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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,935
shares
|
$604,048
0.01% of portfolio
|
Q1 2025
Added 121.57%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
9,906
shares
|
$602,284
0.05% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
9,891
shares
|
$601,372
0.12% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
9,854
shares
|
$599,123
0.04% of portfolio
|
Q1 2025
Reduced 80.56%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
9,767
shares
|
$593,833
0.01% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,751
shares
|
$592,860
0.0% of portfolio
|
Q2 2023
Reduced 1.16%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
9,721
shares
|
$591,036
0.33% of portfolio
|
Q1 2025
Added 22.42%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
9,681
shares
|
$588,604
0.44% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
9,623
shares
|
$585,078
0.04% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
9,590
shares
|
$583,072
0.01% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
9,548
shares
|
$580,518
0.11% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
9,520
shares
|
$578,816
0.04% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
9,508
shares
|
$578,086
0.01% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
9,449
shares
|
$574,499
0.07% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,440
shares
|
$573,952
0.01% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
9,414
shares
|
$572,371
0.22% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
9,396
shares
|
$571,276
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
9,377
shares
|
$570,121
0.09% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Malaga Cove Capital, LLC
|
May 08, 2025 Q1 2025 |
9,322
shares
|
$566,777
0.26% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
9,317
shares
|
$566,473
0.06% of portfolio
|
Q2 2022
Reduced 4.2%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,305
shares
|
$565,744
0.06% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
9,287
shares
|
$564,649
0.08% of portfolio
|
Q1 2025
Added 32.65%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
9,241
shares
|
$561,852
0.13% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
9,185
shares
|
$558,448
0.04% of portfolio
|
Q2 2023
Reduced 27.94%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
9,175
shares
|
$557,840
0.22% of portfolio
|
Q1 2025
Reduced 4.18%
|