Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,278 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 $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
7,205
shares
|
$430,426
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
7,147
shares
|
$426,961
0.11% of portfolio
|
Q3 2024
Added 25.36%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
7,145
shares
|
$426,842
0.1% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
7,124
shares
|
$425,587
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,073
shares
|
$422,541
0.04% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
7,032
shares
|
$420,091
0.04% of portfolio
|
Q2 2024
Added 7.59%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
7,029
shares
|
$419,912
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
7,014
shares
|
$419,016
0.03% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
7,012
shares
|
$418,896
0.02% of portfolio
|
Q2 2024
Added 20.78%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
7,009
shares
|
$418,717
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
7,000
shares
|
$418,180
0.14% of portfolio
|
Q1 2023
Reduced 22.22%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
6,952
shares
|
$415,312
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
6,926
shares
|
$413,759
0.12% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,830
shares
|
$408,024
0.05% of portfolio
|
Q2 2024
Reduced 9.12%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
6,819
shares
|
$407,367
0.2% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
6,819
shares
|
$407,367
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
6,792
shares
|
$405,754
0.01% of portfolio
|
Q3 2024
Added 34.36%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
6,725
shares
|
$401,751
0.08% of portfolio
|
Q1 2024
Reduced 5.61%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
6,634
shares
|
$396,315
0.01% of portfolio
|
Q3 2024
Reduced 37.88%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
6,625
shares
|
$395,777
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
6,619
shares
|
$395,419
0.02% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
6,606
shares
|
$394,642
0.2% of portfolio
|
Q2 2024
Added 6.1%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,606
shares
|
$394,642
0.0% of portfolio
|
Q4 2022
Reduced 0.09%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
6,593
shares
|
$393,865
0.06% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,570
shares
|
$392,491
0.04% of portfolio
|
Q3 2024
Added 1.56%
|