Haleon plc
HLN- Exchange
- NYSE
- Industry
- Perfumes, Cosmetics & Other Toilet Preparations
- SEC CIK
- 0001900304
No open-market purchases or sales by Haleon plc insiders were filed in the last 90 days; 647 institutions reported holding it in 13F filings for Q2 2026, worth $5.52B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
Other share classesHLNCF
13F holders, Q3 2022
Institutional positions in Haleon plc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 548
- +548 vs. Q2 2022
- Shares held
- 308.5M
- +308.5M vs. Q2 2022
- Total value
- $1.88B
- +$1.88B vs. Q2 2022
- New holders
- 548
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HLN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 647 | $5.52B |
| Q1 2026 | 627 | $5.69B |
| Q4 2025 | 609 | $5.72B |
| Q3 2025 | 600 | $4.93B |
| Q2 2025 | 627 | $5.98B |
| Q1 2025 | 600 | $5.86B |
| Q4 2024 | 611 | $7.01B |
| Q3 2024 | 589 | $5.45B |
| Q2 2024 | 582 | $4.29B |
| Q1 2024 | 599 | $4.31B |
| Q4 2023 | 592 | $3.24B |
| Q3 2023 | 570 | $3.26B |
| Q2 2023 | 579 | $3.17B |
| Q1 2023 | 578 | $3.01B |
| Q4 2022 | 587 | $2.69B |
| Q3 2022 | 548 | $1.88B |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 19,578 | $119.0K | 0.00% | +19,578 | New |
| Kingsview Wealth Management, LLC | 19,773 | $120.0K | 0.01% | +19,773 | New |
| Evergreen Capital Management LLC | 19,854 | $121.0K | 0.01% | +19,854 | New |
| United Capital Financial Advisers, LLC | 20,052 | $122.0K | 0.00% | +20,052 | New |
| Aaron Wealth Advisors | 20,000 | $122.0K | 0.02% | +20,000 | New |
| Wolverine Trading, LLC | 20,149 | $123.0K | 0.00% | +20,149 | New |
| Commerce Bank | 20,437 | $125.0K | 0.00% | +20,437 | New |
| Prudential Financial Inc | 20,806 | $127.0K | 0.00% | +20,806 | New |
| Balentine LLC | 20,954 | $128.0K | 0.00% | +20,954 | New |
| Bessemer Group Inc | 21,165 | $130.0K | 0.00% | +21,165 | New |
| Keybank National Association | 21,612 | $132.0K | 0.00% | +21,612 | New |
| Wedbush Securities Inc | 21,725 | $132.0K | 0.01% | +21,725 | New |
| IHT Wealth Management, LLC | 21,750 | $132.0K | 0.01% | +21,750 | New |
| Jarislowsky, Fraser Ltd | 21,891 | $133.0K | 0.00% | +21,891 | New |
| Valeo Financial Advisors, LLC | 21,902 | $133.0K | 0.01% | +21,902 | New |
| Guardian Capital Advisors LP | 22,385 | $134.0K | 0.02% | +22,385 | New |
| PFG Advisors | 22,054 | $134.0K | 0.02% | +22,054 | New |
| KCS Wealth Advisory | 21,998 | $134.0K | 0.06% | +21,998 | New |
| Cook Wealth Management Group LLC | 21,924 | $134.0K | 0.15% | +21,924 | New |
| Keystone Financial Group | 22,182 | $135.0K | 0.03% | +22,182 | New |
| True North Advisors, LLC | 22,567 | $137.0K | 0.04% | +22,567 | New |
| Integrated Wealth Concepts LLC | 22,489 | $137.0K | 0.00% | +22,489 | New |
| Intrua Financial, LLC | 22,468 | $137.0K | 0.04% | +22,468 | New |
