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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
36,095
shares
|
$2.07 Million
0.19% of portfolio
|
Q2 2023
Added 2.06%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
35,898
shares
|
$2.06 Million
0.08% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
35,597
shares
|
$2.04 Million
0.49% of portfolio
|
Q2 2024
Added 13.43%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
35,548
shares
|
$2.04 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
35,459
shares
|
$2.03 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
35,344
shares
|
$2.03 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
35,333
shares
|
$2.03 Million
0.13% of portfolio
|
Q4 2024
Added 357.44%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
34,902
shares
|
$2 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
34,755
shares
|
$1.99 Million
0.56% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
34,740
shares
|
$1.99 Million
0.7% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
34,717
shares
|
$1.99 Million
0.26% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
34,552
shares
|
$1.98 Million
0.26% of portfolio
|
Q4 2024
Reduced 22.6%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
34,523
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
34,450
shares
|
$1.98 Million
0.24% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
34,406
shares
|
$1.97 Million
0.35% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
34,369
shares
|
$1.97 Million
1.02% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
34,042
shares
|
$1.95 Million
0.16% of portfolio
|
Q3 2024
Added 59.98%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
33,943
shares
|
$1.95 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
33,832
shares
|
$1.94 Million
0.09% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
33,483
shares
|
$1.92 Million
0.33% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
33,077
shares
|
$1.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
32,809
shares
|
$1.88 Million
0.1% of portfolio
|
Q4 2024
Added 367.76%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
32,707
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
32,345
shares
|
$1.86 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
32,238
shares
|
$1.85 Million
0.1% of portfolio
|
Q3 2024
Added 9.83%
|