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 |
|---|---|---|---|---|---|
| Cordatus Wealth Management LLC | 7,519 | $426.0K | 0.11% | +35+0.5% | Added |
| Searle & Co. | 7,500 | $425.3K | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 7,478 | $424.0K | 0.01% | +2,346+45.7% | Added |
| Cravens & Co Advisors, LLC | 7,471 | $423.6K | 0.32% | +7,471 | New |
| Sound Income Strategies, LLC | 7,448 | $422.3K | 0.03% | −91,558−92.5% | Reduced |
| Hickory Asset Management, Inc. | 7,390 | $419.0K | 0.36% | +7,390 | New |
| Douglas Lane & Associates, LLC | 7,326 | $415.4K | 0.01% | −68−0.9% | Reduced |
| Boston Private Wealth LLC | 7,276 | $412.5K | 0.01% | +7,276 | New |
| Optas, LLC | 7,275 | $412.5K | 0.09% | +128+1.8% | Added |
| South State Corp. | 7,215 | $409.1K | 0.03% | −433−5.7% | Reduced |
| Oregon Pacific Wealth Management, LLC | 7,199 | $408.2K | 0.40% | +7,199 | New |
| Cullen/Frost Bankers, Inc. | 7,189 | $407.6K | 0.01% | −63−0.9% | Reduced |
| Breed's Hill Capital LLC | 7,140 | $404.8K | 0.21% | +1,175+19.7% | Added |
| Everstar Asset Management, LLC | 7,138 | $404.7K | 0.29% | −3,108−30.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,138 | $404.7K | 0.01% | −101−1.4% | Reduced |
| Wolverine Trading, LLC | 7,069 | $401.2K | 0.01% | +952+15.6% | Added |
| Sound View Wealth Advisors Group, LLC | 7,073 | $401.0K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7,076 | $401.0K | 0.07% | −1,007−12.5% | Reduced |
| Foundations Investment Advisors, LLC | 7,069 | $400.8K | 0.01% | +1,058+17.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,038 | $399.0K | 0.01% | +774+12.4% | Added |
| Aspen Grove Capital, LLC | 7,030 | $398.6K | 0.08% | −115−1.6% | Reduced |
| Graypoint LLC | 7,022 | $398.1K | 0.02% | −295−4.0% | Reduced |
| Novem Group | 7,001 | $397.0K | 0.06% | +7,001 | New |
| Independent Advisor Alliance | 7,000 | $396.9K | 0.01% | +767+12.3% | Added |
| Manske Wealth Management | 6,921 | $392.4K | 0.16% | +6,921 | New |
| BridgePort Financial Solutions, LLC | 6,821 | $385.2K | 0.17% | +6,821 | New |
| Fca Corp | 7,000 | $384.9K | 0.12% | 00.0% | Unchanged |
| Mather Group, LLC. | 6,785 | $384.7K | 0.00% | +151+2.3% | Added |
| Breakwater Capital Group | 6,722 | $381.1K | 0.08% | +310+4.8% | Added |
| Fort Washington Investment Advisors Inc | 6,719 | $381.0K | 0.00% | −2,217−24.8% | Reduced |
| Parkside Financial Bank & Trust | 6,686 | $379.1K | 0.05% | +93+1.4% | Added |
| Octavia Wealth Advisors, LLC | 6,680 | $378.8K | 0.05% | +439+7.0% | Added |
| Bedel Financial Consulting, Inc. | 6,490 | $378.0K | 0.05% | −11−0.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 6,652 | $377.2K | 0.03% | −380−5.4% | Reduced |
| O'Brien Greene & Co. Inc | 6,650 | $377.1K | 0.12% | +171+2.6% | Added |
| Smithfield Trust Co | 6,619 | $376.0K | 0.02% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,625 | $375.6K | 0.25% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,623 | $375.5K | 0.03% | +53+0.8% | Added |
| Crux Wealth Advisors | 6,605 | $374.5K | 0.21% | +6,605 | New |
| Hazlett, Burt & Watson, Inc. | 6,607 | $374.0K | 0.17% | +10.0% | Added |
| Freestone Capital Holdings, LLC | 6,581 | $373.1K | 0.01% | −431−6.1% | Reduced |
| Tyler-Stone Wealth Management | 6,576 | $372.9K | 0.07% | +180+2.8% | Added |
| First Horizon Advisors, Inc. | 6,563 | $372.1K | 0.01% | −1,100−14.4% | Reduced |
| Cornerstone Wealth Group, LLC | 6,509 | $369.1K | 0.03% | +138+2.2% | Added |
| Port Capital LLC | 6,500 | $369.0K | 0.02% | 00.0% | Unchanged |
| Griffith & Werner, Inc. | 6,473 | $367.0K | 0.24% | +6,473 | New |
| White Knight Strategic Wealth Advisors, LLC | 6,410 | $363.4K | 0.15% | +3,205+100.0% | Added |
| Diversified Trust Co | 6,359 | $360.6K | 0.01% | +653+11.4% | Added |
| Lincoln Capital LLC | 6,340 | $359.5K | 0.08% | −45−0.7% | Reduced |
| New Wave Wealth Advisors LLC | 6,334 | $359.1K | 0.15% | −485−7.1% | Reduced |
