HALEON PLC (HLN)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
612
Reporting holders
$5.4B
Reported value
6.5%
Of shares outstanding
0.0%
Held as options
+23
Holder change
Institutions report 581,190,305 shares against 8,952,353,648 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2026-03-13).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Dodge & Cox | $1.4B | 149,934,507 | 0.73% | 16q | +2.3%+$31.7M |
| FMR LLC | $1.1B | 120,991,250 | 0.05% | 16q | +6.2%+$65.5M |
| Clearbridge Investments, LLC | $301.8M | 32,342,126 | 0.25% | 16q | +2.0%+$5.8M |
| MORGAN STANLEY | $181.6M | 19,461,762 | 0.01% | 16q | +1.5%+$2.8M |
| HARRIS ASSOCIATES L P | $157.1M | 16,833,252 | 0.21% | 2q | +12.0%+$16.8M |
| Harding Loevner LP | $147.8M | 15,414,796 | 1.39% | 14q | -1.9%-$2.9M |
| Nuveen, LLC | $143.1M | 15,332,859 | 0.03% | 6q | +76.3%+$61.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $132.3M | 14,181,817 | 0.06% | 4q | -3.4%-$4.6M |
| BANK OF AMERICA CORP /DE/ | $101.2M | 10,850,097 | 0.01% | 16q | -0.8%-$784.9K |
| JPMORGAN CHASE & CO | $101.0M | 10,824,395 | 0.01% | 16q | +30.7%+$23.7M |
| Point72 Asset Management, L.P. | $86.4M | 9,264,255 | 0.10% | 7q | +40.9%+$25.1M |
| RAYMOND JAMES FINANCIAL INC | $67.9M | 7,278,875 | 0.02% | 7q | +16.2%+$9.5M |
| NORGES BANK | $66.9M | 7,175,000 | 0.01% | 3q | -55.6%-$84.0M |
| Aristotle Capital Management, LLC | $66.2M | 7,090,436 | 0.14% | 16q | -7.5%-$5.3M |
| JONES FINANCIAL COMPANIES LLLP | $65.8M | 7,116,095 | 0.03% | 15q | -21.7%-$18.2M |
| Douglas Lane & Associates, LLC | $62.4M | 6,692,390 | 0.85% | 16q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $58.6M | 6,276,154 | 0.01% | 16q | -10.8%-$7.1M |
| GOLDMAN SACHS GROUP INC | $50.3M | 5,394,442 | 0.00% | 16q | -12.0%-$6.8M |
| WELLS FARGO & COMPANY/MN | $45.9M | 4,924,330 | 0.01% | 16q | -38.8%-$29.1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $44.6M | 4,783,989 | 0.19% | 7q | +186.9%+$29.1M |
| Bank Julius Baer & Co. Ltd, Zurich | $41.8M | 4,481,615 | 0.11% | 7q | +2.9%+$1.2M |
| First Eagle Investment Management, LLC | $39.4M | 4,224,856 | 0.07% | 16q | +4.8%+$1.8M |
| BlackRock, Inc. | $37.1M | 3,977,539 | 0.00% | 8q | -24.3%-$11.9M |
| NORTHERN TRUST CORP | $37.0M | 3,965,011 | 0.00% | 16q | -18.8%-$8.5M |
| CIBC Bancorp USA Inc. | $36.0M | 3,856,063 | 0.04% | 2q | -2.5%-$909.5K |
| JANE STREET GROUP, LLC | $34.2M | 3,669,116 | 0.00% | 12q | +60.1%+$12.9M |
| ROYAL BANK OF CANADA | $31.6M | 3,385,489 | 0.00% | 16q | +10.5%+$3.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $30.5M | 3,273,583 | 0.01% | 12q | -32.2%-$14.5M |
| Bank of New York Mellon Corp | $30.5M | 3,272,543 | 0.01% | 16q | +26.0%+$6.3M |
| VAN ECK ASSOCIATES CORP | $28.9M | 3,095,451 | 0.02% | 16q | -33.3%-$14.4M |
| WCM INVESTMENT MANAGEMENT, LLC | $24.5M | 2,623,246 | 0.04% | 13q | +52.1%+$8.4M |
| STIFEL FINANCIAL CORP | $24.3M | 2,604,559 | 0.02% | 16q | +19.4%+$3.9M |
| D. E. Shaw & Co., Inc. | $23.6M | 2,525,293 | 0.01% | 2q | +1107.9%+$21.6M |
| PRINCIPAL FINANCIAL GROUP INC | $19.8M | 2,124,667 | 0.01% | 3q | -24.2%-$6.3M |
