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 4 季 13F 持有人
Unilever PLC 在 2024/12/31 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
- 1,188
- 較 2024 年第 3 季 +36 家
- 持有股數
- 2.20 億
- 較 2024 年第 3 季 +427.8 萬 (+2.0%)
- 總市值
- $124.5 億
- 較 2024 年第 3 季 −$15.2 億 (−10.9%)
- 新進機構
- 141
- 另有 454 家加碼
- 清倉機構
- 105
- 另有 408 家減碼
另有 23 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sandy Cove Advisors, LLC | 11,361 | $64.4 萬 | 0.25% | +40+0.4% | 加碼 |
| Baker Tilly Wealth Management, LLC | 11,456 | $65.0 萬 | 0.25% | +7,864+218.9% | 加碼 |
| IHT Wealth Management, LLC | 11,483 | $65.1 萬 | 0.02% | −5,298−31.6% | 減碼 |
| Transcend Wealth Collective, LLC | 11,485 | $65.1 萬 | 0.05% | +283+2.5% | 加碼 |
| Navellier & Associates Inc | 11,492 | $65.2 萬 | 0.08% | 00.0% | 不變 |
| Garrett Wealth Advisory Group, LLC | 11,605 | $65.8 萬 | 0.15% | +740+6.8% | 加碼 |
| Garner Asset Management Corp | 11,620 | $65.9 萬 | 0.31% | −450−3.7% | 減碼 |
| Mezzasalma Advisors, LLC | 11,656 | $66.1 萬 | 0.21% | +1,666+16.7% | 加碼 |
| Smart Money Group LLC | 11,658 | $66.1 萬 | 0.23% | +1,100+10.4% | 加碼 |
| Forum Financial Management, LP | 11,728 | $66.5 萬 | 0.01% | +5,566+90.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 11,835 | $67.1 萬 | 0.00% | −111,530−90.4% | 減碼 |
| Smartleaf Asset Management LLC | 11,825 | $67.1 萬 | 0.07% | +8,564+262.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 11,848 | $67.2 萬 | 0.03% | +4,724+66.3% | 加碼 |
| Ameritas Advisory Services, LLC | 11,852 | $67.2 萬 | 0.02% | +1,376+13.1% | 加碼 |
| InTrack Investment Management Inc | 12,282 | $67.2 萬 | 0.47% | −2,741−18.2% | 減碼 |
| Gamco Investors, Inc. Et Al | 11,999 | $68.0 萬 | 0.01% | −476−3.8% | 減碼 |
| Voloridge Investment Management, LLC | 12,048 | $68.3 萬 | 0.00% | +12,048 | 新進 |
| Geneos Wealth Management Inc. | 12,114 | $68.7 萬 | 0.02% | +1,569+14.9% | 加碼 |
| Flputnam Investment Management Co | 12,117 | $68.7 萬 | 0.01% | −1,435−10.6% | 減碼 |
| Keystone Financial Services | 12,174 | $69.0 萬 | 0.26% | +652+5.7% | 加碼 |
| Banco de Sabadell, S.A | 12,208 | $69.2 萬 | 0.54% | −467−3.7% | 減碼 |
| Phraction Management LLC | 12,280 | $69.6 萬 | 0.24% | 00.0% | 不變 |
| FLC Capital Advisors | 12,299 | $69.7 萬 | 0.16% | −463−3.6% | 減碼 |
| BKM Wealth Management, LLC | 12,489 | $70.8 萬 | 0.29% | −82−0.7% | 減碼 |
| Liberty One Investment Management, LLC | 12,528 | $71.0 萬 | 0.08% | −832−6.2% | 減碼 |
| Fifth Third Bancorp | 12,567 | $71.3 萬 | 0.00% | +126+1.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 12,610 | $71.5 萬 | 0.03% | +1,286+11.4% | 加碼 |
| Confluence Investment Management LLC | 12,639 | $71.7 萬 | 0.01% | −490−3.7% | 減碼 |
| Bridges Investment Management Inc | 12,690 | $72.0 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 12,753 | $72.3 萬 | 0.02% | −301−2.3% | 減碼 |
