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 |
|---|---|---|---|---|---|
| Sandy Cove Advisors, LLC | 11,361 | $644.2K | 0.25% | +40+0.4% | Added |
| Baker Tilly Wealth Management, LLC | 11,456 | $649.6K | 0.25% | +7,864+218.9% | Added |
| IHT Wealth Management, LLC | 11,483 | $651.1K | 0.02% | −5,298−31.6% | Reduced |
| Transcend Wealth Collective, LLC | 11,485 | $651.2K | 0.05% | +283+2.5% | Added |
| Navellier & Associates Inc | 11,492 | $651.6K | 0.08% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 11,605 | $658.0K | 0.15% | +740+6.8% | Added |
| Garner Asset Management Corp | 11,620 | $659.0K | 0.31% | −450−3.7% | Reduced |
| Mezzasalma Advisors, LLC | 11,656 | $660.9K | 0.21% | +1,666+16.7% | Added |
| Smart Money Group LLC | 11,658 | $661.0K | 0.23% | +1,100+10.4% | Added |
| Forum Financial Management, LP | 11,728 | $665.0K | 0.01% | +5,566+90.3% | Added |
| Silvercrest Asset Management Group LLC | 11,835 | $671.0K | 0.00% | −111,530−90.4% | Reduced |
| Smartleaf Asset Management LLC | 11,825 | $671.2K | 0.07% | +8,564+262.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,848 | $671.8K | 0.03% | +4,724+66.3% | Added |
| Ameritas Advisory Services, LLC | 11,852 | $672.0K | 0.02% | +1,376+13.1% | Added |
| InTrack Investment Management Inc | 12,282 | $672.3K | 0.47% | −2,741−18.2% | Reduced |
| Gamco Investors, Inc. Et Al | 11,999 | $680.3K | 0.01% | −476−3.8% | Reduced |
| Voloridge Investment Management, LLC | 12,048 | $683.1K | 0.00% | +12,048 | New |
| Geneos Wealth Management Inc. | 12,114 | $686.9K | 0.02% | +1,569+14.9% | Added |
| Flputnam Investment Management Co | 12,117 | $687.0K | 0.01% | −1,435−10.6% | Reduced |
| Keystone Financial Services | 12,174 | $690.3K | 0.26% | +652+5.7% | Added |
| Banco de Sabadell, S.A | 12,208 | $692.0K | 0.54% | −467−3.7% | Reduced |
| Phraction Management LLC | 12,280 | $696.3K | 0.24% | 00.0% | Unchanged |
| FLC Capital Advisors | 12,299 | $697.4K | 0.16% | −463−3.6% | Reduced |
| BKM Wealth Management, LLC | 12,489 | $708.1K | 0.29% | −82−0.7% | Reduced |
| Liberty One Investment Management, LLC | 12,528 | $710.4K | 0.08% | −832−6.2% | Reduced |
| Fifth Third Bancorp | 12,567 | $712.5K | 0.00% | +126+1.0% | Added |
| J.W. Cole Advisors, Inc. | 12,610 | $715.0K | 0.03% | +1,286+11.4% | Added |
| Confluence Investment Management LLC | 12,639 | $716.6K | 0.01% | −490−3.7% | Reduced |
| Bridges Investment Management Inc | 12,690 | $719.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12,753 | $723.1K | 0.02% | −301−2.3% | Reduced |
| Applied Finance Capital Management, LLC | 12,799 | $725.7K | 0.03% | −1,284−9.1% | Reduced |
| Roundview Capital LLC | 12,999 | $737.0K | 0.05% | −504−3.7% | Reduced |
| Boit C F David | 13,000 | $737.1K | 0.37% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13,005 | $737.4K | 0.01% | −925−6.6% | Reduced |
| Aberdeen Wealth Management LLC | 13,077 | $741.5K | 0.51% | −1,350−9.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 11,455 | $744.1K | 0.25% | +11+0.1% | Added |
| BCGM Wealth Management, LLC | 13,176 | $747.1K | 0.24% | −835−6.0% | Reduced |
| Global View Capital Management LLC | 13,246 | $748.7K | 0.26% | +13,246 | New |
| Fayez Sarofim & Co | 13,237 | $750.5K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 13,257 | $751.6K | 0.03% | +57+0.4% | Added |
| PAX Financial Group, LLC | 13,312 | $754.8K | 0.14% | +1,654+14.2% | Added |
| Northeast Investment Management | 13,328 | $755.7K | 0.03% | −4,508−25.3% | Reduced |
| Tudor Investment Corp Et Al | 13,496 | $765.2K | 0.01% | +13,496 | New |
| Ronald Blue Trust, Inc. | 13,541 | $767.8K | 0.01% | −4,939−26.7% | Reduced |
| Mengis Capital Management, Inc. | 13,562 | $769.0K | 0.16% | −300−2.2% | Reduced |
| Modern Wealth Management, LLC | 13,598 | $771.0K | 0.03% | +151+1.1% | Added |
| North Star Investment Management Corp. | 13,602 | $771.2K | 0.05% | +1,038+8.3% | Added |
| Retirement Guys Formula LLC | 13,670 | $775.1K | 0.39% | +1,333+10.8% | Added |
| Excalibur Management Corp | 13,731 | $778.5K | 0.31% | −10−0.1% | Reduced |
