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 |
|---|---|---|---|---|---|
| Callahan Advisors, LLC | 46,203 | $231.9 萬 | 0.24% | −2,432−5.0% | 減碼 |
| Trajan Wealth LLC | 45,838 | $230.1 萬 | 0.16% | +45,838 | 新進 |
| Glenmede Trust Co NA | 45,667 | $229.2 萬 | 0.01% | −4,320−8.6% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 44,887 | $225.3 萬 | 0.08% | −6,631−12.9% | 減碼 |
| Pavion Blue Capital, LLC | 44,740 | $224.6 萬 | 1.11% | +7,503+20.1% | 加碼 |
| SevenBridge Financial Group, LLC | 42,988 | $224.1 萬 | 0.51% | −2,505−5.5% | 減碼 |
| Legacy Wealth Management, LLC | 44,410 | $222.9 萬 | 1.00% | 00.0% | 不變 |
| Bell Bank | 44,225 | $222.0 萬 | 0.19% | +2,054+4.9% | 加碼 |
| World Equity Group, Inc. | 44,004 | $220.9 萬 | 0.45% | +1,346+3.2% | 加碼 |
| Bleakley Financial Group, LLC | 43,963 | $220.7 萬 | 0.06% | +3,381+8.3% | 加碼 |
| Simplicity Wealth,LLC | 43,963 | $220.7 萬 | 0.05% | +43,963 | 新進 |
| Yousif Capital Management, LLC | 43,397 | $217.8 萬 | 0.02% | −600−1.4% | 減碼 |
| Capital Insight Partners, LLC | 43,024 | $215.9 萬 | 0.40% | −40.0% | 減碼 |
| Moors & Cabot, Inc. | 42,965 | $215.6 萬 | 0.12% | −801−1.8% | 減碼 |
| Anchor Investment Management, LLC | 42,960 | $215.6 萬 | 0.23% | +1,501+3.6% | 加碼 |
| Foresight Capital Management Advisors, Inc. | 42,898 | $215.3 萬 | 1.64% | +2,110+5.2% | 加碼 |
| Mason & Associates, LLC | 42,898 | $215.3 萬 | 1.64% | +42,898 | 新進 |
| Texas Yale Capital Corp. | 42,620 | $213.9 萬 | 0.09% | −650−1.5% | 減碼 |
| CAPROCK Group, Inc. | 42,356 | $212.6 萬 | 0.12% | −8,665−17.0% | 減碼 |
| Narwhal Capital Management | 42,323 | $212.4 萬 | 0.21% | −26,900−38.9% | 減碼 |
| Timber Creek Capital Management LLC | 41,802 | $209.8 萬 | 0.66% | +1,426+3.5% | 加碼 |
| Todd Asset Management LLC | 41,676 | $209.2 萬 | 0.04% | +357+0.9% | 加碼 |
| Forte Capital LLC | 41,182 | $206.7 萬 | 0.26% | −543−1.3% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 41,105 | $206.3 萬 | 0.10% | +12,170+42.1% | 加碼 |
| Earnest Partners LLC | 41,061 | $206.1 萬 | 0.01% | −211−0.5% | 減碼 |
| SkyOak Wealth, LLC | 40,807 | $204.8 萬 | 0.49% | −156−0.4% | 減碼 |
| Portside Wealth Group, LLC | 40,496 | $203.3 萬 | 0.38% | +7,429+22.5% | 加碼 |
| Farther Finance Advisors, LLC | 40,744 | $203.1 萬 | 0.12% | +936+2.4% | 加碼 |
| Pinnacle Associates Ltd | 40,189 | $201.7 萬 | 0.03% | −2,323−5.5% | 減碼 |
| JPL Wealth Management, LLC | 40,154 | $201.5 萬 | 1.11% | +10,641+36.1% | 加碼 |
| Balentine LLC | 40,055 | $201.0 萬 | 0.06% | −1,499−3.6% | 減碼 |
| Quadcap Wealth Management, LLC | 39,952 | $200.5 萬 | 0.46% | −115−0.3% | 減碼 |
| HBW Advisory Services LLC | 41,350 | $200.4 萬 | 0.38% | 00.0% | 不變 |
