Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,278 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
13,826
shares
|
$825,965
0.0% of portfolio
|
Q1 2024
Added 187.62%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
13,796
shares
|
$824,173
0.03% of portfolio
|
Q3 2024
Added 36.61%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
13,741
shares
|
$820,887
0.34% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
13,552
shares
|
$809,596
0.02% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
13,522
shares
|
$807,804
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
13,503
shares
|
$806,669
0.06% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
13,464
shares
|
$804,339
0.05% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
13,360
shares
|
$798,126
0.09% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
13,237
shares
|
$790,778
0.0% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
13,220
shares
|
$789,762
0.08% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
13,200
shares
|
$788,568
0.04% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
13,129
shares
|
$784,326
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
13,054
shares
|
$779,845
0.03% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
13,000
shares
|
$776,620
0.04% of portfolio
|
Q3 2022
Reduced 13.33%
|
|
|
Boit C F David
Boston, MA |
Oct 07, 2024 Q3 2024 |
13,000
shares
|
$776,620
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,797
shares
|
$764,492
0.01% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
12,762
shares
|
$762,401
0.19% of portfolio
|
Q4 2023
Added 14.56%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
12,690
shares
|
$758,100
0.01% of portfolio
|
Q3 2024
Reduced 29.7%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
12,675
shares
|
$757,204
0.62% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
12,571
shares
|
$750,991
0.33% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
12,564
shares
|
$750,573
0.06% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
12,494
shares
|
$746,391
0.14% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
12,475
shares
|
$745,256
0.01% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
12,441
shares
|
$743,225
0.0% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
12,337
shares
|
$737,012
0.38% of portfolio
|
Q3 2024
Added 7.09%
|