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 |
---|---|---|---|---|---|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
17,153
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
17,127
shares
|
$1.08 Million
0.42% of portfolio
|
Q2 2025
Added 4.34%
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
17,088
shares
|
$1.08 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
17,022
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 2.65%
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
16,999
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2025
Added 2.29%
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
16,915
shares
|
$1.07 Million
0.55% of portfolio
|
Q2 2025
Added 0.42%
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
16,801
shares
|
$1.06 Million
0.4% of portfolio
|
Q2 2025
Added 0.24%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
16,750
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
16,738
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Added 3.03%
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
16,646
shares
|
$1.05 Million
0.83% of portfolio
|
Q2 2025
Added 8.22%
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
16,478
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2025
Added 3.07%
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
16,473
shares
|
$1.04 Million
0.92% of portfolio
|
Q2 2025
Added 7.33%
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
16,449
shares
|
$1.04 Million
0.19% of portfolio
|
Q2 2025
Added 1.21%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
16,432
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
16,427
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2022
Reduced 47.92%
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,340
shares
|
$1.03 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,337
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 64.44%
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
16,320
shares
|
$1.03 Million
0.17% of portfolio
|
Q2 2025
Added 13.6%
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
16,278
shares
|
$1.03 Million
0.53% of portfolio
|
Q2 2025
Added 0.12%
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
16,227
shares
|
$1.02 Million
0.8% of portfolio
|
Q4 2022
Reduced 4.82%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
16,195
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 3.52%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
16,140
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Added 53.19%
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
16,136
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
16,133
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
16,116
shares
|
$1.02 Million
0.38% of portfolio
|
Q1 2024
Added 12.97%
|