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 |
---|---|---|---|---|---|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
1,300
shares
|
$82,004
0.08% of portfolio
|
Q2 2025
New holding
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,295
shares
|
$81,688
0.02% of portfolio
|
Q2 2025
Added 22.63%
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,280
shares
|
$80,742
0.13% of portfolio
|
Q2 2025
New holding
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,266
shares
|
$79,859
0.0% of portfolio
|
Q2 2025
New holding
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,227
shares
|
$77,399
0.03% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
1,210
shares
|
$76,326
0.02% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1,204
shares
|
$75,948
0.01% of portfolio
|
Q2 2025
Added 929.06%
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,197
shares
|
$75,506
0.01% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
1,175
shares
|
$74,119
0.03% of portfolio
|
Q1 2025
Added 42.42%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
1,162
shares
|
$73,298
0.0% of portfolio
|
Q2 2025
Reduced 37.49%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,137
shares
|
$71,721
0.18% of portfolio
|
Q2 2025
Added 1.16%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,135
shares
|
$71,595
0.0% of portfolio
|
Q2 2025
Reduced 24.83%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,117
shares
|
$70,460
0.01% of portfolio
|
Q3 2022
Added 5.28%
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
1,071
shares
|
$67,558
0.02% of portfolio
|
Q4 2024
New holding
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,070
shares
|
$67,495
0.03% of portfolio
|
Q2 2025
Reduced 73.9%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,063
shares
|
$67,054
0.02% of portfolio
|
Q2 2024
Reduced 53.03%
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,050
shares
|
$66,234
0.01% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,050
shares
|
$66,234
0.0% of portfolio
|
Q1 2021
Reduced 8.55%
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
1,042
shares
|
$65,729
0.04% of portfolio
|
Q2 2025
Added 618.62%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,000
shares
|
$63,080
0.03% of portfolio
|
Q1 2020
New holding
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,000
shares
|
$63,080
0.02% of portfolio
|
Q2 2023
Added 986.96%
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,000
shares
|
$63,080
0.03% of portfolio
|
Q2 2024
New holding
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
975
shares
|
$61,503
0.02% of portfolio
|
Q2 2025
New holding
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
973
shares
|
$61,376
0.02% of portfolio
|
Q2 2025
Reduced 96.86%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
972
shares
|
$61,313
0.02% of portfolio
|
Q2 2025
Added 683.87%
|