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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
7,029
shares
|
$403,324
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
7,022
shares
|
$402,922
0.02% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
7,012
shares
|
$402,348
0.02% of portfolio
|
Q2 2024
Added 20.78%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
7,000
shares
|
$401,660
0.14% of portfolio
|
Q1 2023
Reduced 22.22%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
6,952
shares
|
$398,905
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
6,926
shares
|
$397,413
0.12% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,830
shares
|
$391,905
0.05% of portfolio
|
Q2 2024
Reduced 9.12%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
6,819
shares
|
$391,274
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
6,792
shares
|
$389,724
0.01% of portfolio
|
Q3 2024
Added 34.36%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
6,785
shares
|
$389,323
0.01% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
6,725
shares
|
$385,880
0.08% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
6,722
shares
|
$385,708
0.08% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
6,719
shares
|
$385,536
0.0% of portfolio
|
Q4 2024
Reduced 24.81%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,680
shares
|
$383,298
0.05% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
6,652
shares
|
$381,691
0.03% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
6,625
shares
|
$380,142
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
6,623
shares
|
$380,027
0.03% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
6,619
shares
|
$379,798
0.02% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
6,606
shares
|
$379,052
0.2% of portfolio
|
Q2 2024
Added 6.1%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,606
shares
|
$379,052
0.0% of portfolio
|
Q4 2022
Reduced 0.09%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
6,593
shares
|
$378,306
0.06% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
6,509
shares
|
$373,486
0.03% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
6,501
shares
|
$373,027
0.06% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,500
shares
|
$372,970
0.02% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
6,479
shares
|
$371,765
0.14% of portfolio
|
Q3 2024
Reduced 2.62%
|