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 $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
52,743
shares
|
$3.04 Million
1.09% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
52,690
shares
|
$3.04 Million
0.35% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
52,498
shares
|
$3.03 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
52,289
shares
|
$3.01 Million
0.03% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
51,406
shares
|
$2.96 Million
0.27% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
51,269
shares
|
$2.95 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
51,210
shares
|
$2.95 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
50,956
shares
|
$2.94 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
50,819
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
50,762
shares
|
$2.93 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
50,632
shares
|
$2.92 Million
0.04% of portfolio
|
Q3 2024
Reduced 20.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
50,214
shares
|
$2.89 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
50,119
shares
|
$2.89 Million
0.38% of portfolio
|
Q3 2024
Added 206.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
50,095
shares
|
$2.89 Million
0.08% of portfolio
|
Q3 2024
Reduced 30.02%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
49,345
shares
|
$2.84 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
49,284
shares
|
$2.84 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
48,511
shares
|
$2.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
48,180
shares
|
$2.78 Million
2.6% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
47,761
shares
|
$2.75 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
47,532
shares
|
$2.74 Million
0.12% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
47,433
shares
|
$2.73 Million
0.28% of portfolio
|
Q4 2022
Added 14.48%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
47,390
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
47,273
shares
|
$2.72 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
46,875
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
46,837
shares
|
$2.7 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.79%
|