Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,318 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
16,583
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
16,570
shares
|
$1.01 Million
0.14% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
16,528
shares
|
$1.01 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
16,474
shares
|
$1 Million
0.14% of portfolio
|
Q1 2025
Added 92.16%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
16,429
shares
|
$1 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
16,427
shares
|
$1 Million
0.05% of portfolio
|
Q4 2022
Reduced 47.92%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
16,414
shares
|
$1 Million
0.51% of portfolio
|
Q1 2025
Added 20.07%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,340
shares
|
$996,249
0.62% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
16,338
shares
|
$996,127
0.03% of portfolio
|
Q1 2025
Added 29.56%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
16,306
shares
|
$994,176
0.19% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
16,278
shares
|
$992,469
0.53% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
16,265
shares
|
$991,677
0.04% of portfolio
|
Q1 2025
Added 37.28%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
16,253
shares
|
$990,945
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
16,246
shares
|
$990,518
0.07% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
16,242
shares
|
$990,274
0.01% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
16,227
shares
|
$989,360
0.8% of portfolio
|
Q4 2022
Reduced 4.82%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
16,116
shares
|
$982,592
0.38% of portfolio
|
Q1 2024
Added 12.97%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
16,063
shares
|
$979,361
0.03% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
16,034
shares
|
$977,592
0.37% of portfolio
|
Q4 2023
Added 1.71%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
15,987
shares
|
$974,727
0.12% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
15,922
shares
|
$970,764
0.0% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,824
shares
|
$964,789
0.06% of portfolio
|
Q4 2023
Reduced 2.45%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
15,645
shares
|
$953,875
0.0% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
15,634
shares
|
$953,204
0.02% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
15,438
shares
|
$941,254
0.07% of portfolio
|
Q1 2025
Reduced 24.15%
|