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Disclosery

HLN HALEON PLC

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ADR (ADR), issuer CIK 1900304

593 managers (602 13F filers) reported a position in HLN shares at 2025-03-31, 569,758,841 shares in all. 48 filers opened a position and 54 filers sold out during the quarter.

Managers
593
13F filers
602
New
48
Added
192
Reduced
207
Sold out
54
Shares held by filers
569,758,841

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SUMMITRY LLC44,792$461K0.02%+3,00513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp44,153$455K<0.01%+9,65813F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP43,966$452K0.01%-61913F-HRTimeline
Argent Trust Co43,146$444K0.02%+13,26613F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC41,214$424K<0.01%013F-HRTimeline
HighPoint Advisor Group LLC41,183$423K0.02%+3,41513F-HRTimeline
Atlatl Advisers LLC39,532$407K0.26%-1,68013F-HRTimeline
AUXIER ASSET MANAGEMENT LLC38,749$399K0.06%-28513F-HRTimeline
Merit Financial Group, LLC37,935$390K0.01%+21,97513F-HRTimeline
SBI Securities Co., Ltd.37,673$388K0.01%+65813F-HRTimeline
Pacer Advisors, Inc.37,311$384K<0.01%+3,72613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,289$384K<0.01%-18613F-HRTimelineGroup
Martin Investment Management, LLC36,720$378K0.1%013F-HRTimeline
Bridgefront Capital, LLC35,869$369K0.11%new13F-HRTimeline
Snowden Capital Advisors LLC35,462$365K0.01%-4,59913F-HRTimeline
OneDigital Investment Advisors LLC34,095$351K<0.01%-5,31613F-HRTimeline
Compound Planning, Inc.33,764$347K0.02%-11113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC33,051$340K0.01%+4,58813F-HRTimeline
Aaron Wealth Advisors LLC32,534$335K0.04%-18413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC31,810$327K0.03%+19313F-HRTimeline
Waverly Advisors, LLC31,560$325K<0.01%+27913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP30,672$316K0.01%-3313F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC30,614$315K0.08%-1,44813F-HRTimeline
IEQ CAPITAL, LLC30,502$314K<0.01%+2,25113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…30,103$310K0.05%+8,27513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC30,058$309K<0.01%+3,66513F-HR/ATimelineGroup
Caldwell Trust Co30,000$309K0.03%013F-HRTimeline
Dorsey & Whitney Trust CO LLC29,990$309K0.02%-1,03713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …30,223$306K<0.01%+1,74913F-HRTimelineGroup
Ballentine Partners, LLC29,620$305K0.01%+2,65913F-HRTimeline
Brooklyn Investment Group29,496$304K0.07%+23,41613F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC29,326$302K0.2%+1213F-HRTimeline
Lafayette Investments, Inc.29,104$299K0.06%013F-HRTimeline
INGALLS & SNYDER LLC28,795$296K0.01%-1,87013F-HRTimeline
Seed Wealth Management, Inc.28,730$296K0.24%013F-HRTimeline
Choate Investment Advisors27,801$286K0.01%-63913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,798$286K<0.01%-75213F-HRTimelineGroup
Resonant Capital Advisors, LLC27,671$285K0.02%+6,93313F-HRTimeline
Clarius Group, LLC26,269$270K0.02%-32,25813F-HRTimeline
D.A. DAVIDSON & CO.26,243$270K<0.01%+11313F-HRTimeline
Beacon Pointe Advisors, LLC26,191$270K<0.01%+11,03613F-HRTimeline
Legacy Financial Advisors, Inc.25,914$267K0.04%+2,31713F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC25,375$261K<0.01%+3,76913F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC25,180$259K0.02%-3,50113F-HRTimeline
