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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 500 | $4.00K | 0.00% | +500 | New |
| Cambridge Trust Co | 459 | $4.00K | 0.00% | +459 | New |
| Sandy Spring Bank | 513 | $4.10K | 0.00% | +40+8.5% | Added |
| Bogart Wealth, LLC | 524 | $4.19K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 527 | $4.22K | 0.00% | +527 | New |
| Emfo, LLC | 562 | $4.50K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 583 | $4.66K | 0.00% | +134+29.8% | Added |
| Investment Research & Advisory Group, Inc. | 600 | $4.80K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 608 | $4.86K | 0.00% | +68+12.6% | Added |
| South State Corp. | 615 | $4.92K | 0.00% | +615 | New |
| Financial Perspectives, Inc | 620 | $4.96K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 666 | $5.00K | 0.00% | −62−8.5% | Reduced |
| First Command Bank | 573 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 573 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $5.09K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 665 | $5.32K | 0.00% | +665 | New |
| Guardian Wealth Management, Inc. | 675 | $5.40K | 0.01% | −96−12.5% | Reduced |
| WFA Asset Management Corp | 692 | $5.54K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 700 | $5.60K | 0.00% | +700 | New |
| Oliver Lagore Vanvalin Investment Group | 723 | $5.78K | 0.00% | +406+128.1% | Added |
| Toth Financial Advisory Corp | 745 | $5.96K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 750 | $6.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 700 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 750 | $6.00K | 0.00% | +750 | New |
| Endurance Wealth Management, Inc. | 734 | $6.00K | 0.00% | +734 | New |
| S.A. Mason LLC | 800 | $6.40K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 800 | $6.40K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 804 | $6.43K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,076 | $6.55K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 820 | $6.56K | 0.01% | +820 | New |
| Norwood Financial Corp | 865 | $6.92K | 0.01% | −125−12.6% | Reduced |
| Macquarie Group Ltd | 833 | $7.00K | 0.00% | −212,831−99.6% | Reduced |
| GW&K Investment Management, LLC | 864 | $7.00K | 0.00% | +864 | New |
| Plante Moran Financial Advisors, LLC | 883 | $7.06K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 915 | $7.32K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 953 | $7.62K | 0.00% | +953 | New |
| BerganKDV Wealth Management, LLC | 975 | $7.80K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 977 | $7.81K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 980 | $7.84K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $8.00K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 950 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,017 | $8.14K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,048 | $8.38K | 0.00% | +1,048 | New |
| Harvest Group Wealth Management, LLC | 1,108 | $8.86K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,113 | $8.90K | 0.00% | −901−44.7% | Reduced |
| TSFG, LLC | 1,086 | $9.00K | 0.00% | −50−4.4% | Reduced |
| Roble, Belko & Company, Inc | 1,177 | $9.00K | 0.00% | +320+37.3% | Added |
| Jones Financial Companies LLLP | 1,185 | $9.00K | 0.00% | +1,185 | New |
| Princeton Global Asset Management LLC | 1,150 | $9.00K | 0.00% | +1,150 | New |
| Sierra Capital LLC | 1,077 | $9.00K | 0.00% | +1,077 | New |
| Anchor Investment Management, LLC | 1,200 | $9.60K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,200 | $9.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,226 | $9.66K | 0.00% | +1,226 | New |
| MinichMacGregor Wealth Management, LLC | 1,222 | $9.78K | 0.00% | +1,222 | New |
| JNBA Financial Advisors | 1,239 | $9.91K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,275 | $10.2K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,271 | $10.2K | 0.00% | +1,271 | New |
| Zullo Investment Group, Inc. | 1,292 | $10.3K | 0.01% | −290−18.3% | Reduced |
| Aua Capital Management, LLC | 1,343 | $10.7K | 0.01% | +1,343 | New |
| Coston, McIsaac & Partners | 1,487 | $11.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,352 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,405 | $11.2K | 0.00% | +1,405 | New |
| Caldwell Trust Co | 1,407 | $11.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,483 | $11.9K | 0.00% | −7,700−83.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,475 | $12.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,519 | $12.2K | 0.00% | +1,519 | New |
| CoreCap Advisors, LLC | 1,525 | $12.2K | 0.00% | +1,525 | New |
| Accurate Wealth Management, LLC | 1,612 | $12.5K | 0.00% | +1,612 | New |
| Hexagon Capital Partners LLC | 1,619 | $13.0K | 0.00% | −7−0.4% | Reduced |
| Bartlett & Co. LLC | 1,649 | $13.0K | 0.00% | −300−15.4% | Reduced |
| Clear Street Markets LLC | 1,600 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,649 | $13.2K | 0.00% | −300−15.4% | Reduced |
| Glen Eagle Advisors, LLC | 1,746 | $14.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,750 | $14.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,770 | $14.2K | 0.01% | +1,770 | New |
| Estabrook Capital Management | 1,805 | $14.4K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,830 | $14.6K | 0.00% | +549+42.9% | Added |
| First PREMIER Bank | 1,960 | $15.0K | 0.00% | −1,665−45.9% | Reduced |
| Washington Trust Advisors, Inc. | 1,879 | $15.0K | 0.00% | +353+23.1% | Added |
| Sittner & Nelson, LLC | 1,975 | $15.8K | 0.01% | −75−3.7% | Reduced |
| Farmers & Merchants Investments Inc | 1,993 | $15.9K | 0.00% | −22,387−91.8% | Reduced |
| Barclays PLC | 2,021 | $16.2K | 0.00% | +300+17.4% | Added |
| Piscataqua Savings Bank | 2,028 | $16.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,123 | $17.0K | 0.00% | +1,450+215.5% | Added |
| Horan Securities, Inc. | 2,150 | $17.2K | 0.01% | +2,150 | New |
| Godsey & Gibb Associates | 2,186 | $17.5K | 0.00% | +2,186 | New |
| SOA Wealth Advisors, LLC. | 2,229 | $17.8K | 0.00% | +2,229 | New |
| BDO Wealth Advisors, LLC | 2,293 | $18.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,483 | $19.9K | 0.00% | −253−9.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,554 | $20.0K | 0.02% | −3,548−58.1% | Reduced |
| Tradition Wealth Management, LLC | 2,501 | $20.0K | 0.00% | −938−27.3% | Reduced |
| Madden Securities Corp | 2,600 | $20.8K | 0.01% | +2,600 | New |
| ICA Group Wealth Management, LLC | 2,706 | $21.6K | 0.01% | +2,706 | New |
| Addison Advisors LLC | 2,733 | $21.9K | 0.01% | +628+29.8% | Added |
| HM Payson & Co | 2,837 | $22.7K | 0.00% | −625−18.1% | Reduced |
| Allworth Financial LP | 2,837 | $22.7K | 0.00% | +704+33.0% | Added |
| FinTrust Capital Advisors, LLC | 2,869 | $23.0K | 0.01% | −40−1.4% | Reduced |
| Salem Investment Counselors Inc | 2,936 | $23.5K | 0.00% | −3,522−54.5% | Reduced |