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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 330 | $2.77K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 316 | $2.65K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 321 | $2.63K | 0.00% | +321 | New |
| 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 |
| Larson Financial Group LLC | 298 | $2.50K | 0.00% | −487−62.0% | Reduced |
| CGC Financial Services, LLC | 293 | $2.45K | 0.00% | +293 | New |
| Truvestments Capital LLC | 291 | $2.44K | 0.00% | −903−75.6% | Reduced |
| Peoples Financial Services Corp. | 290 | $2.43K | 0.00% | −150−34.1% | Reduced |
| PCA Investment Advisory Services Inc. | 276 | $2.32K | 0.00% | +276 | New |
| Global Trust Asset Management, LLC | 275 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 271 | $2.27K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 269 | $2.26K | 0.00% | +40+17.5% | Added |
| 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 |
| First Personal Financial Services | 250 | $2.10K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 250 | $2.10K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 248 | $2.08K | 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 |
| Stephens Consulting, LLC | 215 | $1.80K | 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 |
| AllSquare Wealth Management LLC | 200 | $1.61K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 192 | $1.61K | 0.00% | +1+0.5% | Added |
| Sugarloaf Wealth Management, LLC | 187 | $1.57K | 0.00% | +1+0.5% | Added |
| Baker Avenue Asset Management, LP | 187 | $1.57K | 0.00% | +61+48.4% | Added |
| Cambridge Trust Co | 185 | $1.55K | 0.00% | −274−59.7% | Reduced |
| CNB Bank | 175 | $1.47K | 0.00% | −165−48.5% | Reduced |
| Hallmark Capital Management Inc | 175 | $1.47K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 160 | $1.34K | 0.00% | −3,935−96.1% | Reduced |
| IMA Wealth, Inc. | 156 | $1.31K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 154 | $1.29K | 0.00% | −228−59.7% | Reduced |
| Washington Trust Co | 150 | $1.26K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 147 | $1.23K | 0.00% | −1,658−91.9% | Reduced |
| Pacific Center for Financial Services | 144 | $1.21K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 136 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 130 | $1.09K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 127 | $1.06K | 0.00% | +127 | New |
| Impact Partnership Wealth, LLC | 126 | $1.06K | 0.00% | +126 | New |
| 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 |
| Nalls Sherbakoff Group, LLC | 113 | $909 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $905 | 0.00% | – | – |
| 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 |
| Wolff Wiese Magana LLC | 96 | $805 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 95 | $796 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 80 | $671 | 0.00% | +80 | New |
| Raleigh Capital Management Inc. | 60 | $503 | 0.00% | +60 | New |
| HHM Wealth Advisors, LLC | 59 | $495 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 58 | $481 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $438 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $419 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 48 | $402 | 0.00% | +48 | New |
| Motco | 47 | $394 | 0.00% | +47 | New |
| True Wealth Design, LLC | 43 | $361 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 41 | $344 | 0.00% | +41 | New |
| Westside Investment Management, Inc. | 35 | $293 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $285 | 0.00% | −185−84.5% | Reduced |
| Coppell Advisory Solutions LLC | 34 | $279 | 0.00% | +34 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30 | $251 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $251 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 28 | $238 | 0.00% | −71−71.7% | Reduced |
| Hoey Investments, Inc | 24 | $202 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 22 | $185 | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 18 | $151 | 0.00% | +18 | New |
| Bangor Savings Bank | 12 | $101 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 10 | $84 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | $40 | 0.00% | +8 | New |
| Cubist Systematic Strategies, LLC | 2 | $17 | 0.00% | −243,866−100.0% | Reduced |
| Leonteq Securities AG | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Natixis | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −1,462,599−100.0% | Sold out |
| Brandes Investment Partners, LP | 0 | $0 | 0.00% | −1,082,842−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −893,400−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| John G Ullman & Associates Inc | 0 | $0 | 0.00% | −229,062−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −222,675−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −118,400−100.0% | Sold out |
| Advisors Management Group Inc | 0 | $0 | 0.00% | −67,530−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −57,101−100.0% | Sold out |
| McIntyre Freedman & Flynn Investment Advisers Inc | 0 | $0 | 0.00% | −55,440−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −51,838−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −41,900−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −34,650−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −32,058−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −28,987−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −28,468−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −26,576−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −24,003−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −21,837−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −19,698−100.0% | Sold out |