Vault-13

HALEON PLC HLN

SPON ADS · ADR · CUSIP 405552100 · ISIN US4055521003

British multinational consumer healthcare company

641 institutional holders +13 vs Q1 2026
593,983,751594.0m shares reported held*
$5.5bnreported value*
78 new 213 added 214 reduced 58 sold out net bought ≈ $192.3m (+20.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.33. Options: 4 managers hold calls ($1.4m notional), 1 hold puts ($93.3k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 549Q4 22: 587Q1 23: 578Q2 23: 580Q3 23: 572Q4 23: 594Q1 24: 599Q2 24: 582Q3 24: 589Q4 24: 611Q1 25: 601Q2 25: 628Q3 25: 600Q4 25: 609Q1 26: 628Q2 26: 641641Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022549
Q4 2022587
Q1 2023578
Q2 2023580
Q3 2023572
Q4 2023594
Q1 2024599
Q2 2024582
Q3 2024589
Q4 2024611
Q1 2025601
Q2 2025628
Q3 2025600
Q4 2025609
Q1 2026628
Q2 2026641

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 247 bought or addedQ3 24: 253 cut or sold outQ4 24: 256 bought or addedQ4 24: 243 cut or sold outQ4 24Q1 25: 239 bought or addedQ1 25: 260 cut or sold outQ2 25: 291 bought or addedQ2 25: 221 cut or sold outQ2 25Q3 25: 224 bought or addedQ3 25: 327 cut or sold outQ4 25: 285 bought or addedQ4 25: 225 cut or sold outQ4 25Q1 26: 292 bought or addedQ1 26: 241 cut or sold outQ2 26: 291 bought or addedQ2 26: 272 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024247253
Q4 2024256243
Q1 2025239260
Q2 2025291221
Q3 2025224327
Q4 2025285225
Q1 2026292241
Q2 2026291272

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 25 calls: $1.2mQ3 25 puts: $230.5kQ3 25P/C 0.19Q4 25 calls: $756.2kQ4 25 puts: $109.2kQ4 25P/C 0.14Q1 26 calls: $517.5kQ1 26 puts: $115.1kQ1 26P/C 0.22Q2 26 calls: $1.4mQ2 26 puts: $93.3kQ2 26P/C 0.07
Numbers
QuarterCallsPutsP/C
Q3 2025$1.2m$230.5k0.19
Q4 2025$756.2k$109.2k0.14
Q1 2026$517.5k$115.1k0.22
Q2 2026$1.4m$93.3k0.07

Biggest buyers

FMR LLC Added +7,022,091+7.0m
Nuveen, LLC Added +6,633,766+6.6m
First Eagle Investment Management, LLC Added +4,417,069+4.4m
Dodge & Cox Added +3,394,844+3.4m
VOLORIDGE INVESTMENT MANAGEMENT, LLC Added +3,116,495+3.1m
Point72 Asset Management, L.P. Added +2,690,217+2.7m
JPMORGAN CHASE & CO Added +2,544,927+2.5m
D. E. Shaw & Co., Inc. Added +2,316,228+2.3m
HARRIS ASSOCIATES L P Added +1,801,211+1.8m
Night Squared LP New +1,726,555+1.7m

Biggest sellers

Sculptor Capital LP Sold out -5,300,868-5.3m
Rockefeller Capital Management L.P. Reduced -4,981,110-5.0m
NATIXIS ADVISORS, LLC Reduced -2,545,950-2.5m
JONES FINANCIAL COMPANIES LLLP Reduced -1,970,433-2.0m
WELLINGTON MANAGEMENT GROUP LLP Reduced -1,555,065-1.6m
VAN ECK ASSOCIATES CORP Reduced -1,543,986-1.5m
BlackRock, Inc. Reduced -1,273,418-1.3m
NORTHERN TRUST CORP Reduced -916,326-916.3k
Tidal Investments LLC Reduced -779,210-779.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -758,624-758.6k

