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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,259
shares
|
$72,241
0.0% of portfolio
|
Q3 2024
Added 106.73%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,245
shares
|
$71,438
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,234
shares
|
$70,806
0.0% of portfolio
|
Q4 2024
Added 814.07%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,226
shares
|
$70,347
0.02% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
1,225
shares
|
$70,290
0.02% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,201
shares
|
$68,913
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,161
shares
|
$66,618
0.01% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,139
shares
|
$65,355
0.01% of portfolio
|
Q2 2023
Added 13.9%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,123
shares
|
$64,437
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,117
shares
|
$64,093
0.01% of portfolio
|
Q3 2022
Added 5.28%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
1,100
shares
|
$63,118
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,076
shares
|
$61,740
0.02% of portfolio
|
Q3 2024
Added 18.76%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
1,063
shares
|
$60,994
0.03% of portfolio
|
Q2 2024
Reduced 53.03%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,050
shares
|
$60,249
0.0% of portfolio
|
Q1 2021
Reduced 8.55%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,001
shares
|
$57,437
0.01% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,000
shares
|
$57,380
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,000
shares
|
$57,380
0.02% of portfolio
|
Q2 2023
Added 986.96%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,000
shares
|
$57,380
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
994
shares
|
$57,035
0.01% of portfolio
|
Q4 2024
Added 721.49%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
994
shares
|
$57,035
0.04% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
950
shares
|
$54,511
0.01% of portfolio
|
Q1 2022
Reduced 7.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
948
shares
|
$54,396
0.0% of portfolio
|
Q4 2023
Added 29.86%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
945
shares
|
$54,224
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
882
shares
|
$50,609
0.01% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
840
shares
|
$48,199
0.01% of portfolio
|
Q4 2024
Added 90.91%
|