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 |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
15,438
shares
|
$938,630
0.07% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
15,435
shares
|
$938,448
0.07% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
15,381
shares
|
$935,164
0.81% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
15,348
shares
|
$933,158
0.86% of portfolio
|
Q1 2025
Added 31.65%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
15,328
shares
|
$931,942
0.04% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
15,322
shares
|
$931,577
0.08% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
15,255
shares
|
$927,504
0.34% of portfolio
|
Q1 2025
Added 75.61%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
15,108
shares
|
$918,566
0.03% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
15,030
shares
|
$913,824
0.01% of portfolio
|
Q1 2025
Added 70.6%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
15,008
shares
|
$912,486
0.1% of portfolio
|
Q1 2025
Added 67.89%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
14,899
shares
|
$905,859
0.01% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
14,750
shares
|
$896,800
0.37% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
14,677
shares
|
$892,361
0.01% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
14,638
shares
|
$889,990
0.45% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
14,637
shares
|
$889,929
0.01% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
14,546
shares
|
$884,396
0.27% of portfolio
|
Q1 2025
Reduced 42.53%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
14,497
shares
|
$881,417
0.08% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
14,407
shares
|
$875,945
0.29% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
14,407
shares
|
$875,945
1.18% of portfolio
|
Q2 2022
Reduced 3.97%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
14,392
shares
|
$875,033
0.04% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
14,389
shares
|
$874,851
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
14,366
shares
|
$873,452
0.17% of portfolio
|
Q1 2025
Added 29.21%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
14,282
shares
|
$868,345
0.02% of portfolio
|
Q1 2025
Added 69.72%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,276
shares
|
$867,980
0.02% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
14,269
shares
|
$867,555
0.27% of portfolio
|
Q4 2024
Reduced 10.52%
|