| Mork Capital Management, LLC | 23,130 | $141.0K | 0.14% | +23,130 | New |
| Martin Investment Management, LLC | 23,675 | $144.0K | 0.05% | +23,675 | New |
| Foresight Wealth Management, LLC | 23,629 | $144.0K | 0.06% | +23,629 | New |
| Steward Partners Investment Advisory, LLC | 23,810 | $145.0K | 0.00% | +23,810 | New |
| Kayne Anderson Rudnick Investment Management LLC | 24,020 | $146.0K | 0.00% | +24,020 | New |
| Farmers & Merchants Investments Inc | 24,380 | $148.0K | 0.01% | +24,380 | New |
| Kovack Advisors, Inc. | 24,346 | $148.0K | 0.02% | +24,346 | New |
| TD Waterhouse Canada Inc. | 23,982 | $148.2K | 0.00% | +23,982 | New |
| First City Capital Management, Inc. | 24,444 | $149.0K | 0.10% | +24,444 | New |
| ExodusPoint Capital Management, LP | 24,494 | $149.0K | 0.00% | +24,494 | New |
| Moors & Cabot, Inc. | 24,618 | $150.0K | 0.01% | +24,618 | New |
| Keating Investment Counselors Inc | 24,715 | $151.0K | 0.07% | +24,715 | New |
| Squarepoint Ops LLC | 24,923 | $152.0K | 0.00% | +24,923 | New |
| Buckingham Strategic Wealth, LLC | 25,313 | $154.0K | 0.00% | +25,313 | New |
| Highland Capital Management, LLC | 25,567 | $156.0K | 0.01% | +25,567 | New |
| Vise Technologies, Inc. | 25,636 | $156.0K | 0.06% | +25,636 | New |
| O'Shaughnessy Asset Management, LLC | 27,284 | $166.0K | 0.00% | +27,284 | New |
| Meyer Handelman Co | 27,477 | $167.0K | 0.01% | +27,477 | New |
| Hudson Portfolio Management LLC | 27,791 | $169.0K | 0.20% | +27,791 | New |
| Herold Advisors, Inc. | 27,822 | $169.0K | 0.08% | +27,822 | New |
| Bokf, NA | 28,063 | $171.0K | 0.00% | +28,063 | New |
| Blair William & Co | 28,532 | $174.0K | 0.00% | +28,532 | New |
| Independent Advisor Alliance | 28,978 | $176.0K | 0.01% | +28,978 | New |
| We Are One Seven, LLC | 28,922 | $176.0K | 0.02% | +28,922 | New |
| Lafayette Investments, Inc. | 29,104 | $177.0K | 0.05% | +29,104 | New |
| Davenport & Co LLC | 29,641 | $181.0K | 0.00% | +29,641 | New |
| New England Research & Management, Inc. | 29,750 | $181.0K | 0.11% | +29,750 | New |
| Fractal Investments LLC | 30,000 | $183.0K | 0.05% | +30,000 | New |
| Private Advisory Group LLC | 30,640 | $187.0K | 0.04% | +30,640 | New |
| Millennium Management LLC | 31,115 | $189.0K | 0.00% | +31,115 | New |
| CPWM, LLC | 31,181 | $190.0K | 0.02% | +31,181 | New |
| Equitable Holdings, Inc. | 31,934 | $194.0K | 0.00% | +31,934 | New |
| Integrity Advisory, LLC | 32,368 | $197.0K | 0.18% | +32,368 | New |
| Sigma Planning Corp | 32,711 | $199.0K | 0.01% | +32,711 | New |
| Lazard Asset Management LLC | 33,400 | $203.0K | 0.00% | +33,400 | New |
| Pinnacle Associates Ltd | 33,978 | $207.0K | 0.00% | +33,978 | New |
| Advisory Services Network, LLC | 34,077 | $208.0K | 0.01% | +34,077 | New |
| Park Avenue Securities LLC | 34,295 | $209.0K | 0.00% | +34,295 | New |
