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Livermore
Livermore
ZHEN

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, Q1 2023

Institutional positions in Haleon plc as of Mar 31, 2023. 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
578
+9 vs. Q4 2022
Shares held
370.2M
+33.8M (+10.1%) vs. Q4 2022
Total value
$3.01B
+$322.9M (+12.0%) vs. Q4 2022
New holders
73
144 more added
Sold out
64
211 more reduced

18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 578 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 heldQ1 2023: $3.01B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q4 2022.

Institutions holding HLN in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth100$00.00%−150−60.0%Reduced
Retirement Group, LLC50$00.00%+50New
Natixis1$80.00%00.0%Unchanged
Leonteq Securities AG2$160.00%+1+100.0%Added
Focused Wealth Management, Inc10$810.00%00.0%Unchanged
Bangor Savings Bank12$980.00%00.0%Unchanged
TCI Wealth Advisors, Inc.16$1310.00%+16New
Delos Wealth Advisors, LLC22$1800.00%00.0%Unchanged
Hoey Investments, Inc24$1960.00%00.0%Unchanged
Cornerstone Management, Inc.28$2280.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)30$2440.00%00.0%Unchanged
Versant Capital Management, Inc30$2440.00%00.0%Unchanged
Westside Investment Management, Inc.35$2850.00%00.0%Unchanged
True Wealth Design, LLC43$3510.00%−5−10.4%Reduced
GHP Investment Advisors, Inc.50$4070.00%00.0%Unchanged
Rise Advisors, LLC51$4150.00%00.0%Unchanged
HHM Wealth Advisors, LLC59$4810.00%00.0%Unchanged
25 LLC58$5160.00%+58New
Kelly Financial Services LLC76$6190.00%−46−37.7%Reduced
Western Pacific Wealth Management, LP95$7730.00%00.0%Unchanged
Wolff Wiese Magana LLC96$7820.00%00.0%Unchanged
Carmel Capital Partners, LLC99$8090.00%+99New
Pflug Koory, LLC100$8140.00%−225−69.2%Reduced
Manchester Capital Management LLC100$8140.00%00.0%Unchanged
TD Capital Management LLC100$8140.00%00.0%Unchanged
Oakworth Capital, Inc.100$8140.00%00.0%Unchanged
Live Oak Investment Partners–$8790.00%––
Nalls Sherbakoff Group, LLC113$9140.00%+113New
Clear Street Markets LLC100$1.00K0.00%−1,500−93.8%Reduced
Benjamin Edwards Inc142$1.00K0.00%−148−51.0%Reduced
Toronto Dominion Bank100$1.00K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC148$1.00K0.00%+68+85.0%Added
Resources Management Corp75$1.00K0.00%+75New
Baker Avenue Asset Management, LP126$1.03K0.00%+126New
1832 Asset Management L.P.127$1.03K0.00%00.0%Unchanged
Bank of New Hampshire130$1.06K0.00%00.0%Unchanged
Coastal Capital Group, Inc.136$1.11K0.00%+136New
Sutton Wealth Advisors Inc.139$1.13K0.00%−3,440−96.1%Reduced
Schubert & Co143$1.17K0.00%+7+5.1%Added
Pacific Center for Financial Services144$1.17K0.00%+144New
Washington Trust Co150$1.22K0.00%00.0%Unchanged
IMA Wealth, Inc.156$1.27K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC158$1.29K0.00%00.0%Unchanged
Hallmark Capital Management Inc175$1.43K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC186$1.51K0.00%00.0%Unchanged
Baystate Wealth Management LLC191$1.55K0.00%+191New
Hoese & Co LLP200$1.58K0.00%00.0%Unchanged
AllSquare Wealth Management LLC200$1.63K0.00%−3,000−93.8%Reduced
Community Bank, N.A.200$1.63K0.00%00.0%Unchanged
American State Bank (Iowa)200$1.63K0.00%00.0%Unchanged
Monetary Management Group Inc200$1.63K0.00%+200New
Kalos Management, Inc.200$1.63K0.00%+200New
Prestige Wealth Management Group LLC200$1.64K0.00%00.0%Unchanged
Hartford Financial Management Inc.203$1.65K0.00%−97−32.3%Reduced
Stephens Consulting, LLC215$1.75K0.00%00.0%Unchanged
Raffa Wealth Management, LLC219$1.78K0.00%00.0%Unchanged
Venturi Wealth Management, LLC229$1.86K0.00%+229New
Hall Laurie J Trustee250$2.00K0.00%00.0%Unchanged
Highlander Capital Management, LLC266$2.00K0.00%00.0%Unchanged
Front Row Advisors LLC200$2.00K0.00%00.0%Unchanged
Avondale Wealth Management248$2.02K0.00%00.0%Unchanged
First Personal Financial Services250$2.04K0.00%00.0%Unchanged
Archer Investment Corp250$2.04K0.00%00.0%Unchanged
CVA Family Office, LLC253$2.06K0.00%−225−47.1%Reduced
Bell Investment Advisors, Inc271$2.21K0.00%−84−23.7%Reduced
Global Trust Asset Management, LLC275$2.24K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC300$2.44K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC316$2.57K0.00%00.0%Unchanged
Crewe Advisors LLC330$2.69K0.00%00.0%Unchanged
CNB Bank340$2.77K0.00%00.0%Unchanged
Concord Wealth Partners346$2.82K0.00%00.0%Unchanged
Webster Bank, N. A.348$2.83K0.00%00.0%Unchanged
Beacon Capital Management, LLC358$2.91K0.00%−2−0.6%Reduced
Gradient Investments LLC367$2.99K0.00%−41−10.0%Reduced
Asset Dedication, LLC356$3.00K0.00%00.0%Unchanged
Smithfield Trust Co364$3.00K0.00%+364New
Strengthening Families & Communities, LLC400$3.00K0.00%+400New
NewSquare Capital LLC382$3.11K0.00%+228+148.1%Added
Baldwin Brothers Inc399$3.25K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.400$3.26K0.00%00.0%Unchanged
Paladin Advisory Group, LLC410$3.34K0.00%+410New
Fairfield Financial Advisors, LTD431$3.48K0.00%00.0%Unchanged
Peoples Financial Services Corp.440$3.58K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC455$3.70K0.00%00.0%Unchanged
Trust Co of Vermont455$3.70K0.00%+118+35.0%Added
Cambridge Trust Co459$3.74K0.00%00.0%Unchanged
Syverson Strege & Co460$3.74K0.00%+460New
Johnson Midwest Financial, LLC470$3.83K0.01%00.0%Unchanged
Pointe Capital Management LLC477$3.88K0.00%+477New
MCF Advisors LLC480$3.91K0.00%00.0%Unchanged
Financial Management Professionals, Inc.449$4.00K0.00%+449New
Northwest Investment Counselors, LLC500$4.07K0.00%−250−33.3%Reduced
America First Investment Advisors, LLC500$4.07K0.00%00.0%Unchanged
Parkside Financial Bank & Trust500$4.07K0.00%+200+66.7%Added
Bogart Wealth, LLC511$4.16K0.00%−13−2.5%Reduced
Sandy Spring Bank513$4.18K0.00%00.0%Unchanged
Colonial Trust Co527$4.29K0.00%00.0%Unchanged
Emfo, LLC562$4.58K0.00%00.0%Unchanged
Lee Financial Co567$4.62K0.00%+116+25.7%Added
First Command Bank573$4.66K0.00%00.0%Unchanged