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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
8,425
shares
|
$472,895
0.04% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
8,415
shares
|
$472,333
0.01% of portfolio
|
Q4 2024
Added 155.15%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,413
shares
|
$472,221
0.07% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
8,255
shares
|
$463,353
0.03% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
8,250
shares
|
$463,072
0.07% of portfolio
|
Q3 2023
Added 57.14%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,233
shares
|
$462,118
0.01% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
8,129
shares
|
$456,280
0.14% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
8,106
shares
|
$454,989
0.14% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
8,015
shares
|
$449,881
0.0% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
8,005
shares
|
$449,320
0.01% of portfolio
|
Q1 2024
Reduced 10.81%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
7,974
shares
|
$447,580
0.04% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
7,971
shares
|
$447,412
0.07% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
7,959
shares
|
$446,738
0.02% of portfolio
|
Q4 2024
Reduced 20.91%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
7,941
shares
|
$445,728
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
7,920
shares
|
$444,549
0.03% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
7,870
shares
|
$441,743
0.22% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
7,859
shares
|
$441,125
0.03% of portfolio
|
Q4 2024
Added 48.68%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
7,800
shares
|
$437,814
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,798
shares
|
$437,701
0.04% of portfolio
|
Q3 2023
Added 0.78%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
7,798
shares
|
$437,701
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
7,796
shares
|
$437,589
0.13% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Rbo & CO LLC
St Helena, CA |
Feb 14, 2025 Q4 2024 |
7,769
shares
|
$436,073
0.08% of portfolio
|
Q2 2024
Reduced 17.3%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Feb 13, 2025 Q4 2024 |
7,760
shares
|
$435,568
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,676
shares
|
$430,853
0.01% of portfolio
|
Q4 2024
Added 75.49%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
7,667
shares
|
$430,348
0.22% of portfolio
|
Q4 2024
Added 2.95%
|