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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
46,694
shares
|
$2.69 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
46,557
shares
|
$2.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
46,434
shares
|
$2.68 Million
1.82% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
46,100
shares
|
$2.66 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
45,755
shares
|
$2.64 Million
1.41% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
45,748
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
45,591
shares
|
$2.63 Million
0.17% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
45,361
shares
|
$2.61 Million
0.5% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
45,000
shares
|
$2.59 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
44,641
shares
|
$2.57 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
44,540
shares
|
$2.57 Million
0.13% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
44,080
shares
|
$2.54 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
44,004
shares
|
$2.54 Million
0.04% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
43,913
shares
|
$2.53 Million
0.52% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
43,875
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2024
Added 86.23%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
43,200
shares
|
$2.49 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
43,153
shares
|
$2.49 Million
0.09% of portfolio
|
Q3 2023
Added 26.28%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
42,880
shares
|
$2.47 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
42,512
shares
|
$2.45 Million
0.04% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
42,444
shares
|
$2.45 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
42,416
shares
|
$2.44 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
42,405
shares
|
$2.44 Million
0.04% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Hedges Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
42,300
shares
|
$2.44 Million
1.91% of portfolio
|
Q2 2024
Added 24.59%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
42,212
shares
|
$2.43 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
42,080
shares
|
$2.43 Million
0.22% of portfolio
|
Q3 2024
Added 2.65%
|