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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 4,044 | $229.3K | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,096 | $232.2K | 0.02% | −1,160−22.1% | Reduced |
| Wealthstream Advisors, Inc. | 4,107 | $232.9K | 0.04% | +122+3.1% | Added |
| Live Oak Private Wealth LLC | 4,119 | $233.6K | 0.04% | −204−4.7% | Reduced |
| Fiduciary Group LLC | 4,134 | $234.4K | 0.02% | −750−15.4% | Reduced |
| BKD Wealth Advisors, LLC | 4,146 | $235.1K | 0.01% | −185−4.3% | Reduced |
| Broadwater Capital Management LLC | 4,150 | $235.3K | 0.18% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 4,163 | $236.0K | 0.04% | +30+0.7% | Added |
| New Republic Capital, LLC | 4,169 | $236.4K | 0.15% | +4,169 | New |
| Aurora Private Wealth, Inc. | 4,205 | $238.0K | 0.18% | −202−4.6% | Reduced |
| Loomis Sayles & Co L P | 4,206 | $238.0K | 0.00% | −81−1.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,200 | $238.1K | 0.06% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 4,206 | $238.5K | 0.09% | −58−1.4% | Reduced |
| Good Life Advisors, LLC | 4,208 | $238.6K | 0.02% | −328−7.2% | Reduced |
| Trust Point Inc. | 4,221 | $239.3K | 0.02% | +794+23.2% | Added |
| Eqis Capital Management, Inc. | 4,262 | $241.6K | 0.02% | −7−0.2% | Reduced |
| Capital Advantage, Inc. | 4,268 | $242.0K | 0.04% | +4,268 | New |
| Beacon Investment Advisory Services, Inc. | 4,285 | $243.0K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 4,291 | $243.3K | 0.04% | −63−1.4% | Reduced |
| Wellington Shields & Co., LLC | 4,312 | $244.5K | 0.07% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,333 | $245.7K | 0.06% | −390−8.3% | Reduced |
| Fort Sheridan Advisors LLC | 4,355 | $246.9K | 0.04% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 4,350 | $247.0K | 0.03% | 00.0% | Unchanged |
| Five Oceans Advisors | 4,378 | $248.2K | 0.11% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 4,388 | $248.8K | 0.21% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,445 | $252.0K | 0.15% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4,459 | $252.8K | 0.02% | +118+2.7% | Added |
| Regal Investment Advisors LLC | 4,464 | $253.1K | 0.02% | −49−1.1% | Reduced |
| Boston Financial Mangement LLC | 4,476 | $253.8K | 0.01% | −135−2.9% | Reduced |
| Congress Wealth Management LLC | 4,484 | $254.3K | 0.00% | −2,545−36.2% | Reduced |
| Clear Harbor Asset Management, LLC | 4,488 | $254.5K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 4,492 | $254.7K | 0.00% | −9−0.2% | Reduced |
| Keeley-Teton Advisors, LLC | 4,500 | $255.2K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,506 | $255.5K | 0.00% | +383+9.3% | Added |
| Lafayette Investments, Inc. | 4,520 | $256.3K | 0.05% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,520 | $256.3K | 0.08% | −12−0.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 4,532 | $257.0K | 0.05% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,531 | $257.0K | 0.02% | −689−13.2% | Reduced |
| Marino, Stram & Associates LLC | 4,542 | $257.5K | 0.06% | +20+0.4% | Added |
| Augustine Asset Management Inc | 4,546 | $257.8K | 0.07% | −371−7.5% | Reduced |
| Grove Bank & Trust | 4,578 | $259.6K | 0.04% | −17−0.4% | Reduced |
| Alhambra Investment Partners LLC | 4,586 | $260.0K | 0.13% | +186+4.2% | Added |
| AdvisorNet Financial, Inc | 4,590 | $260.3K | 0.02% | −509−10.0% | Reduced |
| IFG Advisory, LLC | 4,618 | $261.9K | 0.01% | +4,618 | New |
| Essex Savings Bank | 4,628 | $262.4K | 0.06% | +228+5.2% | Added |
| Schnieders Capital Management LLC | 4,638 | $263.0K | 0.05% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 4,644 | $263.3K | 0.10% | +4+0.1% | Added |
| DGS Capital Management, LLC | 4,647 | $263.5K | 0.07% | +1,191+34.5% | Added |
| Embree Financial Group | 4,648 | $263.5K | 0.05% | +121+2.7% | Added |
| M. Kulyk & Associates, LLC | 4,653 | $263.8K | 0.06% | +151+3.4% | Added |
