Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,322 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20,536
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Added 22.77%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,504
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
20,440
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
20,348
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Ativo Capital Management LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
20,287
shares
|
$1.25 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
20,261
shares
|
$1.24 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
20,133
shares
|
$1.24 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
20,086
shares
|
$1.23 Million
0.25% of portfolio
|
Q2 2023
Added 15.34%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
20,083
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
20,076
shares
|
$1.23 Million
0.48% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
20,048
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
19,890
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
19,887
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2023
Added 10.72%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
19,852
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
19,792
shares
|
$1.22 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
19,733
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2022
Added 41.82%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
19,581
shares
|
$1.2 Million
0.14% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
19,574
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
19,548
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2022
Reduced 11.11%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
19,348
shares
|
$1.19 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
19,244
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
19,093
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
19,093
shares
|
$1.17 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Apr 09, 2025 Q1 2025 |
18,800
shares
|
$1.16 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
18,797
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.41%
|