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 |
|---|---|---|---|---|---|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
27,953
shares
|
$1.6 Million
0.81% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
27,155
shares
|
$1.56 Million
0.37% of portfolio
|
Q4 2022
Reduced 0.27%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
26,856
shares
|
$1.54 Million
0.24% of portfolio
|
Q3 2024
Reduced 23.41%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
26,789
shares
|
$1.54 Million
0.12% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
26,651
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 137.32%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
26,636
shares
|
$1.53 Million
0.39% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
26,567
shares
|
$1.52 Million
1.31% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
26,278
shares
|
$1.51 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
26,200
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2023
Reduced 15.31%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
26,185
shares
|
$1.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
26,134
shares
|
$1.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
25,736
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Added 26.87%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
25,673
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
25,564
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 78.88%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
25,351
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
25,192
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.44%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
25,103
shares
|
$1.44 Million
0.21% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
24,779
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
24,644
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
24,054
shares
|
$1.38 Million
0.54% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
23,900
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2023
Reduced 1.53%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
23,720
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
23,703
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 16.45%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,529
shares
|
$1.35 Million
0.08% of portfolio
|
Q2 2022
Added 40.98%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
23,473
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.45%
|