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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
17,280
shares
|
$991,526
0.03% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
17,133
shares
|
$983,091
0.02% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
17,101
shares
|
$981,255
0.0% of portfolio
|
Q3 2024
Reduced 66.02%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,073
shares
|
$979,648
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
17,007
shares
|
$975,861
0.27% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
17,006
shares
|
$975,804
0.1% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
16,848
shares
|
$966,738
0.0% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,781
shares
|
$962,893
0.03% of portfolio
|
Q3 2024
Added 49.86%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
16,733
shares
|
$960,139
0.03% of portfolio
|
Q3 2024
Reduced 44.31%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
16,728
shares
|
$959,852
0.2% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
16,727
shares
|
$959,795
0.01% of portfolio
|
Q3 2024
Reduced 29.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
16,630
shares
|
$954,229
0.01% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
16,590
shares
|
$951,934
0.59% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
16,518
shares
|
$947,802
0.03% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
16,427
shares
|
$942,581
0.05% of portfolio
|
Q4 2022
Reduced 47.92%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
16,371
shares
|
$939,367
0.3% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
16,300
shares
|
$935,294
0.12% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
16,227
shares
|
$931,105
0.8% of portfolio
|
Q4 2022
Reduced 4.82%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
16,211
shares
|
$930,187
0.24% of portfolio
|
Q3 2024
Added 98.59%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
16,116
shares
|
$924,736
0.38% of portfolio
|
Q1 2024
Added 12.97%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
16,101
shares
|
$923,875
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
16,091
shares
|
$923,301
0.18% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,090
shares
|
$923,244
0.6% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
16,078
shares
|
$922,555
0.07% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
16,034
shares
|
$920,030
0.37% of portfolio
|
Q4 2023
Added 1.71%
|