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 |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
11,848
shares
|
$679,838
0.03% of portfolio
|
Q4 2024
Added 66.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,825
shares
|
$678,518
0.01% of portfolio
|
Q2 2024
Reduced 22.75%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,799
shares
|
$677,026
0.01% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,676
shares
|
$669,968
0.02% of portfolio
|
Q3 2022
Added 1.42%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
11,658
shares
|
$668,936
0.26% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
11,658
shares
|
$668,936
0.14% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
11,656
shares
|
$668,821
0.22% of portfolio
|
Q4 2024
Added 16.68%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
11,498
shares
|
$659,755
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
11,492
shares
|
$659,410
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
11,456
shares
|
$657,345
0.26% of portfolio
|
Q4 2024
Added 218.93%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
11,455
shares
|
$657,287
0.22% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
11,446
shares
|
$656,771
0.02% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
11,384
shares
|
$653,213
0.01% of portfolio
|
Q3 2024
Reduced 34.86%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
11,361
shares
|
$651,894
0.25% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,213
shares
|
$643,401
0.15% of portfolio
|
Q3 2024
Added 103.47%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,202
shares
|
$642,770
0.05% of portfolio
|
Q3 2024
Reduced 20.21%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
11,142
shares
|
$639,327
0.08% of portfolio
|
Q3 2023
Added 1.0%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
11,128
shares
|
$638,524
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,070
shares
|
$635,196
0.0% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
10,979
shares
|
$629,975
0.01% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
10,930
shares
|
$627,163
0.02% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
10,898
shares
|
$625,327
1.43% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
10,865
shares
|
$623,433
0.17% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
10,832
shares
|
$621,540
0.03% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
10,745
shares
|
$616,548
0.53% of portfolio
|
Q3 2024
Reduced 31.13%
|