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Security record

HLN

Haleon plc · Healthcare · Drug Manufacturers - Specialty & Generic

9.32 +0.7% mkt cap $41.04B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
105Tracked holders
+5Δ holders
532.53MShares held
$4.91BReported value
+8New positions
−2Exits
Rising Conviction score 58/100 7 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.0% · share flow +3.7% · net new positions +5.7% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 105 +5 532.53M $4.91B +8 −2
Q1 2026 100 +1 506.60M $5.01B +6 −6
Q4 2025 99 -2 494.67M $4.94B +1 −2
Q3 2025 16 -1 341.18M $3.06B +1 −3
Q2 2025 15 0 306.18M $3.18B +2 −2
Q1 2025 13 0 210.33M $2.16B — —
Q4 2024 13 +1 208.23M $1.99B +2 −1
Q3 2024 11 0 206.41M $2.18B +2 −2
Q2 2024 11 — 210.64M $1.74B — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Dodge & Cox ✦ 149.93M +2.3% $1.40B 0.7% ▲ Add 9 SEC ↗
2 Fidelity (FMR) ✦ 120.99M +6.2% $1.13B 0.0% ▲ Add 5 SEC ↗ ×5
3 Clearbridge Investments, LLC 32.34M +2.0% $301.75M 0.2% ▲ Add 3 SEC ↗
4 Morgan Stanley ✦ 19.46M +1.5% $181.58M 0.0% ▲ Add 4 SEC ↗ ×12
5 Harris Associates (Oakmark) ✦ 16.83M +12.0% $157.05M 0.2% ▲ Add 2 SEC ↗ ×2
6 Nuveen, LLC 15.33M +76.3% $143.06M 0.0% ▲ Add 3 SEC ↗ ×3
7 Arrowstreet Capital ✦ 14.18M -3.4% $132.32M 0.1% ▼ Trim 4 SEC ↗
8 Aristotle Capital Management, LLC 19.01M -5.8% $121.14M 0.3% ▼ Trim 3 SEC ↗ ×2
9 Bank Of America Corp /De/ 10.85M -0.8% $101.23M 0.0% ▼ Trim 3 SEC ↗ ×5
10 JPMorgan Chase ✦ 10.82M +30.7% $100.99M 0.0% ▲ Add 4 SEC ↗ ×10
11 Point72 Asset Management ✦ 9.26M +40.9% $86.44M 0.1% ▲ Add 7 SEC ↗
12 Raymond James Financial Inc 7.28M +16.2% $67.91M 0.0% ▲ Add 3 SEC ↗ ×4
13 Norges Bank ✦ (passive) 7.17M New $66.94M 0.0% New 1 SEC ↗
14 Jones Financial Companies Lllp 7.12M -21.7% $65.75M 0.0% ▼ Trim 3 SEC ↗ ×2
15 Envestnet Asset Management Inc 6.28M -10.8% $58.56M 0.0% ▼ Trim 3 SEC ↗
16 Goldman Sachs Group ✦ 5.39M -12.0% $50.33M 0.0% ▼ Trim 4 SEC ↗ ×2
17 Wells Fargo & Company/Mn 4.92M +22.4% $45.94M 0.0% ▲ Add 3 SEC ↗ ×4
18 Bank Julius Baer & Co. Ltd, Zurich 4.48M +2.9% $41.84M 0.1% ▲ Add 3 SEC ↗
19 First Eagle Investment Management… 4.22M +4.8% $39.42M 0.1% ▲ Add 3 SEC ↗ ×2
20 BlackRock ✦ (passive) 3.98M -24.2% $37.11M 0.0% ▼ Trim 5 SEC ↗ ×3
21 Northern Trust Corp 3.97M -18.8% $36.99M 0.0% ▼ Trim 3 SEC ↗ ×3
22 CIBC Bancorp USA Inc. 3.86M -2.5% $35.99M 0.0% ▼ Trim 2 SEC ↗ ×2
23 Jane Street Group, Llc 3.67M +60.1% $34.23M 0.0% ▲ Add 3 SEC ↗ ×2
24 Royal Bank Of Canada 3.39M +10.5% $31.59M 0.0% ▲ Add 3 SEC ↗ ×9
25 Wellington Management ✦ 3.27M -32.2% $30.54M 0.0% ▼ Trim 9 SEC ↗ ×5
26 Bank of New York Mellon Corp 3.27M +26.0% $30.53M 0.0% ▲ Add 3 SEC ↗ ×8
27 Wcm Investment Management, Llc 2.62M +52.1% $24.47M 0.0% ▲ Add 3 SEC ↗ ×2
