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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 16,078 | $911.6K | 0.06% | −788−4.7% | Reduced |
| Integrated Wealth Concepts LLC | 16,058 | $910.5K | 0.01% | +4,259+36.1% | Added |
| Insigneo Advisory Services, LLC | 15,995 | $906.9K | 0.09% | +1,740+12.2% | Added |
| LCM Capital Management Inc | 15,946 | $904.2K | 0.51% | +46+0.3% | Added |
| TD Private Client Wealth LLC | 15,858 | $899.2K | 0.03% | −875−5.2% | Reduced |
| Twin City Private Wealth, LLC | 15,809 | $896.3K | 0.79% | +5,158+48.4% | Added |
| Leisure Capital Management | 15,745 | $892.7K | 0.35% | −775−4.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 15,737 | $892.3K | 0.22% | +3,243+26.0% | Added |
| Bailard, Inc. | 15,635 | $886.5K | 0.02% | +643+4.3% | Added |
| Meriwether Wealth & Planning, LLC | 15,528 | $880.4K | 0.63% | +15,528 | New |
| Spire Wealth Management | 15,510 | $879.4K | 0.03% | −1,045−6.3% | Reduced |
| EP Wealth Advisors, LLC | 15,468 | $877.0K | 0.01% | −181−1.2% | Reduced |
| Israel Discount Bank of New York | 15,323 | $868.8K | 0.63% | 00.0% | Unchanged |
| Raelipskie Partnership | 15,082 | $855.1K | 0.42% | +825+5.8% | Added |
| Highland Capital Management, LLC | 14,936 | $846.9K | 0.05% | −16,840−53.0% | Reduced |
| Old National Bancorp | 14,924 | $846.2K | 0.02% | −20−0.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 14,750 | $836.3K | 0.36% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 14,628 | $829.4K | 0.19% | −469−3.1% | Reduced |
| Wealthspire Advisors, LLC | 14,622 | $829.0K | 0.01% | +642+4.6% | Added |
| Axxcess Wealth Management, LLC | 14,481 | $821.1K | 0.02% | +5,059+53.7% | Added |
| Welch & Forbes LLC | 14,422 | $817.7K | 0.01% | −125−0.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 14,414 | $817.3K | 0.20% | +236+1.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,391 | $816.0K | 0.05% | +14,391 | New |
| Lido Advisors, LLC | 14,348 | $813.6K | 0.01% | −1,546−9.7% | Reduced |
| Merit Financial Group, LLC | 14,321 | $812.0K | 0.01% | +4,482+45.6% | Added |
| WR Wealth Planners, LLC | 14,269 | $809.1K | 0.26% | −1,678−10.5% | Reduced |
| Valeo Financial Advisors, LLC | 14,226 | $806.6K | 0.02% | +106+0.8% | Added |
| BancorpSouth Bank | 14,175 | $803.7K | 0.05% | +82+0.6% | Added |
| Dearborn Partners LLC | 14,166 | $803.2K | 0.03% | +34+0.2% | Added |
| Virtu Financial LLC | 14,155 | $803.0K | 0.04% | −1,626−10.3% | Reduced |
| Hartford Funds Management Co LLC | 14,157 | $802.7K | 0.07% | +937+7.1% | Added |
| Berkeley Capital Partners, LLC | 14,127 | $801.0K | 0.22% | +85+0.6% | Added |
| Capital Investment Advisory Services, LLC | 14,024 | $795.1K | 0.08% | −2,422−14.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 13,993 | $793.5K | 0.00% | +1,196+9.3% | Added |
| Ieq Capital, LLC | 13,946 | $790.7K | 0.01% | +1,891+15.7% | Added |
| First Bank & Trust | 13,863 | $786.0K | 0.15% | −8,037−36.7% | Reduced |
| Joel Isaacson & Co., LLC | 13,845 | $785.0K | 0.04% | −290−2.1% | Reduced |
| Potentia Wealth | 13,816 | $783.4K | 0.35% | +13,816 | New |
| BIP Wealth, LLC | 13,779 | $781.3K | 0.05% | −88−0.6% | Reduced |
| Excalibur Management Corp | 13,731 | $778.5K | 0.31% | −10−0.1% | Reduced |
| Retirement Guys Formula LLC | 13,670 | $775.1K | 0.39% | +1,333+10.8% | Added |
| North Star Investment Management Corp. | 13,602 | $771.2K | 0.05% | +1,038+8.3% | Added |
| Modern Wealth Management, LLC | 13,598 | $771.0K | 0.03% | +151+1.1% | Added |
| Mengis Capital Management, Inc. | 13,562 | $769.0K | 0.16% | −300−2.2% | Reduced |
| Ronald Blue Trust, Inc. | 13,541 | $767.8K | 0.01% | −4,939−26.7% | Reduced |
| Tudor Investment Corp Et Al | 13,496 | $765.2K | 0.01% | +13,496 | New |
| Northeast Investment Management | 13,328 | $755.7K | 0.03% | −4,508−25.3% | Reduced |
| PAX Financial Group, LLC | 13,312 | $754.8K | 0.14% | +1,654+14.2% | Added |
| Lake Street Advisors Group, LLC | 13,257 | $751.6K | 0.03% | +57+0.4% | Added |
| Fayez Sarofim & Co | 13,237 | $750.5K | 0.00% | 00.0% | Unchanged |