| Advisory Services Network, LLC | 39,822 | $199.9 萬 | 0.04% | −5,763−12.6% | 減碼 |
| Arvest Investments, Inc. | 39,351 | $197.5 萬 | 0.31% | −6,595−14.4% | 減碼 |
| Sowell Financial Services LLC | 38,974 | $195.6 萬 | 0.09% | −317−0.8% | 減碼 |
| GWM Advisors LLC | 38,803 | $194.8 萬 | 0.02% | −24,300−38.5% | 減碼 |
| Aquatic Capital Management LLC | 38,800 | $194.7 萬 | 0.06% | −192,900−83.3% | 減碼 |
| Schechter Investment Advisors, LLC | 38,684 | $194.2 萬 | 0.15% | +6,676+20.9% | 加碼 |
| HM Payson & Co | 38,682 | $194.1 萬 | 0.04% | −1,317−3.3% | 減碼 |
| Whittier Trust Co | 38,291 | $192.1 萬 | 0.03% | −2,578−6.3% | 減碼 |
| Cardinal Capital Management | 38,068 | $191.1 萬 | 0.31% | +3,803+11.1% | 加碼 |
| Aviance Capital Partners, LLC | 37,960 | $190.5 萬 | 0.28% | +37,960 | 新進 |
| London & Capital Asset Management Ltd | 37,854 | $190.0 萬 | 0.15% | +4,381+13.1% | 加碼 |
| Trust Co of Vermont | 37,843 | $189.9 萬 | 0.11% | −3,655−8.8% | 減碼 |
| Verdence Capital Advisors LLC | 37,766 | $189.5 萬 | 0.17% | +2,024+5.7% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 37,645 | $188.9 萬 | 0.74% | +26,310+232.1% | 加碼 |
| Quotient Wealth Partners, LLC | 37,612 | $188.8 萬 | 0.07% | −27,566−42.3% | 減碼 |
| Choate Investment Advisors | 37,358 | $187.5 萬 | 0.05% | −2,296−5.8% | 減碼 |
| Ritholtz Wealth Management | 36,873 | $185.1 萬 | 0.06% | +9,543+34.9% | 加碼 |
| Northwest Investment Counselors, LLC | 36,788 | $184.6 萬 | 0.45% | −1,829−4.7% | 減碼 |
| BTC Capital Management, Inc. | 36,608 | $183.7 萬 | 0.17% | +36,608 | 新進 |
| State Street Corp | 36,537 | $183.4 萬 | 0.00% | −20−0.1% | 減碼 |
| Signaturefd, LLC | 36,419 | $182.8 萬 | 0.04% | +4,237+13.2% | 加碼 |
| Regatta Capital Group, LLC | 36,135 | $181.4 萬 | 0.41% | +646+1.8% | 加碼 |
| Pathway Financial Advisers, LLC | 35,992 | $180.6 萬 | 0.65% | +787+2.2% | 加碼 |
| Optimist Retirement Group LLC | 35,698 | $179.2 萬 | 0.92% | +14,235+66.3% | 加碼 |
| Baker Tilly Wealth Management, LLC | 35,588 | $178.6 萬 | 0.32% | +6,104+20.7% | 加碼 |
| KCM Investment Advisors LLC | 35,192 | $176.6 萬 | 0.07% | +3,997+12.8% | 加碼 |
| Highland Capital Management, LLC | 34,597 | $173.6 萬 | 0.10% | +20+0.1% | 加碼 |
| Inlet Private Wealth, LLC | 34,126 | $171.3 萬 | 0.48% | −500−1.4% | 減碼 |
| Hedges Asset Management LLC | 33,950 | $170.4 萬 | 1.19% | +2,000+6.3% | 加碼 |
| Pacifica Partners Inc. | 34,295 | $170.1 萬 | 0.75% | −325−0.9% | 減碼 |
| Americana Partners, LLC | 33,346 | $167.4 萬 | 0.14% | +1,503+4.7% | 加碼 |
| Westhampton Capital, LLC | 33,397 | $167.1 萬 | 0.91% | −164−0.5% | 減碼 |
| Lester Murray Antman dba SimplyRich | 32,669 | $164.0 萬 | 0.53% | +495+1.5% | 加碼 |
