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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 13,433 | $109.3K | 0.01% | −94−0.7% | Reduced |
| Stonegate Investment Group, LLC | 13,541 | $110.2K | 0.00% | −1,070−7.3% | Reduced |
| Flossbach Von Storch AG | 13,885 | $113.0K | 0.00% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 13,948 | $113.5K | 0.09% | −98−0.7% | Reduced |
| Advisory Services Network, LLC | 14,130 | $115.0K | 0.00% | +522+3.8% | Added |
| Kovack Advisors, Inc. | 14,422 | $117.4K | 0.02% | +14,422 | New |
| Lakeview Capital Partners, LLC | 13,528 | $118.4K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 14,615 | $119.0K | 0.00% | −4,048−21.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,673 | $119.4K | 0.00% | −1,300−8.1% | Reduced |
| Kestra Private Wealth Services, LLC | 14,737 | $120.0K | 0.00% | +1,940+15.2% | Added |
| Pinnacle Financial Partners Inc | 14,926 | $121.5K | 0.00% | +242+1.6% | Added |
| Flagship Harbor Advisors, LLC | 14,932 | $121.5K | 0.01% | −1,147−7.1% | Reduced |
| Sawtooth Solutions, LLC | 15,300 | $124.5K | 0.00% | +15,300 | New |
| Bleakley Financial Group, LLC | 15,300 | $124.5K | 0.00% | +15,300 | New |
| O'Shaughnessy Asset Management, LLC | 15,320 | $124.7K | 0.00% | +1,551+11.3% | Added |
| Investors Research Corp | 15,548 | $126.6K | 0.03% | −250−1.6% | Reduced |
| Mirador Capital Partners LP | 15,578 | $126.8K | 0.03% | +46+0.3% | Added |
| Checchi Capital Advisers, LLC | 15,792 | $128.5K | 0.01% | −538−3.3% | Reduced |
| MAI Capital Management | 15,833 | $128.9K | 0.00% | +4,898+44.8% | Added |
| Logan Capital Management Inc | 15,880 | $129.3K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 16,000 | $130.0K | 0.00% | −600−3.6% | Reduced |
| CWA Asset Management Group, LLC | 15,979 | $130.1K | 0.01% | +154+1.0% | Added |
| True North Advisors, LLC | 16,100 | $131.1K | 0.04% | −6,467−28.7% | Reduced |
| Jarislowsky, Fraser Ltd | 16,200 | $131.9K | 0.00% | −2,811−14.8% | Reduced |
| Chapin Davis, Inc. | 16,247 | $132.3K | 0.07% | −1,855−10.2% | Reduced |
| HighTower Trust Services, LTA | 33,150 | $132.3K | 0.01% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 16,305 | $132.7K | 0.07% | −200−1.2% | Reduced |
| Bessemer Group Inc | 16,321 | $134.0K | 0.00% | −2,093−11.4% | Reduced |
| Busey Wealth Management | 16,551 | $134.7K | 0.01% | −30−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 16,677 | $135.8K | 0.00% | +3,367+25.3% | Added |
| First Manhattan Co | 16,825 | $137.0K | 0.00% | −1,096−6.1% | Reduced |
| Washington Capital Management Inc | 16,880 | $137.4K | 0.12% | −800−4.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,913 | $137.7K | 0.00% | −3,155−15.7% | Reduced |
| Axxcess Wealth Management, LLC | 16,913 | $137.7K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 16,942 | $137.9K | 0.00% | −1,077−6.0% | Reduced |
| Kingsview Wealth Management, LLC | 16,950 | $138.0K | 0.01% | −743−4.2% | Reduced |
| Drive Wealth Management, LLC | 16,863 | $138.3K | 0.06% | −2,246−11.8% | Reduced |
| Gabelli Funds LLC | 17,000 | $138.4K | 0.00% | −100−0.6% | Reduced |
| CWM, LLC | 17,022 | $139.0K | 0.00% | +2,389+16.3% | Added |
| TD Private Client Wealth LLC | 17,929 | $145.9K | 0.01% | +4,305+31.6% | Added |
| Cornerstone Wealth Management, LLC | 18,165 | $147.9K | 0.01% | +18,165 | New |
| CAPROCK Group, Inc. | 18,367 | $150.0K | 0.01% | +6,845+59.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 19,206 | $156.3K | 0.01% | +600+3.2% | Added |
| Schonfeld Strategic Advisors LLC | 19,300 | $157.1K | 0.00% | +19,300 | New |
| IHT Wealth Management, LLC | 19,343 | $157.5K | 0.01% | −1,503−7.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 19,546 | $159.1K | 0.04% | +19,546 | New |
| Quantbot Technologies LP | 19,698 | $160.3K | 0.01% | +19,698 | New |
| Blue Barn Wealth, LLC | 19,852 | $161.6K | 0.10% | −340−1.7% | Reduced |
| Quadrant Capital Group LLC | 19,870 | $161.7K | 0.02% | −398−2.0% | Reduced |
