Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unilever plc (UL)

1K + Investors. Track Smart Money conviction in UL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — UL

Based on 1172 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UL 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
1,172 hedge funds hold UL 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UL is almost the same as a year ago (+23 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

604 buying520 selling
Last quarter: 604 funds bought or added vs 520 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 (+20 vs last Q)

new funds entering per quarter
Funds opening a new UL position: 115 → 98 → 138 → 158. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 15% medium ■ 15% new
821 out of 1,172 hedge funds have held UL 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.
💎

Buying through price weakness — shares +14%, value -3%

Value
-3%
Shares
+13%
Last quarter: funds added +14% more shares while total portfolio value only changed -3%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

102 → 115 → 98 → 138 → 158 new funds/Q
New funds entering each quarter: 115 → 98 → 138 → 158. A growing number of institutions are discovering UL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 11% 1-2yr ■ 18% new
Entry-cohort mix of 1,199 holders: 860 (72%) are 2+ year veterans, 127 entered 1–2 years ago, and 212 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
52 of 1168 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in UL. 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.

Institutional Sentiment Summary — UL

In 2026 Q1, 604 hedge funds were net buyers of UL (158 opened a new position, 446 added to an existing one), while 520 reduced or exited (390 trimmed, 130 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 59% of total institutional value in UL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 1172.

Hedge Fund Ownership: UL

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

Market Analysis: UL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UL

-- --

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

Is It Too Late to Buy Unilever plc (UL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UL has moved relative to its sector benchmark (XLP) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
UL
+3.3%
XLP
+3.6%

UL outperformed XLP by -0.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
UL
+0.0%
XLP
+0.0%

Since the filing became public, UL outperformed XLP by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 10 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: UL
2026 Q2 Stats Unlock in 3 days 1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1166 1144 1.92%
13F Shares 242M 215M 12.55%
Total Value $13.46B $14.08B -4.39%
New Positions 158 138 +20
Increased Positions 440 154 +286
Closed Positions 132 150 -18
Reduced Positions 383 842 -459
Total Calls 15 13 15.38%
Total Puts 14 11 27.27%
PUT/CALL Ratio 0.93 0.85 Neutral

Statistics: UL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 UL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Holowesko Partners Ltd. 7.00% 459,600 $27.6M
2 St. James Investment Company, LLC 6.78% 710,415 $42.7M
3 Saratoga Research & Investment Management 6.53% 1,986,430 $119.4M
4 Clark Estates Inc/Ny 5.13% 370,000 $22.2M
5 Hamlin Capital Management, LLC 3.68% 2,722,721 $163.7M
6 Windle Wealth, LLC 3.42% 141,375 $8.5M
7 Tevis Investment Management 3.23% 98,231 $5.9M
8 Managed Asset Portfolios, LLC 2.58% 375,179 $22.6M
9 Keystone Financial Planning, Inc. 2.49% 160,522 $9.7M
10 Eldred Rock Partners, LLC 2.36% 182,828 $11.0M
11 Martin Capital Partners, LLC 2.36% 106,785 $6.4M
12 Slocum, Gordon & Co LLP 2.32% 58,181 $3.5M
13 Equity Investment Corp 2.29% 1,996,952 $120.1M
14 Cheviot Value Management, LLC 2.25% 367,496 $22.1M
15 Munich Reinsurance Co Stock Corp in Munich 2.01% 1,531,084 $92.0M
16 M. Kulyk & Associates, LLC 1.88% 191,866 $11.5M
17 Royal Palms Capital LLC 1.74% 32,992 $2.0M
18 Mar Vista Investment Partners LLC 1.70% 284,749 $17.1M
19 Cullen Capital Management, LLC 1.62% 2,745,360 $165.1M
20 apricus wealth, LLC 1.61% 55,965 $3.4M
21 Kennon-Green & Company, LLC 1.60% 34,233 $2.1M
22 Foresight Capital Management Advisors, INC. 1.60% 54,738 $3.3M
23 Clean Yield Group 1.54% 103,553 $6.2M
24 Fiduciary Management Inc /Wi/ 1.53% 1,786,644 $107.4M
25 Keating Investment Counselors Inc 1.46% 88,375 $5.3M
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 — Unilever plc (UL)

What does the Smart Money Trend signal show for UL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UL 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 UL?

Slight buying edge — 54% buying: Last quarter: 604 funds bought or added vs 520 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 UL holders?

Elite ownership — 59% AUM from top-100 funds: 52 of 1168 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in UL. 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 UL?

70% of holders stayed for 2+ years: 821 out of 1,172 hedge funds have held UL 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.

Is it too late to buy Unilever plc (UL) following the 2026 Q2 hedge fund 13F filings?

As of today, UL has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), UL has gained +3.3% vs +3.6% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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