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 |
|---|---|---|---|---|---|
| Godsey & Gibb Associates | 1,650 | $13.7K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,650 | $13.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,607 | $13.4K | 0.00% | +422+35.6% | Added |
| Colonial Trust Advisors | 1,519 | $12.7K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,459 | $12.2K | 0.00% | −160−9.9% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,451 | $12.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,487 | $12.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,352 | $11.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,346 | $11.0K | 0.00% | −339−20.1% | Reduced |
| Farmers & Merchants Investments Inc | 1,288 | $10.7K | 0.00% | −205−13.7% | Reduced |
| Global Financial Private Client, LLC | 1,275 | $10.5K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,250 | $10.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,201 | $10.0K | 0.00% | −282−19.0% | Reduced |
| Roble, Belko & Company, Inc | 1,177 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,176 | $9.80K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,150 | $9.58K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,119 | $9.32K | 0.00% | −267−19.3% | Reduced |
| PSI Advisors, LLC | 1,113 | $9.27K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 1,100 | $9.16K | 0.01% | +1,100 | New |
| Operose Advisors LLC | 1,096 | $9.13K | 0.00% | +1,096 | New |
| Rosenberg Matthew Hamilton | 1,095 | $9.12K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,028 | $9.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,040 | $9.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,035 | $8.62K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,017 | $8.47K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $8.33K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 983 | $8.19K | 0.00% | +983 | New |
| SRS Capital Advisors, Inc. | 981 | $8.17K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 980 | $8.16K | 0.00% | −300−23.4% | Reduced |
| Financial Management Professionals, Inc. | 903 | $8.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 950 | $8.00K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 915 | $8.00K | 0.00% | +39+4.5% | Added |
| Highlander Capital Management, LLC | 966 | $8.00K | 0.00% | +700+263.2% | Added |
| Sandy Spring Bank | 957 | $7.97K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 884 | $7.36K | 0.00% | +406+84.9% | Added |
| Plante Moran Financial Advisors, LLC | 883 | $7.36K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 865 | $7.20K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 852 | $7.10K | 0.00% | −58−6.4% | Reduced |
| TSFG, LLC | 836 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 820 | $6.83K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 804 | $6.70K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 800 | $6.66K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 800 | $6.66K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 800 | $6.66K | 0.00% | +800 | New |
| Jackson, Grant Investment Advisers, Inc. | 798 | $6.65K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 750 | $6.25K | 0.00% | +500+200.0% | Added |
| Toth Financial Advisory Corp | 745 | $6.21K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 722 | $6.02K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 700 | $5.83K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 682 | $5.68K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 680 | $5.66K | 0.00% | −63−8.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 676 | $5.63K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 674 | $5.61K | 0.00% | +674 | New |
| Register Financial Advisors LLC | 669 | $5.57K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $5.30K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 622 | $5.18K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 615 | $5.12K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 602 | $5.01K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $5.00K | 0.00% | −455−43.1% | Reduced |
| Larson Financial Group LLC | 598 | $4.98K | 0.00% | +300+100.7% | Added |
| Tucker Asset Management LLC | 596 | $4.96K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 584 | $4.87K | 0.00% | −91−13.5% | Reduced |
| First Command Advisory Services, Inc. | 573 | $4.77K | 0.00% | +573 | New |
| Beacon Capital Management, LLC | 547 | $4.58K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 537 | $4.47K | 0.00% | +103+23.7% | Added |
| Chesapeake Asset Management LLC | 530 | $4.41K | 0.00% | −1,305−71.1% | Reduced |
| Lee Financial Co | 528 | $4.40K | 0.00% | +77+17.1% | Added |
| Northwest Investment Counselors, LLC | 525 | $4.37K | 0.00% | +25+5.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 523 | $4.36K | 0.00% | −200−27.7% | Reduced |
| America First Investment Advisors, LLC | 500 | $4.17K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 500 | $4.17K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 356 | $4.00K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 508 | $4.00K | 0.00% | +508 | New |
| MCF Advisors LLC | 480 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 470 | $3.92K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 455 | $3.79K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 455 | $3.79K | 0.00% | +455 | New |
| Harbor Investment Advisory, LLC | 450 | $3.75K | 0.00% | −256−36.3% | Reduced |
| Bogart Wealth, LLC | 423 | $3.52K | 0.00% | −24−5.4% | Reduced |
| Sound Income Strategies, LLC | 419 | $3.49K | 0.00% | +419 | New |
| Paladin Advisory Group, LLC | 410 | $3.42K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 400 | $3.33K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 400 | $3.33K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 399 | $3.32K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 348 | $2.90K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 347 | $2.89K | 0.00% | +347 | New |
| Concord Wealth Partners | 346 | $2.88K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 330 | $2.75K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 321 | $2.67K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 318 | $2.65K | 0.00% | +49+18.2% | Added |
| Boyd Watterson Asset Management LLC | 316 | $2.63K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 300 | $2.50K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $2.50K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 300 | $2.50K | 0.00% | +174+138.1% | Added |
| Provenance Wealth Advisors, LLC | 300 | $2.50K | 0.00% | +300 | New |
| Headinvest, LLC | 300 | $2.48K | 0.00% | +300 | New |
| Brown, Lisle/Cummings, Inc. | 294 | $2.45K | 0.00% | −99−25.2% | Reduced |
| CGC Financial Services, LLC | 293 | $2.44K | 0.00% | 00.0% | Unchanged |