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 |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
18,588
shares
|
$1.17 Million
0.19% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
18,526
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.28%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
18,435
shares
|
$1.16 Million
0.22% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
18,366
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
18,272
shares
|
$1.15 Million
0.41% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
18,211
shares
|
$1.15 Million
0.3% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
18,122
shares
|
$1.14 Million
0.17% of portfolio
|
Q1 2025
Added 75.16%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
18,011
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 28.59%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
17,971
shares
|
$1.13 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,836
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
17,833
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
17,832
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,802
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
17,754
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
17,657
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 16.87%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
17,626
shares
|
$1.11 Million
0.67% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
17,536
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
17,501
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
17,498
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
17,471
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
17,439
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
17,377
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
17,340
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 61.8%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
17,247
shares
|
$1.09 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
17,159
shares
|
$1.08 Million
0.24% of portfolio
|
Q2 2025
Added 0.8%
|