Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,330 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 $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
100
shares
|
$5,921
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
99
shares
|
$5,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
96
shares
|
$5,684
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
93
shares
|
$5,506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
87
shares
|
$5,151
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
75
shares
|
$4,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
71
shares
|
$4,203
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
70
shares
|
$4,144
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
60
shares
|
$3,552
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
57
shares
|
$3,374
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
57
shares
|
$3,374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
56
shares
|
$3,315
0.14% of portfolio
|
Q3 2025
Added 7519.64%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
52
shares
|
$3,078
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
52
shares
|
$3,078
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
51
shares
|
$3,019
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
50
shares
|
$2,960
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
50
shares
|
$2,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
50
shares
|
$2,960
0.0% of portfolio
|
Q3 2025
Reduced 31.51%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
49
shares
|
$2,901
0.0% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
49
shares
|
$2,901
0.0% of portfolio
|
Q3 2025
Added 28.95%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
47
shares
|
$2,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
44
shares
|
$2,605
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
42
shares
|
$2,486
0.0% of portfolio
|
Q1 2025
Reduced 81.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
38
shares
|
$2,249
0.0% of portfolio
|
Q3 2025
Reduced 25.49%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
37
shares
|
$2,190
0.0% of portfolio
|
Q3 2023
New holding
|
|