Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,276 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
69,585
shares
|
$4 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
69,366
shares
|
$3.99 Million
0.05% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
69,193
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Arlington Partners LLC
|
Oct 21, 2024 Q3 2024 |
69,149
shares
|
$3.98 Million
1.86% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
68,068
shares
|
$3.92 Million
0.34% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
67,959
shares
|
$3.91 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
67,053
shares
|
$3.86 Million
0.02% of portfolio
|
Q2 2023
Reduced 28.81%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
66,040
shares
|
$3.8 Million
0.47% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
65,717
shares
|
$3.78 Million
0.09% of portfolio
|
Q2 2024
Added 65.03%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
64,741
shares
|
$3.73 Million
0.99% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
64,592
shares
|
$3.72 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Keene & Associates, Inc.
|
Oct 22, 2024 Q3 2024 |
64,092
shares
|
$3.69 Million
3.19% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
63,946
shares
|
$3.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
63,164
shares
|
$3.64 Million
0.07% of portfolio
|
Q3 2024
Reduced 29.92%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
63,138
shares
|
$3.63 Million
0.72% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
62,985
shares
|
$3.62 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
62,819
shares
|
$3.62 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
62,507
shares
|
$3.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
62,326
shares
|
$3.59 Million
0.7% of portfolio
|
Q4 2021
Added 9.42%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
61,292
shares
|
$3.53 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
61,287
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 95.0%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
61,107
shares
|
$3.52 Million
0.12% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
61,000
shares
|
$3.51 Million
0.04% of portfolio
|
Q4 2022
Added 5.17%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
60,800
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
60,561
shares
|
$3.49 Million
0.23% of portfolio
|
Q3 2024
Added 15.52%
|