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Unilever (UL) Institutional Ownership

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$64.09 +0.29 (+0.46%)
Closing price 03:59 PM Eastern
Extended Trading
$64.04 -0.06 (-0.09%)
As of 05:54 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Unilever (NYSE:UL)

Current
Institutional Ownership
Percentage
9.67%
Number of
Institutional Buyers
(last 12 months)
610
Total
Institutional Inflows
(last 12 months)
$2.54B
Number of
Institutional Sellers
(last 12 months)
781
Total
Institutional Outflows
(last 12 months)
$2.25B
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UL Institutional Buying and Selling by Quarter

Unilever Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2026Todd Asset Management LLC95,495$5.74M0.1%-11.3%0.004%
8/4/2026Atlantic Family Wealth LLC3,373$203K0.1%N/A0.000%
8/4/2026Chilton Capital Management LLC1,475$89K0.0%-24.6%0.000%
8/4/2026River Wealth Advisors LLC10,881$654K0.1%-4.9%0.001%
8/4/2026SmartHarvest Portfolios LLC8,489$510K0.2%+59.0%0.000%
8/4/2026Choreo LLC56,994$3.43M0.0%+5.8%0.003%
8/4/2026Acumen Wealth Advisors LLC3,288$198K0.0%-94.2%0.000%
8/4/2026Ascent Group LLC8,542$514K0.0%-6.3%0.000%
8/4/2026Everstar Asset Management LLC17,444$1.05M0.5%+23.8%0.001%
8/3/2026Everett Harris & Co. CA1,418,743$85.30M1.0%+0.8%0.066%
8/3/2026Pinnacle Associates Ltd.36,793$2.21M0.0%-1.2%0.002%
8/3/2026 Beacon Bank & Trust42,436$2.55M0.3%-12.0%0.002%
8/3/2026ProVise Management Group LLC207,550$12.48M0.8%+0.8%0.010%
8/3/2026Oppenheimer Asset Management Inc.630,098$37.88M0.4%+1.3%0.029%
8/3/2026Bryn Mawr Trust Advisors LLC5,398$325K0.0%-3.3%0.000%
8/3/2026Oppenheimer & Co. Inc.29,087$1.75M0.0%-10.9%0.001%
8/3/2026Vontobel Holding Ltd.18,802$1.13M0.0%-2.2%0.001%
8/3/2026Lowe Brockenbrough & Co. Inc.138,103$8.30M0.4%+4.5%0.006%
8/3/2026Jennison Associates LLC8,490$510K0.0%-98.9%0.000%
8/3/2026Riverview Trust Co2,233$134K0.2%N/A0.000%
8/3/2026Lester Murray Antman dba SimplyRich30,646$1.84M0.4%+9.2%0.001%
7/10/2026 Northside Capital Management LLC98,614$5.93M0.5%-27.8%0.005%
7/10/2026 Butensky & Cohen Financial Security Inc.86,756$5.22M1.3%+3.3%0.004%
7/10/2026 Cardinal Capital Management Inc.441,818$26.56M0.6%+6.3%0.020%
7/10/2026 Diversified Management Inc.6,436$387K0.1%-82.8%0.000%
7/10/2026 Salvus Wealth Management LLC18,427$1.11M0.6%+29.6%0.001%
7/10/2026 Carolina Wealth Advisors LLC37,516$2.26M0.9%-1.7%0.002%
7/10/2026 Community Financial Services Group LLC3,543$216K0.0%+11.6%0.000%
7/10/2026 Fulton Bank N.A.34,531$2.08M0.1%+0.8%0.002%
7/9/2026 Harrell Investment Partners LLC14,898$896K0.2%+23.7%0.001%
7/9/2026 First Bank & Trust24,894$1.50M0.2%-4.2%0.001%
7/9/2026 Franklin Street Advisors Inc. NC5,642$339K0.0%+14.9%0.000%
7/9/2026 Contravisory Investment Management Inc.554$33K0.0%-65.8%0.000%
7/9/2026 HF Advisory Group LLC43,377$2.61M0.8%+21.2%0.002%
7/9/2026 GoalVest Advisory LLC17,173$1.03M0.2%+2.7%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.18,170$1.09M0.0%+2.3%0.001%
7/9/2026 Breakwater Capital Group6,583$396K0.0%-21.4%0.000%
7/9/2026 Valeo Financial Advisors LLC10,245$616K0.0%+6.7%0.000%
7/8/2026 Gradient Investments LLC86,208$5.18M0.1%+12.8%0.004%
7/8/2026 Rockland Trust Co.162,239$9.75M0.4%+20.3%0.007%
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7/8/2026 Beacon Bank & Trust42,436$2.55M0.5%-12.0%0.002%
7/8/2026 Foresight Capital Management Advisors Inc.54,738$3.29M1.6%+10.0%0.003%
7/8/2026 Eldred Rock Partners LLC182,828$10.99M2.4%-0.2%0.008%
7/8/2026 Trust Point Inc.10,860$653K0.1%-16.2%0.001%
