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 |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
38,845
shares
|
$2.18 Million
0.45% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
38,644
shares
|
$2.17 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
38,546
shares
|
$2.16 Million
0.09% of portfolio
|
Q4 2024
Added 27.97%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
38,271
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Added 43.6%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
37,985
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
37,958
shares
|
$2.13 Million
0.2% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
37,936
shares
|
$2.13 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
37,759
shares
|
$2.12 Million
0.05% of portfolio
|
Q4 2024
Added 28.37%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
37,437
shares
|
$2.1 Million
0.11% of portfolio
|
Q4 2024
Added 39.32%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
37,251
shares
|
$2.09 Million
0.27% of portfolio
|
Q4 2022
Added 1.19%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
37,166
shares
|
$2.09 Million
0.06% of portfolio
|
Q4 2023
Reduced 1.83%
|
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
36,709
shares
|
$2.06 Million
2.47% of portfolio
|
Q4 2024
Reduced 59.1%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
36,700
shares
|
$2.06 Million
0.71% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
36,547
shares
|
$2.05 Million
0.17% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
36,095
shares
|
$2.03 Million
0.19% of portfolio
|
Q2 2023
Added 2.06%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
36,017
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
35,898
shares
|
$2.01 Million
0.08% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
35,597
shares
|
$2 Million
0.49% of portfolio
|
Q2 2024
Added 13.43%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
35,548
shares
|
$2 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
35,459
shares
|
$1.99 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
35,333
shares
|
$1.98 Million
0.13% of portfolio
|
Q4 2024
Added 357.44%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
35,220
shares
|
$1.98 Million
0.19% of portfolio
|
Q4 2024
Added 86.08%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
34,902
shares
|
$1.96 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
34,900
shares
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
34,755
shares
|
$1.95 Million
0.56% of portfolio
|
Q4 2024
Added 1.15%
|