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, Q1 2025
Institutional positions in Unilever PLC as of Mar 31, 2025. 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
- 1,179
- +8 vs. Q4 2024
- Shares held
- 219.4M
- +218.0K (+0.1%) vs. Q4 2024
- Total value
- $13.1B
- +$637.0M (+5.1%) vs. Q4 2024
- New holders
- 98
- 447 more added
- Sold out
- 90
- 429 more reduced
17 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Unilever PLC; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atria Investments LLC | 50,379 | $3.00M | 0.04% | −4,652−8.5% | Reduced |
| Meridian Wealth Management, LLC | 50,695 | $3.02M | 0.15% | −2,056−3.9% | Reduced |
| Hall Laurie J Trustee | 50,815 | $3.03M | 1.08% | −1,180−2.3% | Reduced |
| Concurrent Investment Advisors, LLC | 51,168 | $3.05M | 0.07% | −2,314−4.3% | Reduced |
| JCIC Asset Management Inc. | 51,438 | $3.06M | 1.28% | −662−1.3% | Reduced |
| GWM Advisors LLC | 51,612 | $3.07M | 0.02% | −3,339−6.1% | Reduced |
| Anchor Capital Advisors LLC | 52,464 | $3.12M | 0.09% | +243+0.5% | Added |
| Strategic Advisors LLC | 52,849 | $3.15M | 0.61% | −1,263−2.3% | Reduced |
| Founders Financial Securities LLC | 50,217 | $3.17M | 0.27% | +14,997+42.6% | Added |
| Rhumbline Advisers | 53,814 | $3.20M | 0.00% | −378−0.7% | Reduced |
| Guardian Partners Inc. | 49,959 | $3.21M | 0.33% | −641−1.3% | Reduced |
| RSM US Wealth Management LLC | 53,884 | $3.21M | 0.05% | +10,674+24.7% | Added |
| Dakota Wealth Management | 54,231 | $3.23M | 0.08% | −1,907−3.4% | Reduced |
| Davis-Rea Ltd. | 55,579 | $3.31M | 0.88% | +55,579 | New |
| Redmond Asset Management, LLC | 55,625 | $3.31M | 0.85% | +766+1.4% | Added |
| GSB Wealth Management, LLC | 55,981 | $3.33M | 0.88% | −879−1.5% | Reduced |
| Old Port Advisors | 56,318 | $3.35M | 1.00% | −363−0.6% | Reduced |
| Naviter Wealth, LLC | 56,969 | $3.37M | 0.41% | +419+0.7% | Added |
| SGL Investment Advisors, Inc. | 54,219 | $3.39M | 1.75% | −1,533−2.7% | Reduced |
| JPL Wealth Management, LLC | 57,525 | $3.43M | 0.98% | +1,410+2.5% | Added |
| Courier Capital LLC | 58,500 | $3.48M | 0.23% | −1,185−2.0% | Reduced |
| Stephens Inc | 58,720 | $3.50M | 0.05% | −2,472−4.0% | Reduced |
| apricus wealth, LLC | 58,736 | $3.50M | 2.08% | +2,220+3.9% | Added |
| Fullcircle Wealth LLC | 56,442 | $3.57M | 1.47% | +1,247+2.3% | Added |
| Park Avenue Securities LLC | 60,376 | $3.60M | 0.04% | +13,107+27.7% | Added |
| IFP Advisors, Inc | 60,969 | $3.63M | 0.11% | +13,243+27.7% | Added |
| Oppenheimer & Co Inc | 61,421 | $3.66M | 0.06% | +6,440+11.7% | Added |
| Exencial Wealth Advisors, LLC | 62,215 | $3.70M | 0.14% | +1,134+1.9% | Added |
| Davenport & Co LLC | 62,305 | $3.71M | 0.02% | +7,748+14.2% | Added |
| Empowered Funds, LLC | 62,424 | $3.72M | 0.05% | +19,883+46.7% | Added |
| Bleakley Financial Group, LLC | 62,670 | $3.73M | 0.12% | −1,760−2.7% | Reduced |
| Dynamic Advisor Solutions LLC | 63,106 | $3.76M | 0.12% | +63,106 | New |
| Keybank National Association | 63,315 | $3.77M | 0.02% | +68+0.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 63,362 | $3.77M | 0.01% | +976+1.6% | Added |
| Smithbridge Asset Management Inc | 63,466 | $3.78M | 0.70% | +63,466 | New |
| HB Wealth Management, LLC | 64,379 | $3.83M | 0.03% | +43,701+211.3% | Added |
| Mutual Advisors, LLC | 61,493 | $3.85M | 0.11% | −8,442−12.1% | Reduced |
| Heartland Advisors Inc | 64,868 | $3.86M | 0.22% | −446−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 65,087 | $3.88M | 0.02% | −14,104−17.8% | Reduced |
| Private Advisor Group, LLC | 65,330 | $3.89M | 0.02% | +395+0.6% | Added |
| Logan Capital Management Inc | 65,338 | $3.89M | 0.18% | +849+1.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 65,830 | $3.92M | 0.01% | −1,617−2.4% | Reduced |
| Royce & Associates LP | 66,000 | $3.93M | 0.04% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 66,166 | $3.94M | 0.46% | +66,166 | New |
| Zions Bancorporation, National Association | 66,232 | $3.94M | 0.25% | +66,232 | New |
| CIBC Private Wealth Group, LLC | 68,216 | $3.95M | 0.01% | −4,861−6.7% | Reduced |
| Beacon Financial Group | 66,347 | $3.95M | 0.43% | +1,761+2.7% | Added |
