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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 13,016 | $107.1K | 0.01% | +620+5.0% | Added |
| Thoroughbred Financial Services, LLC | 13,102 | $107.0K | 0.01% | +13,102 | New |
| Ballew Advisors, Inc | 12,597 | $106.9K | 0.08% | +30.0% | Added |
| Sage Rhino Capital LLC | 12,960 | $106.7K | 0.03% | −739−5.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,926 | $106.4K | 0.01% | +12,926 | New |
| Aureus Asset Management, LLC | 12,583 | $103.6K | 0.01% | +52+0.4% | Added |
| Essex Financial Services, Inc. | 12,561 | $103.4K | 0.01% | +147+1.2% | Added |
| Quadrant Private Wealth Management, LLC | 12,467 | $102.6K | 0.03% | −14,384−53.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 12,418 | $102.2K | 0.00% | −329−2.6% | Reduced |
| Wright Investors Service Inc | 12,284 | $101.1K | 0.03% | −621−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,238 | $100.7K | 0.00% | +1,469+13.6% | Added |
| Bleakley Financial Group, LLC | 12,218 | $100.6K | 0.00% | −268−2.1% | Reduced |
| SageView Advisory Group, LLC | 12,175 | $100.2K | 0.00% | +12,175 | New |
| Lazard Asset Management LLC | 12,000 | $98.0K | 0.00% | 00.0% | Unchanged |
| Keel Point, LLC | 11,883 | $97.8K | 0.01% | +119+1.0% | Added |
| Endowment Wealth Management, Inc. | 11,706 | $96.3K | 0.08% | −10−0.1% | Reduced |
| Ironwood Financial, llc | 11,505 | $94.7K | 0.02% | 00.0% | Unchanged |
| Saturna Capital CORP | 11,500 | $94.6K | 0.00% | 00.0% | Unchanged |
| Excalibur Management Corp | 11,448 | $94.2K | 0.04% | −225−1.9% | Reduced |
| Fiduciary Family Office, LLC | 11,423 | $94.0K | 0.04% | +11,423 | New |
| Hancock Whitney Corp | 11,343 | $93.4K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 11,317 | $93.1K | 0.07% | +11,317 | New |
| Essex Savings Bank | 11,259 | $92.7K | 0.03% | +525+4.9% | Added |
| Lakeview Capital Partners, LLC | 11,136 | $91.6K | 0.02% | −2,392−17.7% | Reduced |
| Advisory Services Network, LLC | 11,116 | $91.5K | 0.00% | −5,625−33.6% | Reduced |
| Rehmann Capital Advisory Group | 11,111 | $91.4K | 0.01% | +190+1.7% | Added |
| Atlas Capital Advisors LLC | 11,007 | $90.6K | 0.01% | +2,209+25.1% | Added |
| Stonegate Investment Group, LLC | 10,968 | $90.3K | 0.00% | −639−5.5% | Reduced |
| Delta Financial Group, Inc. | 10,949 | $90.0K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 10,917 | $89.8K | 0.02% | +718+7.0% | Added |
| Busey Wealth Management | 10,832 | $89.1K | 0.00% | −7−0.1% | Reduced |
| Qtron Investments LLC | 10,797 | $88.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,847 | $88.7K | 0.00% | −5,497−33.6% | Reduced |
| Proequities, Inc. | 10,761 | $88.6K | 0.01% | +3,502+48.2% | Added |
| Kingsview Wealth Management, LLC | 10,696 | $88.0K | 0.00% | −7,272−40.5% | Reduced |
| Hoxton Planning & Management, LLC | 10,358 | $85.0K | 0.05% | +10,358 | New |
| IFP Advisors, Inc | 10,267 | $84.5K | 0.00% | +513+5.3% | Added |
| InterOcean Capital Group, LLC | 10,247 | $84.3K | 0.00% | +101+1.0% | Added |
| Norden Group LLC | 10,227 | $84.2K | 0.01% | −720−6.6% | Reduced |
| Renasant Bank | 10,109 | $83.2K | 0.07% | −19−0.2% | Reduced |
| GFS Advisors, LLC | 10,025 | $83.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 10,057 | $82.8K | 0.08% | +10,057 | New |
| Integrated Advisors Network LLC | 10,033 | $82.6K | 0.00% | −861−7.9% | Reduced |
| Bollard Group LLC | 10,000 | $82.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9,633 | $79.3K | 0.01% | −311−3.1% | Reduced |
| Umb Bank N A | 9,078 | $74.7K | 0.00% | −2,242−19.8% | Reduced |
| Hollencrest Capital Management | 8,691 | $71.5K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 8,595 | $70.7K | 0.00% | −866−9.2% | Reduced |
