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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 12,634 | $101.1K | 0.00% | +197+1.6% | Added |
| 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 |
| Financial Advocates Investment Management | 12,602 | $100.8K | 0.01% | +12,602 | New |
| Gamble Jones Investment Counsel | 12,368 | $98.9K | 0.01% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 12,590 | $98.8K | 0.08% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 12,243 | $97.9K | 0.03% | +12,243 | 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 |
| Charles Schwab Investment Management Inc | 12,031 | $96.2K | 0.00% | +12,031 | New |
| Herold Advisors, Inc. | 11,973 | $95.8K | 0.04% | −15,849−57.0% | Reduced |
| Guggenheim Capital LLC | 11,905 | $95.2K | 0.00% | −7,655−39.1% | Reduced |
| Kenfarb & Co. | 11,700 | $93.6K | 0.08% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,637 | $93.1K | 0.00% | −1,523−11.6% | Reduced |
| CAPROCK Group, Inc. | 11,522 | $92.2K | 0.01% | +11,522 | New |
| Ironwood Financial, llc | 11,505 | $92.0K | 0.03% | 00.0% | Unchanged |
| Saturna Capital CORP | 11,500 | $92.0K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 11,228 | $89.8K | 0.00% | +218+2.0% | Added |
| Bigelow Investment Advisors, LLC | 11,225 | $89.8K | 0.05% | 00.0% | Unchanged |
| Tower Bridge Advisors | 11,182 | $89.5K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 11,041 | $88.3K | 0.06% | 00.0% | Unchanged |
| MAI Capital Management | 10,935 | $87.5K | 0.00% | −2,985−21.4% | Reduced |
| Jane Street Group, LLC | 10,920 | $87.4K | 0.00% | −2,145,358−99.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,870 | $87.0K | 0.00% | −4,021−27.0% | Reduced |
| Qtron Investments LLC | 10,797 | $86.4K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,783 | $86.3K | 0.00% | −9,269−46.2% | Reduced |
| Belpointe Asset Management LLC | 10,753 | $86.0K | 0.01% | +10,753 | New |
| FirstPurpose Wealth LLC | 10,666 | $85.3K | 0.05% | +10,666 | New |
| Global Retirement Partners, LLC | 10,595 | $84.8K | 0.01% | +2,142+25.3% | Added |
| Integrated Advisors Network LLC | 10,554 | $84.4K | 0.01% | +10,554 | New |
| InterOcean Capital Group, LLC | 10,401 | $83.2K | 0.00% | +255+2.5% | Added |
| Fifth Third Bancorp | 10,395 | $83.2K | 0.00% | −399−3.7% | Reduced |
| Principle Wealth Partners LLC | 10,258 | $82.1K | 0.01% | +10,258 | New |
| Delta Financial Group, Inc. | 10,313 | $82.0K | 0.04% | +10,313 | New |
| Deutsche Bank AG | 10,248 | $82.0K | 0.00% | −650−6.0% | Reduced |
| Axq Capital, LP | 10,200 | $81.6K | 0.06% | +10,200 | New |
| Pinnacle Associates Ltd | 10,110 | $80.9K | 0.00% | −23,868−70.2% | Reduced |
| 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 |
| Delta Asset Management LLC | 9,964 | $79.7K | 0.01% | +9,964 | New |
| Proequities, Inc. | 9,725 | $77.8K | 0.01% | −2,220−18.6% | Reduced |
| Centennial Bank | 9,706 | $77.6K | 0.04% | +9,706 | New |
| AdvisorNet Financial, Inc | 9,572 | $76.6K | 0.01% | +9,572 | New |
| Brown, Lisle/Cummings, Inc. | 9,556 | $76.4K | 0.04% | −141−1.5% | Reduced |
| Assetmark, Inc | 9,294 | $74.4K | 0.00% | +4,455+92.1% | Added |
| North Star Investment Management Corp. | 9,205 | $73.6K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,798 | $70.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 8,584 | $68.7K | 0.00% | −823−8.7% | Reduced |
| Parallel Advisors, LLC | 8,003 | $64.0K | 0.00% | −1,315−14.1% | Reduced |
| GWM Advisors LLC | 16,067 | $62.7K | 0.00% | +16,067 | New |