28 Stifel Financial Corp 2.60M +19.4% $24.30M 0.0% ▲ Add 3 SEC ↗ ×6
29 D. E. Shaw & Co. ✦ 2.53M +1107.9% $23.56M 0.0% ▲ Add 2 SEC ↗
30 Principal Financial Group Inc 2.12M -24.2% $19.82M 0.0% ▼ Trim 3 SEC ↗
31 LPL Financial LLC 2.04M +16.4% $19.00M 0.0% ▲ Add 3 SEC ↗
32 Citadel Advisors ✦ 1.66M +66.0% $15.52M 0.0% ▲ Add 9 SEC ↗ ×2
33 Kayne Anderson Rudnick Investment… 1.56M -1.4% $14.57M 0.0% ▼ Trim 3 SEC ↗
34 Citigroup Inc 1.51M +13.3% $14.07M 0.0% ▲ Add 3 SEC ↗ ×2
35 Grantham, Mayo, Van Otterloo & Co.… 1.49M -21.7% $13.86M 0.0% ▼ Trim 3 SEC ↗
36 Franklin Resources Inc 1.30M -15.1% $12.09M 0.0% ▼ Trim 3 SEC ↗ ×8
37 Quantinno Capital Management LP 1.15M -5.8% $10.74M 0.0% ▼ Trim 3 SEC ↗
38 UBS Group AG 1.12M +2.5% $10.49M 0.0% ▲ Add 3 SEC ↗ ×5
39 Russell Investments Group, Ltd. 1.11M +6.6% $10.34M 0.0% ▲ Add 3 SEC ↗ ×2
40 Manufacturers Life Insurance… 1.10M -2.6% $10.28M 0.0% ▼ Trim 3 SEC ↗
41 American Century Companies Inc 992.92K -12.5% $9.26M 0.0% ▼ Trim 3 SEC ↗
42 Massachusetts Financial Services Co… 957.12K +20.3% $8.93M 0.0% ▲ Add 3 SEC ↗ ×2
43 Millennium Management ✦ 932.19K New $8.70M 0.0% New 1 SEC ↗
44 Bank Of Montreal /Can/ 908.86K -4.0% $8.48M 0.0% ▼ Trim 3 SEC ↗ ×7
45 Mariner, LLC 771.52K +21.2% $7.20M 0.0% ▲ Add 3 SEC ↗ ×2
46 Tudor Investment Corp Et Al 762.88K New $7.12M 0.0% New 1 SEC ↗
47 Sei Investments Co 757.48K -41.1% $7.07M 0.0% ▼ Trim 3 SEC ↗ ×2
48 Charles Schwab Investment… 702.61K +2.6% $6.56M 0.0% ▲ Add 3 SEC ↗ ×2
49 Hrt Financial Lp 682.28K -38.0% $6.37M 0.0% ▼ Trim 2 SEC ↗
50 Neuberger Berman Group LLC 677.95K -27.5% $6.33M 0.0% ▼ Trim 3 SEC ↗ ×2
51 UBS AM, a distinct business unit of… 663.21K 0.0% $6.19M 0.0% ▼ Trim 3 SEC ↗
52 Us Bancorp \De\ 650.82K -7.6% $6.07M 0.0% ▼ Trim 3 SEC ↗ ×4
53 Creative Planning 567.21K -10.1% $5.29M 0.0% ▼ Trim 3 SEC ↗ ×2
54 Truist Financial Corp 504.08K +1.0% $4.70M 0.0% ▲ Add 3 SEC ↗ ×2
55 Dimensional Fund Advisors Lp 463.15K -0.3% $4.32M 0.0% ▼ Trim 3 SEC ↗ ×3
56 Cerity Partners LLC 443.47K -3.4% $4.14M 0.0% ▼ Trim 3 SEC ↗ ×3
57 Barclays Plc 412.79K +1666.8% $3.85M 0.0% ▲ Add 3 SEC ↗
58 Bridgewater Associates ✦ 403.13K New $3.76M 0.0% New 1 SEC ↗
59 Tidal Investments LLC 390.26K -66.6% $3.64M 0.0% ▼ Trim 3 SEC ↗
60 AQR Capital Management ✦ 342.73K +73.4% $3.20M 0.0% ▲ Add 8 SEC ↗ ×3
61 Fisher Asset Management ✦ 329.89K +0.8% $3.08M 0.0% ▲ Add 9 SEC ↗
62 Captrust Financial Advisors 263.20K -29.2% $2.46M 0.0% ▼ Trim 3 SEC ↗
63 Mercer Global Advisors Inc /Adv 259.26K -11.8% $2.42M 0.0% ▼ Trim 3 SEC ↗
64 Cetera Investment Advisers 241.97K -2.3% $2.26M 0.0% ▼ Trim 3 SEC ↗
65 Pnc Financial Services Group, Inc. 235.38K -5.5% $2.20M 0.0% ▼ Trim 3 SEC ↗ ×8
66 Focus Partners Wealth 221.29K +13.2% $2.06M 0.0% ▲ Add 3 SEC ↗
67 Fifth Third Bancorp 217.58K +0.2% $2.03M 0.0% ▲ Add 3 SEC ↗
