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 |
|---|---|---|---|---|---|
| Piscataqua Savings Bank | 2,028 | $16.2K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 2,021 | $16.2K | 0.00% | +300+17.4% | Added |
| Farmers & Merchants Investments Inc | 1,993 | $15.9K | 0.00% | −22,387−91.8% | Reduced |
| Sittner & Nelson, LLC | 1,975 | $15.8K | 0.01% | −75−3.7% | Reduced |
| Washington Trust Advisors, Inc. | 1,879 | $15.0K | 0.00% | +353+23.1% | Added |
| First PREMIER Bank | 1,960 | $15.0K | 0.00% | −1,665−45.9% | Reduced |
| Institutional & Family Asset Management, LLC | 1,830 | $14.6K | 0.00% | +549+42.9% | Added |
| Estabrook Capital Management | 1,805 | $14.4K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,770 | $14.2K | 0.01% | +1,770 | New |
| West Branch Capital LLC | 1,750 | $14.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,746 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,649 | $13.2K | 0.00% | −300−15.4% | 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 |
| Hexagon Capital Partners LLC | 1,619 | $13.0K | 0.00% | −7−0.4% | Reduced |
| Accurate Wealth Management, LLC | 1,612 | $12.5K | 0.00% | +1,612 | New |
| CoreCap Advisors, LLC | 1,525 | $12.2K | 0.00% | +1,525 | New |
| Colonial Trust Advisors | 1,519 | $12.2K | 0.00% | +1,519 | New |
| Hazlett, Burt & Watson, Inc. | 1,475 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,483 | $11.9K | 0.00% | −7,700−83.9% | Reduced |
| Caldwell Trust Co | 1,407 | $11.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,405 | $11.2K | 0.00% | +1,405 | 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 |
| Aua Capital Management, LLC | 1,343 | $10.7K | 0.01% | +1,343 | New |
| Zullo Investment Group, Inc. | 1,292 | $10.3K | 0.01% | −290−18.3% | Reduced |
| Y.D. More Investments Ltd | 1,271 | $10.2K | 0.00% | +1,271 | New |
| Global Financial Private Client, LLC | 1,275 | $10.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,250 | $10.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,239 | $9.91K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 1,222 | $9.78K | 0.00% | +1,222 | New |
| Cornerstone Planning Group LLC | 1,226 | $9.66K | 0.00% | +1,226 | 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 |
| 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 |
| PSI Advisors, LLC | 1,113 | $8.90K | 0.00% | −901−44.7% | Reduced |
| Harvest Group Wealth Management, LLC | 1,108 | $8.86K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,048 | $8.38K | 0.00% | +1,048 | New |
| TCTC Holdings, LLC | 1,017 | $8.14K | 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 |
| SRS Capital Advisors, Inc. | 980 | $7.84K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 977 | $7.81K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 975 | $7.80K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 953 | $7.62K | 0.00% | +953 | New |
| First Financial Corp | 915 | $7.32K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 883 | $7.06K | 0.00% | 00.0% | Unchanged |
| 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 |
| Norwood Financial Corp | 865 | $6.92K | 0.01% | −125−12.6% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 820 | $6.56K | 0.01% | +820 | New |
| Key Financial Inc | 1,076 | $6.55K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 804 | $6.43K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Toth Financial Advisory Corp | 745 | $5.96K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 723 | $5.78K | 0.00% | +406+128.1% | Added |
| Armstrong Advisory Group, Inc | 700 | $5.60K | 0.00% | +700 | New |
| WFA Asset Management Corp | 692 | $5.54K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 675 | $5.40K | 0.01% | −96−12.5% | Reduced |
| Register Financial Advisors LLC | 665 | $5.32K | 0.00% | +665 | New |
| Cranbrook Wealth Management, LLC | 636 | $5.09K | 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 |
| Financial Perspectives, Inc | 620 | $4.96K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 615 | $4.92K | 0.00% | +615 | New |
| Clearview Wealth Advisors LLC | 608 | $4.86K | 0.00% | +68+12.6% | Added |
| Investment Research & Advisory Group, Inc. | 600 | $4.80K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 583 | $4.66K | 0.00% | +134+29.8% | Added |
| Emfo, LLC | 562 | $4.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 527 | $4.22K | 0.00% | +527 | New |
| Bogart Wealth, LLC | 524 | $4.19K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 513 | $4.10K | 0.00% | +40+8.5% | Added |
| America First Investment Advisors, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 470 | $4.00K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 490 | $4.00K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 500 | $4.00K | 0.00% | +500 | New |
| Cambridge Trust Co | 459 | $4.00K | 0.00% | +459 | New |
| MCF Advisors LLC | 480 | $3.84K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 478 | $3.82K | 0.00% | +225+88.9% | Added |
| Kraematon Investment Advisors, Inc | 466 | $3.73K | 0.00% | +466 | New |
| Burleson & Company, LLC | 458 | $3.66K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 455 | $3.64K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 451 | $3.61K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 440 | $3.52K | 0.00% | −100−18.5% | Reduced |
| RFP Financial Group LLC | 439 | $3.51K | 0.00% | +439 | New |
| Fairfield Financial Advisors, LTD | 431 | $3.45K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 408 | $3.27K | 0.00% | −166−28.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 402 | $3.22K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 400 | $3.20K | 0.00% | 00.0% | Unchanged |