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 |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,050
shares
|
$58,936
0.0% of portfolio
|
Q1 2021
Reduced 8.55%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,021
shares
|
$57,308
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,000
shares
|
$56,130
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,000
shares
|
$56,130
0.02% of portfolio
|
Q2 2023
Added 986.96%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,000
shares
|
$56,130
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
994
shares
|
$55,793
0.01% of portfolio
|
Q4 2024
Added 721.49%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
994
shares
|
$55,793
0.04% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
950
shares
|
$53,323
0.01% of portfolio
|
Q1 2022
Reduced 7.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
948
shares
|
$53,211
0.0% of portfolio
|
Q4 2023
Added 29.86%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
948
shares
|
$53,211
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
945
shares
|
$53,042
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
900
shares
|
$50,517
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
882
shares
|
$49,506
0.01% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
840
shares
|
$47,149
0.01% of portfolio
|
Q4 2024
Added 90.91%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
828
shares
|
$46,475
0.0% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
825
shares
|
$46,307
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
809
shares
|
$45,409
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
791
shares
|
$44,398
0.01% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
766
shares
|
$42,995
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
756
shares
|
$42,434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
719
shares
|
$40,357
0.01% of portfolio
|
Q4 2022
Reduced 4.52%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
718
shares
|
$40,301
0.01% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
712
shares
|
$39,964
0.0% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
707
shares
|
$39,683
0.02% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
706
shares
|
$39,627
0.0% of portfolio
|
Q4 2024
New holding
|