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 |
|---|---|---|---|---|---|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
556
shares
|
$31,903
0.0% of portfolio
|
Q2 2024
Reduced 41.9%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
545
shares
|
$31,272
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
530
shares
|
$30,411
0.0% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
517
shares
|
$29,665
0.01% of portfolio
|
Q4 2023
Added 7.71%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
515
shares
|
$29,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
512
shares
|
$29,378
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
509
shares
|
$29,206
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
500
shares
|
$28,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
486
shares
|
$27,886
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
486
shares
|
$27,886
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
474
shares
|
$27,198
0.0% of portfolio
|
Q2 2022
Reduced 61.12%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
469
shares
|
$26,911
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
462
shares
|
$26,509
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
450
shares
|
$25,821
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
424
shares
|
$24,329
0.0% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
405
shares
|
$23,238
0.0% of portfolio
|
Q4 2024
Added 108.76%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
403
shares
|
$23,124
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
400
shares
|
$22,952
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
400
shares
|
$22,952
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
400
shares
|
$22,952
0.0% of portfolio
|
Q4 2023
Reduced 91.41%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
400
shares
|
$22,952
0.0% of portfolio
|
Q2 2024
Reduced 17.7%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
400
shares
|
$22,952
0.01% of portfolio
|
Q4 2023
Reduced 33.99%
|
|
|
Baillie Gifford & CO
|
Jan 31, 2025 Q4 2024 |
398
shares
|
$22,837
0.0% of portfolio
|
Q4 2024
Added 27.97%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
392
shares
|
$22,492
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
373
shares
|
$21,402
0.01% of portfolio
|
Q2 2023
New holding
|