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 |
|---|---|---|---|---|---|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
5,671
shares
|
$332,377
0.12% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
5,665
shares
|
$332,025
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
5,647
shares
|
$330,970
0.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
5,615
shares
|
$329,095
0.21% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,608
shares
|
$328,684
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
5,569
shares
|
$326,399
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,552
shares
|
$325,402
0.01% of portfolio
|
Q3 2022
Added 2.38%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
5,521
shares
|
$323,585
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,504
shares
|
$322,589
0.05% of portfolio
|
Q3 2024
Added 48.8%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
5,500
shares
|
$322,355
0.0% of portfolio
|
Q3 2024
Added 32.56%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
5,461
shares
|
$320,069
0.01% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
5,455
shares
|
$319,717
0.13% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
5,446
shares
|
$319,190
0.09% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
5,423
shares
|
$317,842
0.02% of portfolio
|
Q4 2023
Reduced 1.72%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
5,401
shares
|
$316,552
0.02% of portfolio
|
Q3 2024
Added 28.96%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
5,398
shares
|
$316,376
0.01% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
5,394
shares
|
$316,142
0.28% of portfolio
|
Q1 2024
Reduced 13.7%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
5,379
shares
|
$315,263
0.3% of portfolio
|
Q3 2022
Reduced 3.93%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
5,369
shares
|
$314,677
0.08% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
5,363
shares
|
$314,325
0.04% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
5,355
shares
|
$313,856
0.02% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,341
shares
|
$313,036
0.03% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
5,336
shares
|
$312,742
0.02% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
5,304
shares
|
$310,867
0.11% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
5,286
shares
|
$309,812
0.02% of portfolio
|
Q3 2024
Reduced 21.71%
|