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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2023: 579 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 548 institutionsQ4 2022: 587 institutionsQ1 2023: 578 institutionsQ2 2023: 579 institutionsQ3 2023: 570 institutionsQ4 2023: 592 institutionsQ1 2024: 599 institutionsQ2 2024: 582 institutionsQ3 2024: 589 institutionsQ4 2024: 611 institutionsQ1 2025: 600 institutionsQ2 2025: 627 institutionsQ3 2025: 600 institutionsQ4 2025: 609 institutionsQ1 2026: 627 institutionsQ2 2026: 647 institutions
Value heldQ2 2023: $3.17B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $1.88BQ4 2022: $2.69BQ1 2023: $3.01BQ2 2023: $3.17BQ3 2023: $3.26BQ4 2023: $3.24BQ1 2024: $4.31BQ2 2024: $4.29BQ3 2024: $5.45BQ4 2024: $7.01BQ1 2025: $5.86BQ2 2025: $5.98BQ3 2025: $4.93BQ4 2025: $5.72BQ1 2026: $5.69BQ2 2026: $5.52B
Institutions holding HLN and their total value by quarter
QuarterHoldersValue
Q2 2026647$5.52B
Q1 2026627$5.69B
Q4 2025609$5.72B
Q3 2025600$4.93B
Q2 2025627$5.98B
Q1 2025600$5.86B
Q4 2024611$7.01B
Q3 2024589$5.45B
Q2 2024582$4.29B
Q1 2024599$4.31B
Q4 2023592$3.24B
Q3 2023570$3.26B
Q2 2023579$3.17B
Q1 2023578$3.01B
Q4 2022587$2.69B
Q3 2022548$1.88B
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q1 2023.

Institutions holding HLN in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Wallace Advisory Group, LLC13,948$113.5K0.09%00.0%Unchanged
Beacon Pointe Advisors, LLC13,561$113.7K0.00%−3,116−18.7%Reduced
Dorsey & Whitney Trust CO LLC13,613$114.1K0.01%+631+4.9%Added
Alan B. Lancz & Associates, Inc.13,825$115.9K0.12%+13,825New
Flossbach Von Storch AG13,885$116.4K0.00%00.0%Unchanged
Logan Capital Management Inc13,900$116.5K0.01%−1,980−12.5%Reduced
Comerica Securities,inc.13,918$116.6K0.01%+13,918New
Gabelli Funds LLC14,000$117.3K0.00%−3,000−17.6%Reduced
Pine Valley Investments Ltd Liability Co14,186$118.9K0.01%+14,186New
Sigma Planning Corp14,423$120.9K0.00%−5,738−28.5%Reduced
Kestra Private Wealth Services, LLC14,455$121.1K0.00%−282−1.9%Reduced
Flagship Harbor Advisors, LLC14,466$121.2K0.01%−466−3.1%Reduced
Horizon Kinetics Asset Management LLC14,673$123.0K0.00%00.0%Unchanged
Advisory Services Network, LLC14,710$123.3K0.00%+580+4.1%Added
Ronald Blue Trust, Inc.15,247$124.0K0.00%−25,525−62.6%Reduced
Pinnacle Financial Partners Inc14,936$125.2K0.00%+10+0.1%Added
First Manhattan Co14,952$125.3K0.00%−1,873−11.1%Reduced
Scotia Capital Inc.14,965$125.4K0.00%+14,965New
Sawtooth Solutions, LLC15,093$126.5K0.00%−207−1.4%Reduced
Bleakley Financial Group, LLC15,093$126.5K0.00%−207−1.4%Reduced
Ameritas Advisory Services, LLC15,884$126.6K0.02%−6,807−30.0%Reduced
Drive Wealth Management, LLC15,253$127.8K0.05%−1,610−9.5%Reduced
Veriti Management LLC15,316$128.3K0.01%+2,773+22.1%Added
GWM Advisors LLC15,374$128.8K0.00%+7,817+103.4%Added
Mirador Capital Partners LP15,490$129.8K0.03%−88−0.6%Reduced
Axxcess Wealth Management, LLC15,514$130.0K0.01%−1,399−8.3%Reduced
Investors Research Corp15,548$130.3K0.03%00.0%Unchanged
Cetera Advisors LLC15,617$130.9K0.00%−7,404−32.2%Reduced
Checchi Capital Advisers, LLC15,710$131.7K0.01%−82−0.5%Reduced
Aull & Monroe Investment Management Corp15,852$132.8K0.07%−453−2.8%Reduced
Lazard Asset Management LLC16,000$134.0K0.00%00.0%Unchanged
CWA Asset Management Group, LLC16,049$134.5K0.01%+70+0.4%Added
O'Shaughnessy Asset Management, LLC16,222$135.9K0.00%+902+5.9%Added
CWM, LLC16,232$136.0K0.00%−790−4.6%Reduced
First City Capital Management, Inc.16,327$136.8K0.08%−6,466−28.4%Reduced
Sanders Morris Harris LLC16,700$136.9K0.03%+16,700New
Boston Private Wealth LLC16,348$137.0K0.00%−594−3.5%Reduced
Commerce Bank16,699$139.9K0.00%−5,242−23.9%Reduced
Busey Wealth Management16,702$140.0K0.01%+151+0.9%Added
