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 |
|---|---|---|---|---|---|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 29, 2025 Q2 2025 |
94,571
shares
|
$5.97 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Tevis Investment Management
|
Aug 01, 2025 Q2 2025 |
93,615
shares
|
$5.91 Million
3.76% of portfolio
|
Q2 2025
Added 13.78%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
93,607
shares
|
$5.9 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
93,113
shares
|
$5.87 Million
0.0% of portfolio
|
Q2 2025
Added 165.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
91,707
shares
|
$5.78 Million
0.02% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
90,260
shares
|
$5.69 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
88,327
shares
|
$5.57 Million
2.43% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
87,852
shares
|
$5.54 Million
0.01% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
86,777
shares
|
$5.47 Million
0.86% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
85,061
shares
|
$5.37 Million
0.0% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
84,353
shares
|
$5.32 Million
0.51% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
84,154
shares
|
$5.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 29.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
83,033
shares
|
$5.24 Million
0.04% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
82,887
shares
|
$5.23 Million
0.61% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
82,175
shares
|
$5.18 Million
0.18% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
81,277
shares
|
$5.13 Million
0.01% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
80,890
shares
|
$5.1 Million
1.09% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
79,714
shares
|
$5.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
79,405
shares
|
$5.01 Million
0.16% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
79,380
shares
|
$5.01 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
78,110
shares
|
$4.93 Million
0.09% of portfolio
|
Q2 2025
Added 112.97%
|
|
|
Bonness Enterprises Inc
|
Jul 16, 2025 Q2 2025 |
76,040
shares
|
$4.8 Million
1.53% of portfolio
|
Q2 2021
Added 8.72%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
75,309
shares
|
$4.75 Million
0.02% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
74,618
shares
|
$4.71 Million
3.88% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
74,389
shares
|
$4.69 Million
0.08% of portfolio
|
Q2 2025
Reduced 19.06%
|