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 |
|---|---|---|---|---|---|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
13,863
shares
|
$778,130
0.16% of portfolio
|
Q4 2024
Reduced 36.7%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
13,845
shares
|
$777,119
0.04% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
13,826
shares
|
$776,053
0.0% of portfolio
|
Q1 2024
Added 187.62%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
13,816
shares
|
$775,492
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
13,779
shares
|
$773,415
0.05% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
13,731
shares
|
$770,721
0.31% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
13,670
shares
|
$767,297
0.41% of portfolio
|
Q4 2024
Added 10.8%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
13,654
shares
|
$766,399
0.03% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
13,602
shares
|
$763,480
0.05% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
13,562
shares
|
$761,235
0.16% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
13,541
shares
|
$760,056
0.01% of portfolio
|
Q4 2024
Reduced 43.24%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
13,496
shares
|
$757,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
13,328
shares
|
$748,100
0.03% of portfolio
|
Q4 2024
Reduced 25.27%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
13,312
shares
|
$747,202
0.14% of portfolio
|
Q4 2024
Added 14.19%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,257
shares
|
$744,115
0.04% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
13,246
shares
|
$743,497
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
13,237
shares
|
$742,992
0.0% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
13,176
shares
|
$739,568
0.26% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
13,077
shares
|
$734,012
0.53% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
13,005
shares
|
$729,970
0.01% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
13,000
shares
|
$729,690
0.04% of portfolio
|
Q3 2022
Reduced 13.33%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
13,000
shares
|
$729,690
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
12,999
shares
|
$729,633
0.05% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
12,799
shares
|
$718,407
0.03% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,753
shares
|
$715,825
0.02% of portfolio
|
Q4 2024
Reduced 2.31%
|