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 |
|---|---|---|---|---|---|
| Wealth Alliance | 31,748 | $258.4K | 0.04% | +415+1.3% | Added |
| Aaron Wealth Advisors | 32,058 | $261.0K | 0.04% | +752+2.4% | Added |
| Avantax Advisory Services, Inc. | 34,225 | $278.6K | 0.00% | −1,427−4.0% | Reduced |
| Susquehanna International Group, LLP | 34,650 | $282.1K | 0.00% | −91,508−72.5% | Reduced |
| Brown Advisory Inc | 35,104 | $285.7K | 0.00% | −84−0.2% | Reduced |
| DFPG Investments, LLC | 35,280 | $287.2K | 0.03% | +3,126+9.7% | Added |
| Kestra Advisory Services, LLC | 35,528 | $289.2K | 0.00% | −34,295−49.1% | Reduced |
| National Bank of Canada | 36,664 | $298.6K | 0.00% | −7,838−17.6% | Reduced |
| Chelsea Counsel Co | 36,700 | $300.9K | 0.15% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 37,240 | $301.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 38,132 | $310.4K | 0.02% | +4,913+14.8% | Added |
| Cardinal Capital Management | 39,289 | $319.8K | 0.07% | −47−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 40,772 | $326.0K | 0.01% | +30,778+308.0% | Added |
| Greenwich Wealth Management LLC | 40,302 | $328.0K | 0.04% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 41,710 | $340.0K | 0.02% | −3,480−7.7% | Reduced |
| Fractal Investments LLC | 41,800 | $340.3K | 0.08% | 00.0% | Unchanged |
| Callan Family Office, LLC | 41,900 | $341.1K | 0.08% | +41,900 | New |
| Exencial Wealth Advisors, LLC | 42,950 | $349.6K | 0.02% | −5,230−10.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 43,063 | $350.5K | 0.04% | −13,976−24.5% | Reduced |
| Auxier Asset Management | 43,956 | $357.8K | 0.06% | −440−1.0% | Reduced |
| Thomasville National Bank | 43,969 | $357.9K | 0.04% | −2,338−5.0% | Reduced |
| Oppenheimer & Co Inc | 44,196 | $359.8K | 0.01% | −101,864−69.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 44,719 | $364.0K | 0.03% | −165−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 45,002 | $366.0K | 0.01% | +10,733+31.3% | Added |
| Old Port Advisors | 43,517 | $381.6K | 0.14% | −10,792−19.9% | Reduced |
| Atria Wealth Solutions, Inc. | 47,312 | $386.2K | 0.01% | +9,995+26.8% | Added |
| Wetherby Asset Management Inc | 49,783 | $405.2K | 0.02% | +6,752+15.7% | Added |
| HRT Financial LP | 51,014 | $415.0K | 0.01% | +51,014 | New |
| D.A. Davidson & Co. | 51,545 | $419.6K | 0.00% | −10,833−17.4% | Reduced |
| Axq Capital, LP | 51,838 | $422.0K | 0.17% | +41,638+408.2% | Added |
| WealthTrust Axiom LLC | 52,074 | $423.9K | 0.14% | +175+0.3% | Added |
| Park Avenue Securities LLC | 54,019 | $440.0K | 0.01% | +6,885+14.6% | Added |
| M&T Bank Corp | 54,768 | $445.8K | 0.00% | +4,943+9.9% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 55,440 | $451.3K | 0.38% | −5,000−8.3% | Reduced |
| Arkadios Wealth Advisors | 56,539 | $460.2K | 0.05% | +1,697+3.1% | Added |
| Jane Street Group, LLC | 57,101 | $464.8K | 0.00% | +46,181+422.9% | Added |
| NewEdge Wealth, LLC | 57,141 | $465.1K | 0.02% | −2,345−3.9% | Reduced |
| Quantinno Capital Management LP | 58,074 | $473.0K | 0.03% | +6,889+13.5% | Added |
| Raymond James Trust N.A. | 58,627 | $478.0K | 0.02% | −2,817−4.6% | Reduced |
| Private Advisor Group, LLC | 59,904 | $487.6K | 0.00% | +3,450+6.1% | Added |
| Susquehanna International Group Ltd. | 60,586 | $493.2K | 0.28% | −113,314−65.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 62,365 | $507.7K | 0.06% | −109,914−63.8% | Reduced |
| Glenmede Trust Co NA | 63,413 | $516.2K | 0.00% | −642−1.0% | Reduced |
| Tempus Wealth Planning, LLC | 63,637 | $518.0K | 0.25% | −7,162−10.1% | Reduced |
| Mercer Global Advisors Inc | 63,725 | $519.0K | 0.00% | +4,474+7.6% | Added |
| Boston Common Asset Management, LLC | 64,260 | $523.0K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 66,830 | $544.0K | 0.02% | −3,606−5.1% | Reduced |
| Haverford Trust Co | 67,150 | $546.6K | 0.01% | −1,770−2.6% | Reduced |
| Advisors Management Group Inc | 67,530 | $550.0K | 0.18% | −395−0.6% | Reduced |
| Snowden Capital Advisors LLC | 69,631 | $566.8K | 0.02% | −1,479−2.1% | Reduced |
