Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,317 institutions that hold shares in the stock, with a total of 212 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,281
shares
|
$78,704
0.01% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
1,227
shares
|
$75,386
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
1,225
shares
|
$75,264
0.03% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
1,200
shares
|
$73,728
0.01% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,197
shares
|
$73,543
0.01% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
1,175
shares
|
$72,192
0.03% of portfolio
|
Q1 2025
Added 42.42%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,145
shares
|
$70,348
0.01% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,139
shares
|
$69,980
0.0% of portfolio
|
Q2 2023
Added 13.9%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,124
shares
|
$69,058
0.2% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,123
shares
|
$68,997
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,120
shares
|
$68,812
0.0% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,117
shares
|
$68,628
0.01% of portfolio
|
Q3 2022
Added 5.28%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
1,076
shares
|
$66,109
0.02% of portfolio
|
Q3 2024
Added 18.76%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,071
shares
|
$65,802
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,063
shares
|
$65,310
0.02% of portfolio
|
Q2 2024
Reduced 53.03%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
1,056
shares
|
$64,880
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,050
shares
|
$64,512
0.0% of portfolio
|
Q1 2021
Reduced 8.55%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,021
shares
|
$62,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,000
shares
|
$61,440
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
1,000
shares
|
$61,440
0.02% of portfolio
|
Q2 2023
Added 986.96%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$61,440
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
950
shares
|
$58,368
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
950
shares
|
$58,368
0.01% of portfolio
|
Q1 2022
Reduced 7.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
948
shares
|
$58,245
0.0% of portfolio
|
Q4 2023
Added 29.86%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
896
shares
|
$55,050
0.03% of portfolio
|
Q1 2025
Reduced 5.49%
|