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 |
|---|---|---|---|---|---|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
11,620
shares
|
$652,230
0.3% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
11,605
shares
|
$651,388
0.15% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
11,492
shares
|
$645,045
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
11,485
shares
|
$644,653
0.05% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,483
shares
|
$644,540
0.02% of portfolio
|
Q4 2024
Reduced 31.57%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
11,456
shares
|
$643,025
0.26% of portfolio
|
Q4 2024
Added 218.93%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
11,455
shares
|
$642,969
0.22% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
11,361
shares
|
$637,692
0.25% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
11,338
shares
|
$636,401
0.02% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
11,319
shares
|
$635,335
0.03% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
11,247
shares
|
$631,294
0.02% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
11,142
shares
|
$625,400
0.08% of portfolio
|
Q3 2023
Added 1.0%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
11,118
shares
|
$624,053
0.12% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
10,930
shares
|
$613,500
0.02% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
10,898
shares
|
$611,704
1.43% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
10,832
shares
|
$608,000
0.03% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
10,768
shares
|
$604,407
0.0% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
10,745
shares
|
$603,116
0.53% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
10,714
shares
|
$601,376
0.0% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
10,692
shares
|
$600,141
0.57% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
10,671
shares
|
$598,963
0.19% of portfolio
|
Q1 2024
Added 17.82%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
10,651
shares
|
$597,840
0.06% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
10,583
shares
|
$594,023
0.05% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
10,572
shares
|
$593,406
0.02% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,533
shares
|
$591,217
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|