Skip to content
Disclosery

HLN HALEON PLC

Follow

ADR (ADR), issuer CIK 1900304

602 managers (611 13F filers) reported a position in HLN shares at 2025-12-31, 566,125,699 shares in all. 57 filers opened a position and 70 filers sold out during the quarter.

Managers
602
13F filers
611
New
57
Added
230
Reduced
154
Sold out
70
Shares held by filers
566,125,699

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
YOUSIF CAPITAL MANAGEMENT, LLC45,494$461K0.01%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT44,388$449K0.01%-33,89913F-HRTimeline
Clarius Group, LLC44,292$448K0.03%new13F-HRTimeline
Simplicity Wealth,LLC44,131$446K0.03%+1,26713F-HRTimeline
Central Pacific Bank - Trust Division43,840$443K0.05%-40013F-HRTimeline
Kathmere Capital Management, LLC43,705$442K0.03%-5,83813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC48,899$441K<0.01%+113F-HRTimelineGroup
Martin Investment Management, LLC42,345$428K0.12%-4,43013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC41,650$421K0.03%+8,89913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP41,438$420K0.01%-1,05313F-HRTimeline
Aaron Wealth Advisors LLC41,222$417K0.02%+13,92213F-HRTimeline
TWO SIGMA SECURITIES, LLC40,834$413K0.06%new13F-HRTimeline
TRUST POINT INC.39,605$400K0.03%+16,97813F-HRTimeline
R Squared Ltd39,576$400K0.19%+7,52113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC39,425$399K0.02%+18,48813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…38,581$390K<0.01%+4,48213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …38,484$387K<0.01%+12,79313F-HRTimelineGroup
AUXIER ASSET MANAGEMENT LLC37,076$375K0.05%-89813F-HRTimeline
U.S. Capital Wealth Advisors, LLC36,789$372K0.01%+43113F-HRTimeline
Ballentine Partners, LLC36,549$370K0.01%+14,19113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC36,228$366K<0.01%+6,85813F-HRTimeline
SBI Securities Co., Ltd.36,196$366K0.01%+1413F-HRTimeline
Aspen Grove Capital, LLC36,108$365K0.06%+36413F-HRTimeline
Independent Advisor Alliance35,848$362K0.01%+13,56113F-HRTimeline
Legacy Capital Wealth Partners, LLC35,339$357K0.08%-84513F-HRTimeline
AlphaCore Capital LLC35,255$356K0.01%-11,36013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…35,018$354K0.01%+8,47713F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC34,554$349K0.12%-4,94413F-HRTimeline
Compound Planning, Inc.34,545$349K0.01%+59913F-HRTimeline
New Republic Capital, LLC33,479$338K0.09%+23,33813F-HRTimeline
DIVERSIFIED TRUST CO32,853$332K0.01%+10,57413F-HRTimeline
Smartleaf Asset Management LLC32,888$332K0.01%+3,43913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC32,372$327K0.02%+15313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP32,176$325K<0.01%+2013F-HRTimelineGroup
Rehmann Capital Advisory Group31,183$315K0.02%+17,99113F-HRTimeline
Marks Group Wealth Management, Inc31,137$315K0.03%-90113F-HRTimeline
Advisory Services Network, LLC30,895$312K<0.01%+13,46413F-HRTimeline
MANE GLOBAL CAPITAL MANAGEMENT LP30,795$311K0.02%new13F-HRTimeline
FIRST HORIZON CORP30,555$309K0.01%+6,47413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC29,237$296K0.17%-14813F-HRTimeline
Lafayette Investments, Inc.29,104$294K0.06%013F-HRTimeline
Dorsey & Whitney Trust CO LLC28,721$290K0.02%+4,11413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.27,371$277K<0.01%+11,13313F-HRTimelineGroup
CHILTON INVESTMENT CO INC.27,000$273K0.01%013F-HRTimeline
Bleakley Financial Group, LLC26,960$273K<0.01%new13F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC26,868$272K0.17%-23,00013F-HRTimeline
Seed Wealth Management, Inc.26,580$269K0.19%013F-HRTimeline
Resonant Capital Advisors, LLC26,446$267K0.01%+2,99713F-HRTimeline
Valeo Financial Advisors, LLC26,275$266K0.01%+3,26013F-HRTimeline
MN Wealth Advisors, LLC25,934$262K0.13%-66813F-HRTimeline
Clearstead Advisors, LLC25,847$261K<0.01%+1,40613F-HRTimeline
Beacon Pointe Advisors, LLC25,736$260K<0.01%+7,34213F-HRTimeline
Versant Capital Management, Inc25,494$258K0.03%+4,80713F-HRTimeline
Parallel Advisors, LLC25,138$254K<0.01%+2,76813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,081$254K<0.01%-9,13413F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC24,965$252K0.01%+3,50513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,946$252K<0.01%-8,32913F-HRTimelineGroup
Wallace Capital Management Inc.24,551$248K0.03%-24,98613F-HRTimeline
INGALLS & SNYDER LLC24,489$248K0.01%-2,90013F-HRTimeline
