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Unilever PLC

UL Consumer Staples
$65.43 +$1.38 (2.15%)
Market Cap: $142.96 B
Gurus Holding
8
Popularity Rank
#735
% of Shares Held
1.14%
Net Activity (Q4 2025)
+$57.64 M

Guru Ownership Trend

Guru Analysis for Unilever PLC (UL)

Unilever PLC (UL), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.63 B.

Top institutional holders include Ken Fisher and HOTCHKIS & WILEY.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $57.64 M net inflow during the quarter.

Recent activity highlights Jeremy Grantham who increased their stake by 77.6%. Conversely, Manning & Napier Group reduced exposure by 2.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$74.6 M
Total Buy Value
New Buys 0
Additions 5
-$16.96 M
Total Sell Value
Reductions 3
Sold Out 5

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
8
Net Buyers
5

FAQs for Unilever PLC (UL)

Major holders include Ken Fisher ($1.35 B), HOTCHKIS & WILEY ($178.12 M), First Eagle Investment ($44.3 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 24.93 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $57.64 M, with 5 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 5 fully exited UL. The total reported sell value was $16.96 M.

Yes, 0 managers opened new positions in UL, and 5 increased their existing holdings. The total reported buy value was $74.6 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.46% Add 3.1% 20,658,738 $1.35 B Q4 2025
0.53% Add 7.6% 2,723,620 $178.12 M Q4 2025
0.08% Add 8.6% 677,384 $44.3 M Q4 2025
0.08% Add 77.6% 469,364 $30.7 M Q4 2025
0.01% Add 54.8% 178,933 $11.7 M Q4 2025
0.09% Reduce -2.3% 103,007 $6.76 M Q4 2025
0.04% Reduce 0.0% 58,666 $3.84 M Q4 2025
0.29% Reduce -0.5% 55,374 $3.62 M Q4 2025
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