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 |
|---|---|---|---|---|---|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
14,546
shares
|
$917,561
0.26% of portfolio
|
Q1 2025
Reduced 42.53%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
14,535
shares
|
$916,867
0.04% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
14,407
shares
|
$908,793
1.18% of portfolio
|
Q2 2022
Reduced 3.97%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
14,274
shares
|
$900,403
0.02% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
14,269
shares
|
$900,088
0.27% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
14,252
shares
|
$899,016
0.21% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
14,203
shares
|
$895,925
0.04% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
14,149
shares
|
$892,518
0.01% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
13,989
shares
|
$882,426
0.08% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
13,836
shares
|
$872,774
0.04% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
13,826
shares
|
$872,144
0.0% of portfolio
|
Q1 2024
Added 187.62%
|
|
|
Bank Of Nova Scotia Trust CO
|
Aug 13, 2025 Q2 2025 |
13,825
shares
|
$872,081
0.09% of portfolio
|
Q1 2025
Reduced 33.77%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
13,816
shares
|
$871,513
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
13,762
shares
|
$868,106
0.22% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
13,759
shares
|
$867,917
0.01% of portfolio
|
Q2 2025
Added 242.01%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
13,733
shares
|
$866,277
0.01% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
13,700
shares
|
$864,196
0.16% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
13,655
shares
|
$861,357
0.05% of portfolio
|
Q2 2025
Added 16.88%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
13,602
shares
|
$858,014
0.06% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
13,561
shares
|
$855,427
0.05% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
13,534
shares
|
$853,724
0.03% of portfolio
|
Q2 2025
Added 79.73%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
13,520
shares
|
$852,841
0.21% of portfolio
|
Q2 2025
Added 43.62%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
13,508
shares
|
$852,084
0.02% of portfolio
|
Q2 2025
Added 38.3%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
13,486
shares
|
$850,696
0.31% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
13,408
shares
|
$845,776
0.55% of portfolio
|
Q2 2025
New holding
|