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 |
|---|---|---|---|---|---|
| Roosevelt Investment Group LLC | 12,861 | $78.0K | 0.01% | +12,861 | New |
| Marathon Capital Management | 12,823 | $78.0K | 0.02% | +12,823 | New |
| First Light Asset Management, LLC | 12,574 | $77.0K | 0.01% | +12,574 | New |
| Wipfli Financial Advisors LLC, | 12,692 | $77.0K | 0.01% | +12,692 | New |
| Credit Suisse AG | 12,472 | $76.0K | 0.00% | +12,472 | New |
| Northeast Financial Consultants Inc | 12,530 | $76.0K | 0.01% | +12,530 | New |
| ARS Wealth Advisors Group, LLC | 12,507 | $76.0K | 0.01% | +12,507 | New |
| Atria Wealth Solutions, Inc. | 12,338 | $75.1K | 0.00% | +12,338 | New |
| Lincoln National Corp | 12,437 | $75.0K | 0.00% | +12,437 | New |
| Gamble Jones Investment Counsel | 12,368 | $75.0K | 0.01% | +12,368 | New |
| Ballew Advisors, Inc | 12,590 | $75.0K | 0.07% | +12,590 | New |
| Arvest Trust Co N A | 12,071 | $74.0K | 0.01% | +12,071 | New |
| Apollon Wealth Management, LLC | 12,203 | $74.0K | 0.01% | +12,203 | New |
| Proequities, Inc. | 11,945 | $73.0K | 0.01% | +11,945 | New |
| Arete Wealth Advisors, LLC | 11,989 | $73.0K | 0.01% | +11,989 | New |
| GYL Financial Synergies, LLC | 11,782 | $72.0K | 0.02% | +11,782 | New |
| Kistler-Tiffany Companies, LLC | 11,736 | $71.0K | 0.02% | +11,736 | New |
| Almanack Investment Partners, LLC. | 11,600 | $71.0K | 0.01% | +11,600 | New |
| Kenfarb & Co. | 11,700 | $71.0K | 0.07% | +11,700 | New |
| MSH Capital Advisors LLC | 11,556 | $70.4K | 0.03% | +11,556 | New |
| Saturna Capital CORP | 11,500 | $70.0K | 0.00% | +11,500 | New |
| Ironwood Financial, llc | 11,505 | $70.0K | 0.02% | +11,505 | New |
| Lido Advisors, LLC | 11,546 | $70.0K | 0.00% | +11,546 | New |
| Nia Impact Advisors, LLC | 11,507 | $70.0K | 0.04% | +11,507 | New |
| Bailard, Inc. | 11,318 | $69.0K | 0.00% | +11,318 | New |
| Coastal Investment Advisors, Inc. | 11,263 | $69.0K | 0.02% | +11,263 | New |
| Tower Bridge Advisors | 11,182 | $68.1K | 0.01% | +11,182 | New |
| Stonebridge Capital Management Inc | 11,154 | $68.0K | 0.04% | +11,154 | New |
| Bigelow Investment Advisors, LLC | 11,225 | $68.0K | 0.04% | +11,225 | New |
| Gamco Investors, Inc. Et Al | 10,987 | $67.0K | 0.00% | +10,987 | New |
| Zevin Asset Management LLC | 11,069 | $67.0K | 0.02% | +11,069 | New |
| Forum Financial Management, LP | 11,010 | $67.0K | 0.00% | +11,010 | New |
| Fifth Third Bancorp | 10,794 | $66.0K | 0.00% | +10,794 | New |
| SeaCrest Wealth Management, LLC | 10,890 | $66.0K | 0.01% | +10,890 | New |
| 9258 Wealth Management, LLC | 10,779 | $66.0K | 0.02% | +10,779 | New |
| Qtron Investments LLC | 10,797 | $66.0K | 0.02% | +10,797 | New |
| Pathstone Family Office, LLC | 10,763 | $65.5K | 0.00% | +10,763 | New |
| Deutsche Bank AG | 10,898 | $65.0K | 0.00% | +10,898 | New |
| Cutler Group LP | 10,787 | $65.0K | 0.01% | +10,787 | New |
| Brown Brothers Harriman & Co | 10,508 | $64.0K | 0.00% | +10,508 | New |
| BancorpSouth Bank | 10,383 | $63.0K | 0.01% | +10,383 | New |
| InterOcean Capital Group, LLC | 10,146 | $62.0K | 0.00% | +10,146 | New |
| GFS Advisors, LLC | 10,025 | $61.0K | 0.01% | +10,025 | New |
| Kestra Private Wealth Services, LLC | 10,067 | $61.0K | 0.00% | +10,067 | New |
| Ritholtz Wealth Management | 10,039 | $61.0K | 0.00% | +10,039 | New |
| Citizens Business Bank | 10,000 | $61.0K | 0.01% | +10,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,830 | $60.0K | 0.00% | +9,830 | New |
| EverSource Wealth Advisors, LLC | 9,725 | $60.0K | 0.01% | +9,725 | New |
| Brown, Lisle/Cummings, Inc. | 9,697 | $59.1K | 0.03% | +9,697 | New |
