Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,324 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
55,625
shares
|
$3.33 Million
0.88% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
55,596
shares
|
$3.32 Million
0.2% of portfolio
|
Q4 2024
Added 63.32%
|
|
|
Davis Rea Ltd.
|
May 06, 2025 Q1 2025 |
55,579
shares
|
$3.32 Million
0.91% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
54,907
shares
|
$3.28 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.94%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
54,219
shares
|
$3.24 Million
1.75% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
53,884
shares
|
$3.22 Million
0.05% of portfolio
|
Q1 2025
Added 24.7%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
53,814
shares
|
$3.22 Million
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
52,849
shares
|
$3.16 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
52,690
shares
|
$3.15 Million
1.1% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
52,690
shares
|
$3.15 Million
0.35% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
52,671
shares
|
$3.15 Million
1.03% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
52,464
shares
|
$3.14 Million
0.1% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
51,612
shares
|
$3.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
51,438
shares
|
$3.08 Million
1.34% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
51,168
shares
|
$3.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
50,924
shares
|
$3.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
50,695
shares
|
$3.03 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
50,379
shares
|
$3.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
50,229
shares
|
$3 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
50,217
shares
|
$3 Million
0.26% of portfolio
|
Q1 2025
Added 42.58%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
49,959
shares
|
$2.99 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
49,465
shares
|
$2.96 Million
0.07% of portfolio
|
Q1 2025
Added 47.45%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
49,188
shares
|
$2.94 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
49,146
shares
|
$2.94 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
49,049
shares
|
$2.93 Million
1.85% of portfolio
|
Q1 2025
Added 2.59%
|