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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sustainable Growth Advisers, LP | 27,382 | $228.1K | 0.00% | +3,896+16.6% | Added |
| Whittier Trust Co | 27,365 | $227.9K | 0.00% | −100−0.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 26,851 | $224.8K | 0.08% | −3,275−10.9% | Reduced |
| Vise Technologies, Inc. | 26,971 | $224.7K | 0.06% | −4,632−14.7% | Reduced |
| TD Waterhouse Canada Inc. | 25,406 | $223.5K | 0.00% | +1,938+8.3% | Added |
| Two Sigma Advisers, LP | 26,800 | $223.2K | 0.00% | +26,800 | New |
| Balentine LLC | 25,695 | $214.0K | 0.01% | −252−1.0% | Reduced |
| Defined Wealth Management, LLC | 24,621 | $205.1K | 0.17% | +48+0.2% | Added |
| Icon Wealth Partners, LLC | 24,080 | $200.6K | 0.02% | −843−3.4% | Reduced |
| Cook Wealth Management Group LLC | 30,946 | $200.3K | 0.15% | +9,022+41.2% | Added |
| Pathstone Family Office, LLC | 23,804 | $198.7K | 0.00% | +23,804 | New |
| Baron Wealth Management LLC | 23,805 | $198.3K | 0.13% | +11,207+89.0% | Added |
| Great Lakes Retirement, Inc. | 23,181 | $194.2K | 0.03% | −3,101−11.8% | Reduced |
| Thrivent Financial for Lutherans | 23,617 | $194.0K | 0.00% | +986+4.4% | Added |
| Legacy Capital Wealth Partners, LLC | 23,288 | $194.0K | 0.05% | +23,288 | New |
| Atria Wealth Solutions, Inc. | 23,059 | $192.6K | 0.00% | −7,178−23.7% | Reduced |
| Commerce Bank | 22,936 | $191.1K | 0.00% | +6,237+37.3% | Added |
| Ronald Blue Trust, Inc. | 22,790 | $191.0K | 0.00% | +7,543+49.5% | Added |
| Argent Trust Co | 22,351 | $186.2K | 0.01% | −2,020−8.3% | Reduced |
| Keystone Financial Group | 21,861 | $182.1K | 0.03% | −728−3.2% | Reduced |
| Global Retirement Partners, LLC | 21,284 | $178.1K | 0.01% | −231−1.1% | Reduced |
| MAI Capital Management | 21,226 | $176.8K | 0.00% | +21,226 | New |
| Fractal Investments LLC | 21,106 | $175.8K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 21,093 | $175.7K | 0.00% | −375−1.7% | Reduced |
| Vident Advisory, LLC | 21,088 | $175.7K | 0.01% | +21,088 | New |
| Dorsey & Whitney Trust CO LLC | 21,062 | $175.4K | 0.02% | +7,449+54.7% | Added |
| Moors & Cabot, Inc. | 21,000 | $174.9K | 0.01% | −990−4.5% | Reduced |
| Snowden Capital Advisors LLC | 20,572 | $171.4K | 0.01% | −61,420−74.9% | Reduced |
| Resonant Capital Advisors, LLC | 20,347 | $170.4K | 0.02% | +144+0.7% | Added |
| AlphaCore Capital LLC | 20,417 | $170.1K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 20,218 | $168.4K | 0.00% | +3,996+24.6% | Added |
| GWM Advisors LLC | 19,797 | $164.9K | 0.00% | +4,423+28.8% | Added |
| JJJ Advisors Inc. | 19,580 | $163.4K | 0.04% | −319−1.6% | Reduced |
| Jump Financial, LLC | 19,593 | $163.2K | 0.01% | +19,593 | New |
| EP Wealth Advisors, LLC | 19,523 | $162.6K | 0.00% | +3,668+23.1% | Added |
| Blue Barn Wealth, LLC | 19,433 | $161.9K | 0.11% | −380−1.9% | Reduced |
| National Bank of Canada | 19,487 | $160.5K | 0.00% | −15,123−43.7% | Reduced |
| IHT Wealth Management, LLC | 19,143 | $159.5K | 0.01% | +1,122+6.2% | Added |
| DFPG Investments, LLC | 19,356 | $156.6K | 0.01% | −18,592−49.0% | Reduced |
| Marotta Asset Management | 18,599 | $154.9K | 0.04% | −327−1.7% | Reduced |
| Baird Financial Group, Inc. | 18,586 | $154.8K | 0.00% | −4,165−18.3% | Reduced |
| Level Four Advisory Services, LLC | 18,490 | $154.0K | 0.01% | −2,620−12.4% | Reduced |
| Stratos Wealth Partners, LTD. | 18,488 | $154.0K | 0.00% | +956+5.5% | Added |
| Comerica Securities,inc. | 17,975 | $150.6K | 0.01% | +4,057+29.1% | Added |
| Federation des caisses Desjardins du Quebec | 18,009 | $150.0K | 0.00% | −1,039−5.5% | Reduced |
| Kingsview Wealth Management, LLC | 17,968 | $149.7K | 0.01% | −2,191−10.9% | Reduced |
| Lincoln National Corp | 17,959 | $149.6K | 0.00% | −1,500−7.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 17,811 | $148.4K | 0.01% | −795−4.3% | Reduced |
| Personal Cfo Solutions, LLC | 17,485 | $145.7K | 0.03% | +5,028+40.4% | Added |
| Cetera Advisors LLC | 17,328 | $144.3K | 0.00% | +1,711+11.0% | Added |
