch Capital LLC | 1,226 | $69.5K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,234 | $70.0K | 0.00% | +1,099+814.1% | Added |
| LRI Investments, LLC | 1,245 | $70.6K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,309 | $74.2K | 0.05% | +1,309 | New |
| Continuum Advisory, LLC | 1,333 | $75.6K | 0.01% | +332+33.2% | Added |
| Pingora Partners LLC | 1,392 | $78.9K | 0.05% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,477 | $83.7K | 0.00% | −524−26.2% | Reduced |
| Evermay Wealth Management LLC | 1,485 | $84.2K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1,500 | $85.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,517 | $86.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,574 | $89.2K | 0.01% | −95−5.7% | Reduced |
| Avalon Trust Co | 1,600 | $90.7K | 0.01% | +1,000+166.7% | Added |
| UMA Financial Services, Inc. | 1,627 | $92.2K | 0.02% | +1,627 | New |
| Atlas Capital Advisors LLC | 1,627 | $92.3K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,700 | $96.4K | 0.02% | −136−7.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,735 | $98.4K | 0.01% | −1,343−43.6% | Reduced |
| Thompson Investment Management, Inc. | 1,750 | $99.2K | 0.01% | −200−10.3% | Reduced |
| Central Trust Co | 1,807 | $102.5K | 0.00% | +500+38.3% | Added |
| Glen Eagle Advisors, LLC | 1,812 | $102.7K | 0.02% | 00.0% | Unchanged |
| Hara Capital LLC | 1,882 | $106.7K | 0.07% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,922 | $109.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,975 | $112.0K | 0.21% | −2,467−55.5% | Reduced |
| CoreCap Advisors, LLC | 1,978 | $112.2K | 0.01% | +65+3.4% | Added |
| Rothschild Investment LLC | 2,020 | $114.5K | 0.01% | −61−2.9% | Reduced |
| Skopos Labs, Inc. | 2,034 | $115.3K | 0.03% | +1,414+228.1% | Added |
| Global Trust Asset Management, LLC | 2,062 | $116.9K | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 2,100 | $119.1K | 0.00% | −99−4.5% | Reduced |
| Park Place Capital Corp | 2,155 | $122.2K | 0.03% | −332−13.3% | Reduced |
| Chilton Capital Management LLC | 2,203 | $124.9K | 0.01% | +492+28.8% | Added |
| Ci Investments Inc. | 2,196 | $125.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,351 | $133.3K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,494 | $141.4K | 0.06% | +335+15.5% | Added |
| West Paces Advisors Inc. | 2,500 | $141.8K | 0.03% | −200−7.4% | Reduced |
| Bessemer Group Inc | 2,509 | $143.0K | 0.00% | +149+6.3% | Added |
| Montag A & Associates Inc | 2,600 | $147.4K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,636 | $149.5K | 0.03% | −25,733−90.7% | Reduced |
| St Germain D J Co Inc | 2,729 | $154.7K | 0.01% | +1,868+217.0% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 2,800 | $158.8K | 0.06% | +2,800 | New |
| Heritage Wealth Advisors | 2,815 | $159.6K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,890 | $163.9K | 0.01% | −10−0.3% | Reduced |
| Creative Financial Designs Inc | 2,966 | $168.2K | 0.01% | +185+6.7% | Added |
| SG Americas Securities, LLC | 2,980 | $169.0K | 0.00% | +2,980 | New |
| Human Investing LLC | 3,015 | $171.0K | 0.03% | −1,369−31.2% | Reduced |
| Ameriflex Group, Inc. | 3,096 | $177.7K | 0.08% | +3,096 | New |
| Edmond de Rothschild Holding S.A. | 3,213 | $182.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,297 | $186.9K | 0.05% | +1,974+149.2% | Added |
| Arlington Trust Co LLC | 3,333 | $189.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 3,350 | $189.9K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4,190 | $190.7K | 0.09% | +4,162+14,864.3% | Added |
| Parvin Asset Management, LLC | 3,385 | $191.9K | 0.21% | +3,385 | New |
