Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,264 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
69,780
shares
|
$4 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
69,585
shares
|
$3.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.28%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
69,193
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
68,068
shares
|
$3.91 Million
0.34% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
67,053
shares
|
$3.85 Million
0.02% of portfolio
|
Q2 2023
Reduced 28.81%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
65,717
shares
|
$3.77 Million
0.09% of portfolio
|
Q2 2024
Added 65.03%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
65,613
shares
|
$3.76 Million
0.88% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
64,805
shares
|
$3.72 Million
1.83% of portfolio
|
Q4 2024
Reduced 16.73%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
64,586
shares
|
$3.71 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
64,430
shares
|
$3.7 Million
0.11% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Keene & Associates, Inc.
|
Oct 22, 2024 Q3 2024 |
64,092
shares
|
$3.68 Million
3.19% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
63,946
shares
|
$3.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
63,468
shares
|
$3.64 Million
0.18% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
63,138
shares
|
$3.62 Million
0.72% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
62,819
shares
|
$3.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
62,326
shares
|
$3.58 Million
0.7% of portfolio
|
Q4 2021
Added 9.42%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
61,287
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 95.0%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
61,192
shares
|
$3.51 Million
0.05% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
61,039
shares
|
$3.5 Million
0.42% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
61,000
shares
|
$3.5 Million
0.04% of portfolio
|
Q4 2022
Added 5.17%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
60,800
shares
|
$3.49 Million
0.01% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
60,561
shares
|
$3.47 Million
0.23% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
59,685
shares
|
$3.42 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
59,569
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
59,150
shares
|
$3.39 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.99%
|