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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 109,698 | $892.9K | 0.02% | +9,413+9.4% | Added |
| Synovus Financial Corp | 106,147 | $864.0K | 0.01% | −4,283−3.9% | Reduced |
| 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 |
| Peapack Gladstone Financial Corp | 99,382 | $809.0K | 0.02% | +124+0.1% | Added |
| Captrust Financial Advisors | 97,935 | $797.2K | 0.00% | +24,694+33.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 94,747 | $771.0K | 0.00% | −9,968−9.5% | Reduced |
| Stephens Inc | 94,603 | $770.1K | 0.01% | +1,113+1.2% | Added |
| First Republic Investment Management, Inc. | 94,491 | $769.2K | 0.00% | −1,882−2.0% | Reduced |
| Advisor Partners II, LLC | 93,360 | $760.0K | 0.04% | +48,519+108.2% | Added |
| AIMZ Investment Advisors, LLC | 89,916 | $731.9K | 0.33% | −1,085−1.2% | Reduced |
| Regions Financial Corp | 89,422 | $727.0K | 0.01% | +1,722+2.0% | Added |
| Neuberger Berman Group LLC | 87,463 | $712.0K | 0.00% | −2,502−2.8% | Reduced |
| Schechter Investment Advisors, LLC | 84,321 | $686.4K | 0.06% | −480−0.6% | Reduced |
| Wintrust Investments LLC | 84,149 | $685.0K | 0.09% | −5,571−6.2% | Reduced |
| Marks Group Wealth Management, Inc | 82,124 | $668.5K | 0.09% | +15,850+23.9% | Added |
| Ethic Inc. | 80,355 | $654.1K | 0.03% | −35,675−30.7% | Reduced |
| Yousif Capital Management, LLC | 76,247 | $620.7K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 75,007 | $610.0K | 0.03% | −169,707−69.3% | Reduced |
| Cetera Advisor Networks LLC | 74,034 | $602.6K | 0.00% | −1,110−1.5% | Reduced |
| Citadel Advisors LLC | 73,797 | $600.7K | 0.00% | −873,733−92.2% | Reduced |
| JustInvest LLC | 73,223 | $597.6K | 0.02% | +2,183+3.1% | Added |
| Advisors Asset Management, Inc. | 72,716 | $591.9K | 0.01% | −26,471−26.7% | Reduced |
| AE Wealth Management LLC | 72,616 | $591.1K | 0.00% | −11,034−13.2% | Reduced |
| FDx Advisors, Inc. | 73,582 | $589.0K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 69,631 | $566.8K | 0.02% | −1,479−2.1% | Reduced |
| Advisors Management Group Inc | 67,530 | $550.0K | 0.18% | −395−0.6% | Reduced |
| Haverford Trust Co | 67,150 | $546.6K | 0.01% | −1,770−2.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 66,830 | $544.0K | 0.02% | −3,606−5.1% | Reduced |
| Boston Common Asset Management, LLC | 64,260 | $523.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 63,725 | $519.0K | 0.00% | +4,474+7.6% | Added |
| Tempus Wealth Planning, LLC | 63,637 | $518.0K | 0.25% | −7,162−10.1% | Reduced |
| Glenmede Trust Co NA | 63,413 | $516.2K | 0.00% | −642−1.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 62,365 | $507.7K | 0.06% | −109,914−63.8% | Reduced |
| Susquehanna International Group Ltd. | 60,586 | $493.2K | 0.28% | −113,314−65.2% | Reduced |
| Private Advisor Group, LLC | 59,904 | $487.6K | 0.00% | +3,450+6.1% | Added |
| Raymond James Trust N.A. | 58,627 | $478.0K | 0.02% | −2,817−4.6% | Reduced |
| Quantinno Capital Management LP | 58,074 | $473.0K | 0.03% | +6,889+13.5% | Added |
| NewEdge Wealth, LLC | 57,141 | $465.1K | 0.02% | −2,345−3.9% | Reduced |
| Jane Street Group, LLC | 57,101 | $464.8K | 0.00% | +46,181+422.9% | Added |
| Arkadios Wealth Advisors | 56,539 | $460.2K | 0.05% | +1,697+3.1% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 55,440 | $451.3K | 0.38% | −5,000−8.3% | Reduced |
| M&T Bank Corp | 54,768 | $445.8K | 0.00% | +4,943+9.9% | Added |
| Park Avenue Securities LLC | 54,019 | $440.0K | 0.01% | +6,885+14.6% | Added |
| WealthTrust Axiom LLC | 52,074 | $423.9K | 0.14% | +175+0.3% | Added |
| Axq Capital, LP | 51,838 | $422.0K | 0.17% | +41,638+408.2% | Added |
| D.A. Davidson & Co. | 51,545 | $419.6K | 0.00% | −10,833−17.4% | Reduced |
| HRT Financial LP | 51,014 | $415.0K | 0.01% | +51,014 | New |
| Wetherby Asset Management Inc | 49,783 | $405.2K | 0.02% | +6,752+15.7% | Added |
| Atria Wealth Solutions, Inc. | 47,312 | $386.2K | 0.01% | +9,995+26.8% | Added |