7/8/2026 Cooper Financial Group4,120$248K0.0%N/A0.000%
7/8/2026 Meriwether Wealth & Planning LLC16,521$993K0.5%+3.4%0.001%
7/8/2026 NerdWallet Wealth Partners LLC3,466$208K0.1%N/A0.000%
7/7/2026 Hamlin Capital Management LLC2,722,721$163.69M3.7%+11.6%0.126%
7/7/2026 Dynamic Advisor Solutions LLC60,884$3.66M0.1%+5.9%0.003%
7/7/2026 Martin Capital Partners LLC106,785$6.42M2.4%+1.3%0.005%
7/7/2026 GAMMA Investing LLC22,077$1.33M0.0%+46.4%0.001%
7/7/2026 Avior Wealth Management LLC17,769$1.07M0.0%+68.7%0.001%
7/7/2026 Arlington Partners LLC4,841$291K0.5%+22.5%0.000%
7/7/2026 Sandy Cove Advisors LLC10,969$659K0.2%+2.3%0.001%
7/7/2026 CoreCap Advisors LLC560$34K0.0%-43.8%0.000%
7/2/2026 Versant Capital Management Inc10,194$613K0.1%-17.8%0.000%
7/1/2026 Confluence Investment Management LLC16,848$1.01M0.0%+9.3%0.001%
7/1/2026 Eastern Bank16,440$988K0.0%-75.7%0.001%
6/16/2026Empowered Funds LLC106,770$6.08M0.0%+8.5%0.005%
6/3/2026Parallel Advisors LLC22,199$1.27M0.0%-1.9%0.001%
6/3/2026NewEdge Advisors LLC156,124$8.89M0.0%-2.0%0.007%
5/27/2026 Allen Capital Group LLC87,709$5.00M0.4%+8.9%0.004%
5/26/2026Glenmede Trust Co. NA35,374$2.02M0.0%-1.3%0.002%
5/26/2026 Axiom Investment Management LLC5,221$297K0.2%N/A0.000%
5/21/2026Essential Partners LLC602$34K0.0%+125.5%0.000%
5/19/2026Eley Financial Management Inc18,606$1.06M0.4%+1.8%0.001%
5/19/2026 Paragon Private Wealth Management LLC5,054$288K0.1%+51.4%0.000%
5/19/2026Bank of America Corp DE6,661,426$379.50M0.0%+16.4%0.305%
5/19/2026Centaurus Financial Inc.6,360$362K0.0%-34.3%0.000%
5/19/2026Strategic Investment Advisors MI13,460$767K0.1%N/A0.001%
5/19/2026Arkadios Wealth Advisors31,179$1.78M0.0%+135.1%0.001%
5/19/2026Opal Capital LLC42,108$2.40M0.4%+53.0%0.002%
5/18/2026 Guardian Partners Inc.44,618$2.55M0.2%-2.5%0.002%
5/18/2026Parvin Asset Management LLC3,567$203K0.1%-4.7%0.000%
5/18/2026 EverSource Wealth Advisors LLC8,605$490K0.0%+102.2%0.000%
5/18/2026Empire Financial Management Company LLC7,040$401K0.1%-45.5%0.000%
5/18/2026Royal Bank of Canada3,403,807$193.92M0.0%+13.6%0.156%
5/18/2026Eley Financial Management Inc20,076$1.20M0.4%+9.8%0.001%
5/18/2026Empowered Funds LLC106,770$6.08M0.0%+8.5%0.005%
5/18/2026Evelyn Partners Asset Management Ltd90,070$5.13M1.3%+1.4%0.004%
5/16/2026Quantinno Capital Management LP360,274$20.53M0.0%+13.3%0.016%
5/16/2026Lazard Asset Management LLC2,794,600$159.21M0.3%+674.2%0.128%
5/15/2026Gateway Wealth Partners LLC4,907$280K0.0%N/A0.000%
5/15/202644 Wealth Management LLC34,282$1.95M0.7%-1.8%0.002%
5/15/2026Van Diest Capital LLC10,954$624K0.5%+219.1%0.001%
5/15/2026Wealth Alliance LLC28,584$1.63M0.2%+33.0%0.001%
5/14/2026Renaissance Technologies LLC1,177,936$67.11M0.1%N/A0.054%
5/14/2026Bollard Group LLC15,314$872K0.0%-2.2%0.001%
5/14/2026Gabelli Funds LLC51,577$2.94M0.0%-6.4%0.002%
5/14/2026Gamco Investors INC. ET AL9,362$533K0.0%-2.6%0.000%
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5/14/2026Compound Planning Inc.26,976$1.54M0.0%-17.0%0.001%
5/14/2026Modern Wealth Management LLC11,901$667K0.0%+1.9%0.001%
5/14/2026Keebeck Wealth Management4,151$238K0.0%N/A0.000%
5/14/2026Arrowstreet Capital Limited Partnership18,619$1.06M0.0%+67.6%0.001%
5/14/2026Liberty One Investment Management LLC90,571$5.16M0.5%+28.8%0.004%
5/14/2026Aspen Grove Capital LLC4,087$236K0.0%-10.9%0.000%
5/14/2026 Dickmeyer Boyce Financial Management Inc.8,860$505K0.3%N/A0.000%
5/14/2026Gibbs Wealth Management28,262$1.61M0.2%+50.6%0.001%
5/14/2026Sei Investments Co.432,737$24.65M0.0%+2.2%0.020%
5/14/2026Lido Advisors LLC33,556$1.92M0.0%+54.0%0.002%


