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 |
|---|---|---|---|---|---|
| Berry Wealth Group, LP | 5,639 | $335.8K | 0.26% | +1,651+41.4% | Added |
| Tyler-Stone Wealth Management | 5,696 | $339.2K | 0.06% | −880−13.4% | Reduced |
| WSFS Capital Management, LLC | 5,710 | $340.0K | 0.02% | −83−1.4% | Reduced |
| Nilsine Partners, LLC | 5,721 | $340.7K | 0.04% | −179−3.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,725 | $340.9K | 0.08% | −10.0% | Reduced |
| Sabal Trust CO | 5,745 | $342.1K | 0.02% | +317+5.8% | Added |
| TCG Advisory Services, LLC | 5,817 | $346.4K | 0.01% | −40−0.7% | Reduced |
| Farmers & Merchants Investments Inc | 5,840 | $347.8K | 0.01% | +194+3.4% | Added |
| Roberts Glore & Co Inc | 5,841 | $347.8K | 0.11% | 00.0% | Unchanged |
| Sky Investment Group LLC | 5,875 | $349.9K | 0.06% | −315−5.1% | Reduced |
| Tru Independence Asset Management 2, LLC | 5,886 | $350.5K | 0.26% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 5,910 | $351.9K | 0.01% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 5,910 | $351.9K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,921 | $352.6K | 0.05% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 5,921 | $352.6K | 0.10% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 5,947 | $354.1K | 0.29% | +105+1.8% | Added |
| Addison Advisors LLC | 5,954 | $354.6K | 0.10% | +49+0.8% | Added |
| Phocas Financial Corp. | 6,000 | $357.3K | 0.05% | 00.0% | Unchanged |
| Optas, LLC | 6,020 | $358.5K | 0.06% | −1,255−17.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,065 | $363.0K | 0.16% | −542−8.2% | Reduced |
| Lindbrook Capital, LLC | 6,099 | $363.2K | 0.03% | +126+2.1% | Added |
| Diversified Trust Co | 6,106 | $363.6K | 0.01% | −253−4.0% | Reduced |
| Foundations Investment Advisors, LLC | 6,156 | $366.6K | 0.01% | −913−12.9% | Reduced |
| Gryphon Financial Partners LLC | 6,184 | $368.3K | 0.05% | +569+10.1% | Added |
| Schrum Private Wealth Management LLC | 6,223 | $370.6K | 0.33% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 6,225 | $370.7K | 0.04% | +30.0% | Added |
| Cetera Trust Company, N.A | 6,230 | $371.0K | 0.24% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 6,243 | $371.8K | 0.31% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 6,257 | $372.6K | 0.42% | +12+0.2% | Added |
| Fulcrum Capital LLC | 6,258 | $372.7K | 0.08% | +673+12.1% | Added |
| Freestone Capital Holdings, LLC | 6,271 | $373.4K | 0.01% | −310−4.7% | Reduced |
| Good Steward Wealth Advisors,LLC | 6,316 | $376.1K | 0.34% | +6,316 | New |
| GeoWealth Management, LLC | 6,353 | $378.3K | 0.02% | −1,323−17.2% | Reduced |
| Cornerstone Wealth Group, LLC | 6,366 | $379.1K | 0.03% | −143−2.2% | Reduced |
| Smithfield Trust Co | 6,361 | $381.0K | 0.02% | −258−3.9% | Reduced |
| Fort Washington Investment Advisors Inc | 6,399 | $381.1K | 0.00% | −320−4.8% | Reduced |
| Valley National Advisers Inc | 6,454 | $384.0K | 0.07% | −622−8.8% | Reduced |
| First Horizon Advisors, Inc. | 6,454 | $384.3K | 0.01% | −109−1.7% | Reduced |
| Maia Wealth LLC | 6,176 | $384.4K | 0.09% | +120+2.0% | Added |
| Argonautica Private Wealth Management, Inc | 6,465 | $385.0K | 0.13% | +776+13.6% | Added |
| Griffith & Werner, Inc. | 6,473 | $385.5K | 0.24% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 6,481 | $385.9K | 0.04% | −2,477−27.7% | Reduced |
| Lincoln Capital LLC | 5,902 | $386.2K | 0.08% | −438−6.9% | Reduced |
| Hancock Whitney Corp | 6,491 | $386.5K | 0.01% | +1,338+26.0% | Added |
| Port Capital LLC | 6,500 | $387.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,609 | $393.6K | 0.05% | −77−1.2% | Reduced |
| Ti-Trust, Inc | 6,625 | $394.5K | 0.26% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,638 | $395.0K | 0.00% | +4,129+164.6% | Added |
| O'Brien Greene & Co. Inc | 6,650 | $396.0K | 0.13% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 6,656 | $396.4K | 0.08% | +3,188+91.9% | Added |
