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 |
|---|---|---|---|---|---|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
5,725
shares
|
$351,744
0.09% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
5,721
shares
|
$351,498
0.04% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
5,710
shares
|
$350,822
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
5,696
shares
|
$349,962
0.06% of portfolio
|
Q1 2025
Reduced 13.38%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
5,639
shares
|
$346,460
0.12% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
5,639
shares
|
$346,460
0.26% of portfolio
|
Q1 2025
Added 41.4%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
5,619
shares
|
$345,231
0.09% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,608
shares
|
$344,555
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,604
shares
|
$344,309
0.09% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,598
shares
|
$343,941
0.01% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,552
shares
|
$341,114
0.01% of portfolio
|
Q3 2022
Added 2.38%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
5,485
shares
|
$336,998
0.06% of portfolio
|
Q4 2024
Reduced 18.44%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,469
shares
|
$336,015
0.05% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
5,452
shares
|
$334,970
0.06% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
5,438
shares
|
$334,110
0.21% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
5,418
shares
|
$332,881
0.02% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
5,388
shares
|
$331,038
0.04% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
5,383
shares
|
$330,731
0.25% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
May 05, 2025 Q1 2025 |
5,380
shares
|
$330,547
0.27% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
5,379
shares
|
$330,485
0.3% of portfolio
|
Q3 2022
Reduced 3.93%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
5,338
shares
|
$327,966
0.03% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
5,327
shares
|
$327,290
0.02% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
5,324
shares
|
$327,106
0.17% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
5,321
shares
|
$326,922
0.01% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,310
shares
|
$326,246
0.01% of portfolio
|
Q1 2025
Added 28.08%
|