Haverford Trust Co24,454$247K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,002$242K<0.01%+36413F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding23,532$238K+12,187Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC23,280$236K<0.01%+1,01313F-HRTimelineGroup
Bollard Group LLC23,277$235K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC22,922$232K<0.01%+9,84813F-HRTimeline
Fielder Capital Group LLC22,885$231K0.05%+7513F-HRTimeline
EP Wealth Advisors, LLC22,571$228K<0.01%13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC22,445$227K0.01%-4,86013F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV22,355$226K0.05%13F-HRTimeline
OpenArc Corporate Advisory, LLC22,293$225K<0.01%13F-HRTimeline
FLOW TRADERS U.S. LLC22,279$225K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,050$223K<0.01%+6,81513F-HRTimelineGroup
CWM, LLCin group CWM, LLC21,885$221K<0.01%+22013F-HRTimelineGroup
OneDigital Investment Advisors LLC21,731$220K<0.01%+56913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.21,361$216K<0.01%-661,55613F-HRTimelineGroup
GAMMA Investing LLC21,324$216K0.01%-2,05113F-HRTimeline
BAILARD, INC.21,259$215K<0.01%-26113F-HRTimeline
SEEDS INVESTOR LLC20,942$212K0.04%+24213F-HRTimeline
Ariston Services Group20,721$209K0.12%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,654$209K<0.01%+2,17213F-HR/ATimelineGroup
Keystone Financial Group20,581$208K0.02%new13F-HRTimeline
REXFORD CAPITAL INC20,524$207K0.16%+80013F-HRTimeline
PFG Investments, LLC20,075$203K0.01%-1,06513F-HRTimeline
OLD NATIONAL BANCORP /IN/20,022$202K<0.01%+4,46313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,840$201K0.01%+99013F-HRTimelineGroup
Larry Mathis Financial Planning, LLC19,807$200K0.18%13F-HRTimeline
Snowden Capital Advisors LLC19,745$200K0.01%-4,23513F-HRTimeline
Greenwich Wealth Management LLC19,546$198K0.01%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP19,564$198K<0.01%-273,28713F-HRTimelineGroup
EWA, LLC19,168$194K0.05%new13F-HRTimeline
Global Retirement Partners, LLC19,053$193K<0.01%+6,30713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…18,590$188K0.03%+50513F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA18,414$186K<0.01%+2,08013F-HRTimelineGroup
Keel Point, LLC18,340$185K0.01%+4,40513F-HRTimeline
MAI Capital Management18,318$185K<0.01%+16713F-HRTimeline
AE Wealth Management LLC18,311$185K<0.01%-1,88513F-HRTimeline
D.A. DAVIDSON & CO.18,301$185K<0.01%-6,40613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/17,849$181K<0.01%+46413F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA17,783$179K0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.17,884$178K<0.01%+52813F-HRTimeline
RIVERBRIDGE PARTNERS LLC17,477$177K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,170$174K<0.01%-4,15913F-HRTimelineGroup
Beacon Financial Strategies CORP19,888$173K0.1%013F-HRTimeline
Yoffe Investment Management, LLC17,073$173K0.22%013F-HRTimeline
Choate Investment Advisors17,006$172K<0.01%-5,93413F-HRTimeline
PDS Planning, Inc16,654$168K0.01%-1,86413F-HRTimeline
Moors & Cabot, Inc.16,334$165K0.01%013F-HRTimeline
IHT Wealth Management, LLC16,205$164K<0.01%+1,04913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,976$162K0.01%-14413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…15,940$161K<0.01%-3,05113F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC15,836$160K0.01%13F-HRTimeline
SAGE RHINO CAPITAL LLC15,617$158K0.03%+6613F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC15,533$157K0.02%+37813F-HRTimeline
Drucker Wealth 3.0, LLC15,503$157K0.03%new13F-HRTimeline
Quotient Wealth Partners, LLC15,212$154K<0.01%-1,44413F-HRTimeline
CARDIFF PARK ADVISORS, LLC14,885$150K0.01%013F-HRTimeline
Checchi Capital Advisers, LLC14,525$147K0.01%-86013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC14,053$142K0.02%+18213F-HRTimeline
Wealthspire Advisors, LLC14,047$142K<0.01%+9,41113F-HRTimeline
May Hill Capital, LLC13,747$139K0.04%+3,31613F-HR/ATimeline
McAdam, LLC13,686$138K0.01%new13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC13,491$136K<0.01%-59113F-HRTimeline
West Family Investments, Inc.13,481$136K0.03%-56813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,344$135K0.01%-1,15413F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.13,295$134K0.03%+2513F-HRTimelineGroup
Hilltop National Bank13,124$133K0.03%+9,89513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,061$132K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC13,041$132K0.01%new13F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)13,000$131K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.12,738$129K<0.01%+31113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prospect Financial Group LLC12,661$128K0.12%-2,04313F-HRTimeline
