Institutional Ownership Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL). We have compiled data on the 1,305 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 $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
40
shares
|
$2,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
40
shares
|
$2,240
0.0% of portfolio
|
Q4 2024
Reduced 80.77%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
37
shares
|
$2,072
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
36
shares
|
$2,016
0.0% of portfolio
|
Q4 2024
Reduced 68.14%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
35
shares
|
$1,960
0.0% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
35
shares
|
$1,960
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
35
shares
|
$1,960
0.0% of portfolio
|
Q3 2024
Reduced 75.52%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
33
shares
|
$1,848
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
30
shares
|
$1,680
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
29
shares
|
$1,624
0.0% of portfolio
|
Q3 2024
Reduced 45.28%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
27
shares
|
$1,512
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
26
shares
|
$1,456
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
25
shares
|
$1,400
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
23
shares
|
$1,288
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
22
shares
|
$1,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
21
shares
|
$1,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
20
shares
|
$1,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
18
shares
|
$1,008
0.0% of portfolio
|
Q1 2024
Added 794.44%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
17
shares
|
$952
0.0% of portfolio
|
Q4 2023
Reduced 96.44%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
17
shares
|
$952
0.0% of portfolio
|
Q4 2024
Reduced 91.94%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
15
shares
|
$840
0.0% of portfolio
|
Q4 2024
Reduced 97.32%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
13
shares
|
$728
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
11
shares
|
$616
0.0% of portfolio
|
Q2 2024
Reduced 90.09%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
10
shares
|
$560
0.0% of portfolio
|
Q1 2021
Reduced 92.13%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
10
shares
|
$560
0.0% of portfolio
|
Q1 2021
New holding
|