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 |
|---|---|---|---|---|---|
| Ycg, LLC | 290,535 | $1,429 萬 | 1.14% | −1,802−0.6% | 減碼 |
| Cetera Investment Advisers | 277,679 | $1,394 萬 | 0.03% | +189,121+213.6% | 加碼 |
| Euro Pacific Asset Management, LLC | 263,880 | $1,294 萬 | 2.63% | −38,115−12.6% | 減碼 |
| MML Investors Services, LLC | 255,761 | $1,284 萬 | 0.05% | −7,351−2.8% | 減碼 |
| Advisor Group Holdings, Inc. | 249,742 | $1,254 萬 | 0.03% | −152,813−38.0% | 減碼 |
| Creative Planning | 247,672 | $1,243 萬 | 0.01% | +12,263+5.2% | 加碼 |
| Jane Street Group, LLC | 247,411 | $1,242 萬 | 0.02% | −535,787−68.4% | 減碼 |
| Alpha Cubed Investments, LLC | 245,556 | $1,232 萬 | 0.64% | +112,838+85.0% | 加碼 |
| Modera Wealth Management, LLC | 241,804 | $1,214 萬 | 0.18% | +3,816+1.6% | 加碼 |
| TownSquare Capital, LLC | 239,204 | $1,201 萬 | 0.18% | +50,460+26.7% | 加碼 |
| SEI Investments Co | 237,085 | $1,190 萬 | 0.02% | −122,668−34.1% | 減碼 |
| Groupama Asset Managment | 232,679 | $1,169 萬 | 0.21% | +232,679 | 新進 |
| Richard C. Young & CO., LTD. | 224,354 | $1,126 萬 | 1.41% | −11,169−4.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 217,851 | $1,093 萬 | 0.21% | +3,759+1.8% | 加碼 |
| GFS Advisors, LLC | 209,138 | $1,050 萬 | 1.74% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 201,340 | $1,011 萬 | 0.05% | +14,229+7.6% | 加碼 |
| Managed Asset Portfolios, LLC | 192,892 | $968.1 萬 | 1.41% | −4,537−2.3% | 減碼 |
| Jennison Associates LLC | 192,856 | $967.9 萬 | 0.01% | +27,065+16.3% | 加碼 |
| Manning & Napier Group, LLC | 188,179 | $944.4 萬 | 0.11% | −3,144,775−94.4% | 減碼 |
| Clearbridge Investments, LLC | 186,247 | $934.8 萬 | 0.01% | +41,976+29.1% | 加碼 |
| Lowe Brockenbrough & Co Inc | 184,740 | $927.2 萬 | 0.63% | +47,211+34.3% | 加碼 |
| First Personal Financial Services | 179,069 | $898.7 萬 | 2.08% | −3,683−2.0% | 減碼 |
| Clean Yield Group | 178,534 | $896.1 萬 | 3.49% | −1,133−0.6% | 減碼 |
| Rockland Trust Co | 178,047 | $893.6 萬 | 0.47% | +3,813+2.2% | 加碼 |
| Pathstone Holdings, LLC | 175,143 | $879.0 萬 | 0.04% | +1,055+0.6% | 加碼 |
| Sustainable Growth Advisers, LP | 175,133 | $879.0 萬 | 0.04% | −6,330−3.5% | 減碼 |
| Nicholas Company, Inc. | 173,600 | $871.3 萬 | 0.14% | 00.0% | 不變 |
| Matthew Goff Investment Advisor, LLC | 172,700 | $866.8 萬 | 1.75% | +5,937+3.6% | 加碼 |
| Sound Income Strategies, LLC | 171,570 | $861.1 萬 | 0.64% | +12,055+7.6% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 171,420 | $860.4 萬 | 0.36% | −3,467−2.0% | 減碼 |
| American Assets Investment Management, LLC | 170,000 | $853.2 萬 | 0.81% | 00.0% | 不變 |
| Gabelli Funds LLC | 164,895 | $827.6 萬 | 0.06% | +1,150+0.7% | 加碼 |
| Kornitzer Capital Management Inc | 163,642 | $821.3 萬 | 0.15% | +47,271+40.6% | 加碼 |
