Unilever PLC

交易所: NYSE
產業: Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics
SEC CIK: 0000217410

SEC 申報列表（在新分頁開啟）

近 90 天，Unilever PLC 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 1,192 家機構在 13F 申報持有，市值合計 $155.0 億；大師中只有Oakmark（Harris Associates）持有。

其他股別UNLYF

2024 年第 1 季與 2023 年第 4 季比較

持有 Unilever PLC 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人 2023 年第 4 季全部持有人

UL 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目	2023 年第 4 季	其中尚未申報 2024 年第 1 季	2024 年第 1 季	變化
持有家數	1,109	12	1,093	−4
股數	2.43 億	29.3 萬	2.48 億	+529.7 萬 (+2.2%)
市值	$117.9 億	$1,424 萬	$124.4 億	+$6.71 億 (+5.7%)

12 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（91 家）

2024 年第 1 季季末持有 Unilever PLC、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 UL 的機構
機構	股數	市值	佔組合 %
Manufacturers Life Insurance Company, The	521,132	$2,616 萬	0.02%
Groupama Asset Managment	232,679	$1,169 萬	0.21%
Bryn Mawr Trust Co	136,926	$687.2 萬	0.26%
Prosperity Consulting Group, LLC	75,072	$376.8 萬	0.47%
New York State Common Retirement Fund	74,899	$375.9 萬	0.00%
Bayesian Capital Management, LP	74,000	$371.4 萬	0.36%
SpiderRock Advisors, LLC	51,127	$248.1 萬	0.08%
Trajan Wealth LLC	45,838	$230.1 萬	0.16%
Simplicity Wealth,LLC	43,963	$220.7 萬	0.05%
Mason & Associates, LLC	42,898	$215.3 萬	1.64%
Aviance Capital Partners, LLC	37,960	$190.5 萬	0.28%
BTC Capital Management, Inc.	36,608	$183.7 萬	0.17%
Eldred Rock Partners, LLC	31,869	$160.0 萬	0.87%
Nia Impact Advisors, LLC	23,925	$120.1 萬	0.48%
Pullen Investment Management, LLC	22,413	$112.5 萬	0.95%
Diversify Advisory Services, LLC	17,320	$86.3 萬	0.05%
Gibbs Wealth Management	14,541	$73.0 萬	0.42%
Empowered Funds, LLC	13,625	$68.4 萬	0.01%
Modern Wealth Management, LLC	11,165	$56.0 萬	0.05%
Nuance Investments, LLC	10,987	$55.1 萬	0.01%
Old North State Trust, LLC	10,654	$53.5 萬	0.45%
Twin City Private Wealth, LLC	10,473	$52.6 萬	0.52%
Advisors Preferred, LLC	9,626	$48.0 萬	0.08%
Boothbay Fund Management, LLC	9,238	$46.4 萬	0.01%
Hilltop National Bank	9,173	$46.0 萬	0.16%
Ransom Advisory, Ltd	9,118	$45.8 萬	0.24%
Vontobel Holding Ltd.	8,610	$43.2 萬	0.00%
Buckingham Strategic Partners	7,999	$40.1 萬	0.01%
Keynote Financial Services LLC	7,650	$38.4 萬	0.32%
Sage Mountain Advisors LLC	7,225	$36.3 萬	0.04%
Wiley Bros.-Aintree Capital, LLC	7,115	$36.2 萬	0.05%
Financial & Tax Architects, LLC	7,130	$35.8 萬	0.10%
Summit Global Investments	6,728	$33.8 萬	0.03%
Cornerstone Wealth Group, LLC	6,722	$33.7 萬	0.03%
Avantax Planning Partners, Inc.	6,658	$33.4 萬	0.01%
Ti-Trust, Inc	6,625	$33.3 萬	0.24%
