Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,347 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
39,309
shares
|
$2.48 Million
0.47% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
39,132
shares
|
$2.47 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
37,823
shares
|
$2.39 Million
0.77% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
37,793
shares
|
$2.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
37,600
shares
|
$2.37 Million
0.22% of portfolio
|
Q1 2025
Reduced 18.44%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
37,251
shares
|
$2.35 Million
0.27% of portfolio
|
Q4 2022
Added 1.19%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
37,166
shares
|
$2.34 Million
0.06% of portfolio
|
Q4 2023
Reduced 1.83%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
37,142
shares
|
$2.34 Million
0.61% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
36,741
shares
|
$2.32 Million
0.05% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
36,734
shares
|
$2.32 Million
1.1% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
36,695
shares
|
$2.31 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
36,264
shares
|
$2.29 Million
0.08% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
36,158
shares
|
$2.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
36,114
shares
|
$2.28 Million
0.47% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
36,095
shares
|
$2.28 Million
0.19% of portfolio
|
Q2 2023
Added 2.06%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
36,017
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
35,830
shares
|
$2.26 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
35,460
shares
|
$2.24 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
35,459
shares
|
$2.24 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
34,784
shares
|
$2.19 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
34,763
shares
|
$2.19 Million
0.15% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
34,430
shares
|
$2.17 Million
0.09% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
34,378
shares
|
$2.17 Million
0.08% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
34,197
shares
|
$2.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
33,800
shares
|
$2.13 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.89%
|