Biggest calls

UBS Group AG New $947.9k101.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $363.9k39.0k shares
CITADEL ADVISORS LLC Reduced $107.3k11.5k shares
SIMPLEX TRADING, LLC Unchanged $2.8k300 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $93.3k10.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Dodge & Cox 0.73% of their portfolio San Francisco, CA 149,934,507149.9m $1.4bn $1.4bn 0.73% Added +3.4m +3,394,844
2 FMR LLC 0.05% of their portfolio BOSTON, MA 120,991,250121.0m $1.1bn $1.1bn 0.05% Added +7.0m +7,022,091
3 Clearbridge Investments, LLC 0.25% of their portfolio NEW YORK, NY 32,342,12632.3m $301.8m $301.8m 0.25% Added +623.4k +623,401
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 19,461,76219.5m $181.6m $181.6m 0.01% Added +295.5k +295,509
5 HARRIS ASSOCIATES L P 0.21% of their portfolio CHICAGO, IL 16,833,25216.8m $157.1m $157.1m 0.21% Added +1.8m +1,801,211
6 Harding Loevner LP 1.39% of their portfolio Bridgewater, NJ 15,414,79615.4m $147.8m $147.8m 1.39% Reduced -297.8k -297,754
7 Nuveen, LLC 0.03% of their portfolio CHARLOTTE, NC 15,332,85915.3m $143.1m $143.1m 0.03% Added +6.6m +6,633,766
8 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio BOSTON, MA 14,181,81714.2m $132.3m $132.3m 0.06% Reduced -492.7k -492,701
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 10,850,09710.9m $101.2m $101.2m 0.01% Reduced -84.1k -84,131
10 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 10,824,39510.8m $101.0m $101.0m 0.01% Added +2.5m +2,544,927
11 Point72 Asset Management, L.P. 0.13% of their portfolio STAMFORD, CT 9,264,2559.3m $86.4m $86.4m 0.13% Added +2.7m +2,690,217
12 First Eagle Investment Management, LLC 0.07% of their portfolio NEW YORK, NY 8,449,7128.4m $78.8m $78.8m 0.07% Added +4.4m +4,417,069
13 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 7,278,8757.3m $67.9m $67.9m 0.02% Added +1.0m +1,014,834
14 NORGES BANK 0.01% of their portfolio OSLO, Q8 7,175,0007.2m $66.9m $66.9m 0.01% Not comparable
15 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 7,116,0957.1m $65.8m $65.8m 0.03% Reduced -2.0m -1,970,433
16 Aristotle Capital Management, LLC 0.14% of their portfolio LOS ANGELES, CA 7,090,4367.1m $66.2m $66.2m 0.14% Reduced -573.1k -573,078
17 Douglas Lane & Associates, LLC 0.85% of their portfolio NEW YORK, NY 6,692,3906.7m $62.4m $62.4m 0.85% Reduced -1.4k -1,393
18 NATIXIS ADVISORS, LLC 0.07% of their portfolio Boston, MA 6,652,3496.7m $62.1m $62.1m 0.07% Reduced -2.5m -2,545,950
19 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 6,276,1546.3m $58.6m $58.6m 0.01% Reduced -758.6k -758,624
20 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 5,394,4425.4m $50.3m $50.3m 0.01% Reduced -733.0k -733,010
21 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 4,924,3304.9m $45.9m $45.9m 0.01% Added +901.6k +901,581
22 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.19% of their portfolio JUPITER, FL 4,783,9894.8m $44.6m $44.6m 0.19% Added +3.1m +3,116,495
23 Bank Julius Baer & Co. Ltd, Zurich 0.11% of their portfolio ZURICH, V8 4,481,6154.5m $41.8m $41.8m 0.11% Added +125.2k +125,239
24 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,977,5394.0m $37.1m $37.1m 0.00% Reduced -1.3m -1,273,418
25 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 3,965,0114.0m $37.0m $37.0m 0.00% Reduced -916.3k -916,326
26 CIBC Bancorp USA Inc. 0.04% of their portfolio CHICAGO, IL 3,856,0633.9m $36.0m $36.0m 0.04% Reduced -97.5k -97,450
27 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 3,669,1163.7m $34.2m $34.2m 0.02% Added +1.4m +1,377,348
28 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 3,385,4893.4m $31.6m $31.6m 0.01% Added +321.6k +321,573
29 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 3,273,5833.3m $30.5m $30.5m 0.01% Reduced -1.6m -1,555,065
30 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 3,272,5433.3m $30.5m $30.5m 0.01% Added +676.1k +676,089
31 VAN ECK ASSOCIATES CORP 0.02% of their portfolio NEW YORK, NY 3,095,4513.1m $28.9m $28.9m 0.02% Reduced -1.5m -1,543,986
