Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,278 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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,009
shares
|
$235,649
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,987
shares
|
$234,355
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
3,985
shares
|
$234,238
0.05% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
3,949
shares
|
$232,122
0.01% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,924
shares
|
$230,652
0.05% of portfolio
|
Q2 2022
Added 17.94%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
3,883
shares
|
$228,242
0.14% of portfolio
|
Q2 2024
Reduced 7.17%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,867
shares
|
$227,302
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
3,862
shares
|
$227,008
0.04% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
3,849
shares
|
$226,244
0.22% of portfolio
|
Q1 2024
Reduced 13.89%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,823
shares
|
$224,715
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
3,799
shares
|
$223,305
0.02% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
3,799
shares
|
$223,305
0.04% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
3,798
shares
|
$223,246
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
3,760
shares
|
$221,012
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
3,750
shares
|
$220,425
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,746
shares
|
$220,189
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,743
shares
|
$220,013
0.01% of portfolio
|
Q3 2024
Reduced 21.63%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
3,735
shares
|
$219,543
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
3,682
shares
|
$216,427
0.02% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
3,679
shares
|
$216,251
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
3,667
shares
|
$215,546
0.06% of portfolio
|
Q3 2024
Reduced 31.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,661
shares
|
$215,193
0.01% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
3,636
shares
|
$213,724
0.18% of portfolio
|
Q3 2024
Added 31.22%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
3,633
shares
|
$213,547
0.11% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
3,632
shares
|
$213,488
0.22% of portfolio
|
Q3 2024
New holding
|