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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
128
shares
|
$7,344
0.0% of portfolio
|
Q1 2024
Reduced 70.64%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
128
shares
|
$7,344
0.0% of portfolio
|
Q1 2024
Added 132.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
125
shares
|
$7,172
0.0% of portfolio
|
Q4 2023
Reduced 80.92%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
124
shares
|
$7,115
0.0% of portfolio
|
Q4 2023
Added 313.33%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
124
shares
|
$7,115
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
121
shares
|
$6,942
0.0% of portfolio
|
Q1 2024
Added 202.5%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
114
shares
|
$6,541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
113
shares
|
$6,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
111
shares
|
$6,369
0.0% of portfolio
|
Q4 2024
Reduced 26.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
107
shares
|
$6,139
0.0% of portfolio
|
Q3 2024
Reduced 48.06%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
102
shares
|
$5,852
0.0% of portfolio
|
Q1 2022
Reduced 17.74%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
100
shares
|
$5,738
0.0% of portfolio
|
Q1 2021
Reduced 33.77%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
100
shares
|
$5,738
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$5,738
0.0% of portfolio
|
Q1 2024
Reduced 72.53%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
100
shares
|
$5,738
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
100
shares
|
$5,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
96
shares
|
$5,508
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
96
shares
|
$5,508
0.0% of portfolio
|
Q3 2024
Reduced 96.8%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
95
shares
|
$5,451
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
90
shares
|
$5,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
70
shares
|
$4,016
0.0% of portfolio
|
Q3 2023
Reduced 10.26%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
69
shares
|
$3,959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
62
shares
|
$3,557
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
62
shares
|
$3,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
57
shares
|
$3,270
0.0% of portfolio
|
Q2 2022
New holding
|