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 |
|---|---|---|---|---|---|
|
Westhampton Capital, LLC
|
Apr 22, 2025 Q1 2025 |
33,269
shares
|
$2.02 Million
1.11% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
33,099
shares
|
$2.01 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
33,014
shares
|
$2.01 Million
0.43% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
32,985
shares
|
$2.01 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
32,763
shares
|
$1.99 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
32,466
shares
|
$1.97 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
32,296
shares
|
$1.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
32,165
shares
|
$1.96 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
31,802
shares
|
$1.93 Million
0.09% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
31,752
shares
|
$1.93 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
31,718
shares
|
$1.93 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
31,559
shares
|
$1.92 Million
0.17% of portfolio
|
Q1 2025
Added 20.76%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
31,531
shares
|
$1.92 Million
0.54% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
May 08, 2025 Q1 2025 |
31,372
shares
|
$1.91 Million
0.39% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
31,286
shares
|
$1.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 61.68%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
31,152
shares
|
$1.89 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
31,011
shares
|
$1.89 Million
0.1% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
30,950
shares
|
$1.88 Million
1.34% of portfolio
|
Q1 2025
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
30,502
shares
|
$1.85 Million
0.28% of portfolio
|
Q3 2024
Added 37.74%
|
|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
30,295
shares
|
$1.84 Million
0.5% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
30,061
shares
|
$1.83 Million
0.79% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
30,000
shares
|
$1.82 Million
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
29,854
shares
|
$1.82 Million
0.37% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
29,530
shares
|
$1.8 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
29,183
shares
|
$1.77 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.98%
|