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 |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
9,287
shares
|
$570,593
0.08% of portfolio
|
Q1 2025
Added 32.65%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
9,269
shares
|
$569,487
0.01% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
9,241
shares
|
$567,767
0.13% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
9,185
shares
|
$564,326
0.04% of portfolio
|
Q2 2023
Reduced 27.94%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
9,175
shares
|
$563,712
0.22% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
9,164
shares
|
$563,036
0.02% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
9,138
shares
|
$561,438
0.15% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
9,118
shares
|
$560,209
0.06% of portfolio
|
Q1 2025
Reduced 42.99%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
9,032
shares
|
$554,926
0.06% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
9,016
shares
|
$553,943
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
8,970
shares
|
$551,116
0.0% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
8,961
shares
|
$550,563
0.32% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
8,939
shares
|
$549,212
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
8,914
shares
|
$547,676
0.25% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
8,892
shares
|
$546,324
0.04% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
8,880
shares
|
$545,587
0.01% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
8,874
shares
|
$545,218
0.04% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
8,835
shares
|
$542,822
0.15% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
8,812
shares
|
$541,409
0.12% of portfolio
|
Q1 2023
Added 37.45%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,775
shares
|
$539,136
0.08% of portfolio
|
Q4 2024
Added 18.79%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
8,748
shares
|
$537,477
0.48% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
8,725
shares
|
$536,064
0.15% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
8,721
shares
|
$535,818
0.03% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
8,703
shares
|
$534,712
0.26% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
8,657
shares
|
$531,886
0.01% of portfolio
|
Q1 2025
Reduced 47.63%
|