Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,276 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 $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
52,690
shares
|
$3.07 Million
0.35% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
52,221
shares
|
$3.04 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
52,100
shares
|
$3.04 Million
1.28% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
51,995
shares
|
$3.03 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
51,406
shares
|
$3 Million
0.27% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
51,269
shares
|
$2.99 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
50,955
shares
|
$2.97 Million
0.11% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
50,819
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
50,688
shares
|
$2.95 Million
0.19% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
50,676
shares
|
$2.95 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
50,095
shares
|
$2.92 Million
0.08% of portfolio
|
Q3 2024
Reduced 30.02%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
49,443
shares
|
$2.88 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
49,345
shares
|
$2.88 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
49,176
shares
|
$2.87 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
47,813
shares
|
$2.79 Million
1.61% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
47,726
shares
|
$2.78 Million
0.09% of portfolio
|
Q4 2024
Added 833.42%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Feb 03, 2025 Q4 2024 |
47,662
shares
|
$2.78 Million
2.34% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
47,532
shares
|
$2.77 Million
0.12% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
47,456
shares
|
$2.77 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
47,433
shares
|
$2.76 Million
0.28% of portfolio
|
Q4 2022
Added 14.48%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
47,411
shares
|
$2.76 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
47,390
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
47,269
shares
|
$2.75 Million
0.03% of portfolio
|
Q4 2024
Added 21.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
46,875
shares
|
$2.73 Million
0.02% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
46,694
shares
|
$2.72 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.18%
|