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 |
|---|---|---|---|---|---|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
4,201
shares
|
$255,420
0.0% of portfolio
|
Q1 2025
Reduced 97.94%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
4,200
shares
|
$255,360
0.07% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,197
shares
|
$255,177
0.04% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
4,190
shares
|
$254,752
0.07% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
4,154
shares
|
$252,563
0.06% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
4,123
shares
|
$250,678
0.11% of portfolio
|
Q1 2025
Reduced 34.91%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
4,119
shares
|
$250,435
0.04% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
4,107
shares
|
$249,705
0.2% of portfolio
|
Q1 2025
Reduced 98.32%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
4,099
shares
|
$249,219
0.1% of portfolio
|
Q1 2025
Added 32.4%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
4,096
shares
|
$249,036
0.02% of portfolio
|
Q4 2024
Reduced 22.07%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,093
shares
|
$248,854
0.05% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,066
shares
|
$247,212
0.03% of portfolio
|
Q2 2023
Added 1.68%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,065
shares
|
$247,152
0.01% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,044
shares
|
$245,875
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
4,042
shares
|
$245,753
0.1% of portfolio
|
Q4 2024
Added 9523.81%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
4,023
shares
|
$244,598
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
4,018
shares
|
$244,294
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,013
shares
|
$243,990
0.19% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
4,000
shares
|
$243,200
0.01% of portfolio
|
Q1 2025
Reduced 33.55%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
3,996
shares
|
$242,956
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
3,995
shares
|
$242,896
0.02% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
3,992
shares
|
$242,713
0.05% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
3,987
shares
|
$242,409
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,972
shares
|
$241,497
0.06% of portfolio
|
Q1 2025
Added 20.47%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
3,958
shares
|
$240,646
0.02% of portfolio
|
Q4 2024
Reduced 12.97%
|