Unilever (UL) Institutional Ownership

$60.74

+1.66 (+2.81%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 9.67%
Number of Institutional Buyers (last 12 months): 597
Total Institutional Inflows (last 12 months): $1.66B

Number of Institutional Sellers (last 12 months): 565
Total Institutional Outflows (last 12 months): $1.37B

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UL Institutional Buying and Selling by Quarter

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Unilever Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Checchi Capital Advisers LLC	17,259	$949K	0.0%	-1.8%	0.001%
7/26/2024	Harbour Investments Inc.	3,034	$167K	0.0%	-11.5%	0.000%
7/26/2024	Patriot Financial Group Insurance Agency LLC	14,123	$777K	0.1%	+9.5%	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	93,243	$5.13M	0.0%	-4.9%	0.004%
7/26/2024	Atomi Financial Group Inc.	21,106	$1.16M	0.1%	+77.1%	0.001%
7/26/2024	Atlantic Edge Private Wealth Management LLC	3,086	$170K	0.1%	+27.3%	0.000%
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7/26/2024	Summit Securities Group LLC	1,348	$74K	0.0%	-97.1%	0.000%
7/26/2024	Dearborn Partners LLC	14,108	$776K	0.0%	+5.5%	0.001%
7/26/2024	Allspring Global Investments Holdings LLC	989,050	$54.39M	0.1%	+2.0%	0.040%
7/26/2024	Cohen Investment Advisors LLC	8,393	$462K	0.3%	+10.4%	0.000%
7/26/2024	Bailard Inc.	15,014	$826K	0.0%	+1.2%	0.001%
7/26/2024	Verdence Capital Advisors LLC	36,273	$2.00M	0.2%	-4.0%	0.001%
7/26/2024	Bank of New York Mellon Corp	698,382	$38.40M	0.0%	+1.6%	0.028%
7/25/2024	apricus wealth LLC	61,862	$3.40M	2.4%	-4.6%	0.002%
7/25/2024	Raymond James Trust N.A.	51,412	$2.83M	0.1%	-17.2%	0.002%
7/25/2024	Highland Capital Management LLC	31,982	$1.76M	0.1%	-7.6%	0.001%
7/25/2024	Independence Bank of Kentucky	2,785	$153K	0.0%	-6.7%	0.000%
7/25/2024	Optas LLC	5,701	$313K	0.1%	+5.8%	0.000%
7/25/2024	Fullcircle Wealth LLC	56,161	$3.18M	1.4%	N/A	0.002%
7/25/2024	Kanawha Capital Management LLC	55,944	$3.08M	0.2%	-1.3%	0.002%
7/25/2024	Destination Wealth Management	135,674	$7.46M	0.2%	-1.1%	0.005%
7/25/2024	Atlantic Union Bankshares Corp	5,754	$316K	0.0%	-13.1%	0.000%
7/25/2024	Capital Insight Partners LLC	42,491	$2.34M	0.4%	-1.2%	0.002%
7/24/2024	LRI Investments LLC	1,237	$68K	0.0%	+708.5%	0.000%
7/24/2024	Quotient Wealth Partners LLC	11,048	$608K	0.0%	-70.6%	0.000%
7/24/2024	Powers Advisory Group LLC	9,388	$516K	0.3%	-3.0%	0.000%
7/24/2024	Leonard Rickey Investment Advisors P.L.L.C.	5,132	$282K	0.1%	N/A	0.000%
7/24/2024	&PARTNERS	23,559	$1.30M	0.1%	+231.1%	0.001%
7/23/2024	Tevis Investment Management	80,863	$4.45M	3.6%	+2.8%	0.003%
7/23/2024	Sandy Cove Advisors LLC	11,320	$622K	0.3%	+5.6%	0.000%
7/23/2024	GYL Financial Synergies LLC	65,250	$3.59M	0.3%	+3.9%	0.003%
7/23/2024	Hennessy Advisors Inc.	104,800	$5.76M	0.2%	-2.1%	0.004%
7/23/2024	St. James Investment Company LLC	699,687	$38.48M	6.7%	-5.9%	0.028%
7/23/2024	Scharf Investments LLC	1,738,034	$95.57M	2.7%	-31.7%	0.070%
7/23/2024	1620 Investment Advisors Inc.	545	$30K	0.0%	N/A	0.000%
7/23/2024	Inlet Private Wealth LLC	33,426	$1.84M	0.5%	-2.1%	0.001%
7/23/2024	Keystone Financial Services	10,696	$588K	0.2%	+8.7%	0.000%
7/23/2024	NewSquare Capital LLC	149,996	$8.25M	0.7%	+2.3%	0.006%
7/23/2024	Courier Capital LLC	64,009	$3.52M	0.3%	-0.3%	0.003%
7/23/2024	Rockland Trust Co.	184,559	$10.15M	0.5%	+3.7%	0.007%
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains." Click here now to watch this exclusive interview
7/23/2024	Exchange Capital Management Inc.	15,702	$863K	0.1%	-1.4%	0.001%
7/23/2024	Crescent Grove Advisors LLC	6,215	$342K	0.0%	-8.4%	0.000%
7/23/2024	XML Financial LLC	145,183	$7.98M	0.8%	-8.0%	0.006%
7/22/2024	Atria Wealth Solutions Inc.	68,912	$3.79M	0.0%	-2.9%	0.003%
7/22/2024	Aaron Wealth Advisors LLC	13,476	$741K	0.1%	+2.8%	0.001%
7/22/2024	Fifth Third Bancorp	12,920	$710K	0.0%	-25.0%	0.001%
7/22/2024	Legacy Capital Group California Inc.	14,087	$775K	0.3%	+21.6%	0.001%
7/22/2024	Hall Laurie J Trustee	53,833	$2.96M	1.0%	-1.4%	0.002%
7/22/2024	Chevy Chase Trust Holdings LLC	411,630	$22.64M	0.1%	-1.7%	0.016%
7/22/2024	Liberty One Investment Management LLC	14,080	$774K	0.1%	-6.3%	0.001%
7/22/2024	Sanibel Captiva Trust Company Inc.	43,449	$2.39M	0.1%	-3.2%	0.002%
7/22/2024	Dakota Wealth Management	58,654	$3.23M	0.1%	-1.9%	0.002%
7/20/2024	First Horizon Advisors Inc.	7,456	$410K	0.0%	+112.2%	0.000%
7/20/2024	Kavar Capital Partners Group LLC	101,686	$5.59M	1.0%	-6.5%	0.004%
7/20/2024	First Pacific Financial	17,126	$942K	0.2%	-4.0%	0.001%
7/20/2024	Parsons Capital Management Inc. RI	7,064	$388K	0.0%	-15.6%	0.000%
7/20/2024	Raymond James Financial Services Advisors Inc.	295,752	$16.26M	0.0%	-3.5%	0.012%
7/20/2024	Boston Mountain Money Management Inc.	4,029	$222K	0.1%	-13.7%	0.000%
7/20/2024	Apollon Wealth Management LLC	45,910	$2.53M	0.1%	-6.5%	0.002%
7/19/2024	BTC Capital Management Inc.	33,265	$1.83M	0.2%	-9.1%	0.001%
7/19/2024	Long Run Wealth Advisors LLC	21,766	$1.20M	0.3%	+1.4%	0.001%
7/19/2024	Hedges Asset Management LLC	42,300	$2.33M	1.7%	+24.6%	0.002%
7/19/2024	Smithbridge Asset Management Inc. DE	60,390	$3.32M	0.7%	+4.5%	0.002%
7/19/2024	Raymond James & Associates	2,445,407	$134.47M	0.1%	-11.7%	0.098%
7/19/2024	Signet Investment Advisory Group Inc.	27,239	$1.50M	0.8%	+6.6%	0.001%
7/19/2024	Allen Wealth Management LLC	20,848	$1.15M	1.0%	-5.9%	0.001%
7/19/2024	World Equity Group Inc.	21,565	$1.19M	0.4%	-51.0%	0.001%
7/18/2024	Raelipskie Partnership	14,257	$784K	0.4%	+6.6%	0.001%
7/18/2024	Timber Creek Capital Management LLC	39,348	$2.16M	0.7%	-5.9%	0.002%
7/18/2024	Blue Trust Inc.	10,754	$540K	0.0%	+47.7%	0.000%
7/18/2024	Baker Tilly Wealth Management LLC	9,283	$510K	0.2%	-73.9%	0.000%
7/18/2024	Old Port Advisors	57,955	$3.19M	1.0%	+1.3%	0.002%
7/18/2024	Portside Wealth Group LLC	43,835	$2.41M	0.5%	+8.2%	0.002%
7/18/2024	Naples Global Advisors LLC	53,137	$2.92M	0.3%	-2.0%	0.002%
7/18/2024	Cordatus Wealth Management LLC	7,484	$412K	0.2%	N/A	0.000%
7/18/2024	Valley National Advisers Inc.	18,242	$1.00M	0.1%	-4.9%	0.001%
7/18/2024	Fiduciary Financial Group LLC	4,674	$268K	0.1%	N/A	0.000%
7/18/2024	Lorne Steinberg Wealth Management Inc.	82,370	$4.53M	1.5%	+0.5%	0.003%
7/17/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	48,868	$2.80M	0.0%	-0.7%	0.002%
7/17/2024	Bar Harbor Wealth Management	48,629	$2.67M	0.2%	-2.9%	0.002%
7/17/2024	SOA Wealth Advisors LLC.	934	$51K	0.0%	+120.3%	0.000%
7/17/2024	Welch Group LLC	865,256	$47.58M	2.3%	+0.9%	0.035%
7/17/2024	Archford Capital Strategies LLC	3,867	$213K	0.0%	N/A	0.000%
7/17/2024	Salvus Wealth Management LLC	16,065	$883K	0.6%	-1.3%	0.001%
7/17/2024	Country Club Bank	8,580	$475K	0.0%	-2.9%	0.000%
7/17/2024	Keudell Morrison Wealth Management	5,337	$293K	0.1%	-24.4%	0.000%
7/17/2024	AdvisorNet Financial Inc	5,033	$277K	0.0%	+9.0%	0.000%
7/17/2024	Oak Ridge Investments LLC	102,658	$5.65M	0.5%	+4.8%	0.004%
7/16/2024	Envestnet Portfolio Solutions Inc.	148,937	$8.19M	0.0%	-7.4%	0.006%
7/16/2024	Sky Investment Group LLC	9,115	$501K	0.1%	-12.6%	0.000%
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains." Click here now to watch this exclusive interview
7/16/2024	QV Investors Inc.	394,314	$21.68M	2.0%	+24.8%	0.016%
7/16/2024	DMC Group LLC	4,386	$241K	0.2%	-66.4%	0.000%
7/16/2024	V Square Quantitative Management LLC	5,772	$318K	0.1%	+3.6%	0.000%
7/16/2024	Great Valley Advisor Group Inc.	68,133	$3.75M	0.1%	+8.5%	0.003%
7/16/2024	Wealth Enhancement Advisory Services LLC	94,587	$5.20M	0.0%	+1.4%	0.004%
7/16/2024	NorthCrest Asset Manangement LLC	137,205	$7.55M	0.3%	+1.4%	0.005%
7/16/2024	Diversified Trust Co	5,564	$306K	0.0%	-3.3%	0.000%
7/16/2024	Traveka Wealth LLC	4,008	$220K	0.1%	-17.0%	0.000%
7/16/2024	Martin Capital Partners LLC	155,576	$8.56M	3.5%	-2.4%	0.006%
7/16/2024	Sequoia Financial Advisors LLC	121,051	$6.66M	0.1%	-11.3%	0.005%

(Data available from 1/1/2016 forward)

UL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UL shares?: During the previous two years, 1,128 institutional investors and hedge funds held shares of Unilever. The most heavily invested institutionals were Wellington Management Group LLP ($1.67B), BlackRock Inc. ($987.44M), Bank of America Corp DE ($542.24M), Fisher Asset Management LLC ($525.05M), Pendal Group Ltd ($508.64M), Morgan Stanley ($438.11M), and FMR LLC ($422.29M).Learn more on UL's institutional investors.
What percentage of Unilever stock is owned by institutional investors?: 9.67% of Unilever stock is owned by institutional investors. Learn more on UL's institutional investor holdings.
Which institutional investors have been buying Unilever stock?: Of the 933 institutional investors that purchased Unilever stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($5.39M), Envestnet Asset Management Inc. ($4.88M), Pendal Group Ltd ($4.52M), Norges Bank ($3.12M), Lazard Asset Management LLC ($2.59M), Federated Hermes Inc. ($2.23M), and Wellington Management Group LLP ($1.86M).

How much institutional buying is happening at Unilever?: Institutional investors have bought a total of 71,365,286 shares in the last 24 months. This purchase volume represents approximately $3.51B in transactions.
Which Unilever major shareholders have been selling company stock?: Of the 754 institutional investors that sold Unilever stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gardner Russo & Quinn LLC ($3.58M), Envestnet Asset Management Inc. ($3.10M), Capital International Investors ($3.04M), Cullen Capital Management LLC ($2.42M), Lazard Asset Management LLC ($2.40M), River Road Asset Management LLC ($1.47M), and Federated Hermes Inc. ($1.23M).
How much institutional selling is happening at Unilever?: Institutional investors have sold a total of 46,533,614 shares in the last 24 months. This volume of shares sold represents approximately $2.31B in transactions.