Latest Period
Q1 2026
Security Snapshot
Halma PLC - Common Stock - Foreign Institutional Ownership
CUSIP: 000405207
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
1
Shares (Excl. Options)
358,180
Price
$27.54
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- Security type / class
- Equity / Common Stock - Foreign
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 358,180
- Total 13F value
- $9,863,241
- Portfolio coverage rank
- 0%
- Share change
- +356,126
- Value change
- +$9,806,680
- Number of holders
- 1
- SEC-reported price per share
- $27.54
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 000405207 - Halma PLC - Common Stock - Foreign is tracked under CUSIP 000405207.
- 1 institution reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 1 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $97,835 to $9,863,241.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 1 institution filings for Q1 2026.
Security key
000405207
Latest holder period
Q1 2026
13F holders
1
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 000405207:
As of 31 Mar 2026, 1 institutional investors reported holding 358,180 shares of Halma PLC - Common Stock - Foreign.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
27
Latest
Q1 2026
Rows shown
1-25 of 27
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 358,180 | $9,863,241 | +$9,806,680 | $27.54 | 1 |
| 2025 Q4 | 2,054 | $97,835 | +$28,388 | $47.63 | 1 |
| 2025 Q3 | 1,458 | $67,677 | +$26,829 | $46.42 | 1 |
| 2025 Q2 | 880 | $38,636 | +$18,352 | $43.90 | 1 |
| 2025 Q1 | 462 | $15,398 | +$300 | $33.33 | 1 |
| 2024 Q4 | 453 | $15,253 | +$8,889 | $33.67 | 1 |
| 2024 Q3 | 189 | $6,590 | +$6,590 | $34.87 | 1 |
| 2022 Q4 | 0 | $0 | -$1,057,000 | $27.54 | 0 |
| 2022 Q3 | 46,290 | $1,057,000 | $22.83 | 1 | |
| 2022 Q2 | 46,290 | $1,129,000 | +$1,129,000 | $24.39 | 1 |
| 2021 Q1 | 0 | $0 | -$1,422,755 | $27.54 | 0 |
| 2020 Q4 | 42,500 | $1,422,755 | $33.48 | 1 | |
| 2020 Q3 | 42,500 | $1,288,437 | +$30,316 | $30.32 | 1 |
| 2020 Q2 | 41,500 | $1,180,919 | $28.46 | 1 | |
| 2020 Q1 | 41,500 | $988,507 | +$988,507 | $23.82 | 1 |
| 2016 Q4 | 0 | $0 | -$302,000 | $27.54 | 0 |
| 2016 Q3 | 22,150 | $302,000 | $13.63 | 1 | |
| 2016 Q2 | 22,150 | $301,000 | +$285,372 | $13.59 | 1 |
| 2016 Q1 | 1,150 | $15,000 | +$15,000 | $13.04 | 1 |
| 2015 Q4 | 0 | $0 | -$38,646,000 | $27.54 | 0 |
| 2015 Q3 | 3,536,122 | $38,646,000 | -$42,847,000 | $10.93 | 1 |
| 2015 Q2 | 3,575,349 | $42,847,000 | -$253,989 | $11.98 | 1 |
| 2015 Q1 | 3,596,543 | $37,293,000 | +$12,468,830 | $10.37 | 1 |
| 2014 Q4 | 2,394,047 | $25,664,000 | -$16,917,840 | $10.72 | 1 |
| 2014 Q3 | 3,972,215 | $39,410,000 | -$10,966,330 | $9.92 | 1 |