Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,322 institutions that hold shares in the stock, with a total of 236 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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
13,946
shares
|
$856,842
0.01% of portfolio
|
Q4 2024
Added 15.69%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
13,936
shares
|
$856,227
0.05% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
13,826
shares
|
$849,469
0.0% of portfolio
|
Q1 2024
Added 187.62%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
13,825
shares
|
$849,408
0.1% of portfolio
|
Q1 2025
Reduced 33.77%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
13,816
shares
|
$848,855
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
13,808
shares
|
$848,363
0.04% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
13,792
shares
|
$847,380
0.06% of portfolio
|
Q1 2025
Reduced 77.31%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
13,785
shares
|
$846,950
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
13,741
shares
|
$844,247
0.32% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
13,654
shares
|
$838,901
0.03% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
13,602
shares
|
$835,706
0.06% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
13,496
shares
|
$829,194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
13,460
shares
|
$826,982
0.08% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
13,412
shares
|
$824,033
0.17% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
13,329
shares
|
$818,933
0.01% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
13,283
shares
|
$816,107
0.15% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
13,269
shares
|
$815,247
0.16% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,257
shares
|
$814,510
0.04% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
13,237
shares
|
$813,281
0.0% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
13,171
shares
|
$809,226
0.32% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
13,092
shares
|
$804,372
0.04% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
13,077
shares
|
$803,450
0.53% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
13,024
shares
|
$800,194
0.4% of portfolio
|
Q1 2025
Added 97.18%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
13,000
shares
|
$798,720
0.04% of portfolio
|
Q3 2022
Reduced 13.33%
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
13,000
shares
|
$798,720
0.39% of portfolio
|
Q2 2024
New holding
|