Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,276 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 $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
5,718
shares
|
$333,187
0.09% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,712
shares
|
$332,838
0.02% of portfolio
|
Q4 2024
Added 42.48%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,697
shares
|
$331,964
0.04% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
5,695
shares
|
$331,847
0.21% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
5,689
shares
|
$331,498
0.1% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
5,677
shares
|
$330,798
0.14% of portfolio
|
Q3 2024
Added 23.2%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
5,649
shares
|
$329,167
0.11% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
5,646
shares
|
$328,992
0.01% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
5,615
shares
|
$327,186
0.05% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,608
shares
|
$326,778
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
5,585
shares
|
$325,437
0.07% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
5,569
shares
|
$324,505
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
5,553
shares
|
$323,573
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
5,552
shares
|
$323,515
0.02% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,552
shares
|
$323,515
0.01% of portfolio
|
Q3 2022
Added 2.38%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
5,552
shares
|
$323,515
0.08% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
5,537
shares
|
$322,640
0.02% of portfolio
|
Q4 2024
Added 29.85%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
5,500
shares
|
$320,485
0.0% of portfolio
|
Q3 2024
Added 32.56%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
5,470
shares
|
$318,736
0.07% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,455
shares
|
$317,862
0.05% of portfolio
|
Q4 2024
Reduced 40.58%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
5,428
shares
|
$316,289
0.02% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
5,423
shares
|
$315,998
0.02% of portfolio
|
Q4 2023
Reduced 1.72%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
5,403
shares
|
$314,832
0.05% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
5,394
shares
|
$314,308
0.24% of portfolio
|
Q1 2024
Reduced 13.7%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
5,379
shares
|
$313,434
0.3% of portfolio
|
Q3 2022
Reduced 3.93%
|