Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,347 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
5,892
shares
|
$371,667
0.03% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
5,886
shares
|
$371,288
0.28% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,869
shares
|
$370,216
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
5,841
shares
|
$368,450
0.11% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
5,813
shares
|
$366,684
0.06% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
5,802
shares
|
$365,990
0.1% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
5,793
shares
|
$365,422
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,781
shares
|
$364,665
0.01% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
5,750
shares
|
$362,710
0.06% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
5,745
shares
|
$362,394
0.02% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
5,708
shares
|
$360,060
0.02% of portfolio
|
Q2 2025
Reduced 58.61%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,675
shares
|
$357,979
0.07% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
5,641
shares
|
$355,834
0.11% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
5,637
shares
|
$355,581
0.04% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,608
shares
|
$353,752
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,604
shares
|
$353,500
0.09% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5,597
shares
|
$353,058
0.01% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
5,585
shares
|
$352,301
0.14% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,552
shares
|
$350,220
0.01% of portfolio
|
Q3 2022
Added 2.38%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
5,542
shares
|
$349,589
0.07% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
5,525
shares
|
$348,517
0.02% of portfolio
|
Q2 2025
Reduced 21.86%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
5,438
shares
|
$343,029
0.03% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
5,425
shares
|
$342,209
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
5,396
shares
|
$340,379
0.04% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,383
shares
|
$339,559
0.0% of portfolio
|
Q2 2025
Added 6.85%
|