MN Wealth Advisors, LLC25,157$259K0.15%-36513F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP25,113$258K<0.01%+6,05013F-HRTimeline
Haverford Trust Co25,098$258K<0.01%-74413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC24,888$256K0.01%-11,72413F-HRTimeline
Wilmington Savings Fund Society, FSB24,763$255K<0.01%+1,90513F-HRTimeline
Clearstead Advisors, LLC24,692$254K<0.01%+22013F-HRTimeline
Independent Advisor Alliance24,293$250K0.01%-3,03013F-HRTimeline
SEEDS INVESTOR LLC24,154$249K0.07%+1,02113F-HRTimeline
Marcum Wealth, LLC23,906$246K0.02%-80813F-HRTimeline
CWM, LLCin group CWM, LLC23,640$243K<0.01%-84213F-HRTimelineGroup
EP Wealth Advisors, LLC23,137$238K<0.01%-18913F-HRTimeline
BAILARD, INC.23,038$237K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC22,964$237K<0.01%+66313F-HRTimelineGroup
American Trust22,832$235K0.06%new13F-HRTimeline
Fielder Capital Group LLC22,810$235K0.07%013F-HRTimeline
CW Advisors, LLC22,474$230K<0.01%new13F-HRTimeline
GAMMA Investing LLC22,095$227K0.02%+83713F-HR/ATimeline
RIVERBRIDGE PARTNERS LLC21,991$226K<0.01%+6,62813F-HRTimeline
Graham Capital Management, L.P.21,986$226K0.01%new13F-HRTimeline
Versant Capital Management, Inc21,894$225K0.04%+18,38113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,722$224K<0.01%+1,11113F-HRTimelineGroup
PDS Planning, Inc21,645$223K0.02%+1,59813F-HRTimeline
Smartleaf Asset Management LLC21,672$222K0.02%-4113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21,474$221K0.01%+6,87313F-HRTimelineGroup
Headlands Technologies LLC21,358$220K0.03%new13F-HRTimeline
Optas, LLC21,337$220K0.04%+3,24013F-HRTimeline
PFG Investments, LLC21,300$219K0.01%-88913F-HRTimeline
Keystone Financial Group21,256$219K0.02%+7613F-HRTimeline
Valeo Financial Advisors, LLC21,175$218K0.01%+72213F-HRTimeline
Baron Wealth Management LLC21,069$217K0.1%-12,56313F-HRTimeline
Mesirow Financial Investment Management…21,015$216K<0.01%-7,09713F-HRTimeline
Ariston Services Group20,721$213K0.18%013F-HRTimeline
BRIGHTON JONES LLC20,377$210K0.01%+79813F-HRTimeline
AlphaCore Capital LLC20,180$208K0.02%-53713F-HRTimeline
Greenwich Wealth Management LLC19,546$201K0.02%-21,15013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC19,399$200K0.04%-1,35813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC19,387$199K<0.01%+17,44013F-HRTimelineGroup
EWA, LLC19,365$199K0.07%+4,46213F-HRTimeline
AE Wealth Management LLC19,323$199K<0.01%+1,18613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,274$198K0.01%-29413F-HRTimelineGroup
Quotient Wealth Partners, LLC18,651$192K0.01%-8,60413F-HRTimeline
IHT Wealth Management, LLC18,527$191K0.01%-1,52513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,385$191K<0.01%+5,14713F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/18,129$187K<0.01%-97513F-HRTimeline
Moors & Cabot, Inc.18,036$186K0.01%-1,87913F-HRTimeline
Parallel Advisors, LLC17,904$184K<0.01%-2,46613F-HRTimeline
J.W. COLE ADVISORS, INC.17,548$181K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,525$178K0.01%+21813F-HRTimelineGroup
NORDEN GROUP LLC17,263$178K0.02%-6,31513F-HRTimeline
GREENLEAF TRUST17,225$177K<0.01%013F-HRTimeline
Advisory Services Network, LLC17,096$176K<0.01%-8,71613F-HRTimeline
Beacon Financial Strategies CORP19,888$176K0.12%013F-HRTimeline
Yoffe Investment Management, LLC17,073$176K0.26%013F-HRTimeline
