Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,321 institutions that hold shares in the stock, with a total of 237 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 |
|---|---|---|---|---|---|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
6,490
shares
|
$398,745
0.05% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
6,481
shares
|
$398,192
0.04% of portfolio
|
Q1 2025
Reduced 27.65%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
6,473
shares
|
$397,701
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
6,473
shares
|
$397,701
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
May 06, 2025 Q1 2025 |
6,465
shares
|
$397,209
0.13% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
6,454
shares
|
$396,533
0.07% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
6,454
shares
|
$396,533
0.01% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
6,410
shares
|
$393,830
0.16% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
6,399
shares
|
$393,154
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
6,396
shares
|
$392,970
0.16% of portfolio
|
Q2 2023
Added 7.42%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
6,366
shares
|
$391,127
0.03% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,361
shares
|
$390,819
0.02% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,359
shares
|
$390,696
0.02% of portfolio
|
Q3 2022
Added 6.09%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,353
shares
|
$390,328
0.02% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Apr 21, 2025 Q1 2025 |
6,316
shares
|
$388,055
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Mane Global Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,314
shares
|
$387,932
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
6,271
shares
|
$385,290
0.01% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
6,258
shares
|
$384,491
0.09% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
6,257
shares
|
$384,430
0.42% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
6,243
shares
|
$383,569
0.32% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
6,230
shares
|
$382,771
0.24% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,225
shares
|
$382,464
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
6,223
shares
|
$382,341
0.33% of portfolio
|
Q4 2024
Reduced 37.34%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
6,188
shares
|
$380,190
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
6,184
shares
|
$379,944
0.05% of portfolio
|
Q1 2025
Added 10.13%
|