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 |
|---|---|---|---|---|---|
| FirstPurpose Wealth LLC | 11,643 | $97.6K | 0.04% | +887+8.2% | Added |
| Johnson Investment Counsel Inc | 11,623 | $97.4K | 0.00% | −1,383−10.6% | Reduced |
| Perigon Wealth Management, LLC | 11,589 | $97.1K | 0.00% | +85+0.7% | Added |
| Savant Capital, LLC | 11,574 | $97.0K | 0.00% | +11,574 | New |
| Ironwood Financial, llc | 11,505 | $96.4K | 0.03% | 00.0% | Unchanged |
| Saturna Capital CORP | 11,500 | $96.4K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 11,469 | $96.0K | 0.00% | +11,469 | New |
| Coldstream Capital Management Inc | 11,448 | $95.9K | 0.00% | +106+0.9% | Added |
| LGT Group Foundation | 11,320 | $94.9K | 0.00% | +11,320 | New |
| Anchor Capital Advisors LLC | 11,317 | $94.8K | 0.00% | −220−1.9% | Reduced |
| Thrive Wealth Management, LLC | 11,304 | $94.7K | 0.02% | −1,687−13.0% | Reduced |
| PDS Planning, Inc | 11,284 | $94.6K | 0.01% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 11,225 | $94.1K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 11,216 | $94.0K | 0.00% | −10−0.1% | Reduced |
| Independent Advisor Alliance | 11,162 | $93.5K | 0.00% | −1,662−13.0% | Reduced |
| Wright Investors Service Inc | 11,102 | $93.0K | 0.03% | +11,102 | New |
| Y-Intercept (Hong Kong) Ltd | 11,072 | $92.8K | 0.01% | −51,293−82.2% | Reduced |
| Herold Advisors, Inc. | 11,034 | $92.5K | 0.03% | −864−7.3% | Reduced |
| Toroso Investments, LLC | 10,673 | $91.0K | 0.00% | +10,673 | New |
| Dynamic Advisor Solutions LLC | 10,803 | $90.5K | 0.00% | +674+6.7% | Added |
| Qtron Investments LLC | 10,797 | $90.5K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 10,691 | $89.6K | 0.00% | +359+3.5% | Added |
| Integrated Advisors Network LLC | 10,639 | $89.2K | 0.01% | −2,019−16.0% | Reduced |
| Morningstar Investment Services LLC | 10,757 | $88.0K | 0.00% | +10,757 | New |
| InterOcean Capital Group, LLC | 10,352 | $86.8K | 0.00% | +206+2.0% | Added |
| Money Concepts Capital Corp | 10,344 | $86.7K | 0.01% | −403−3.7% | Reduced |
| Assetmark, Inc | 10,316 | $86.4K | 0.00% | −1,612−13.5% | Reduced |
| Bollard Group LLC | 10,242 | $86.0K | 0.00% | +242+2.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,241 | $85.8K | 0.00% | +10,241 | New |
| Bokf, NA | 10,170 | $85.2K | 0.00% | −995−8.9% | Reduced |
| Seven Eight Capital, LP | 10,047 | $84.2K | 0.01% | +10,047 | New |
| GFS Advisors, LLC | 10,025 | $84.0K | 0.02% | 00.0% | Unchanged |
| One68 Global Capital, LLC | 10,000 | $83.8K | 0.51% | +10,000 | New |
| Acadian Asset Management LLC | 9,789 | $82.0K | 0.00% | −27,451−73.7% | Reduced |
| Deutsche Bank AG | 9,644 | $80.8K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 9,513 | $79.7K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9,440 | $79.1K | 0.00% | +5,775+157.6% | Added |
| Clean Yield Group | 9,045 | $75.8K | 0.03% | −3,440−27.6% | Reduced |
| Group One Trading, L.P. | 8,973 | $75.2K | 0.00% | +7,145+390.9% | Added |
| Atlas Capital Advisors LLC | 8,798 | $73.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,581 | $71.9K | 0.00% | −105−1.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 8,505 | $71.3K | 0.04% | +4,016+89.5% | Added |
| Hollencrest Capital Management | 8,147 | $68.3K | 0.01% | +1,033+14.5% | Added |
| Barrett & Company, Inc. | 7,893 | $66.1K | 0.04% | −958−10.8% | Reduced |
| Central Trust Co | 7,784 | $65.2K | 0.00% | −260−3.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,469 | $62.6K | 0.00% | +1,830+32.5% | Added |
| Delta Asset Management LLC | 7,464 | $62.5K | 0.01% | −1,150−13.4% | Reduced |
| Stonebridge Capital Advisors LLC | 7,420 | $62.2K | 0.01% | −75−1.0% | Reduced |
| Lindbrook Capital, LLC | 7,317 | $61.3K | 0.01% | +340+4.9% | Added |
