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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, Q4 2022

Institutional positions in Haleon plc as of Dec 31, 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
587
+53 vs. Q3 2022
Shares held
336.8M
+28.5M (+9.2%) vs. Q3 2022
Total value
$2.69B
+$816.1M (+43.5%) vs. Q3 2022
New holders
151
132 more added
Sold out
98
185 more reduced

14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 587 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 548 institutionsQ4 2022: 587 institutionsQ1 2023: 578 institutionsQ2 2023: 579 institutionsQ3 2023: 570 institutionsQ4 2023: 592 institutionsQ1 2024: 599 institutionsQ2 2024: 582 institutionsQ3 2024: 589 institutionsQ4 2024: 611 institutionsQ1 2025: 600 institutionsQ2 2025: 627 institutionsQ3 2025: 600 institutionsQ4 2025: 609 institutionsQ1 2026: 627 institutionsQ2 2026: 647 institutions
Value heldQ4 2022: $2.69B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $1.88BQ4 2022: $2.69BQ1 2023: $3.01BQ2 2023: $3.17BQ3 2023: $3.26BQ4 2023: $3.24BQ1 2024: $4.31BQ2 2024: $4.29BQ3 2024: $5.45BQ4 2024: $7.01BQ1 2025: $5.86BQ2 2025: $5.98BQ3 2025: $4.93BQ4 2025: $5.72BQ1 2026: $5.69BQ2 2026: $5.52B
Institutions holding HLN and their total value by quarter
QuarterHoldersValue
Q2 2026647$5.52B
Q1 2026627$5.69B
Q4 2025609$5.72B
Q3 2025600$4.93B
Q2 2025627$5.98B
Q1 2025600$5.86B
Q4 2024611$7.01B
Q3 2024589$5.45B
Q2 2024582$4.29B
Q1 2024599$4.31B
Q4 2023592$3.24B
Q3 2023570$3.26B
Q2 2023579$3.17B
Q1 2023578$3.01B
Q4 2022587$2.69B
Q3 2022548$1.88B
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q3 2022.