| LPL Financial LLC | $19.0M | 2,036,156 | 0.00% | 16q | +16.3%+$2.7M |
| Goodman Financial Corp | $16.8M | 1,803,127 | 2.60% | 2q | +57.1%+$6.1M |
| Night Squared LP | $16.1M | 1,726,555 | 1.73% | new | NEW |
| CLARK ESTATES INC/NY | $15.9M | 1,700,000 | 3.66% | 16q | +21.4%+$2.8M |
| CITADEL ADVISORS LLC | $15.6M | 1,663,132 | 0.00% | 16q | +66.0%+$6.2M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $14.6M | 1,562,134 | 0.05% | 16q | -1.4%-$201.5K |
| CITIGROUP INC | $14.1M | 1,507,538 | 0.00% | 16q | +13.4%+$1.7M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $13.9M | 1,486,022 | 0.03% | 11q | -21.7%-$3.8M |
| FRANKLIN RESOURCES INC | $12.1M | 1,295,541 | 0.00% | 16q | -15.0%-$2.1M |
| UBS Group AG | $11.4M | 1,124,074 | 0.00% | 16q | +2.5%+$284.4K |
| Quantinno Capital Management LP | $10.7M | 1,151,189 | 0.01% | 15q | -5.8%-$656.0K |
| ABC ARBITRAGE SA | $10.3M | 1,109,295 | 1.12% | 6q | +132.4%+$5.9M |
| Russell Investments Group, Ltd. | $10.3M | 1,108,033 | 0.01% | 16q | +6.6%+$637.8K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $10.3M | 1,101,870 | 0.01% | 10q | -2.6%-$275.5K |
| CAPITAL FUND MANAGEMENT S.A. | $9.8M | 1,054,437 | 0.04% | 8q | +150.4%+$5.9M |
| AMERICAN CENTURY COMPANIES INC | $9.3M | 992,921 | 0.00% | 16q | -12.5%-$1.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $8.9M | 957,121 | 0.00% | 3q | +20.3%+$1.5M |
| MILLENNIUM MANAGEMENT LLC | $8.7M | 932,186 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $8.5M | 908,864 | 0.00% | 16q | -4.0%-$352.4K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $7.2M | 773,503 | 0.02% | 3q | +247.3%+$5.1M |
| Mariner, LLC | $7.2M | 771,516 | 0.01% | 16q | +21.2%+$1.3M |
| TUDOR INVESTMENT CORP ET AL | $7.1M | 762,877 | 0.01% | new | NEW |
| SEI INVESTMENTS CO | $7.1M | 757,480 | 0.01% | 16q | -41.1%-$4.9M |
| Crossmark Global Holdings, Inc. | $7.0M | 749,194 | 0.09% | 16q | HELD |
| Callan Family Office, LLC | $6.6M | 705,978 | 0.13% | 7q | -3.9%-$266.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.6M | 702,611 | 0.00% | 15q | +2.6%+$168.4K |
| Sixth Street Partners Management Company, L.P. | $6.6M | 702,611 | 0.00% | new | NEW |
| NEUBERGER BERMAN GROUP LLC | $6.3M | 677,951 | 0.00% | 16q | -27.5%-$2.4M |
| Darwins River Capital, LP | $6.3M | 676,329 | 3.46% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.2M | 663,207 | 0.00% | 3q | HELD |
| US BANCORP \DE\ | $6.1M | 650,820 | 0.01% | 16q | -7.6%-$500.5K |
| Welch & Forbes LLC | $6.0M | 643,501 | 0.07% | 15q | HELD |
| Creative Planning | $5.3M | 567,208 | 0.00% | 16q | -10.1%-$595.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $4.8M | 518,522 | 0.00% | 16q | +76.4%+$2.1M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $4.8M | 512,009 | 0.05% | 16q | +7.5%+$333.5K |
| Quadrature Capital Ltd | $4.8M | 509,864 | 0.04% | 2q | +928.7%+$4.3M |
| TRUIST FINANCIAL CORP | $4.7M | 504,080 | 0.01% | 16q | +1.0%+$48.4K |
| Scharf Investments, LLC | $4.5M | 485,251 | 0.15% | 5q | -57.8%-$6.2M |
| Orion Porfolio Solutions, LLC | $4.5M | 478,177 | 0.03% | 16q | +23.2%+$839.9K |
| DIMENSIONAL FUND ADVISORS LP | $4.3M | 463,150 | 0.00% | 16q | HELD |
