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 |
|---|---|---|---|---|---|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
179
shares
|
$10,598
0.01% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
175
shares
|
$10,361
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
175
shares
|
$10,361
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
169
shares
|
$10,006
0.0% of portfolio
|
Q3 2025
Reduced 82.61%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
162
shares
|
$9,592
0.0% of portfolio
|
Q3 2025
Added 26.56%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
160
shares
|
$9,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
150
shares
|
$8,881
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
149
shares
|
$8,822
0.0% of portfolio
|
Q3 2025
Reduced 95.42%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
133
shares
|
$7,874
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
129
shares
|
$7,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
128
shares
|
$7,578
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
128
shares
|
$7,578
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
128
shares
|
$7,578
0.0% of portfolio
|
Q3 2025
Reduced 23.35%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
125
shares
|
$7,401
0.0% of portfolio
|
Q2 2025
Reduced 26.04%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
124
shares
|
$7,342
0.0% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
121
shares
|
$7,164
0.0% of portfolio
|
Q1 2024
Added 202.5%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
119
shares
|
$7,045
0.03% of portfolio
|
Q3 2025
Reduced 67.04%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
113
shares
|
$6,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
111
shares
|
$6,572
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
109
shares
|
$6,453
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
108
shares
|
$6,394
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
102
shares
|
$6,039
0.0% of portfolio
|
Q1 2022
Reduced 17.74%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
100
shares
|
$5,921
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
100
shares
|
$5,921
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
96
shares
|
$5,684
0.02% of portfolio
|
Q3 2024
New holding
|
|