| Argent Trust Co | 31,945 | $160.3 萬 | 0.07% | +424+1.3% | 加碼 |
| Eldred Rock Partners, LLC | 31,869 | $160.0 萬 | 0.87% | +31,869 | 新進 |
| Drexel Morgan & Co. | 31,722 | $159.2 萬 | 0.33% | 00.0% | 不變 |
| Weaver C. Barksdale & Associates, Inc. | 31,708 | $159.2 萬 | 1.46% | −286−0.9% | 減碼 |
| CIBC Asset Management Inc | 31,519 | $157.8 萬 | 0.01% | −8,913−22.0% | 減碼 |
| WCG Wealth Advisors LLC | 31,418 | $157.7 萬 | 0.13% | −12,233−28.0% | 減碼 |
| Tectonic Advisors LLC | 31,209 | $156.6 萬 | 0.12% | +5,391+20.9% | 加碼 |
| Delta Capital Management LLC | 30,600 | $153.6 萬 | 1.02% | +150+0.5% | 加碼 |
| Auxano Advisors, LLC | 30,404 | $152.6 萬 | 0.44% | +6,591+27.7% | 加碼 |
| Old Second National Bank of Aurora | 30,010 | $150.6 萬 | 0.39% | −832−2.7% | 減碼 |
| RBF Capital, LLC | 30,000 | $150.6 萬 | 0.08% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 29,990 | $150.5 萬 | 0.08% | +2,577+9.4% | 加碼 |
| Ategra Capital Management, LLC | 29,820 | $149.7 萬 | 0.69% | +1,701+6.0% | 加碼 |
| Balyasny Asset Management LLC | 29,449 | $147.8 萬 | 0.00% | +18,248+162.9% | 加碼 |
| National Asset Management, Inc. | 29,547 | $146.0 萬 | 0.04% | +4,549+18.2% | 加碼 |
| Columbus Macro, LLC | 28,900 | $145.0 萬 | 0.55% | −1,579−5.2% | 減碼 |
| ICW Investment Advisors LLC | 28,811 | $144.6 萬 | 0.64% | +987+3.5% | 加碼 |
| Slocum, Gordon & Co LLP | 28,790 | $144.5 萬 | 1.07% | −410−1.4% | 減碼 |
| Ceera Investments, LLC | 28,595 | $143.5 萬 | 0.63% | 00.0% | 不變 |
| Commerce Bank | 28,481 | $142.9 萬 | 0.01% | −81−0.3% | 減碼 |
| Altman Advisors, Inc. | 28,610 | $142.6 萬 | 0.69% | +17,389+155.0% | 加碼 |
| Private Harbour Investment Management & Counsel, LLC | 28,354 | $142.3 萬 | 1.53% | −599−2.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 28,258 | $141.8 萬 | 0.11% | +460+1.7% | 加碼 |
| Sigma Planning Corp | 28,039 | $140.7 萬 | 0.04% | +15,424+122.3% | 加碼 |
| First Bank & Trust | 27,965 | $140.4 萬 | 0.29% | −4,599−14.1% | 減碼 |
| InTrack Investment Management Inc | 27,952 | $140.3 萬 | 1.04% | +13,633+95.2% | 加碼 |
| MAI Capital Management | 27,399 | $137.5 萬 | 0.01% | +9,977+57.3% | 加碼 |
| Buffington Mohr McNeal | 27,215 | $136.6 萬 | 0.25% | +354+1.3% | 加碼 |
| Alliance Wealth Advisors, LLC | 27,072 | $135.9 萬 | 0.41% | +7,455+38.0% | 加碼 |
| Principal Securities, Inc. | 26,769 | $134.4 萬 | 0.04% | +3,448+14.8% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 26,730 | $134.1 萬 | 0.32% | +973+3.8% | 加碼 |
| Vident Advisory, LLC | 26,642 | $133.7 萬 | 0.03% | −99−0.4% | 減碼 |
| First Hawaiian Bank | 26,605 | $133.5 萬 | 0.04% | −7,396−21.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 26,430 | $132.6 萬 | 0.04% | −2,674−9.2% | 減碼 |