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 |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
4,323
shares
|
$254,105
0.05% of portfolio
|
Q3 2024
Reduced 96.16%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,312
shares
|
$253,459
0.09% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
4,304
shares
|
$252,989
0.14% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
4,287
shares
|
$251,989
0.0% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
4,285
shares
|
$251,872
0.01% of portfolio
|
Q1 2024
Reduced 31.82%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
4,285
shares
|
$251,872
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
4,269
shares
|
$250,931
0.02% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
4,264
shares
|
$250,637
0.11% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
4,264
shares
|
$250,637
0.02% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
4,254
shares
|
$250,050
0.03% of portfolio
|
Q3 2024
Reduced 17.48%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
4,242
shares
|
$249,344
0.05% of portfolio
|
Q2 2024
Reduced 41.43%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
4,200
shares
|
$246,876
0.05% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,168
shares
|
$244,995
0.01% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
4,148
shares
|
$243,819
0.21% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
4,144
shares
|
$243,584
0.04% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
4,133
shares
|
$242,937
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,123
shares
|
$242,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,093
shares
|
$240,586
0.05% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,091
shares
|
$240,468
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
4,076
shares
|
$239,587
0.0% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,066
shares
|
$238,999
0.03% of portfolio
|
Q2 2023
Added 1.68%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,065
shares
|
$238,940
0.01% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,064
shares
|
$238,881
0.0% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,044
shares
|
$237,706
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
4,018
shares
|
$236,178
0.12% of portfolio
|
Q1 2023
New holding
|