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
2025 年第 1 季 13F 持有人
Unilever PLC 在 2025/3/31 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
- 1,179
- 較 2024 年第 4 季 +8 家
- 持有股數
- 2.19 億
- 較 2024 年第 4 季 +21.8 萬 (+0.1%)
- 總市值
- $130.7 億
- 較 2024 年第 4 季 +$6.37 億 (+5.1%)
- 新進機構
- 98
- 另有 447 家加碼
- 清倉機構
- 90
- 另有 429 家減碼
另有 17 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Atria Investments LLC | 50,379 | $300.0 萬 | 0.04% | −4,652−8.5% | 減碼 |
| Meridian Wealth Management, LLC | 50,695 | $301.9 萬 | 0.15% | −2,056−3.9% | 減碼 |
| Hall Laurie J Trustee | 50,815 | $302.6 萬 | 1.08% | −1,180−2.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 51,168 | $304.7 萬 | 0.07% | −2,314−4.3% | 減碼 |
| JCIC Asset Management Inc. | 51,438 | $306.3 萬 | 1.28% | −662−1.3% | 減碼 |
| GWM Advisors LLC | 51,612 | $307.4 萬 | 0.02% | −3,339−6.1% | 減碼 |
| Anchor Capital Advisors LLC | 52,464 | $312.4 萬 | 0.09% | +243+0.5% | 加碼 |
| Strategic Advisors LLC | 52,849 | $314.7 萬 | 0.61% | −1,263−2.3% | 減碼 |
| Founders Financial Securities LLC | 50,217 | $317.3 萬 | 0.27% | +14,997+42.6% | 加碼 |
| Rhumbline Advisers | 53,814 | $320.5 萬 | 0.00% | −378−0.7% | 減碼 |
| Guardian Partners Inc. | 49,959 | $320.8 萬 | 0.33% | −641−1.3% | 減碼 |
| RSM US Wealth Management LLC | 53,884 | $320.9 萬 | 0.05% | +10,674+24.7% | 加碼 |
| Dakota Wealth Management | 54,231 | $322.9 萬 | 0.08% | −1,907−3.4% | 減碼 |
| Davis-Rea Ltd. | 55,579 | $331.0 萬 | 0.88% | +55,579 | 新進 |
| Redmond Asset Management, LLC | 55,625 | $331.2 萬 | 0.85% | +766+1.4% | 加碼 |
| GSB Wealth Management, LLC | 55,981 | $333.4 萬 | 0.88% | −879−1.5% | 減碼 |
| Old Port Advisors | 56,318 | $335.4 萬 | 1.00% | −363−0.6% | 減碼 |
| Naviter Wealth, LLC | 56,969 | $337.1 萬 | 0.41% | +419+0.7% | 加碼 |
| SGL Investment Advisors, Inc. | 54,219 | $339.3 萬 | 1.75% | −1,533−2.7% | 減碼 |
| JPL Wealth Management, LLC | 57,525 | $342.6 萬 | 0.98% | +1,410+2.5% | 加碼 |
| Courier Capital LLC | 58,500 | $348.4 萬 | 0.23% | −1,185−2.0% | 減碼 |
| Stephens Inc | 58,720 | $349.7 萬 | 0.05% | −2,472−4.0% | 減碼 |
| apricus wealth, LLC | 58,736 | $349.8 萬 | 2.08% | +2,220+3.9% | 加碼 |
| Fullcircle Wealth LLC | 56,442 | $356.6 萬 | 1.47% | +1,247+2.3% | 加碼 |
| Park Avenue Securities LLC | 60,376 | $359.5 萬 | 0.04% | +13,107+27.7% | 加碼 |
| IFP Advisors, Inc | 60,969 | $363.1 萬 | 0.11% | +13,243+27.7% | 加碼 |
| Oppenheimer & Co Inc | 61,421 | $365.8 萬 | 0.06% | +6,440+11.7% | 加碼 |
| Exencial Wealth Advisors, LLC | 62,215 | $370.5 萬 | 0.14% | +1,134+1.9% | 加碼 |
| Davenport & Co LLC | 62,305 | $371.0 萬 | 0.02% | +7,748+14.2% | 加碼 |
| Empowered Funds, LLC | 62,424 | $371.7 萬 | 0.05% | +19,883+46.7% | 加碼 |
| Bleakley Financial Group, LLC | 62,670 | $373.2 萬 | 0.12% | −1,760−2.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 63,106 | $375.8 萬 | 0.12% | +63,106 | 新進 |
