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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1,510 | $89.9K | 0.00% | −468−23.7% | Reduced |
| Salem Investment Counselors Inc | 1,516 | $90.3K | 0.00% | −1−0.1% | Reduced |
| Concord Wealth Partners | 1,574 | $93.7K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,586 | $94.5K | 0.05% | +1,167+278.5% | Added |
| Greenline Partners, LLC | 1,596 | $95.0K | 0.01% | +575+56.3% | Added |
| St Germain D J Co Inc | 1,609 | $95.8K | 0.00% | −1,120−41.0% | Reduced |
| Atlas Capital Advisors LLC | 1,627 | $96.9K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,632 | $97.2K | 0.02% | +5+0.3% | Added |
| Hartford Financial Management Inc. | 1,665 | $99.2K | 0.02% | −35−2.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,720 | $102.4K | 0.01% | −15−0.9% | Reduced |
| Abound Financial, LLC | 1,729 | $103.0K | 0.05% | +1,729 | New |
| Central Trust Co | 1,740 | $103.6K | 0.00% | −67−3.7% | Reduced |
| Park Place Capital Corp | 1,773 | $105.6K | 0.03% | −382−17.7% | Reduced |
| Thompson Investment Management, Inc. | 1,776 | $105.8K | 0.02% | +26+1.5% | Added |
| Glen Eagle Advisors, LLC | 1,812 | $107.9K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,859 | $110.7K | 0.01% | +1,250+205.3% | Added |
| Hara Capital LLC | 1,882 | $112.1K | 0.08% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,953 | $116.3K | 0.01% | −67−3.3% | Reduced |
| Sunbelt Securities, Inc. | 1,977 | $117.7K | 0.01% | +1,364+222.5% | Added |
| Global Trust Asset Management, LLC | 2,062 | $122.8K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,112 | $126.0K | 0.00% | −84−3.8% | Reduced |
| Chilton Capital Management LLC | 2,203 | $131.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,205 | $131.3K | 0.01% | −610−21.7% | Reduced |
| CX Institutional | 2,276 | $136.0K | 0.01% | +2,276 | New |
| Compass Wealth Management LLC | 2,351 | $140.0K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,468 | $147.0K | 0.01% | +1,348+120.4% | Added |
| HHM Wealth Advisors, LLC | 2,587 | $154.1K | 0.02% | +665+34.6% | Added |
| Montag A & Associates Inc | 2,600 | $154.8K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,636 | $157.0K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 2,800 | $166.7K | 0.06% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,815 | $167.6K | 0.07% | +321+12.9% | Added |
| Delta Asset Management LLC | 2,915 | $173.6K | 0.02% | +25+0.9% | Added |
| Binnacle Investments Inc | 3,199 | $190.5K | 0.14% | +3,199 | New |
| Edmond de Rothschild Holding S.A. | 3,213 | $191.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,239 | $192.9K | 0.02% | +273+9.2% | Added |
| State of Wyoming | 3,290 | $195.9K | 0.03% | +3,290 | New |
| Harbour Investments, Inc. | 3,327 | $198.1K | 0.01% | −286−7.9% | Reduced |
| Financial Network Wealth Advisors LLC | 3,335 | $198.6K | 0.26% | +1,360+68.9% | Added |
| Loomis Sayles & Co L P | 3,341 | $199.0K | 0.00% | −865−20.6% | Reduced |
| Washington Trust Co | 3,350 | $199.5K | 0.01% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 3,366 | $200.4K | 0.05% | +3,366 | New |
| Holderness Investments Co | 3,368 | $200.6K | 0.05% | −557−14.2% | Reduced |
| Equitable Holdings, Inc. | 3,369 | $200.6K | 0.00% | +3,369 | New |
| MMBG Investment Advisors Co. | 3,381 | $201.3K | 0.02% | +3,381 | New |
| Parvin Asset Management, LLC | 3,385 | $201.6K | 0.23% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3,396 | $202.2K | 0.16% | −117−3.3% | Reduced |
| Reuter James Wealth Management, LLC | 3,454 | $205.7K | 0.04% | +3,454 | New |
| Verity & Verity, LLC | 3,500 | $208.4K | 0.02% | +3,500 | New |
| Boston Family Office LLC | 3,511 | $209.0K | 0.01% | +3,511 | New |
| Trust Point Inc. | 3,526 | $210.0K | 0.02% | −695−16.5% | Reduced |