Marotta Asset Management16,494$175K0.03%+67413F-HRTimeline
Cresset Asset Management, LLC16,934$174K<0.01%-33,96313F-HRTimeline
GWN SECURITIES INC.16,638$173K0.01%new13F-HRTimeline
Old Port Advisors16,791$173K0.05%-1,11613F-HRTimeline
SANDERS MORRIS HARRIS LLC16,700$170K0.03%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC16,482$170K0.09%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,363$168K<0.01%+4,05513F-HRTimelineGroup
SEVEN MILE ADVISORY16,250$167K0.11%-1013F-HRTimeline
First Horizon Advisors, Inc.16,247$167K<0.01%-21613F-HRTimeline
Prospect Financial Group LLC16,056$165K0.21%+2,24713F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC16,010$165K0.03%013F-HRTimeline
West Family Investments, Inc.15,818$163K0.06%+7213F-HRTimeline
Keel Point, LLC15,581$160K0.01%-15513F-HRTimeline
Simplicity Wealth,LLC15,482$159K0.01%+1,13513F-HRTimeline
Nicholas Hoffman & Company, LLC.15,419$159K0.01%+7513F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
TRANSCEND CAPITAL ADVISORS, LLC15,394$158K0.01%+44213F-HRTimeline
SAGE RHINO CAPITAL LLC15,227$157K0.04%+38213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…15,221$157K0.03%-1,41213F-HRTimelineGroup
Checchi Capital Advisers, LLC15,196$156K0.01%+32313F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.15,059$155K0.04%-22613F-HRTimelineGroup
MAI Capital Management14,943$154K<0.01%-6,77913F-HRTimeline
CARDIFF PARK ADVISORS, LLC14,885$153K0.01%013F-HRTimeline
Aureus Asset Management, LLC14,881$153K0.01%013F-HRTimeline
LGT Group Foundationin group LGT Group Foundation14,535$150K<0.01%-16,17613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC14,465$149K0.01%+6113F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC14,082$145K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.13,901$143K<0.01%-85413F-HRTimeline
NorthCoast Asset Management LLC13,867$143K<0.01%+1,63113F-HR/ATimeline
DRIVE WEALTH MANAGEMENT, LLC13,842$142K0.03%-3,35613F-HRTimeline
Endowment Wealth Management, Inc.13,672$141K0.09%+60813F-HRTimeline
Geneos Wealth Management Inc.13,575$140K<0.01%+9,93213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,578$140K<0.01%-41413F-HRTimelineGroup
WRAPMANAGER INC13,447$138K0.04%+1,66613F-HRTimeline
Holistic Financial Partners13,379$138K0.07%+1,17213F-HRTimeline
COUNTRY CLUB BANK13,317$136K0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,102$134K0.01%013F-HRTimeline
Cornerstone Wealth Management, LLC13,009$134K0.01%-93113F-HRTimeline
Rehmann Capital Advisory Group13,006$134K0.01%-91113F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)13,000$134K<0.01%013F-HRTimelineGroup
WRIGHT INVESTORS SERVICE INC12,902$133K0.04%+1,53113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tidal Investments LLCin group Tidal Investments LLC12,875$132K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,838$132K-6,701Timeline
UMB Bank, n.a.12,809$132K<0.01%-40513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Integrated Wealth Concepts LLC12,751$131K<0.01%-5,49313F-HRTimeline
Farther Finance Advisors, LLC12,861$131K<0.01%+1,04113F-HRTimeline
Ballew Advisors, Inc12,859$129K0.09%013F-HRTimeline
Caitong International Asset Management …12,516$129K0.1%+11,75813F-HRTimeline
Portside Wealth Group, LLC12,377$127K0.02%-5,74913F-HR/ATimeline
BLAIR WILLIAM & CO/IL12,295$127K<0.01%-26,65013F-HRTimeline
SCOTIA CAPITAL INC.12,171$125K<0.01%-66,39213F-HRTimeline
