Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,318 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
52
shares
|
$3,161
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
52
shares
|
$3,161
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
51
shares
|
$3,100
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
51
shares
|
$3,100
0.0% of portfolio
|
Q1 2025
Reduced 98.78%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
50
shares
|
$3,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
49
shares
|
$2,979
0.0% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
44
shares
|
$2,675
0.0% of portfolio
|
Q4 2024
Reduced 94.27%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
44
shares
|
$2,675
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
42
shares
|
$2,553
0.0% of portfolio
|
Q1 2025
Reduced 81.0%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
38
shares
|
$2,310
0.0% of portfolio
|
Q1 2025
Reduced 85.77%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
37
shares
|
$2,249
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
36
shares
|
$2,188
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
35
shares
|
$2,128
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
35
shares
|
$2,128
0.0% of portfolio
|
Q3 2024
Reduced 75.52%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
33
shares
|
$2,006
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
30
shares
|
$1,824
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
27
shares
|
$1,641
0.0% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
27
shares
|
$1,641
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
26
shares
|
$1,580
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
25
shares
|
$1,520
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
23
shares
|
$1,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
21
shares
|
$1,276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
20
shares
|
$1,216
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
19
shares
|
$1,155
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
18
shares
|
$1,094
0.0% of portfolio
|
Q1 2025
New holding
|