Skip to main content

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, Q4 2023

Institutional positions in Haleon plc as of Dec 31, 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
592
+31 vs. Q3 2023
Shares held
394.1M
+3.16M (+0.8%) vs. Q3 2023
Total value
$3.24B
−$12.7M (−0.4%) vs. Q3 2023
New holders
91
181 more added
Sold out
60
185 more reduced

9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 592 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 heldQ4 2023: $3.24B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q3 2023.

Institutions holding HLN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Keener Financial Planning LLC58$00.00%+58New
Natixis1$80.00%00.0%Unchanged
Leonteq Securities AG1$80.00%00.0%Unchanged
Caitlin John, LLC3$250.00%+3New
Wolff Wiese Magana LLC6$500.00%−50−89.3%Reduced
Focused Wealth Management, Inc10$820.00%00.0%Unchanged
Bangor Savings Bank12$990.00%00.0%Unchanged
Rockbridge Investment Management, LCC20$1650.00%+20New
Baystate Wealth Management LLC22$1810.00%00.0%Unchanged
Delos Wealth Advisors, LLC22$1820.00%00.0%Unchanged
Hoey Investments, Inc24$1980.00%00.0%Unchanged
Fairman Group, LLC25$2060.00%+25New
Duncker Streett & Co Inc29$2390.00%+29New
Zurcher Kantonalbank (Zurich Cantonalbank)30$2470.00%00.0%Unchanged
Versant Capital Management, Inc30$2470.00%00.0%Unchanged
Bruce G. Allen Investments, LLC31$2550.00%+31New
Raffa Wealth Management, LLC34$2800.00%00.0%Unchanged
Westside Investment Management, Inc.35$2880.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc41$3380.00%00.0%Unchanged
Motco42$3460.00%−73−63.5%Reduced
True Wealth Design, LLC43$3540.00%00.0%Unchanged
ClariVest Asset Management LLC44$3640.00%+44New
Global Wealth Management Investment Advisory, Inc.48$3950.00%00.0%Unchanged
Godsey & Gibb Associates50$4120.00%−1,600−97.0%Reduced
Retirement Group, LLC50$4120.00%00.0%Unchanged
GHP Investment Advisors, Inc.50$4120.00%00.0%Unchanged
HHM Wealth Advisors, LLC59$4860.00%00.0%Unchanged
Coppell Advisory Solutions LLC64$5270.00%+64New
Bourgeon Capital Management LLC68$5600.00%+18+36.0%Added
Tennessee Valley Asset Management Partners77$6340.00%+77New
Abound Wealth Management91$7490.00%−92−50.3%Reduced
Western Pacific Wealth Management, LP96$7860.00%+1+1.1%Added
Peoples Financial Services Corp.100$8230.00%−190−65.5%Reduced
Toronto Dominion Bank100$8230.00%00.0%Unchanged
Manchester Capital Management LLC100$8230.00%00.0%Unchanged
Oakworth Capital, Inc.100$8230.00%00.0%Unchanged
Pflug Koory, LLC100$8230.00%00.0%Unchanged
Emfo, LLC100$8230.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc100$8230.00%+100New
Aspect Partners, LLC100$8230.00%+100New
Clear Point Advisors Inc.100$8230.00%+100New
Live Oak Investment Partners–$8890.00%––
Nalls Sherbakoff Group, LLC113$9300.00%00.0%Unchanged
Able Wealth Management LLC114$9350.00%+114New
Avion Wealth100$1.00K0.00%00.0%Unchanged
Benjamin Edwards Inc150$1.00K0.00%+150New
McClarren Financial Advisors, Inc.121$1.00K0.00%+121New
JNBA Financial Advisors122$1.01K0.00%−600−83.1%Reduced
Creekmur Asset Management LLC123$1.01K0.00%+123New
NewSquare Capital LLC134$1.10K0.00%00.0%Unchanged
PSI Advisors, LLC144$1.18K0.00%−969−87.1%Reduced
Pacific Center for Financial Services144$1.19K0.00%00.0%Unchanged
Provence Wealth Management Group147$1.21K0.00%00.0%Unchanged
Washington Trust Co150$1.24K0.00%00.0%Unchanged
Raleigh Capital Management Inc.169$1.39K0.00%00.0%Unchanged
Hallmark Capital Management Inc175$1.44K0.00%00.0%Unchanged
CNB Bank175$1.44K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC188$1.55K0.00%+1+0.5%Added
Guardian Wealth Management, Inc.189$1.55K0.00%−395−67.6%Reduced
Tucker Asset Management LLC194$1.60K0.00%−402−67.4%Reduced
Prestige Wealth Management Group LLC200$1.65K0.00%00.0%Unchanged
AllSquare Wealth Management LLC200$1.65K0.00%00.0%Unchanged
American State Bank (Iowa)200$1.65K0.00%00.0%Unchanged
Monetary Management Group Inc200$1.65K0.00%+200New
Hobbs Group Advisors, LLC200$1.65K0.00%+200New
Stephens Consulting, LLC215$1.77K0.00%00.0%Unchanged
Colonial Trust Co227$1.87K0.00%00.0%Unchanged
Salomon & Ludwin, LLC225$1.87K0.00%00.0%Unchanged
Capital Analysts, LLC241$2.00K0.00%+241New
FSA Wealth Management LLC228$2.00K0.00%+228New
First Personal Financial Services250$2.06K0.00%00.0%Unchanged
Cornerstone Planning Group LLC251$2.07K0.00%00.0%Unchanged
CVA Family Office, LLC253$2.08K0.00%+253New
Venturi Wealth Management, LLC269$2.21K0.00%−49−15.4%Reduced
Bell Investment Advisors, Inc271$2.23K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.285$2.35K0.00%00.0%Unchanged
Cambridge Trust Co285$2.35K0.00%+100+54.1%Added
Truvestments Capital LLC291$2.40K0.00%00.0%Unchanged
CGC Financial Services, LLC293$2.41K0.00%00.0%Unchanged
Centennial Bank295$2.43K0.00%−5,810−95.2%Reduced
Beacon Capital Management, LLC292$2.43K0.00%−255−46.6%Reduced
Twin Lakes Capital Management, LLC300$2.47K0.00%00.0%Unchanged
WealthCollab, LLC300$2.47K0.00%+300New
Boyd Watterson Asset Management LLC316$2.60K0.00%00.0%Unchanged
Webster Bank, N. A.348$2.86K0.00%00.0%Unchanged
Sofos Investments, Inc.349$2.88K0.00%+349New
Harbor Investment Advisory, LLC359$2.96K0.00%−91−20.2%Reduced
TSFG, LLC318$3.00K0.00%−518−62.0%Reduced
Asset Dedication, LLC356$3.00K0.00%00.0%Unchanged
Broadwater Capital Management LLC375$3.09K0.00%+375New
Baldwin Brothers Inc399$3.28K0.00%00.0%Unchanged
Northwest Capital Management Inc400$3.29K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.400$3.29K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC400$3.29K0.00%+400New
Voisard Asset Management Group, Inc.400$3.29K0.00%+400New
Garner Asset Management Corp415$3.43K0.00%+415New
Bogart Wealth, LLC423$3.48K0.00%00.0%Unchanged
Thompson Investment Management, Inc.439$3.61K0.00%−1,020−69.9%Reduced
Planned Solutions, Inc.440$3.62K0.00%+440New
Parkside Financial Bank & Trust450$3.70K0.00%+150+50.0%Added