Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,322 institutions that hold shares in the stock, with a total of 236 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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,310
shares
|
$326,246
0.01% of portfolio
|
Q1 2025
Added 28.08%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
5,273
shares
|
$323,973
0.04% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
5,240
shares
|
$321,945
0.09% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,218
shares
|
$320,593
0.02% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Absher Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,218
shares
|
$320,593
0.04% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
5,192
shares
|
$318,996
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
5,155
shares
|
$316,723
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
5,153
shares
|
$316,600
0.01% of portfolio
|
Q4 2024
Reduced 24.13%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
5,146
shares
|
$316,170
0.13% of portfolio
|
Q4 2023
Reduced 28.98%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
5,134
shares
|
$315,432
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
5,125
shares
|
$314,880
0.12% of portfolio
|
Q4 2023
Reduced 4.65%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
5,119
shares
|
$314,511
0.03% of portfolio
|
Q1 2025
Added 28.14%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
5,100
shares
|
$313,344
0.38% of portfolio
|
Q1 2025
Reduced 33.41%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
5,099
shares
|
$313,282
0.02% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
5,079
shares
|
$312,053
0.08% of portfolio
|
Q4 2024
Added 43.76%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
5,021
shares
|
$308,490
0.09% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
4,975
shares
|
$305,664
0.02% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
4,974
shares
|
$305,602
0.01% of portfolio
|
Q1 2025
Added 34.91%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,960
shares
|
$304,742
0.22% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,931
shares
|
$302,960
0.04% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
4,921
shares
|
$302,346
0.02% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,900
shares
|
$301,056
0.24% of portfolio
|
Q2 2021
Added 25.64%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
4,900
shares
|
$301,056
0.07% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Hummer Financial Advisory Services Inc
|
Apr 09, 2025 Q1 2025 |
4,860
shares
|
$298,598
0.24% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,855
shares
|
$298,291
0.11% of portfolio
|
Q1 2025
Reduced 7.52%
|