Unilever PLC
UL- 交易所
- NYSE
- 產業
- Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics
- SEC CIK
- 0000217410
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 1,193 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 13F 持有人
Unilever PLC 在 2024/3/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,093
- 較 2023 年第 4 季 −4 家
- 持有股數
- 2.48 億
- 較 2023 年第 4 季 +529.7 萬 (+2.2%)
- 總市值
- $124.4 億
- 較 2023 年第 4 季 +$6.71 億 (+5.7%)
- 新進機構
- 91
- 另有 407 家加碼
- 清倉機構
- 95
- 另有 418 家減碼
另有 12 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 UL 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,193 | $155.0 億 |
| 2026 年第 1 季 | 1,175 | $137.2 億 |
| 2025 年第 4 季 | 1,158 | $138.9 億 |
| 2025 年第 3 季 | 1,174 | $139.2 億 |
| 2025 年第 2 季 | 1,187 | $140.2 億 |
| 2025 年第 1 季 | 1,179 | $130.7 億 |
| 2024 年第 4 季 | 1,188 | $124.5 億 |
| 2024 年第 3 季 | 1,175 | $142.1 億 |
| 2024 年第 2 季 | 1,111 | $126.5 億 |
| 2024 年第 1 季 | 1,093 | $124.4 億 |
| 2023 年第 4 季 | 1,109 | $117.9 億 |
| 2023 年第 3 季 | 1,068 | $123.5 億 |
| 2023 年第 2 季 | 1,084 | $131.9 億 |
| 2023 年第 1 季 | 1,106 | $135.0 億 |
| 2022 年第 4 季 | 1,105 | $133.6 億 |
| 2022 年第 3 季 | 1,019 | $114.9 億 |
| 2022 年第 2 季 | 1,059 | $114.1 億 |
| 2022 年第 1 季 | 1,022 | $107.0 億 |
| 2021 年第 4 季 | 1,099 | $132.6 億 |
| 2021 年第 3 季 | 1,007 | $127.4 億 |
| 2021 年第 2 季 | 1,042 | $136.6 億 |
| 2021 年第 1 季 | 1,035 | $127.5 億 |
2024 年第 1 季持有機構
每家機構持有 Unilever PLC 的股數、市值與佔組合比重;股數變化跟 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 5,155 | $25.9 萬 | 0.03% | +4,108+392.4% | 加碼 |
| Graybill Bartz & Assoc Ltd | 5,164 | $25.9 萬 | 0.11% | +115+2.3% | 加碼 |
| WCM Investment Management, LLC | 5,169 | $25.9 萬 | 0.00% | +696+15.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 5,193 | $26.1 萬 | 0.02% | −277−5.1% | 減碼 |
| Fulcrum Capital LLC | 5,220 | $26.2 萬 | 0.06% | +395+8.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 5,292 | $26.6 萬 | 0.03% | −3,873−42.3% | 減碼 |
| Traphagen Investment Advisors LLC | 5,298 | $26.6 萬 | 0.03% | −274−4.9% | 減碼 |
| Edge Capital Group, LLC | 5,302 | $26.6 萬 | 0.01% | −974−15.5% | 減碼 |
| TCG Advisory Services, LLC | 5,317 | $26.7 萬 | 0.01% | +5,317 | 新進 |
| Lion Street Advisors, LLC | 5,547 | $26.9 萬 | 0.11% | 00.0% | 不變 |
| Optas, LLC | 5,389 | $27.0 萬 | 0.07% | +438+8.8% | 加碼 |
| Hummer Financial Advisory Services Inc | 5,394 | $27.1 萬 | 0.22% | −856−13.7% | 減碼 |
| Sabal Trust CO | 5,406 | $27.1 萬 | 0.02% | −71−1.3% | 減碼 |
| Legacy Private Trust Co. | 5,423 | $27.2 萬 | 0.02% | 00.0% | 不變 |
| Callan Capital, LLC | 5,425 | $27.2 萬 | 0.02% | +782+16.8% | 加碼 |
| Boston Financial Mangement LLC | 5,451 | $27.4 萬 | 0.01% | −931−14.6% | 減碼 |
| V-Square Quantitative Management LLC | 5,574 | $27.7 萬 | 0.05% | 00.0% | 不變 |
| Nilsine Partners, LLC | 5,531 | $27.8 萬 | 0.04% | +1,375+33.1% | 加碼 |
| Mill Creek Capital Advisors, LLC | 5,587 | $28.0 萬 | 0.01% | −199−3.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 5,619 | $28.2 萬 | 0.03% | −8,742−60.9% | 減碼 |
