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Security record · archived quarter

HLN

Haleon plc · Healthcare · Drug Manufacturers - Specialty & Generic

10.18 +0.2% mkt cap $44.83B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
15Tracked holders
0Δ holders
306.18MShares held
$3.18BReported value
+2New positions
−2Exits
Falling Conviction score 41/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -6.8% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 104 +5 528.30M $4.87B +8 −3
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 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Dodge & Cox 155.47M -8.1% $1.61B 0.9% ▼ Trim 5 SEC ↗
2 Fidelity (FMR) 111.76M $1.16B 0.1% n/c 1 SEC ↗
3 Fidelity (FMR) 111.76M $1.16B 0.1% n/c 1 SEC ↗
4 Fidelity (FMR) 111.76M $1.16B 0.1% n/c 1 SEC ↗
5 Fidelity (FMR) 111.76M $1.16B 0.1% n/c 1 SEC ↗
6 Wellington Management 16.69M -10.8% $173.03M 0.0% ▼ Trim 5 SEC ↗
7 Wellington Management 16.69M -10.8% $173.03M 0.0% ▼ Trim 5 SEC ↗
8 Wellington Management 16.69M -10.8% $173.03M 0.0% ▼ Trim 5 SEC ↗
9 Wellington Management 16.69M -10.8% $173.03M 0.0% ▼ Trim 5 SEC ↗
10 Wellington Management 16.69M -10.8% $173.03M 0.0% ▼ Trim 5 SEC ↗
11 Wellington Management 16.69M -10.8% $173.03M 0.0% ▼ Trim 5 SEC ↗
12 Renaissance Technologies 7.79M +528.1% $80.75M 0.1% ▲ Add 5 SEC ↗
13 BlackRock (passive) 6.42M $66.61M 0.0% n/c 1 SEC ↗
14 BlackRock (passive) 6.42M $66.61M 0.0% n/c 1 SEC ↗
15 BlackRock (passive) 6.42M $66.61M 0.0% n/c 1 SEC ↗
16 BlackRock (passive) 6.42M $66.61M 0.0% n/c 1 SEC ↗
17 Citadel Advisors 4.57M -23.6% $47.40M 0.0% ▼ Trim 5 SEC ↗
18 Citadel Advisors 4.57M -23.6% $47.40M 0.0% ▼ Trim 5 SEC ↗
19 Millennium Management 2.15M -49.0% $22.30M 0.0% ▼ Trim 4 SEC ↗
20 Fisher Asset Management 354.04K -8.5% $3.67M 0.0% ▼ Trim 5 SEC ↗
21 State Street Global Advisors (passive) 312.90K -3.9% $3.24M 0.0% ▼ Trim 3 SEC ↗
22 Norges Bank (passive) 275.00K New $2.85M 0.0% New 1 SEC ↗
23 AQR Capital Management 128.10K +33.0% $1.33M 0.0% ▲ Add 4 SEC ↗
24 AQR Capital Management 128.10K +33.0% $1.33M 0.0% ▲ Add 4 SEC ↗
25 AQR Capital Management 128.10K +33.0% $1.33M 0.0% ▲ Add 4 SEC ↗
26 Point72 Asset Management 89.40K -98.7% $927,078 0.0% ▼ Trim 3 SEC ↗
27 Tweedy, Browne 76.81K -5.7% $796,478 0.1% ▼ Trim 5 SEC ↗
28 Marshall Wace 60.94K New $631,989 0.0% New 1 SEC ↗
29 Marshall Wace 60.94K New $631,989 0.0% New 1 SEC ↗
30 Two Sigma Investments 35.84K -69.0% $371,630 0.0% ▼ Trim 5 SEC ↗

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

New buyers

Norges Bank $2.85M 0.0%
Marshall Wace $631,989 0.0%
Marshall Wace $631,989 0.0%

Exited

Arrowstreet Capital $25.89M was 0.0%
D. E. Shaw & Co. $9.40M 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 2025 · Methodology · Get this via the API