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[6-K] Haleon plc American Current Report (Foreign Issuer)

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
6-K
Rhea-AI Filing Summary

Haleon plc’s 7 Aug 2025 Form 6-K encloses a UK TR-1 notice showing Wellington Management Group LLP has fallen below the 5 % disclosure threshold.

  • Date threshold crossed: 6 Aug 2025
  • Current holding: 4.96 % of voting rights (445,697,628 votes)
  • Prior holding: 5.29 %
  • Break-down: 4.66 % ordinary shares (418.6 m votes), 0.29 % depositary receipts (26.4 m votes), 0.01 % cash-settled equity swaps (0.64 m votes)
  • Change: roughly 0.33 ppt (≈28 m votes) disposed

The disclosure is mandatory under FCA DTR 5 and does not include earnings or operational updates. Investors may view the reduced stake as a marginal decline in long-only institutional ownership; however, no immediate strategic implications were provided.

Il modulo 6-K di Haleon plc del 7 agosto 2025 include un avviso UK TR-1 che mostra come Wellington Management Group LLP sia sceso al di sotto della soglia di divulgazione del 5%.

  • Data superamento soglia: 6 agosto 2025
  • Partecipazione attuale: 4,96% dei diritti di voto (445.697.628 voti)
  • Partecipazione precedente: 5,29%
  • Dettaglio: 4,66% azioni ordinarie (418,6 milioni di voti), 0,29% certificati di deposito (26,4 milioni di voti), 0,01% swap azionari regolati in contanti (0,64 milioni di voti)
  • Variazione: circa 0,33 punti percentuali (≈28 milioni di voti) ceduti

La divulgazione è obbligatoria ai sensi della normativa FCA DTR 5 e non include aggiornamenti su utili o operazioni. Gli investitori potrebbero interpretare la riduzione della quota come un lieve calo della partecipazione istituzionale long-only; tuttavia, non sono state fornite implicazioni strategiche immediate.

El formulario 6-K de Haleon plc del 7 de agosto de 2025 incluye un aviso UK TR-1 que muestra que Wellington Management Group LLP ha caído por debajo del umbral de divulgación del 5%.

  • Fecha de cruce del umbral: 6 de agosto de 2025
  • Participación actual: 4,96% de los derechos de voto (445.697.628 votos)
  • Participación anterior: 5,29%
  • Desglose: 4,66% acciones ordinarias (418,6 millones de votos), 0,29% recibos de depósito (26,4 millones de votos), 0,01% swaps de acciones liquidados en efectivo (0,64 millones de votos)
  • Cambio: aproximadamente 0,33 puntos porcentuales (≈28 millones de votos) vendidos

La divulgación es obligatoria según FCA DTR 5 y no incluye actualizaciones sobre ganancias u operaciones. Los inversores pueden ver la reducción de la participación como un leve descenso en la propiedad institucional long-only; sin embargo, no se proporcionaron implicaciones estratégicas inmediatas.

Haleon plc의 2025년 8월 7일자 Form 6-K에는 Wellington Management Group LLP가 5% 공시 기준 이하로 떨어졌음을 보여주는 영국 TR-1 공지가 포함되어 있습니다.

  • 기준 초과 일자: 2025년 8월 6일
  • 현재 보유 지분: 의결권 4.96% (445,697,628표)
  • 이전 보유 지분: 5.29%
  • 내역: 보통주 4.66% (4억 1860만 표), 예탁증서 0.29% (2,640만 표), 현금결제 주식 스왑 0.01% (64만 표)
  • 변동: 약 0.33%포인트 (약 2,800만 표) 매도

이 공시는 FCA DTR 5에 따라 의무적이며 수익이나 운영 업데이트는 포함하지 않습니다. 투자자들은 지분 감소를 장기 순수 기관 소유권의 소폭 하락으로 볼 수 있으나 즉각적인 전략적 영향은 제공되지 않았습니다.

Le formulaire 6-K de Haleon plc daté du 7 août 2025 contient un avis UK TR-1 indiquant que Wellington Management Group LLP est passé en dessous du seuil de divulgation de 5 %.

