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 |
|---|---|---|---|---|---|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
6,019
shares
|
$356,384
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
6,017
shares
|
$356,266
0.02% of portfolio
|
Q3 2025
Added 25.09%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
5,935
shares
|
$351,411
0.02% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,897
shares
|
$349,161
0.07% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
5,886
shares
|
$348,510
0.26% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,869
shares
|
$347,503
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,861
shares
|
$347,029
0.04% of portfolio
|
Q3 2025
Added 27.61%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
5,841
shares
|
$345,845
0.1% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
5,818
shares
|
$344,483
0.09% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
5,793
shares
|
$343,003
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
5,780
shares
|
$342,233
0.23% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
5,760
shares
|
$341,049
0.06% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
5,745
shares
|
$340,161
0.02% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
5,738
shares
|
$339,746
0.01% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,730
shares
|
$339,273
0.01% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
5,659
shares
|
$335,069
0.06% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
5,658
shares
|
$335,010
0.0% of portfolio
|
Q3 2025
Reduced 69.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,608
shares
|
$332,049
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
5,585
shares
|
$330,687
0.12% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,552
shares
|
$328,733
0.01% of portfolio
|
Q3 2022
Added 2.38%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
5,544
shares
|
$328,260
0.03% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
5,515
shares
|
$326,543
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
5,500
shares
|
$325,655
0.0% of portfolio
|
Q3 2025
Reduced 96.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,483
shares
|
$324,648
0.01% of portfolio
|
Q3 2025
Added 62.56%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
5,424
shares
|
$321,155
0.03% of portfolio
|
Q3 2025
Added 31.94%
|
|