| Atlas Brown,Inc. | 5,638 | $28.3 萬 | 0.10% | +4+0.1% | 加碼 |
| Argonautica Private Wealth Management, Inc | 5,642 | $28.3 萬 | 0.10% | −545−8.8% | 減碼 |
| Summit Trail Advisors, LLC | 5,715 | $28.7 萬 | 0.01% | +498+9.5% | 加碼 |
| Aptus Capital Advisors, LLC | 5,723 | $28.7 萬 | 0.01% | +5,723 | 新進 |
| Eagle Bay Advisors LLC | 5,730 | $28.8 萬 | 0.18% | +3,201+126.6% | 加碼 |
| Addison Advisors LLC | 5,741 | $28.8 萬 | 0.10% | −285−4.7% | 減碼 |
| Diversified Trust Co | 5,754 | $28.9 萬 | 0.01% | +1,086+23.3% | 加碼 |
| Forum Financial Management, LP | 5,770 | $29.0 萬 | 0.00% | +1,512+35.5% | 加碼 |
| Foundations Investment Advisors, LLC | 5,795 | $29.1 萬 | 0.01% | +792+15.8% | 加碼 |
| Grey Street Capital, LLC | 5,869 | $29.5 萬 | 0.04% | +5,869 | 新進 |
| Fiduciary Group LLC | 5,895 | $29.6 萬 | 0.03% | −286−4.6% | 減碼 |
| Roberts Glore & Co Inc | 5,941 | $29.8 萬 | 0.09% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 5,945 | $29.8 萬 | 0.14% | +5,945 | 新進 |
| CVA Family Office, LLC | 5,949 | $29.9 萬 | 0.05% | −19−0.3% | 減碼 |
| Probity Advisors, Inc. | 5,973 | $30.0 萬 | 0.06% | 00.0% | 不變 |
| Birch Hill Investment Advisors LLC | 6,000 | $30.1 萬 | 0.01% | −200−3.2% | 減碼 |
| Phocas Financial Corp. | 6,000 | $30.1 萬 | 0.04% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 6,002 | $30.1 萬 | 0.01% | −1,806−23.1% | 減碼 |
| Drive Wealth Management, LLC | 6,013 | $30.2 萬 | 0.08% | −1,586−20.9% | 減碼 |
| Applied Finance Capital Management, LLC | 6,015 | $30.2 萬 | 0.02% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 6,081 | $30.3 萬 | 0.09% | −6,307−50.9% | 減碼 |
| Inscription Capital, LLC | 6,073 | $30.5 萬 | 0.05% | +6,073 | 新進 |
| AlphaQ Advisors LLC | 6,096 | $30.6 萬 | 0.18% | −1,026−14.4% | 減碼 |
| Abel Hall, LLC | 6,102 | $30.6 萬 | 0.23% | +577+10.4% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 6,130 | $30.8 萬 | 0.32% | +25+0.4% | 加碼 |
| Warren Averett Asset Management, LLC | 6,146 | $30.8 萬 | 0.01% | +6,146 | 新進 |
| Schrum Private Wealth Management LLC | 6,161 | $30.9 萬 | 0.28% | +6,161 | 新進 |
| Farmers & Merchants Investments Inc | 6,166 | $30.9 萬 | 0.01% | −125−2.0% | 減碼 |
| Cetera Trust Company, N.A | 6,195 | $31.1 萬 | 0.19% | −375−5.7% | 減碼 |
| Bradley Foster & Sargent Inc | 6,231 | $31.3 萬 | 0.01% | −1,000−13.8% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 6,226 | $31.4 萬 | 0.19% | −200−3.1% | 減碼 |
| Pine Haven Investment Counsel, Inc | 6,258 | $31.4 萬 | 0.28% | +125+2.0% | 加碼 |
| Mane Global Capital Management LP | 6,314 | $31.7 萬 | 0.03% | +6,314 | 新進 |
| Centaurus Financial, Inc. | 6,344 | $31.8 萬 | 0.02% | +1,254+24.6% | 加碼 |
| Lindbrook Capital, LLC | 6,399 | $32.1 萬 | 0.03% | −762−10.6% | 減碼 |
| Diligent Investors, LLC | 6,417 | $32.2 萬 | 0.08% | +20.0% | 加碼 |
| Lincoln Capital LLC | 6,434 | $32.3 萬 | 0.07% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 6,469 | $32.5 萬 | 0.03% | +6,469 | 新進 |
| O'Brien Greene & Co. Inc | 6,479 | $32.5 萬 | 0.11% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 6,490 | $32.6 萬 | 0.05% | 00.0% | 不變 |