  • Date de franchissement du seuil : 6 août 2025
  • Participation actuelle : 4,96 % des droits de vote (445 697 628 voix)
  • Participation précédente : 5,29 %
  • Répartition : 4,66 % d'actions ordinaires (418,6 M de voix), 0,29 % de certificats de dépôt (26,4 M de voix), 0,01 % de swaps d’actions réglés en espèces (0,64 M de voix)
  • Changement : environ 0,33 points de pourcentage (≈28 M de voix) cédés

La divulgation est obligatoire selon la réglementation FCA DTR 5 et ne comprend pas de mises à jour sur les résultats ou les opérations. Les investisseurs peuvent considérer la réduction de la participation comme un léger recul de la détention institutionnelle long-only ; toutefois, aucune implication stratégique immédiate n’a été communiquée.

Im Form 6-K von Haleon plc vom 7. August 2025 ist eine UK TR-1-Meldung enthalten, die zeigt, dass Wellington Management Group LLP unter die Meldegrenze von 5 % gefallen ist.

  • Datum des Grenzübertritts: 6. August 2025
  • Aktueller Anteil: 4,96 % der Stimmrechte (445.697.628 Stimmen)
  • Vorheriger Anteil: 5,29 %
  • Aufschlüsselung: 4,66 % Stammaktien (418,6 Mio. Stimmen), 0,29 % Hinterlegungsscheine (26,4 Mio. Stimmen), 0,01 % barabgewickelte Equity-Swaps (0,64 Mio. Stimmen)
  • Veränderung: ca. 0,33 Prozentpunkte (≈28 Mio. Stimmen) veräußert

Die Meldung ist gemäß FCA DTR 5 verpflichtend und enthält keine Gewinn- oder Betriebsupdates. Anleger könnten die reduzierte Beteiligung als geringfügigen Rückgang des Long-Only-Institutionalbesitzes sehen; jedoch wurden keine unmittelbaren strategischen Auswirkungen genannt.

Positive
  • None.
Negative
  • Wellington Management’s stake decreased from 5.29 % to 4.96 %, signalling a net disposal of ≈28 m voting rights and potential short-term selling pressure.

Insights

TL;DR: Wellington trimmed Haleon stake to 4.96 %; modest supply uptick but limited long-term signal.

The crossing of the 5 % threshold triggered routine disclosure. While a disposal of ~28 m votes could create short-term selling pressure, the absolute reduction (0.33 ppt) is small versus Haleon’s ≈9 bn outstanding votes. Wellington remains a top-10 holder, so the move is best viewed as portfolio rebalancing rather than a bearish call. Impact on valuation or governance is minimal.

TL;DR: Institutional ownership falls below key UK disclosure level—symbolic but not governance-threatening.

Dropping under 5 % removes enhanced disclosure obligations for Wellington and slightly dilutes concentrated institutional oversight. Nevertheless, Haleon’s free float and diversified register limit any governance risk. No board or shareholder action is required. I view the event as low impact, albeit worth monitoring for further reductions.

Il modulo 6-K di Haleon plc del 7 agosto 2025 include un avviso UK TR-1 che mostra come Wellington Management Group LLP sia sceso al di sotto della soglia di divulgazione del 5%.

  • Data superamento soglia: 6 agosto 2025
  • Partecipazione attuale: 4,96% dei diritti di voto (445.697.628 voti)
  • Partecipazione precedente: 5,29%
  • Dettaglio: 4,66% azioni ordinarie (418,6 milioni di voti), 0,29% certificati di deposito (26,4 milioni di voti), 0,01% swap azionari regolati in contanti (0,64 milioni di voti)
  • Variazione: circa 0,33 punti percentuali (≈28 milioni di voti) ceduti

La divulgazione è obbligatoria ai sensi della normativa FCA DTR 5 e non include aggiornamenti su utili o operazioni. Gli investitori potrebbero interpretare la riduzione della quota come un lieve calo della partecipazione istituzionale long-only; tuttavia, non sono state fornite implicazioni strategiche immediate.

El formulario 6-K de Haleon plc del 7 de agosto de 2025 incluye un aviso UK TR-1 que muestra que Wellington Management Group LLP ha caído por debajo del umbral de divulgación del 5%.

