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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
828
shares
|
$47,510
0.0% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
825
shares
|
$47,338
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
809
shares
|
$46,420
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
802
shares
|
$46,018
0.01% of portfolio
|
Q3 2024
Added 23.01%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
791
shares
|
$45,387
0.01% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
756
shares
|
$43,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
740
shares
|
$42,461
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
719
shares
|
$41,256
0.01% of portfolio
|
Q4 2022
Reduced 4.52%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
718
shares
|
$41,198
0.01% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
707
shares
|
$40,567
0.02% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
706
shares
|
$40,510
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
690
shares
|
$39,592
0.02% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
673
shares
|
$38,616
0.0% of portfolio
|
Q2 2024
Reduced 5.08%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
664
shares
|
$38,100
0.0% of portfolio
|
Q1 2024
Added 7.44%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Nov 05, 2024 Q3 2024 |
649
shares
|
$37,239
0.0% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
636
shares
|
$36,493
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
634
shares
|
$36,378
0.01% of portfolio
|
Q2 2021
Reduced 98.21%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
617
shares
|
$35,403
0.0% of portfolio
|
Q2 2024
Added 54.25%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
617
shares
|
$35,403
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
600
shares
|
$34,428
0.0% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
600
shares
|
$34,428
0.0% of portfolio
|
Q2 2024
Reduced 84.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
592
shares
|
$33,968
0.01% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
591
shares
|
$33,911
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
575
shares
|
$32,993
0.02% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
563
shares
|
$32,304
0.0% of portfolio
|
Q1 2024
Reduced 10.06%
|