| Keybank National Association | 63,315 | $377.0 萬 | 0.02% | +68+0.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 63,362 | $377.3 萬 | 0.01% | +976+1.6% | 加碼 |
| Smithbridge Asset Management Inc | 63,466 | $377.9 萬 | 0.70% | +63,466 | 新進 |
| HB Wealth Management, LLC | 64,379 | $383.4 萬 | 0.03% | +43,701+211.3% | 加碼 |
| Mutual Advisors, LLC | 61,493 | $385.1 萬 | 0.11% | −8,442−12.1% | 減碼 |
| Heartland Advisors Inc | 64,868 | $386.3 萬 | 0.22% | −446−0.7% | 減碼 |
| Avantax Advisory Services, Inc. | 65,087 | $387.6 萬 | 0.02% | −14,104−17.8% | 減碼 |
| Private Advisor Group, LLC | 65,330 | $389.0 萬 | 0.02% | +395+0.6% | 加碼 |
| Logan Capital Management Inc | 65,338 | $389.1 萬 | 0.18% | +849+1.3% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 65,830 | $392.0 萬 | 0.01% | −1,617−2.4% | 減碼 |
| Royce & Associates LP | 66,000 | $393.0 萬 | 0.04% | 00.0% | 不變 |
| Azzad Asset Management Inc | 66,166 | $394.0 萬 | 0.46% | +66,166 | 新進 |
| Zions Bancorporation, National Association | 66,232 | $394.4 萬 | 0.25% | +66,232 | 新進 |
| CIBC Private Wealth Group, LLC | 68,216 | $395.0 萬 | 0.01% | −4,861−6.7% | 減碼 |
| Beacon Financial Group | 66,347 | $395.1 萬 | 0.43% | +1,761+2.7% | 加碼 |
| Tweedy, Browne Co LLC | 66,675 | $397.0 萬 | 0.35% | −2,128−3.1% | 減碼 |
| Berkshire Bank | 67,141 | $399.8 萬 | 0.97% | +1,528+2.3% | 加碼 |
| Procyon Private Wealth Partners, LLC | 68,122 | $405.7 萬 | 0.25% | +32,789+92.8% | 加碼 |
| K.J. Harrison & Partners Inc | 70,000 | $416.9 萬 | 0.81% | +70,000 | 新進 |
| Allen Capital Group, LLC | 70,622 | $420.6 萬 | 0.48% | +9,583+15.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 70,805 | $421.6 萬 | 0.13% | +15,615+28.3% | 加碼 |
| Sandy Spring Bank | 71,019 | $422.9 萬 | 0.18% | +97+0.1% | 加碼 |
| Haverford Trust Co | 71,104 | $423.4 萬 | 0.04% | +1,021+1.5% | 加碼 |
| Kestra Advisory Services, LLC | 71,633 | $426.6 萬 | 0.02% | −4,084−5.4% | 減碼 |
| Motco | 73,341 | $436.7 萬 | 0.46% | −9,078−11.0% | 減碼 |
| Gilman Hill Asset Management, LLC | 73,642 | $438.5 萬 | 0.76% | +1,670+2.3% | 加碼 |
| Prime Capital Investment Advisors, LLC | 73,992 | $440.6 萬 | 0.05% | +3,372+4.8% | 加碼 |
| Trajan Wealth LLC | 75,496 | $449.6 萬 | 0.25% | +8,188+12.2% | 加碼 |
| Slocum, Gordon & Co LLP | 75,613 | $450.3 萬 | 3.35% | +52,838+232.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 75,635 | $450.7 萬 | 0.05% | +1,072+1.4% | 加碼 |
| Bonness Enterprises Inc | 76,040 | $452.8 萬 | 1.48% | 00.0% | 不變 |
| Capital Investment Counsel, LLC | 76,223 | $453.9 萬 | 0.75% | −1,344−1.7% | 減碼 |
| Rockefeller Capital Management L.P. | 76,771 | $457.2 萬 | 0.01% | −1,284−1.6% | 減碼 |