Institutions holding HLN in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Westside Investment Management, Inc.35$00.00%00.0%Unchanged
Bangor Savings Bank12$00.00%+12New
First Command Advisory Services, Inc.347$00.00%+347New
PFG Private Wealth Management, LLC25$00.00%+25New
Leonteq Securities AG1$80.00%00.0%Unchanged
Natixis1$80.00%+1New
Sofos Investments, Inc.8$390.00%−22−73.3%Reduced
Focused Wealth Management, Inc10$800.00%00.0%Unchanged
Delos Wealth Advisors, LLC22$1760.00%00.0%Unchanged
Hoey Investments, Inc24$1920.00%00.0%Unchanged
Trustcore Financial Services, LLC27$2160.00%00.0%Unchanged
Cornerstone Management, Inc.28$2240.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)30$2400.00%00.0%Unchanged
Versant Capital Management, Inc30$2400.00%+30New
True Wealth Design, LLC48$3840.00%+48New
GHP Investment Advisors, Inc.50$4000.00%00.0%Unchanged
Rise Advisors, LLC51$4080.00%+51New
HHM Wealth Advisors, LLC59$4720.00%−17−22.4%Reduced
Corrado Advisors, LLC60$4800.00%+60New
Retirement Financial Solutions, LLC68$5440.00%+68New
Western Pacific Wealth Management, LP95$7600.00%00.0%Unchanged
Wolff Wiese Magana LLC96$7680.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc96$7680.00%+96New
Manchester Capital Management LLC100$8000.00%−690−87.3%Reduced
TD Capital Management LLC100$8000.00%00.0%Unchanged
St Germain D J Co Inc100$8000.00%+100New
Oakworth Capital, Inc.100$8000.00%+100New
EWG Elevate Inc.100$8000.00%+100New
WFA of San Diego, LLC100$8000.00%+100New
Live Oak Investment Partners–$8640.00%–New
Eagle Bay Advisors LLC111$8880.00%−500−81.8%Reduced
Kelly Financial Services LLC122$9760.00%−201−62.2%Reduced
High Net Worth Advisory Group LLC125$1.00K0.00%−13,513−99.1%Reduced
Avion Wealth250$1.00K0.00%00.0%Unchanged
Toronto Dominion Bank100$1.00K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC80$1.00K0.00%−86−51.8%Reduced
Hoese & Co LLP200$1.00K0.00%00.0%Unchanged
Bank of New Hampshire130$1.00K0.00%00.0%Unchanged
1832 Asset Management L.P.127$1.02K0.00%+127New
Schubert & Co136$1.09K0.00%−161−54.2%Reduced
Washington Trust Co150$1.20K0.00%+150New
Pathway Financial Advisers, LLC150$1.20K0.00%+150New
NewSquare Capital LLC154$1.23K0.00%+20+14.9%Added
IMA Wealth, Inc.156$1.25K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC158$1.27K0.00%+158New
Paragon Wealth Strategies, LLC163$1.30K0.00%+163New
Heritage Wealth Management, LLC166$1.33K0.00%+80+93.0%Added
Hallmark Capital Management Inc175$1.40K0.00%+175New
Sugarloaf Wealth Management, LLC186$1.49K0.00%−291−61.0%Reduced
Community Bank, N.A.200$1.60K0.00%−373−65.1%Reduced
Prestige Wealth Management Group LLC200$1.60K0.00%00.0%Unchanged
American State Bank (Iowa)200$1.60K0.00%+200New
Tucker Asset Management LLC199$1.60K0.00%00.0%Unchanged
Stephens Consulting, LLC215$1.72K0.00%00.0%Unchanged
Raffa Wealth Management, LLC219$1.75K0.00%−184−45.7%Reduced
Legend Financial Advisors, Inc.245$1.96K0.00%00.0%Unchanged
Avondale Wealth Management248$1.98K0.00%+248New
Hall Laurie J Trustee250$2.00K0.00%−1,528−85.9%Reduced
First Community Trust NA200$2.00K0.00%−712−78.1%Reduced
Benjamin Edwards Inc290$2.00K0.00%00.0%Unchanged
Highlander Capital Management, LLC266$2.00K0.00%00.0%Unchanged
First Personal Financial Services250$2.00K0.00%00.0%Unchanged
Archer Investment Corp250$2.00K0.00%00.0%Unchanged
Front Row Advisors LLC200$2.00K0.00%00.0%Unchanged
American National Bank260$2.00K0.00%+260New
Semmax Financial Advisors Inc.200$2.00K0.00%+200New
Global Trust Asset Management, LLC275$2.20K0.00%+275New
Truvestments Capital LLC291$2.33K0.00%00.0%Unchanged
Larson Financial Group LLC297$2.38K0.00%00.0%Unchanged
Hartford Financial Management Inc.300$2.40K0.00%00.0%Unchanged
Parkside Financial Bank & Trust300$2.40K0.00%+300New
Twin Lakes Capital Management, LLC300$2.40K0.00%+300New
Boyd Watterson Asset Management LLC316$2.53K0.00%+316New
Crewe Advisors LLC330$2.64K0.00%00.0%Unchanged
Trust Co of Vermont337$2.70K0.00%−557−62.3%Reduced
CNB Bank340$2.72K0.00%+340New
Concord Wealth Partners346$2.77K0.00%+346New
Bell Investment Advisors, Inc355$2.84K0.00%+74+26.3%Added
Beacon Capital Management, LLC360$2.88K0.00%+360New
Pflug Koory, LLC325$3.00K0.00%−776−70.5%Reduced
Asset Dedication, LLC356$3.00K0.00%00.0%Unchanged
Gibson Wealth Advisors LLC378$3.00K0.00%+372+6,200.0%Added
Webster Bank, N. A.348$3.00K0.00%+348New
Baldwin Brothers Inc399$3.19K0.00%+204+104.6%Added
Maryland Capital Advisors Inc.400$3.20K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.400$3.20K0.00%+400New
Moisand Fitzgerald Tamayo, LLC402$3.22K0.00%00.0%Unchanged
Gradient Investments LLC408$3.27K0.00%−166−28.9%Reduced
Fairfield Financial Advisors, LTD431$3.45K0.00%00.0%Unchanged
RFP Financial Group LLC439$3.51K0.00%+439New
Peoples Financial Services Corp.440$3.52K0.00%−100−18.5%Reduced
Lee Financial Co451$3.61K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC455$3.64K0.00%00.0%Unchanged
Burleson & Company, LLC458$3.66K0.00%00.0%Unchanged
Kraematon Investment Advisors, Inc466$3.73K0.00%+466New
CVA Family Office, LLC478$3.82K0.00%+225+88.9%Added
MCF Advisors LLC480$3.84K0.00%00.0%Unchanged
America First Investment Advisors, LLC500$4.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC470$4.00K0.01%00.0%Unchanged
Centerpoint Advisors, LLC490$4.00K0.00%00.0%Unchanged