Haleon Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:HLN N Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
01 Mar 24	SellMex$1,741,892	Tamara Rogers	Individual	24,594.25	Mex$70.83
01 Mar 24	SellMex$1,270,410	Franck Riot	Individual	17,937.26	Mex$70.83
01 Mar 24	SellMex$1,395,328	Filippo Lanzi	Individual	19,701.01	Mex$70.83
01 Mar 24	SellMex$1,668,932	Tobias Hestler	Individual	23,564.1	Mex$70.83
19 Jan 24	SellMex$39,798,145,665	GSK plc	Company	570,000,000	Mex$70.69

Insider Trading Volume

Insider Buying: HLN N insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HLN N?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	3,647,750	0.0395%
State or Government	6,849,553	0.0742%
Private Companies	17,476,276	0.189%
General Public	1,041,170,685	11.3%
Institutions	4,013,283,833	43.5%
Public Companies	4,152,145,734	45%

Dilution of Shares: Insufficient data to determine if shareholders have been diluted in the past year.

Top Shareholders

Top 25 shareholders own 70.33% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
32%	Pfizer Inc.	2,955,063,626	Mex$233.7b	0%	no data
12.9%	GSK plc	1,195,320,110	Mex$94.5b	0%	no data
4.02%	BlackRock, Inc.	370,810,474	Mex$29.3b	-1.8%	0.03%
3.86%	Dodge & Cox	356,480,499	Mex$28.2b	1.37%	0.81%
2.3%	The Vanguard Group, Inc.	211,987,182	Mex$16.8b	-0.05%	0.02%
1.48%	Franklin Resources, Inc.	136,281,196	Mex$10.8b	-4.48%	0.25%
1.29%	First Eagle Investment Management, LLC	119,075,561	Mex$9.4b	0%	0.77%
1.28%	Norges Bank Investment Management	118,074,058	Mex$9.3b	0.19%	0.06%
0.94%	Massachusetts Financial Services Company	87,208,207	Mex$6.9b	62.6%	0.09%
0.94%	Legal & General Investment Management Limited	86,691,801	Mex$6.9b	-1.3%	0.11%
0.88%	UBS Asset Management AG	81,171,214	Mex$6.4b	-34.7%	0.06%
0.86%	ClearBridge Investments, LLC	79,489,394	Mex$6.3b	-0.7%	0.31%
0.85%	State Street Global Advisors, Inc.	78,880,766	Mex$6.2b	-0.83%	0.01%
0.84%	Wellington Management Group LLP	77,631,536	Mex$6.1b	21.3%	0.06%
0.69%	Invesco Ltd.	63,273,448	Mex$5.0b	31%	0.08%
0.65%	Columbia Management Investment Advisers, LLC	59,989,565	Mex$4.7b	-5.01%	0.07%
0.58%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	53,442,683	Mex$4.2b	-1.25%	0.07%
0.58%	FMR LLC	53,391,355	Mex$4.2b	7.9%	0.02%
0.53%	Boston Partners Global Investors, Inc.	48,576,828	Mex$3.8b	32.7%	0.17%
0.5%	Liontrust Asset Management PLC	46,419,370	Mex$3.7b	11.1%	0.71%
0.5%	Harding Loevner LP	46,235,274	Mex$3.7b	0%	0.54%
0.48%	abrdn plc	44,622,966	Mex$3.5b	-0.22%	0.14%
0.46%	Aviva Investors Global Services Limited	42,548,156	Mex$3.4b	32.2%	0.31%
0.45%	Brewin Dolphin Limited	41,584,955	Mex$3.3b	0.85%	1.19%
0.44%	Fidelity International Ltd	40,865,817	Mex$3.2b	16.6%	0.08%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/04/28 22:35
End of Day Share Price	2023/01/29 00:00
Earnings	2022/12/31
Annual Earnings	2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Haleon plc is covered by 25 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Iain Simpson	Barclays
Warren Ackerman	Barclays
Bethan Davies	Berenberg