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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 83,437 | $418.8 萬 | 0.00% | +30,306+57.0% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 81,970 | $411.4 萬 | 1.28% | +430+0.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 80,478 | $403.9 萬 | 0.00% | −2,897−3.5% | 減碼 |
| Tevis Investment Management | 78,688 | $394.9 萬 | 3.36% | +9,755+14.2% | 加碼 |
| Avantax Advisory Services, Inc. | 78,584 | $394.4 萬 | 0.04% | +1,495+1.9% | 加碼 |
| Assetmark, Inc | 77,356 | $388.3 萬 | 0.01% | −6,574−7.8% | 減碼 |
| Bonness Enterprises Inc | 76,040 | $381.6 萬 | 1.38% | 00.0% | 不變 |
| Stansberry Asset Management, LLC | 75,784 | $380.4 萬 | 0.51% | −1,016−1.3% | 減碼 |
| Regions Financial Corp | 75,722 | $380.0 萬 | 0.03% | +11,228+17.4% | 加碼 |
| Exencial Wealth Advisors, LLC | 75,526 | $379.1 萬 | 0.14% | −2,391−3.1% | 減碼 |
| Atria Investments LLC | 75,435 | $378.7 萬 | 0.05% | +200.0% | 加碼 |
| Sandy Spring Bank | 75,384 | $378.4 萬 | 0.17% | −194−0.3% | 減碼 |
| Capital Investment Counsel, LLC | 75,312 | $378.0 萬 | 0.81% | +25,287+50.5% | 加碼 |
| Prosperity Consulting Group, LLC | 75,072 | $376.8 萬 | 0.47% | +75,072 | 新進 |
| Pinkerton Retirement Specialists, LLC | 74,981 | $376.3 萬 | 0.61% | +24,845+49.6% | 加碼 |
| New York State Common Retirement Fund | 74,899 | $375.9 萬 | 0.00% | +74,899 | 新進 |
| Ancora Advisors, LLC | 74,242 | $372.6 萬 | 0.09% | +916+1.2% | 加碼 |
| Bayesian Capital Management, LP | 74,000 | $371.4 萬 | 0.36% | +74,000 | 新進 |
| Schonfeld Strategic Advisors LLC | 73,507 | $368.9 萬 | 0.03% | +12,499+20.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 73,472 | $368.8 萬 | 0.01% | −5,976−7.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 73,307 | $367.9 萬 | 0.04% | +10,870+17.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 72,623 | $364.5 萬 | 0.12% | +3,597+5.2% | 加碼 |
| Kestra Advisory Services, LLC | 71,485 | $358.8 萬 | 0.02% | −9,272−11.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 70,993 | $356.4 萬 | 0.04% | +840+1.2% | 加碼 |
| Quinn Opportunity Partners LLC | 71,000 | $356.3 萬 | 0.40% | +23,000+47.9% | 加碼 |
| Beacon Financial Group | 70,768 | $355.2 萬 | 0.41% | +1,698+2.5% | 加碼 |
| Oppenheimer & Co Inc | 69,315 | $347.9 萬 | 0.06% | +4,155+6.4% | 加碼 |
| Perpetual Ltd | 65,985 | $330.8 萬 | 0.03% | 00.0% | 不變 |
| Keene & Associates, Inc. | 65,479 | $328.6 萬 | 2.45% | +2,060+3.2% | 加碼 |
| apricus wealth, LLC | 64,852 | $325.5 萬 | 2.29% | +1,230+1.9% | 加碼 |
| Autumn Glory Partners, LLC | 64,615 | $324.3 萬 | 1.59% | +3,238+5.3% | 加碼 |
| Courier Capital LLC | 64,219 | $322.3 萬 | 0.23% | −1,346−2.1% | 減碼 |
