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Disclosery

HLN HALEON PLC

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ADR (ADR), issuer CIK 1900304

604 managers (612 13F filers) reported a position in HLN shares at 2024-12-31, 734,253,433 shares in all. 56 filers opened a position and 68 filers sold out during the quarter.

Managers
604
13F filers
612
New
56
Added
202
Reduced
174
Sold out
68
Shares held by filers
734,253,433

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Greenwich Wealth Management LLC40,696$388K0.03%+89413F-HRTimeline
Snowden Capital Advisors LLC40,061$382K0.01%-74413F-HRTimeline
OneDigital Investment Advisors LLC39,411$376K<0.01%-6,50013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC39,399$376K0.01%+4,71413F-HRTimeline
AUXIER ASSET MANAGEMENT LLC39,034$372K0.06%-2,18213F-HRTimeline
HighPoint Advisor Group LLC37,768$372K0.02%+2,21313F-HRTimeline
BLAIR WILLIAM & CO/IL38,945$372K<0.01%-1,25413F-HRTimeline
JTC Employer Solutions Trustee Ltd38,569$367K0.03%-69,58013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,475$358K<0.01%+1,26613F-HRTimelineGroup
SBI Securities Co., Ltd.37,015$353K0.01%13F-HRTimeline
Martin Investment Management, LLC36,720$350K0.1%-11013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC36,612$349K0.01%+12,35313F-HRTimeline
Callan Capital, LLC36,266$346K0.03%+8,35913F-HRTimeline
PROFUND ADVISORS LLC35,814$342K0.01%-11,01313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp34,495$329K<0.01%+1,99313F-HRTimelineGroup
Compound Planning, Inc.33,875$323K0.02%+11,35713F-HRTimeline
Baron Wealth Management LLC33,632$321K0.15%+1,38113F-HRTimeline
Pacer Advisors, Inc.33,585$320K<0.01%+3,90713F-HRTimeline
Aaron Wealth Advisors LLC32,718$312K0.04%+3,34413F-HRTimeline
Legacy Capital Wealth Partners, LLC32,062$306K0.08%+4,88413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC31,617$302K0.03%-4,34413F-HRTimeline
Waverly Advisors, LLC31,281$298K<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC31,027$296K0.02%+3,98413F-HRTimeline
INGALLS & SNYDER LLC30,665$293K0.01%-1,00013F-HRTimeline
LGT Group Foundationin group LGT Group Foundation30,711$293K<0.01%new13F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP30,705$293K<0.01%+10,53013F-HR/ATimelineGroup
Caldwell Trust Co30,000$286K0.03%013F-HRTimeline
Argent Trust Co29,880$285K0.01%+14,80913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC29,314$280K0.19%+10213F-HRTimeline
Lafayette Investments, Inc.29,104$278K0.06%013F-HRTimeline
Seed Wealth Management, Inc.28,730$274K0.22%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC28,681$274K0.02%-55013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,550$272K<0.01%-39813F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC28,463$272K0.01%+2,50113F-HRTimeline
Choate Investment Advisors28,440$271K0.01%+2,18213F-HRTimeline
IEQ CAPITAL, LLC28,251$270K<0.01%+4,07913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …28,474$269K<0.01%+2,91413F-HRTimelineGroup
Mesirow Financial Investment Management…28,112$268K0.01%+14,34913F-HRTimeline
Independent Advisor Alliance27,323$261K<0.01%+12,04413F-HRTimeline
Quotient Wealth Partners, LLC27,255$260K0.01%-6,54113F-HRTimeline
Ballentine Partners, LLC26,961$257K<0.01%+4,13013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC26,393$252K<0.01%+13,14213F-HRTimelineGroup
D.A. DAVIDSON & CO.26,130$249K<0.01%-71513F-HRTimeline