| Old Port Advisors | 43,517 | $381.6K | 0.14% | −10,792−19.9% | Reduced |
| Integrated Wealth Concepts LLC | 45,002 | $366.0K | 0.01% | +10,733+31.3% | Added |
| Nicholas Hoffman & Company, LLC. | 44,719 | $364.0K | 0.03% | −165−0.4% | Reduced |
| Oppenheimer & Co Inc | 44,196 | $359.8K | 0.01% | −101,864−69.7% | Reduced |
| Thomasville National Bank | 43,969 | $357.9K | 0.04% | −2,338−5.0% | Reduced |
| Auxier Asset Management | 43,956 | $357.8K | 0.06% | −440−1.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 43,063 | $350.5K | 0.04% | −13,976−24.5% | Reduced |
| Exencial Wealth Advisors, LLC | 42,950 | $349.6K | 0.02% | −5,230−10.9% | Reduced |
| Callan Family Office, LLC | 41,900 | $341.1K | 0.08% | +41,900 | New |
| Fractal Investments LLC | 41,800 | $340.3K | 0.08% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 41,710 | $340.0K | 0.02% | −3,480−7.7% | Reduced |
| Greenwich Wealth Management LLC | 40,302 | $328.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 40,772 | $326.0K | 0.01% | +30,778+308.0% | Added |
| Cardinal Capital Management | 39,289 | $319.8K | 0.07% | −47−0.1% | Reduced |
| We Are One Seven, LLC | 38,132 | $310.4K | 0.02% | +4,913+14.8% | Added |
| Acadian Asset Management LLC | 37,240 | $301.0K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 36,700 | $300.9K | 0.15% | 00.0% | Unchanged |
| National Bank of Canada | 36,664 | $298.6K | 0.00% | −7,838−17.6% | Reduced |
| Kestra Advisory Services, LLC | 35,528 | $289.2K | 0.00% | −34,295−49.1% | Reduced |
| DFPG Investments, LLC | 35,280 | $287.2K | 0.03% | +3,126+9.7% | Added |
| Brown Advisory Inc | 35,104 | $285.7K | 0.00% | −84−0.2% | Reduced |
| Susquehanna International Group, LLP | 34,650 | $282.1K | 0.00% | −91,508−72.5% | Reduced |
| Avantax Advisory Services, Inc. | 34,225 | $278.6K | 0.00% | −1,427−4.0% | Reduced |
| Aaron Wealth Advisors | 32,058 | $261.0K | 0.04% | +752+2.4% | Added |
| Wealth Alliance | 31,748 | $258.4K | 0.04% | +415+1.3% | Added |
| Sequoia Financial Advisors, LLC | 31,169 | $253.7K | 0.01% | +3,116+11.1% | Added |
| Quadrant Private Wealth Management, LLC | 30,638 | $251.1K | 0.08% | +2,038+7.1% | Added |
| Aspen Grove Capital, LLC | 30,001 | $246.0K | 0.11% | +463+1.6% | Added |
| WR Wealth Planners, LLC | 30,040 | $244.5K | 0.11% | +9,956+49.6% | Added |
| Evergreen Capital Management LLC | 29,760 | $242.8K | 0.01% | +1,325+4.7% | Added |
| Equitable Holdings, Inc. | 29,819 | $242.7K | 0.00% | −127−0.4% | Reduced |
| National Asset Management, Inc. | 29,352 | $240.6K | 0.01% | −3,462−10.6% | Reduced |
| Seed Wealth Management, Inc. | 29,130 | $237.1K | 0.27% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 29,104 | $236.9K | 0.07% | 00.0% | Unchanged |
| Philadelphia Trust Co | 28,987 | $236.0K | 0.02% | −71,888−71.3% | Reduced |
| Valeo Financial Advisors, LLC | 28,909 | $235.3K | 0.01% | +5,455+23.3% | Added |
| Balentine LLC | 28,832 | $234.7K | 0.01% | −11,371−28.3% | Reduced |
| Private Advisory Group LLC | 28,468 | $231.7K | 0.05% | −1,645−5.5% | Reduced |
| Icon Wealth Partners, LLC | 28,358 | $230.8K | 0.03% | +28,358 | New |
| Choate Investment Advisors | 28,290 | $230.3K | 0.01% | 00.0% | Unchanged |
| GQG Partners LLC | 27,732 | $225.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 27,624 | $224.9K | 0.06% | +3,591+14.9% | Added |
| Whittier Trust Co | 27,465 | $223.6K | 0.00% | +100+0.4% | Added |
| Argent Trust Co | 27,417 | $223.2K | 0.01% | −9,654−26.0% | Reduced |
| Prudential Financial Inc | 27,062 | $220.3K | 0.00% | +899+3.4% | Added |
| Fiduciary Trust Co | 26,957 | $219.4K | 0.00% | +3,993+17.4% | Added |
| XTX Topco Ltd | 26,576 | $216.3K | 0.05% | +26,576 | New |
| Moran Wealth Management, LLC | 26,575 | $216.3K | 0.01% | −1,360−4.9% | Reduced |
| Great Lakes Retirement, Inc. | 26,526 | $215.9K | 0.04% | +26,526 | New |
| Vise Technologies, Inc. | 26,211 | $213.4K | 0.06% | −2,740−9.5% | Reduced |