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 |
|---|---|---|---|---|---|
| Anchor Capital Advisors LLC | 11,537 | $93.9K | 0.00% | −4,120−26.3% | Reduced |
| Ironwood Financial, llc | 11,505 | $93.7K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 11,504 | $93.6K | 0.01% | +11,504 | New |
| Saturna Capital CORP | 11,500 | $93.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,353 | $92.4K | 0.00% | +483+4.4% | Added |
| Coldstream Capital Management Inc | 11,342 | $92.3K | 0.00% | −1,805−13.7% | Reduced |
| PDS Planning, Inc | 11,284 | $91.9K | 0.01% | +11,284 | New |
| Forum Financial Management, LP | 11,226 | $91.4K | 0.00% | −20.0% | Reduced |
| Bigelow Investment Advisors, LLC | 11,225 | $91.4K | 0.05% | 00.0% | Unchanged |
| Bokf, NA | 11,165 | $90.9K | 0.00% | −15,730−58.5% | Reduced |
| Private Trust Co NA | 11,134 | $90.6K | 0.01% | +1,104+11.0% | Added |
| Renasant Bank | 11,006 | $89.6K | 0.07% | +11,006 | New |
| Qtron Investments LLC | 10,797 | $87.9K | 0.02% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 10,756 | $87.6K | 0.04% | +90+0.8% | Added |
| Money Concepts Capital Corp | 10,747 | $87.5K | 0.00% | −7,248−40.3% | Reduced |
| Pathstone Family Office, LLC | 10,609 | $86.9K | 0.00% | −9,229−46.5% | Reduced |
| KCS Wealth Advisory | 10,557 | $85.9K | 0.03% | −2,524−19.3% | Reduced |
| Legacy Financial Advisors, Inc. | 10,544 | $85.8K | 0.02% | +10,544 | New |
| Veritable, L.P. | 10,332 | $84.1K | 0.00% | +10,332 | New |
| Fifth Third Bancorp | 10,320 | $84.0K | 0.00% | −75−0.7% | Reduced |
| Delta Financial Group, Inc. | 10,313 | $84.0K | 0.03% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 10,146 | $82.6K | 0.00% | −255−2.5% | Reduced |
| Dynamic Advisor Solutions LLC | 10,129 | $82.5K | 0.00% | +10,129 | New |
| Centaurus Financial, Inc. | 10,102 | $82.0K | 0.01% | −2,534−20.1% | Reduced |
| GFS Advisors, LLC | 10,025 | $82.0K | 0.02% | 00.0% | Unchanged |
| Brave Asset Management Inc | 10,000 | $81.4K | 0.03% | −4,000−28.6% | Reduced |
| Belpointe Asset Management LLC | 9,965 | $81.1K | 0.00% | −788−7.3% | Reduced |
| Bollard Group LLC | 10,000 | $81.0K | 0.00% | +10,000 | New |
| Deutsche Bank AG | 9,644 | $78.5K | 0.00% | −604−5.9% | Reduced |
| Centennial Bank | 9,513 | $77.4K | 0.05% | −193−2.0% | Reduced |
| Proequities, Inc. | 9,247 | $75.8K | 0.01% | −478−4.9% | Reduced |
| North Star Investment Management Corp. | 9,205 | $74.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 8,851 | $72.0K | 0.05% | −2,190−19.8% | Reduced |
| Atlas Capital Advisors LLC | 8,798 | $71.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,686 | $70.7K | 0.00% | +683+8.5% | Added |
| Delta Asset Management LLC | 8,614 | $70.1K | 0.01% | −1,350−13.5% | Reduced |
| Cape Investment Advisory, Inc. | 8,194 | $66.7K | 0.04% | +8,194 | New |
| Central Trust Co | 8,044 | $65.5K | 0.00% | −540−6.3% | Reduced |
| GWM Advisors LLC | 7,557 | $61.5K | 0.00% | −8,510−53.0% | Reduced |
| Stonebridge Capital Advisors LLC | 7,495 | $61.0K | 0.01% | −75−1.0% | Reduced |
| Brown Brothers Harriman & Co | 7,486 | $60.9K | 0.00% | +521+7.5% | Added |
| Hollencrest Capital Management | 7,114 | $57.9K | 0.01% | +1,258+21.5% | Added |
| Lindbrook Capital, LLC | 6,977 | $56.8K | 0.01% | +306+4.6% | Added |
| IFP Advisors, Inc | 7,255 | $54.4K | 0.00% | −10,403−58.9% | Reduced |
| Harbour Investments, Inc. | 6,430 | $52.3K | 0.00% | −241−3.6% | Reduced |
| Umb Bank N A | 6,302 | $51.3K | 0.00% | +644+11.4% | Added |
| SkyView Investment Advisors, LLC | 6,232 | $51.0K | 0.01% | −130−2.0% | Reduced |
| KB Financial Partners, LLC | 5,608 | $46.0K | 0.01% | −130−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,639 | $45.9K | 0.00% | −1,250−18.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,388 | $43.9K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,891 | $40.0K | 0.03% | +4,891 | New |