| Templeton & Phillips Capital Management, LLC | 162,714 | $816.7 萬 | 7.56% | −40,669−20.0% | 減碼 |
| Baird Financial Group, Inc. | 162,488 | $815.5 萬 | 0.02% | +1,541+1.0% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 160,902 | $807.6 萬 | 0.03% | −18,667−10.4% | 減碼 |
| Martin Capital Partners, LLC | 159,406 | $800.1 萬 | 3.07% | +5,716+3.7% | 加碼 |
| XML Financial, LLC | 157,830 | $792.1 萬 | 0.81% | −32,458−17.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 157,760 | $791.8 萬 | 0.09% | −1,477−0.9% | 減碼 |
| Mar Vista Investment Partners LLC | 157,320 | $789.6 萬 | 0.34% | +31,847+25.4% | 加碼 |
| ProVise Management Group, LLC | 155,441 | $780.2 萬 | 0.68% | +10,902+7.5% | 加碼 |
| Brinker Capital Investments, LLC | 153,137 | $768.6 萬 | 0.08% | +17,094+12.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 153,137 | $768.6 萬 | 0.08% | +17,094+12.6% | 加碼 |
| Guardian Capital LP | 150,421 | $755.0 萬 | 0.26% | +250.0% | 加碼 |
| CWM, LLC | 148,385 | $744.7 萬 | 0.04% | −10,925−6.9% | 減碼 |
| Systematic Alpha Investments, LLC | 147,881 | $742.2 萬 | 0.30% | 00.0% | 不變 |
| Philadelphia Trust Co | 146,815 | $736.9 萬 | 0.59% | −8,545−5.5% | 減碼 |
| NewSquare Capital LLC | 146,566 | $735.6 萬 | 0.65% | +146,466+146,466.0% | 加碼 |
| Alerus Financial NA | 145,466 | $730.1 萬 | 0.55% | −15,734−9.8% | 減碼 |
| Mercer Global Advisors Inc | 143,964 | $722.6 萬 | 0.02% | −1,842−1.3% | 減碼 |
| Russell Investments Group, Ltd. | 143,422 | $719.8 萬 | 0.01% | −88,261−38.1% | 減碼 |
| Sanders Capital, LLC | 142,840 | $716.9 萬 | 0.01% | +6,760+5.0% | 加碼 |
| Advocate Group LLC | 141,801 | $711.7 萬 | 1.42% | −7,260−4.9% | 減碼 |
| Cerity Partners LLC | 141,314 | $710.8 萬 | 0.02% | +44,937+46.6% | 加碼 |
| Rockefeller Capital Management L.P. | 140,122 | $703.3 萬 | 0.02% | +71,260+103.5% | 加碼 |
| Destination Wealth Management | 137,153 | $688.4 萬 | 0.23% | +3,615+2.7% | 加碼 |
| Bryn Mawr Trust Co | 136,926 | $687.2 萬 | 0.26% | +136,926 | 新進 |
| Sequoia Financial Advisors, LLC | 136,539 | $685.3 萬 | 0.09% | −10,345−7.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 135,246 | $678.8 萬 | 0.23% | +3,400+2.6% | 加碼 |
| Keystone Financial Planning, Inc. | 128,655 | $645.7 萬 | 2.09% | +85,782+200.1% | 加碼 |
| One Capital Management, LLC | 128,636 | $645.6 萬 | 0.23% | +7,985+6.6% | 加碼 |
| Chartwell Investment Partners, LLC | 128,086 | $642.9 萬 | 0.22% | +15,197+13.5% | 加碼 |
| Blair William & Co | 127,949 | $642.2 萬 | 0.02% | −2,629−2.0% | 減碼 |
| Silvercrest Asset Management Group LLC | 127,183 | $638.3 萬 | 0.04% | −4,278−3.3% | 減碼 |
| Oxbow Advisors, LLC | 126,198 | $633.4 萬 | 0.87% | −498−0.4% | 減碼 |
| Live Oak Private Wealth LLC | 121,854 | $611.6 萬 | 1.06% | −1,066−0.9% | 減碼 |