| Sofos Investments, Inc. | 65,229 | $322.0 萬 | 0.43% | +33,848+107.9% | 加碼 |
| Logan Capital Management Inc | 63,505 | $318.7 萬 | 0.14% | +1,509+2.4% | 加碼 |
| Keybank National Association | 63,430 | $318.4 萬 | 0.01% | −8,429−11.7% | 減碼 |
| Advisors Management Group Inc | 63,284 | $317.6 萬 | 0.79% | −453−0.7% | 減碼 |
| Colony Group, LLC | 62,948 | $315.9 萬 | 0.03% | +36,864+141.3% | 加碼 |
| GYL Financial Synergies, LLC | 62,821 | $315.3 萬 | 0.25% | −270.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 62,808 | $315.2 萬 | 0.10% | +27,606+78.4% | 加碼 |
| Arlington Partners LLC | 62,726 | $314.8 萬 | 1.60% | +12,610+25.2% | 加碼 |
| Berkshire Bank | 62,404 | $313.2 萬 | 0.78% | +2,912+4.9% | 加碼 |
| Raymond James Trust N.A. | 62,070 | $311.5 萬 | 0.08% | +1,905+3.2% | 加碼 |
| Private Advisor Group, LLC | 61,927 | $310.8 萬 | 0.02% | +144+0.2% | 加碼 |
| Stephens Inc | 61,286 | $307.6 萬 | 0.05% | +6,435+11.7% | 加碼 |
| Royce & Associates LP | 61,000 | $306.2 萬 | 0.03% | 00.0% | 不變 |
| Gilman Hill Asset Management, LLC | 60,737 | $304.8 萬 | 0.55% | +4,386+7.8% | 加碼 |
| Azzad Asset Management Inc | 59,970 | $301.0 萬 | 0.35% | +1,424+2.4% | 加碼 |
| Dakota Wealth Management | 59,799 | $300.1 萬 | 0.07% | −2,097−3.4% | 減碼 |
| Davenport & Co LLC | 59,425 | $298.3 萬 | 0.02% | −12,413−17.3% | 減碼 |
| Beach Investment Counsel Inc | 61,394 | $297.6 萬 | 0.37% | −20.0% | 減碼 |
| Strategic Advisors LLC | 59,212 | $297.2 萬 | 0.59% | 00.0% | 不變 |
| Invesco Ltd. | 58,997 | $296.1 萬 | 0.00% | −8,314−12.4% | 減碼 |
| Guardian Capital Advisors LP | 63,312 | $295.6 萬 | 0.32% | −3,872−5.8% | 減碼 |
| NewEdge Wealth, LLC | 56,795 | $295.4 萬 | 0.07% | +26,955+90.3% | 加碼 |
| Heartland Advisors Inc | 58,770 | $295.0 萬 | 0.15% | +1,256+2.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 59,026 | $294.2 萬 | 0.01% | −823−1.4% | 減碼 |
| Zions Bancorporation, N.A. | 58,509 | $293.7 萬 | 0.22% | −10,889−15.7% | 減碼 |
| Prentiss Smith & Co Inc | 58,044 | $291.3 萬 | 2.05% | −1,080−1.8% | 減碼 |
| Cary Street Partners Asset Management LLC | 57,983 | $291.0 萬 | 0.45% | −3,930−6.3% | 減碼 |
| Smithbridge Asset Management Inc | 57,808 | $290.1 萬 | 0.60% | +736+1.3% | 加碼 |
| GSB Wealth Management, LLC | 57,235 | $287.3 萬 | 0.81% | −205−0.4% | 減碼 |
| Old Port Advisors | 57,200 | $287.1 萬 | 0.88% | +896+1.6% | 加碼 |
| Kanawha Capital Management LLC | 56,662 | $284.4 萬 | 0.23% | −3,092−5.2% | 減碼 |
| Naviter Wealth, LLC | 56,499 | $283.6 萬 | 0.46% | +15,112+36.5% | 加碼 |
| TD Private Client Wealth LLC | 56,005 | $281.1 萬 | 0.09% | −9,602−14.6% | 減碼 |
| Rhumbline Advisers | 56,002 | $281.1 萬 | 0.00% | +1,940+3.6% | 加碼 |
| Mutual Advisors, LLC | 55,576 | $278.9 萬 | 0.09% | +8,875+19.0% | 加碼 |
