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 |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
16,532
shares
|
$927,941
0.02% of portfolio
|
Q4 2024
Added 118.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
16,518
shares
|
$927,155
0.03% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
16,427
shares
|
$922,047
0.05% of portfolio
|
Q4 2022
Reduced 47.92%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
16,371
shares
|
$918,904
0.3% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
16,300
shares
|
$914,919
0.12% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
16,291
shares
|
$914,413
0.06% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
16,227
shares
|
$910,821
0.8% of portfolio
|
Q4 2022
Reduced 4.82%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
16,209
shares
|
$909,811
0.16% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
16,182
shares
|
$908,295
0.18% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
16,116
shares
|
$904,591
0.38% of portfolio
|
Q1 2024
Added 12.97%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
16,101
shares
|
$903,749
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,090
shares
|
$903,131
0.6% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
16,078
shares
|
$902,458
0.07% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
16,058
shares
|
$901,335
0.01% of portfolio
|
Q4 2024
Added 36.1%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
16,034
shares
|
$899,988
0.37% of portfolio
|
Q4 2023
Added 1.71%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
15,995
shares
|
$897,799
0.09% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
15,946
shares
|
$895,048
0.52% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
15,858
shares
|
$890,109
0.03% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,824
shares
|
$888,201
0.06% of portfolio
|
Q4 2023
Reduced 2.45%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
15,809
shares
|
$887,359
0.79% of portfolio
|
Q4 2024
Added 48.43%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
15,745
shares
|
$883,766
0.35% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
15,737
shares
|
$883,317
0.2% of portfolio
|
Q4 2024
Added 25.96%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
15,635
shares
|
$877,592
0.02% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
15,528
shares
|
$871,586
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
15,510
shares
|
$870,576
0.03% of portfolio
|
Q4 2024
Reduced 6.31%
|