| FDx Advisors, Inc. | 73,582 | $589.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 72,616 | $591.1K | 0.00% | −11,034−13.2% | Reduced |
| Advisors Asset Management, Inc. | 72,716 | $591.9K | 0.01% | −26,471−26.7% | Reduced |
| JustInvest LLC | 73,223 | $597.6K | 0.02% | +2,183+3.1% | Added |
| Citadel Advisors LLC | 73,797 | $600.7K | 0.00% | −873,733−92.2% | Reduced |
| Cetera Advisor Networks LLC | 74,034 | $602.6K | 0.00% | −1,110−1.5% | Reduced |
| Simplex Trading, LLC | 75,007 | $610.0K | 0.03% | −169,707−69.3% | Reduced |
| Yousif Capital Management, LLC | 76,247 | $620.7K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 80,355 | $654.1K | 0.03% | −35,675−30.7% | Reduced |
| Marks Group Wealth Management, Inc | 82,124 | $668.5K | 0.09% | +15,850+23.9% | Added |
| Wintrust Investments LLC | 84,149 | $685.0K | 0.09% | −5,571−6.2% | Reduced |
| Schechter Investment Advisors, LLC | 84,321 | $686.4K | 0.06% | −480−0.6% | Reduced |
| Neuberger Berman Group LLC | 87,463 | $712.0K | 0.00% | −2,502−2.8% | Reduced |
| Regions Financial Corp | 89,422 | $727.0K | 0.01% | +1,722+2.0% | Added |
| AIMZ Investment Advisors, LLC | 89,916 | $731.9K | 0.33% | −1,085−1.2% | Reduced |
| Advisor Partners II, LLC | 93,360 | $760.0K | 0.04% | +48,519+108.2% | Added |
| First Republic Investment Management, Inc. | 94,491 | $769.2K | 0.00% | −1,882−2.0% | Reduced |
| Stephens Inc | 94,603 | $770.1K | 0.01% | +1,113+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 94,747 | $771.0K | 0.00% | −9,968−9.5% | Reduced |
| Captrust Financial Advisors | 97,935 | $797.2K | 0.00% | +24,694+33.7% | Added |
| Peapack Gladstone Financial Corp | 99,382 | $809.0K | 0.02% | +124+0.1% | Added |
| Canal Insurance CO | 100,000 | $814.0K | 0.22% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $814.0K | 0.09% | 00.0% | Unchanged |
| Synovus Financial Corp | 106,147 | $864.0K | 0.01% | −4,283−3.9% | Reduced |
| Signaturefd, LLC | 109,698 | $892.9K | 0.02% | +9,413+9.4% | Added |
| Euro Pacific Asset Management, LLC | 111,141 | $907.0K | 0.19% | −3,513−3.1% | Reduced |
| Bayesian Capital Management, LP | 118,400 | $963.8K | 0.12% | +118,400 | New |
| Cetera Investment Advisers | 128,152 | $1.04M | 0.01% | +9,748+8.2% | Added |
| Tweedy, Browne Co LLC | 132,783 | $1.08M | 0.06% | −5,130−3.7% | Reduced |
| Wallace Capital Management Inc. | 132,934 | $1.08M | 0.18% | −2,530−1.9% | Reduced |
| Keybank National Association | 136,013 | $1.11M | 0.01% | +116,961+613.9% | Added |
| Ameriprise Financial Inc | 139,855 | $1.14M | 0.00% | −85,447−37.9% | Reduced |
| First Hawaiian Bank | 159,575 | $1.30M | 0.04% | +20,072+14.4% | Added |
| CI Private Wealth, LLC | 159,813 | $1.30M | 0.00% | +72,139+82.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 165,878 | $1.35M | 0.00% | −52,009−23.9% | Reduced |
| Rockefeller Capital Management L.P. | 166,909 | $1.36M | 0.01% | −29,109−14.9% | Reduced |
| MML Investors Services, LLC | 167,177 | $1.36M | 0.01% | −9,921−5.6% | Reduced |
| Cohen Klingenstein LLC | 170,136 | $1.38M | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 171,318 | $1.39M | 0.00% | +24,738+16.9% | Added |
| Banco Santander, S.A. | 175,400 | $1.43M | 0.02% | 00.0% | Unchanged |
| Arden Trust Co | 181,699 | $1.48M | 0.27% | +11,534+6.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 182,342 | $1.48M | 0.07% | −33,237−15.4% | Reduced |
| Janney Montgomery Scott LLC | 183,569 | $1.49M | 0.01% | −32,692−15.1% | Reduced |
| JPMorgan Chase & Co | 185,307 | $1.51M | 0.00% | +69,706+60.3% | Added |
| American Century Companies Inc | 189,953 | $1.55M | 0.00% | +4,416+2.4% | Added |
| TownSquare Capital, LLC | 200,255 | $1.63M | 0.04% | −6,028−2.9% | Reduced |
| Coronation Fund Managers Ltd. | 203,991 | $1.66M | 0.04% | −16,061−7.3% | Reduced |
| US Bancorp | 211,952 | $1.73M | 0.00% | −8,617−3.9% | Reduced |
| Silvercrest Asset Management Group LLC | 214,320 | $1.74M | 0.01% | −197,932−48.0% | Reduced |
| Qube Research & Technologies Ltd | 222,675 | $1.81M | 0.01% | +222,675 | New |