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 |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
4,225
shares
|
$266,513
0.05% of portfolio
|
Q2 2025
Reduced 22.97%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
4,217
shares
|
$266,008
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,215
shares
|
$265,882
0.02% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
4,208
shares
|
$265,440
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
4,203
shares
|
$265,125
0.0% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
4,154
shares
|
$262,034
0.06% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
4,111
shares
|
$259,321
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
4,107
shares
|
$259,069
0.04% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,093
shares
|
$258,186
0.05% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,066
shares
|
$256,483
0.03% of portfolio
|
Q2 2023
Added 1.68%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,065
shares
|
$256,420
0.01% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
4,059
shares
|
$256,041
0.11% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,044
shares
|
$255,095
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
4,023
shares
|
$253,770
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
4,018
shares
|
$253,455
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,007
shares
|
$252,761
0.1% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
4,000
shares
|
$252,320
0.01% of portfolio
|
Q1 2025
Reduced 33.55%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
3,995
shares
|
$252,004
0.02% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
3,960
shares
|
$249,796
0.02% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
3,953
shares
|
$249,355
0.02% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,929
shares
|
$247,841
0.02% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
3,927
shares
|
$247,715
0.05% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,924
shares
|
$247,525
0.05% of portfolio
|
Q2 2022
Added 17.94%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
3,921
shares
|
$247,336
0.04% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
3,889
shares
|
$245,318
0.02% of portfolio
|
Q2 2025
Reduced 32.02%
|