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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 2,962 | $24.0K | 0.00% | +750+33.9% | Added |
| First Horizon Advisors, Inc. | 3,007 | $24.1K | 0.00% | +1,999+198.3% | Added |
| Ellevest, Inc. | 3,013 | $24.1K | 0.00% | +2,712+901.0% | Added |
| AllSquare Wealth Management LLC | 3,200 | $25.6K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,230 | $25.8K | 0.02% | +3,230 | New |
| Clearstead Advisors, LLC | 3,467 | $27.7K | 0.00% | −1,720−33.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,560 | $28.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,579 | $28.6K | 0.01% | −2,929−45.0% | Reduced |
| Optimum Investment Advisors | 3,618 | $28.9K | 0.02% | +250+7.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,622 | $29.0K | 0.00% | −1,843−33.7% | Reduced |
| Resurgent Financial Advisors LLC | 3,666 | $29.3K | 0.02% | +3,666 | New |
| Kistler-Tiffany Companies, LLC | 3,786 | $30.3K | 0.01% | −7,950−67.7% | Reduced |
| Tompkins Financial Corp | 3,955 | $31.0K | 0.00% | +3,955 | New |
| BOK Financial Private Wealth, Inc. | 4,000 | $32.0K | 0.00% | −4,648−53.7% | Reduced |
| CKW Financial Group | 4,300 | $34.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,518 | $36.1K | 0.01% | +4,126+1,052.6% | Added |
| Headlands Technologies LLC | 4,716 | $38.0K | 0.03% | +4,716 | New |
| Grove Bank & Trust | 4,801 | $38.0K | 0.01% | +4,801 | New |
| City Holding Co | 4,779 | $38.2K | 0.01% | −725−13.2% | Reduced |
| Montag A & Associates Inc | 5,037 | $40.3K | 0.00% | −419−7.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,388 | $43.1K | 0.00% | +756+16.3% | Added |
| Umb Bank N A | 5,658 | $45.0K | 0.00% | +5,658 | New |
| KB Financial Partners, LLC | 5,738 | $46.0K | 0.02% | −2,830−33.0% | Reduced |
| Hollencrest Capital Management | 5,856 | $46.8K | 0.01% | +5,856 | New |
| Credit Suisse AG | 5,990 | $47.9K | 0.00% | −6,482−52.0% | Reduced |
| SkyView Investment Advisors, LLC | 6,362 | $51.0K | 0.02% | −2,795−30.5% | Reduced |
| Lindbrook Capital, LLC | 6,671 | $53.4K | 0.01% | +2,882+76.1% | Added |
| Harbour Investments, Inc. | 6,671 | $53.4K | 0.00% | +6,671 | New |
| Huntington National Bank | 6,831 | $54.6K | 0.00% | +6,831 | New |
| Cary Street Partner Investment Advisory LLC | 6,889 | $55.1K | 0.00% | +6,889 | New |
| Romano Brothers and Company | 6,940 | $55.5K | 0.01% | +6,940 | New |
| Brown Brothers Harriman & Co | 6,965 | $55.7K | 0.00% | −3,543−33.7% | Reduced |
| Stonebridge Capital Advisors LLC | 7,570 | $60.6K | 0.01% | −1,100−12.7% | Reduced |
| Ronald Blue Trust, Inc. | 9,994 | $61.0K | 0.00% | +9,994 | New |
| GWM Advisors LLC | 16,067 | $62.7K | 0.00% | +16,067 | New |
| Parallel Advisors, LLC | 8,003 | $64.0K | 0.00% | −1,315−14.1% | Reduced |
| Central Trust Co | 8,584 | $68.7K | 0.00% | −823−8.7% | Reduced |
| Atlas Capital Advisors LLC | 8,798 | $70.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9,205 | $73.6K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 9,294 | $74.4K | 0.00% | +4,455+92.1% | Added |
| Brown, Lisle/Cummings, Inc. | 9,556 | $76.4K | 0.04% | −141−1.5% | Reduced |
| AdvisorNet Financial, Inc | 9,572 | $76.6K | 0.01% | +9,572 | New |
| Centennial Bank | 9,706 | $77.6K | 0.04% | +9,706 | New |
| Proequities, Inc. | 9,725 | $77.8K | 0.01% | −2,220−18.6% | Reduced |
| Delta Asset Management LLC | 9,964 | $79.7K | 0.01% | +9,964 | New |
| GFS Advisors, LLC | 10,025 | $80.0K | 0.02% | 00.0% | Unchanged |
| Citizens Business Bank | 10,000 | $80.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 10,030 | $80.0K | 0.01% | +10,030 | New |
| Pinnacle Associates Ltd | 10,110 | $80.9K | 0.00% | −23,868−70.2% | Reduced |
| Axq Capital, LP | 10,200 | $81.6K | 0.06% | +10,200 | New |
| Deutsche Bank AG | 10,248 | $82.0K | 0.00% | −650−6.0% | Reduced |