Wedbush Securities Inc	6,543	$32.8 萬	0.01%
Monticello Wealth Management, LLC	6,469	$32.5 萬	0.03%
Mane Global Capital Management LP	6,314	$31.7 萬	0.03%
Schrum Private Wealth Management LLC	6,161	$30.9 萬	0.28%
Warren Averett Asset Management, LLC	6,146	$30.8 萬	0.01%
Inscription Capital, LLC	6,073	$30.5 萬	0.05%
Mezzasalma Advisors, LLC	5,945	$29.8 萬	0.14%
Grey Street Capital, LLC	5,869	$29.5 萬	0.04%
Aptus Capital Advisors, LLC	5,723	$28.7 萬	0.01%
TCG Advisory Services, LLC	5,317	$26.7 萬	0.01%
Franklin Street Advisors Inc	5,123	$25.7 萬	0.02%
Oarsman Capital, Inc.	4,990	$25.0 萬	0.06%
Financial Network Wealth Advisors LLC	4,811	$24.1 萬	0.24%
Boston Mountain Money Management Inc	4,669	$23.4 萬	0.16%
David Loasby	4,660	$22.6 萬	0.02%
Hancock Whitney Corp	4,449	$22.3 萬	0.01%
Colony Family Offices, LLC	4,383	$22.0 萬	0.07%
Trust Point Inc.	4,380	$22.0 萬	0.02%
Marks Group Wealth Management, Inc	4,307	$21.6 萬	0.02%
Wedmont Private Capital	4,265	$20.6 萬	0.02%
Private Wealth Partners, LLC	4,100	$20.6 萬	0.02%
Stonegate Investment Group, LLC	4,065	$20.4 萬	0.01%
Octavia Wealth Advisors, LLC	4,062	$20.4 萬	0.03%
Good Life Advisors, LLC	4,050	$20.3 萬	0.02%
Carret Asset Management, LLC	4,044	$20.3 萬	0.02%
Mayflower Financial Advisors, LLC	4,026	$20.2 萬	0.03%
Mitchell McLeod Pugh & Williams Inc	4,002	$20.1 萬	0.05%
Adviser Investments LLC	4,000	$20.1 萬	0.00%
Spears Abacus Advisors LLC	3,987	$20.0 萬	0.00%
Opal Wealth Advisors, LLC	3,265	$16.4 萬	0.06%
LifeSteps Financial, Inc.	1,505	$7.55 萬	0.06%
Front Row Advisors LLC	1,214	$6.09 萬	0.02%
CoreCap Advisors, LLC	1,084	$5.44 萬	0.00%
Crewe Advisors LLC	1,011	$5.07 萬	0.01%
Rise Advisors, LLC	561	$2.82 萬	0.02%
Quent Capital, LLC	559	$2.81 萬	0.00%
Red Tortoise LLC	512	$2.57 萬	0.01%
Palisade Asset Management, LLC	394	$1.98 萬	0.00%
Quintet Private Bank (Europe) S.A.	282	$1.62 萬	0.00%
Baillie Gifford & Co	306	$1.54 萬	0.00%
Community Bank, N.A.	300	$1.51 萬	0.00%
Retirement Group, LLC	267	$1.34 萬	0.00%
Redmont Wealth Advisors LLC	235	$1.18 萬	0.02%
Monetary Management Group Inc	200	$1.00 萬	0.00%
Future Financial Wealth Managment LLC	200	$1.00 萬	0.01%
Richardson Financial Services Inc.	200	$1.00 萬	0.01%
Private Ocean, LLC	169	$8,482	0.00%
TruNorth Capital Management, LLC	159	$7,980	0.00%
LRI Investments, LLC	153	$7,689	0.00%
Abich Financial Wealth Management LLC	108	$5,421	0.00%
Gilliland Jeter Wealth Management LLC	97	$4,868	0.00%
New Covenant Trust Company, N.A.	76	$3,814	0.00%
Amundi	68	$3,412	0.00%
Global Assets Advisory, LLC	65,990	$1,324	0.06%
TD Capital Management LLC	15	$753	0.00%

