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 |
|---|---|---|---|---|---|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
8,005
shares
|
$469,173
0.01% of portfolio
|
Q1 2024
Reduced 10.81%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
7,948
shares
|
$465,832
0.0% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
7,942
shares
|
$465,480
0.32% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,843
shares
|
$459,678
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
7,800
shares
|
$457,158
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,798
shares
|
$457,040
0.04% of portfolio
|
Q3 2023
Added 0.78%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 13, 2024 Q3 2024 |
7,769
shares
|
$455,341
0.09% of portfolio
|
Q2 2024
Reduced 17.3%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,724
shares
|
$452,703
0.03% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
7,679
shares
|
$450,066
0.08% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
7,663
shares
|
$449,128
0.01% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
7,660
shares
|
$448,952
0.02% of portfolio
|
Q3 2024
Reduced 99.56%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
7,648
shares
|
$448,249
0.03% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
7,627
shares
|
$447,018
0.02% of portfolio
|
Q4 2023
Reduced 0.82%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
7,595
shares
|
$445,142
0.06% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
7,583
shares
|
$444,439
0.01% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
7,500
shares
|
$439,575
0.12% of portfolio
|
Q4 2023
Added 7.14%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
7,484
shares
|
$438,637
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
7,447
shares
|
$436,468
0.22% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
7,418
shares
|
$434,768
0.29% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
7,394
shares
|
$433,362
0.01% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
7,387
shares
|
$432,952
0.08% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
7,341
shares
|
$430,256
0.04% of portfolio
|
Q2 2023
Reduced 0.12%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
7,317
shares
|
$428,849
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
7,252
shares
|
$425,039
0.01% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
7,239
shares
|
$424,277
0.01% of portfolio
|
Q2 2024
Reduced 0.4%
|