Unilever (UL) Institutional Ownership

$54.75
+0.68 (+1.26%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Unilever (NYSE:UL)

Current
Institutional Ownership
Percentage
9.67%
Number of
Institutional Buyers
(last 12 months)
602
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
560
Total
Institutional Outflows
(last 12 months)
$1.37B
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UL Institutional Buying and Selling by Quarter

Unilever Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 XML Financial LLC157,830$7.92M0.8%-17.1%0.006%
5/17/2024 iA Global Asset Management Inc.240,094$12.05M0.1%-1.1%0.010%
5/17/2024 Garner Asset Management Corp13,620$684K0.3%+6.2%0.001%
5/17/2024 Semmax Financial Advisors Inc.16,351$882K0.3%+11.7%0.001%
5/17/2024 Hancock Whitney Corp4,449$223K0.0%N/A0.000%
5/17/2024 Tidal Investments LLC14,871$746K0.0%+2.4%0.001%
5/16/2024 Levin Capital Strategies L.P.403,608$20.26M2.0%-5.8%0.016%
5/16/2024 B. Riley Wealth Advisors Inc.29,547$1.46M0.0%+18.2%0.001%
5/16/2024 Ancora Advisors LLC74,242$3.73M0.1%+1.2%0.003%
5/16/2024 Janus Henderson Group PLC25,033$1.26M0.0%+3.8%0.001%
5/16/2024 Bayesian Capital Management LP74,000$3.71M0.4%N/A0.003%
5/16/2024 Captrust Financial Advisors1,025,427$51.47M0.2%+22.0%0.041%
5/15/2024 Earnest Partners LLC41,061$2.06M0.0%-0.5%0.002%
5/15/2024 SVB Wealth LLC9,301$467K0.0%-13.6%0.000%
5/15/2024 Mount Yale Investment Advisors LLC28,258$1.42M0.1%+1.7%0.001%
5/15/2024 London & Capital Asset Management Ltd37,854$1.90M0.1%+13.1%0.002%
5/15/2024 Price T Rowe Associates Inc. MD1,141,878$57.31M0.0%+23.1%0.046%
5/15/2024 BOKF NA866$43K0.0%-51.5%0.000%
5/15/2024 Lazard Asset Management LLC4,132,640$207.42M0.3%+19.3%0.165%
5/15/2024 Bank of Nova Scotia Trust Co.13,025$654K0.1%+22.9%0.001%
5/15/2024 LRI Investments LLC1,593$86K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.25,191$1.26M0.0%+13.1%0.001%
5/15/2024 Guardian Capital Advisors LP63,312$2.96M0.3%-5.8%0.003%
5/15/2024 Gabelli Funds LLC164,895$8.28M0.1%+0.7%0.007%
5/15/2024 Gamco Investors INC. ET AL13,940$700K0.0%-3.7%0.001%
5/14/2024 Cadence Bank13,625$684K0.0%-9.6%0.001%
5/14/2024 Rodgers Brothers Inc.23,754$1.19M0.2%-2.1%0.001%
5/14/2024 Advisors Asset Management Inc.53,233$2.67M0.1%+2.8%0.002%
5/14/2024 EP Wealth Advisors LLC13,259$665K0.0%+28.5%0.001%
5/14/2024 OLD Mission Capital LLC467,000$23.44M0.4%+98.4%0.019%
5/14/2024 Freestone Capital Holdings LLC6,002$301K0.0%-23.1%0.000%
5/14/2024 Fayez Sarofim & Co13,960$701K0.0%-38.4%0.001%
5/14/2024 Crewe Advisors LLC1,011$51K0.0%N/A0.000%
5/14/2024 Pitcairn Co.13,215$663K0.0%N/A0.001%
5/14/2024 National Bank of Canada FI468,677$25.07M0.0%+10.5%0.019%
5/14/2024 Lake Street Advisors Group LLC12,816$643K0.0%+86.5%0.001%
5/14/2024 Arjuna Capital25,117$1.26M0.4%+3.8%0.001%
5/13/2024 Financial Gravity Asset Management Inc.33,847$1.70M0.4%N/A0.001%
5/13/2024 Bessemer Group Inc.7,953$399K0.0%-13.4%0.000%
5/13/2024 Clearbridge Investments LLC186,247$9.35M0.0%+29.1%0.007%
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5/13/2024 Balanced Rock Investment Advisors LLC4,692$235K0.2%-23.7%0.000%
5/13/2024 O Shaughnessy Asset Management LLC73,307$3.68M0.0%+17.4%0.003%
5/13/2024 Alerus Financial NA145,466$7.30M0.6%-9.8%0.006%
5/13/2024 PAX Financial Group LLC11,338$569K0.1%+2.8%0.000%
5/11/2024 Jacobi Capital Management LLC7,678$385K0.0%+23.7%0.000%
5/11/2024 Chiron Capital Management LLC20,416$1.03M0.9%-15.6%0.001%
5/10/2024 Osaic Holdings Inc.249,742$12.54M0.0%-38.0%0.010%
5/10/2024 TIAA Trust National Association10,608$532K0.0%-2.5%0.000%
5/10/2024 Nicolet Advisory Services LLC4,660$226K0.0%N/A0.000%
5/10/2024 Pinkerton Retirement Specialists LLC74,981$3.76M0.6%+49.6%0.003%
5/10/2024 Tocqueville Asset Management L.P.596,780$29.95M0.5%-0.9%0.024%
5/10/2024 Motco97,880$4.91M0.3%+1.5%0.004%
5/10/2024 TCTC Holdings LLC957$48K0.0%-35.4%0.000%
5/9/2024 Great Lakes Retirement Inc.22,195$1.11M0.2%-2.4%0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC20,154$1.01M0.1%+1.4%0.001%