清倉機構（95 家）

2023 年第 4 季季末持有 Unilever PLC、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 UL 的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Renaissance Technologies LLC	573,740	$2,782 萬
Arrowstreet Capital, Limited Partnership	486,492	$2,359 萬
Lord, Abbett & Co. LLC	429,336	$2,081 萬
Easterly Investment Partners LLC	182,155	$883.1 萬
Cetera Advisor Networks LLC	171,149	$829.7 萬
Duality Advisers, LP	136,714	$662.8 萬
Transform Wealth, LLC	101,315	$491.2 萬
Cubist Systematic Strategies, LLC	99,292	$481.4 萬
Quantbot Technologies LP	58,345	$282.9 萬
Meridian Wealth Management, LLC	49,704	$241.0 萬
FORA Capital, LLC	43,180	$209.3 萬
Greenup Street Wealth Management LLC	37,284	$180.8 萬
AE Wealth Management LLC	31,627	$153.0 萬
Cetera Advisors LLC	26,905	$130.4 萬
Group One Trading, L.P.	24,640	$119.5 萬
Victory Capital Management Inc	24,199	$117.3 萬
OmniStar Financial Group, Inc.	19,860	$96.3 萬
Point72 Asset Management, L.P.	19,200	$93.1 萬
Simplex Trading, LLC	17,047	$82.6 萬
XTX Topco Ltd	16,299	$79.0 萬
GTS Securities LLC	16,012	$77.6 萬
Dynamic Technology Lab Private Ltd	15,912	$77.1 萬
Boit C F David	13,000	$63.4 萬
Wolverine Trading, LLC	12,900	$62.5 萬
D.B. Root & Company, LLC	11,933	$57.9 萬
Bridgefront Capital, LLC	11,100	$53.8 萬
Susquehanna International Securities, Ltd.	10,282	$49.8 萬
Beaumont Asset Management, L.L.C.	9,672	$46.9 萬
Cookson Peirce & Co Inc	9,184	$44.5 萬
New Century Financial Group, LLC	8,788	$42.6 萬
Fiduciary Family Office, LLC	8,779	$42.6 萬
Axq Capital, LP	8,700	$42.2 萬
Godshalk Welsh Capital Management, Inc.	8,475	$41.1 萬
Covenant Partners, LLC	8,313	$40.3 萬
Resources Investment Advisors, LLC.	7,906	$38.3 萬
Legacy Capital Wealth Partners, LLC	7,451	$36.1 萬
AMG National Trust Bank	6,701	$32.5 萬
Moody National Bank Trust Division	6,275	$30.4 萬
SageView Advisory Group, LLC	6,102	$29.9 萬
Arete Wealth Advisors, LLC	5,990	$29.0 萬
Advisory Research Inc	5,511	$26.7 萬
Phoenix Holdings Ltd.	5,410	$26.2 萬
Cove Private Wealth, LLC	5,350	$25.9 萬
Pinnacle Wealth Planning Services, Inc.	5,293	$25.7 萬
Nichols & Pratt Advisers LLP	5,175	$25.1 萬
Wrapmanager Inc	5,116	$24.8 萬
Wintrust Investments LLC	5,068	$24.6 萬
Lummis Asset Management, LP	5,000	$24.2 萬
Klingenstein Fields & Co LP	4,925	$23.9 萬
IFG Advisory, LLC	4,880	$23.7 萬
Fortitude Advisory Group L.L.C.	4,867	$23.6 萬
Catalytic Wealth RIA, LLC	4,867	$23.6 萬
Connecticut Wealth Management, LLC	4,723	$22.9 萬
Stokes Family Office, LLC	4,700	$22.8 萬
DGS Capital Management, LLC	4,629	$22.4 萬
MONECO Advisors, LLC	4,595	$22.3 萬
Mainstay Capital Management LLC	4,390	$21.3 萬
Pine Valley Investments Ltd Liability Co	4,347	$21.1 萬
Farmers National Bank	4,347	$21.1 萬
Integrated Advisors Network LLC	4,320	$20.9 萬
Aprio Wealth Management, LLC	4,297	$20.8 萬
9258 Wealth Management, LLC	4,215	$20.4 萬
Baker Chad R	4,160	$20.2 萬
Kovack Advisors, Inc.	4,137	$20.1 萬
Glassman Wealth Services	1,689	$8.19 萬
Disciplined Equity Management, Inc.	1,500	$7.27 萬
Planned Solutions, Inc.	900	$4.36 萬
Voisard Asset Management Group, Inc.	642	$3.11 萬
Greenwood Gearhart Inc	595	$2.88 萬
Life Planning Partners, Inc	550	$2.67 萬
Focused Wealth Management, Inc	519	$2.51 萬
Resurgent Financial Advisors LLC	498	$2.41 萬
IAG Wealth Partners, LLC	400	$1.94 萬
Activest Wealth Management	365	$1.77 萬
Operose Advisors LLC	344	$1.67 萬
WealthCollab, LLC	259	$1.26 萬
Gradient Investments LLC	241	$1.17 萬
Rockbridge Investment Management, LCC	230	$1.12 萬
Criterion Capital Advisors, LLC	218	$1.05 萬
Arlington Trust Co LLC	211	$1.02 萬
Johnson Financial Group, Inc.	209	$1.01 萬
CoreFirst Bank & Trust	165	$7,999
Trifecta Capital Advisors, LLC	157	$7,612
REAP Financial Group, LLC	148	$7,194
Bourgeon Capital Management LLC	110	$5,333
Lee Financial Co	96	$4,655
Provenance Wealth Advisors, LLC	65	$3,151
Moisand Fitzgerald Tamayo, LLC	45	$2,182
New Millennium Group LLC	44	$2,133
Global Wealth Management Investment Advisory, Inc.	36	$1,745
Financial Synergies Wealth Advisors, Inc.	34	$1,712
Annapolis Financial Services, LLC	22	$1,067
Dividend Assets Capital, LLC	30	$1,000
Abound Wealth Management	12	$604
Tennessee Valley Asset Management Partners	9	$436

尚未申報 2024 年第 1 季的機構（12 家）

2023 年第 4 季季末持有 Unilever PLC、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 UL、尚未申報 2024 年第 1 季的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Putnam Investments LLC	128,580	$623.4 萬
Sawtooth Solutions, LLC	40,481	$196.3 萬
Wade G W & Inc	37,166	$180.2 萬
Bartlett & Co. LLC	22,700	$110.0 萬
Moreno Evelyn V	16,034	$77.7 萬
DFPG Investments, LLC	15,824	$77.0 萬
Golden State Equity Partners	14,642	$71.0 萬
Traverso Chambers Private Wealth Management, LLC	10,462	$50.7 萬
Platform Technology Partners	6,111	$30.9 萬
Baystate Wealth Management LLC	948	$4.60 萬
Provence Wealth Management Group	288	$1.40 萬
Coppell Advisory Solutions LLC	83	$4,024