| Summit Financial, LLC | 4,656 | $264.0K | 0.01% | +371+8.7% | Added |
| Cable Hill Partners, LLC | 4,664 | $264.5K | 0.03% | +202+4.5% | Added |
| Fiduciary Financial Group, LLC | 4,833 | $266.4K | 0.06% | −42−0.9% | Reduced |
| Chicago Trust Co NA | 4,702 | $266.6K | 0.05% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4,703 | $267.0K | 0.03% | +449+10.6% | Added |
| Stock Yards Bank & Trust Co | 4,747 | $269.2K | 0.01% | −6,862−59.1% | Reduced |
| Canandaigua National Bank & Trust Co | 4,782 | $271.1K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,873 | $276.3K | 0.04% | −92−1.9% | Reduced |
| Traveka Wealth, LLC | 4,893 | $277.4K | 0.15% | +589+13.7% | Added |
| Absher Wealth Management, LLC | 4,898 | $277.7K | 0.04% | +23+0.5% | Added |
| Tacita Capital Inc | 4,900 | $277.8K | 0.20% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,926 | $279.3K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,935 | $279.8K | 0.03% | −220−4.3% | Reduced |
| Hexagon Capital Partners LLC | 4,940 | $280.1K | 0.05% | −177−3.5% | Reduced |
| Steinberg Asset Management LLC | 4,960 | $281.2K | 0.21% | −127−2.5% | Reduced |
| Net Worth Advisory Group | 5,020 | $284.6K | 0.09% | −167−3.2% | Reduced |
| Platform Technology Partners | 5,021 | $284.7K | 0.09% | −283−5.3% | Reduced |
| Frank, Rimerman Advisors LLC | 5,040 | $285.8K | 0.02% | +212+4.4% | Added |
| Seven Mile Advisory | 5,057 | $286.7K | 0.18% | +336+7.1% | Added |
| Wedmont Private Capital | 5,220 | $287.8K | 0.02% | −181−3.4% | Reduced |
| Knightsbridge Asset Management, LLC | 5,079 | $288.0K | 0.07% | +1,546+43.8% | Added |
| Atlantic Union Bankshares Corp | 5,099 | $289.1K | 0.02% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,125 | $290.6K | 0.11% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 5,146 | $291.8K | 0.13% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,153 | $292.2K | 0.01% | −1,639−24.1% | Reduced |
| Borer Denton & Associates, Inc. | 5,155 | $292.3K | 0.10% | 00.0% | Unchanged |
| May Hill Capital, LLC | 5,213 | $295.6K | 0.11% | +5,213 | New |
| Aries Wealth Management | 5,219 | $295.9K | 0.08% | −1,310−20.1% | Reduced |
| Avantax Planning Partners, Inc. | 5,222 | $296.1K | 0.01% | −443−7.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 5,222 | $296.1K | 0.01% | −176−3.3% | Reduced |
| Silverlake Wealth Management LLC | 5,250 | $297.7K | 0.12% | −205−3.8% | Reduced |
| SPC Financial, Inc. | 5,258 | $298.1K | 0.03% | +383+7.9% | Added |
| Toroso Investments, LLC | 5,262 | $298.4K | 0.00% | −6,122−53.8% | Reduced |
| Franklin Street Advisors Inc | 5,327 | $302.0K | 0.02% | +204+4.0% | Added |
| Knights of Columbus Asset Advisors LLC | 5,336 | $302.6K | 0.02% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 5,371 | $304.5K | 0.03% | +8+0.1% | Added |
| Blue Barn Wealth, LLC | 5,373 | $304.6K | 0.16% | +398+8.0% | Added |
| Hummer Financial Advisory Services Inc | 5,394 | $305.8K | 0.24% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 5,403 | $306.3K | 0.05% | −456−7.8% | Reduced |
| Legacy Private Trust Co. | 5,423 | $307.5K | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 5,428 | $307.8K | 0.02% | +73+1.4% | Added |
| Claro Advisors LLC | 5,455 | $309.3K | 0.04% | −3,725−40.6% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,470 | $310.1K | 0.07% | +101+1.9% | Added |
| FRG Family Wealth Advisors LLC | 5,485 | $311.0K | 0.06% | −1,240−18.4% | Reduced |
| Financial Advocates Investment Management | 5,537 | $313.9K | 0.02% | +1,273+29.9% | Added |
| Drive Wealth Management, LLC | 5,552 | $314.8K | 0.08% | +106+1.9% | Added |
| Resonant Capital Advisors, LLC | 5,552 | $314.8K | 0.02% | +369+7.1% | Added |
| Sierra Ocean, LLC | 5,553 | $314.9K | 0.26% | +5,553 | New |
| Fulcrum Capital LLC | 5,585 | $316.7K | 0.07% | +365+7.0% | Added |
| Gryphon Financial Partners LLC | 5,615 | $318.4K | 0.05% | +111+2.0% | Added |