| Windle Wealth, LLC | 121,501 | $609.8 萬 | 3.88% | +1,893+1.6% | 加碼 |
| Auxier Asset Management | 119,543 | $600.0 萬 | 0.91% | +14,540+13.8% | 加碼 |
| Hantz Financial Services, Inc. | 119,164 | $598.1 萬 | 0.12% | −4,425−3.6% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 117,586 | $590.2 萬 | 0.34% | −126,228−51.8% | 減碼 |
| Guyasuta Investment Advisors Inc | 119,655 | $580.1 萬 | 0.42% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 115,176 | $578.1 萬 | 0.07% | +12,649+12.3% | 加碼 |
| Barry Investment Advisors, LLC | 115,168 | $578.0 萬 | 1.93% | +263+0.2% | 加碼 |
| Becker Capital Management Inc | 113,234 | $568.3 萬 | 0.20% | −43,773−27.9% | 減碼 |
| Shufro Rose & Co LLC | 112,018 | $562.2 萬 | 0.46% | −1,468−1.3% | 減碼 |
| Ethic Inc. | 110,836 | $556.3 萬 | 0.14% | +28,547+34.7% | 加碼 |
| US Bancorp | 110,616 | $555.2 萬 | 0.01% | −11,297−9.3% | 減碼 |
| Keating Investment Counselors Inc | 109,608 | $550.1 萬 | 1.77% | −8,490−7.2% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 108,832 | $546.2 萬 | 1.07% | −4,516−4.0% | 減碼 |
| Kavar Capital Partners Group, LLC | 108,791 | $546.0 萬 | 1.01% | +1,006+0.9% | 加碼 |
| Fiera Capital Corp | 108,638 | $545.3 萬 | 0.02% | −2,917−2.6% | 減碼 |
| Snowden Capital Advisors LLC | 108,017 | $542.1 萬 | 0.17% | +17,370+19.2% | 加碼 |
| Hennessy Advisors Inc | 107,000 | $537.0 萬 | 0.23% | +13,200+14.1% | 加碼 |
| Moran Wealth Management, LLC | 106,305 | $533.5 萬 | 0.17% | +2,041+2.0% | 加碼 |
| Jacobs & Co | 106,279 | $533.4 萬 | 0.56% | −199−0.2% | 減碼 |
| Tweedy, Browne Co LLC | 106,002 | $532.0 萬 | 0.25% | −16,015−13.1% | 減碼 |
| Fort Washington Investment Advisors Inc | 105,400 | $529.0 萬 | 0.03% | +72+0.1% | 加碼 |
| Portland Global Advisors LLC | 104,485 | $524.4 萬 | 0.71% | +330+0.3% | 加碼 |
| tru Independence LLC | 103,887 | $521.4 萬 | 1.54% | −1,350−1.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 100,292 | $503.4 萬 | 0.07% | +21,654+27.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 98,087 | $492.3 萬 | 0.02% | −6,310−6.0% | 減碼 |
| Oak Ridge Investments LLC | 97,947 | $491.6 萬 | 0.50% | +5,773+6.3% | 加碼 |
| Motco | 97,880 | $491.3 萬 | 0.29% | +1,404+1.5% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 97,402 | $488.9 萬 | 1.52% | +726+0.8% | 加碼 |
| Coston, McIsaac & Partners | 95,724 | $480.3 萬 | 1.54% | +2,889+3.1% | 加碼 |
| Haverford Trust Co | 95,579 | $479.7 萬 | 0.05% | −207,490−68.5% | 減碼 |
| Headinvest, LLC | 94,768 | $475.6 萬 | 0.93% | −200.0% | 減碼 |
| SYSTM Wealth Solutions LLC | 94,197 | $472.8 萬 | 0.60% | +11,327+13.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 93,298 | $468.3 萬 | 0.01% | −5,243−5.3% | 減碼 |
| Stablepoint Partners, LLC | 89,871 | $451.1 萬 | 0.91% | +7,664+9.3% | 加碼 |