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 $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
17,352
shares
|
$1.02 Million
0.34% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
17,280
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
17,133
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
17,120
shares
|
$1 Million
0.11% of portfolio
|
Q3 2024
Added 18.13%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
17,104
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 29.03%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
17,101
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.02%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,073
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
16,947
shares
|
$993,263
0.02% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
16,866
shares
|
$988,516
0.05% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
16,848
shares
|
$987,461
0.0% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
16,831
shares
|
$986,464
0.51% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,781
shares
|
$983,534
0.03% of portfolio
|
Q3 2024
Added 49.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,770
shares
|
$982,889
0.02% of portfolio
|
Q3 2024
Reduced 51.79%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
16,733
shares
|
$980,721
0.03% of portfolio
|
Q3 2024
Reduced 44.31%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
16,728
shares
|
$980,428
0.24% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
16,727
shares
|
$980,369
0.01% of portfolio
|
Q3 2024
Reduced 29.05%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
16,673
shares
|
$977,204
0.14% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
16,630
shares
|
$974,684
0.01% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
16,624
shares
|
$974,332
0.13% of portfolio
|
Q3 2024
Added 23.36%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
16,582
shares
|
$971,871
0.11% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
16,555
shares
|
$970,288
0.04% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
16,520
shares
|
$968,237
0.46% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
16,446
shares
|
$963,900
0.11% of portfolio
|
Q3 2024
Reduced 26.78%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
16,427
shares
|
$962,786
0.05% of portfolio
|
Q4 2022
Reduced 47.92%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
16,380
shares
|
$960,031
0.15% of portfolio
|
Q3 2024
Added 15.98%
|