| SYSTM Wealth Solutions LLC | 8,544 | $70.3K | 0.01% | +8,544 | New |
| Barclays PLC | 8,499 | $69.9K | 0.00% | +4,285+101.7% | Added |
| Parallel Advisors, LLC | 8,449 | $69.5K | 0.00% | −1,016−10.7% | Reduced |
| TD Waterhouse Canada Inc. | 7,714 | $69.2K | 0.00% | −17,692−69.6% | Reduced |
| Central Trust Co | 7,948 | $65.4K | 0.00% | +619+8.4% | Added |
| Harbour Investments, Inc. | 7,848 | $64.6K | 0.00% | +795+11.3% | Added |
| Clean Yield Group | 7,380 | $60.7K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7,380 | $60.7K | 0.01% | +22+0.3% | Added |
| LM Advisors LLC | 6,814 | $56.1K | 0.01% | +6,814 | New |
| Brown Brothers Harriman & Co | 6,446 | $53.1K | 0.00% | +211+3.4% | Added |
| POM Investment Strategies, LLC | 6,259 | $51.5K | 0.05% | +6,259 | New |
| Delta Asset Management LLC | 6,253 | $51.5K | 0.00% | −388−5.8% | Reduced |
| Rothschild Investment LLC | 6,094 | $50.2K | 0.00% | +6,094 | New |
| Farther Finance Advisors, LLC | 6,073 | $50.0K | 0.00% | +3,073+102.4% | Added |
| CKW Financial Group | 6,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,458 | $44.9K | 0.01% | +4,477+456.4% | Added |
| Bokf, NA | 5,434 | $44.7K | 0.00% | −1,520−21.9% | Reduced |
| Tower Research Capital LLC (TRC) | 5,398 | $44.4K | 0.00% | +3,211+146.8% | Added |
| Clearstead Advisors, LLC | 5,280 | $43.5K | 0.00% | +848+19.1% | Added |
| Glassman Wealth Services | 4,823 | $39.7K | 0.01% | +140+3.0% | Added |
| Whittier Trust Co of Nevada Inc | 4,818 | $39.6K | 0.00% | +12+0.2% | Added |
| Sunbelt Securities, Inc. | 4,786 | $39.4K | 0.00% | +10.0% | Added |
| Pinnacle Bancorp, Inc. | 4,767 | $39.2K | 0.01% | +4,267+853.4% | Added |
| GeoWealth Management, LLC | 4,493 | $37.0K | 0.00% | +4,493 | New |
| Smithfield Trust Co | 4,364 | $35.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,236 | $34.9K | 0.01% | +2,193+107.3% | Added |
| FinTrust Capital Advisors, LLC | 4,192 | $34.5K | 0.01% | −1,365−24.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4,000 | $32.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,801 | $31.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,755 | $30.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,722 | $30.6K | 0.02% | −779−17.3% | Reduced |
| Addison Advisors LLC | 3,676 | $30.3K | 0.01% | +483+15.1% | Added |
| Tompkins Financial Corp | 3,654 | $30.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,575 | $29.4K | 0.00% | −2,800−43.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,489 | $28.7K | 0.01% | −959−21.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,366 | $28.0K | 0.01% | −150−4.3% | Reduced |
| Allworth Financial LP | 3,204 | $25.5K | 0.00% | +216+7.2% | Added |
| City State Bank | 3,023 | $25.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,010 | $24.8K | 0.00% | −175−5.5% | Reduced |
| Washington Trust Advisors, Inc. | 2,960 | $24.4K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,915 | $24.0K | 0.00% | +2,915 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,725 | $22.3K | 0.00% | −7,416−73.1% | Reduced |
| JFS Wealth Advisors, LLC | 2,675 | $22.0K | 0.00% | +610+29.5% | Added |
| Salem Investment Counselors Inc | 2,611 | $21.5K | 0.00% | +50+2.0% | Added |
| Pin Oak Investment Advisors Inc | 2,480 | $20.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,430 | $19.9K | 0.01% | +2,430 | New |
| City Holding Co | 2,365 | $19.5K | 0.00% | −74−3.0% | Reduced |
| Key Financial Inc | 2,284 | $18.8K | 0.01% | +1,108+94.2% | Added |
| Princeton Global Asset Management LLC | 2,194 | $18.1K | 0.00% | +1,044+90.8% | Added |
| Nemes Rush Group LLC | 2,058 | $16.9K | 0.00% | +209+11.3% | Added |
| SOA Wealth Advisors, LLC. | 2,029 | $16.7K | 0.00% | 00.0% | Unchanged |