Haverford Trust Co25,842$247K<0.01%+1,23313F-HRTimeline
Advisory Services Network, LLC25,812$246K<0.01%+15,76913F-HRTimeline
Catalina Capital Group, LLC25,685$245K0.08%new13F-HRTimeline
MN Wealth Advisors, LLC25,522$243K0.14%-80513F-HRTimeline
Marcum Wealth, LLC24,714$236K0.02%+4,07413F-HRTimeline
CWM, LLCin group CWM, LLC24,482$234K<0.01%-49613F-HRTimelineGroup
Clearstead Advisors, LLC24,472$233K<0.01%-51413F-HRTimeline
Legacy Financial Advisors, Inc.23,597$225K0.04%+2,72013F-HRTimeline
NORDEN GROUP LLC23,578$225K0.03%-25,22613F-HRTimeline
EP Wealth Advisors, LLC23,326$223K<0.01%-3,65613F-HRTimeline
SEEDS INVESTOR LLC23,133$221K0.06%+1,64813F-HRTimeline
Wilmington Savings Fund Society, FSB22,858$218K<0.01%+3,64713F-HRTimeline
Fielder Capital Group LLC22,810$218K0.07%+1,42213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC22,301$212K<0.01%+1,23613F-HRTimelineGroup
PFG Investments, LLC22,189$212K0.01%-2,95313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…21,828$208K0.03%013F-HRTimelineGroup
WOLVERINE TRADING, LLC21,878$208K<0.01%new13F-HRTimeline
MAI Capital Management21,722$207K<0.01%-10,78713F-HRTimeline
Smartleaf Asset Management LLC21,713$206K0.02%-7,37813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC21,606$206K<0.01%+11,54013F-HRTimelineGroup
WEALTH ALLIANCE, LLC21,374$204K0.02%-12,36513F-HRTimeline
GAMMA Investing LLC21,258$203K0.02%+6,21513F-HRTimeline
Keystone Financial Group21,180$202K0.02%-10013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC20,757$198K0.04%-82313F-HRTimeline
Resonant Capital Advisors, LLC20,738$198K0.01%+1,64113F-HRTimeline
Ariston Services Group20,721$198K0.17%013F-HRTimeline
AlphaCore Capital LLC20,717$198K0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,611$197K<0.01%+69713F-HRTimelineGroup
Valeo Financial Advisors, LLC20,453$195K0.01%+2,14113F-HRTimeline
Parallel Advisors, LLC20,370$194K<0.01%+91513F-HRTimeline
IHT Wealth Management, LLC20,052$191K0.01%-14,75713F-HRTimeline
PDS Planning, Inc20,047$191K0.02%+3,63813F-HRTimeline
Moors & Cabot, Inc.19,915$190K0.01%-23513F-HRTimeline
BRIGHTON JONES LLC19,579$187K0.01%new13F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,568$187K0.01%+27413F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding19,539$186K-189Timeline
OLD NATIONAL BANCORP /IN/19,104$182K<0.01%-59013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP19,063$182K<0.01%+4,14813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,022$181K<0.01%+5,80513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,816$180K<0.01%-1,57013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,307$175K0.01%+2,26213F-HRTimelineGroup
Integrated Wealth Concepts LLC18,244$174K<0.01%+63613F-HRTimeline
AE Wealth Management LLC18,137$173K<0.01%-33413F-HRTimeline
Portside Wealth Group, LLC18,126$173K0.03%-28,87713F-HR/ATimeline
Optas, LLC18,097$173K0.04%new13F-HRTimeline
Old Port Advisors17,907$171K0.05%-3,71813F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC17,545$167K0.01%-4,85013F-HRTimeline
GREENLEAF TRUST17,225$164K<0.01%+1,33313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC17,198$164K0.04%new13F-HRTimeline
Beacon Financial Strategies CORP19,888$163K0.11%013F-HRTimeline
Yoffe Investment Management, LLC17,073$163K0.24%13F-HR/ATimeline
SANDERS MORRIS HARRIS LLC16,700$159K0.02%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…16,633$159K0.03%-2,44513F-HRTimelineGroup
