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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 455 | $3.75K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 455 | $3.75K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 480 | $3.95K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 600 | $4.00K | 0.00% | +600 | New |
| Scarborough Advisors, LLC | 486 | $4.00K | 0.00% | +486 | New |
| Gradient Investments LLC | 494 | $4.07K | 0.00% | −186−27.4% | Reduced |
| America First Investment Advisors, LLC | 500 | $4.12K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 500 | $4.12K | 0.00% | +500 | New |
| Oliver Lagore Vanvalin Investment Group | 523 | $4.30K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 523 | $4.30K | 0.00% | +523 | New |
| Lee Financial Co | 528 | $4.35K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 530 | $4.36K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 537 | $4.42K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 550 | $4.53K | 0.00% | −315−36.4% | Reduced |
| First Command Advisory Services, Inc. | 573 | $4.72K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 580 | $4.77K | 0.00% | +580 | New |
| Main Street Group, LTD | 580 | $4.77K | 0.00% | +580 | New |
| Larson Financial Group LLC | 598 | $4.92K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 598 | $4.92K | 0.00% | +598 | New |
| Caldwell Trust Co | 600 | $4.94K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 602 | $4.95K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 675 | $5.00K | 0.00% | +1+0.1% | Added |
| South State Corp. | 615 | $5.06K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 623 | $5.13K | 0.00% | +1+0.2% | Added |
| Cranbrook Wealth Management, LLC | 636 | $5.24K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 676 | $5.56K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 678 | $5.58K | 0.00% | −441−39.4% | Reduced |
| Independence Bank of Kentucky | 680 | $5.60K | 0.00% | −300−30.6% | Reduced |
| Sittner & Nelson, LLC | 681 | $5.61K | 0.00% | −1,294−65.5% | Reduced |
| Piscataqua Savings Bank | 682 | $5.61K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 692 | $5.70K | 0.00% | +273+65.2% | Added |
| Missouri Trust & Investment Co | 709 | $5.83K | 0.00% | +709 | New |
| Financial Connections Group, Inc. | 741 | $6.00K | 0.00% | +741 | New |
| Transcendent Capital Group LLC | 743 | $6.12K | 0.00% | +743 | New |
| Toth Financial Advisory Corp | 745 | $6.13K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 753 | $6.19K | 0.00% | +3+0.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 798 | $6.57K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 800 | $6.58K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 800 | $6.58K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 803 | $6.61K | 0.00% | +803 | New |
| MV Capital Management, Inc. | 804 | $6.62K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 820 | $6.75K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 833 | $6.86K | 0.00% | −1,340−61.7% | Reduced |
| Provenance Wealth Advisors, LLC | 847 | $6.97K | 0.00% | +547+182.3% | Added |
| Deutsche Bank AG | 850 | $7.00K | 0.00% | −2,962−77.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 898 | $7.00K | 0.00% | +898 | New |
| Plante Moran Financial Advisors, LLC | 883 | $7.27K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 886 | $7.29K | 0.00% | +2+0.2% | Added |
| Winch Advisory Services, LLC | 955 | $7.86K | 0.00% | +5+0.5% | Added |
| Sandy Spring Bank | 957 | $7.88K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 966 | $7.95K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,083 | $8.00K | 0.00% | −8,817−89.1% | Reduced |
| Valley National Advisers Inc | 1,028 | $8.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 984 | $8.10K | 0.00% | +284+40.6% | Added |
| Park Circle Co | 1,000 | $8.23K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,017 | $8.37K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,064 | $8.76K | 0.00% | −136−11.3% | Reduced |
| BKM Wealth Management, LLC | 1,070 | $8.81K | 0.00% | +1,070 | New |
| Bartlett & Co. Wealth Management LLC | 1,080 | $8.94K | 0.00% | −569−34.5% | Reduced |
| Creative Financial Designs Inc | 1,088 | $8.96K | 0.00% | +53+5.1% | Added |
| Bartlett & Co. LLC | 1,080 | $9.00K | 0.00% | −569−34.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,095 | $9.01K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 1,100 | $9.05K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 1,150 | $9.46K | 0.01% | +1,150 | New |
| Tortoise Investment Management, LLC | 1,200 | $9.88K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,201 | $9.88K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,177 | $10.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,181 | $10.0K | 0.00% | +266+29.1% | Added |
| DT Investment Partners, LLC | 1,250 | $10.3K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,268 | $10.4K | 0.01% | +1,268 | New |
| Global Financial Private Client, LLC | 1,275 | $10.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,288 | $10.6K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 1,313 | $10.8K | 0.00% | +330+33.6% | Added |
| Tradition Wealth Management, LLC | 1,346 | $11.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,352 | $11.1K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,451 | $11.9K | 0.00% | +1,451 | New |
| Foster Dykema Cabot & Partners, LLC | 1,451 | $11.9K | 0.00% | +1,451 | New |
| Coston, McIsaac & Partners | 1,487 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,515 | $12.5K | 0.00% | −259−14.6% | Reduced |
| Colonial Trust Advisors | 1,519 | $12.5K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,537 | $12.7K | 0.00% | +1,537 | New |
| Optimum Investment Advisors | 1,568 | $12.9K | 0.01% | −800−33.8% | Reduced |
| Jones Financial Companies LLLP | 1,607 | $13.2K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,630 | $13.4K | 0.01% | +1,630 | New |
| West Branch Capital LLC | 1,650 | $13.6K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,734 | $14.0K | 0.01% | −526−23.3% | Reduced |
| Financial Management Professionals, Inc. | 1,704 | $14.0K | 0.00% | +801+88.7% | Added |
| Glen Eagle Advisors, LLC | 1,745 | $14.4K | 0.00% | +1+0.1% | Added |
| HM Payson & Co | 1,810 | $14.9K | 0.00% | −450−19.9% | Reduced |
| Ancora Advisors, LLC | 1,854 | $15.3K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,925 | $15.8K | 0.00% | +47+2.5% | Added |
| SOA Wealth Advisors, LLC. | 2,029 | $16.7K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,058 | $16.9K | 0.00% | +209+11.3% | Added |
| Princeton Global Asset Management LLC | 2,194 | $18.1K | 0.00% | +1,044+90.8% | Added |
| Key Financial Inc | 2,284 | $18.8K | 0.01% | +1,108+94.2% | Added |
| City Holding Co | 2,365 | $19.5K | 0.00% | −74−3.0% | Reduced |
| GAMMA Investing LLC | 2,430 | $19.9K | 0.01% | +2,430 | New |
| Pin Oak Investment Advisors Inc | 2,480 | $20.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,611 | $21.5K | 0.00% | +50+2.0% | Added |
| JFS Wealth Advisors, LLC | 2,675 | $22.0K | 0.00% | +610+29.5% | Added |