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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 573 | $4.66K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 583 | $4.75K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 590 | $4.80K | 0.01% | −275−31.8% | Reduced |
| Tucker Asset Management LLC | 596 | $4.85K | 0.00% | +397+199.5% | Added |
| Clearview Wealth Advisors LLC | 608 | $4.95K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 615 | $5.01K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 620 | $5.05K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $5.18K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 665 | $5.41K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 675 | $5.50K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 685 | $5.54K | 0.00% | +685 | New |
| Piscataqua Savings Bank | 682 | $5.55K | 0.00% | −1,346−66.4% | Reduced |
| WFA Asset Management Corp | 692 | $5.63K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 700 | $5.70K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 700 | $5.70K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 723 | $5.88K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 734 | $6.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 776 | $6.00K | 0.00% | +776 | New |
| Toth Financial Advisory Corp | 745 | $6.07K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 750 | $6.11K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 785 | $6.39K | 0.00% | +488+164.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 798 | $6.50K | 0.00% | +798 | New |
| S.A. Mason LLC | 800 | $6.51K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 800 | $6.51K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 800 | $6.51K | 0.00% | +800 | New |
| MV Capital Management, Inc. | 804 | $6.54K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 836 | $7.00K | 0.00% | −250−23.0% | Reduced |
| Macquarie Group Ltd | 876 | $7.00K | 0.00% | +43+5.2% | Added |
| Plante Moran Financial Advisors, LLC | 883 | $7.19K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 915 | $7.45K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 922 | $7.51K | 0.00% | −317−25.6% | Reduced |
| BerganKDV Wealth Management, LLC | 975 | $7.94K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 977 | $7.95K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 980 | $7.98K | 0.00% | +980 | New |
| SRS Capital Advisors, Inc. | 980 | $7.98K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 950 | $8.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,040 | $8.00K | 0.00% | +550+112.2% | Added |
| Financial Connections Group, Inc. | 1,054 | $8.00K | 0.01% | +1,054 | New |
| Park Circle Co | 1,000 | $8.14K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,000 | $8.14K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,017 | $8.28K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,030 | $8.38K | 0.00% | +77+8.1% | Added |
| Caldwell Trust Co | 1,055 | $8.59K | 0.00% | −352−25.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,095 | $8.91K | 0.00% | −310−22.1% | Reduced |
| First PREMIER Bank | 1,150 | $9.00K | 0.00% | −810−41.3% | Reduced |
| Valley National Advisers Inc | 1,028 | $9.00K | 0.00% | +362+54.4% | Added |
| PSI Advisors, LLC | 1,113 | $9.06K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,165 | $9.48K | 0.00% | −318−21.4% | Reduced |
| Bellevue Asset Management, LLC | 1,165 | $9.48K | 0.01% | +1,165 | New |
| Key Financial Inc | 1,176 | $9.57K | 0.00% | +100+9.3% | Added |
| Truvestments Capital LLC | 1,194 | $9.72K | 0.01% | +903+310.3% | Added |
| Tortoise Investment Management, LLC | 1,200 | $9.77K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,200 | $9.77K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,201 | $9.78K | 0.00% | −922−43.4% | Reduced |
| Princeton Global Asset Management LLC | 1,228 | $10.0K | 0.00% | +78+6.8% | Added |
| Roble, Belko & Company, Inc | 1,177 | $10.0K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,271 | $10.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,275 | $10.4K | 0.01% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 1,283 | $10.4K | 0.01% | +175+15.8% | Added |
| Pinnacle Bancorp, Inc. | 1,307 | $10.6K | 0.00% | +1,307 | New |
| Citizens National Bank Trust Department | 1,352 | $11.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,250 | $11.1K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,461 | $11.9K | 0.00% | +1,461 | New |
| Hazlett, Burt & Watson, Inc. | 1,475 | $12.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,487 | $12.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,451 | $12.0K | 0.00% | +1,451 | New |
| Jones Financial Companies LLLP | 1,485 | $12.1K | 0.00% | +300+25.3% | Added |
| Farmers & Merchants Investments Inc | 1,493 | $12.2K | 0.00% | −500−25.1% | Reduced |
| Colonial Trust Advisors | 1,519 | $12.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,578 | $12.8K | 0.00% | −41−2.5% | Reduced |
| WealthPLAN Partners, LLC | 1,629 | $13.3K | 0.00% | +1,629 | New |
| Godsey & Gibb Associates | 1,650 | $13.4K | 0.00% | −536−24.5% | Reduced |
| West Branch Capital LLC | 1,650 | $13.4K | 0.01% | −100−5.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,649 | $13.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,665 | $13.6K | 0.00% | +617+58.9% | Added |
| Bartlett & Co. LLC | 1,649 | $14.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,746 | $14.2K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,769 | $14.4K | 0.00% | +1,769 | New |
| Estabrook Capital Management | 1,805 | $14.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,828 | $14.9K | 0.00% | −108,187−98.3% | Reduced |
| Ancora Advisors, LLC | 1,861 | $15.1K | 0.00% | −1,101−37.2% | Reduced |
| Washington Trust Advisors, Inc. | 1,879 | $15.3K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,895 | $15.4K | 0.00% | +65+3.6% | Added |
| Chesapeake Asset Management LLC | 1,955 | $15.9K | 0.01% | +1,955 | New |
| Sittner & Nelson, LLC | 1,975 | $16.1K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,100 | $17.1K | 0.01% | −50−2.3% | Reduced |
| Barclays PLC | 2,121 | $17.3K | 0.00% | +100+4.9% | Added |
| SOA Wealth Advisors, LLC. | 2,229 | $18.1K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 2,080 | $18.4K | 0.01% | +2,080 | New |
| BDO Wealth Advisors, LLC | 2,293 | $18.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,361 | $19.2K | 0.00% | −7,211−75.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,464 | $20.1K | 0.00% | +2,464 | New |
| JFS Wealth Advisors, LLC | 2,486 | $20.2K | 0.00% | +3+0.1% | Added |
| Salem Investment Counselors Inc | 2,561 | $21.0K | 0.00% | −375−12.8% | Reduced |
| Addison Advisors LLC | 2,608 | $21.2K | 0.01% | −125−4.6% | Reduced |
| HM Payson & Co | 2,620 | $21.3K | 0.00% | −217−7.6% | Reduced |
| Tradition Wealth Management, LLC | 2,725 | $22.0K | 0.00% | +224+9.0% | Added |
| ICA Group Wealth Management, LLC | 2,706 | $22.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,768 | $22.5K | 0.01% | −850−23.5% | Reduced |
| FinTrust Capital Advisors, LLC | 2,869 | $23.0K | 0.01% | 00.0% | Unchanged |