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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
8,730
shares
|
$511,665
0.03% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
8,703
shares
|
$510,082
0.26% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
8,692
shares
|
$509,438
0.2% of portfolio
|
Q3 2024
Reduced 87.79%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,677
shares
|
$508,558
0.06% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
8,630
shares
|
$505,804
0.0% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,535
shares
|
$500,236
0.02% of portfolio
|
Q2 2020
Reduced 4.69%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
8,531
shares
|
$500,001
0.04% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
8,496
shares
|
$497,950
0.04% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
8,485
shares
|
$497,305
0.03% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
8,469
shares
|
$496,368
0.18% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
8,469
shares
|
$496,368
0.04% of portfolio
|
Q2 2024
Reduced 18.9%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
8,434
shares
|
$494,316
0.02% of portfolio
|
Q4 2022
Reduced 12.46%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
8,434
shares
|
$494,316
0.32% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
8,395
shares
|
$492,030
0.01% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
8,389
shares
|
$491,679
0.05% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,314
shares
|
$487,283
0.01% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
8,300
shares
|
$486,463
0.39% of portfolio
|
Q1 2024
Reduced 17.0%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
8,250
shares
|
$483,532
0.08% of portfolio
|
Q3 2023
Added 57.14%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,233
shares
|
$482,536
0.01% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
8,206
shares
|
$480,953
0.02% of portfolio
|
Q3 2024
Reduced 25.72%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
8,190
shares
|
$480,015
0.1% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
8,154
shares
|
$477,905
0.16% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
8,083
shares
|
$473,744
0.09% of portfolio
|
Q3 2024
Reduced 55.69%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
8,069
shares
|
$472,924
0.04% of portfolio
|
Q3 2024
Reduced 15.05%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
8,051
shares
|
$471,869
0.04% of portfolio
|
Q3 2024
Reduced 6.36%
|