Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,318 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
950
shares
|
$57,921
0.01% of portfolio
|
Q1 2022
Reduced 7.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
948
shares
|
$57,799
0.0% of portfolio
|
Q4 2023
Added 29.86%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
900
shares
|
$54,873
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
896
shares
|
$54,629
0.03% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
886
shares
|
$54,019
0.02% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
882
shares
|
$53,775
0.01% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
828
shares
|
$50,483
0.0% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
813
shares
|
$49,568
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
809
shares
|
$49,324
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
773
shares
|
$47,129
0.01% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
768
shares
|
$46,824
0.04% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
731
shares
|
$44,569
0.0% of portfolio
|
Q1 2025
Reduced 93.31%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
718
shares
|
$43,776
0.01% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
717
shares
|
$43,715
0.02% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
700
shares
|
$42,679
0.02% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
699
shares
|
$42,618
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mondrian Investment Partners LTD
London, X0 |
May 13, 2025 Q1 2025 |
691
shares
|
$42,130
0.0% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
688
shares
|
$41,947
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
676
shares
|
$41,215
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
664
shares
|
$40,484
0.0% of portfolio
|
Q1 2024
Added 7.44%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
635
shares
|
$38,715
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
618
shares
|
$37,679
0.03% of portfolio
|
Q1 2025
Added 209.0%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
600
shares
|
$36,582
0.0% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
600
shares
|
$36,582
0.0% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
597
shares
|
$36,399
0.02% of portfolio
|
Q1 2025
Added 0.51%
|