| United Advisor Group, LLC | 6,317 | $358.2K | 0.07% | −888−12.3% | Reduced |
| Mane Global Capital Management LP | 6,314 | $358.0K | 0.02% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 6,245 | $354.1K | 0.37% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 6,243 | $354.0K | 0.29% | −88−1.4% | Reduced |
| Cetera Trust Company, N.A | 6,230 | $353.2K | 0.23% | +35+0.6% | Added |
| Schrum Private Wealth Management LLC | 6,223 | $352.9K | 0.30% | −3,709−37.3% | Reduced |
| Crescent Grove Advisors, LLC | 6,222 | $352.8K | 0.03% | +30.0% | Added |
| Maia Wealth LLC | 6,056 | $352.0K | 0.08% | +2,467+68.7% | Added |
| Sky Investment Group LLC | 6,190 | $351.0K | 0.06% | −2,000−24.4% | Reduced |
| SageView Advisory Group, LLC | 6,188 | $350.8K | 0.02% | +6,188 | New |
| Arkadios Wealth Advisors | 6,177 | $350.3K | 0.02% | −304−4.7% | Reduced |
| Seeds Investor LLC | 6,129 | $347.5K | 0.10% | +452+8.0% | Added |
| Wallace Advisory Group, LLC | 5,303 | $344.5K | 0.24% | +234+4.6% | Added |
| Birch Hill Investment Advisors LLC | 6,020 | $341.3K | 0.02% | +20+0.3% | Added |
| Point72 Asset Management, L.P. | 6,000 | $340.2K | 0.00% | −15,000−71.4% | Reduced |
| Phocas Financial Corp. | 6,000 | $340.2K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,973 | $338.7K | 0.03% | +14+0.2% | Added |
| Mitchell Sinkler & Starr | 5,940 | $336.8K | 0.09% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,921 | $335.7K | 0.05% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 5,921 | $335.7K | 0.10% | +400+7.2% | Added |
| Probity Advisors, Inc. | 5,910 | $335.1K | 0.06% | −63−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 5,910 | $335.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,905 | $334.8K | 0.09% | −26−0.4% | Reduced |
| Nilsine Partners, LLC | 5,900 | $334.5K | 0.04% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 5,886 | $333.7K | 0.28% | −198−3.3% | Reduced |
| TCG Advisory Services, LLC | 5,857 | $332.1K | 0.01% | +60+1.0% | Added |
| Certior Financial Group, LLC | 5,842 | $331.2K | 0.29% | +5,842 | New |
| Roberts Glore & Co Inc | 5,841 | $331.2K | 0.10% | −100−1.7% | Reduced |
| WSFS Capital Management, LLC | 5,793 | $328.5K | 0.02% | −2,937−33.6% | Reduced |
| Bridgefront Capital, LLC | 5,776 | $327.5K | 0.11% | −695−10.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,726 | $324.7K | 0.08% | −1,200−17.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,712 | $323.9K | 0.02% | +1,703+42.5% | Added |
| SeaCrest Wealth Management, LLC | 5,697 | $323.0K | 0.03% | −82−1.4% | Reduced |
| Eagle Bay Advisors LLC | 5,695 | $322.9K | 0.20% | +80+1.4% | Added |
| Argonautica Private Wealth Management, Inc | 5,689 | $322.5K | 0.10% | +18+0.3% | Added |
| Atlas Brown,Inc. | 5,649 | $320.3K | 0.11% | +20.0% | Added |
| Farmers & Merchants Investments Inc | 5,646 | $320.1K | 0.01% | +185+3.4% | Added |
| Diligent Investors, LLC | 5,619 | $318.6K | 0.07% | −99−1.7% | Reduced |
| Gryphon Financial Partners LLC | 5,615 | $318.4K | 0.05% | +111+2.0% | Added |
| Fulcrum Capital LLC | 5,585 | $316.7K | 0.07% | +365+7.0% | Added |
| Sierra Ocean, LLC | 5,553 | $314.9K | 0.26% | +5,553 | New |
| Resonant Capital Advisors, LLC | 5,552 | $314.8K | 0.02% | +369+7.1% | Added |
| Drive Wealth Management, LLC | 5,552 | $314.8K | 0.08% | +106+1.9% | Added |
| Financial Advocates Investment Management | 5,537 | $313.9K | 0.02% | +1,273+29.9% | Added |
| FRG Family Wealth Advisors LLC | 5,485 | $311.0K | 0.06% | −1,240−18.4% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,470 | $310.1K | 0.07% | +101+1.9% | Added |
| Claro Advisors LLC | 5,455 | $309.3K | 0.04% | −3,725−40.6% | Reduced |
| Sabal Trust CO | 5,428 | $307.8K | 0.02% | +73+1.4% | Added |
| Legacy Private Trust Co. | 5,423 | $307.5K | 0.02% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 5,403 | $306.3K | 0.05% | −456−7.8% | Reduced |