Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,094 institutions that hold shares in the stock, with a total of 237 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
40,161
shares
|
$2.38 Million
0.47% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
40,080
shares
|
$2.37 Million
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
39,484
shares
|
$2.34 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
39,309
shares
|
$2.33 Million
0.47% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
39,201
shares
|
$2.32 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
38,713
shares
|
$2.29 Million
0.11% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
37,661
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
37,600
shares
|
$2.23 Million
0.2% of portfolio
|
Q1 2025
Reduced 18.44%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
37,587
shares
|
$2.23 Million
0.33% of portfolio
|
Q3 2025
Added 128.51%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
37,251
shares
|
$2.21 Million
0.27% of portfolio
|
Q4 2022
Added 1.19%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
37,220
shares
|
$2.2 Million
1.02% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
37,166
shares
|
$2.2 Million
0.06% of portfolio
|
Q4 2023
Reduced 1.83%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
36,970
shares
|
$2.19 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
36,816
shares
|
$2.18 Million
0.07% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
36,646
shares
|
$2.17 Million
0.31% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
36,563
shares
|
$2.16 Million
0.07% of portfolio
|
Q3 2025
Reduced 20.91%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
36,124
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Added 112.22%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
36,095
shares
|
$2.14 Million
0.19% of portfolio
|
Q2 2023
Added 2.06%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
36,017
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
35,562
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2025
Added 33.26%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
35,459
shares
|
$2.1 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
35,276
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
35,247
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2025
Added 84.37%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
35,055
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 58.34%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
34,490
shares
|
$2.04 Million
0.08% of portfolio
|
Q3 2025
Added 0.17%
|
|