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
↑ +26
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — UL

Based on 1167 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
1,167 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 (+19 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

600 buying518 selling
Last quarter: 600 funds bought or added vs 518 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 (+17 vs last Q)

new funds entering per quarter
Funds opening a new UL position: 114 → 97 → 138 → 155. 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
820 out of 1,167 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 +13%, value -4%

Value
-4%
Shares
+12%
Last quarter: funds added +13% more shares while total portfolio value only changed -4%. 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 → 114 → 97 → 138 → 155 new funds/Q
New funds entering each quarter: 114 → 97 → 138 → 155. 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 1,194 holders: 858 (72%) are 2+ year veterans, 127 entered 1–2 years ago, and 209 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
49 of 1163 holders are among the 100 largest funds by AUM, controlling 57% 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, 600 hedge funds were net buyers of UL (155 opened a new position, 445 added to an existing one), while 518 reduced or exited (389 trimmed, 129 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 57% of total institutional value in UL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 1167.

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 Q1 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 March 31, 2026 · 78d ago
UL
+1.7%
XLP
+2.4%

UL outperformed XLP by -0.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
UL
+3.0%
XLP
-0.9%

Since the filing became public, UL outperformed XLP by +3.9% .

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 ?
Broad Consensus, Selective Conviction

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

48 top-rated funds 8 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: UL
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 1156 1141 1.31%
13F Shares 242M 215M 12.49%
Total Value $13.45B $14.08B -4.45%
New Positions 151 138 +13
Increased Positions 438 153 +285
Closed Positions 136 150 -14
Reduced Positions 381 841 -460
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) --
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.

QUARTER:
Top 25 UL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Saratoga Research & Investment Management 6.06% 1,873,359 $106.7M
2 St. James Investment Company, LLC 5.06% 567,404 $32.3M
3 Clark Estates Inc/Ny 4.17% 305,000 $17.4M
4 Hamlin Capital Management, LLC 3.36% 2,440,645 $139.0M
5 Windle Wealth, LLC 3.03% 125,915 $7.2M
6 Tevis Investment Management 2.80% 85,405 $4.9M
7 Eldred Rock Partners, LLC 2.66% 183,151 $10.4M
8 Slocum, Gordon & Co LLP 2.52% 64,942 $3.7M
9 Keystone Financial Planning, Inc. 2.33% 152,882 $8.7M
10 Royal Palms Capital LLC 2.22% 39,359 $2.2M
11 Munich Reinsurance Co Stock Corp in Munich 2.18% 1,554,524 $88.6M
12 Equity Investment Corp 2.18% 1,950,151 $111.1M
13 M. Kulyk & Associates, LLC 2.06% 193,973 $11.1M
14 Managed Asset Portfolios, LLC 2.02% 296,017 $16.9M
15 Mar Vista Investment Partners LLC 1.97% 344,958 $19.7M
16 Cheviot Value Management, LLC 1.90% 331,886 $18.9M
17 Clean Yield Group 1.77% 110,247 $6.3M
18 Zevin Asset Management LLC 1.73% 219,009 $12.5M
19 Kennon-Green & Company, LLC 1.70% 36,340 $2.1M
20 Northstar Asset Management Inc 1.67% 95,426 $5.4M
21 Fiduciary Management Inc /Wi/ 1.62% 2,294,923 $130.7M
22 Foresight Capital Management Advisors, INC. 1.58% 49,772 $2.8M
23 Matthew Goff Investment Advisor, LLC 1.57% 165,660 $9.4M
24 Cullen Capital Management, LLC 1.55% 2,647,695 $150.8M
25 Holowesko Partners Ltd. 1.47% 92,100 $5.2M
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: 600 funds bought or added vs 518 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 — 57% AUM from top-100 funds: 49 of 1163 holders are among the 100 largest funds by AUM, controlling 57% 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: 820 out of 1,167 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 Q1 hedge fund 13F filings?

As of today, UL has moved +3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.9% for the XLP sector ETF — an outperformance of +3.9%. Since the quarter end (March 31, 2026), UL has gained +1.7% vs +2.4% 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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