| City Holding Co | 4,679 | $38.1K | 0.01% | −100−2.1% | Reduced |
| Montag A & Associates Inc | 4,537 | $37.2K | 0.00% | −500−9.9% | Reduced |
| Glassman Wealth Services | 4,489 | $36.5K | 0.01% | −29−0.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,489 | $36.5K | 0.03% | +4,489 | New |
| Allworth Financial LP | 4,351 | $35.4K | 0.00% | +1,514+53.4% | Added |
| CKW Financial Group | 4,300 | $35.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4,095 | $33.3K | 0.03% | +1,541+60.3% | Added |
| Thompson Siegel & Walmsley LLC | 4,000 | $33.0K | 0.00% | −113,000−96.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,000 | $32.6K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,954 | $32.2K | 0.01% | −10.0% | Reduced |
| First Horizon Advisors, Inc. | 3,665 | $29.8K | 0.00% | +658+21.9% | Added |
| Brown, Lisle/Cummings, Inc. | 3,660 | $29.8K | 0.02% | −5,896−61.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,565 | $29.0K | 0.00% | −57−1.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,560 | $29.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,529 | $29.0K | 0.00% | +2,665+308.4% | Added |
| Grove Bank & Trust | 3,521 | $28.7K | 0.01% | −1,280−26.7% | Reduced |
| Clearstead Advisors, LLC | 3,467 | $28.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,385 | $27.6K | 0.00% | −3,446−50.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,362 | $27.4K | 0.01% | −424−11.2% | Reduced |
| Ahrens Investment Partners LLC | 3,359 | $27.3K | 0.01% | +3,359 | New |
| Ellevest, Inc. | 3,277 | $26.7K | 0.00% | +264+8.8% | Added |
| CoreFirst Bank & Trust | 3,230 | $26.3K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,134 | $26.0K | 0.00% | −27,071−89.6% | Reduced |
| City State Bank | 3,023 | $25.0K | 0.01% | +3,023 | New |
| FinTrust Capital Advisors, LLC | 2,869 | $23.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,768 | $22.5K | 0.01% | −850−23.5% | Reduced |
| ICA Group Wealth Management, LLC | 2,706 | $22.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,725 | $22.0K | 0.00% | +224+9.0% | Added |
| HM Payson & Co | 2,620 | $21.3K | 0.00% | −217−7.6% | Reduced |
| Addison Advisors LLC | 2,608 | $21.2K | 0.01% | −125−4.6% | Reduced |
| Salem Investment Counselors Inc | 2,561 | $21.0K | 0.00% | −375−12.8% | Reduced |
| JFS Wealth Advisors, LLC | 2,486 | $20.2K | 0.00% | +3+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 2,464 | $20.1K | 0.00% | +2,464 | New |
| AdvisorNet Financial, Inc | 2,361 | $19.2K | 0.00% | −7,211−75.3% | Reduced |
| BDO Wealth Advisors, LLC | 2,293 | $18.7K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 2,080 | $18.4K | 0.01% | +2,080 | New |
| SOA Wealth Advisors, LLC. | 2,229 | $18.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,121 | $17.3K | 0.00% | +100+4.9% | Added |
| Horan Securities, Inc. | 2,100 | $17.1K | 0.01% | −50−2.3% | Reduced |
| Sittner & Nelson, LLC | 1,975 | $16.1K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,955 | $15.9K | 0.01% | +1,955 | New |
| Institutional & Family Asset Management, LLC | 1,895 | $15.4K | 0.00% | +65+3.6% | Added |
| Washington Trust Advisors, Inc. | 1,879 | $15.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,861 | $15.1K | 0.00% | −1,101−37.2% | Reduced |
| Group One Trading, L.P. | 1,828 | $14.9K | 0.00% | −108,187−98.3% | Reduced |
| Estabrook Capital Management | 1,805 | $14.7K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,769 | $14.4K | 0.00% | +1,769 | New |
| Glen Eagle Advisors, LLC | 1,746 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,649 | $14.0K | 0.00% | 00.0% | Unchanged |