32 WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio LAGUNA BEACH, CA 2,623,2462.6m $24.5m $24.5m 0.04% Added +898.2k +898,187
33 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 2,604,5592.6m $24.3m $24.3m 0.02% Added +422.7k +422,651
34 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 2,525,2932.5m $23.6m $23.6m 0.01% Added +2.3m +2,316,228
35 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 2,124,6672.1m $19.8m $19.8m 0.01% Reduced -678.9k -678,863
36 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 2,036,1562.0m $19.0m $19.0m 0.00% Added +286.1k +286,069
37 Goodman Financial Corp 2.60% of their portfolio HOUSTON, TX 1,803,1271.8m $16.8m $16.8m 2.60% Added +655.5k +655,468
38 Night Squared LP 1.73% of their portfolio New York, NY 1,726,5551.7m $16.1m $16.1m 1.73% New
39 CLARK ESTATES INC/NY 3.66% of their portfolio NEW YORK, NY 1,700,0001.7m $15.9m $15.9m 3.66% Added +300.0k +300,000
40 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 1,663,1321.7m $15.5m $15.5m 0.01% Added +661.3k +661,267
41 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.05% of their portfolio LOS ANGELES, CA 1,562,1341.6m $14.6m $14.6m 0.05% Reduced -21.6k -21,596
42 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 1,507,5381.5m $14.1m $14.1m 0.01% Added +177.6k +177,604
43 Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio Boston, MA 1,486,0221.5m $13.9m $13.9m 0.03% Reduced -411.7k -411,672
44 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 1,295,5411.3m $12.1m $12.1m 0.00% Reduced -229.5k -229,491
45 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 1,254,6161.3m $11.7m $11.7m 0.02% Added +190.9k +190,923
46 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 1,151,1891.2m $10.7m $10.7m 0.01% Reduced -70.3k -70,310
47 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,124,0741.1m $10.5m $10.5m 0.00% Added +28.0k +27,951
48 ABC ARBITRAGE SA 1.12% of their portfolio PARIS, I0 1,109,2951.1m $10.3m $10.3m 1.12% Added +631.9k +631,918
49 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 1,108,0331.1m $10.3m $10.3m 0.01% Added +68.4k +68,356
50 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 1,101,8701.1m $10.3m $10.3m 0.01% Reduced -29.5k -29,533
51 CAPITAL FUND MANAGEMENT S.A. 0.07% of their portfolio PARIS, I0 1,054,4371.1m $9.8m $9.8m 0.07% Added +633.4k +633,386
52 JTC Employer Solutions Trustee Ltd 0.79% of their portfolio ST HELIER, Y9 1,050,9071.1m $9.8m $9.8m 0.79% Reduced -559.8k -559,814
53 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 992,921992.9k $9.3m $9.3m 0.00% Reduced -141.6k -141,610
54 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 957,121957.1k $8.9m $8.9m 0.00% Added +161.7k +161,718
55 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 932,186932.2k $8.7m $8.7m 0.01% New
56 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 908,864908.9k $8.5m $8.5m 0.00% Reduced -37.8k -37,769
57 HANTZ FINANCIAL SERVICES, INC. 0.11% of their portfolio SOUTHFIELD, MI 852,184852.2k $8.0m $8.0m 0.11% Added +32.1k +32,113
58 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio COLUMBUS, OH 773,503773.5k $7.2m $7.2m 0.02% Added +550.8k +550,795
59 Mariner, LLC 0.01% of their portfolio Overland Park, KS 771,516771.5k $7.2m $7.2m 0.01% Added +134.7k +134,729
60 TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio STAMFORD, CT 762,877762.9k $7.1m $7.1m 0.03% New
61 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 757,480757.5k $7.1m $7.1m 0.01% Reduced -528.0k -528,005
62 Crossmark Global Holdings, Inc. 0.09% of their portfolio HOUSTON, TX 749,194749.2k $7.0m $7.0m 0.09% Reduced -171 -171
63 Callan Family Office, LLC 0.13% of their portfolio RADNOR, PA 705,978706.0k $6.6m $6.6m 0.13% Reduced -28.6k -28,592
64 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 702,611702.6k $6.6m $6.6m 0.00% Added +18.1k +18,053
65 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 682,281682.3k $6.4m $6.4m 0.02% Reduced -417.9k -417,909
