Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,207 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First Personal Financial Services
|
Jul 29, 2024 Q2 2024 |
177,298
shares
|
$11.5 Million
2.21% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
173,635
shares
|
$11.3 Million
0.39% of portfolio
|
Q2 2024
Added 1.29%
|
|
Nicholas Company, Inc.
|
Jul 24, 2024 Q2 2024 |
173,550
shares
|
$11.3 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
171,843
shares
|
$11.2 Million
0.19% of portfolio
|
Q2 2024
Added 2696.01%
|
|
American Assets Investment Management, LLC
|
Jul 31, 2024 Q2 2024 |
170,000
shares
|
$11 Million
0.89% of portfolio
|
Q3 2017
New holding
|
|
Clean Yield Group
|
Jul 10, 2024 Q2 2024 |
169,513
shares
|
$11 Million
3.67% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
167,794
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2024
Added 18.74%
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2024 Q2 2024 |
166,195
shares
|
$10.8 Million
0.18% of portfolio
|
Q2 2024
Reduced 84.49%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
164,607
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2024
Added 14.34%
|
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
Aug 01, 2024 Q2 2024 |
164,080
shares
|
$10.7 Million
0.47% of portfolio
|
Q2 2024
Added 4.3%
|
|
Kornitzer Capital Management Inc
|
Aug 02, 2024 Q2 2024 |
162,942
shares
|
$10.6 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Ycg, LLC
|
Aug 06, 2024 Q2 2024 |
162,668
shares
|
$10.6 Million
0.75% of portfolio
|
Q2 2024
Reduced 44.01%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
162,051
shares
|
$10.5 Million
0.04% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
161,259
shares
|
$10.5 Million
0.76% of portfolio
|
Q2 2024
Added 3.74%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
159,169
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
Martin Capital Partners, LLC
|
Jul 15, 2024 Q2 2024 |
155,576
shares
|
$10.1 Million
3.46% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
154,083
shares
|
$10 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 14, 2024 Q2 2024 |
152,751
shares
|
$9.92 Million
7.45% of portfolio
|
Q2 2024
Reduced 6.12%
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
149,996
shares
|
$9.74 Million
0.72% of portfolio
|
Q2 2024
Added 2.34%
|
|
Guardian Capital LP
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
149,669
shares
|
$9.72 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
148,937
shares
|
$9.67 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.44%
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 12, 2024 Q2 2024 |
148,886
shares
|
$9.67 Million
0.1% of portfolio
|
Q2 2024
Added 29.27%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 12, 2024 Q2 2024 |
147,881
shares
|
$9.61 Million
0.3% of portfolio
|
Q2 2021
Added 32.04%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
147,494
shares
|
$9.58 Million
0.01% of portfolio
|
Q3 2022
Added 0.01%
|
|
Prio Wealth Limited Partnership
Boston, MA |
Sep 10, 2024 Q2 2024 |
146,024
shares
|
$9.49 Million
0.24% of portfolio
|
Q2 2024
New holding
|