| Kovack Advisors, Inc. | 3,539 | $210.8K | 0.02% | +6+0.2% | Added |
| Oarsman Capital, Inc. | 3,547 | $211.2K | 0.04% | −616−14.8% | Reduced |
| David Loasby | 3,535 | $211.8K | 0.02% | +3,535 | New |
| New Republic Capital, LLC | 3,576 | $213.2K | 0.09% | −593−14.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,589 | $213.7K | 0.07% | +10.0% | Added |
| Sittner & Nelson, LLC | 3,609 | $214.9K | 0.09% | −31−0.9% | Reduced |
| Gladstone Institutional Advisory LLC | 3,648 | $217.3K | 0.01% | +3,648 | New |
| Flagship Harbor Advisors, LLC | 3,649 | $217.3K | 0.01% | +28+0.8% | Added |
| Comprehensive Money Management Services LLC | 3,655 | $217.7K | 0.18% | +3,655 | New |
| Cypress Wealth Services, LLC | 3,656 | $217.7K | 0.04% | −29−0.8% | Reduced |
| HBK Sorce Advisory LLC | 3,657 | $217.8K | 0.01% | +113+3.2% | Added |
| Proficio Capital Partners LLC | 3,673 | $218.7K | 0.02% | −27−0.7% | Reduced |
| Frisch Financial Group, Inc. | 3,685 | $219.0K | 0.06% | +37+1.0% | Added |
| Tradewinds, LLC. | 3,694 | $220.0K | 0.06% | +286+8.4% | Added |
| Capital Analysts, LLC | 3,692 | $220.0K | 0.01% | +20+0.5% | Added |
| Brookstone Capital Management | 3,706 | $220.7K | 0.00% | +3,706 | New |
| Csenge Advisory Group | 3,461 | $220.9K | 0.01% | +3,461 | New |
| United Community Bank | 3,730 | $222.1K | 0.08% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 3,735 | $222.4K | 0.01% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 3,761 | $224.0K | 0.05% | −9−0.2% | Reduced |
| Camden Capital, LLC | 3,767 | $224.3K | 0.02% | −171−4.3% | Reduced |
| Pinnacle Financial Partners Inc | 3,803 | $226.5K | 0.00% | +18+0.5% | Added |
| Wellington Shields & Co., LLC | 3,812 | $227.0K | 0.07% | −500−11.6% | Reduced |
| Somerville Kurt F | 3,837 | $228.5K | 0.04% | −55−1.4% | Reduced |
| Toronto Dominion Bank | 3,840 | $229.0K | 0.00% | −175−4.4% | Reduced |
| Riverview Trust Co | 3,849 | $229.2K | 0.23% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,856 | $230.0K | 0.01% | +6+0.2% | Added |
| LMR Partners LLP | 3,863 | $230.0K | 0.00% | +3,863 | New |
| Paragon Private Wealth Management, LLC | 3,873 | $230.6K | 0.11% | −128−3.2% | Reduced |
| S.A. Mason LLC | 3,883 | $231.2K | 0.12% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,888 | $231.5K | 0.02% | +245+6.7% | Added |
| Armstrong, Fleming & Moore, Inc | 3,890 | $231.6K | 0.28% | +3,890 | New |
| Cornerstone Wealth Management, LLC | 3,907 | $232.7K | 0.02% | +3,907 | New |
| Oregon Pacific Wealth Management, LLC | 3,910 | $232.8K | 0.23% | −3,289−45.7% | Reduced |
| RD Lewis Holdings, Inc. | 3,681 | $233.7K | 0.26% | −245−6.2% | Reduced |
| Tradition Wealth Management, LLC | 3,958 | $235.7K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,972 | $236.5K | 0.06% | +675+20.5% | Added |
| Spears Abacus Advisors LLC | 3,987 | $237.4K | 0.01% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 3,992 | $237.8K | 0.04% | −115−2.8% | Reduced |
| Fiduciary Group LLC | 3,995 | $237.9K | 0.02% | −139−3.4% | Reduced |
| Scientech Research LLC | 3,996 | $238.0K | 0.06% | +3,996 | New |
| Birch Hill Investment Advisors LLC | 4,000 | $238.2K | 0.01% | −2,020−33.6% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,013 | $239.0K | 0.18% | +292+7.8% | Added |
| Adviser Investments LLC | 4,023 | $239.6K | 0.00% | +4,023 | New |
| Claris Advisors, LLC | 4,042 | $240.7K | 0.09% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,044 | $240.8K | 0.03% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 4,268 | $242.0K | 0.04% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,096 | $243.9K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4,099 | $244.1K | 0.10% | +1,003+32.4% | Added |
| Aurora Private Wealth, Inc. | 4,107 | $245.0K | 0.20% | −98−2.3% | Reduced |