Security record · archived quarter
HLN
Haleon plc · Healthcare · Drug Manufacturers - Specialty & Generic
100Tracked holders
+1Δ holders
506.60MShares held
$5.01BReported value
+6New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +1.0% ·
share flow +5.0% ·
net new positions 0.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 156.92K | $1.42M | n/a | n/a |
| 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 | n/a | n/a |
| Q4 2024 | 13 | +1 | 208.23M | $1.99B | +2 | −1 |
| Q3 2024 | 11 | 0 | 206.41M | $2.18B | +2 | −2 |
| Q2 2024 | 11 | n/a | 210.64M | $1.74B | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 146.54M | -3.4% | $1.47B | 0.8% | ▼ Trim | 8 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 113.97M | +5.6% | $1.14B | 0.1% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | Clearbridge Investments, LLC | 31.72M | +0.9% | $317.50M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 19.17M | -10.8% | $191.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 5 | Harris Associates (Oakmark) ✦ | 15.03M | New | $150.47M | 0.2% | New | 1 | SEC ↗ ×2 |
| 6 | Arrowstreet Capital ✦ | 14.67M | +82.8% | $146.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Aristotle Capital Management, LLC | 20.18M | -1.1% | $138.40M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 10.93M | +17.0% | $109.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Jones Financial Companies Lllp | 9.09M | +2454.6% | $89.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Nuveen, LLC | 8.70M | +41.0% | $87.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 8.28M | +2.2% | $82.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 12 | Envestnet Asset Management Inc | 7.03M | +28.4% | $70.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 6.57M | +38.7% | $65.81M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 14 | Raymond James Financial Inc | 6.26M | +3.5% | $62.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Goldman Sachs Group ✦ | 6.13M | -41.3% | $61.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | BlackRock ✦ (passive) | 5.25M | +5.4% | $52.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 17 | Rockefeller Capital Management L.P. | 5.10M | -5.4% | $51.09M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 18 | Northern Trust Corp | 4.88M | +1.3% | $48.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Wellington Management ✦ | 4.83M | -3.3% | $48.33M | 0.0% | ▼ Trim | 8 | SEC ↗ ×5 |
| 20 | Bank Julius Baer & Co. Ltd, Zurich | 4.36M | -2.3% | $43.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | First Eagle Investment Management… | 4.03M | +20.9% | $40.37M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Wells Fargo & Company/Mn | 4.02M | +7.9% | $40.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 23 | CIBC Bancorp USA Inc. | 3.95M | n/a | $39.59M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 24 | Royal Bank Of Canada | 3.06M | +8.4% | $30.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 25 | Principal Financial Group Inc | 2.80M | +27393.7% | $28.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 2.60M | -2.1% | $25.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 27 | Jane Street Group, Llc | 2.29M | +49.0% | $22.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Stifel Financial Corp | 2.18M | +3.5% | $21.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 29 | Grantham, Mayo, Van Otterloo & Co.… | 1.90M | +18.7% | $19.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | LPL Financial LLC | 1.75M | +6.7% | $17.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wcm Investment Management, Llc | 1.73M | +70.2% | $17.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Kayne Anderson Rudnick Investment… | 1.58M | -2.6% | $15.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Franklin Resources Inc | 1.53M | +0.3% | $15.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 34 | Citigroup Inc | 1.33M | +36.4% | $13.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Sei Investments Co | 1.29M | +89.4% | $12.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Quantinno Capital Management LP | 1.22M | +11.8% | $12.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Tidal Investments LLC | 1.17M | -18.4% | $11.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | American Century Companies Inc | 1.13M | +14.0% | $11.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Manufacturers Life Insurance… | 1.13M | -1.1% | $11.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Hrt Financial Lp | 1.10M | New | $11.01M | 0.0% | New | 1 | SEC ↗ |
| 41 | UBS Group AG | 1.10M | +10.1% | $10.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Russell Investments Group, Ltd. | 1.04M | +1.6% | $10.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Citadel Advisors ✦ | 1.00M | -86.6% | $10.03M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 946.63K | -88.9% | $9.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 45 | Neuberger Berman Group LLC | 935.23K | +21.9% | $9.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Massachusetts Financial Services Co… | 795.40K | +3.7% | $7.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Us Bancorp \De\ | 704.47K | +34.6% | $7.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 48 | Charles Schwab Investment… | 684.56K | +20.6% | $6.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 673.29K | New | $6.74M | 0.0% | New | 1 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 663.27K | +493.1% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Mariner, LLC | 636.79K | +2.7% | $6.