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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 115,759 | $970.0K | 0.02% | −130,816−53.1% | Reduced |
| Marks Group Wealth Management, Inc | 115,284 | $966.1K | 0.11% | +33,160+40.4% | Added |
| Peapack Gladstone Financial Corp | 113,931 | $955.0K | 0.02% | +14,549+14.6% | Added |
| Ameriprise Financial Inc | 113,504 | $953.1K | 0.00% | −26,351−18.8% | Reduced |
| Cerity Partners LLC | 110,975 | $929.6K | 0.00% | +1,912+1.8% | Added |
| Regions Financial Corp | 110,423 | $925.3K | 0.01% | +21,001+23.5% | Added |
| Stephens Inc | 106,958 | $896.3K | 0.02% | +12,355+13.1% | Added |
| Synovus Financial Corp | 106,234 | $890.2K | 0.01% | +87+0.1% | Added |
| Euro Pacific Asset Management, LLC | 108,785 | $874.0K | 0.19% | −2,356−2.1% | Reduced |
| Susquehanna International Group Ltd. | 103,144 | $864.3K | 0.70% | +42,558+70.2% | Added |
| Cresset Asset Management, LLC | 102,759 | $861.1K | 0.01% | +102,759 | New |
| Signaturefd, LLC | 102,369 | $857.9K | 0.02% | −7,329−6.7% | Reduced |
| Canal Insurance CO | 100,000 | $838.0K | 0.24% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $838.0K | 0.09% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 98,914 | $828.9K | 0.00% | +4,423+4.7% | Added |
| Captrust Financial Advisors | 90,195 | $755.8K | 0.00% | −7,740−7.9% | Reduced |
| AIMZ Investment Advisors, LLC | 89,121 | $746.8K | 0.32% | −795−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 88,409 | $741.0K | 0.00% | −6,338−6.7% | Reduced |
| Samlyn Capital, LLC | 86,920 | $728.4K | 0.01% | +86,920 | New |
| Confluence Investment Management LLC | 85,726 | $718.4K | 0.01% | +85,726 | New |
| Snowden Capital Advisors LLC | 81,992 | $687.1K | 0.02% | +12,361+17.8% | Added |
| Park Avenue Securities LLC | 81,449 | $683.0K | 0.01% | +27,430+50.8% | Added |
| Quantinno Capital Management LP | 81,344 | $682.0K | 0.04% | +23,270+40.1% | Added |
| Pitcairn Co | 79,709 | $668.0K | 0.06% | +79,709 | New |
| JustInvest LLC | 79,053 | $662.5K | 0.02% | +5,830+8.0% | Added |
| Ethic Inc. | 78,385 | $656.9K | 0.02% | −1,970−2.5% | Reduced |
| Yousif Capital Management, LLC | 77,031 | $645.5K | 0.01% | +784+1.0% | Added |
| FDx Advisors, Inc. | 74,543 | $625.0K | 0.03% | +961+1.3% | Added |
| Knowledge Leaders Capital, LLC | 72,460 | $607.2K | 0.70% | +72,460 | New |
| Vestmark Advisory Solutions, Inc. | 71,362 | $598.0K | 0.02% | +4,532+6.8% | Added |
| Wintrust Investments LLC | 70,316 | $589.0K | 0.06% | −13,833−16.4% | Reduced |
| D. E. Shaw & Co., Inc. | 66,865 | $560.3K | 0.00% | +66,865 | New |
| Mercer Global Advisors Inc | 66,695 | $559.0K | 0.00% | +2,970+4.7% | Added |
| GTS Securities LLC | 64,086 | $537.0K | 0.02% | +64,086 | New |
| Boston Common Asset Management, LLC | 64,130 | $537.0K | 0.01% | −130−0.2% | Reduced |
| Prudential Financial Inc | 61,775 | $517.7K | 0.00% | +34,713+128.3% | Added |
| Glenmede Trust Co NA | 63,413 | $516.2K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 60,170 | $504.2K | 0.00% | −13,864−18.7% | Reduced |
| Private Advisor Group, LLC | 57,886 | $497.9K | 0.00% | −2,018−3.4% | Reduced |
| Simplex Trading, LLC | 59,275 | $496.0K | 0.02% | −15,732−21.0% | Reduced |
| Tempus Wealth Planning, LLC | 58,302 | $488.6K | 0.22% | −5,335−8.4% | Reduced |
| Arkadios Wealth Advisors | 57,168 | $479.1K | 0.06% | +629+1.1% | Added |
| NewEdge Wealth, LLC | 56,811 | $476.1K | 0.02% | −330−0.6% | Reduced |
| M&T Bank Corp | 54,753 | $458.9K | 0.00% | −150.0% | Reduced |
| Raymond James Trust N.A. | 54,307 | $455.0K | 0.01% | −4,320−7.4% | Reduced |
| WealthTrust Axiom LLC | 52,078 | $436.4K | 0.14% | +40.0% | Added |
| Balyasny Asset Management LLC | 50,593 | $424.0K | 0.00% | +50,593 | New |
| Wetherby Asset Management Inc | 49,631 | $415.9K | 0.02% | −152−0.3% | Reduced |
| Auxier Asset Management | 44,956 | $376.7K | 0.06% | +1,000+2.3% | Added |
| D.A. Davidson & Co. | 44,395 | $372.0K | 0.00% | −7,150−13.9% | Reduced |
