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 |
|---|---|---|---|---|---|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
May 05, 2025 Q1 2025 |
3,681
shares
|
$226,160
0.26% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
3,673
shares
|
$225,669
0.02% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,672
shares
|
$225,607
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,657
shares
|
$224,686
0.01% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,656
shares
|
$224,624
0.05% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
3,655
shares
|
$224,563
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,649
shares
|
$224,194
0.01% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
3,648
shares
|
$224,133
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
3,609
shares
|
$221,736
0.09% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
3,589
shares
|
$220,508
0.07% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,576
shares
|
$219,709
0.03% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
3,576
shares
|
$219,709
0.09% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
3,566
shares
|
$219,095
0.01% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
3,539
shares
|
$217,436
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
3,535
shares
|
$217,190
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
3,526
shares
|
$216,637
0.02% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
3,511
shares
|
$215,715
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
3,500
shares
|
$215,040
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
3,461
shares
|
$212,643
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
3,454
shares
|
$212,213
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
3,396
shares
|
$208,650
0.16% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
3,385
shares
|
$207,974
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
3,381
shares
|
$207,728
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,369
shares
|
$206,991
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
3,368
shares
|
$206,929
0.05% of portfolio
|
Q1 2025
Reduced 14.19%
|