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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
690
shares
|
$38,729
0.02% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
688
shares
|
$38,617
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
673
shares
|
$37,775
0.0% of portfolio
|
Q2 2024
Reduced 5.08%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
664
shares
|
$37,270
0.0% of portfolio
|
Q1 2024
Added 7.44%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
660
shares
|
$37,045
0.0% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
636
shares
|
$35,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
634
shares
|
$35,586
0.01% of portfolio
|
Q2 2021
Reduced 98.21%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
617
shares
|
$34,632
0.0% of portfolio
|
Q2 2024
Added 54.25%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
613
shares
|
$34,407
0.0% of portfolio
|
Q4 2024
Reduced 23.57%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
609
shares
|
$34,183
0.0% of portfolio
|
Q4 2024
Reduced 51.63%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
600
shares
|
$33,678
0.0% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
594
shares
|
$33,341
0.02% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
592
shares
|
$33,228
0.01% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
575
shares
|
$32,274
0.02% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
563
shares
|
$31,601
0.0% of portfolio
|
Q1 2024
Reduced 10.06%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
556
shares
|
$31,208
0.0% of portfolio
|
Q2 2024
Reduced 41.9%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
545
shares
|
$30,590
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
543
shares
|
$30,478
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
530
shares
|
$29,748
0.0% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
522
shares
|
$29,299
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
517
shares
|
$29,019
0.01% of portfolio
|
Q4 2023
Added 7.71%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
512
shares
|
$28,738
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
509
shares
|
$28,570
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
500
shares
|
$28,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
500
shares
|
$28,065
0.01% of portfolio
|
Q4 2024
New holding
|