Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,304 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
64,489
shares
|
$3.62 Million
0.16% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
64,430
shares
|
$3.62 Million
0.11% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
63,247
shares
|
$3.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
63,138
shares
|
$3.54 Million
0.72% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
62,386
shares
|
$3.5 Million
0.01% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
62,326
shares
|
$3.5 Million
0.7% of portfolio
|
Q4 2021
Added 9.42%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
61,192
shares
|
$3.43 Million
0.05% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
61,081
shares
|
$3.43 Million
0.13% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
61,039
shares
|
$3.43 Million
0.42% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
60,779
shares
|
$3.41 Million
0.22% of portfolio
|
Q4 2024
Added 58.12%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
59,685
shares
|
$3.35 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
59,150
shares
|
$3.32 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
59,111
shares
|
$3.32 Million
0.0% of portfolio
|
Q4 2024
Added 246.23%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
57,935
shares
|
$3.25 Million
0.13% of portfolio
|
Q4 2024
Added 41.03%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
56,860
shares
|
$3.19 Million
0.85% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
56,681
shares
|
$3.18 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
56,550
shares
|
$3.17 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
56,516
shares
|
$3.17 Million
2.13% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
56,138
shares
|
$3.15 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
56,115
shares
|
$3.15 Million
0.91% of portfolio
|
Q4 2024
Added 34.81%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
56,066
shares
|
$3.15 Million
2.21% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
56,041
shares
|
$3.15 Million
0.13% of portfolio
|
Q4 2024
Added 139.97%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
55,752
shares
|
$3.13 Million
1.66% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
55,596
shares
|
$3.12 Million
0.2% of portfolio
|
Q4 2024
Added 63.32%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
55,195
shares
|
$3.1 Million
1.26% of portfolio
|
Q4 2024
Reduced 1.34%
|