First Horizon Advisors, Inc.16,463$157K<0.01%+38213F-HRTimeline
SEVEN MILE ADVISORY16,260$155K0.1%+18613F-HRTimeline
Financial Advocates Investment Manageme…16,187$154K0.01%-4,50013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC16,010$153K0.02%+1,68913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,009$153K<0.01%+2613F-HRTimelineGroup
Merit Financial Group, LLC15,960$152K<0.01%new13F-HRTimeline
Ground Swell Capital, LLC15,813$151K0.33%new13F-HRTimeline
West Family Investments, Inc.15,746$150K0.05%+2,26513F-HRTimeline
Keel Point, LLC15,736$150K0.01%+2,07113F-HRTimeline
Marotta Asset Management15,820$149K0.03%-67413F-HRTimeline
RIVERBRIDGE PARTNERS LLC15,363$147K<0.01%-6,62813F-HRTimeline
Nicholas Hoffman & Company, LLC.15,344$146K0.01%new13F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Essex Bankin group Essex Financial Services, Inc.15,285$146K0.04%+26613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,238$145K<0.01%-4,60913F-HRTimelineGroup
Beacon Pointe Advisors, LLC15,155$145K<0.01%+38613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,952$143K0.01%+33013F-HRTimeline
EWA, LLC14,903$142K0.05%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC14,885$142K0.01%013F-HRTimeline
Aureus Asset Management, LLC14,881$142K0.01%013F-HRTimeline
Checchi Capital Advisers, LLC14,873$142K0.01%-31613F-HRTimeline
SAGE RHINO CAPITAL LLC14,845$142K0.03%+21613F-HRTimeline
Icon Wealth Advisors, LLC14,791$141K0.01%-7,92413F-HRTimeline
Bleakley Financial Group, LLC14,784$141K<0.01%+2,92113F-HRTimeline
B. Riley Wealth Advisors, Inc.14,755$141K<0.01%-2,74313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,601$139K0.01%+2,74713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC14,404$137K0.01%-78613F-HRTimeline
Simplicity Wealth,LLC14,347$137K0.03%-1,63013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC14,082$134K<0.01%+59113F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC14,001$134K0.01%+10113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,992$133K<0.01%+9,26213F-HRTimelineGroup
Cornerstone Wealth Management, LLC13,940$133K0.01%-74013F-HRTimeline
Rehmann Capital Advisory Group13,917$133K0.01%+24213F-HRTimeline
Prospect Financial Group LLC13,809$132K0.16%13F-HRTimeline
Wallace Advisory Group, LLC11,929$126K0.09%-5,62013F-HRTimeline
UMB Bank, n.a.13,214$126K<0.01%+11113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEDBUSH SECURITIES INC13,192$126K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC13,168$126K<0.01%-4,40013F-HRTimeline
Endowment Wealth Management, Inc.13,064$125K0.08%+12713F-HRTimeline
Park Place Capital Corp13,015$124K0.03%-45213F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)13,000$124K<0.01%013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC13,102$124K0.01%013F-HRTimeline
SVB WEALTH LLC12,644$121K<0.01%new13F-HRTimeline
FORA Capital, LLC12,405$118K0.01%-84,58713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,308$117K<0.01%-37213F-HRTimelineGroup
Ballew Advisors, Inc12,859$117K0.07%013F-HRTimeline
NorthCoast Asset Management LLC12,236$117K<0.01%-68313F-HR/ATimeline
Holistic Financial Partners12,207$116K0.06%+1,51813F-HRTimeline
D'Orazio & Associates, Inc.11,971$114K0.02%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC12,000$114K<0.01%013F-HRTimelineGroup
Quadcap Wealth Management, LLC11,905$114K0.02%-1,99113F-HRTimeline
Farther Finance Advisors, LLC11,820$113K<0.01%+88413F-HRTimeline
