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 |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
68
shares
|
$4,289
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
62
shares
|
$3,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
62
shares
|
$3,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
57
shares
|
$3,595
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
57
shares
|
$3,595
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
54
shares
|
$3,406
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
52
shares
|
$3,280
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
52
shares
|
$3,280
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
51
shares
|
$3,217
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
51
shares
|
$3,217
0.0% of portfolio
|
Q1 2025
Reduced 98.78%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
50
shares
|
$3,154
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
50
shares
|
$3,154
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
49
shares
|
$3,090
0.0% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
47
shares
|
$2,964
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
44
shares
|
$2,775
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
42
shares
|
$2,649
0.0% of portfolio
|
Q1 2025
Reduced 81.0%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
42
shares
|
$2,649
0.0% of portfolio
|
Q2 2025
Added 55.56%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
38
shares
|
$2,397
0.0% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
37
shares
|
$2,333
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
36
shares
|
$2,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
35
shares
|
$2,207
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
35
shares
|
$2,207
0.0% of portfolio
|
Q3 2024
Reduced 75.52%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
33
shares
|
$2,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
32
shares
|
$2,018
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
31
shares
|
$1,955
0.0% of portfolio
|
Q2 2025
New holding
|