| Brown Brothers Harriman & Co | 6,965 | $58.4K | 0.00% | −521−7.0% | Reduced |
| Umb Bank N A | 6,863 | $57.5K | 0.00% | +561+8.9% | Added |
| North Star Investment Management Corp. | 6,675 | $55.9K | 0.00% | −2,530−27.5% | Reduced |
| Proequities, Inc. | 6,625 | $55.5K | 0.00% | −2,622−28.4% | Reduced |
| Harbour Investments, Inc. | 6,335 | $53.1K | 0.00% | −95−1.5% | Reduced |
| CKW Financial Group | 6,000 | $50.0K | 0.01% | +1,700+39.5% | Added |
| Ridgewood Investments LLC | 5,491 | $46.0K | 0.03% | −7,197−56.7% | Reduced |
| IFP Advisors, Inc | 5,832 | $43.7K | 0.00% | −1,423−19.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,006 | $41.9K | 0.00% | −382−7.1% | Reduced |
| Sunbelt Securities, Inc. | 4,785 | $40.1K | 0.01% | +4,100+598.5% | Added |
| Glassman Wealth Services | 4,489 | $37.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,432 | $37.1K | 0.00% | +965+27.8% | Added |
| Allworth Financial LP | 4,429 | $37.1K | 0.00% | +78+1.8% | Added |
| Kistler-Tiffany Companies, LLC | 4,144 | $34.7K | 0.01% | +782+23.3% | Added |
| Thompson Siegel & Walmsley LLC | 4,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,124 | $34.0K | 0.00% | +3,760+1,033.0% | Added |
| BOK Financial Private Wealth, Inc. | 4,000 | $33.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,801 | $32.0K | 0.00% | +272+7.7% | Added |
| Montag A & Associates Inc | 3,755 | $31.5K | 0.00% | −782−17.2% | Reduced |
| Tompkins Financial Corp | 3,654 | $30.6K | 0.00% | −300−7.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,532 | $30.0K | 0.00% | −33−0.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,516 | $29.0K | 0.02% | −44−1.2% | Reduced |
| Citadel Advisors LLC | 3,346 | $28.0K | 0.00% | −70,451−95.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,343 | $28.0K | 0.00% | +209+6.7% | Added |
| Barclays PLC | 3,317 | $27.8K | 0.00% | +1,196+56.4% | Added |
| Huntington National Bank | 3,253 | $27.3K | 0.00% | −132−3.9% | Reduced |
| Grove Bank & Trust | 3,185 | $26.7K | 0.01% | −336−9.5% | Reduced |
| American National Bank | 3,000 | $25.1K | 0.00% | +3,000 | New |
| Farther Finance Advisors, LLC | 2,986 | $25.0K | 0.01% | +1,321+79.3% | Added |
| City State Bank | 3,023 | $25.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2,910 | $24.4K | 0.00% | +617+26.9% | Added |
| Roffman Miller Associates Inc | 2,845 | $23.8K | 0.00% | +2,845 | New |
| Addison Advisors LLC | 2,808 | $23.5K | 0.01% | +200+7.7% | Added |
| Optimum Investment Advisors | 2,768 | $23.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,869 | $23.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,713 | $22.7K | 0.00% | +2,713 | New |
| Salem Investment Counselors Inc | 2,561 | $21.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,514 | $21.1K | 0.00% | −2,165−46.3% | Reduced |
| SOA Wealth Advisors, LLC. | 2,229 | $18.7K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2,095 | $18.0K | 0.01% | +1,695+423.8% | Added |
| Hexagon Capital Partners LLC | 2,147 | $18.0K | 0.00% | +569+36.1% | Added |
| Horan Securities, Inc. | 2,100 | $17.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,975 | $16.6K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,002 | $16.0K | 0.01% | +527+35.7% | Added |
| Institutional & Family Asset Management, LLC | 1,878 | $15.7K | 0.00% | −17−0.9% | Reduced |
| Ancora Advisors, LLC | 1,854 | $15.5K | 0.00% | −7−0.4% | Reduced |
| Chesapeake Asset Management LLC | 1,835 | $15.4K | 0.01% | −120−6.1% | Reduced |
| HM Payson & Co | 1,820 | $15.3K | 0.00% | −800−30.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,774 | $14.9K | 0.00% | −690−28.0% | Reduced |
| Glen Eagle Advisors, LLC | 1,745 | $14.6K | 0.00% | −1−0.1% | Reduced |
| Tradition Wealth Management, LLC | 1,685 | $14.0K | 0.00% | −1,040−38.2% | Reduced |