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 |
|---|---|---|---|---|---|
| Pinkerton Retirement Specialists, LLC | 82,116 | $4.66M | 0.68% | +2,292+2.9% | Added |
| Morningstar Investment Services LLC | 82,013 | $4.65M | 0.42% | −526,060−86.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 81,850 | $4.64M | 0.00% | +1,431+1.8% | Added |
| Great Valley Advisor Group, Inc. | 81,652 | $4.63M | 0.10% | +5,938+7.8% | Added |
| Mackenzie Financial Corp | 81,443 | $4.62M | 0.01% | +81,443 | New |
| WCM Investment Management, LLC | 81,313 | $4.62M | 0.01% | +50,793+166.4% | Added |
| Farther Finance Advisors, LLC | 80,747 | $4.58M | 0.17% | +33,215+69.9% | Added |
| NewEdge Wealth, LLC | 79,942 | $4.53M | 0.08% | +2,219+2.9% | Added |
| Avantax Advisory Services, Inc. | 79,191 | $4.49M | 0.03% | +3,466+4.6% | Added |
| Becker Capital Management Inc | 79,167 | $4.49M | 0.15% | −13,944−15.0% | Reduced |
| Baird Financial Group, Inc. | 78,227 | $4.44M | 0.01% | +8,642+12.4% | Added |
| Rockefeller Capital Management L.P. | 78,055 | $4.42M | 0.01% | +3,579+4.8% | Added |
| Gabelli Funds LLC | 77,769 | $4.41M | 0.03% | −2,100−2.6% | Reduced |
| Capital Investment Counsel, LLC | 77,567 | $4.40M | 0.73% | +40.0% | Added |
| Assetmark, Inc | 77,150 | $4.37M | 0.01% | +60,049+351.1% | Added |
| Bonness Enterprises Inc | 76,040 | $4.31M | 1.51% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 75,717 | $4.29M | 0.02% | −163,349−68.3% | Reduced |
| Atria Wealth Solutions, Inc. | 74,563 | $4.23M | 0.05% | +5,197+7.5% | Added |
| Arlington Partners LLC | 74,367 | $4.22M | 1.64% | +5,218+7.5% | Added |
| Bayesian Capital Management, LP | 73,500 | $4.17M | 0.51% | +73,500 | New |
| CIBC Private Wealth Group, LLC | 73,077 | $4.10M | 0.01% | +13,508+22.7% | Added |
| JustInvest LLC | 72,278 | $4.10M | 0.06% | +1,032+1.4% | Added |
| Gilman Hill Asset Management, LLC | 71,972 | $4.08M | 0.71% | +7,380+11.4% | Added |
| Reynders McVeigh Capital Management, LLC | 71,145 | $4.03M | 0.21% | −1,820−2.5% | Reduced |
| Sandy Spring Bank | 70,922 | $4.02M | 0.16% | −2,116−2.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 70,620 | $4.00M | 0.06% | −711−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 70,571 | $4.00M | 0.04% | +18,282+35.0% | Added |
| Pensionmark Financial Group, LLC | 70,557 | $4.00M | 0.11% | +19,602+38.5% | Added |
| XTX Topco Ltd | 70,140 | $3.98M | 0.33% | +20,795+42.1% | Added |
| Haverford Trust Co | 70,083 | $3.97M | 0.04% | −5,426−7.2% | Reduced |
| Tweedy, Browne Co LLC | 68,803 | $3.90M | 0.26% | −1,471−2.1% | Reduced |
| Mutual Advisors, LLC | 69,935 | $3.88M | 0.11% | +1,976+2.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 67,447 | $3.82M | 0.01% | −1,746−2.5% | Reduced |
| Trajan Wealth LLC | 67,308 | $3.82M | 0.21% | +6,747+11.1% | Added |
| Royce & Associates LP | 66,000 | $3.74M | 0.03% | +5,000+8.2% | Added |
| Berkshire Bank | 65,613 | $3.72M | 0.87% | +872+1.3% | Added |
| Heartland Advisors Inc | 65,314 | $3.70M | 0.20% | +9,278+16.6% | Added |
| Private Advisor Group, LLC | 64,935 | $3.68M | 0.02% | +2,116+3.4% | Added |
| Autumn Glory Partners, LLC | 64,805 | $3.67M | 1.80% | −13,024−16.7% | Reduced |
| Beacon Financial Group | 64,586 | $3.66M | 0.39% | −1,454−2.2% | Reduced |
| Logan Capital Management Inc | 64,489 | $3.66M | 0.15% | +1,021+1.6% | Added |
| Bleakley Financial Group, LLC | 64,430 | $3.65M | 0.11% | +3,323+5.4% | Added |
| Keybank National Association | 63,247 | $3.59M | 0.01% | −699−1.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 62,386 | $3.54M | 0.01% | +1,586+2.6% | Added |
| Stephens Inc | 61,192 | $3.47M | 0.05% | +4,644+8.2% | Added |
| Exencial Wealth Advisors, LLC | 61,081 | $3.46M | 0.13% | −8,699−12.5% | Reduced |
| Allen Capital Group, LLC | 61,039 | $3.46M | 0.42% | +4,779+8.5% | Added |
| Summit Global Investments | 60,779 | $3.45M | 0.22% | +22,340+58.1% | Added |
| Courier Capital LLC | 59,685 | $3.38M | 0.23% | −3,300−5.2% | Reduced |