| HRT Financial LP | 44,244 | $370.0K | 0.00% | −6,770−13.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 44,119 | $369.7K | 0.01% | −600−1.3% | Reduced |
| GYL Financial Synergies, LLC | 44,099 | $369.6K | 0.03% | +18,179+70.1% | Added |
| Ingalls & Snyder LLC | 43,885 | $368.0K | 0.02% | +2,175+5.2% | Added |
| Baker Tilly Wealth Management, LLC | 42,822 | $358.8K | 0.04% | −241−0.6% | Reduced |
| Thomasville National Bank | 42,198 | $353.6K | 0.03% | −1,771−4.0% | Reduced |
| AE Wealth Management LLC | 41,841 | $350.6K | 0.00% | −30,775−42.4% | Reduced |
| Haverford Trust Co | 41,634 | $348.9K | 0.00% | −25,516−38.0% | Reduced |
| Advisors Asset Management, Inc. | 41,005 | $343.6K | 0.01% | −31,711−43.6% | Reduced |
| Oppenheimer & Co Inc | 40,741 | $341.4K | 0.01% | −3,455−7.8% | Reduced |
| Greenwich Wealth Management LLC | 40,302 | $338.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 39,726 | $332.9K | 0.03% | +1,594+4.2% | Added |
| Cardinal Capital Management | 39,442 | $330.5K | 0.07% | +153+0.4% | Added |
| DFPG Investments, LLC | 37,948 | $329.0K | 0.03% | +2,668+7.6% | Added |
| Integrated Wealth Concepts LLC | 39,051 | $327.3K | 0.01% | −5,951−13.2% | Reduced |
| Kestra Advisory Services, LLC | 38,543 | $323.0K | 0.00% | +3,015+8.5% | Added |
| Avantax Advisory Services, Inc. | 37,558 | $314.7K | 0.00% | +3,333+9.7% | Added |
| Chelsea Counsel Co | 36,700 | $307.5K | 0.15% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 36,609 | $306.8K | 0.10% | +6,608+22.0% | Added |
| Sowell Financial Services LLC | 35,427 | $297.0K | 0.02% | +35,427 | New |
| National Bank of Canada | 34,610 | $289.5K | 0.00% | −2,054−5.6% | Reduced |
| Charles Schwab Investment Management Inc | 34,307 | $287.5K | 0.00% | +13,898+68.1% | Added |
| Sequoia Financial Advisors, LLC | 33,308 | $279.1K | 0.00% | +2,139+6.9% | Added |
| Brown Advisory Inc | 33,090 | $277.3K | 0.00% | −2,014−5.7% | Reduced |
| Wealth Alliance | 31,939 | $267.7K | 0.04% | +191+0.6% | Added |
| Fiduciary Trust Co | 31,851 | $266.9K | 0.00% | +4,894+18.2% | Added |
| Vise Technologies, Inc. | 31,603 | $264.8K | 0.06% | +5,392+20.6% | Added |
| WR Wealth Planners, LLC | 31,509 | $264.0K | 0.10% | +1,469+4.9% | Added |
| Quadrant Capital Group LLC | 31,291 | $262.2K | 0.03% | +11,421+57.5% | Added |
| Evergreen Capital Management LLC | 30,372 | $254.5K | 0.01% | +612+2.1% | Added |
| Atria Wealth Solutions, Inc. | 30,237 | $253.4K | 0.00% | −17,075−36.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 30,126 | $252.5K | 0.07% | −512−1.7% | Reduced |
| TD Private Client Wealth LLC | 30,076 | $252.0K | 0.01% | +12,147+67.8% | Added |
| One Wealth Advisors, LLC | 29,955 | $251.0K | 0.05% | +29,955 | New |
| Schechter Investment Advisors, LLC | 29,924 | $250.8K | 0.02% | −54,397−64.5% | Reduced |
| Valeo Financial Advisors, LLC | 29,708 | $249.0K | 0.01% | +799+2.8% | Added |
| Seed Wealth Management, Inc. | 29,130 | $244.1K | 0.26% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 29,104 | $243.9K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 28,715 | $240.6K | 0.01% | −637−2.2% | Reduced |
| Park Place Capital Corp | 27,953 | $234.2K | 0.07% | +329+1.2% | Added |
| Equitable Holdings, Inc. | 27,928 | $234.0K | 0.00% | −1,891−6.3% | Reduced |
| Pacer Advisors, Inc. | 27,900 | $233.8K | 0.00% | +2,034+7.9% | Added |
| GQG Partners LLC | 27,732 | $232.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 27,465 | $230.2K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 27,161 | $228.0K | 0.01% | +5,533+25.6% | Added |
| Highland Capital Management, LLC | 26,565 | $222.6K | 0.01% | +26,565 | New |
| Great Lakes Retirement, Inc. | 26,282 | $220.2K | 0.04% | −244−0.9% | Reduced |
| Balentine LLC | 25,947 | $217.4K | 0.01% | −2,885−10.0% | Reduced |
| Portside Wealth Group, LLC | 25,881 | $216.9K | 0.04% | +25,881 | New |
| Moran Wealth Management, LLC | 25,722 | $215.6K | 0.01% | −853−3.2% | Reduced |