Haleon Ownership

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

Recent Insider Transactions

OTCPK:HLNC.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
01 Mar 24	SellUS$102,335	Tamara Rogers	Individual	24,594.25	US$4.16
01 Mar 24	SellUS$74,636	Franck Riot	Individual	17,937.26	US$4.16
01 Mar 24	SellUS$81,975	Filippo Lanzi	Individual	19,701.01	US$4.16
01 Mar 24	SellUS$98,049	Tobias Hestler	Individual	23,564.1	US$4.16
19 Jan 24	SellUS$2,325,337,170	GSK plc	Company	570,000,000	US$4.13

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HLNC.F?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,269,960	0.0251%
State or Government	8,494,164	0.0938%
Private Companies	9,587,505	0.106%
General Public	189,859,098	2.1%
Public Companies	1,763,911,615	19.5%
Institutions	7,079,238,540	78.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 69.16% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
19.4%	Pfizer Inc.	1,756,167,668	US$8.4b	-14.9%	no data
10.5%	Dodge & Cox	949,966,121	US$4.5b	60.6%	1.56%
5.02%	BlackRock, Inc.	454,478,183	US$2.2b	-17.5%	0.03%
3.97%	The Vanguard Group, Inc.	359,339,807	US$1.7b	10.9%	0.03%
2.62%	Wellington Management Group LLP	237,373,467	US$1.1b	80.4%	0.17%
2.28%	Massachusetts Financial Services Company	206,370,421	US$984.6m	-1.8%	0.21%
2.24%	Harding Loevner LP	203,029,166	US$968.6m	6.08%	3.2%
2.17%	First Eagle Investment Management, LLC	196,040,862	US$935.3m	-0.02%	1.27%
2.06%	FMR LLC	186,923,263	US$891.8m	1.06%	0.06%
1.67%	Norges Bank Investment Management	151,089,802	US$720.8m	5.95%	0.06%
1.54%	State Street Global Advisors, Inc.	139,245,704	US$664.3m	8.56%	0.02%
1.51%	Legal & General Investment Management Limited	136,391,697	US$650.7m	6.07%	0.12%
1.44%	ClearBridge Investments, LLC	130,011,798	US$620.3m	0.33%	0.45%
1.42%	Strategic Advisers LLC	128,888,827	US$614.9m	10.3%	0.24%
1.34%	Morgan Stanley Investment Management Limited	121,030,471	US$577.4m	-3.58%	1.36%
1.3%	Schroder Investment Management Limited	117,786,660	US$562.0m	7.49%	0.36%
1.27%	GIC Private Limited	114,578,623	US$546.7m	2.78%	1.13%
1.19%	UBS Asset Management AG	107,887,796	US$514.7m	4.21%	0.05%
0.99%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	90,050,935	US$429.6m	2.89%	0.1%
0.97%	Grantham Mayo Van Otterloo & Co. LLC	87,441,823	US$417.2m	37.4%	1.01%
0.95%	Boston Partners Global Investors, Inc.	86,397,185	US$412.2m	20.7%	0.26%
0.91%	Independent Franchise Partners, LLP	82,031,811	US$391.4m	-2.24%	2.73%
0.9%	Sony Life Insurance Co., Ltd., Asset Management Arm	81,601,957	US$389.3m	-3.4%	34.25%
0.77%	Franklin Resources, Inc.	69,442,749	US$331.3m	2.36%	0.12%
0.74%	Morgan Stanley Investment Management Inc.	67,439,813	US$321.8m	-14.4%	0.25%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 19:11
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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. 16 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