| Contravisory Investment Management, Inc. | 3,468 | $196.6K | 0.04% | +3,468 | New |
| Bruce G. Allen Investments, LLC | 3,513 | $199.2K | 0.16% | −123−3.4% | Reduced |
| Tradewinds, LLC. | 3,408 | $200.3K | 0.06% | +3,408 | New |
| Kovack Advisors, Inc. | 3,533 | $200.3K | 0.02% | +41+1.2% | Added |
| Catalina Capital Group, LLC | 3,535 | $200.4K | 0.07% | +452+14.7% | Added |
| HBK Sorce Advisory LLC | 3,544 | $200.9K | 0.01% | +33+0.9% | Added |
| Causeway Capital Management LLC | 3,566 | $202.2K | 0.00% | −177−4.7% | Reduced |
| Symphony Financial, Ltd. Co. | 3,570 | $203.2K | 0.03% | −574−13.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,588 | $203.4K | 0.06% | +10.0% | Added |
| Harbour Investments, Inc. | 3,613 | $204.9K | 0.01% | +600+19.9% | Added |
| Flagship Harbor Advisors, LLC | 3,621 | $205.3K | 0.01% | +29+0.8% | Added |
| Sittner & Nelson, LLC | 3,640 | $206.4K | 0.09% | +7+0.2% | Added |
| Sage Mountain Advisors LLC | 3,643 | $206.6K | 0.02% | −1,698−31.8% | Reduced |
| Frisch Financial Group, Inc. | 3,648 | $207.0K | 0.06% | +26+0.7% | Added |
| Capital Analysts, LLC | 3,672 | $208.0K | 0.01% | +11+0.3% | Added |
| Cypress Wealth Services, LLC | 3,685 | $209.0K | 0.04% | +3,685 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,687 | $209.1K | 0.01% | +3,687 | New |
| USA Financial Portformulas Corp | 3,700 | $209.8K | 0.03% | −99−2.6% | Reduced |
| Proficio Capital Partners LLC | 3,700 | $209.8K | 0.02% | +3,700 | New |
| Cottonwood Capital Advisors, LLC | 3,721 | $211.0K | 0.15% | +465+14.3% | Added |
| United Community Bank | 3,730 | $211.5K | 0.08% | +215+6.1% | Added |
| Azimuth Capital Investment Management LLC | 3,735 | $211.8K | 0.01% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 3,770 | $213.8K | 0.04% | +527+16.3% | Added |
| Stokes Family Office, LLC | 3,777 | $214.2K | 0.02% | +3,777 | New |
| Pinnacle Financial Partners Inc | 3,785 | $214.6K | 0.00% | +25+0.7% | Added |
| Keudell/Morrison Wealth Management | 3,789 | $214.8K | 0.06% | +122+3.3% | Added |
| Pine Valley Investments Ltd Liability Co | 3,798 | $215.3K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,844 | $218.0K | 0.00% | −1,140−22.9% | Reduced |
| Wedbush Securities Inc | 3,850 | $218.0K | 0.01% | +3,850 | New |
| Riverview Trust Co | 3,849 | $218.2K | 0.20% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,865 | $219.2K | 0.01% | +404+11.7% | Added |
| Archford Capital Strategies, LLC | 3,866 | $219.2K | 0.03% | +4+0.1% | Added |
| R Squared Ltd | 3,880 | $220.0K | 0.21% | +3,880 | New |
| S.A. Mason LLC | 3,883 | $220.2K | 0.12% | 00.0% | Unchanged |
| Somerville Kurt F | 3,892 | $220.7K | 0.04% | −350−8.3% | Reduced |
| MONECO Advisors, LLC | 3,900 | $221.2K | 0.02% | +3,900 | New |
| Holderness Investments Co | 3,925 | $222.5K | 0.05% | +383+10.8% | Added |
| Community Financial Services Group, LLC | 3,931 | $222.9K | 0.04% | +402+11.4% | Added |
| Camden Capital, LLC | 3,938 | $223.3K | 0.02% | +714+22.1% | Added |
| Tradition Wealth Management, LLC | 3,958 | $224.4K | 0.02% | −590−13.0% | Reduced |
| Spears Abacus Advisors LLC | 3,987 | $226.1K | 0.00% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 3,988 | $226.1K | 0.16% | +309+8.4% | Added |
| Kathmere Capital Management, LLC | 3,995 | $226.5K | 0.02% | +3,995 | New |
| Paragon Private Wealth Management, LLC | 4,001 | $226.9K | 0.10% | +134+3.5% | Added |
| Toronto Dominion Bank | 4,015 | $227.0K | 0.00% | −61−1.5% | Reduced |
| RD Lewis Holdings, Inc. | 3,926 | $228.8K | 0.25% | +3,926 | New |
| Claris Advisors, LLC | 4,042 | $229.2K | 0.09% | +4,000+9,523.8% | Added |