| National Asset Management, Inc. | 34,020 | $209.0K | 0.01% | +34,020 | New |
| LSV Asset Management | 35,300 | $215.0K | 0.00% | +35,300 | New |
| Chelsea Counsel Co | 36,700 | $224.0K | 0.14% | +36,700 | New |
| Rothschild Investment Corp | 38,300 | $233.0K | 0.02% | +38,300 | New |
| Cardinal Capital Management | 39,403 | $240.0K | 0.06% | +39,403 | New |
| Argent Trust Co | 39,385 | $240.0K | 0.02% | +39,385 | New |
| Lake Street Advisors Group, LLC | 39,590 | $241.0K | 0.02% | +39,590 | New |
| Greenwich Wealth Management LLC | 40,302 | $245.0K | 0.03% | +40,302 | New |
| Brown Advisory Inc | 41,876 | $255.0K | 0.00% | +41,876 | New |
| Two Sigma Securities, LLC | 43,150 | $263.0K | 0.04% | +43,150 | New |
| Advisor Partners II, LLC | 43,237 | $263.0K | 0.02% | +43,237 | New |
| Whittier Trust Co | 44,039 | $268.0K | 0.01% | +44,039 | New |
| Auxier Asset Management | 44,731 | $272.0K | 0.05% | +44,731 | New |
| Freestone Capital Holdings, LLC | 44,719 | $272.0K | 0.01% | +44,719 | New |
| D. E. Shaw & Co., Inc. | 45,907 | $279.0K | 0.00% | +45,907 | New |
| Baker Tilly Wealth Management, LLC | 46,801 | $285.0K | 0.04% | +46,801 | New |
| Siena Capital LLC | 46,800 | $285.0K | 0.19% | +46,800 | New |
| Cetera Advisor Networks LLC | 47,923 | $292.0K | 0.00% | +47,923 | New |
| AlphaCentric Advisors LLC | 48,000 | $292.0K | 0.30% | +48,000 | New |
| Nicholas Hoffman & Company, LLC. | 49,379 | $301.0K | 0.01% | +49,379 | New |
| Mercer Global Advisors Inc | 49,548 | $302.0K | 0.00% | +49,548 | New |
| Roanoke Asset Management Corp | 49,630 | $302.0K | 0.14% | +49,630 | New |
| Exencial Wealth Advisors, LLC | 51,769 | $315.0K | 0.02% | +51,769 | New |
| Cetera Investment Advisers | 51,975 | $317.0K | 0.01% | +51,975 | New |
| WealthTrust Axiom LLC | 52,399 | $319.0K | 0.12% | +52,399 | New |
| Marks Group Wealth Management, Inc | 53,621 | $327.0K | 0.05% | +53,621 | New |
| Clean Yield Group | 53,798 | $328.0K | 0.15% | +53,798 | New |
| Arkadios Wealth Advisors | 54,246 | $330.0K | 0.05% | +54,246 | New |
| Ingalls & Snyder LLC | 54,470 | $332.0K | 0.02% | +54,470 | New |
| Avantax Advisory Services, Inc. | 54,970 | $335.0K | 0.01% | +54,970 | New |
| Baird Financial Group, Inc. | 55,017 | $335.0K | 0.00% | +55,017 | New |
| Marshall Wace, LLP | 57,800 | $352.0K | 0.00% | +57,800 | New |
| JustInvest LLC | 60,921 | $371.0K | 0.02% | +60,921 | New |
| Scotia Capital Inc. | 61,715 | $376.0K | 0.00% | +61,715 | New |
| NewEdge Wealth, LLC | 62,870 | $383.0K | 0.02% | +62,870 | New |
| National Bank of Canada | 64,346 | $390.0K | 0.00% | +64,346 | New |
| Boston Common Asset Management, LLC | 64,384 | $392.0K | 0.02% | +64,384 | New |
| Cerity Partners LLC | 64,415 | $393.0K | 0.00% | +64,415 | New |
| Private Advisor Group, LLC | 64,859 | $395.0K | 0.00% | +64,859 | New |