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 |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
65,338
shares
|
$3.97 Million
0.19% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
65,330
shares
|
$3.97 Million
0.02% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
65,087
shares
|
$3.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
64,868
shares
|
$3.94 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
64,379
shares
|
$3.91 Million
0.03% of portfolio
|
Q1 2025
Added 211.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
64,131
shares
|
$3.9 Million
0.12% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
63,466
shares
|
$3.86 Million
0.71% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
63,362
shares
|
$3.85 Million
0.01% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
63,315
shares
|
$3.85 Million
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
62,670
shares
|
$3.81 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
62,424
shares
|
$3.8 Million
0.06% of portfolio
|
Q1 2025
Added 46.74%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
62,326
shares
|
$3.79 Million
0.7% of portfolio
|
Q4 2021
Added 9.42%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
62,305
shares
|
$3.79 Million
0.02% of portfolio
|
Q1 2025
Added 14.2%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
62,215
shares
|
$3.78 Million
0.14% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
61,493
shares
|
$3.74 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
61,421
shares
|
$3.73 Million
0.06% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
60,969
shares
|
$3.71 Million
0.12% of portfolio
|
Q1 2025
Added 27.75%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
60,376
shares
|
$3.67 Million
0.04% of portfolio
|
Q1 2025
Added 27.73%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
59,150
shares
|
$3.6 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
58,736
shares
|
$3.57 Million
2.17% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
58,720
shares
|
$3.57 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
58,500
shares
|
$3.56 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
56,969
shares
|
$3.46 Million
0.42% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
56,442
shares
|
$3.43 Million
1.48% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
56,318
shares
|
$3.42 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.64%
|