  • Fecha de cruce del umbral: 6 de agosto de 2025
  • Participación actual: 4,96% de los derechos de voto (445.697.628 votos)
  • Participación anterior: 5,29%
  • Desglose: 4,66% acciones ordinarias (418,6 millones de votos), 0,29% recibos de depósito (26,4 millones de votos), 0,01% swaps de acciones liquidados en efectivo (0,64 millones de votos)
  • Cambio: aproximadamente 0,33 puntos porcentuales (≈28 millones de votos) vendidos

La divulgación es obligatoria según FCA DTR 5 y no incluye actualizaciones sobre ganancias u operaciones. Los inversores pueden ver la reducción de la participación como un leve descenso en la propiedad institucional long-only; sin embargo, no se proporcionaron implicaciones estratégicas inmediatas.

Haleon plc의 2025년 8월 7일자 Form 6-K에는 Wellington Management Group LLP가 5% 공시 기준 이하로 떨어졌음을 보여주는 영국 TR-1 공지가 포함되어 있습니다.

  • 기준 초과 일자: 2025년 8월 6일
  • 현재 보유 지분: 의결권 4.96% (445,697,628표)
  • 이전 보유 지분: 5.29%
  • 내역: 보통주 4.66% (4억 1860만 표), 예탁증서 0.29% (2,640만 표), 현금결제 주식 스왑 0.01% (64만 표)
  • 변동: 약 0.33%포인트 (약 2,800만 표) 매도

이 공시는 FCA DTR 5에 따라 의무적이며 수익이나 운영 업데이트는 포함하지 않습니다. 투자자들은 지분 감소를 장기 순수 기관 소유권의 소폭 하락으로 볼 수 있으나 즉각적인 전략적 영향은 제공되지 않았습니다.

Le formulaire 6-K de Haleon plc daté du 7 août 2025 contient un avis UK TR-1 indiquant que Wellington Management Group LLP est passé en dessous du seuil de divulgation de 5 %.

  • Date de franchissement du seuil : 6 août 2025
  • Participation actuelle : 4,96 % des droits de vote (445 697 628 voix)
  • Participation précédente : 5,29 %
  • Répartition : 4,66 % d'actions ordinaires (418,6 M de voix), 0,29 % de certificats de dépôt (26,4 M de voix), 0,01 % de swaps d’actions réglés en espèces (0,64 M de voix)
  • Changement : environ 0,33 points de pourcentage (≈28 M de voix) cédés

La divulgation est obligatoire selon la réglementation FCA DTR 5 et ne comprend pas de mises à jour sur les résultats ou les opérations. Les investisseurs peuvent considérer la réduction de la participation comme un léger recul de la détention institutionnelle long-only ; toutefois, aucune implication stratégique immédiate n’a été communiquée.

Im Form 6-K von Haleon plc vom 7. August 2025 ist eine UK TR-1-Meldung enthalten, die zeigt, dass Wellington Management Group LLP unter die Meldegrenze von 5 % gefallen ist.

  • Datum des Grenzübertritts: 6. August 2025
  • Aktueller Anteil: 4,96 % der Stimmrechte (445.697.628 Stimmen)
  • Vorheriger Anteil: 5,29 %
  • Aufschlüsselung: 4,66 % Stammaktien (418,6 Mio. Stimmen), 0,29 % Hinterlegungsscheine (26,4 Mio. Stimmen), 0,01 % barabgewickelte Equity-Swaps (0,64 Mio. Stimmen)
  • Veränderung: ca. 0,33 Prozentpunkte (≈28 Mio. Stimmen) veräußert

Die Meldung ist gemäß FCA DTR 5 verpflichtend und enthält keine Gewinn- oder Betriebsupdates. Anleger könnten die reduzierte Beteiligung als geringfügigen Rückgang des Long-Only-Institutionalbesitzes sehen; jedoch wurden keine unmittelbaren strategischen Auswirkungen genannt.

 
UNITED STATES
 
SECURITIES AND EXCHANGE COMMISSION
 
Washington, D.C. 20549
 
 
FORM 6-K
 
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934
 
For the month of August 2025
 
Commission File Number: 001-41411
 
Haleon plc
(Translation of registrant’s name into English)
 
Building 5, First Floor, The Heights,
Weybridge, Surrey, KT13 0NY
(Address of principal executive offices)
 
 
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:
 
 
Form 20-F
 
Form 40-F
 
 
 
EXHIBIT INDEX
 
Exhibit Number
Description
         99.1
07 August 2025 - “Holding(s) in Company”
 

99.1
 
 
Haleon plc: Holding(s) in Company
 
07 August 2025: Haleon plc (the "Company" or "Haleon") (LSE/NYSE: HLN) today publishes the below TR-1 notification of major holdings in the Company.
 
