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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
4,208
shares
|
$258,539
0.1% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
4,206
shares
|
$258,416
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
4,201
shares
|
$258,109
0.0% of portfolio
|
Q1 2025
Reduced 97.94%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
4,200
shares
|
$258,048
0.07% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,197
shares
|
$257,863
0.04% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
4,190
shares
|
$257,433
0.07% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
4,163
shares
|
$255,774
0.04% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
4,123
shares
|
$253,317
0.11% of portfolio
|
Q1 2025
Reduced 34.91%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
4,119
shares
|
$253,071
0.04% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
4,107
shares
|
$252,334
0.2% of portfolio
|
Q1 2025
Reduced 98.32%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
4,096
shares
|
$251,658
0.02% of portfolio
|
Q4 2024
Reduced 22.07%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,093
shares
|
$251,473
0.05% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,066
shares
|
$249,815
0.03% of portfolio
|
Q2 2023
Added 1.68%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,065
shares
|
$249,753
0.01% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,044
shares
|
$248,463
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
4,042
shares
|
$248,340
0.1% of portfolio
|
Q4 2024
Added 9523.81%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
4,023
shares
|
$247,173
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
4,018
shares
|
$246,865
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
4,015
shares
|
$246,681
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,013
shares
|
$246,558
0.19% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,001
shares
|
$245,821
0.11% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
4,000
shares
|
$245,760
0.01% of portfolio
|
Q1 2025
Reduced 33.55%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
3,995
shares
|
$245,452
0.02% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
3,992
shares
|
$245,268
0.05% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
3,987
shares
|
$244,961
0.01% of portfolio
|
Q1 2024
New holding
|