68 Ameriprise Financial Inc 215.69K +39.1% $2.01M 0.0% ▲ Add 3 SEC ↗ ×4
69 1832 Asset Management L.P. 197.03K -0.9% $1.84M 0.0% ▼ Trim 3 SEC ↗
70 Commonwealth Equity Services, Llc 195.82K +1.1% $1.83M 0.0% ▲ Add 3 SEC ↗
71 First Trust Advisors Lp 167.56K -11.3% $1.56M 0.0% ▼ Trim 3 SEC ↗
72 HighTower Advisors, LLC 150.88K -21.5% $1.41M 0.0% ▼ Trim 3 SEC ↗
73 Osaic Holdings, Inc. 142.97K +10.7% $1.33M 0.0% ▲ Add 3 SEC ↗ ×4
74 Mml Investors Services, Llc 138.19K +15.4% $1.29M 0.0% ▲ Add 3 SEC ↗
75 Squarepoint Ops LLC 127.14K New $1.19M 0.0% New 1 SEC ↗
76 Rockefeller Capital Management L.P. 122.40K -97.6% $1.14M 0.0% ▼ Trim 3 SEC ↗ ×4
77 Corient Private Wealth LP 115.80K -16.6% $1.08M 0.0% ▼ Trim 3 SEC ↗
78 Wealth Enhancement Advisory… 84.20K +11.5% $821,819 0.0% ▲ Add 3 SEC ↗
79 Marshall Wace ✦ 86.58K -68.1% $807,810 0.0% ▼ Trim 2 SEC ↗
80 Two Sigma Investments ✦ 83.64K New $780,343 0.0% New 1 SEC ↗
81 Brown Advisory Inc 79.24K -0.2% $739,348 0.0% ▼ Trim 3 SEC ↗
82 Tweedy, Browne ✦ 72.03K -1.0% $672,087 0.1% ▼ Trim 9 SEC ↗
83 Alliancebernstein L.P. 59.67K -6.1% $597,267 0.0% ▼ Trim 3 SEC ↗
84 CIBC Asset Management Inc 60.50K +13.2% $564,465 0.0% ▲ Add 2 SEC ↗
85 Rhumbline Advisers 51.02K -44.0% $475,981 0.0% ▼ Trim 3 SEC ↗
86 Allspring Global Investments… 47.79K +9.3% $464,982 0.0% ▲ Add 3 SEC ↗
87 Blair William & Co/Il 48.90K -5.0% $456,262 0.0% ▼ Trim 3 SEC ↗
88 Lido Advisors, LLC 38.97K -35.0% $363,566 0.0% ▼ Trim 3 SEC ↗ ×2
89 Simplex Trading, Llc 38.86K +335.5% $362,535 0.0% ▲ Add 3 SEC ↗
90 Pacer Advisors, Inc. 69.89K -6.9% $322,000 0.0% ▼ Trim 3 SEC ↗
91 Northwestern Mutual Wealth… 28.68K +0.1% $267,612 0.0% ▲ Add 3 SEC ↗
92 Baird Financial Group, Inc. 28.55K +3.0% $266,380 0.0% ▲ Add 3 SEC ↗ ×2
93 State Street Global Advisors ✦ (passive) 28.41K +45.2% $265,103 0.0% ▲ Add 7 SEC ↗
94 Invesco Ltd. 18.71K +4.6% $174,548 0.0% ▲ Add 3 SEC ↗
95 Susquehanna International Group, Llp 13.81K -88.0% $128,894 0.0% ▼ Trim 3 SEC ↗
96 TD Waterhouse Canada Inc. 13.07K -11.8% $122,881 0.0% ▼ Trim 3 SEC ↗
97 Lazard Asset Management Llc 12.00K 0.0% $111,960 0.0% Held 3 SEC ↗
98 Hsbc Holdings Plc 10.72K New $100,008 0.0% New 1 SEC ↗
99 Assetmark, Inc 7.59K +16.9% $70,780 0.0% ▲ Add 3 SEC ↗
100 National Bank Of Canada /Fi/ 6.18K +2.5% $57,616 0.0% ▲ Add 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $66.94M 0.0%
Millennium Management $8.70M 0.0%
Tudor Investment Corp Et Al $7.12M 0.0%
Bridgewater Associates $3.76M 0.0%
Squarepoint Ops LLC $1.19M 0.0%
Two Sigma Investments $780,343 0.0%
Hsbc Holdings Plc $100,008 0.0%

Exited

Qube Research & Technologies… $6.74M was 0.0%
Group One Trading Llc $9,009 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 471.06K shares, $2.74M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API