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.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
23%

Smart Money Signals — UL

Based on 1086 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their UL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
1,086 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 (-17 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 23% buying

280 buying945 selling
Last quarter: 945 funds sold vs only 280 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

More new buyers each quarter (+49 vs last Q)

new funds entering per quarter
Funds opening a new UL position: 95 → 106 → 82 → 131. 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+) 16% medium 13% new
769 out of 1,086 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.
➡️

Steady discovery — ~131 new funds/quarter

114 → 95 → 106 → 82 → 131 new funds/Q
New funds entering each quarter: 95 → 106 → 82 → 131. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 11% 1-2yr 18% new
Of 1,108 current holders: 791 (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 — 50% AUM from top-100 funds

50% from top-100 AUM funds
38 of 1086 holders are among the 100 largest funds by AUM, controlling 50% 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.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: 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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

82 top-rated funds 7 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: UL
2026 Q1 Stats Unlock in 18 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1108 1110 -0.18%
13F Shares 213M 234M -9.06%
Total Value $13.93B $13.98B -0.37%
New Positions 132 83 +49
Increased Positions 175 448 -273
Closed Positions 136 101 +35
Reduced Positions 836 445 +391
Total Calls 13 12 8.33%
Total Puts 11 13 -15.38%
PUT/CALL Ratio 0.85 1.08 Neutral

Statistics: UL

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)

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.

Top 25 institutional holders of UL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hamlin Capital Management, LLC 3.36% 2,440,645 $139.0M
2 Eldred Rock Partners, LLC 2.66% 183,151 $10.4M
3 Slocum, Gordon & Co LLP 2.52% 64,942 $3.7M
4 Keystone Financial Planning, Inc. 2.33% 152,882 $8.7M
5 Martin Capital Partners, LLC 2.23% 105,391 $6K
6 Munich Reinsurance Co Stock Corp in Munich 2.18% 1,554,524 $88.6M
7 Clean Yield Group 1.77% 110,247 $6.3M
8 Kennon-Green & Company, LLC 1.70% 36,340 $2.1M
9 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1.58% 49,772 $2.8M
10 Matthew Goff Investment Advisor, LLC 1.57% 165,660 $9.4M
11 apricus wealth, LLC 1.45% 52,201 $3.0M
12 Israel Discount Bank of New York 1.43% 11,448 $652K
13 BUTENSKY & COHEN FINANCIAL SECURITY, INC 1.26% 84,002 $4.8M
14 KEATING INVESTMENT COUNSELORS INC 1.26% 89,022 $5.1M
15 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1.22% 38,836 $2.2M
16 Coston, McIsaac & Partners 1.19% 92,174 $5.3M
17 Parrish Capital LLC 1.11% 18,713 $1.2M
18 HALL LAURIE J TRUSTEE 1.06% 52,947 $3.0M
19 Ativo Capital Management LLC 1.05% 21,201 $1.2M
20 QV Investors Inc. 0.98% 211,883 $12K
21 ADVOCATE GROUP LLC 0.96% 108,002 $6.2M
22 Timber Creek Capital Management LLC 0.91% 65,961 $3.8M
23 Carolina Wealth Advisors, LLC 0.91% 38,179 $2.2M
24 Reynders McVeigh Capital Management, LLC 0.87% 304,046 $17K
25 DAVIS-REA LTD. 0.85% 57,339 $3.3M
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their UL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UL?

Heavy selling pressure — only 23% buying: Last quarter: 945 funds sold vs only 280 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for UL holders?

Elite ownership — 50% AUM from top-100 funds: 38 of 1086 holders are among the 100 largest funds by AUM, controlling 50% 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?

71% of holders stayed for 2+ years: 769 out of 1,086 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.

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.