| Applied Finance Capital Management, LLC | 12,799 | $72.6 萬 | 0.03% | −1,284−9.1% | 減碼 |
| Roundview Capital LLC | 12,999 | $73.7 萬 | 0.05% | −504−3.7% | 減碼 |
| Boit C F David | 13,000 | $73.7 萬 | 0.37% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 13,005 | $73.7 萬 | 0.01% | −925−6.6% | 減碼 |
| Aberdeen Wealth Management LLC | 13,077 | $74.1 萬 | 0.51% | −1,350−9.4% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 11,455 | $74.4 萬 | 0.25% | +11+0.1% | 加碼 |
| BCGM Wealth Management, LLC | 13,176 | $74.7 萬 | 0.24% | −835−6.0% | 減碼 |
| Global View Capital Management LLC | 13,246 | $74.9 萬 | 0.26% | +13,246 | 新進 |
| Fayez Sarofim & Co | 13,237 | $75.1 萬 | 0.00% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 13,257 | $75.2 萬 | 0.03% | +57+0.4% | 加碼 |
| PAX Financial Group, LLC | 13,312 | $75.5 萬 | 0.14% | +1,654+14.2% | 加碼 |
| Northeast Investment Management | 13,328 | $75.6 萬 | 0.03% | −4,508−25.3% | 減碼 |
| Tudor Investment Corp Et Al | 13,496 | $76.5 萬 | 0.01% | +13,496 | 新進 |
| Ronald Blue Trust, Inc. | 13,541 | $76.8 萬 | 0.01% | −4,939−26.7% | 減碼 |
| Mengis Capital Management, Inc. | 13,562 | $76.9 萬 | 0.16% | −300−2.2% | 減碼 |
| Modern Wealth Management, LLC | 13,598 | $77.1 萬 | 0.03% | +151+1.1% | 加碼 |
| North Star Investment Management Corp. | 13,602 | $77.1 萬 | 0.05% | +1,038+8.3% | 加碼 |
| Retirement Guys Formula LLC | 13,670 | $77.5 萬 | 0.39% | +1,333+10.8% | 加碼 |
| Excalibur Management Corp | 13,731 | $77.9 萬 | 0.31% | −10−0.1% | 減碼 |
| BIP Wealth, LLC | 13,779 | $78.1 萬 | 0.05% | −88−0.6% | 減碼 |
| Potentia Wealth | 13,816 | $78.3 萬 | 0.35% | +13,816 | 新進 |
| Joel Isaacson & Co., LLC | 13,845 | $78.5 萬 | 0.04% | −290−2.1% | 減碼 |
| First Bank & Trust | 13,863 | $78.6 萬 | 0.15% | −8,037−36.7% | 減碼 |
| Ieq Capital, LLC | 13,946 | $79.1 萬 | 0.01% | +1,891+15.7% | 加碼 |
| Kovitz Investment Group Partners, LLC | 13,993 | $79.3 萬 | 0.00% | +1,196+9.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 14,024 | $79.5 萬 | 0.08% | −2,422−14.7% | 減碼 |
| Berkeley Capital Partners, LLC | 14,127 | $80.1 萬 | 0.22% | +85+0.6% | 加碼 |
| Hartford Funds Management Co LLC | 14,157 | $80.3 萬 | 0.07% | +937+7.1% | 加碼 |
| Virtu Financial LLC | 14,155 | $80.3 萬 | 0.04% | −1,626−10.3% | 減碼 |
| Dearborn Partners LLC | 14,166 | $80.3 萬 | 0.03% | +34+0.2% | 加碼 |
| BancorpSouth Bank | 14,175 | $80.4 萬 | 0.05% | +82+0.6% | 加碼 |
| Valeo Financial Advisors, LLC | 14,226 | $80.7 萬 | 0.02% | +106+0.8% | 加碼 |
| WR Wealth Planners, LLC | 14,269 | $80.9 萬 | 0.26% | −1,678−10.5% | 減碼 |
| Merit Financial Group, LLC | 14,321 | $81.2 萬 | 0.01% | +4,482+45.6% | 加碼 |