| Global View Capital Management LLC | 13,246 | $748.7K | 0.26% | +13,246 | New |
| BCGM Wealth Management, LLC | 13,176 | $747.1K | 0.24% | −835−6.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 11,455 | $744.1K | 0.25% | +11+0.1% | Added |
| Aberdeen Wealth Management LLC | 13,077 | $741.5K | 0.51% | −1,350−9.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,005 | $737.4K | 0.01% | −925−6.6% | Reduced |
| Boit C F David | 13,000 | $737.1K | 0.37% | 00.0% | Unchanged |
| Roundview Capital LLC | 12,999 | $737.0K | 0.05% | −504−3.7% | Reduced |
| Applied Finance Capital Management, LLC | 12,799 | $725.7K | 0.03% | −1,284−9.1% | Reduced |
| Global Retirement Partners, LLC | 12,753 | $723.1K | 0.02% | −301−2.3% | Reduced |
| Bridges Investment Management Inc | 12,690 | $719.5K | 0.01% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 12,639 | $716.6K | 0.01% | −490−3.7% | Reduced |
| J.W. Cole Advisors, Inc. | 12,610 | $715.0K | 0.03% | +1,286+11.4% | Added |
| Fifth Third Bancorp | 12,567 | $712.5K | 0.00% | +126+1.0% | Added |
| Liberty One Investment Management, LLC | 12,528 | $710.4K | 0.08% | −832−6.2% | Reduced |
| BKM Wealth Management, LLC | 12,489 | $708.1K | 0.29% | −82−0.7% | Reduced |
| FLC Capital Advisors | 12,299 | $697.4K | 0.16% | −463−3.6% | Reduced |
| Phraction Management LLC | 12,280 | $696.3K | 0.24% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 12,208 | $692.0K | 0.54% | −467−3.7% | Reduced |
| Keystone Financial Services | 12,174 | $690.3K | 0.26% | +652+5.7% | Added |
| Flputnam Investment Management Co | 12,117 | $687.0K | 0.01% | −1,435−10.6% | Reduced |
| Geneos Wealth Management Inc. | 12,114 | $686.9K | 0.02% | +1,569+14.9% | Added |
| Voloridge Investment Management, LLC | 12,048 | $683.1K | 0.00% | +12,048 | New |
| Gamco Investors, Inc. Et Al | 11,999 | $680.3K | 0.01% | −476−3.8% | Reduced |
| InTrack Investment Management Inc | 12,282 | $672.3K | 0.47% | −2,741−18.2% | Reduced |
| Ameritas Advisory Services, LLC | 11,852 | $672.0K | 0.02% | +1,376+13.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,848 | $671.8K | 0.03% | +4,724+66.3% | Added |
| Smartleaf Asset Management LLC | 11,825 | $671.2K | 0.07% | +8,564+262.6% | Added |
| Silvercrest Asset Management Group LLC | 11,835 | $671.0K | 0.00% | −111,530−90.4% | Reduced |
| Forum Financial Management, LP | 11,728 | $665.0K | 0.01% | +5,566+90.3% | Added |
| Smart Money Group LLC | 11,658 | $661.0K | 0.23% | +1,100+10.4% | Added |
| Mezzasalma Advisors, LLC | 11,656 | $660.9K | 0.21% | +1,666+16.7% | Added |
| Garner Asset Management Corp | 11,620 | $659.0K | 0.31% | −450−3.7% | Reduced |
| Garrett Wealth Advisory Group, LLC | 11,605 | $658.0K | 0.15% | +740+6.8% | Added |
| Navellier & Associates Inc | 11,492 | $651.6K | 0.08% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,485 | $651.2K | 0.05% | +283+2.5% | Added |
| IHT Wealth Management, LLC | 11,483 | $651.1K | 0.02% | −5,298−31.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,456 | $649.6K | 0.25% | +7,864+218.9% | Added |
| Sandy Cove Advisors, LLC | 11,361 | $644.2K | 0.25% | +40+0.4% | Added |
| Mission Wealth Management, LP | 11,338 | $642.9K | 0.02% | +798+7.6% | Added |
| Level Four Advisory Services, LLC | 11,319 | $641.9K | 0.03% | +1,174+11.6% | Added |
| Shelton Capital Management | 11,247 | $637.7K | 0.02% | −199−1.7% | Reduced |
| Manchester Capital Management LLC | 11,142 | $631.8K | 0.07% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 11,118 | $630.4K | 0.12% | −95−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,930 | $619.8K | 0.02% | −471−4.1% | Reduced |
| Leavell Investment Management, Inc. | 10,832 | $614.2K | 0.03% | −65−0.6% | Reduced |
| Rathbone Brothers plc | 10,768 | $613.0K | 0.00% | −360−3.2% | Reduced |
| Byrne Asset Management LLC | – | $609.2K | 0.43% | – | – |
| Old North State Trust, LLC | 10,728 | $608.0K | 0.39% | +36+0.3% | Added |
| Tiaa Trust, National Association | 10,714 | $607.5K | 0.00% | −356−3.2% | Reduced |
| Cozad Asset Management Inc | 10,651 | $603.9K | 0.06% | +746+7.5% | Added |