Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,175 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Butensky & Cohen Financial Security, Inc
|
Apr 05, 2024 Q1 2024 |
97,402
shares
|
$5.33 Million
1.55% of portfolio
|
Q1 2024
Added 0.75%
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Apr 17, 2024 Q1 2024 |
95,724
shares
|
$5.24 Million
1.85% of portfolio
|
Q1 2024
Added 3.11%
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
95,579
shares
|
$5.23 Million
0.05% of portfolio
|
Q1 2024
Reduced 68.46%
|
|
Headinvest, LLC
Portland, ME |
Feb 12, 2024 Q4 2023 |
94,788
shares
|
$5.18 Million
0.98% of portfolio
|
Q4 2023
Added 11.37%
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Apr 26, 2024 Q1 2024 |
94,197
shares
|
$5.15 Million
0.6% of portfolio
|
Q1 2024
Added 13.67%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
93,298
shares
|
$5.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.32%
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 23, 2024 Q1 2024 |
89,871
shares
|
$4.92 Million
0.91% of portfolio
|
Q1 2024
Added 9.32%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
83,437
shares
|
$4.56 Million
0.0% of portfolio
|
Q1 2024
Added 57.04%
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
May 02, 2024 Q1 2024 |
81,970
shares
|
$4.48 Million
1.39% of portfolio
|
Q1 2024
Added 0.53%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
80,478
shares
|
$4.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.47%
|
|
Tevis Investment Management
|
Apr 16, 2024 Q1 2024 |
78,688
shares
|
$4.3 Million
3.39% of portfolio
|
Q1 2024
Added 14.15%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
78,584
shares
|
$4.3 Million
0.04% of portfolio
|
Q1 2024
Added 1.94%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
77,356
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
Bonness Enterprises Inc
|
Apr 12, 2024 Q1 2024 |
76,040
shares
|
$4.16 Million
1.39% of portfolio
|
Q2 2021
Added 8.72%
|
|
Stansberry Asset Management, LLC
New York, NY |
May 14, 2024 Q1 2024 |
75,784
shares
|
$4.15 Million
0.56% of portfolio
|
Q1 2024
Reduced 36.74%
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
75,722
shares
|
$4.14 Million
0.03% of portfolio
|
Q1 2024
Added 17.41%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
75,526
shares
|
$4.13 Million
0.14% of portfolio
|
Q1 2024
Reduced 3.07%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
75,435
shares
|
$4.13 Million
0.05% of portfolio
|
Q1 2024
Added 0.03%
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
75,384
shares
|
$4.12 Million
0.17% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Prosperity Consulting Group, LLC
|
May 01, 2024 Q1 2024 |
75,072
shares
|
$4.11 Million
0.46% of portfolio
|
Q1 2024
New holding
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 09, 2024 Q1 2024 |
74,981
shares
|
$4.1 Million
0.61% of portfolio
|
Q1 2024
Added 49.56%
|
|
New York State Common Retirement Fund
|
May 07, 2024 Q1 2024 |
74,899
shares
|
$4.1 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
74,242
shares
|
$4.06 Million
0.09% of portfolio
|
Q1 2024
Added 1.25%
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2024 Q1 2024 |
74,000
shares
|
$4.05 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
73,507
shares
|
$4.02 Million
0.03% of portfolio
|
Q1 2024
Added 20.49%
|