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 |
|---|---|---|---|---|---|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Apr 17, 2025 Q1 2025 |
94,831
shares
|
$5.77 Million
1.75% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
94,117
shares
|
$5.72 Million
1.81% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
91,901
shares
|
$5.59 Million
0.1% of portfolio
|
Q1 2025
Added 14.96%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
90,260
shares
|
$5.49 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
90,165
shares
|
$5.48 Million
1.08% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
87,674
shares
|
$5.33 Million
0.02% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
84,812
shares
|
$5.16 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
84,463
shares
|
$5.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
84,353
shares
|
$5.13 Million
0.51% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
84,307
shares
|
$5.13 Million
0.17% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
82,502
shares
|
$5.02 Million
0.64% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Tevis Investment Management
|
Apr 25, 2025 Q1 2025 |
82,280
shares
|
$5 Million
3.59% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
82,264
shares
|
$5 Million
0.93% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
80,944
shares
|
$4.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
80,490
shares
|
$4.89 Million
0.13% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
79,754
shares
|
$4.85 Million
0.18% of portfolio
|
Q1 2025
Added 309.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
79,454
shares
|
$4.83 Million
0.01% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
78,901
shares
|
$4.8 Million
0.07% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
78,822
shares
|
$4.79 Million
0.04% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
78,609
shares
|
$4.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
78,118
shares
|
$4.75 Million
0.04% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
77,290
shares
|
$4.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 23.66%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
77,175
shares
|
$4.69 Million
0.26% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Arlington Partners LLC
|
Apr 23, 2025 Q1 2025 |
76,981
shares
|
$4.68 Million
1.9% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
76,771
shares
|
$4.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.64%
|