Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,321 institutions that hold shares in the stock, with a total of 237 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
15,634
shares
|
$960,552
0.02% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
15,468
shares
|
$950,353
0.01% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
15,438
shares
|
$948,510
0.07% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
15,435
shares
|
$948,326
0.07% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
15,404
shares
|
$946,421
0.16% of portfolio
|
Q3 2024
Added 98.92%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
15,381
shares
|
$945,008
0.81% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
15,348
shares
|
$942,981
0.86% of portfolio
|
Q1 2025
Added 31.65%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
15,328
shares
|
$941,752
0.04% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
15,255
shares
|
$937,267
0.34% of portfolio
|
Q1 2025
Added 75.61%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
15,082
shares
|
$926,638
0.42% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
15,030
shares
|
$923,443
0.01% of portfolio
|
Q1 2025
Added 70.6%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
15,008
shares
|
$922,091
0.1% of portfolio
|
Q1 2025
Added 67.89%
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
14,750
shares
|
$906,240
0.37% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
14,637
shares
|
$899,297
0.01% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
14,546
shares
|
$893,706
0.27% of portfolio
|
Q1 2025
Reduced 42.53%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
14,497
shares
|
$890,695
0.08% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
14,414
shares
|
$885,596
0.2% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
14,407
shares
|
$885,166
0.29% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
14,407
shares
|
$885,166
1.18% of portfolio
|
Q2 2022
Reduced 3.97%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
14,392
shares
|
$884,244
0.04% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
14,348
shares
|
$881,541
0.0% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
14,282
shares
|
$877,486
0.02% of portfolio
|
Q1 2025
Added 69.72%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,276
shares
|
$877,117
0.02% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
14,269
shares
|
$876,687
0.27% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
14,140
shares
|
$868,761
0.24% of portfolio
|
Q1 2025
Added 0.09%
|