| Central Trust Co | 9,407 | $57.0K | 0.00% | +9,407 | New |
| Parallel Advisors, LLC | 9,318 | $57.0K | 0.00% | +9,318 | New |
| Cullen/Frost Bankers, Inc. | 9,183 | $56.0K | 0.00% | +9,183 | New |
| North Star Investment Management Corp. | 9,205 | $56.0K | 0.01% | +9,205 | New |
| Quadrant Capital Group LLC | 9,160 | $56.0K | 0.01% | +9,160 | New |
| SkyView Investment Advisors, LLC | 9,157 | $56.0K | 0.02% | +9,157 | New |
| Credit Agricole S A | 9,000 | $55.0K | 0.00% | +9,000 | New |
| Atlas Capital Advisors LLC | 8,798 | $53.6K | 0.01% | +8,798 | New |
| BOK Financial Private Wealth, Inc. | 8,648 | $53.0K | 0.00% | +8,648 | New |
| Stonebridge Capital Advisors LLC | 8,670 | $53.0K | 0.01% | +8,670 | New |
| Global Retirement Partners, LLC | 8,453 | $52.0K | 0.00% | +8,453 | New |
| KB Financial Partners, LLC | 8,568 | $52.0K | 0.02% | +8,568 | New |
| Sutton Wealth Advisors Inc. | 6,508 | $39.6K | 0.02% | +6,508 | New |
| Salem Investment Counselors Inc | 6,458 | $39.0K | 0.00% | +6,458 | New |
| CarsonAllaria Wealth Management, Ltd. | 6,102 | $37.0K | 0.03% | +6,102 | New |
| City Holding Co | 5,504 | $34.0K | 0.01% | +5,504 | New |
| Montag A & Associates Inc | 5,456 | $33.0K | 0.00% | +5,456 | New |
| Benjamin F. Edwards & Company, Inc. | 5,465 | $33.0K | 0.00% | +5,465 | New |
| Clearstead Advisors, LLC | 5,187 | $32.0K | 0.00% | +5,187 | New |
| Hudock, Inc. | 5,079 | $30.0K | 0.01% | +5,079 | New |
| Assetmark, Inc | 4,839 | $29.0K | 0.00% | +4,839 | New |
| Whittier Trust Co of Nevada Inc | 4,632 | $28.0K | 0.00% | +4,632 | New |
| CKW Financial Group | 4,300 | $26.0K | 0.00% | +4,300 | New |
| Lindbrook Capital, LLC | 3,789 | $23.0K | 0.00% | +3,789 | New |
| First PREMIER Bank | 3,625 | $22.0K | 0.01% | +3,625 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,560 | $22.0K | 0.02% | +3,560 | New |
| HM Payson & Co | 3,462 | $21.0K | 0.00% | +3,462 | New |
| Optimum Investment Advisors | 3,368 | $21.0K | 0.01% | +3,368 | New |
| Tradition Wealth Management, LLC | 3,439 | $21.0K | 0.00% | +3,439 | New |
| AllSquare Wealth Management LLC | 3,200 | $19.0K | 0.01% | +3,200 | New |
| FinTrust Capital Advisors, LLC | 2,909 | $18.0K | 0.00% | +2,909 | New |
| JFS Wealth Advisors, LLC | 2,736 | $17.0K | 0.00% | +2,736 | New |
| GPS Wealth Strategies Group, LLC | 2,659 | $16.0K | 0.00% | +2,659 | New |
| FourThought Financial, LLC | 2,575 | $16.0K | 0.00% | +2,575 | New |
| BDO Wealth Advisors, LLC | 2,293 | $14.0K | 0.00% | +2,293 | New |
| Ancora Advisors, LLC | 2,212 | $13.0K | 0.00% | +2,212 | New |
| Allworth Financial LP | 2,133 | $13.0K | 0.00% | +2,133 | New |
| Addison Advisors LLC | 2,105 | $13.0K | 0.01% | +2,105 | New |
| Bartlett & Co. LLC | 1,949 | $12.0K | 0.00% | +1,949 | New |
| Ellis Investment Partners, LLC | 2,003 | $12.0K | 0.00% | +2,003 | New |
| PSI Advisors, LLC | 2,014 | $12.0K | 0.01% | +2,014 | New |
| Sittner & Nelson, LLC | 2,050 | $12.0K | 0.01% | +2,050 | New |
| Piscataqua Savings Bank | 2,028 | $12.0K | 0.01% | +2,028 | New |
| Bartlett & Co. Wealth Management LLC | 1,949 | $11.9K | 0.00% | +1,949 | New |
| Barclays PLC | 1,721 | $11.0K | 0.00% | +1,721 | New |
| Hall Laurie J Trustee | 1,778 | $11.0K | 0.01% | +1,778 | New |
| TCI Wealth Advisors, Inc. | 1,789 | $11.0K | 0.00% | +1,789 | New |
| West Branch Capital LLC | 1,750 | $11.0K | 0.01% | +1,750 | New |
| Estabrook Capital Management | 1,805 | $11.0K | 0.00% | +1,805 | New |
| Glen Eagle Advisors, LLC | 1,746 | $10.6K | 0.00% | +1,746 | New |
| Clear Street Markets LLC | 1,600 | $10.0K | 0.00% | +1,600 | New |