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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1,665 | $13.6K | 0.00% | +617+58.9% | Added |
| Bartlett & Co. Wealth Management LLC | 1,649 | $13.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| WealthPLAN Partners, LLC | 1,629 | $13.3K | 0.00% | +1,629 | New |
| Hexagon Capital Partners LLC | 1,578 | $12.8K | 0.00% | −41−2.5% | Reduced |
| Colonial Trust Advisors | 1,519 | $12.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,493 | $12.2K | 0.00% | −500−25.1% | Reduced |
| Jones Financial Companies LLLP | 1,485 | $12.1K | 0.00% | +300+25.3% | Added |
| 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 |
| WealthPlan Investment Management, LLC | 1,461 | $11.9K | 0.00% | +1,461 | New |
| DT Investment Partners, LLC | 1,250 | $11.1K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,352 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,307 | $10.6K | 0.00% | +1,307 | New |
| Harvest Group Wealth Management, LLC | 1,283 | $10.4K | 0.01% | +175+15.8% | Added |
| Global Financial Private Client, LLC | 1,275 | $10.4K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,271 | $10.3K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,177 | $10.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,228 | $10.0K | 0.00% | +78+6.8% | Added |
| Zions Bancorporation, N.A. | 1,201 | $9.78K | 0.00% | −922−43.4% | Reduced |
| 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 |
| Truvestments Capital LLC | 1,194 | $9.72K | 0.01% | +903+310.3% | Added |
| Key Financial Inc | 1,176 | $9.57K | 0.00% | +100+9.3% | Added |
| 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 |
| PSI Advisors, LLC | 1,113 | $9.06K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rosenberg Matthew Hamilton | 1,095 | $8.91K | 0.00% | −310−22.1% | Reduced |
| Caldwell Trust Co | 1,055 | $8.59K | 0.00% | −352−25.0% | Reduced |
| Creative Financial Designs Inc | 1,030 | $8.38K | 0.00% | +77+8.1% | Added |
| TCTC Holdings, LLC | 1,017 | $8.28K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| SRS Capital Advisors, Inc. | 980 | $7.98K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 980 | $7.98K | 0.00% | +980 | New |
| Accel Wealth Management | 977 | $7.95K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 975 | $7.94K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 922 | $7.51K | 0.00% | −317−25.6% | Reduced |
| First Financial Corp | 915 | $7.45K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 883 | $7.19K | 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 |
| MV Capital Management, Inc. | 804 | $6.54K | 0.00% | 00.0% | Unchanged |
| 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 |
| Jackson, Grant Investment Advisers, Inc. | 798 | $6.50K | 0.00% | +798 | New |
| Larson Financial Group LLC | 785 | $6.39K | 0.00% | +488+164.3% | Added |
| Old Second National Bank of Aurora | 750 | $6.11K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 745 | $6.07K | 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 |
| Oliver Lagore Vanvalin Investment Group | 723 | $5.88K | 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 |
| WFA Asset Management Corp | 692 | $5.63K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 682 | $5.55K | 0.00% | −1,346−66.4% | Reduced |
| Sunbelt Securities, Inc. | 685 | $5.54K | 0.00% | +685 | New |
| Guardian Wealth Management, Inc. | 675 | $5.50K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 665 | $5.41K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $5.18K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 620 | $5.05K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 615 | $5.01K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 608 | $4.95K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 596 | $4.85K | 0.00% | +397+199.5% | Added |
| Norwood Financial Corp | 590 | $4.80K | 0.01% | −275−31.8% | Reduced |
| Harbor Investment Advisory, LLC | 583 | $4.75K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 573 | $4.66K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 573 | $4.66K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 567 | $4.62K | 0.00% | +116+25.7% | Added |
| Emfo, LLC | 562 | $4.58K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 527 | $4.29K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 513 | $4.18K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 511 | $4.16K | 0.00% | −13−2.5% | Reduced |
| Northwest Investment Counselors, LLC | 500 | $4.07K | 0.00% | −250−33.3% | Reduced |
| America First Investment Advisors, LLC | 500 | $4.07K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 500 | $4.07K | 0.00% | +200+66.7% | Added |
| Financial Management Professionals, Inc. | 449 | $4.00K | 0.00% | +449 | New |
| MCF Advisors LLC | 480 | $3.91K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 477 | $3.88K | 0.00% | +477 | New |
| Johnson Midwest Financial, LLC | 470 | $3.83K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 460 | $3.74K | 0.00% | +460 | New |
| Cambridge Trust Co | 459 | $3.74K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 455 | $3.70K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 455 | $3.70K | 0.00% | +118+35.0% | Added |
| Peoples Financial Services Corp. | 440 | $3.58K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 431 | $3.48K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 410 | $3.34K | 0.00% | +410 | New |
| Maryland Capital Advisors Inc. | 400 | $3.26K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 399 | $3.25K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 382 | $3.11K | 0.00% | +228+148.1% | Added |
| Asset Dedication, LLC | 356 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 364 | $3.00K | 0.00% | +364 | New |