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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
358
shares
|
$20,542
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
358
shares
|
$20,542
0.0% of portfolio
|
Q4 2022
Reduced 41.12%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
350
shares
|
$20,083
0.01% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
349
shares
|
$20,025
0.02% of portfolio
|
Q3 2024
Reduced 90.51%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
339
shares
|
$19,451
0.0% of portfolio
|
Q4 2024
Added 16.9%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
334
shares
|
$19,164
0.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
325
shares
|
$18,648
0.0% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
315
shares
|
$18,074
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
295
shares
|
$16,927
0.0% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
293
shares
|
$16,812
0.0% of portfolio
|
Q3 2022
Reduced 2.33%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
288
shares
|
$16,525
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
286
shares
|
$16,410
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
285
shares
|
$16,353
0.0% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
280
shares
|
$16,066
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
279
shares
|
$16,009
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
276
shares
|
$15,836
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
270
shares
|
$15,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
267
shares
|
$15,320
0.01% of portfolio
|
Q3 2023
Reduced 12.17%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
267
shares
|
$15,320
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
264
shares
|
$15,148
0.0% of portfolio
|
Q3 2024
Reduced 99.2%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
260
shares
|
$14,918
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$14,345
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
246
shares
|
$14,115
0.01% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
246
shares
|
$14,115
0.0% of portfolio
|
Q3 2024
Reduced 95.29%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
232
shares
|
$13,312
0.01% of portfolio
|
Q2 2022
Reduced 52.16%
|