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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 28,338 | $233.2K | 0.01% | +28,338 | New |
| Avantax Advisory Services, Inc. | 28,231 | $232.3K | 0.00% | −6,399−18.5% | Reduced |
| Equitable Holdings, Inc. | 28,161 | $231.8K | 0.00% | −81−0.3% | Reduced |
| Pacer Advisors, Inc. | 28,107 | $231.3K | 0.00% | −1,071−3.7% | Reduced |
| GQG Partners LLC | 27,732 | $228.2K | 0.00% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 27,419 | $225.7K | 0.17% | +2,798+11.4% | Added |
| Valeo Financial Advisors, LLC | 27,370 | $225.3K | 0.01% | −838−3.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 27,382 | $225.0K | 0.00% | +23,850+675.3% | Added |
| Veriti Management LLC | 27,319 | $224.8K | 0.02% | +10,947+66.9% | Added |
| Park Place Capital Corp | 27,284 | $224.5K | 0.09% | −703−2.5% | Reduced |
| Whittier Trust Co | 27,265 | $224.4K | 0.00% | −100−0.4% | Reduced |
| Baron Wealth Management LLC | 26,753 | $220.2K | 0.12% | +2,948+12.4% | Added |
| GWM Advisors LLC | 26,500 | $218.9K | 0.00% | +6,703+33.9% | Added |
| Susquehanna International Group, LLP | 26,402 | $217.3K | 0.00% | +26,402 | New |
| Equity Investment Corp | 24,570 | $202.2K | 0.01% | −3,885,806−99.4% | Reduced |
| Morningstar Investment Services LLC | 24,001 | $199.0K | 0.00% | +12,367+106.3% | Added |
| Thrivent Financial for Lutherans | 24,103 | $198.0K | 0.00% | +486+2.1% | Added |
| MAI Capital Management | 24,053 | $198.0K | 0.00% | +2,827+13.3% | Added |
| Atria Wealth Solutions, Inc. | 24,051 | $197.9K | 0.00% | +992+4.3% | Added |
| National Asset Management, Inc. | 23,805 | $195.9K | 0.01% | −5,519−18.8% | Reduced |
| Liontrust Investment Partners LLP | 23,659 | $194.7K | 0.00% | −16,036−40.4% | Reduced |
| Icon Wealth Advisors, LLC | 23,163 | $190.6K | 0.02% | +23,163 | New |
| Balentine LLC | 22,903 | $188.5K | 0.01% | −2,792−10.9% | Reduced |
| Sawtooth Solutions, LLC | 22,733 | $187.1K | 0.01% | +10,247+82.1% | Added |
| O'Shaughnessy Asset Management, LLC | 22,564 | $185.7K | 0.00% | +2,346+11.6% | Added |
| Quadrant Capital Group LLC | 22,411 | $184.4K | 0.02% | −18,159−44.8% | Reduced |
| Global Retirement Partners, LLC | 21,602 | $183.4K | 0.01% | +318+1.5% | Added |
| Dorsey & Whitney Trust CO LLC | 22,054 | $181.5K | 0.01% | +992+4.7% | Added |
| Laird Norton Trust Company, LLC | 21,828 | $179.6K | 0.02% | +21,828 | New |
| Keystone Financial Group | 21,665 | $178.3K | 0.03% | −196−0.9% | Reduced |
| UBS Oconnor LLC | 21,500 | $176.9K | 0.01% | −52,685−71.0% | Reduced |
| Commerce Bank | 21,484 | $176.8K | 0.00% | −1,452−6.3% | Reduced |
| Principal Securities, Inc. | 21,406 | $176.2K | 0.01% | +21,406 | New |
| Fractal Investments LLC | 21,106 | $173.7K | 0.04% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 20,929 | $172.2K | 0.03% | −2,252−9.7% | Reduced |
| Bessemer Group Inc | 20,861 | $172.0K | 0.00% | +5,789+38.4% | Added |
| Ariston Services Group | 20,897 | $172.0K | 0.17% | +20,897 | New |
| Blue Barn Wealth, LLC | 20,858 | $171.7K | 0.10% | +1,425+7.3% | Added |
| Advisors Asset Management, Inc. | 20,798 | $171.2K | 0.00% | −10,527−33.6% | Reduced |
| IHT Wealth Management, LLC | 20,654 | $170.0K | 0.01% | +1,511+7.9% | Added |
| Personal Cfo Solutions, LLC | 20,600 | $169.5K | 0.03% | +3,115+17.8% | Added |
| Moors & Cabot, Inc. | 20,600 | $169.5K | 0.01% | −400−1.9% | Reduced |
| JJJ Advisors Inc. | 20,590 | $169.5K | 0.04% | +1,010+5.2% | Added |
| Baird Financial Group, Inc. | 20,451 | $168.3K | 0.00% | +1,865+10.0% | Added |
| AlphaCore Capital LLC | 20,417 | $168.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 20,075 | $165.2K | 0.00% | +8,322+70.8% | Added |
| Procyon Private Wealth Partners, LLC | 19,952 | $164.2K | 0.01% | +4,105+25.9% | Added |
| Ellevest, Inc. | 18,896 | $155.5K | 0.01% | +18,896 | New |
| Seven Mile Advisory | 18,869 | $155.3K | 0.13% | +4,607+32.3% | Added |
| Axxcess Wealth Management, LLC | 18,836 | $155.0K | 0.00% | +2,156+12.9% | Added |
