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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
10,183
shares
|
$642,343
0.01% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
10,158
shares
|
$640,766
0.09% of portfolio
|
Q4 2022
Added 3.33%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,148
shares
|
$640,135
0.18% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
10,130
shares
|
$639,000
0.0% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
10,095
shares
|
$636,792
0.49% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
10,066
shares
|
$634,963
0.1% of portfolio
|
Q1 2025
Added 49.75%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
10,045
shares
|
$633,638
0.26% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
10,039
shares
|
$633,260
0.05% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$630,800
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
9,961
shares
|
$628,339
0.04% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
9,893
shares
|
$624,050
0.02% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
9,761
shares
|
$615,723
0.19% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,751
shares
|
$615,093
0.0% of portfolio
|
Q2 2023
Reduced 1.16%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
9,692
shares
|
$611,371
0.02% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
9,687
shares
|
$611,055
0.06% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
9,663
shares
|
$609,542
0.11% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
9,602
shares
|
$605,694
0.01% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
9,590
shares
|
$604,937
0.01% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
9,490
shares
|
$598,629
0.62% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
9,466
shares
|
$597,115
0.06% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,440
shares
|
$595,475
0.01% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
9,433
shares
|
$595,033
0.04% of portfolio
|
Q2 2025
Added 33.37%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
9,411
shares
|
$593,645
0.07% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
9,403
shares
|
$593,141
0.24% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
9,399
shares
|
$592,888
0.04% of portfolio
|
Q2 2025
Reduced 1.27%
|