Unilever Plc-sponsored Adr (UL) — Institutional Holders Breakdown (Q2 2026)

UL ranks #362 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

UL is a top-conviction position for Saratoga Research & Investment Management — at 6.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in UL belongs to Wellington Management Group LLP, but the position matters far more to Saratoga Research & Investment Management, who has 6.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Saratoga Research & Investment Management has added to its UL position for two straight quarters, increasing it by $15.8M to reach $122.6M today.

Sustainable Growth Advisers, LP has trimmed its UL position for two straight quarters, cutting it by $11.2M while still holding $11.9M.

UL is up 2.3% today, and institutions have been net buyers of $1.3B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

UL closed its latest fiscal year with net income of $10.0B.

• Profitable — net income of $10.0B in the latest fiscal year
• Revenue declined 3.8% year over year
• Net income improved year over year, from $6.4B to $10.0B
• Generated $8.1B in positive operating cash flow
• Current ratio of 0.79x — below the conventional 1.5x liquidity buffer
• Liabilities run 3.41x equity — a highly leveraged balance sheet worth noting