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, Q2 2023
Institutional positions in Haleon plc as of Jun 30, 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
- 579
- +7 vs. Q1 2023
- Shares held
- 378.7M
- +9.96M (+2.7%) vs. Q1 2023
- Total value
- $3.17B
- +$171.9M (+5.7%) vs. Q1 2023
- New holders
- 71
- 163 more added
- Sold out
- 64
- 196 more reduced
6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Natixis | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2 | $17 | 0.00% | −243,866−100.0% | Reduced |
| Leonteq Securities AG | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | $40 | 0.00% | +8 | New |
| Focused Wealth Management, Inc | 10 | $84 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 12 | $101 | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 18 | $151 | 0.00% | +18 | New |
| Delos Wealth Advisors, LLC | 22 | $185 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 24 | $202 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 28 | $238 | 0.00% | −71−71.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30 | $251 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $251 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 34 | $279 | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 34 | $285 | 0.00% | −185−84.5% | Reduced |
| Westside Investment Management, Inc. | 35 | $293 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 41 | $344 | 0.00% | +41 | New |
| True Wealth Design, LLC | 43 | $361 | 0.00% | 00.0% | Unchanged |
| Motco | 47 | $394 | 0.00% | +47 | New |
| Global Wealth Management Investment Advisory, Inc. | 48 | $402 | 0.00% | +48 | New |
| Retirement Group, LLC | 50 | $419 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $438 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 58 | $481 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 59 | $495 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 60 | $503 | 0.00% | +60 | New |
| Abound Wealth Management | 80 | $671 | 0.00% | +80 | New |
| Western Pacific Wealth Management, LP | 95 | $796 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 96 | $805 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $838 | 0.00% | −462−82.2% | Reduced |
| Manchester Capital Management LLC | 100 | $838 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $838 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $905 | 0.00% | – | – |
| Nalls Sherbakoff Group, LLC | 113 | $909 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 142 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 126 | $1.06K | 0.00% | +126 | New |
| Luken Investment Analytics, LLC | 127 | $1.06K | 0.00% | +127 | New |
| Bank of New Hampshire | 130 | $1.09K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 136 | $1.14K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 144 | $1.21K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 147 | $1.23K | 0.00% | −1,658−91.9% | Reduced |
| Washington Trust Co | 150 | $1.26K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 154 | $1.29K | 0.00% | −228−59.7% | Reduced |
| IMA Wealth, Inc. | 156 | $1.31K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 160 | $1.34K | 0.00% | −3,935−96.1% | Reduced |
| CNB Bank | 175 | $1.47K | 0.00% | −165−48.5% | Reduced |
| Hallmark Capital Management Inc | 175 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 185 | $1.55K | 0.00% | −274−59.7% | Reduced |
| Baker Avenue Asset Management, LP | 187 | $1.57K | 0.00% | +61+48.4% | Added |
| Sugarloaf Wealth Management, LLC | 187 | $1.57K | 0.00% | +1+0.5% | Added |
| Baystate Wealth Management LLC | 192 | $1.61K | 0.00% | +1+0.5% | Added |
| AllSquare Wealth Management LLC | 200 | $1.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $1.68K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 200 | $1.68K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $1.68K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 215 | $1.80K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 266 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 248 | $2.08K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 250 | $2.10K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 250 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 253 | $2.12K | 0.00% | −912−78.3% | Reduced |
| CVA Family Office, LLC | 253 | $2.12K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 269 | $2.26K | 0.00% | +40+17.5% | Added |
| Bell Investment Advisors, Inc | 271 | $2.27K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 275 | $2.31K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 276 | $2.32K | 0.00% | +276 | New |
| Peoples Financial Services Corp. | 290 | $2.43K | 0.00% | −150−34.1% | Reduced |
| Truvestments Capital LLC | 291 | $2.44K | 0.00% | −903−75.6% | Reduced |
| CGC Financial Services, LLC | 293 | $2.45K | 0.00% | +293 | New |
| Larson Financial Group LLC | 298 | $2.50K | 0.00% | −487−62.0% | Reduced |
| Parkside Financial Bank & Trust | 300 | $2.51K | 0.00% | −200−40.0% | Reduced |
| Twin Lakes Capital Management, LLC | 300 | $2.51K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 321 | $2.63K | 0.00% | +321 | New |
| Boyd Watterson Asset Management LLC | 316 | $2.65K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 330 | $2.77K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 346 | $2.90K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 348 | $2.92K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 393 | $3.29K | 0.00% | −3,267−89.3% | Reduced |
| Baldwin Brothers Inc | 399 | $3.34K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 400 | $3.35K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 400 | $3.35K | 0.00% | +400 | New |
| Northwest Capital Management Inc | 400 | $3.35K | 0.00% | +400 | New |
| Paladin Advisory Group, LLC | 410 | $3.44K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 428 | $3.59K | 0.00% | −180−29.6% | Reduced |
| Fairfield Financial Advisors, LTD | 431 | $3.61K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 434 | $3.64K | 0.00% | +434 | New |
| Bogart Wealth, LLC | 447 | $3.75K | 0.00% | −64−12.5% | Reduced |
| ICA Group Wealth Management, LLC | 451 | $3.78K | 0.00% | −2,255−83.3% | Reduced |
| Lee Financial Co | 451 | $3.78K | 0.00% | −116−20.5% | Reduced |
| Laurel Wealth Advisors LLC | 455 | $3.81K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 470 | $3.94K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 356 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 478 | $4.00K | 0.00% | +402+528.9% | Added |
| MCF Advisors LLC | 480 | $4.02K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 500 | $4.19K | 0.00% | −807−61.7% | Reduced |
| America First Investment Advisors, LLC | 500 | $4.19K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 500 | $4.19K | 0.00% | 00.0% | Unchanged |