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 |
|---|---|---|---|---|---|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
19,705
shares
|
$1.15 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
19,657
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
19,548
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2022
Reduced 11.11%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
19,307
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2024
Added 42.67%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
19,260
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
19,215
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
19,204
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 20.78%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
19,137
shares
|
$1.12 Million
0.53% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
18,975
shares
|
$1.11 Million
0.13% of portfolio
|
Q4 2024
Added 14.14%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
18,927
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
18,874
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
18,872
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
18,844
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
18,827
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
18,781
shares
|
$1.09 Million
0.11% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
18,738
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
18,650
shares
|
$1.09 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
18,569
shares
|
$1.08 Million
0.15% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
18,555
shares
|
$1.08 Million
0.63% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
18,474
shares
|
$1.08 Million
0.29% of portfolio
|
Q4 2024
Reduced 20.71%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
18,294
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
18,142
shares
|
$1.06 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
18,100
shares
|
$1.05 Million
0.21% of portfolio
|
Q3 2024
Reduced 22.19%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
17,927
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 22.98%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
17,920
shares
|
$1.04 Million
0.47% of portfolio
|
Q4 2024
Added 6.47%
|