Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,307 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,659
shares
|
$93,683
0.01% of portfolio
|
Q3 2022
Reduced 18.11%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1,627
shares
|
$91,876
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,627
shares
|
$91,876
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
1,600
shares
|
$90,352
0.01% of portfolio
|
Q4 2024
Added 166.67%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,574
shares
|
$88,883
0.01% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,517
shares
|
$85,664
0.0% of portfolio
|
Q1 2024
Reduced 46.15%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
1,500
shares
|
$84,705
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,493
shares
|
$84,309
0.03% of portfolio
|
Q1 2023
Added 3.32%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,485
shares
|
$83,857
0.01% of portfolio
|
Q3 2023
Reduced 1.46%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,477
shares
|
$83,406
0.0% of portfolio
|
Q4 2024
Reduced 26.19%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
1,392
shares
|
$78,606
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,333
shares
|
$75,274
0.01% of portfolio
|
Q4 2024
Added 33.17%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,309
shares
|
$73,919
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,245
shares
|
$70,305
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,234
shares
|
$69,683
0.0% of portfolio
|
Q4 2024
Added 814.07%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,226
shares
|
$69,232
0.02% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
1,225
shares
|
$69,175
0.02% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,201
shares
|
$67,820
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
1,200
shares
|
$67,764
0.01% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,139
shares
|
$64,319
0.0% of portfolio
|
Q2 2023
Added 13.9%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,124
shares
|
$63,472
0.14% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,123
shares
|
$63,415
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,120
shares
|
$63,246
0.0% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,117
shares
|
$63,076
0.01% of portfolio
|
Q3 2022
Added 5.28%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,076
shares
|
$60,761
0.02% of portfolio
|
Q3 2024
Added 18.76%
|