| Gabelli Funds LLC | 17,000 | $141.6K | 0.00% | +3,000+21.4% | Added |
| Kestra Private Wealth Services, LLC | 16,933 | $141.1K | 0.00% | +2,478+17.1% | Added |
| Advisory Services Network, LLC | 16,741 | $139.5K | 0.00% | +2,031+13.8% | Added |
| Axxcess Wealth Management, LLC | 16,680 | $138.9K | 0.00% | +1,166+7.5% | Added |
| Sanders Morris Harris LLC | 16,700 | $138.2K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 16,450 | $137.0K | 0.00% | +218+1.3% | Added |
| Veriti Management LLC | 16,372 | $136.4K | 0.02% | +1,056+6.9% | Added |
| First City Capital Management, Inc. | 16,210 | $135.0K | 0.08% | −117−0.7% | Reduced |
| Ameritas Advisory Services, LLC | 16,344 | $135.0K | 0.01% | +460+2.9% | Added |
| Aull & Monroe Investment Management Corp | 16,084 | $134.0K | 0.07% | +232+1.5% | Added |
| Blair William & Co | 15,913 | $132.6K | 0.00% | −5,095−24.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,847 | $132.0K | 0.01% | +15,847 | New |
| CWA Asset Management Group, LLC | 15,779 | $131.4K | 0.01% | −270−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 15,670 | $130.5K | 0.01% | −40−0.3% | Reduced |
| Sigma Planning Corp | 15,590 | $129.9K | 0.00% | +1,167+8.1% | Added |
| Investors Research Corp | 15,548 | $129.5K | 0.03% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 15,527 | $129.3K | 0.06% | −1,195−7.1% | Reduced |
| Bessemer Group Inc | 15,072 | $126.0K | 0.00% | −2,086−12.2% | Reduced |
| Scotia Capital Inc. | 15,100 | $125.8K | 0.00% | +135+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 14,977 | $124.8K | 0.00% | +1,585+11.8% | Added |
| Cardiff Park Advisors, LLC | 14,961 | $124.6K | 0.02% | +14,961 | New |
| Financial Advocates Investment Management | 14,849 | $123.7K | 0.01% | +1,408+10.5% | Added |
| Savant Capital, LLC | 14,804 | $123.3K | 0.00% | +3,230+27.9% | Added |
| Horizon Kinetics Asset Management LLC | 14,673 | $122.2K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,588 | $121.5K | 0.00% | +14,588 | New |
| Pinnacle Financial Partners Inc | 14,501 | $120.8K | 0.00% | −435−2.9% | Reduced |
| First Horizon Advisors, Inc. | 14,478 | $120.6K | 0.00% | +5,038+53.4% | Added |
| Boston Private Wealth LLC | 14,458 | $120.4K | 0.00% | −1,890−11.6% | Reduced |
| Flagship Harbor Advisors, LLC | 14,350 | $119.5K | 0.01% | −116−0.8% | Reduced |
| Wallace Advisory Group, LLC | 14,223 | $119.2K | 0.09% | +275+2.0% | Added |
| Seven Mile Advisory | 14,262 | $118.8K | 0.12% | +2,200+18.2% | Added |
| Legacy Financial Advisors, Inc. | 14,058 | $117.1K | 0.02% | +1,962+16.2% | Added |
| Beacon Pointe Advisors, LLC | 13,971 | $116.4K | 0.00% | +410+3.0% | Added |
| Logan Capital Management Inc | 13,900 | $115.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13,825 | $115.2K | 0.01% | +330+2.4% | Added |
| Sage Rhino Capital LLC | 13,699 | $114.1K | 0.03% | +887+6.9% | Added |
| Sage Mountain Advisors LLC | 13,568 | $113.0K | 0.02% | +13,568 | New |
| Lakeview Capital Partners, LLC | 13,528 | $112.7K | 0.02% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 13,525 | $112.7K | 0.13% | −300−2.2% | Reduced |
| Seven Eight Capital, LP | 13,265 | $110.5K | 0.01% | +3,218+32.0% | Added |
| Kovack Advisors, Inc. | 13,135 | $109.4K | 0.02% | −113−0.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 13,000 | $108.3K | 0.03% | 00.0% | Unchanged |
| Wright Investors Service Inc | 12,905 | $107.5K | 0.03% | +1,803+16.2% | Added |
| Buckingham Strategic Wealth, LLC | 12,747 | $106.2K | 0.00% | +467+3.8% | Added |
| Ballew Advisors, Inc | 12,594 | $105.4K | 0.09% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 12,618 | $105.1K | 0.00% | +1,170+10.2% | Added |
| Aureus Asset Management, LLC | 12,531 | $104.4K | 0.01% | +12,531 | New |
| Old National Bancorp | 12,515 | $104.2K | 0.00% | −668−5.1% | Reduced |
| Sawtooth Solutions, LLC | 12,486 | $104.0K | 0.00% | −2,607−17.3% | Reduced |
| Bleakley Financial Group, LLC | 12,486 | $104.0K | 0.00% | −2,607−17.3% | Reduced |