5/9/2024 Trillium Asset Management LLC888,904$44.62M1.1%-0.2%0.035%
5/9/2024 ProVise Management Group LLC155,441$7.80M0.7%+7.5%0.006%
5/9/2024 Orion Portfolio Solutions LLC153,137$7.69M0.1%+12.6%0.006%
5/9/2024 Blair William & Co. IL127,949$6.42M0.0%-2.0%0.005%
5/9/2024 HBK Sorce Advisory LLC4,224$212K0.0%-7.3%0.000%
5/9/2024 Kingsview Wealth Management LLC10,544$529K0.0%-15.1%0.000%
5/9/2024 Zevin Asset Management LLC285,947$14.35M2.4%-3.0%0.011%
5/9/2024 First Eagle Investment Management LLC475,174$23.85M0.1%+11.8%0.019%
5/9/2024 Managed Asset Portfolios LLC192,892$9.68M1.4%-2.3%0.008%
5/9/2024 Beacon Investment Advisory Services Inc.4,285$215K0.0%-31.8%0.000%
5/9/2024 Texas Yale Capital Corp.42,620$2.14M0.1%-1.5%0.002%
5/9/2024 Portland Global Advisors LLC104,485$5.24M0.7%+0.3%0.004%
5/9/2024 Eagle Bay Advisors LLC5,730$288K0.2%+126.6%0.000%
5/9/2024 Dearborn Partners LLC13,377$671K0.0%+4.2%0.001%
5/8/2024 Cozad Asset Management Inc.10,210$512K0.1%-7.8%0.000%
5/8/2024 Richard C. Young & CO. LTD.224,354$11.26M1.4%-4.7%0.009%
5/8/2024 Financial & Tax Architects LLC7,130$358K0.1%N/A0.000%
5/8/2024 Advisors Preferred LLC9,626$480K0.1%N/A0.000%
5/8/2024 Bleakley Financial Group LLC43,963$2.21M0.1%+8.3%0.002%
5/8/2024 Heritage Wealth Advisors137,682$6.91M0.2%+4,591.0%0.005%
5/8/2024 Avantax Advisory Services Inc.78,584$3.94M0.0%+1.9%0.003%
5/8/2024 US Bancorp DE110,616$5.55M0.0%-9.3%0.004%
5/8/2024 Russell Investments Group Ltd.143,422$7.20M0.0%-38.1%0.006%
5/8/2024 QRG Capital Management Inc.115,176$5.78M0.1%+12.3%0.005%
5/8/2024 Sustainable Growth Advisers LP175,133$8.79M0.0%-3.5%0.007%
5/8/2024 Headlands Technologies LLC8,780$441K0.1%-76.5%0.000%
5/8/2024 Legacy Capital Group California Inc.11,583$581K0.2%+26.0%0.000%
5/8/2024 Williams Jones Wealth Management LLC.9,469$475K0.0%+7.2%0.000%
5/8/2024 Delta Financial Advisors LLC4,633$233K0.1%-30.1%0.000%
5/8/2024 Thoroughbred Financial Services LLC11,326$568K0.1%-51.7%0.000%
5/7/2024 Choate Investment Advisors37,358$1.88M0.1%-5.8%0.001%
5/7/2024 Sei Investments Co.237,085$11.90M0.0%-34.1%0.009%
5/7/2024 Redmond Asset Management LLC49,382$2.48M0.8%+53.9%0.002%
5/7/2024 Concurrent Investment Advisors LLC51,775$2.60M0.1%+248.3%0.002%
5/7/2024 Keudell Morrison Wealth Management7,056$354K0.1%-15.5%0.000%
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5/7/2024 Atomi Financial Group Inc.11,916$598K0.1%+37.7%0.000%
5/7/2024 Anchor Capital Advisors LLC51,696$2.60M0.1%-7.9%0.002%
5/7/2024 Reynders McVeigh Capital Management LLC117,586$5.90M0.3%-51.8%0.005%
5/7/2024 BCGM Wealth Management LLC14,814$744K0.3%-6.4%0.001%
5/7/2024 Foyston Gordon & Payne Inc19,244$966K0.2%-3.0%0.001%
5/7/2024 Keating Investment Counselors Inc.109,608$5.50M1.8%-7.2%0.004%
5/7/2024 KCM Investment Advisors LLC35,192$1.77M0.1%+12.8%0.001%
5/7/2024 Tectonic Advisors LLC31,209$1.57M0.1%+20.9%0.001%
5/7/2024 Heartland Advisors Inc.58,770$2.95M0.2%+2.2%0.002%
5/7/2024 Mondrian Investment Partners LTD1,316$66K0.0%-58.0%0.000%
(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, 1,125 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 934 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 ($4.62M), Norges Bank ($3.12M), Lazard Asset Management LLC ($2.59M), Hamlin Capital Management LLC ($2.37M), and Federated Hermes Inc. ($2.23M).

How much institutional buying is happening at Unilever?

Institutional investors have bought a total of 73,102,072 shares in the last 24 months. This purchase volume represents approximately $3.58B in transactions.

Which Unilever major shareholders have been selling company stock?

Of the 750 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 ($2.03M), and Bank of America Corp DE ($1.75M).

How much institutional selling is happening at Unilever?

Institutional investors have sold a total of 47,688,721 shares in the last 24 months. This volume of shares sold represents approximately $2.35B in transactions.


This page (NYSE:UL) was last updated on 5/18/2024 by MarketBeat.com Staff

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