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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,249
shares
|
$133,163
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
2,222
shares
|
$131,564
0.01% of portfolio
|
Q3 2025
Reduced 14.24%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,207
shares
|
$130,676
0.02% of portfolio
|
Q2 2025
Added 35.65%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
2,203
shares
|
$130,439
0.0% of portfolio
|
Q4 2024
Added 28.76%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,028
shares
|
$120,077
0.0% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,944
shares
|
$115,104
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,936
shares
|
$114,630
0.01% of portfolio
|
Q3 2025
Reduced 25.16%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,925
shares
|
$113,979
0.02% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,852
shares
|
$109,656
0.06% of portfolio
|
Q2 2022
Reduced 34.51%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,831
shares
|
$108,413
0.01% of portfolio
|
Q3 2025
Added 148.78%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,774
shares
|
$105,038
0.04% of portfolio
|
Q3 2022
Reduced 18.4%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,763
shares
|
$104,387
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,742
shares
|
$103,143
0.02% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,735
shares
|
$102,729
0.01% of portfolio
|
Q3 2025
Added 183.03%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,659
shares
|
$98,229
0.01% of portfolio
|
Q3 2022
Reduced 18.11%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
1,561
shares
|
$92,426
0.09% of portfolio
|
Q3 2025
Reduced 48.55%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,493
shares
|
$88,400
0.03% of portfolio
|
Q1 2023
Added 3.32%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,491
shares
|
$88,282
0.01% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,485
shares
|
$87,926
0.01% of portfolio
|
Q3 2023
Reduced 1.46%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,481
shares
|
$87,690
0.06% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,477
shares
|
$87,453
0.0% of portfolio
|
Q4 2024
Reduced 26.19%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,422
shares
|
$84,196
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
1,392
shares
|
$82,420
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,300
shares
|
$76,973
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,297
shares
|
$76,795
0.02% of portfolio
|
Q3 2025
Added 5.7%
|
|