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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,133
shares
|
$244,714
0.01% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
4,119
shares
|
$243,885
0.07% of portfolio
|
Q3 2025
Added 17.52%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
4,095
shares
|
$242,464
0.02% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,093
shares
|
$242,346
0.05% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,066
shares
|
$240,747
0.03% of portfolio
|
Q2 2023
Added 1.68%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,065
shares
|
$240,688
0.01% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
4,056
shares
|
$240,155
0.01% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,044
shares
|
$239,445
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
4,018
shares
|
$237,905
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
4,000
shares
|
$236,840
0.01% of portfolio
|
Q1 2025
Reduced 33.55%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
3,997
shares
|
$236,662
0.05% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
3,995
shares
|
$236,543
0.02% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
3,975
shares
|
$235,359
0.02% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
3,966
shares
|
$234,826
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,924
shares
|
$232,340
0.05% of portfolio
|
Q2 2022
Added 17.94%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
3,913
shares
|
$231,688
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,885
shares
|
$230,030
0.01% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
3,883
shares
|
$229,912
0.11% of portfolio
|
Q2 2024
Reduced 7.17%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,872
shares
|
$229,261
0.0% of portfolio
|
Q3 2025
Reduced 33.02%
|
|
|
Augustine Asset Management Inc
|
Jan 16, 2026 Q4 2025 |
3,820
shares
|
$226,182
0.05% of portfolio
|
Q4 2025
Reduced 11.57%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,812
shares
|
$225,708
0.06% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
3,804
shares
|
$225,234
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,801
shares
|
$225,057
0.01% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,798
shares
|
$224,879
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
3,790
shares
|
$224,405
0.04% of portfolio
|
Q3 2025
New holding
|
|