Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,176 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
73,472
shares
|
$4.04 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.52%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
73,307
shares
|
$4.03 Million
0.04% of portfolio
|
Q1 2024
Added 17.41%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
72,623
shares
|
$3.99 Million
0.12% of portfolio
|
Q1 2024
Added 5.21%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
71,485
shares
|
$3.93 Million
0.02% of portfolio
|
Q1 2024
Reduced 11.48%
|
|
44 Wealth Management LLC
|
Jul 18, 2023 Q2 2023 |
71,211
shares
|
$3.92 Million
1.27% of portfolio
|
Q2 2023
Added 1.8%
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
May 14, 2024 Q1 2024 |
71,000
shares
|
$3.9 Million
0.41% of portfolio
|
Q1 2024
Added 47.92%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
70,993
shares
|
$3.9 Million
0.04% of portfolio
|
Q1 2024
Added 1.2%
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
70,768
shares
|
$3.89 Million
0.41% of portfolio
|
Q1 2024
Added 2.46%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
69,315
shares
|
$3.81 Million
0.06% of portfolio
|
Q1 2024
Added 6.38%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
67,053
shares
|
$3.69 Million
0.02% of portfolio
|
Q2 2023
Reduced 28.81%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
65,990
shares
|
$3.63 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Apr 16, 2024 Q1 2024 |
65,985
shares
|
$3.63 Million
0.03% of portfolio
|
Q3 2023
Reduced 6.02%
|
|
Keene & Associates, Inc.
|
Apr 24, 2024 Q1 2024 |
65,479
shares
|
$3.6 Million
2.48% of portfolio
|
Q1 2024
Added 3.25%
|
|
Apricus Wealth, LLC
Beaufort, SC |
May 14, 2024 Q1 2024 |
64,852
shares
|
$3.57 Million
2.32% of portfolio
|
Q1 2024
Added 1.93%
|
|
Autumn Glory Partners, LLC
|
Apr 30, 2024 Q1 2024 |
64,615
shares
|
$3.55 Million
1.6% of portfolio
|
Q1 2024
Added 5.28%
|
|
Courier Capital LLC
|
Apr 15, 2024 Q1 2024 |
64,219
shares
|
$3.53 Million
0.24% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 13, 2024 Q1 2024 |
63,505
shares
|
$3.49 Million
0.14% of portfolio
|
Q1 2024
Added 2.43%
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
63,430
shares
|
$3.49 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.73%
|
|
Guardian Capital Advisors LP
Toronto, A6 |
May 14, 2024 Q1 2024 |
63,312
shares
|
$3.48 Million
0.34% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
Advisors Management Group Inc
|
Apr 26, 2024 Q1 2024 |
63,284
shares
|
$3.48 Million
0.79% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
Gyl Financial Synergies, LLC
|
May 14, 2024 Q1 2024 |
62,821
shares
|
$3.45 Million
0.25% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
62,808
shares
|
$3.45 Million
0.1% of portfolio
|
Q1 2024
Added 78.42%
|
|
Arlington Partners LLC
|
Apr 16, 2024 Q1 2024 |
62,726
shares
|
$3.45 Million
1.71% of portfolio
|
Q1 2024
Added 25.16%
|
|
Berkshire Bank
|
Apr 24, 2024 Q1 2024 |
62,404
shares
|
$3.43 Million
0.78% of portfolio
|
Q1 2024
Added 4.89%
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
62,326
shares
|
$3.43 Million
0.7% of portfolio
|
Q4 2021
Added 9.42%
|