Chapin Davis, Inc.16,722$140.1K0.07%+475+2.9%Added
Bessemer Group Inc17,158$143.0K0.00%+837+5.1%Added
Cornerstone Wealth Management, LLC17,329$145.2K0.01%−836−4.6%Reduced
Capstone Investment Advisors, LLC17,506$146.7K0.00%+17,506New
Stratos Wealth Partners, LTD.17,532$146.9K0.00%+2,917+20.0%Added
IHT Wealth Management, LLC18,021$151.0K0.01%−1,322−6.8%Reduced
Wilbanks Smith & Thomas Asset Management LLC18,606$155.9K0.01%−600−3.1%Reduced
Marotta Asset Management18,926$158.6K0.04%+18,926New
Federation des caisses Desjardins du Quebec19,048$159.6K0.00%−5,842−23.5%Reduced
CAPROCK Group, Inc.19,280$161.6K0.01%+913+5.0%Added
Lincoln National Corp19,459$163.1K0.00%+6,811+53.9%Added
Blue Barn Wealth, LLC19,813$166.0K0.11%−39−0.2%Reduced
Capricorn Fund Managers Ltd19,841$166.3K0.06%+19,841New
JJJ Advisors Inc.19,899$166.8K0.05%−113−0.6%Reduced
EP Wealth Advisors, LLC15,855$168.1K0.00%+10,855+217.1%Added
Kingsview Wealth Management, LLC20,159$168.9K0.01%+3,209+18.9%Added
Resonant Capital Advisors, LLC20,203$169.3K0.02%+20,203New
AlphaCore Capital LLC20,417$171.1K0.03%+20,417New
SYSTM Wealth Solutions LLC20,612$172.7K0.02%+20,612New
Blair William & Co21,008$176.0K0.00%−722−3.3%Reduced
Fractal Investments LLC21,106$176.9K0.04%−20,694−49.5%Reduced
Level Four Advisory Services, LLC21,110$176.9K0.01%−892−4.1%Reduced
Rhumbline Advisers21,275$178.3K0.00%+21,275New
Ballentine Partners, LLC21,468$179.9K0.00%−1,974−8.4%Reduced
Global Retirement Partners, LLC21,515$180.3K0.01%−40.0%Reduced
Moors & Cabot, Inc.21,990$184.3K0.01%+200+0.9%Added
Thrivent Financial for Lutherans22,631$186.0K0.00%+9,285+69.6%Added
Voloridge Investment Management, LLC22,546$188.9K0.00%+22,546New
Keystone Financial Group22,589$189.3K0.03%+22,589New
Cook Wealth Management Group LLC21,924$190.5K0.15%00.0%Unchanged
Baird Financial Group, Inc.22,751$190.7K0.00%−427−1.8%Reduced
TD Waterhouse Canada Inc.23,468$194.1K0.00%+1,530+7.0%Added
Sustainable Growth Advisers, LP23,486$196.8K0.00%00.0%Unchanged
Argent Trust Co24,371$204.2K0.01%−3,046−11.1%Reduced
Defined Wealth Management, LLC24,573$205.9K0.17%+80.0%Added
Icon Wealth Partners, LLC24,923$208.9K0.02%−3,435−12.1%Reduced
Point72 Asset Management, L.P.25,100$210.3K0.00%−374,400−93.7%Reduced
Kayne Anderson Rudnick Investment Management LLC25,294$212.0K0.00%+830+3.4%Added
Choate Investment Advisors25,324$212.2K0.01%−2,966−10.5%Reduced
Moran Wealth Management, LLC25,722$215.6K0.01%−853−3.2%Reduced
Portside Wealth Group, LLC25,881$216.9K0.04%+25,881New
Balentine LLC25,947$217.4K0.01%−2,885−10.0%Reduced
Great Lakes Retirement, Inc.26,282$220.2K0.04%−244−0.9%Reduced
Highland Capital Management, LLC26,565$222.6K0.01%+26,565New
Lake Street Advisors Group, LLC27,161$228.0K0.01%+5,533+25.6%Added
Whittier Trust Co27,465$230.2K0.00%00.0%Unchanged
GQG Partners LLC27,732$232.4K0.00%00.0%Unchanged
Pacer Advisors, Inc.27,900$233.8K0.00%+2,034+7.9%Added
Equitable Holdings, Inc.27,928$234.0K0.00%−1,891−6.3%Reduced
Park Place Capital Corp27,953$234.2K0.07%+329+1.2%Added
National Asset Management, Inc.28,715$240.6K0.01%−637−2.2%Reduced
Lafayette Investments, Inc.29,104$243.9K0.06%00.0%Unchanged
Seed Wealth Management, Inc.29,130$244.1K0.26%00.0%Unchanged
Valeo Financial Advisors, LLC29,708$249.0K0.01%+799+2.8%Added
Schechter Investment Advisors, LLC29,924$250.8K0.02%−54,397−64.5%Reduced
One Wealth Advisors, LLC29,955$251.0K0.05%+29,955New
TD Private Client Wealth LLC30,076$252.0K0.01%+12,147+67.8%Added
Quadrant Private Wealth Management, LLC30,126$252.5K0.07%−512−1.7%Reduced
Atria Wealth Solutions, Inc.30,237$253.4K0.00%−17,075−36.1%Reduced
Evergreen Capital Management LLC30,372$254.5K0.01%+612+2.1%Added
Quadrant Capital Group LLC31,291$262.2K0.03%+11,421+57.5%Added