| Delta Financial Group, Inc. | 10,313 | $82.0K | 0.04% | +10,313 | New |
| Principle Wealth Partners LLC | 10,258 | $82.1K | 0.01% | +10,258 | New |
| Fifth Third Bancorp | 10,395 | $83.2K | 0.00% | −399−3.7% | Reduced |
| InterOcean Capital Group, LLC | 10,401 | $83.2K | 0.00% | +255+2.5% | Added |
| Integrated Advisors Network LLC | 10,554 | $84.4K | 0.01% | +10,554 | New |
| Global Retirement Partners, LLC | 10,595 | $84.8K | 0.01% | +2,142+25.3% | Added |
| FirstPurpose Wealth LLC | 10,666 | $85.3K | 0.05% | +10,666 | New |
| Belpointe Asset Management LLC | 10,753 | $86.0K | 0.01% | +10,753 | New |
| United Capital Financial Advisers, LLC | 10,783 | $86.3K | 0.00% | −9,269−46.2% | Reduced |
| Qtron Investments LLC | 10,797 | $86.4K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,870 | $87.0K | 0.00% | −4,021−27.0% | Reduced |
| Jane Street Group, LLC | 10,920 | $87.4K | 0.00% | −2,145,358−99.5% | Reduced |
| MAI Capital Management | 10,935 | $87.5K | 0.00% | −2,985−21.4% | Reduced |
| Barrett & Company, Inc. | 11,041 | $88.3K | 0.06% | 00.0% | Unchanged |
| Tower Bridge Advisors | 11,182 | $89.5K | 0.01% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 11,225 | $89.8K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 11,228 | $89.8K | 0.00% | +218+2.0% | Added |
| Saturna Capital CORP | 11,500 | $92.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 11,505 | $92.0K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,522 | $92.2K | 0.01% | +11,522 | New |
| EP Wealth Advisors, LLC | 11,637 | $93.1K | 0.00% | −1,523−11.6% | Reduced |
| Kenfarb & Co. | 11,700 | $93.6K | 0.08% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 11,905 | $95.2K | 0.00% | −7,655−39.1% | Reduced |
| Herold Advisors, Inc. | 11,973 | $95.8K | 0.04% | −15,849−57.0% | Reduced |
| Charles Schwab Investment Management Inc | 12,031 | $96.2K | 0.00% | +12,031 | New |
| Apollon Wealth Management, LLC | 12,072 | $96.6K | 0.01% | −131−1.1% | Reduced |
| GYL Financial Synergies, LLC | 12,072 | $96.6K | 0.02% | +290+2.5% | Added |
| Sage Rhino Capital LLC | 12,243 | $97.9K | 0.03% | +12,243 | New |
| Ballew Advisors, Inc | 12,590 | $98.8K | 0.08% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 12,368 | $98.9K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 12,602 | $100.8K | 0.01% | +12,602 | New |
| Independent Advisor Alliance | 12,623 | $101.0K | 0.01% | −16,355−56.4% | Reduced |
| Centaurus Financial, Inc. | 12,636 | $101.0K | 0.01% | −174−1.4% | Reduced |
| Lincoln National Corp | 12,634 | $101.1K | 0.00% | +197+1.6% | Added |
| Wealthspire Advisors, LLC | 12,683 | $101.5K | 0.00% | +12,683 | New |
| Kestra Private Wealth Services, LLC | 12,797 | $102.4K | 0.01% | +2,730+27.1% | Added |
| Essex Financial Services, Inc. | 12,903 | $103.0K | 0.01% | +12,903 | New |
| Thrive Wealth Management, LLC | 12,894 | $103.2K | 0.03% | −36−0.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 13,000 | $104.0K | 0.03% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 13,036 | $104.3K | 0.06% | −435−3.2% | Reduced |
| KCS Wealth Advisory | 13,081 | $104.6K | 0.04% | −8,917−40.5% | Reduced |
| Coldstream Capital Management Inc | 13,147 | $105.2K | 0.00% | +13,147 | New |
| Excalibur Management Corp | 13,158 | $105.3K | 0.06% | −100−0.8% | Reduced |
| Old National Bancorp | 13,234 | $106.0K | 0.00% | +328+2.5% | Added |
| Beacon Pointe Advisors, LLC | 13,310 | $106.5K | 0.00% | +13,310 | New |
| EverSource Wealth Advisors, LLC | 13,527 | $108.2K | 0.02% | +3,802+39.1% | Added |
| Lakeview Capital Partners, LLC | 13,528 | $108.2K | 0.03% | −487−3.5% | Reduced |
| Advisory Services Network, LLC | 13,608 | $108.9K | 0.00% | −20,469−60.1% | Reduced |
| TD Private Client Wealth LLC | 13,624 | $109.0K | 0.01% | +12,140+818.1% | Added |