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, Q1 2024
Institutional positions in Haleon plc as of Mar 31, 2024. 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
- 599
- +19 vs. Q4 2023
- Shares held
- 507.2M
- +113.6M (+28.9%) vs. Q4 2023
- Total value
- $4.31B
- +$1.07B (+32.9%) vs. Q4 2023
- New holders
- 73
- 198 more added
- Sold out
- 54
- 182 more reduced
12 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Natixis | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $25 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $51 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 7 | $59 | 0.00% | +6+600.0% | Added |
| Bangor Savings Bank | 12 | $102 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 20 | $170 | 0.00% | +20 | New |
| Cedar Mountain Advisors, LLC | 22 | $187 | 0.00% | +22 | New |
| Fairman Group, LLC | 25 | $215 | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30 | $255 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $263 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 32 | $272 | 0.00% | +8+33.3% | Added |
| Raffa Wealth Management, LLC | 34 | $289 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 35 | $297 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 41 | $349 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 50 | $425 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $425 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $425 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 51 | $433 | 0.00% | +51 | New |
| ClariVest Asset Management LLC | 53 | $452 | 0.00% | +9+20.5% | Added |
| HHM Wealth Advisors, LLC | 59 | $501 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 60 | $509 | 0.00% | −109−64.5% | Reduced |
| True Wealth Design, LLC | 73 | $620 | 0.00% | +30+69.8% | Added |
| Western Pacific Wealth Management, LP | 96 | $811 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 100 | $849 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $849 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 100 | $849 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $849 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $849 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 100 | $849 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $849 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $849 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 100 | $849 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 111 | $943 | 0.00% | +111 | New |
| Avion Wealth | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 123 | $1.04K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 134 | $1.14K | 0.00% | −55−29.1% | Reduced |
| NewSquare Capital LLC | 134 | $1.14K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 135 | $1.15K | 0.00% | −150−52.6% | Reduced |
| PSI Advisors, LLC | 144 | $1.22K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 144 | $1.22K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 150 | $1.27K | 0.00% | −300−66.7% | Reduced |
| Washington Trust Co | 150 | $1.27K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 175 | $1.49K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 180 | $1.53K | 0.00% | +180 | New |
| Cambridge Trust Co | 185 | $1.57K | 0.00% | −100−35.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 188 | $1.60K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 190 | $1.61K | 0.00% | −340−64.2% | Reduced |
| Tucker Asset Management LLC | 194 | $1.65K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 195 | $1.66K | 0.00% | +195 | New |
| Salomon & Ludwin, LLC | 198 | $1.68K | 0.00% | −27−12.0% | Reduced |
| AllSquare Wealth Management LLC | 200 | $1.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $1.70K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 215 | $1.83K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 228 | $1.94K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 241 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 245 | $2.08K | 0.00% | −50−16.9% | Reduced |
| Cornerstone Planning Group LLC | 251 | $2.08K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 250 | $2.12K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 253 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 267 | $2.27K | 0.00% | +267 | New |
| Bell Investment Advisors, Inc | 271 | $2.30K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 272 | $2.31K | 0.00% | −128−32.0% | Reduced |
| Bullock Wealth Management Group | 283 | $2.36K | 0.00% | +283 | New |
| Truvestments Capital LLC | 291 | $2.47K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 292 | $2.48K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 293 | $2.48K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 300 | $2.55K | 0.00% | −139−31.7% | Reduced |
| Twin Lakes Capital Management, LLC | 300 | $2.55K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 300 | $2.55K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 321 | $2.68K | 0.01% | +321 | New |
| Boyd Watterson Asset Management LLC | 316 | $2.68K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 335 | $2.84K | 0.00% | +335 | New |
| Webster Bank, N. A. | 348 | $2.96K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 318 | $3.00K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 375 | $3.18K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 386 | $3.28K | 0.00% | +295+324.2% | Added |
| Arlington Trust Co LLC | 400 | $3.40K | 0.00% | −403−50.2% | Reduced |
| Northwest Capital Management Inc | 400 | $3.40K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 400 | $3.40K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 423 | $3.59K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 455 | $3.86K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 455 | $3.86K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 461 | $3.91K | 0.00% | +102+28.4% | Added |
| LRI Investments, LLC | 471 | $4.00K | 0.00% | +471 | New |
| Asset Dedication, LLC | 356 | $4.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 480 | $4.08K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 500 | $4.25K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 500 | $4.25K | 0.00% | +500 | New |
| Oliver Lagore Vanvalin Investment Group | 523 | $4.44K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 525 | $4.46K | 0.00% | −25−4.5% | Reduced |
| St Germain D J Co Inc | 537 | $4.56K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 580 | $4.84K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 508 | $5.00K | 0.00% | +508 | New |
| Financial Perspectives, Inc | 623 | $5.29K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 635 | $5.39K | 0.00% | +62+10.8% | Added |
| Cranbrook Wealth Management, LLC | 636 | $5.40K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 647 | $5.49K | 0.00% | +45+7.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 675 | $5.74K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 676 | $5.74K | 0.00% | 00.0% | Unchanged |