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 |
|---|---|---|---|---|---|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
14,621
shares
|
$865,709
0.08% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,546
shares
|
$861,268
0.2% of portfolio
|
Q1 2025
Reduced 42.53%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
14,407
shares
|
$853,038
1.18% of portfolio
|
Q2 2022
Reduced 3.97%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
14,321
shares
|
$847,946
0.19% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
14,269
shares
|
$844,867
0.27% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,145
shares
|
$837,525
0.01% of portfolio
|
Q3 2025
Added 26.1%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
13,978
shares
|
$827,637
0.02% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
13,935
shares
|
$825,091
0.1% of portfolio
|
Q3 2025
Reduced 53.1%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
13,844
shares
|
$819,703
0.07% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
13,836
shares
|
$819,229
0.04% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
13,833
shares
|
$819,051
0.02% of portfolio
|
Q3 2025
Reduced 21.66%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
13,826
shares
|
$818,637
0.0% of portfolio
|
Q1 2024
Added 187.62%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
13,816
shares
|
$818,045
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
13,779
shares
|
$815,854
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
13,653
shares
|
$808,394
0.02% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
13,614
shares
|
$806,084
0.05% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
13,476
shares
|
$797,913
0.19% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
13,411
shares
|
$794,065
0.29% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
13,332
shares
|
$789,387
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,257
shares
|
$784,946
0.04% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
13,252
shares
|
$784,650
0.03% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
13,237
shares
|
$783,762
0.0% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
13,182
shares
|
$780,506
0.12% of portfolio
|
Q3 2025
Reduced 19.23%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
13,093
shares
|
$775,236
0.04% of portfolio
|
Q3 2025
Added 30.42%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
13,092
shares
|
$775,177
0.03% of portfolio
|
Q1 2025
Reduced 1.77%
|
|