| Squarepoint Ops LLC | 59,111 | $3.35M | 0.01% | +42,038+246.2% | Added |
| SGL Investment Advisors, Inc. | 55,752 | $3.30M | 1.66% | +901+1.6% | Added |
| Quantbot Technologies LP | 57,935 | $3.28M | 0.12% | +16,855+41.0% | Added |
| GSB Wealth Management, LLC | 56,860 | $3.22M | 0.83% | +849+1.5% | Added |
| Old Port Advisors | 56,681 | $3.21M | 0.92% | −270−0.5% | Reduced |
| Naviter Wealth, LLC | 56,550 | $3.21M | 0.39% | −1,341−2.3% | Reduced |
| apricus wealth, LLC | 56,516 | $3.20M | 2.08% | −1,188−2.1% | Reduced |
| Dakota Wealth Management | 56,138 | $3.18M | 0.07% | −2,215−3.8% | Reduced |
| JPL Wealth Management, LLC | 56,115 | $3.18M | 0.91% | +56,115 | New |
| Prentiss Smith & Co Inc | 56,066 | $3.18M | 2.08% | −130.0% | Reduced |
| DRW Securities, LLC | 56,041 | $3.18M | 0.21% | +32,688+140.0% | Added |
| Zions Bancorporation, N.A. | 55,596 | $3.15M | 0.20% | +21,554+63.3% | Added |
| Tower Research Capital LLC (TRC) | 55,190 | $3.13M | 0.06% | +35,986+187.4% | Added |
| Atria Investments LLC | 55,031 | $3.12M | 0.04% | +4,399+8.7% | Added |
| Oppenheimer & Co Inc | 54,981 | $3.12M | 0.05% | +4,767+9.5% | Added |
| GWM Advisors LLC | 54,951 | $3.12M | 0.02% | +8,076+17.2% | Added |
| Redmond Asset Management, LLC | 54,859 | $3.11M | 0.78% | +463+0.9% | Added |
| Davenport & Co LLC | 54,557 | $3.09M | 0.02% | −436−0.8% | Reduced |
| Fullcircle Wealth LLC | 55,195 | $3.09M | 1.26% | −751−1.3% | Reduced |
| Rhumbline Advisers | 54,192 | $3.07M | 0.00% | −4,899−8.3% | Reduced |
| Strategic Advisors LLC | 54,112 | $3.07M | 0.55% | −3,000−5.3% | Reduced |
| Concurrent Investment Advisors, LLC | 53,482 | $3.03M | 0.08% | −626−1.2% | Reduced |
| Kanawha Capital Management LLC | 52,988 | $3.00M | 0.24% | −835−1.6% | Reduced |
| Meridian Wealth Management, LLC | 52,751 | $2.99M | 0.14% | +253+0.5% | Added |
| Anchor Capital Advisors LLC | 52,221 | $2.96M | 0.08% | −1,734−3.2% | Reduced |
| JCIC Asset Management Inc. | 52,100 | $2.95M | 1.20% | +890+1.7% | Added |
| Hall Laurie J Trustee | 51,995 | $2.95M | 0.97% | −748−1.4% | Reduced |
| Charter Trust Co | 50,688 | $2.87M | 0.19% | +2,927+6.1% | Added |
| Naples Global Advisors, LLC | 50,676 | $2.87M | 0.27% | −86−0.2% | Reduced |
| Advisory Services Network, LLC | 50,660 | $2.87M | 0.05% | −15,057−22.9% | Reduced |
| Guardian Partners Inc. | 50,600 | $2.84M | 0.29% | +50,600 | New |
| Norden Group LLC | 49,443 | $2.80M | 0.32% | −676−1.3% | Reduced |
| Benedict Financial Advisors Inc | 49,176 | $2.79M | 0.68% | −108−0.2% | Reduced |
| Glenmede Trust Co NA | 48,657 | $2.76M | 0.01% | +2,909+6.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 47,411 | $2.76M | 0.02% | −1,100−2.3% | Reduced |
| Prosperity Consulting Group, LLC | 48,308 | $2.74M | 0.21% | −3,098−6.0% | Reduced |
| Fiduciary Trust Co | 48,171 | $2.73M | 0.04% | +4,167+9.5% | Added |
| Wetherby Asset Management Inc | 48,102 | $2.73M | 0.13% | −3,167−6.2% | Reduced |
| Deutsche Bank AG | 47,847 | $2.71M | 0.00% | +457+1.0% | Added |
| Foresight Capital Management Advisors, Inc. | 47,813 | $2.71M | 1.58% | +1,379+3.0% | Added |
| IFP Advisors, Inc | 47,726 | $2.71M | 0.09% | +42,613+833.4% | Added |
| Kennon-Green & Company, LLC | 47,662 | $2.70M | 2.34% | −518−1.1% | Reduced |
| Natural Investments, LLC | 47,456 | $2.69M | 0.74% | +47,456 | New |
| Park Avenue Securities LLC | 47,269 | $2.68M | 0.03% | +8,313+21.3% | Added |
| Callahan Advisors, LLC | 46,100 | $2.61M | 0.25% | 00.0% | Unchanged |
| Argent Trust Co | 45,387 | $2.57M | 0.10% | +11,555+34.2% | Added |
| Pavion Blue Capital, LLC | 45,240 | $2.57M | 1.20% | −515−1.1% | Reduced |
| Portside Wealth Group, LLC | 45,216 | $2.56M | 0.42% | −145−0.3% | Reduced |
| WCG Wealth Advisors LLC | 45,087 | $2.56M | 0.17% | +9,743+27.6% | Added |
| Ritholtz Wealth Management | 45,031 | $2.55M | 0.08% | −11,371−20.2% | Reduced |
| Capital Insight Partners, LLC | 44,511 | $2.52M | 0.44% | +2,067+4.9% | Added |