UL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,296 institutional investors and hedge funds held shares of Unilever. The most heavily invested institutionals were Wellington Management Group LLP ($2.06B), Fisher Asset Management LLC ($1.35B), GQG Partners LLC ($589.83M), Morgan Stanley ($572.64M), State Farm Mutual Automobile Insurance Co. ($400.41M), Bank of America Corp DE ($379.50M), and Clearbridge Investments LLC ($361.26M).Learn more on Unilever's institutional investors.

9.67% of Unilever's stock is owned by institutional investors. Learn more on UL's institutional investor holdings.

Of the 996 institutional investors that purchased Unilever's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($7.10M), Wellington Management Group LLP ($6.36M), Fisher Asset Management LLC ($5.28M), Barrow Hanley Mewhinney & Strauss LLC ($4.11M), Raymond James Financial Inc. ($3.68M), Clearbridge Investments LLC ($3.29M), and Jennison Associates LLC ($3.26M).

Institutional investors have bought a total of 39,179,504 shares in the last 24 months. This purchase volume represents approximately $2.54B in transactions.

Of the 779 institutional investors that sold Unilever's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lazard Asset Management LLC ($4.16M), Jennison Associates LLC ($3.15M), Wellington Management Group LLP ($3.11M), Fisher Asset Management LLC ($1.88M), Bank of Montreal Can ($1.42M), Clearbridge Investments LLC ($1.21M), and Morgan Stanley ($886.65K).

Institutional investors have sold a total of 34,214,302 shares in the last 24 months. This volume of shares sold represents approximately $2.25B in transactions.


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This page (NYSE:UL) was last updated on 8/4/2026 by MarketBeat.com Staff.
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