| Sigma Planning Corp | 20,161 | $164.1K | 0.01% | −5,387−21.1% | Reduced |
| LSV Asset Management | 20,400 | $166.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 20,409 | $166.1K | 0.00% | +8,378+69.6% | Added |
| Davenport & Co LLC | 21,355 | $173.8K | 0.00% | −1,338−5.9% | Reduced |
| Lake Street Advisors Group, LLC | 21,628 | $176.0K | 0.01% | +6,510+43.1% | Added |
| JJJ Advisors Inc. | 20,012 | $176.5K | 0.05% | +148+0.7% | Added |
| Blair William & Co | 21,730 | $176.9K | 0.00% | −7,740−26.3% | Reduced |
| Moors & Cabot, Inc. | 21,790 | $177.4K | 0.01% | −1,439−6.2% | Reduced |
| Jump Financial, LLC | 21,837 | $177.8K | 0.01% | +21,837 | New |
| Commerce Bank | 21,941 | $178.6K | 0.00% | +4,693+27.2% | Added |
| Level Four Advisory Services, LLC | 22,002 | $179.1K | 0.01% | −6,707−23.4% | Reduced |
| TD Waterhouse Canada Inc. | 21,938 | $180.5K | 0.00% | −410−1.8% | Reduced |
| Ameritas Advisory Services, LLC | 22,691 | $186.6K | 0.01% | −17,901−44.1% | Reduced |
| Global Retirement Partners, LLC | 21,519 | $186.6K | 0.01% | +10,924+103.1% | Added |
| Cetera Advisors LLC | 23,021 | $187.4K | 0.00% | −1,221−5.0% | Reduced |
| Baird Financial Group, Inc. | 23,178 | $188.7K | 0.00% | −8,758−27.4% | Reduced |
| Ballentine Partners, LLC | 23,442 | $190.8K | 0.00% | +343+1.5% | Added |
| Sustainable Growth Advisers, LP | 23,486 | $191.2K | 0.00% | +4,917+26.5% | Added |
| LVW Advisors, LLC | 24,003 | $195.4K | 0.04% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 21,924 | $196.0K | 0.17% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 24,464 | $199.1K | 0.00% | −657−2.6% | Reduced |
| Defined Wealth Management, LLC | 24,565 | $200.0K | 0.19% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 22,793 | $202.2K | 0.12% | −251−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 24,890 | $202.6K | 0.00% | −10,629−29.9% | Reduced |
| Pacer Advisors, Inc. | 25,866 | $210.5K | 0.00% | +849+3.4% | Added |
| GYL Financial Synergies, LLC | 25,920 | $211.0K | 0.03% | +13,848+114.7% | Added |
| Vise Technologies, Inc. | 26,211 | $213.4K | 0.06% | −2,740−9.5% | Reduced |
| Great Lakes Retirement, Inc. | 26,526 | $215.9K | 0.04% | +26,526 | New |
| Moran Wealth Management, LLC | 26,575 | $216.3K | 0.01% | −1,360−4.9% | Reduced |
| XTX Topco Ltd | 26,576 | $216.3K | 0.05% | +26,576 | New |
| Fiduciary Trust Co | 26,957 | $219.4K | 0.00% | +3,993+17.4% | Added |
| Prudential Financial Inc | 27,062 | $220.3K | 0.00% | +899+3.4% | Added |
| Argent Trust Co | 27,417 | $223.2K | 0.01% | −9,654−26.0% | Reduced |
| Whittier Trust Co | 27,465 | $223.6K | 0.00% | +100+0.4% | Added |
| Park Place Capital Corp | 27,624 | $224.9K | 0.06% | +3,591+14.9% | Added |
| GQG Partners LLC | 27,732 | $225.7K | 0.00% | 00.0% | Unchanged |
| Choate Investment Advisors | 28,290 | $230.3K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 28,358 | $230.8K | 0.03% | +28,358 | New |
| Private Advisory Group LLC | 28,468 | $231.7K | 0.05% | −1,645−5.5% | Reduced |
| Balentine LLC | 28,832 | $234.7K | 0.01% | −11,371−28.3% | Reduced |
| Valeo Financial Advisors, LLC | 28,909 | $235.3K | 0.01% | +5,455+23.3% | Added |
| Philadelphia Trust Co | 28,987 | $236.0K | 0.02% | −71,888−71.3% | Reduced |
| Lafayette Investments, Inc. | 29,104 | $236.9K | 0.07% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 29,130 | $237.1K | 0.27% | 00.0% | Unchanged |
| National Asset Management, Inc. | 29,352 | $240.6K | 0.01% | −3,462−10.6% | Reduced |
| Equitable Holdings, Inc. | 29,819 | $242.7K | 0.00% | −127−0.4% | Reduced |
| Evergreen Capital Management LLC | 29,760 | $242.8K | 0.01% | +1,325+4.7% | Added |
| WR Wealth Planners, LLC | 30,040 | $244.5K | 0.11% | +9,956+49.6% | Added |
| Aspen Grove Capital, LLC | 30,001 | $246.0K | 0.11% | +463+1.6% | Added |
| Quadrant Private Wealth Management, LLC | 30,638 | $251.1K | 0.08% | +2,038+7.1% | Added |
| Sequoia Financial Advisors, LLC | 31,169 | $253.7K | 0.01% | +3,116+11.1% | Added |