Skip to main content
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, Q3 2023

Institutional positions in Haleon plc as of Sep 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
570
−1 vs. Q2 2023
Shares held
391.3M
+13.1M (+3.5%) vs. Q2 2023
Total value
$3.26B
+$90.6M (+2.9%) vs. Q2 2023
New holders
61
179 more added
Sold out
62
176 more reduced

8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 570 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 heldQ3 2023: $3.26B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q2 2023.

Institutions holding HLN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth100$00.00%00.0%Unchanged
Leonteq Securities AG1$80.00%−1−50.0%Reduced
Natixis1$80.00%00.0%Unchanged
Focused Wealth Management, Inc10$830.00%00.0%Unchanged
Bangor Savings Bank12$1000.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC14$1160.00%+14New
Delos Wealth Advisors, LLC22$1810.00%00.0%Unchanged
Baystate Wealth Management LLC22$1830.00%−170−88.5%Reduced
Hoey Investments, Inc24$2000.00%00.0%Unchanged
Highline Wealth Partners LLC26$2170.00%+26New
Zurcher Kantonalbank (Zurich Cantonalbank)30$2500.00%00.0%Unchanged
Versant Capital Management, Inc30$2500.00%00.0%Unchanged
Carmel Capital Partners, LLC31$2620.00%+3+10.7%Added
Raffa Wealth Management, LLC34$2830.00%00.0%Unchanged
Westside Investment Management, Inc.35$2920.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc41$3420.00%00.0%Unchanged
True Wealth Design, LLC43$3590.00%00.0%Unchanged
LGT Financial Advisors LLC46$3830.00%+46New
Global Wealth Management Investment Advisory, Inc.48$4000.00%00.0%Unchanged
GHP Investment Advisors, Inc.50$4060.00%00.0%Unchanged
Retirement Group, LLC50$4170.00%00.0%Unchanged
Bourgeon Capital Management LLC50$4170.00%+50New
DB Wealth Management Group, LLC55$4580.00%+55New
Wolff Wiese Magana LLC56$4670.00%−40−41.7%Reduced
HHM Wealth Advisors, LLC59$4920.00%00.0%Unchanged
IMA Wealth, Inc.78$6540.00%−78−50.0%Reduced
Western Pacific Wealth Management, LP95$7910.00%00.0%Unchanged
Oakworth Capital, Inc.100$8330.00%−807−89.0%Reduced
Norwood Financial Corp100$8330.00%−490−83.1%Reduced
Toronto Dominion Bank100$8330.00%00.0%Unchanged
Manchester Capital Management LLC100$8330.00%00.0%Unchanged
Pflug Koory, LLC100$8330.00%00.0%Unchanged
Emfo, LLC100$8330.00%00.0%Unchanged
Live Oak Investment Partners–$9000.00%––
Nalls Sherbakoff Group, LLC113$9420.00%00.0%Unchanged
Motco115$9580.00%+68+144.7%Added
Clear Street Markets LLC100$1.00K0.00%00.0%Unchanged
Bank of New Hampshire130$1.08K0.00%00.0%Unchanged
NewSquare Capital LLC134$1.12K0.00%−20−13.0%Reduced
Kozak & Associates, Inc.140$1.18K0.00%+140New
Pacific Center for Financial Services144$1.20K0.00%00.0%Unchanged
Estabrook Capital Management147$1.23K0.00%00.0%Unchanged
Provence Wealth Management Group147$1.23K0.00%+147New
Washington Trust Co150$1.25K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.160$1.33K0.00%00.0%Unchanged
Raleigh Capital Management Inc.169$1.41K0.00%+109+181.7%Added
Hallmark Capital Management Inc175$1.46K0.00%00.0%Unchanged
CNB Bank175$1.46K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.180$1.50K0.00%+180New
Abound Wealth Management183$1.52K0.00%+103+128.8%Added
Cambridge Trust Co185$1.54K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC187$1.56K0.00%00.0%Unchanged
Hoese & Co LLP200$1.67K0.00%00.0%Unchanged
American State Bank (Iowa)200$1.67K0.00%00.0%Unchanged
AllSquare Wealth Management LLC200$1.67K0.00%00.0%Unchanged
Front Row Advisors LLC200$1.68K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC200$1.68K0.00%00.0%Unchanged
Stephens Consulting, LLC215$1.79K0.00%00.0%Unchanged
Salomon & Ludwin, LLC225$1.87K0.00%+225New
Colonial Trust Co227$1.89K0.00%−300−56.9%Reduced
Avondale Wealth Management248$2.07K0.00%00.0%Unchanged
First Personal Financial Services250$2.08K0.00%00.0%Unchanged
Cornerstone Planning Group LLC251$2.09K0.00%−775−75.5%Reduced
Cullen/Frost Bankers, Inc.253$2.11K0.00%00.0%Unchanged
Bell Investment Advisors, Inc271$2.26K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.285$2.38K0.00%+285New
Peoples Financial Services Corp.290$2.42K0.00%00.0%Unchanged
Truvestments Capital LLC291$2.42K0.00%00.0%Unchanged
CGC Financial Services, LLC293$2.44K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.294$2.45K0.00%−99−25.2%Reduced
Headinvest, LLC300$2.48K0.00%+300New
Parkside Financial Bank & Trust300$2.50K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC300$2.50K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC300$2.50K0.00%+174+138.1%Added
Provenance Wealth Advisors, LLC300$2.50K0.00%+300New
Boyd Watterson Asset Management LLC316$2.63K0.00%00.0%Unchanged
Venturi Wealth Management, LLC318$2.65K0.00%+49+18.2%Added
ORG Partners LLC321$2.67K0.00%00.0%Unchanged
Crewe Advisors LLC330$2.75K0.00%00.0%Unchanged
Concord Wealth Partners346$2.88K0.00%00.0%Unchanged
Column Capital Advisors, LLC347$2.89K0.00%+347New
Webster Bank, N. A.348$2.90K0.00%00.0%Unchanged
Baldwin Brothers Inc399$3.32K0.00%00.0%Unchanged
Northwest Capital Management Inc400$3.33K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.400$3.33K0.00%00.0%Unchanged
Paladin Advisory Group, LLC410$3.42K0.00%00.0%Unchanged
Sound Income Strategies, LLC419$3.49K0.00%+419New
Bogart Wealth, LLC423$3.52K0.00%−24−5.4%Reduced
Harbor Investment Advisory, LLC450$3.75K0.00%−256−36.3%Reduced
Laurel Wealth Advisors LLC455$3.79K0.00%00.0%Unchanged
Compass Wealth Management LLC455$3.79K0.00%+455New
Johnson Midwest Financial, LLC470$3.92K0.01%00.0%Unchanged
MCF Advisors LLC480$4.00K0.00%00.0%Unchanged
Asset Dedication, LLC356$4.00K0.00%00.0%Unchanged
Briaud Financial Planning, Inc508$4.00K0.00%+508New
America First Investment Advisors, LLC500$4.17K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.500$4.17K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group523$4.36K0.00%−200−27.7%Reduced
Northwest Investment Counselors, LLC525$4.37K0.00%+25+5.0%Added
Lee Financial Co528$4.40K0.00%+77+17.1%Added