Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ECOLAB INC (ECL)

2K + Investors. Track Smart Money conviction in ECL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +55
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — ECL

Based on 1548 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ECL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,548 hedge funds hold ECL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+119 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

734 buying722 selling
Last quarter: 734 funds bought or added vs 722 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+59 vs last Q)

new funds entering per quarter
Funds opening a new ECL position: 153 → 136 → 121 → 180. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 17% medium ■ 13% new
1,095 out of 1,548 hedge funds have held ECL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~180 new funds/quarter

138 → 153 → 136 → 121 → 180 new funds/Q
New funds entering each quarter: 153 → 136 → 121 → 180. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 12% 1-2yr ■ 17% new
Of 1,572 current holders: 1,122 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
47 of 1548 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ECL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ECL

How many hedge funds hold ECL — quarterly history vs. share price
Quarterly hedge fund ownership of ECL vs. share price

Market Analysis: ECL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ECL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

140 top-rated funds 17 high-conviction
Consensus
9.3
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: ECL
2026 Q1 Stats Unlock in 11 days 2K + Investors

Track Smart Money conviction in ECL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1572 1526 3.01%
13F Shares 224M 215M 4.41%
Total Value $57.62B $57.97B -0.6%
New Positions 183 123 +60
Increased Positions 581 618 -37
Closed Positions 132 129 +3
Reduced Positions 634 610 +24
Total Calls 12 20 -40.0%
Total Puts 15 19 -21.05%
PUT/CALL Ratio 1.25 0.95 Bearish

Statistics: ECL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ECL. Verified SEC 13F-HR filings.

Top 25 institutional holders of ECL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WORMSER FRERES GESTION 5.70% 29,026 $7.9M
2 MCDONALD CAPITAL INVESTORS INC/CA 5.32% 292,116 $77.7M
3 Foresight Group Ltd Liability Partnership 4.67% 99,448 $26.5M
4 DUDLEY & SHANLEY, INC. 4.57% 105,008 $27.9M
5 McCollum Christoferson Group LLC 3.81% 114,044 $12.7M
6 S&CO INC 3.73% 226,060 $60K
7 MCDANIEL TERRY & CO 3.71% 164,253 $43.7M
8 FIRETRAIL INVESTMENTS PTY LTD 3.53% 38,842 $10.3M
9 Birch Hill Investment Advisors LLC 3.46% 289,612 $77.0M
10 Capital Investment Services of America, Inc. 3.10% 111,424 $29.6M
11 Ayrshire Capital Management LLC 2.98% 21,685 $5.8M
12 Kampmann Melissa S. 2.85% 13,354 $3.6M
13 M. Kraus & Co 2.85% 36,735 $9.8M
14 PENINSULA ASSET MANAGEMENT INC 2.68% 19,699 $5.2M
15 AVITY INVESTMENT MANAGEMENT INC. 2.62% 135,409 $36.0M
16 WAYCROSS PARTNERS, LLC 2.59% 101,890 $27.1M
17 Osprey Private Wealth LLC 2.56% 33,242 $8.8M
18 VAN STRUM & TOWNE INC. 2.53% 32,569 $8.7M
19 NOESIS CAPITAL MANGEMENT CORP 2.49% 63,340 $16.8M
20 LS Investment Advisors, LLC 2.48% 62,387 $16.6M
21 LaFleur & Godfrey LLC 2.36% 71,407 $19.0M
22 Williams Jones Wealth Management, LLC. 2.36% 723,014 $192.3M
23 Haven Capital Group, Inc. 2.31% 9,365 $2.5M
24 AlpenGlobal Capital LLC 2.27% 13,379 $3.6M
25 GS Investments, Inc. 2.24% 14,671 $3.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ECOLAB INC (ECL)

What does the Smart Money Trend signal show for ECL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ECL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ECL?

Slight buying edge — 50% buying: Last quarter: 734 funds bought or added vs 722 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ECL holders?

Elite ownership — 53% AUM from top-100 funds: 47 of 1548 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in ECL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ECL?

71% of holders stayed for 2+ years: 1,095 out of 1,548 hedge funds have held ECL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.