| Tweedy, Browne Co LLC | 66,675 | $3.97M | 0.35% | −2,128−3.1% | Reduced |
| Berkshire Bank | 67,141 | $4.00M | 0.97% | +1,528+2.3% | Added |
| Procyon Private Wealth Partners, LLC | 68,122 | $4.06M | 0.25% | +32,789+92.8% | Added |
| K.J. Harrison & Partners Inc | 70,000 | $4.17M | 0.81% | +70,000 | New |
| Allen Capital Group, LLC | 70,622 | $4.21M | 0.48% | +9,583+15.7% | Added |
| Tower Research Capital LLC (TRC) | 70,805 | $4.22M | 0.13% | +15,615+28.3% | Added |
| Sandy Spring Bank | 71,019 | $4.23M | 0.18% | +97+0.1% | Added |
| Haverford Trust Co | 71,104 | $4.23M | 0.04% | +1,021+1.5% | Added |
| Kestra Advisory Services, LLC | 71,633 | $4.27M | 0.02% | −4,084−5.4% | Reduced |
| Motco | 73,341 | $4.37M | 0.46% | −9,078−11.0% | Reduced |
| Gilman Hill Asset Management, LLC | 73,642 | $4.39M | 0.76% | +1,670+2.3% | Added |
| Prime Capital Investment Advisors, LLC | 73,992 | $4.41M | 0.05% | +3,372+4.8% | Added |
| Trajan Wealth LLC | 75,496 | $4.50M | 0.25% | +8,188+12.2% | Added |
| Slocum, Gordon & Co LLP | 75,613 | $4.50M | 3.35% | +52,838+232.0% | Added |
| Atria Wealth Solutions, Inc. | 75,635 | $4.51M | 0.05% | +1,072+1.4% | Added |
| Bonness Enterprises Inc | 76,040 | $4.53M | 1.48% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 76,223 | $4.54M | 0.75% | −1,344−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 76,771 | $4.57M | 0.01% | −1,284−1.6% | Reduced |
| Arlington Partners LLC | 76,981 | $4.58M | 1.80% | +2,614+3.5% | Added |
| Reynders McVeigh Capital Management, LLC | 77,175 | $4.60M | 0.26% | +6,030+8.5% | Added |
| Moran Wealth Management, LLC | 77,290 | $4.60M | 0.15% | −23,949−23.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 78,118 | $4.65M | 0.04% | +7,547+10.7% | Added |
| WCM Investment Management, LLC | 78,609 | $4.65M | 0.01% | −2,704−3.3% | Reduced |
| Tevis Investment Management | 82,280 | $4.67M | 3.46% | 00.0% | Unchanged |
| Gabelli Funds LLC | 78,822 | $4.69M | 0.04% | +1,053+1.4% | Added |
| JustInvest LLC | 78,901 | $4.70M | 0.07% | +6,623+9.2% | Added |
| Baird Financial Group, Inc. | 79,454 | $4.73M | 0.01% | +1,227+1.6% | Added |
| Quadrant Capital Group LLC | 79,754 | $4.75M | 0.18% | +60,265+309.2% | Added |
| Pensionmark Financial Group, LLC | 80,490 | $4.79M | 0.12% | +9,933+14.1% | Added |
| Northwestern Mutual Wealth Management Co | 80,944 | $4.82M | 0.00% | −906−1.1% | Reduced |
| Farther Finance Advisors, LLC | 80,953 | $4.82M | 0.12% | +206+0.3% | Added |
| Advisory Research Inc | 82,264 | $4.90M | 0.86% | −5,239−6.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 82,502 | $4.91M | 0.64% | +386+0.5% | Added |
| Becker Capital Management Inc | 84,307 | $5.02M | 0.17% | +5,140+6.5% | Added |
| Regions Financial Corp | 84,463 | $5.03M | 0.04% | −1,060−1.2% | Reduced |
| Nixon Peabody Trust Co | 84,812 | $5.05M | 0.43% | +84,812 | New |
| Cambridge Investment Research Advisors, Inc. | 87,674 | $5.22M | 0.02% | +731+0.8% | Added |
| Evelyn Partners Asset Management Ltd | 89,293 | $5.32M | 1.48% | +1,465+1.7% | Added |
| Headinvest, LLC | 90,165 | $5.37M | 1.04% | −1,730−1.9% | Reduced |
| Jacobs & Co | 90,403 | $5.38M | 0.57% | −1,560−1.7% | Reduced |
| Butensky & Cohen Financial Security, Inc | 91,446 | $5.45M | 1.67% | −423−0.5% | Reduced |
| NewEdge Wealth, LLC | 91,901 | $5.47M | 0.10% | +11,959+15.0% | Added |
| tru Independence LLC | 94,117 | $5.60M | 1.74% | +2,141+2.3% | Added |
| Lorne Steinberg Wealth Management Inc. | 94,831 | $5.65M | 1.65% | +12,621+15.4% | Added |
| HSBC Holdings PLC | 95,591 | $5.69M | 0.00% | −218−0.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 96,630 | $5.75M | 1.46% | +96,630 | New |
| Hennessy Advisors Inc | 98,300 | $5.85M | 0.19% | −2,900−2.9% | Reduced |
| Kavar Capital Partners Group, LLC | 98,859 | $5.89M | 0.98% | −214−0.2% | Reduced |
| Coston, McIsaac & Partners | 99,407 | $5.92M | 1.73% | +437+0.4% | Added |
| Stablepoint Partners, LLC | 100,165 | $5.96M | 1.08% | +9,655+10.7% | Added |
| Assetmark, Inc | 100,610 | $5.99M | 0.02% | +23,460+30.4% | Added |
| Fiera Capital Corp | 101,957 | $6.07M | 0.02% | −2,501−2.4% | Reduced |
| Blair William & Co | 102,750 | $6.12M | 0.02% | −15,348−13.0% | Reduced |