PFW Advisors LLC12,118$125K0.04%+1,73713F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA12,036$124K0.02%new13F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC12,000$123K<0.01%013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC11,919$123K0.01%new13F-HRTimelineGroup
May Hill Capital, LLC11,836$122K0.05%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,807$121K<0.01%-4,20213F-HRTimelineGroup
HANCOCK WHITNEY CORP11,620$120K<0.01%new13F-HRTimeline
Leo Wealth, LLC11,516$119K0.02%new13F-HRTimeline
Federation des caisses Desjardins du Qu…11,464$118K<0.01%+1,02513F-HRTimeline
Fiduciary Alliance LLC11,136$115K0.01%-61713F-HRTimeline
Hexagon Capital Partners LLC11,131$115K0.02%+1,53813F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…11,115$114K0.01%new13F-HRTimelineGroup
Sivia Capital Partners, LLC11,100$114K0.05%+41113F-HRTimeline
WEALTH ALLIANCE, LLC11,090$114K0.01%-10,28413F-HRTimeline
Sage Mountain Advisors LLC10,993$113K0.01%-24313F-HRTimeline
Atala Financial Inc10,871$112K0.08%013F-HRTimeline
Park Place Capital Corp10,869$112K0.03%-2,14613F-HRTimeline
EXCALIBUR MANAGEMENT CORP10,849$112K0.04%-1013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,821$111K0.01%-70113F-HRTimelineGroup
Quadcap Wealth Management, LLC10,529$108K0.02%-1,37613F-HRTimeline
SeaCrest Wealth Management, LLC10,392$107K0.01%-30413F-HRTimeline
D'Orazio & Associates, Inc.10,294$106K0.02%-1,67713F-HRTimeline
Brucke Financial, Inc.10,159$103K0.09%+1713F-HRTimeline
Allworth Financial LP9,821$100K<0.01%-6313F-HRTimeline
Cromwell Holdings LLC9,703$99.8K0.06%+2,04013F-HRTimeline
Lindbrook Capital, LLC9,350$96.2K0.01%-513F-HRTimeline
MATHER GROUP, LLC.9,036$93K<0.01%+3,41313F-HRTimeline
CENTRAL TRUST Co8,932$91.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA7,762$79.9K0.01%-1,17613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,569$77.9K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.7,299$74.2K<0.01%+57613F-HRTimeline
TSFG, LLC6,858$71K0.01%+6,54013F-HRTimeline
Pinnacle Bancorp, Inc.6,673$68.7K0.02%+35113F-HRTimeline
HARBOUR INVESTMENTS, INC.6,636$68.3K<0.01%-27913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,291$64.7K<0.01%+3,13713F-HRTimelineGroup
AdvisorNet Financial, Inc6,055$62.3K<0.01%-16613F-HRTimeline
WHITTIER TRUST CO5,867$60.4K<0.01%-1,15313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management5,485$56.4K0.01%13F-HRTimelineGroup
Addison Advisors LLC5,476$56.3K0.02%+52213F-HRTimeline
TruNorth Capital Management, LLC5,362$55.2K0.01%013F-HRTimeline
Hemington Wealth Management5,340$54K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,873$50.1K<0.01%-55513F-HRTimeline
Continuum Advisory, LLC4,753$48.9K0.01%+2,87013F-HRTimeline
Arax Advisory Partners4,419$45.5K<0.01%-63313F-HRTimeline
FIL Ltdin group FIL Ltd4,194$43.2K<0.01%+14513F-HRTimelineGroup
Washington Trust Advisors, Inc.4,147$42.7K<0.01%013F-HRTimeline
IFP Advisors, Inc3,807$39.2K<0.01%-4,14413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,753$38.6K<0.01%-38713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,723$38.3K<0.01%-86213F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,570$37K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.3,486$35.9K0.02%013F-HRTimeline
Smithfield Trust Co3,484$35K<0.01%013F-HRTimeline
GW&K Investment Management, LLC3,442$35K<0.01%+19113F-HRTimeline