Busey Bank12,645$128K<0.01%new13F-HRTimeline
Allworth Financial LP12,863$127K<0.01%-2,70213F-HRTimeline
Procyon Advisors, LLC12,478$126K0.01%+93113F-HRTimeline
HANCOCK WHITNEY CORP12,314$124K<0.01%+6713F-HRTimeline
Cornerstone Wealth Management, LLC12,173$123K0.01%-29513F-HRTimeline
Bain Capital Public Equity, LPin group Bain Capital Life Sciences In…12,144$123K0.07%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.12,098$122K0.01%+1,71513F-HRTimeline
Cromwell Holdings LLC12,060$122K0.07%+2,35713F-HRTimeline
Ballew Advisors, Inc12,411$122K0.07%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC12,000$121K<0.01%013F-HRTimelineGroup
Frec Markets, Inc.in group Frec Markets, Inc.11,983$121K0.04%13F-HRTimelineGroup
Allen Capital Group, LLC11,899$120K0.01%new13F-HRTimeline
Fiduciary Alliance LLC11,676$118K0.01%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK11,675$118K<0.01%new13F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.11,656$118K<0.01%+31813F-HRTimeline
Marotta Asset Management11,639$118K0.02%-45513F-HRTimeline
Sage Mountain Advisors LLC11,409$115K0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.11,373$115K0.02%013F-HRTimeline
Larson Financial Group LLC11,297$114K<0.01%+9,53813F-HRTimeline
Composition Wealth, LLC11,274$114K<0.01%+60113F-HRTimeline
Holistic Financial Partners11,187$113K0.04%-2,49113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,181$113K-1,349Timeline
MidFirst Bank11,059$112K0.01%13F-HRTimeline
Sivia Capital Partners, LLC11,042$112K0.02%+18213F-HRTimeline
Aureus Asset Management, LLC11,001$111K0.01%new13F-HRTimeline
Leo Wealth, LLC10,996$111K0.01%new13F-HRTimeline
Atala Financial Inc10,871$110K0.07%013F-HRTimeline
PCM Encore, LLC10,754$109K0.02%13F-HRTimeline
Perigon Wealth Management, LLC10,652$108K<0.01%new13F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC10,617$107K<0.01%new13F-HRTimelineGroup
Old Port Advisors10,601$107K0.03%-1,42113F-HRTimeline
Park Place Capital Corp10,562$107K0.02%-30713F-HRTimeline
B. Riley Wealth Advisors, Inc.10,472$106K0.01%-5,92013F-HRTimeline
Mesirow Financial Investment Management…10,376$105K<0.01%-16,30013F-HRTimeline
Endowment Wealth Management, Inc.10,209$103K0.05%-98013F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…10,097$102K0.01%013F-HRTimelineGroup
EXCALIBUR MANAGEMENT CORP10,064$102K0.04%-37513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,044$102K<0.01%-7,86213F-HRTimelineGroup
Summit Financial, LLC10,027$101K<0.01%new13F-HRTimeline
McMillan Office, Inc.9,055$91.5K0.01%13F-HRTimeline
Arax Advisory Partners8,692$87.9K<0.01%-61013F-HRTimeline
PRIVATE TRUST CO NA8,659$87.5K0.01%+46713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,987$80.7K<0.01%-4,79813F-HRTimelineGroup
SIMPLEX TRADING, LLC7,800$78.9K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB7,469$75.5K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.7,427$75.1K0.02%013F-HRTimeline
CENTRAL TRUST Co7,329$74.1K<0.01%-72013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,279$73.6K<0.01%+3913F-HRTimelineGroup
Golden State Wealth Management, LLC7,236$73.2K0.01%-42013F-HRTimeline
Align Financial, LLC69,051$69.1K0.05%13F-HRTimeline
TSFG, LLC6,865$69K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,264$63.3K<0.01%+2,56713F-HRTimelineGroup
AdvisorNet Financial, Inc6,097$61.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,962$60.3K<0.01%+1,25213F-HRTimelineGroup
TD Waterhouse Canada Inc.5,694$57.6K<0.01%-25013F-HRTimeline
SageView Advisory Group, LLC5,420$54.8K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,116$51.7K<0.01%+4,31813F-HRTimelineGroup
FIL Ltdin group FIL Ltd4,638$46.9K<0.01%+4713F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,347$44K<0.01%+11213F-HRTimelineGroup
Caitong International Asset Management …4,197$42.4K0.01%-2,12413F-HR/ATimeline
Washington Trust Advisors, Inc.4,155$42K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC4,151$42K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,149$41.9K<0.01%+36013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT3,966$40.1K<0.01%013F-HRTimeline
Ransom Advisory, Ltd3,819$38.6K0.02%+81913F-HRTimeline
IFP Advisors, Inc3,799$38.4K<0.01%+60713F-HRTimeline
Addison Advisors LLC3,658$37K0.01%-84113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/3,575$36.1K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.3,500$35.4K0.01%013F-HRTimeline