66 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 677,951678.0k $6.3m $6.3m 0.00% Reduced -257.3k -257,278
67 Darwins River Capital, LP 3.46% of their portfolio NEW YORK, NY 676,329676.3k $6.3m $6.3m 3.46% New
68 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 663,207663.2k $6.2m $6.2m 0.00% Reduced -68 -68
69 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 650,820650.8k $6.1m $6.1m 0.01% Reduced -53.6k -53,648
70 Welch & Forbes LLC 0.07% of their portfolio Boston, MA 643,501643.5k $6.0m $6.0m 0.07% Unchanged
71 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 567,208567.2k $5.3m $5.3m 0.00% Reduced -63.8k -63,789
72 OPPENHEIMER ASSET MANAGEMENT INC. 0.05% of their portfolio NEW YORK, NY 512,009512.0k $4.8m $4.8m 0.05% Added +35.7k +35,746
73 Quadrature Capital Ltd 0.04% of their portfolio LONDON, X0 509,864509.9k $4.8m $4.8m 0.04% Added +460.3k +460,302
74 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 504,080504.1k $4.7m $4.7m 0.01% Added +5.2k +5,187
75 Scharf Investments, LLC 0.15% of their portfolio LOS GATOS, CA 485,251485.3k $4.5m $4.5m 0.15% Reduced -665.5k -665,499
76 Orion Porfolio Solutions, LLC 0.03% of their portfolio OMAHA, NE 478,177478.2k $4.5m $4.5m 0.03% Added +90.0k +90,018
77 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 463,150463.1k $4.3m $4.3m 0.00% Reduced -1.6k -1,574
78 Pinnacle Financial Partners, Inc. 0.03% of their portfolio ATLANTA, GA 443,519443.5k $4.1m $4.1m 0.03% Added +9.6k +9,626
79 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 443,467443.5k $4.1m $4.1m 0.01% Reduced -15.7k -15,738
80 CIDEL ASSET MANAGEMENT INC 0.19% of their portfolio TORONTO, A6 423,205423.2k $3.9m $3.9m 0.19% Reduced -50.5k -50,487
81 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 412,788412.8k $3.9m $3.9m 0.00% Added +389.4k +389,425
82 Third View Private Wealth, LLC 0.47% of their portfolio WESTPORT, CT 412,429412.4k $3.8m $3.8m 0.47% Added +50.0k +50,007
83 Bridgewater Associates, LP 0.02% of their portfolio Westport, CT 403,127403.1k $3.8m $3.8m 0.02% New
84 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 391,297391.3k $3.8m $3.8m 0.01% Added +271.1k +271,059
85 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 390,259390.3k $3.6m $3.6m 0.01% Reduced -779.2k -779,210
86 QRG CAPITAL MANAGEMENT, INC. 0.03% of their portfolio BERWYN, PA 383,552383.6k $3.6m $3.6m 0.03% Added +4.0k +4,035
87 2Xideas AG 0.74% of their portfolio KUSNACHT, V8 370,389370.4k $1.7m $1.7m 0.74% Reduced -67.1k -67,080
88 Schonfeld Strategic Advisors LLC 0.02% of their portfolio NEW YORK, NY 363,872363.9k $3.4m $3.4m 0.02% New
89 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 342,734342.7k $3.2m $3.2m 0.00% Added +145.1k +145,113
90 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 340,028340.0k $3.2m $3.2m 0.01% Added +44.9k +44,903
91 GAM Holding AG 0.24% of their portfolio Zurich, V8 330,494330.5k $3.1m $3.1m 0.24% Unchanged
92 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 329,891329.9k $3.1m $3.1m 0.00% Added +2.8k +2,760
93 Vestmark Advisory Solutions, Inc. 0.03% of their portfolio Wakefield, MA 314,017314.0k $2.9m $2.9m 0.03% Reduced -11.1k -11,141
94 LGT Group Foundation 0.03% of their portfolio VADUZ, N2 307,275307.3k $2.9m $2.9m 0.03% Added +9.9k +9,906
95 MANNING & NAPIER ADVISORS LLC 0.04% of their portfolio Fairport, NY 300,561300.6k $2.8m $2.8m 0.04% Reduced -5.9k -5,948
96 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 280,008280.0k $2.6m $2.6m 0.02% Added +48.9k +48,902
97 FOUNDERS FINANCIAL SECURITIES LLC 0.13% of their portfolio TOWSON, MD 275,444275.4k $2.6m $2.6m 0.13% Added +72.4k +72,398
98 Horizon Investments, LLC 0.03% of their portfolio Charlotte, NC 274,831274.8k $2.6m $2.6m 0.03% Reduced -129.2k -129,229
99 EAGLE GLOBAL ADVISORS LLC 0.08% of their portfolio Houston, TX 268,302268.3k $2.5m $2.5m 0.08% Reduced -49.7k -49,698
100 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 263,202263.2k $2.5m $2.5m 0.00% Reduced -108.5k -108,500