Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,318 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
76,223
shares
|
$4.63 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Bonness Enterprises Inc
|
Apr 10, 2025 Q1 2025 |
76,040
shares
|
$4.62 Million
1.49% of portfolio
|
Q2 2021
Added 8.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
75,635
shares
|
$4.6 Million
0.06% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
75,613
shares
|
$4.6 Million
3.54% of portfolio
|
Q1 2025
Added 232.0%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
75,496
shares
|
$4.59 Million
0.25% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
73,992
shares
|
$4.5 Million
0.05% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
73,972
shares
|
$4.5 Million
0.76% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
73,341
shares
|
$4.46 Million
0.47% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
71,633
shares
|
$4.36 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
71,104
shares
|
$4.32 Million
0.04% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
71,019
shares
|
$4.32 Million
0.18% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
70,850
shares
|
$4.31 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
70,805
shares
|
$4.3 Million
0.13% of portfolio
|
Q1 2025
Added 28.29%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
70,622
shares
|
$4.29 Million
0.49% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
70,000
shares
|
$4.26 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
68,216
shares
|
$4.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
68,076
shares
|
$4.14 Million
0.46% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
68,068
shares
|
$4.14 Million
0.34% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
67,424
shares
|
$4.1 Million
0.96% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
67,053
shares
|
$4.08 Million
0.02% of portfolio
|
Q2 2023
Reduced 28.81%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
May 15, 2025 Q1 2025 |
66,675
shares
|
$4.05 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
66,166
shares
|
$4.02 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
66,000
shares
|
$4.01 Million
0.04% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
65,837
shares
|
$4 Million
1.93% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
65,830
shares
|
$4 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.4%
|