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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −19,546−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,300−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −16,880−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −15,833−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,221−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −13,041−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Renasant Bank | 0 | $0 | 0.00% | −11,006−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −10,609−100.0% | Sold out |
| KCS Wealth Advisory | 0 | $0 | 0.00% | −10,557−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −10,313−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −10,102−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −9,965−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −6,232−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −5,608−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −4,891−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −3,277−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −3,230−100.0% | Sold out |
| Granite FO LLC | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −1,461−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −977−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| WFA Asset Management Corp | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Monetary Management Group Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| New England Capital Financial Advisors LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Cornerstone Management, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Hitchwood Capital Management LP | – | – | – | – | Not filed |
| Old Port Advisors | – | – | – | – | Not filed |
| HighTower Trust Services, LTA | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |
| Harvest Group Wealth Management, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |