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Unilever (UL) Institutional Ownership

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$61.41 +0.57 (+0.94%)
As of 11:56 AM Eastern
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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)
662
Total
Institutional Inflows
(last 12 months)
$2.62B
Number of
Institutional Sellers
(last 12 months)
801
Total
Institutional Outflows
(last 12 months)
$2.28B
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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
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%
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%
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5/27/2026Allen 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%
5/26/2026Axiom 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%
5/19/2026Paragon 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%
5/18/2026Guardian Partners Inc.44,618$2.55M0.2%-2.5%0.002%
5/18/2026Parvin Asset Management LLC3,567$203K0.1%-4.7%0.000%
5/18/2026EverSource 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%
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%
5/14/2026Dickmeyer 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%
5/13/2026Cetera Investment Advisers349,916$19.94M0.0%+8.5%0.016%
5/13/2026Levin Capital Strategies L.P.151,111$8.61M0.7%+0.6%0.007%
5/13/2026NewEdge Wealth LLC60,384$3.44M0.0%+2.2%0.003%
5/13/2026Arvest Bank Trust Division35,793$2.04M0.1%+1.2%0.002%
5/13/2026Acumen Wealth Advisors LLC56,863$3.28M0.9%-9.3%0.003%
5/13/2026First Trust Advisors LP728,489$41.50M0.0%+1.1%0.033%
5/12/2026Saturna Capital Corp794,310$45.25M0.6%+38.0%0.036%
5/8/2026PNC Financial Services Group Inc.406,678$23.17M0.0%+0.8%0.019%
5/8/2026DJE Kapital AG102,506$5.47M0.1%N/A0.005%
5/8/2026Glenview Trust Co8,050$459K0.0%-14.9%0.000%
5/7/2026Leith Wheeler Investment Counsel Ltd.17,587$1.00M0.1%+73.0%0.001%
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5/7/2026Lowe Brockenbrough & Co. Inc.132,154$7.53M0.4%+1.6%0.006%
5/7/2026Dimensional Fund Advisors LP4,384,941$249.84M0.1%+0.0%0.201%
5/7/2026Parallel Advisors LLC22,199$1.27M0.0%-1.9%0.001%
5/7/2026Boston Common Asset Management LLC163,605$9.32M0.6%-4.1%0.007%
5/7/2026Precision Wealth Strategies LLC8,180$466K0.2%-29.2%0.000%
5/7/2026Arjuna Capital4,846$276K0.1%-65.4%0.000%
5/7/2026Heartland Advisors Inc.60,941$3.47M0.2%+1.9%0.003%
5/6/2026Jennison Associates LLC760,163$43.31M0.0%-50.0%0.035%
5/6/2026Aviance Capital Partners LLC19,684$1.12M0.1%-6.3%0.001%
5/6/2026Annis Gardner Whiting Capital Advisors LLC1,369$78K0.0%+74.6%0.000%


UL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,310 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 1,018 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 40,247,745 shares in the last 24 months. This purchase volume represents approximately $2.62B in transactions.

Of the 799 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), Wellington Management Group LLP ($3.11M), Jennison Associates LLC ($2.65M), 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 34,541,754 shares in the last 24 months. This volume of shares sold represents approximately $2.28B in transactions.


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This page (NYSE:UL) was last updated on 7/15/2026 by MarketBeat.com Staff.
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