$UL is held by 26 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.05%, with an average of 0.18% of portfolio. Largest holder: Ativo Capital Management LLC at 1.05%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
UNILEVER PLC SPON ADR NEW
13F holders
1,128
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,128 · Source: 13F-HR01
Citizens Financial Group INC
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02
State Farm Mutual Automobile Insurance Co.
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03
Al Warda Investments RSC Ltd
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04
Bowie Capital Management, LLC
—
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05
CBM Financial, LLC
—
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06
Bank of Nova Scotia Trust Co.
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07
Bedrijfstakpensioenfonds Voor De Media Pno
—
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08
Marquette Asset Management, LLC
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09
Strategic Planning Group, LLC
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10
Madison Investment Advisors, LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
26 holders · Q1 202601
Ativo Capital Management LLC
1.05% NEW
α +73.9pts
02
ProVise Management Group, LLC
0.84% NEW
α +11.2pts
03
Wellington Management Group LLP
0.42% held
α +10.5pts
04
Euro Pacific Asset Management, LLC
0.41% held
α +72.3pts
05
Shufro Rose & Co. LLC
0.35% NEW
α +32.3pts
06
River Road Asset Management, LLC
0.29% held
α +12.9pts
07
Hummer Financial Advisory Services Inc
0.19% NEW
α +53.0pts
08
Connor, Clark & Lunn Investment Management Ltd.
0.18% NEW
α +12.3pts
09
Gentry Private Wealth, LLC
0.17% held
α +22.9pts
10
Courier Capital LLC
0.15% NEW
α +14.9pts
11
Voloridge Investment Management, LLC
0.10% held
α +15.5pts
12
Aigen Investment Management, LP
0.09% held
α +50.5pts
13
Beverly Hills Private Wealth, LLC
0.08% held
α +10.4pts
14
Fulton Bank, N.a.
0.07% held
α +23.8pts
15
Delta Financial Advisors LLC
0.07% held
α +18.1pts
16
Principal Securities, Inc.
0.04% held
α +21.3pts
17
WINTON GROUP Ltd
0.02% held
α +27.0pts
18
Choate Investment Advisors
0.02% held
α +13.8pts
19
Scopia Capital Management LP
0.01% held
α +10.2pts
20
Bradley Foster & Sargent INC
0.00% held
α +11.1pts
21
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
22
Citigroup Inc.
0.00% held
α +26.3pts
23
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
24
Costello Asset Management, INC
0.00% held
α +14.3pts
25
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
26
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $UL in the recent window.
Congress trades · last 90 days
11 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $UL lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $UL — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:37 UTC.