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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
956
shares
|
$60,304
0.01% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
950
shares
|
$59,926
0.01% of portfolio
|
Q1 2022
Reduced 7.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
948
shares
|
$59,799
0.0% of portfolio
|
Q4 2023
Added 29.86%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
907
shares
|
$57,213
0.03% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
900
shares
|
$56,772
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
884
shares
|
$55,762
0.0% of portfolio
|
Q2 2025
Reduced 22.79%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
882
shares
|
$55,636
0.01% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
875
shares
|
$55,195
0.01% of portfolio
|
Q2 2025
Reduced 87.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
828
shares
|
$52,230
0.0% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
823
shares
|
$51,914
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
813
shares
|
$51,284
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
809
shares
|
$51,031
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
773
shares
|
$48,760
0.01% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
736
shares
|
$46,426
0.01% of portfolio
|
Q2 2025
Added 79.08%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
722
shares
|
$45,543
0.04% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
718
shares
|
$45,291
0.01% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
717
shares
|
$45,228
0.02% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
700
shares
|
$44,156
0.02% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
May 13, 2025 Q1 2025 |
691
shares
|
$43,588
0.0% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
688
shares
|
$43,399
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
676
shares
|
$42,642
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
669
shares
|
$42,200
0.0% of portfolio
|
Q2 2025
Added 531.13%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
650
shares
|
$41,002
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
640
shares
|
$40,371
0.0% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
635
shares
|
$40,055
0.01% of portfolio
|
Q1 2025
Added 0.16%
|