WRAPMANAGER INC11,781$112K0.03%new13F-HRTimeline
Fiduciary Alliance LLC11,753$112K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC11,753$112K<0.01%-113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,522$110K0.01%-1,00413F-HRTimelineGroup
WRIGHT INVESTORS SERVICE INC11,371$108K0.04%-43813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sage Mountain Advisors LLC11,236$107K0.01%-4,90213F-HRTimeline
Atala Financial Inc10,871$104K0.07%13F-HRTimeline
EXCALIBUR MANAGEMENT CORP10,859$104K0.04%-1713F-HRTimeline
SeaCrest Wealth Management, LLC10,696$102K0.01%new13F-HRTimeline
Sivia Capital Partners, LLC10,689$102K0.05%-93013F-HRTimeline
Federation des caisses Desjardins du Qu…10,439$99.6K<0.01%-5813F-HRTimeline
Blue Barn Wealth, LLC10,390$99.1K0.05%-5,15213F-HRTimeline
PFW Advisors LLC10,381$99K0.03%13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,167$97K<0.01%-5,00813F-HRTimelineGroup
Brucke Financial, Inc.10,142$96K0.08%13F-HRTimeline
GFS Advisors, LLC10,025$96K0.01%new13F-HRTimeline
Quinn Opportunity Partners LLC10,000$95.4K0.01%013F-HRTimeline
CKW FINANCIAL GROUP10,000$95K0.01%013F-HRTimeline
GeoWealth Management, LLC9,876$94.2K<0.01%+3,97513F-HRTimeline
Hexagon Capital Partners LLC9,593$91.5K0.02%+1,66013F-HRTimeline
Allworth Financial LP9,884$90.2K<0.01%+2,38313F-HRTimeline
Lindbrook Capital, LLC9,355$89.2K0.01%+1,72413F-HRTimeline
PRIVATE TRUST CO NA8,938$85.3K0.01%+83813F-HRTimeline
CENTRAL TRUST Co8,932$85.2K<0.01%+1,43013F-HRTimeline
IFP Advisors, Inc7,951$75.9K<0.01%+64913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,793$74.3K<0.01%-41,66313F-HRTimelineGroup
Cromwell Holdings LLC7,663$73.1K0.04%-61713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,569$72.2K<0.01%-6,08413F-HRTimelineGroup
WHITTIER TRUST CO7,020$67K<0.01%-19,01413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,978$66.6K<0.01%-2,21413F-HRTimeline
HARBOUR INVESTMENTS, INC.6,915$66K<0.01%+27913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…7,095$65.4K<0.01%-90413F-HRTimeline
TD Waterhouse Canada Inc.6,723$64.1K<0.01%-27913F-HRTimeline
Pinnacle Bancorp, Inc.6,322$60.3K0.02%-26313F-HRTimeline
AdvisorNet Financial, Inc6,221$59.3K<0.01%-3,21113F-HRTimeline
POM Investment Strategies, LLC6,178$58.9K0.04%-51813F-HRTimeline
Brooklyn Investment Group6,080$58K0.02%+3,81213F-HRTimeline
MATHER GROUP, LLC.5,623$53.6K<0.01%+3,59613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,428$51.8K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC5,362$51.2K0.01%013F-HRTimeline
Hemington Wealth Management5,340$50K0.01%013F-HRTimeline
Arax Advisory Partners5,052$48.2K<0.01%-25413F-HRTimeline
Addison Advisors LLC4,954$47.3K0.01%+1,10613F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,585$43.7K<0.01%+22113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,295$41K<0.01%-34,78913F-HRTimelineGroup
STANCE CAPITAL LLC4,231$40.4K0.03%13F-HRTimeline
Washington Trust Advisors, Inc.4,147$39.6K<0.01%+29513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,140$39.5K<0.01%new13F-HRTimelineGroup
FIL Ltdin group FIL Ltd4,049$38.6K<0.01%+1,27013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.4,000$38.2K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC3,755$35.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,643$34.8K<0.01%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,570$34K<0.01%013F-HR/ATimelineGroup