| BIP Wealth, LLC | 13,779 | $781.3K | 0.05% | −88−0.6% | Reduced |
| Potentia Wealth | 13,816 | $783.4K | 0.35% | +13,816 | New |
| Joel Isaacson & Co., LLC | 13,845 | $785.0K | 0.04% | −290−2.1% | Reduced |
| First Bank & Trust | 13,863 | $786.0K | 0.15% | −8,037−36.7% | Reduced |
| Ieq Capital, LLC | 13,946 | $790.7K | 0.01% | +1,891+15.7% | Added |
| Kovitz Investment Group Partners, LLC | 13,993 | $793.5K | 0.00% | +1,196+9.3% | Added |
| Capital Investment Advisory Services, LLC | 14,024 | $795.1K | 0.08% | −2,422−14.7% | Reduced |
| Berkeley Capital Partners, LLC | 14,127 | $801.0K | 0.22% | +85+0.6% | Added |
| Hartford Funds Management Co LLC | 14,157 | $802.7K | 0.07% | +937+7.1% | Added |
| Virtu Financial LLC | 14,155 | $803.0K | 0.04% | −1,626−10.3% | Reduced |
| Dearborn Partners LLC | 14,166 | $803.2K | 0.03% | +34+0.2% | Added |
| BancorpSouth Bank | 14,175 | $803.7K | 0.05% | +82+0.6% | Added |
| Valeo Financial Advisors, LLC | 14,226 | $806.6K | 0.02% | +106+0.8% | Added |
| WR Wealth Planners, LLC | 14,269 | $809.1K | 0.26% | −1,678−10.5% | Reduced |
| Merit Financial Group, LLC | 14,321 | $812.0K | 0.01% | +4,482+45.6% | Added |
| Lido Advisors, LLC | 14,348 | $813.6K | 0.01% | −1,546−9.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,391 | $816.0K | 0.05% | +14,391 | New |
| Raab & Moskowitz Asset Management LLC | 14,414 | $817.3K | 0.20% | +236+1.7% | Added |
| Welch & Forbes LLC | 14,422 | $817.7K | 0.01% | −125−0.9% | Reduced |
| Axxcess Wealth Management, LLC | 14,481 | $821.1K | 0.02% | +5,059+53.7% | Added |
| Wealthspire Advisors, LLC | 14,622 | $829.0K | 0.01% | +642+4.6% | Added |
| Drucker Wealth 3.0, LLC | 14,628 | $829.4K | 0.19% | −469−3.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 14,750 | $836.3K | 0.36% | 00.0% | Unchanged |
| Old National Bancorp | 14,924 | $846.2K | 0.02% | −20−0.1% | Reduced |
| Highland Capital Management, LLC | 14,936 | $846.9K | 0.05% | −16,840−53.0% | Reduced |
| Raelipskie Partnership | 15,082 | $855.1K | 0.42% | +825+5.8% | Added |
| Israel Discount Bank of New York | 15,323 | $868.8K | 0.63% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 15,468 | $877.0K | 0.01% | −181−1.2% | Reduced |
| Spire Wealth Management | 15,510 | $879.4K | 0.03% | −1,045−6.3% | Reduced |
| Meriwether Wealth & Planning, LLC | 15,528 | $880.4K | 0.63% | +15,528 | New |
| Bailard, Inc. | 15,635 | $886.5K | 0.02% | +643+4.3% | Added |
| Legacy Capital Wealth Partners, LLC | 15,737 | $892.3K | 0.22% | +3,243+26.0% | Added |
| Leisure Capital Management | 15,745 | $892.7K | 0.35% | −775−4.7% | Reduced |
| Twin City Private Wealth, LLC | 15,809 | $896.3K | 0.79% | +5,158+48.4% | Added |
| TD Private Client Wealth LLC | 15,858 | $899.2K | 0.03% | −875−5.2% | Reduced |
| LCM Capital Management Inc | 15,946 | $904.2K | 0.51% | +46+0.3% | Added |
| Insigneo Advisory Services, LLC | 15,995 | $906.9K | 0.09% | +1,740+12.2% | Added |
| Integrated Wealth Concepts LLC | 16,058 | $910.5K | 0.01% | +4,259+36.1% | Added |
| Essex Financial Services, Inc. | 16,078 | $911.6K | 0.06% | −788−4.7% | Reduced |
| Salvus Wealth Management, LLC | 16,090 | $912.3K | 0.58% | −60−0.4% | Reduced |
| Greenleaf Trust | 16,101 | $912.9K | 0.01% | −16−0.1% | Reduced |
| Legacy Financial Advisors, Inc. | 16,182 | $917.5K | 0.15% | +315+2.0% | Added |
| Exchange Capital Management, Inc. | 16,209 | $919.0K | 0.15% | +118+0.7% | Added |
| Pitcairn Co | 16,291 | $923.7K | 0.05% | +1,794+12.4% | Added |
| Great Lakes Retirement, Inc. | 16,300 | $924.2K | 0.12% | −373−2.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 16,518 | $936.6K | 0.03% | +359+2.2% | Added |
| Mesirow Financial Investment Management, Inc. | 16,532 | $937.5K | 0.02% | +8,949+118.0% | Added |
| Wynn Capital, LLC | 16,590 | $940.7K | 0.59% | +380+2.3% | Added |
| Curbstone Financial Management Corp | 16,728 | $948.5K | 0.20% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 16,872 | $956.5K | 0.01% | +242+1.5% | Added |
| Henshaw Capital LLC | 16,969 | $962.1K | 0.04% | +4,875+40.3% | Added |