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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 291 | $2.42K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 290 | $2.42K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 285 | $2.38K | 0.00% | +285 | New |
| Bell Investment Advisors, Inc | 271 | $2.26K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 253 | $2.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 251 | $2.09K | 0.00% | −775−75.5% | Reduced |
| First Personal Financial Services | 250 | $2.08K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 248 | $2.07K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 227 | $1.89K | 0.00% | −300−56.9% | Reduced |
| Salomon & Ludwin, LLC | 225 | $1.87K | 0.00% | +225 | New |
| Stephens Consulting, LLC | 215 | $1.79K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $1.68K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $1.68K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $1.67K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 200 | $1.67K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $1.67K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 187 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 185 | $1.54K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 183 | $1.52K | 0.00% | +103+128.8% | Added |
| Financial Synergies Wealth Advisors, Inc. | 180 | $1.50K | 0.00% | +180 | New |
| Hallmark Capital Management Inc | 175 | $1.46K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 175 | $1.46K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 169 | $1.41K | 0.00% | +109+181.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 160 | $1.33K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 150 | $1.25K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 147 | $1.23K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 147 | $1.23K | 0.00% | +147 | New |
| Pacific Center for Financial Services | 144 | $1.20K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 140 | $1.18K | 0.00% | +140 | New |
| NewSquare Capital LLC | 134 | $1.12K | 0.00% | −20−13.0% | Reduced |
| Bank of New Hampshire | 130 | $1.08K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motco | 115 | $958 | 0.00% | +68+144.7% | Added |
| Nalls Sherbakoff Group, LLC | 113 | $942 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $900 | 0.00% | – | – |
| Oakworth Capital, Inc. | 100 | $833 | 0.00% | −807−89.0% | Reduced |
| Norwood Financial Corp | 100 | $833 | 0.00% | −490−83.1% | Reduced |
| Toronto Dominion Bank | 100 | $833 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 100 | $833 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $833 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $833 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 95 | $791 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 78 | $654 | 0.00% | −78−50.0% | Reduced |
| HHM Wealth Advisors, LLC | 59 | $492 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 56 | $467 | 0.00% | −40−41.7% | Reduced |
| DB Wealth Management Group, LLC | 55 | $458 | 0.00% | +55 | New |
| Retirement Group, LLC | 50 | $417 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 50 | $417 | 0.00% | +50 | New |
| GHP Investment Advisors, Inc. | 50 | $406 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 48 | $400 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 46 | $383 | 0.00% | +46 | New |
| True Wealth Design, LLC | 43 | $359 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 41 | $342 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 35 | $292 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $283 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 31 | $262 | 0.00% | +3+10.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30 | $250 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $250 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $217 | 0.00% | +26 | New |
| Hoey Investments, Inc | 24 | $200 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 22 | $183 | 0.00% | −170−88.5% | Reduced |
| Delos Wealth Advisors, LLC | 22 | $181 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $116 | 0.00% | +14 | New |
| Bangor Savings Bank | 12 | $100 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 10 | $83 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1 | $8 | 0.00% | −1−50.0% | Reduced |
| Natixis | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 17 | – | – | +17 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −7,418,956−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −1,705,032−100.0% | Sold out |
| Clifford Capital Partners LLC | 0 | $0 | 0.00% | −1,041,710−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −239,900−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −206,054−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −123,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −122,182−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −103,144−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −86,920−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −72,460−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −66,865−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −50,593−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −44,244−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −35,427−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −29,955−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −25,722−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −20,612−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −19,841−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −15,490−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −14,186−100.0% | Sold out |
| Flossbach Von Storch AG | 0 | $0 | 0.00% | −13,885−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −12,361−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −11,623−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −11,320−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −11,317−100.0% | Sold out |
| Bigelow Investment Advisors, LLC | 0 | $0 | 0.00% | −11,225−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −11,162−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,072−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −10,673−100.0% | Sold out |