Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,276 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 $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
10,898
shares
|
$638,731
1.43% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
10,897
shares
|
$638,673
0.04% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
10,865
shares
|
$636,797
0.17% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
10,855
shares
|
$636,211
0.04% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
10,723
shares
|
$628,475
0.22% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
10,683
shares
|
$626,130
0.07% of portfolio
|
Q3 2024
Added 49.08%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
10,671
shares
|
$625,427
0.19% of portfolio
|
Q1 2024
Added 17.82%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 19, 2024 Q2 2024 |
10,654
shares
|
$624,430
0.51% of portfolio
|
Q1 2024
Added 1.93%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
10,651
shares
|
$624,255
0.6% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,606
shares
|
$621,617
0.0% of portfolio
|
Q3 2024
Reduced 85.86%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,602
shares
|
$621,383
0.04% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
10,601
shares
|
$621,324
0.14% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
10,558
shares
|
$618,804
0.26% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
10,545
shares
|
$618,042
0.03% of portfolio
|
Q3 2024
Added 30.25%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
10,540
shares
|
$617,749
0.02% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
10,476
shares
|
$613,998
0.03% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
10,462
shares
|
$613,177
0.12% of portfolio
|
Q4 2023
Added 1.46%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
10,432
shares
|
$611,419
0.06% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,357
shares
|
$607,023
0.0% of portfolio
|
Q2 2024
Reduced 21.17%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
10,246
shares
|
$600,518
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,218
shares
|
$598,876
0.6% of portfolio
|
Q3 2024
Reduced 44.82%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
10,179
shares
|
$596,591
0.01% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
10,158
shares
|
$595,360
0.09% of portfolio
|
Q4 2022
Added 3.33%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,145
shares
|
$594,598
0.03% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
10,131
shares
|
$593,777
0.1% of portfolio
|
Q3 2024
New holding
|