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 |
|---|---|---|---|---|---|
| Institutional & Family Asset Management, LLC | 1,925 | $15.8K | 0.00% | +47+2.5% | Added |
| Ancora Advisors, LLC | 1,854 | $15.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,810 | $14.9K | 0.00% | −450−19.9% | Reduced |
| Glen Eagle Advisors, LLC | 1,745 | $14.4K | 0.00% | +1+0.1% | Added |
| 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 |
| West Branch Capital LLC | 1,650 | $13.6K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,630 | $13.4K | 0.01% | +1,630 | New |
| Jones Financial Companies LLLP | 1,607 | $13.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,568 | $12.9K | 0.01% | −800−33.8% | Reduced |
| Headlands Technologies LLC | 1,537 | $12.7K | 0.00% | +1,537 | New |
| Colonial Trust Advisors | 1,519 | $12.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,515 | $12.5K | 0.00% | −259−14.6% | Reduced |
| Coston, McIsaac & Partners | 1,487 | $12.0K | 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 |
| Citizens National Bank Trust Department | 1,352 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,346 | $11.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 1,313 | $10.8K | 0.00% | +330+33.6% | Added |
| Farmers & Merchants Investments Inc | 1,288 | $10.6K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,275 | $10.5K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,268 | $10.4K | 0.01% | +1,268 | New |
| DT Investment Partners, LLC | 1,250 | $10.3K | 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 |
| Zions Bancorporation, N.A. | 1,201 | $9.88K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,200 | $9.88K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 1,150 | $9.46K | 0.01% | +1,150 | New |
| Peoples Bank | 1,100 | $9.05K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,095 | $9.01K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,080 | $9.00K | 0.00% | −569−34.5% | Reduced |
| Creative Financial Designs Inc | 1,088 | $8.96K | 0.00% | +53+5.1% | Added |
| Bartlett & Co. Wealth Management LLC | 1,080 | $8.94K | 0.00% | −569−34.5% | Reduced |
| BKM Wealth Management, LLC | 1,070 | $8.81K | 0.00% | +1,070 | New |
| Anchor Investment Management, LLC | 1,064 | $8.76K | 0.00% | −136−11.3% | Reduced |
| TCTC Holdings, LLC | 1,017 | $8.37K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $8.23K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 984 | $8.10K | 0.00% | +284+40.6% | Added |
| 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 |
| Highlander Capital Management, LLC | 966 | $7.95K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 957 | $7.88K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 955 | $7.86K | 0.00% | +5+0.5% | Added |
| Kelly Financial Services LLC | 886 | $7.29K | 0.00% | +2+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 883 | $7.27K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 898 | $7.00K | 0.00% | +898 | New |
| Deutsche Bank AG | 850 | $7.00K | 0.00% | −2,962−77.7% | Reduced |
| Provenance Wealth Advisors, LLC | 847 | $6.97K | 0.00% | +547+182.3% | Added |
| Group One Trading, L.P. | 833 | $6.86K | 0.00% | −1,340−61.7% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 820 | $6.75K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 804 | $6.62K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 803 | $6.61K | 0.00% | +803 | New |
| 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 |
| Jackson, Grant Investment Advisers, Inc. | 798 | $6.57K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 753 | $6.19K | 0.00% | +3+0.4% | Added |
| Toth Financial Advisory Corp | 745 | $6.13K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 743 | $6.12K | 0.00% | +743 | New |
| Financial Connections Group, Inc. | 741 | $6.00K | 0.00% | +741 | New |
| Missouri Trust & Investment Co | 709 | $5.83K | 0.00% | +709 | New |
| Sound Income Strategies, LLC | 692 | $5.70K | 0.00% | +273+65.2% | Added |
| Piscataqua Savings Bank | 682 | $5.61K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 681 | $5.61K | 0.00% | −1,294−65.5% | Reduced |
| Independence Bank of Kentucky | 680 | $5.60K | 0.00% | −300−30.6% | Reduced |
| AdvisorNet Financial, Inc | 678 | $5.58K | 0.00% | −441−39.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 676 | $5.56K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $5.24K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 623 | $5.13K | 0.00% | +1+0.2% | Added |
| South State Corp. | 615 | $5.06K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 675 | $5.00K | 0.00% | +1+0.1% | Added |
| Cape Investment Advisory, Inc. | 602 | $4.95K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $4.94K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 598 | $4.92K | 0.00% | +598 | New |
| Larson Financial Group LLC | 598 | $4.92K | 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 |
| First Command Advisory Services, Inc. | 573 | $4.72K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 550 | $4.53K | 0.00% | −315−36.4% | Reduced |
| St Germain D J Co Inc | 537 | $4.42K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 530 | $4.36K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 528 | $4.35K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 523 | $4.30K | 0.00% | +523 | New |
| Oliver Lagore Vanvalin Investment Group | 523 | $4.30K | 0.00% | 00.0% | Unchanged |
| 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 |
| Gradient Investments LLC | 494 | $4.07K | 0.00% | −186−27.4% | Reduced |
| Cutler Group LP | 600 | $4.00K | 0.00% | +600 | New |
| Scarborough Advisors, LLC | 486 | $4.00K | 0.00% | +486 | New |
| MCF Advisors LLC | 480 | $3.95K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 455 | $3.75K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 455 | $3.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 450 | $3.70K | 0.00% | +150+50.0% | Added |
| Planned Solutions, Inc. | 440 | $3.62K | 0.00% | +440 | New |
| Thompson Investment Management, Inc. | 439 | $3.61K | 0.00% | −1,020−69.9% | Reduced |
| Bogart Wealth, LLC | 423 | $3.48K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 415 | $3.43K | 0.00% | +415 | New |
| Northwest Capital Management Inc | 400 | $3.29K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 400 | $3.29K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 400 | $3.29K | 0.00% | +400 | New |
| Voisard Asset Management Group, Inc. | 400 | $3.29K | 0.00% | +400 | New |