| Arlington Partners LLC | 76,981 | $458.4 萬 | 1.80% | +2,614+3.5% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 77,175 | $459.6 萬 | 0.26% | +6,030+8.5% | 加碼 |
| Moran Wealth Management, LLC | 77,290 | $460.3 萬 | 0.15% | −23,949−23.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 78,118 | $465.2 萬 | 0.04% | +7,547+10.7% | 加碼 |
| WCM Investment Management, LLC | 78,609 | $465.2 萬 | 0.01% | −2,704−3.3% | 減碼 |
| Tevis Investment Management | 82,280 | $466.5 萬 | 3.46% | 00.0% | 不變 |
| Gabelli Funds LLC | 78,822 | $469.4 萬 | 0.04% | +1,053+1.4% | 加碼 |
| JustInvest LLC | 78,901 | $469.9 萬 | 0.07% | +6,623+9.2% | 加碼 |
| Baird Financial Group, Inc. | 79,454 | $473.1 萬 | 0.01% | +1,227+1.6% | 加碼 |
| Quadrant Capital Group LLC | 79,754 | $474.9 萬 | 0.18% | +60,265+309.2% | 加碼 |
| Pensionmark Financial Group, LLC | 80,490 | $479.3 萬 | 0.12% | +9,933+14.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 80,944 | $482.0 萬 | 0.00% | −906−1.1% | 減碼 |
| Farther Finance Advisors, LLC | 80,953 | $482.2 萬 | 0.12% | +206+0.3% | 加碼 |
| Advisory Research Inc | 82,264 | $489.9 萬 | 0.86% | −5,239−6.0% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 82,502 | $491.3 萬 | 0.64% | +386+0.5% | 加碼 |
| Becker Capital Management Inc | 84,307 | $502.0 萬 | 0.17% | +5,140+6.5% | 加碼 |
| Regions Financial Corp | 84,463 | $503.0 萬 | 0.04% | −1,060−1.2% | 減碼 |
| Nixon Peabody Trust Co | 84,812 | $505.1 萬 | 0.43% | +84,812 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 87,674 | $522.1 萬 | 0.02% | +731+0.8% | 加碼 |
| Evelyn Partners Asset Management Ltd | 89,293 | $531.7 萬 | 1.48% | +1,465+1.7% | 加碼 |
| Headinvest, LLC | 90,165 | $536.9 萬 | 1.04% | −1,730−1.9% | 減碼 |
| Jacobs & Co | 90,403 | $538.3 萬 | 0.57% | −1,560−1.7% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 91,446 | $544.6 萬 | 1.67% | −423−0.5% | 減碼 |
| NewEdge Wealth, LLC | 91,901 | $547.3 萬 | 0.10% | +11,959+15.0% | 加碼 |
| tru Independence LLC | 94,117 | $560.5 萬 | 1.74% | +2,141+2.3% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 94,831 | $564.7 萬 | 1.65% | +12,621+15.4% | 加碼 |
| HSBC Holdings PLC | 95,591 | $568.8 萬 | 0.00% | −218−0.2% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 96,630 | $575.4 萬 | 1.46% | +96,630 | 新進 |
| Hennessy Advisors Inc | 98,300 | $585.4 萬 | 0.19% | −2,900−2.9% | 減碼 |
| Kavar Capital Partners Group, LLC | 98,859 | $588.7 萬 | 0.98% | −214−0.2% | 減碼 |
| Coston, McIsaac & Partners | 99,407 | $591.8 萬 | 1.73% | +437+0.4% | 加碼 |
| Stablepoint Partners, LLC | 100,165 | $596.5 萬 | 1.08% | +9,655+10.7% | 加碼 |
| Assetmark, Inc | 100,610 | $599.1 萬 | 0.02% | +23,460+30.4% | 加碼 |
| Fiera Capital Corp | 101,957 | $607.2 萬 | 0.02% | −2,501−2.4% | 減碼 |
| Blair William & Co | 102,750 | $611.9 萬 | 0.02% | −15,348−13.0% | 減碼 |