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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,072
shares
|
$369,177
0.04% of portfolio
|
Q2 2025
Reduced 91.09%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
6,065
shares
|
$368,752
0.16% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
6,020
shares
|
$366,016
0.06% of portfolio
|
Q1 2025
Reduced 17.25%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
6,019
shares
|
$365,955
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
6,000
shares
|
$364,800
0.05% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
5,954
shares
|
$362,003
0.1% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
5,947
shares
|
$361,577
0.29% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
5,921
shares
|
$359,996
0.06% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
5,921
shares
|
$359,996
0.1% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
5,910
shares
|
$359,328
0.01% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
5,910
shares
|
$359,328
0.07% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
5,886
shares
|
$357,868
0.3% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,869
shares
|
$356,835
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
5,841
shares
|
$355,132
0.11% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
5,840
shares
|
$355,072
0.01% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,817
shares
|
$353,673
0.01% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
5,750
shares
|
$349,600
0.06% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
5,745
shares
|
$349,296
0.02% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
5,725
shares
|
$348,080
0.09% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
5,721
shares
|
$347,836
0.04% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
5,710
shares
|
$347,168
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
5,696
shares
|
$346,316
0.06% of portfolio
|
Q1 2025
Reduced 13.38%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
5,641
shares
|
$342,972
0.11% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
5,639
shares
|
$342,851
0.26% of portfolio
|
Q1 2025
Added 41.4%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
5,619
shares
|
$341,635
0.09% of portfolio
|
Q4 2024
Reduced 1.73%
|