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 52 | Creative Planning | 631.00K | +19.4% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 53 | Truist Financial Corp | 498.89K | +5.7% | $4.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 54 | Dimensional Fund Advisors Lp | 464.72K | -1.7% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Cerity Partners LLC | 459.20K | +3.0% | $4.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 56 | Captrust Financial Advisors | 371.70K | +12.6% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Focus Partners Wealth | 195.55K | +14.4% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Fisher Asset Management ✦ | 327.13K | +3.9% | $3.27M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 59 | Mercer Global Advisors Inc /Adv | 293.96K | -7.7% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Marshall Wace ✦ | 271.57K | New | $2.72M | 0.0% | New | 1 | SEC ↗ ×2 |
| 61 | Pnc Financial Services Group, Inc. | 249.11K | 0.0% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 62 | Cetera Investment Advisers | 247.74K | +17.0% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Fifth Third Bancorp | 217.16K | -1.6% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | D. E. Shaw & Co. ✦ | 209.06K | New | $2.09M | 0.0% | New | 1 | SEC ↗ |
| 65 | 1832 Asset Management L.P. | 198.88K | -83.5% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 197.62K | +31.9% | $1.98M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 67 | Commonwealth Equity Services, Llc | 193.75K | -2.2% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | HighTower Advisors, LLC | 192.18K | +36.6% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | First Trust Advisors Lp | 188.88K | +0.2% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Ameriprise Financial Inc | 155.11K | +10.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 71 | Corient Private Wealth LP | 138.78K | -45.1% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | Osaic Holdings, Inc. | 129.15K | +0.7% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 73 | Mml Investors Services, Llc | 119.79K | -12.3% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Susquehanna International Group, Llp | 114.69K | +357.3% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Rhumbline Advisers | 91.08K | +5.6% | $911,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Brown Advisory Inc | 79.38K | -7.5% | $794,553 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Wealth Enhancement Advisory… | 75.50K | -29.2% | $749,701 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Tweedy, Browne ✦ | 72.75K | -4.9% | $728,228 | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 79 | Alliancebernstein L.P. | 63.56K | +11.2% | $642,571 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Lido Advisors, LLC | 59.91K | +22.5% | $599,687 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | CIBC Asset Management Inc | 53.47K | New | $535,185 | 0.0% | New | 1 | SEC ↗ |
| 82 | Blair William & Co/Il | 51.47K | -0.3% | $515,204 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Allspring Global Investments… | 43.71K | +13.6% | $434,737 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Pacer Advisors, Inc. | 75.03K | +3.2% | $371,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Northwestern Mutual Wealth… | 28.64K | +38.7% | $286,682 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Baird Financial Group, Inc. | 27.71K | +1.2% | $277,357 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 87 | Barclays Plc | 23.36K | -96.0% | $233,864 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Cwm, Llc | 22.29K | +1.9% | $223,113 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | State Street Global Advisors ✦ (passive) | 19.56K | 0.0% | $195,836 | 0.0% | Held | 6 | SEC ↗ |
| 90 | Invesco Ltd. | 17.88K | -16.3% | $179,013 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | TD Waterhouse Canada Inc. | 14.82K | +160.2% | $147,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Lazard Asset Management Llc | 12.00K | 0.0% | $120,120 | 0.0% | Held | 2 | SEC ↗ |
| 93 | Simplex Trading, Llc | 8.92K | +14.4% | $89,309 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Assetmark, Inc | 6.49K | +8.9% | $64,983 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | National Bank Of Canada /Fi/ | 6.03K | -66.2% | $60,310 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | FIL Ltd | 4.54K | -2.1% | $45,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Deutsche Bank Ag\ | 1.24K | +46.0% | $12,423 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 98 | Group One Trading Llc | 900 | +125.0% | $9,009 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Bnp Paribas Financial Markets | 445 | -99.9% | $4,454 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Nomura Asset Management Co Ltd | 0 | n/a | $0 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Harris Associates (Oakmark) | $150.47M | 0.2% |
| Hrt Financial Lp | $11.01M | 0.0% |
| Qube Research & Technologies… | $6.74M | 0.0% |
| Marshall Wace | $2.72M | 0.0% |
| D. E. Shaw & Co. | $2.09M | 0.0% |
| CIBC Asset Management Inc | $535,185 | 0.0% |
Exited
| Norges Bank | $163.53M | was 0.0% |
| Optiver Holding B.V. | $12.10M | was 0.2% |
| LMR Partners LLP | $9.10M | was 0.1% |
| Balyasny Asset Management L.P. | $6.73M | was 0.0% |
| Bank Of Nova Scotia | $185,627 | was 0.0% |
| Toronto Dominion Bank | $44,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 618 holders, 559.47M shares, $5.40B 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: Q1 2026 ·
Methodology ·
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