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 |
|---|---|---|---|---|---|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
12,879
shares
|
$791,285
1.1% of portfolio
|
Q1 2025
Reduced 15.95%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
12,831
shares
|
$788,336
0.16% of portfolio
|
Q1 2025
Added 22.19%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,753
shares
|
$783,544
0.02% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
12,691
shares
|
$779,735
0.29% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
12,690
shares
|
$779,673
0.01% of portfolio
|
Q3 2024
Reduced 29.7%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
12,657
shares
|
$777,646
0.06% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
12,649
shares
|
$777,154
0.03% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
12,609
shares
|
$774,696
0.02% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
12,334
shares
|
$757,800
0.04% of portfolio
|
Q1 2025
Reduced 82.42%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
12,299
shares
|
$755,650
0.17% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
May 14, 2025 Q1 2025 |
12,295
shares
|
$755,404
0.56% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
12,287
shares
|
$754,913
0.16% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Phraction Management LLC
Stamford, CT |
Apr 28, 2025 Q1 2025 |
12,280
shares
|
$754,483
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
12,269
shares
|
$753,807
0.07% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
12,248
shares
|
$752,517
0.16% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
12,140
shares
|
$745,881
0.16% of portfolio
|
Q1 2025
Added 496.85%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
12,117
shares
|
$744,468
0.01% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
12,048
shares
|
$740,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12,045
shares
|
$740,044
0.05% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
12,042
shares
|
$739,860
0.02% of portfolio
|
Q1 2025
Reduced 30.32%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
11,999
shares
|
$737,218
0.01% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
11,943
shares
|
$733,777
0.0% of portfolio
|
Q1 2025
Reduced 18.32%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,835
shares
|
$727,142
0.0% of portfolio
|
Q4 2024
Reduced 90.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,825
shares
|
$726,528
0.01% of portfolio
|
Q2 2024
Reduced 22.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
11,825
shares
|
$726,528
0.07% of portfolio
|
Q4 2024
Added 262.62%
|