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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
692
shares
|
$40,973
0.0% of portfolio
|
Q3 2025
Added 46.3%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
688
shares
|
$40,736
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
676
shares
|
$40,025
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
672
shares
|
$39,789
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
645
shares
|
$38,190
0.01% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
636
shares
|
$37,657
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
618
shares
|
$36,591
0.02% of portfolio
|
Q3 2025
Added 32.05%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
603
shares
|
$35,703
0.02% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
600
shares
|
$35,526
0.0% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
600
shares
|
$35,526
0.0% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
592
shares
|
$35,052
0.01% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
556
shares
|
$32,920
0.0% of portfolio
|
Q2 2024
Reduced 41.9%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
553
shares
|
$32,743
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
545
shares
|
$32,269
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
521
shares
|
$30,848
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
517
shares
|
$30,611
0.01% of portfolio
|
Q4 2023
Added 7.71%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
514
shares
|
$30,433
0.0% of portfolio
|
Q3 2025
Added 141.31%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
512
shares
|
$30,315
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
500
shares
|
$29,605
0.0% of portfolio
|
Q1 2025
Reduced 56.1%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
500
shares
|
$29,605
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
498
shares
|
$29,486
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
476
shares
|
$28,183
0.0% of portfolio
|
Q3 2025
Added 108.77%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
474
shares
|
$28,065
0.0% of portfolio
|
Q2 2022
Reduced 61.12%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
473
shares
|
$28,006
0.01% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
470
shares
|
$27,828
0.0% of portfolio
|
Q4 2025
Reduced 11.32%
|
|