Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,307 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 |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
20,354
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,261
shares
|
$1.14 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
20,086
shares
|
$1.13 Million
0.25% of portfolio
|
Q2 2023
Added 15.34%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
20,048
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
20,038
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
19,932
shares
|
$1.13 Million
0.34% of portfolio
|
Q4 2024
Added 29.71%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
19,930
shares
|
$1.13 Million
0.44% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
19,887
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2023
Added 10.72%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
19,839
shares
|
$1.12 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
19,823
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
19,733
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2022
Added 41.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
19,657
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
19,548
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2022
Reduced 11.11%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
19,498
shares
|
$1.1 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
19,489
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
19,261
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 23.95%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
19,260
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
19,215
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
19,137
shares
|
$1.08 Million
0.53% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
19,093
shares
|
$1.08 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
18,975
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2024
Added 14.14%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
18,874
shares
|
$1.07 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
18,827
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
18,781
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
18,754
shares
|
$1.06 Million
0.2% of portfolio
|
Q4 2024
Added 15.69%
|