| Allen Capital Group, LLC | 55,210 | $277.1 萬 | 0.40% | −1,028−1.8% | 減碼 |
| Cambridge Trust Co | 54,907 | $275.6 萬 | 0.10% | −2,250−3.9% | 減碼 |
| Hall Laurie J Trustee | 54,583 | $274.0 萬 | 0.97% | −1,408−2.5% | 減碼 |
| Naples Global Advisors, LLC | 54,234 | $272.2 萬 | 0.28% | −1,500−2.7% | 減碼 |
| Wetherby Asset Management Inc | 53,755 | $269.8 萬 | 0.13% | −1,219−2.2% | 減碼 |
| Advisors Asset Management, Inc. | 53,233 | $267.2 萬 | 0.05% | +1,434+2.8% | 加碼 |
| Veriti Management LLC | 52,745 | $264.7 萬 | 0.20% | −4,495−7.9% | 減碼 |
| JustInvest LLC | 52,594 | $264.0 萬 | 0.06% | +8,887+20.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 51,958 | $260.8 萬 | 0.01% | +2,833+5.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 51,775 | $259.9 萬 | 0.11% | +36,909+248.3% | 加碼 |
| Anchor Capital Advisors LLC | 51,696 | $259.5 萬 | 0.07% | −4,432−7.9% | 減碼 |
| Paradigm Asset Management Co LLC | 50,900 | $255.5 萬 | 0.65% | +14,200+38.7% | 加碼 |
| Benedict Financial Advisors Inc | 50,190 | $251.9 萬 | 0.64% | −145−0.3% | 減碼 |
| Peapack Gladstone Financial Corp | 50,165 | $251.7 萬 | 0.04% | −3,140−5.9% | 減碼 |
| Charter Trust Co | 50,107 | $251.5 萬 | 0.17% | −276−0.5% | 減碼 |
| Kennon-Green & Company, LLC | 49,981 | $250.9 萬 | 2.34% | +611+1.2% | 加碼 |
| Thomasville National Bank | 49,829 | $250.1 萬 | 0.21% | +549+1.1% | 加碼 |
| Bard Financial Services, Inc. | 49,615 | $249.0 萬 | 0.26% | −1,180−2.3% | 減碼 |
| SpiderRock Advisors, LLC | 51,127 | $248.1 萬 | 0.08% | +51,127 | 新進 |
| Redmond Asset Management, LLC | 49,382 | $247.8 萬 | 0.79% | +17,299+53.9% | 加碼 |
| Johnson Investment Counsel Inc | 49,272 | $247.3 萬 | 0.03% | −17,334−26.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 49,227 | $247.1 萬 | 0.06% | +796+1.6% | 加碼 |
| Apollon Wealth Management, LLC | 49,081 | $246.3 萬 | 0.08% | −8,075−14.1% | 減碼 |
| Quantinno Capital Management LP | 48,888 | $245.4 萬 | 0.05% | +9,725+24.8% | 加碼 |
| We Are One Seven, LLC | 48,815 | $245.0 萬 | 0.13% | −8,395−14.7% | 減碼 |
| Arvest Trust Co N A | 48,680 | $244.3 萬 | 0.14% | −307−0.6% | 減碼 |
| Deutsche Bank AG | 48,273 | $242.3 萬 | 0.00% | +472+1.0% | 加碼 |
| Park Avenue Securities LLC | 47,776 | $239.8 萬 | 0.03% | −5,691−10.6% | 減碼 |
| Clear Street Markets LLC | 47,284 | $237.3 萬 | 1.09% | −35,393−42.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 47,237 | $237.1 萬 | 0.03% | +32,620+223.2% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 49,216 | $236.5 萬 | 0.02% | −7,662−13.5% | 減碼 |
| Meritage Portfolio Management | 46,516 | $233.5 萬 | 0.15% | −28,790−38.2% | 減碼 |
| Fiduciary Trust Co | 46,377 | $232.8 萬 | 0.04% | −1,409−2.9% | 減碼 |