| CWM, LLC | 18,606 | $153.0K | 0.00% | +2,156+13.1% | Added |
| Stratos Wealth Partners, LTD. | 18,586 | $153.0K | 0.00% | +98+0.5% | Added |
| Resonant Capital Advisors, LLC | 18,461 | $151.9K | 0.01% | −1,886−9.3% | Reduced |
| Marotta Asset Management | 18,395 | $151.4K | 0.03% | −204−1.1% | Reduced |
| HSBC Holdings PLC | 18,255 | $150.2K | 0.00% | +3,667+25.1% | Added |
| Riverbridge Partners LLC | 18,127 | $149.2K | 0.00% | +18,127 | New |
| DFPG Investments, LLC | 17,807 | $148.5K | 0.01% | −1,549−8.0% | Reduced |
| Argent Trust Co | 18,029 | $148.4K | 0.01% | −4,322−19.3% | Reduced |
| Lincoln National Corp | 17,913 | $147.4K | 0.00% | −46−0.3% | Reduced |
| EP Wealth Advisors, LLC | 17,894 | $147.3K | 0.00% | −1,629−8.3% | Reduced |
| Financial Advocates Investment Management | 17,592 | $144.8K | 0.01% | +2,743+18.5% | Added |
| Mesirow Financial Investment Management, Inc. | 17,579 | $144.7K | 0.01% | +17,579 | New |
| Ballentine Partners, LLC | 17,519 | $144.2K | 0.00% | −3,574−16.9% | Reduced |
| Apollon Wealth Management, LLC | 17,345 | $142.7K | 0.00% | +5,327+44.3% | Added |
| Kestra Private Wealth Services, LLC | 17,115 | $140.9K | 0.00% | +182+1.1% | Added |
| Legacy Financial Advisors, Inc. | 17,099 | $140.7K | 0.03% | +3,041+21.6% | Added |
| Gabelli Funds LLC | 17,000 | $139.9K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 16,956 | $139.5K | 0.00% | −855−4.8% | Reduced |
| Sanders Morris Harris LLC | 16,000 | $138.2K | 0.07% | −700−4.2% | Reduced |
| Level Four Advisory Services, LLC | 16,765 | $138.0K | 0.01% | −1,725−9.3% | Reduced |
| National Bank of Canada | 16,702 | $137.4K | 0.00% | −2,785−14.3% | Reduced |
| Flagship Harbor Advisors, LLC | 16,521 | $136.0K | 0.01% | +2,171+15.1% | Added |
| Cornerstone Wealth Management, LLC | 16,436 | $135.3K | 0.01% | −24,297−59.6% | Reduced |
| CWA Asset Management Group, LLC | 16,000 | $131.7K | 0.01% | +221+1.4% | Added |
| Independent Advisor Alliance | 15,653 | $128.8K | 0.00% | +15,653 | New |
| Pinnacle Financial Partners Inc | 15,624 | $128.6K | 0.00% | +1,123+7.7% | Added |
| Boston Private Wealth LLC | 15,590 | $128.3K | 0.00% | +1,132+7.8% | Added |
| Blair William & Co | 15,552 | $128.0K | 0.00% | −361−2.3% | Reduced |
| Investors Research Corp | 15,548 | $128.0K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 15,539 | $127.9K | 0.01% | −131−0.8% | Reduced |
| FirstPurpose Wealth LLC | 15,463 | $127.3K | 0.05% | +3,101+25.1% | Added |
| Scotia Capital Inc. | 15,253 | $125.5K | 0.00% | +153+1.0% | Added |
| Chapin Davis, Inc. | 15,147 | $124.7K | 0.05% | −380−2.4% | Reduced |
| Cardiff Park Advisors, LLC | 14,961 | $123.1K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 14,869 | $122.4K | 0.01% | +14,869 | New |
| Beacon Pointe Advisors, LLC | 14,600 | $120.2K | 0.00% | +629+4.5% | Added |
| Federation des caisses Desjardins du Quebec | 14,577 | $120.0K | 0.00% | −3,432−19.1% | Reduced |
| Assetmark, Inc | 14,405 | $118.6K | 0.00% | +2,929+25.5% | Added |
| Steward Partners Investment Advisory, LLC | 14,323 | $117.9K | 0.00% | −654−4.4% | Reduced |
| EverSource Wealth Advisors, LLC | 14,242 | $117.2K | 0.01% | +417+3.0% | Added |
| Horizon Kinetics Asset Management LLC | 14,082 | $115.9K | 0.00% | −591−4.0% | Reduced |
| Logan Capital Management Inc | 13,900 | $114.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13,769 | $113.3K | 0.00% | −709−4.9% | Reduced |
| Clear Street Markets LLC | 13,746 | $113.0K | 0.05% | +13,646+13,646.0% | Added |
| Wallace Advisory Group, LLC | 13,329 | $111.0K | 0.09% | −894−6.3% | Reduced |
| Aull & Monroe Investment Management Corp | 13,484 | $111.0K | 0.05% | −2,600−16.2% | Reduced |
| Sage Mountain Advisors LLC | 13,434 | $110.6K | 0.01% | −134−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 13,211 | $109.0K | 0.00% | −9,579−42.0% | Reduced |
| Cetera Advisors LLC | 13,134 | $108.1K | 0.00% | −4,194−24.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 13,125 | $108.0K | 0.11% | −400−3.0% | Reduced |