| Port Capital LLC | 6,500 | $32.6 萬 | 0.02% | −500−7.1% | 減碼 |
| Geneos Wealth Management Inc. | 6,496 | $32.6 萬 | 0.01% | +1,209+22.9% | 加碼 |
| Cladis Investment Advisory, LLC | 6,500 | $32.6 萬 | 0.24% | −1,500−18.8% | 減碼 |
| Frisch Financial Group, Inc. | 6,535 | $32.8 萬 | 0.11% | −753−10.3% | 減碼 |
| Wedbush Securities Inc | 6,543 | $32.8 萬 | 0.01% | +6,543 | 新進 |
| Beese Fulmer Investment Management, Inc. | 6,536 | $32.8 萬 | 0.03% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 6,546 | $32.9 萬 | 0.00% | −118−1.8% | 減碼 |
| Claro Advisors LLC | 6,605 | $33.2 萬 | 0.06% | +40+0.6% | 加碼 |
| Smithfield Trust Co | 6,619 | $33.2 萬 | 0.02% | −45−0.7% | 減碼 |
| Chase Investment Counsel Corp | 6,630 | $33.2 萬 | 0.12% | +384+6.1% | 加碼 |
| Atlantic Union Bankshares Corp | 6,619 | $33.2 萬 | 0.03% | 00.0% | 不變 |
| Ti-Trust, Inc | 6,625 | $33.3 萬 | 0.24% | +6,625 | 新進 |
| Independent Advisor Alliance | 6,629 | $33.3 萬 | 0.01% | +96+1.5% | 加碼 |
| Mission Wealth Management, LP | 6,636 | $33.3 萬 | 0.01% | +1,125+20.4% | 加碼 |
| Rehmann Capital Advisory Group | 6,638 | $33.3 萬 | 0.02% | −172−2.5% | 減碼 |
| Avantax Planning Partners, Inc. | 6,658 | $33.4 萬 | 0.01% | +6,658 | 新進 |
| Cornerstone Wealth Group, LLC | 6,722 | $33.7 萬 | 0.03% | +6,722 | 新進 |
| M. Kulyk & Associates, LLC | 6,728 | $33.8 萬 | 0.08% | −51,782−88.5% | 減碼 |
| Aries Wealth Management | 6,729 | $33.8 萬 | 0.11% | +200+3.1% | 加碼 |
| Summit Global Investments | 6,728 | $33.8 萬 | 0.03% | +6,728 | 新進 |
| Cullen/Frost Bankers, Inc. | 6,764 | $33.9 萬 | 0.01% | −394−5.5% | 減碼 |
| Aspen Grove Capital, LLC | 6,779 | $34.0 萬 | 0.10% | −16−0.2% | 減碼 |
| Crescent Grove Advisors, LLC | 6,782 | $34.0 萬 | 0.04% | +4+0.1% | 加碼 |
| Caldwell Trust Co | 6,800 | $34.1 萬 | 0.04% | −1,385−16.9% | 減碼 |
| Parkside Financial Bank & Trust | 6,801 | $34.1 萬 | 0.05% | +837+14.0% | 加碼 |
| Woodmont Investment Counsel LLC | 6,861 | $34.4 萬 | 0.03% | −40−0.6% | 減碼 |
| FRG Family Wealth Advisors LLC | 6,725 | $34.9 萬 | 0.07% | −400−5.6% | 減碼 |
| Fca Corp | 7,000 | $35.1 萬 | 0.11% | 00.0% | 不變 |
| Causeway Capital Management LLC | 7,017 | $35.2 萬 | 0.01% | −286,707−97.6% | 減碼 |
| Graypoint LLC | 7,042 | $35.3 萬 | 0.03% | −583−7.6% | 減碼 |
| Value Partners Investments Inc. | 7,059 | $35.4 萬 | 0.03% | +758+12.0% | 加碼 |
| Keudell/Morrison Wealth Management | 7,056 | $35.4 萬 | 0.11% | −1,290−15.5% | 減碼 |
| Level Four Advisory Services, LLC | 7,311 | $35.4 萬 | 0.02% | +196+2.8% | 加碼 |
| Breakwater Capital Group | 7,065 | $35.5 萬 | 0.09% | +500+7.6% | 加碼 |
| Lincoln National Corp | 7,069 | $35.5 萬 | 0.01% | +153+2.2% | 加碼 |
| Financial & Tax Architects, LLC | 7,130 | $35.8 萬 | 0.10% | +7,130 | 新進 |
| Sterling Investment Advisors, Ltd. | 7,176 | $36.0 萬 | 0.10% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 7,115 | $36.2 萬 | 0.05% | +7,115 | 新進 |
| Sage Mountain Advisors LLC | 7,225 | $36.3 萬 | 0.04% | +7,225 | 新進 |
| King Luther Capital Management Corp | 7,239 | $36.3 萬 | 0.00% | +304+4.4% | 加碼 |