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 |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
11,683
shares
|
$717,803
0.04% of portfolio
|
Q1 2025
Added 26.96%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,676
shares
|
$717,373
0.02% of portfolio
|
Q3 2022
Added 1.42%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
11,661
shares
|
$716,451
0.28% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
11,645
shares
|
$715,468
0.01% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
11,606
shares
|
$713,072
0.25% of portfolio
|
Q1 2025
Reduced 12.38%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
11,603
shares
|
$712,888
0.23% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
11,524
shares
|
$708,034
0.24% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
11,497
shares
|
$706,375
0.02% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
11,492
shares
|
$706,068
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,483
shares
|
$705,515
0.02% of portfolio
|
Q4 2024
Reduced 31.57%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,453
shares
|
$703,672
0.05% of portfolio
|
Q1 2025
Added 29.18%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
11,347
shares
|
$697,159
0.01% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
11,343
shares
|
$696,913
0.17% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
11,322
shares
|
$695,623
0.01% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
11,286
shares
|
$693,411
0.04% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
11,255
shares
|
$691,507
0.02% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
11,247
shares
|
$691,015
0.02% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,230
shares
|
$689,971
0.06% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
11,159
shares
|
$685,608
0.11% of portfolio
|
Q1 2025
Added 1022.64%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
11,142
shares
|
$684,564
0.08% of portfolio
|
Q3 2023
Added 1.0%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
11,118
shares
|
$683,089
0.12% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
10,923
shares
|
$671,109
0.06% of portfolio
|
Q1 2025
Added 17.28%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
10,898
shares
|
$669,573
1.43% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
10,832
shares
|
$665,518
0.03% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
10,768
shares
|
$661,585
0.0% of portfolio
|
Q4 2024
Reduced 3.24%
|