| Pinnacle Financial Partners, Inc. | $4.1M | 443,519 | 0.03% | 3q | +2.2%+$89.8K |
| Cerity Partners LLC | $4.1M | 443,467 | 0.01% | 16q | -3.4%-$146.8K |
| CIDEL ASSET MANAGEMENT INC | $3.9M | 423,205 | 0.19% | 4q | -10.7%-$471.0K |
| BARCLAYS PLC | $3.9M | 412,788 | 0.00% | 4q | +1666.8%+$3.6M |
| Third View Private Wealth, LLC | $3.8M | 412,429 | 0.47% | 3q | +13.8%+$466.6K |
| Savant Capital, LLC | $3.8M | 391,297 | 0.01% | 8q | +225.4%+$2.6M |
| Bridgewater Associates, LP | $3.8M | 403,127 | 0.02% | new | NEW |
| Tidal Investments LLC | $3.6M | 390,259 | 0.01% | 6q | -66.6%-$7.3M |
| QRG CAPITAL MANAGEMENT, INC. | $3.6M | 383,552 | 0.03% | 12q | +1.1%+$37.6K |
| Schonfeld Strategic Advisors LLC | $3.4M | 363,872 | 0.01% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $3.2M | 342,734 | 0.00% | 8q | +73.4%+$1.4M |
| Sanctuary Advisors, LLC | $3.2M | 340,028 | 0.01% | 9q | +15.2%+$418.9K |
| GAM Holding AG | $3.1M | 330,494 | 0.24% | 16q | HELD |
| Fisher Asset Management, LLC | $3.1M | 329,891 | 0.00% | 16q | +0.8%+$25.8K |
| Vestmark Advisory Solutions, Inc. | $2.9M | 314,017 | 0.03% | 16q | -3.4%-$103.9K |
| LGT Group Foundation | $2.9M | 307,275 | 0.03% | 7q | +3.3%+$92.4K |
| MANNING & NAPIER ADVISORS LLC | $2.8M | 300,561 | 0.04% | 9q | -1.9%-$55.5K |
| BENJAMIN EDWARDS INC | $2.6M | 280,008 | 0.02% | 8q | +21.2%+$456.2K |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.6M | 275,444 | 0.13% | 10q | +35.7%+$675.5K |
| Horizon Investments, LLC | $2.6M | 274,831 | 0.03% | 4q | -32.0%-$1.2M |
| EAGLE GLOBAL ADVISORS LLC | $2.5M | 268,302 | 0.08% | 7q | -15.6%-$463.7K |
| CAPTRUST FINANCIAL ADVISORS | $2.5M | 263,202 | 0.00% | 16q | -29.2%-$1.0M |
| Corient Private Wealth LP | $2.4M | 261,114 | 0.00% | 15q | +88.2%+$1.1M |
| TRILLIUM ASSET MANAGEMENT, LLC | $2.3M | 245,427 | 0.07% | 3q | -1.7%-$40.8K |
| DAVENPORT & Co LLC | $2.3M | 244,030 | 0.01% | 16q | -2.2%-$52.4K |
| Cetera Investment Advisers | $2.3M | 241,966 | 0.00% | 16q | -2.3%-$53.9K |
Showing the largest 100 of 641 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 612 | $5.4B | 581,190,305 | 78 | 191 | 193 | 0.0% |
| Q1 2026 | 589 | $5.5B | 552,759,306 | 77 | 196 | 155 | 0.0% |
| Q4 2025 | 572 | $5.5B | 548,270,593 | 56 | 206 | 141 | 0.0% |
| Q3 2025 | 563 | $5.0B | 553,036,442 | 63 | 141 | 210 | 0.0% |
| Q2 2025 | 587 | $5.9B | 567,026,803 | 72 | 199 | 157 | 0.0% |
| Q1 2025 | 560 | $5.8B | 561,303,161 | 43 | 169 | 182 | 0.0% |
| Q4 2024 | 573 | $6.9B | 726,004,148 | 56 | 185 | 156 | 0.0% |
| Q3 2024 | 543 | $5.4B | 511,593,197 | 63 | 152 | 169 | 0.0% |
| Q2 2024 | 534 | $4.3B | 515,955,591 | 40 | 190 | 163 | 0.0% |
| Q1 2024 | 549 | $4.4B | 514,972,942 | 63 | 172 | 156 | 0.0% |
| Q4 2023 | 530 | $3.2B | 389,249,340 | 45 | 152 | 155 | 0.1% |
| Q3 2023 | 515 | $3.1B | 373,312,850 | 47 | 151 | 156 | 0.1% |
| Q2 2023 | 514 | $3.0B | 360,534,865 | 55 | 128 | 171 | 0.2% |
| Q1 2023 | 493 | $3.1B | 381,208,146 | 58 | 117 | 171 | 0.1% |
| Q4 2022 | 469 | $2.3B | 291,610,425 | 106 | 108 | 138 | 0.4% |
| Q3 2022 | 534 | $1.9B | 308,322,304 | 536 | 0 | 0 | 0.4% |