This announcement is made in accordance with the requirements of DTR 5.8.12R(1).
 
Shareholders should refer to the Company's announcement regarding Haleon's total voting rights to determine if they are required to notify their interest in, or a change to their interests in the Company under the FCA's Disclosure Guidance and Transparency Rules.
 
Notifiable interests in Haleon may be sent to: company.secretary@haleon.com
 
 
TR-1: Standard form for notification of major holdings
 
1. Issuer Details
 
ISIN
GB00BMX86B70
 
Issuer Name
HALEON PLC
 
UK or Non-UK Issuer
UK
 
2. Reason for Notification
 
An acquisition or disposal of voting rights
 
3. Details of person subject to the notification obligation
 
Name
Wellington Management Group LLP
 
City of registered office (if applicable)
Boston

Country of registered office (if applicable)
United States
 
4. Details of the shareholder
 
Name
City of registered office
Country of registered office
Vidacos Nominees Limited
 
 
 
State Street Nominees Limited
 
 
 
ROY Nominees Limited
 
 
 
Nortrust Nominees Limited
 
 
 
Mellon Nominees (UK) Ltd.
 
 
 
JP Morgan Chase Nominees Limited
 
 
 
HSBC Global Custody Nominee (UK) Limited
 
 
 
Goldman Sachs International
 
 
 
BNY Mellon Nominees Limited
 
 
 
BNY (OCS) Nominees Limited
 
 
 
BBH ISL NOMINEES LTD
 
 
 
 
5. Date on which the threshold was crossed or reached
 
06-Aug-2025
 
6. Date on which Issuer notified
 
07-Aug-2025
 
7. Total positions of person(s) subject to the notification obligation
 
 
% of voting rights attached to shares (total of 8.A)
% of voting rights through financial instruments (total of 8.B 1 + 8.B 2)
Total of both in % (8.A + 8.B)
Total number of voting rights held in issuer
Resulting situation on the date on which threshold was crossed or reached
 
4.660000
 
0.300000
 
4.960000
 
445697628
 
Position of previous notification (if applicable)
 
4.970000
 
0.320000
 
5.290000
 
 
 
8. Notified details of the resulting situation on the date on which the threshold was crossed or reached
 
8A. Voting rights attached to shares
 
Class/Type of shares ISIN code(if possible)
Number of direct voting rights (DTR5.1)
Number of indirect voting rights (DTR5.2.1)
% of direct voting rights (DTR5.1)
% of indirect voting rights (DTR5.2.1)
GB00BMX86B70
 
 
418623332
 
 
4.660000
 
Sub Total 8.A
418623332
 
4.660000%
 
 
8B1. Financial Instruments according to (DTR5.3.1R.(1) (a))
 
Type of financial instrument
Expiration date
Exercise/conversion period
Number of voting rights that may be acquired if the instrument is exercised/converted
% of voting rights
Depository receipt
 
 
 
26435904
 
0.290000
 
Sub Total 8.B1
 
26435904
 
0.290000%
 
 
8B2. Financial Instruments with similar economic effect according to (DTR5.3.1R.(1) (b))
 
Type of financial instrument
Expiration date
Exercise/conversion period
Physical or cash settlement
Number of voting rights
% of voting rights
Equity Swap
 
05/05/2028
 
05/05/2028
 
Cash
 
379520
 
0.010000
 
Equity Swap
 
15/05/2033
 
15/05/2033
 
Cash
 
85106
 
0.000000
 
Equity Swap
 
20/05/2033
 
20/05/2033
 
Cash
 
173766
 
0.000000
 
Sub Total 8.B2
 
638392
 
0.010000%
 
 
9. Information in relation to the person subject to the notification obligation

2. Full chain of controlled undertakings through which the voting rights and/or the financial instruments are effectively held starting with the ultimate controlling natural person or legal entities (please add additional rows as necessary)
 
