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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
18,654
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
18,645
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
18,588
shares
|
$1.1 Million
0.19% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
18,515
shares
|
$1.1 Million
0.28% of portfolio
|
Q3 2025
Reduced 14.77%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
18,455
shares
|
$1.09 Million
0.21% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
18,411
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
18,368
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2025
Added 172.24%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
18,276
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
18,249
shares
|
$1.08 Million
0.53% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
18,136
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2025
Added 29.64%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,547
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
17,536
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
17,516
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
17,510
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
17,473
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
17,440
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
17,340
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 61.8%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
17,242
shares
|
$1.02 Million
0.83% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
16,965
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
16,905
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
16,760
shares
|
$992,359
0.37% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
16,427
shares
|
$972,642
0.05% of portfolio
|
Q4 2022
Reduced 47.92%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
16,393
shares
|
$970,629
0.32% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
16,345
shares
|
$967,787
0.35% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,337
shares
|
$967,313
0.01% of portfolio
|
Q2 2025
Added 64.44%
|
|