Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,330 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 $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
18,368
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2025
Added 172.24%
|
|
|
Value Partners Investments Inc.
|
Oct 15, 2025 Q3 2025 |
18,363
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
18,276
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
18,249
shares
|
$1.08 Million
0.53% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
18,223
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
18,136
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2025
Added 29.64%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 22, 2025 Q3 2025 |
17,864
shares
|
$1.06 Million
0.72% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
17,754
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,547
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
17,536
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
17,516
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
17,510
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
17,473
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
17,440
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
17,360
shares
|
$1.03 Million
0.6% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
17,340
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 61.8%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
17,242
shares
|
$1.02 Million
0.83% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
17,048
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
16,965
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 07, 2025 Q3 2025 |
16,940
shares
|
$1 Million
0.49% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
16,905
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
16,760
shares
|
$992,359
0.37% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
16,427
shares
|
$972,642
0.05% of portfolio
|
Q4 2022
Reduced 47.92%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
16,422
shares
|
$972,346
0.03% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
16,400
shares
|
$971,044
0.07% of portfolio
|
Q3 2025
Reduced 3.52%
|
|