| Monticello Wealth Management, LLC | 6,675 | $397.5K | 0.03% | +52+0.8% | Added |
| Carnegie Capital Asset Management, LLC | 6,888 | $399.1K | 0.01% | −250−3.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 6,739 | $401.3K | 0.03% | +87+1.3% | Added |
| Red Door Wealth Management, LLC | 6,758 | $402.4K | 0.06% | −3,449−33.8% | Reduced |
| Resonant Capital Advisors, LLC | 6,764 | $402.8K | 0.03% | +1,212+21.8% | Added |
| BridgePort Financial Solutions, LLC | 6,830 | $406.7K | 0.18% | +9+0.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,542 | $407.2K | 0.09% | +1,072+19.6% | Added |
| Transamerica Financial Advisors, Inc. | 6,869 | $410.0K | 0.04% | +2,166+46.1% | Added |
| Daymark Wealth Partners, LLC | 6,911 | $411.6K | 0.02% | −1,048−13.2% | Reduced |
| Douglas Lane & Associates, LLC | 6,916 | $411.8K | 0.01% | −410−5.6% | Reduced |
| Bedel Financial Consulting, Inc. | 6,490 | $414.7K | 0.06% | 00.0% | Unchanged |
| Fca Corp | 7,000 | $416.9K | 0.13% | 00.0% | Unchanged |
| Graypoint LLC | 7,021 | $418.1K | 0.03% | −10.0% | Reduced |
| Sound Income Strategies, LLC | 7,071 | $421.1K | 0.02% | −377−5.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,073 | $421.2K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,101 | $422.9K | 0.01% | −2,331−24.7% | Reduced |
| Mather Group, LLC. | 7,113 | $423.6K | 0.00% | +328+4.8% | Added |
| Rehmann Capital Advisory Group | 7,120 | $424.0K | 0.03% | −544−7.1% | Reduced |
| Breed's Hill Capital LLC | 7,121 | $424.1K | 0.23% | −19−0.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 7,123 | $424.2K | 0.12% | +7,123 | New |
| Aspen Grove Capital, LLC | 7,138 | $425.1K | 0.08% | +108+1.5% | Added |
| ICONIQ Capital, LLC | 7,217 | $429.8K | 0.01% | −1,682−18.9% | Reduced |
| Gentry Private Wealth, LLC | 7,238 | $431.0K | 0.35% | +7,238 | New |
| Mane Global Capital Management LP | 7,319 | $435.8K | 0.03% | +1,005+15.9% | Added |
| Hickory Asset Management, Inc. | 7,324 | $436.1K | 0.39% | −66−0.9% | Reduced |
| May Hill Capital, LLC | 7,392 | $440.2K | 0.17% | +2,179+41.8% | Added |
| Moloney Securities Asset Management, LLC | 7,430 | $442.5K | 0.06% | −983−11.7% | Reduced |
| BSW Wealth Partners | 7,473 | $445.0K | 0.07% | −498−6.2% | Reduced |
| Searle & Co. | 7,500 | $446.6K | 0.13% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 7,530 | $448.4K | 0.02% | +1,353+21.9% | Added |
| WealthTrust Axiom LLC | 7,573 | $451.0K | 0.14% | −533−6.6% | Reduced |
| South State Corp. | 7,579 | $451.3K | 0.02% | +364+5.0% | Added |
| GTS Securities LLC | 7,591 | $452.0K | 0.02% | +7,591 | New |
| V-Square Quantitative Management LLC | 7,607 | $453.0K | 0.07% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 7,625 | $454.1K | 0.15% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 7,641 | $455.0K | 0.26% | +66+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 7,649 | $455.5K | 0.02% | +22+0.3% | Added |
| Toroso Investments, LLC | 7,654 | $455.8K | 0.00% | +2,392+45.5% | Added |
| Icon Wealth Advisors, LLC | 7,707 | $459.0K | 0.04% | −718−8.5% | Reduced |
| Principal Street Partners, LLC | 7,744 | $461.2K | 0.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 7,768 | $462.6K | 0.02% | +768+11.0% | Added |
| Rbo & Co LLC | 7,769 | $462.6K | 0.07% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 7,780 | $463.3K | 0.02% | −194−2.4% | Reduced |
| Roman Butler Fullerton & Co | 7,521 | $467.4K | 0.18% | −275−3.5% | Reduced |
| Manske Wealth Management | 7,868 | $468.5K | 0.18% | +947+13.7% | Added |
| FourThought Financial Partners, LLC | 7,889 | $469.8K | 0.05% | +349+4.6% | Added |
| Sowell Financial Services LLC | 7,902 | $470.6K | 0.02% | +7,902 | New |
| Octavia Wealth Advisors, LLC | 7,905 | $470.7K | 0.06% | +1,225+18.3% | Added |
| King Luther Capital Management Corp | 7,921 | $471.7K | 0.00% | −1,035−11.6% | Reduced |
| Allen Investment Management LLC | 8,005 | $476.7K | 0.01% | 00.0% | Unchanged |