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 |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
11,567
shares
|
$684,882
0.04% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Boit C F David
Boston, MA |
Jan 15, 2026 Q4 2025 |
11,555
shares
|
$684,171
0.31% of portfolio
|
Q4 2025
Reduced 11.12%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
11,492
shares
|
$680,441
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
11,453
shares
|
$678,132
0.05% of portfolio
|
Q1 2025
Added 29.18%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
11,403
shares
|
$675,171
0.2% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
11,376
shares
|
$673,572
0.44% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
11,347
shares
|
$671,855
0.01% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
11,284
shares
|
$668,125
0.3% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
11,247
shares
|
$665,934
0.0% of portfolio
|
Q3 2025
Added 27.26%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,230
shares
|
$664,928
0.06% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
11,210
shares
|
$663,744
0.07% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,210
shares
|
$663,744
0.02% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
11,208
shares
|
$663,625
0.05% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
11,105
shares
|
$657,527
0.28% of portfolio
|
Q3 2025
Reduced 79.25%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
11,077
shares
|
$655,869
0.01% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
10,898
shares
|
$645,270
1.43% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
10,791
shares
|
$638,935
0.04% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
10,762
shares
|
$637,218
0.13% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,758
shares
|
$636,981
0.0% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
10,731
shares
|
$635,382
0.05% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
10,691
shares
|
$633,014
0.03% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
10,671
shares
|
$631,829
0.19% of portfolio
|
Q1 2024
Added 17.82%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
10,607
shares
|
$628,040
0.01% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
10,596
shares
|
$627,389
0.39% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
10,578
shares
|
$626,323
0.07% of portfolio
|
Q3 2025
Added 3.8%
|
|