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 |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
32,165
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
32,039
shares
|
$1.84 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
31,915
shares
|
$1.83 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
31,372
shares
|
$1.8 Million
0.38% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
31,265
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
31,185
shares
|
$1.79 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
31,011
shares
|
$1.78 Million
0.1% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
30,951
shares
|
$1.78 Million
1.47% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
30,644
shares
|
$1.76 Million
0.2% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
30,502
shares
|
$1.75 Million
0.28% of portfolio
|
Q3 2024
Added 37.74%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
30,318
shares
|
$1.74 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
30,295
shares
|
$1.74 Million
0.48% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
30,209
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
30,121
shares
|
$1.73 Million
0.09% of portfolio
|
Q3 2024
Reduced 36.19%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
30,105
shares
|
$1.73 Million
0.28% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
30,029
shares
|
$1.72 Million
1.76% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
30,017
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$1.72 Million
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
29,840
shares
|
$1.71 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
28,860
shares
|
$1.66 Million
0.08% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
28,669
shares
|
$1.65 Million
0.8% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
28,666
shares
|
$1.64 Million
0.83% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
28,610
shares
|
$1.64 Million
0.75% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
28,598
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
28,538
shares
|
$1.64 Million
0.11% of portfolio
|
Q4 2024
Added 0.82%
|