| Ronald Blue Trust, Inc. | 9,994 | $61.0K | 0.00% | +9,994 | New |
| Stonebridge Capital Advisors LLC | 7,570 | $60.6K | 0.01% | −1,100−12.7% | Reduced |
| Brown Brothers Harriman & Co | 6,965 | $55.7K | 0.00% | −3,543−33.7% | Reduced |
| Romano Brothers and Company | 6,940 | $55.5K | 0.01% | +6,940 | New |
| Cary Street Partner Investment Advisory LLC | 6,889 | $55.1K | 0.00% | +6,889 | New |
| Huntington National Bank | 6,831 | $54.6K | 0.00% | +6,831 | New |
| 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 |
| SkyView Investment Advisors, LLC | 6,362 | $51.0K | 0.02% | −2,795−30.5% | Reduced |
| Credit Suisse AG | 5,990 | $47.9K | 0.00% | −6,482−52.0% | Reduced |
| Hollencrest Capital Management | 5,856 | $46.8K | 0.01% | +5,856 | New |
| KB Financial Partners, LLC | 5,738 | $46.0K | 0.02% | −2,830−33.0% | Reduced |
| Umb Bank N A | 5,658 | $45.0K | 0.00% | +5,658 | New |
| Whittier Trust Co of Nevada Inc | 5,388 | $43.1K | 0.00% | +756+16.3% | Added |
| Montag A & Associates Inc | 5,037 | $40.3K | 0.00% | −419−7.7% | Reduced |
| City Holding Co | 4,779 | $38.2K | 0.01% | −725−13.2% | Reduced |
| Headlands Technologies LLC | 4,716 | $38.0K | 0.03% | +4,716 | New |
| Grove Bank & Trust | 4,801 | $38.0K | 0.01% | +4,801 | New |
| Glassman Wealth Services | 4,518 | $36.1K | 0.01% | +4,126+1,052.6% | Added |
| CKW Financial Group | 4,300 | $34.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4,000 | $32.0K | 0.00% | −4,648−53.7% | Reduced |
| Tompkins Financial Corp | 3,955 | $31.0K | 0.00% | +3,955 | New |
| Kistler-Tiffany Companies, LLC | 3,786 | $30.3K | 0.01% | −7,950−67.7% | Reduced |
| Resurgent Financial Advisors LLC | 3,666 | $29.3K | 0.02% | +3,666 | New |
| Benjamin F. Edwards & Company, Inc. | 3,622 | $29.0K | 0.00% | −1,843−33.7% | Reduced |
| Optimum Investment Advisors | 3,618 | $28.9K | 0.02% | +250+7.4% | Added |
| Sutton Wealth Advisors Inc. | 3,579 | $28.6K | 0.01% | −2,929−45.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,560 | $28.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,467 | $27.7K | 0.00% | −1,720−33.2% | Reduced |
| CoreFirst Bank & Trust | 3,230 | $25.8K | 0.02% | +3,230 | New |
| AllSquare Wealth Management LLC | 3,200 | $25.6K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,013 | $24.1K | 0.00% | +2,712+901.0% | Added |
| First Horizon Advisors, Inc. | 3,007 | $24.1K | 0.00% | +1,999+198.3% | Added |
| Ancora Advisors, LLC | 2,962 | $24.0K | 0.00% | +750+33.9% | Added |
| Salem Investment Counselors Inc | 2,936 | $23.5K | 0.00% | −3,522−54.5% | Reduced |
| FinTrust Capital Advisors, LLC | 2,869 | $23.0K | 0.01% | −40−1.4% | Reduced |
| Allworth Financial LP | 2,837 | $22.7K | 0.00% | +704+33.0% | Added |
| HM Payson & Co | 2,837 | $22.7K | 0.00% | −625−18.1% | Reduced |
| Addison Advisors LLC | 2,733 | $21.9K | 0.01% | +628+29.8% | Added |
| ICA Group Wealth Management, LLC | 2,706 | $21.6K | 0.01% | +2,706 | New |
| Madden Securities Corp | 2,600 | $20.8K | 0.01% | +2,600 | New |
| 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 |
| JFS Wealth Advisors, LLC | 2,483 | $19.9K | 0.00% | −253−9.2% | Reduced |
| BDO Wealth Advisors, LLC | 2,293 | $18.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,229 | $17.8K | 0.00% | +2,229 | New |
| Godsey & Gibb Associates | 2,186 | $17.5K | 0.00% | +2,186 | New |
| Horan Securities, Inc. | 2,150 | $17.2K | 0.01% | +2,150 | New |
| Zions Bancorporation, N.A. | 2,123 | $17.0K | 0.00% | +1,450+215.5% | Added |