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 |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
20,108
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
20,086
shares
|
$1.22 Million
0.25% of portfolio
|
Q2 2023
Added 15.34%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
20,083
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
20,076
shares
|
$1.22 Million
0.48% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
19,890
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
19,887
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2023
Added 10.72%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
19,859
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 155.91%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
19,852
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
19,792
shares
|
$1.2 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
19,733
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2022
Added 41.82%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
19,574
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
19,548
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2022
Reduced 11.11%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
19,533
shares
|
$1.19 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
19,348
shares
|
$1.18 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
19,244
shares
|
$1.17 Million
0.06% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
19,136
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
19,097
shares
|
$1.16 Million
0.54% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
19,093
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
18,797
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
18,775
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Added 115.66%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
18,526
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.28%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
18,508
shares
|
$1.13 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.04%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
18,439
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
18,344
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
18,311
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Added 29.36%
|