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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,261
shares
|
$187,116
0.03% of portfolio
|
Q3 2024
Added 257.57%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
3,260
shares
|
$187,058
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
3,213
shares
|
$184,361
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
3,212
shares
|
$184,304
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,205
shares
|
$183,902
0.2% of portfolio
|
Q3 2024
Reduced 47.29%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,200
shares
|
$183,616
0.02% of portfolio
|
Q3 2024
Reduced 34.69%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
3,097
shares
|
$177,705
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,092
shares
|
$177,418
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,078
shares
|
$176,615
0.01% of portfolio
|
Q3 2024
Reduced 24.98%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
3,015
shares
|
$173,000
0.03% of portfolio
|
Q4 2024
Reduced 31.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,013
shares
|
$172,885
0.01% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
2,980
shares
|
$170,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
2,900
shares
|
$166,402
0.02% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2,815
shares
|
$161,524
0.01% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,781
shares
|
$159,573
0.02% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
2,729
shares
|
$156,590
0.01% of portfolio
|
Q4 2024
Added 216.96%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,700
shares
|
$154,926
0.04% of portfolio
|
Q3 2024
Added 1250.0%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
2,669
shares
|
$153,147
0.0% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
2,636
shares
|
$151,253
0.04% of portfolio
|
Q4 2024
Reduced 90.71%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,600
shares
|
$149,188
0.01% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
2,360
shares
|
$135,416
0.0% of portfolio
|
Q3 2024
Reduced 69.85%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
2,351
shares
|
$134,900
0.03% of portfolio
|
Q4 2023
Reduced 27.19%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
2,199
shares
|
$126,178
0.0% of portfolio
|
Q3 2024
Added 77.05%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,196
shares
|
$126,006
0.0% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,159
shares
|
$123,883
0.06% of portfolio
|
Q3 2024
Added 28.36%
|