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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
4,190
shares
|
$235,184
0.09% of portfolio
|
Q4 2024
Added 14864.29%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
4,169
shares
|
$234,005
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
4,163
shares
|
$233,669
0.04% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,146
shares
|
$232,714
0.01% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
4,134
shares
|
$232,041
0.02% of portfolio
|
Q4 2024
Reduced 15.36%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
4,119
shares
|
$231,199
0.04% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
4,107
shares
|
$230,525
0.04% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
4,096
shares
|
$229,908
0.02% of portfolio
|
Q4 2024
Reduced 22.07%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,093
shares
|
$229,740
0.05% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,066
shares
|
$228,224
0.03% of portfolio
|
Q2 2023
Added 1.68%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,065
shares
|
$228,168
0.01% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,044
shares
|
$226,989
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,042
shares
|
$226,877
0.1% of portfolio
|
Q4 2024
Added 9523.81%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
4,018
shares
|
$225,530
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
4,015
shares
|
$225,361
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,001
shares
|
$224,576
0.11% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
3,995
shares
|
$224,239
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
3,988
shares
|
$223,846
0.16% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
3,987
shares
|
$223,790
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,958
shares
|
$222,162
0.02% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,938
shares
|
$221,039
0.03% of portfolio
|
Q4 2024
Added 22.15%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
3,931
shares
|
$220,647
0.04% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
3,926
shares
|
$220,366
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
3,925
shares
|
$220,310
0.05% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,924
shares
|
$220,254
0.05% of portfolio
|
Q2 2022
Added 17.94%
|