| Lido Advisors, LLC | 14,348 | $81.4 萬 | 0.01% | −1,546−9.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 14,391 | $81.6 萬 | 0.05% | +14,391 | 新進 |
| Raab & Moskowitz Asset Management LLC | 14,414 | $81.7 萬 | 0.20% | +236+1.7% | 加碼 |
| Welch & Forbes LLC | 14,422 | $81.8 萬 | 0.01% | −125−0.9% | 減碼 |
| Axxcess Wealth Management, LLC | 14,481 | $82.1 萬 | 0.02% | +5,059+53.7% | 加碼 |
| Wealthspire Advisors, LLC | 14,622 | $82.9 萬 | 0.01% | +642+4.6% | 加碼 |
| Drucker Wealth 3.0, LLC | 14,628 | $82.9 萬 | 0.19% | −469−3.1% | 減碼 |
| Murphy Pohlad Asset Management LLC | 14,750 | $83.6 萬 | 0.36% | 00.0% | 不變 |
| Old National Bancorp | 14,924 | $84.6 萬 | 0.02% | −20−0.1% | 減碼 |
| Highland Capital Management, LLC | 14,936 | $84.7 萬 | 0.05% | −16,840−53.0% | 減碼 |
| Raelipskie Partnership | 15,082 | $85.5 萬 | 0.42% | +825+5.8% | 加碼 |
| Israel Discount Bank of New York | 15,323 | $86.9 萬 | 0.63% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 15,468 | $87.7 萬 | 0.01% | −181−1.2% | 減碼 |
| Spire Wealth Management | 15,510 | $87.9 萬 | 0.03% | −1,045−6.3% | 減碼 |
| Meriwether Wealth & Planning, LLC | 15,528 | $88.0 萬 | 0.63% | +15,528 | 新進 |
| Bailard, Inc. | 15,635 | $88.7 萬 | 0.02% | +643+4.3% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 15,737 | $89.2 萬 | 0.22% | +3,243+26.0% | 加碼 |
| Leisure Capital Management | 15,745 | $89.3 萬 | 0.35% | −775−4.7% | 減碼 |
| Twin City Private Wealth, LLC | 15,809 | $89.6 萬 | 0.79% | +5,158+48.4% | 加碼 |
| TD Private Client Wealth LLC | 15,858 | $89.9 萬 | 0.03% | −875−5.2% | 減碼 |
| LCM Capital Management Inc | 15,946 | $90.4 萬 | 0.51% | +46+0.3% | 加碼 |
| Insigneo Advisory Services, LLC | 15,995 | $90.7 萬 | 0.09% | +1,740+12.2% | 加碼 |
| Integrated Wealth Concepts LLC | 16,058 | $91.0 萬 | 0.01% | +4,259+36.1% | 加碼 |
| Essex Financial Services, Inc. | 16,078 | $91.2 萬 | 0.06% | −788−4.7% | 減碼 |
| Salvus Wealth Management, LLC | 16,090 | $91.2 萬 | 0.58% | −60−0.4% | 減碼 |
| Greenleaf Trust | 16,101 | $91.3 萬 | 0.01% | −16−0.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 16,182 | $91.8 萬 | 0.15% | +315+2.0% | 加碼 |
| Exchange Capital Management, Inc. | 16,209 | $91.9 萬 | 0.15% | +118+0.7% | 加碼 |
| Pitcairn Co | 16,291 | $92.4 萬 | 0.05% | +1,794+12.4% | 加碼 |
| Great Lakes Retirement, Inc. | 16,300 | $92.4 萬 | 0.12% | −373−2.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 16,518 | $93.7 萬 | 0.03% | +359+2.2% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 16,532 | $93.8 萬 | 0.02% | +8,949+118.0% | 加碼 |
| Wynn Capital, LLC | 16,590 | $94.1 萬 | 0.59% | +380+2.3% | 加碼 |
| Curbstone Financial Management Corp | 16,728 | $94.8 萬 | 0.20% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 16,872 | $95.6 萬 | 0.01% | +242+1.5% | 加碼 |
| Henshaw Capital LLC | 16,969 | $96.2 萬 | 0.04% | +4,875+40.3% | 加碼 |