Ultimate controlling person
Name of controlled undertaking
% of voting rights if it equals or is higher than the notifiable threshold
% of voting rights through financial instruments if it equals or is higher than the notifiable threshold
Total of both if it equals or is higher than the notifiable threshold
Wellington Management Group LLP (Chain 1)
 
Wellington Group Holdings LLP
 
 
 
 
Wellington Management Group LLP (Chain 1)
 
Wellington Investment Advisors Holdings LLP
 
 
 
 
Wellington Management Group LLP (Chain 1)
 
Wellington Management Company LLP
 
 
 
 
Wellington Management Group LLP (Chain 2)
 
Wellington Group Holdings LLP
 
 
 
 
Wellington Management Group LLP (Chain 2)
 
Wellington Investment Advisors Holdings LLP
 
 
 
 
Wellington Management Group LLP (Chain 2)
 
Wellington Management Global Holdings, Ltd.
 
 
 
 
Wellington Management Group LLP (Chain 2)
 
Wellington Management International Ltd
 
 
 
 
Wellington Management Group LLP (Chain 3)
 
Wellington Group Holdings LLP
 
 
 
 
Wellington Management Group LLP (Chain 3)
 
Wellington Investment Advisors Holdings LLP
 
 
 
 
Wellington Management Group LLP (Chain 3)
 
Wellington Management Global Holdings, Ltd.
 
 
 
 
Wellington Management Group LLP (Chain 3)
 
Wellington Management Hong Kong Ltd
 
 
 
 
Wellington Management Group LLP (Chain 4)
 
Wellington Group Holdings LLP
 
 
 
 
Wellington Management Group LLP (Chain 4)
 
Wellington Investment Advisors Holdings LLP
 
 
 
 
Wellington Management Group LLP (Chain 4)
 
Wellington Management Global Holdings, Ltd.
 
 
 
 
Wellington Management Group LLP (Chain 4)
 
Wellington Management Europe GmbH
 
 
 
 
 
10. In case of proxy voting
 
Name of the proxy holder
 
 
The number and % of voting rights held
 
 
The date until which the voting rights will be held
 
 
11. Additional Information
 
Wellington Management Company LLP is an investment management entity that manages the assets of certain funds and/or managed accounts.Wellington Management Company LLP is a direct controlled undertaking of Wellington Investment Advisors Holdings LLP, which, in turn, is a direct controlled undertaking of Wellington Group Holdings LLP, which, in turn, is a direct controlled undertaking of Wellington Management Group LLP.
 
Wellington Management International Ltd, Wellington Management Hong Kong Ltd and Wellington Management Europe GmbH are investment management entities that manage the assets of certain funds and/or managed accounts.Wellington Management International Ltd, Wellington Management Hong Kong Ltd and Wellington Management Europe GmbH are direct controlled undertakings of Wellington Management Global Holdings, Ltd., which, in turn, is a direct controlled undertaking of Wellington Investment Advisors Holdings LLP, which, in turn, is a direct controlled undertaking of Wellington Group Holdings LLP, which, in turn, is a direct controlled undertaking of Wellington Management Group LLP.
 
12. Date of Completion
 
07-Aug-2025
 
13. Place Of Completion
 
London, UK
 
Amanda Mellor, Company Secretary
 
 
SIGNATURE
 
 
 
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
 
 
 
HALEON PLC
(Registrant)
 
Date: August 07, 2025
By:
/s/ Amanda Mellor
 
 
Name:
Amanda Mellor
 
 
Title:
Company Secretary

FAQ

Why did Haleon (HLN) file a Form 6-K on 7 Aug 2025?

To publish a TR-1 notice disclosing that Wellington Management Group LLP’s holding fell below the 5 % threshold.

What is Wellington Management’s new percentage ownership in Haleon?

Wellington now controls 4.96 % of Haleon’s voting rights (445.7 m votes).

How much did Wellington’s ownership fall?

The position fell by 0.33 percentage points, equal to roughly 28 million voting rights.

Does the filing include Haleon’s earnings or guidance?

No. The 6-K is limited to shareholding disclosure and contains no financial performance data.

What triggers a TR-1 major holdings notice?

Crossing specific thresholds (3 %, 5 %, 10 %, etc.) under FCA DTR 5 requires shareholders to notify the issuer and market.
Haleon

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