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 |
|---|---|---|---|---|---|
| EntryPoint Capital, LLC | 5,574 | $47.3K | 0.04% | −4,483−44.6% | Reduced |
| SRS Capital Advisors, Inc. | 5,631 | $47.8K | 0.01% | +173+3.2% | Added |
| Rothschild Investment LLC | 5,803 | $49.3K | 0.00% | −291−4.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,846 | $49.6K | 0.00% | +1,028+21.3% | Added |
| GAMMA Investing LLC | 6,106 | $51.8K | 0.01% | +3,676+151.3% | Added |
| Pinnacle Bancorp, Inc. | 6,188 | $52.5K | 0.02% | +1,421+29.8% | Added |
| Farther Finance Advisors, LLC | 6,305 | $52.6K | 0.00% | +232+3.8% | Added |
| Brown Brothers Harriman & Co | 6,235 | $52.9K | 0.00% | −211−3.3% | Reduced |
| Liontrust Investment Partners LLP | 6,433 | $54.6K | 0.00% | −17,226−72.8% | Reduced |
| Lindbrook Capital, LLC | 6,617 | $56.2K | 0.01% | −763−10.3% | Reduced |
| Harbour Investments, Inc. | 6,846 | $58.1K | 0.00% | −1,002−12.8% | Reduced |
| Allworth Financial LP | 6,963 | $58.3K | 0.00% | +3,759+117.3% | Added |
| TD Waterhouse Canada Inc. | 6,810 | $59.1K | 0.00% | −904−11.7% | Reduced |
| Clean Yield Group | 7,380 | $62.7K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,423 | $63.0K | 0.00% | +5,816+361.9% | Added |
| POM Investment Strategies, LLC | 7,583 | $64.4K | 0.05% | +1,324+21.2% | Added |
| Central Trust Co | 7,939 | $67.4K | 0.00% | −9−0.1% | Reduced |
| First Manhattan Co | 8,065 | $68.5K | 0.00% | −530−6.2% | Reduced |
| Quantbot Technologies LP | 8,659 | $73.5K | 0.00% | −156,018−94.7% | Reduced |
| Hollencrest Capital Management | 8,691 | $73.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 9,023 | $76.6K | 0.00% | −55−0.6% | Reduced |
| National Bank of Canada | 9,342 | $77.1K | 0.00% | −7,360−44.1% | Reduced |
| IFP Advisors, Inc | 9,560 | $81.2K | 0.00% | −707−6.9% | Reduced |
| Clearstead Advisors, LLC | 9,876 | $81.5K | 0.00% | +4,596+87.0% | Added |
| CKW Financial Group | 10,000 | $83.0K | 0.01% | +4,000+66.7% | Added |
| Proequities, Inc. | 9,845 | $84.6K | 0.01% | −916−8.5% | Reduced |
| GFS Advisors, LLC | 10,025 | $85.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 10,000 | $85.0K | 0.00% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,019 | $85.1K | 0.03% | +10,019 | New |
| InterOcean Capital Group, LLC | 10,146 | $86.1K | 0.00% | −101−1.0% | Reduced |
| HB Wealth Management, LLC | 10,267 | $87.2K | 0.00% | +10,267 | New |
| Moody National Bank Trust Division | 10,427 | $88.5K | 0.01% | +10,427 | New |
| Atomi Financial Group, Inc. | 10,507 | $89.2K | 0.01% | +10,507 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,600 | $90.0K | 0.00% | +10,600 | New |
| Quadrant Private Wealth Management, LLC | 10,498 | $90.2K | 0.02% | −1,969−15.8% | Reduced |
| Delta Financial Group, Inc. | 10,749 | $91.0K | 0.03% | −200−1.8% | Reduced |
| Busey Wealth Management | 10,787 | $91.6K | 0.00% | −45−0.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,790 | $91.6K | 0.00% | −1,628−13.1% | Reduced |
| Qtron Investments LLC | 10,797 | $91.7K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,852 | $92.1K | 0.00% | +10,852 | New |
| Essex Savings Bank | 11,259 | $92.7K | 0.03% | 00.0% | Unchanged |
| Excalibur Management Corp | 11,048 | $93.8K | 0.04% | −400−3.5% | Reduced |
| Lakeview Capital Partners, LLC | 11,136 | $94.5K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 11,305 | $96.0K | 0.01% | +1,672+17.4% | Added |
| Sivia Capital Partners, LLC | 11,375 | $96.6K | 0.07% | +58+0.5% | Added |
| Fiduciary Family Office, LLC | 11,497 | $97.6K | 0.04% | +74+0.6% | Added |
| Saturna Capital CORP | 11,500 | $97.6K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 11,505 | $97.7K | 0.02% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 11,693 | $99.3K | 0.02% | +11,693 | New |
| Endowment Wealth Management, Inc. | 11,706 | $99.4K | 0.07% | 00.0% | Unchanged |
| Wright Investors Service Inc | 11,809 | $100.3K | 0.03% | −475−3.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,831 | $100.4K | 0.00% | −407−3.3% | Reduced |
| Hancock Whitney Corp | 11,848 | $100.6K | 0.00% | +505+4.5% | Added |
| Keel Point, LLC | 11,937 | $101.3K | 0.01% | +54+0.5% | Added |
| Holistic Financial Partners | 11,941 | $101.4K | 0.05% | +11,941 | New |
| Lazard Asset Management LLC | 12,075 | $102.0K | 0.00% | +75+0.6% | Added |
| Lido Advisors, LLC | 11,948 | $102.4K | 0.00% | +11,948 | New |
| Ballew Advisors, Inc | 12,597 | $102.9K | 0.07% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 12,086 | $103.0K | 0.00% | −11,915−49.6% | Reduced |
| Renasant Bank | 12,155 | $103.2K | 0.07% | +2,046+20.2% | Added |
| Callan Capital, LLC | 12,279 | $104.2K | 0.01% | +12,279 | New |
| RSM US Wealth Management LLC | 12,497 | $106.3K | 0.00% | +12,497 | New |
| Two Sigma Securities, LLC | 12,574 | $106.8K | 0.01% | +12,574 | New |
| Aureus Asset Management, LLC | 12,583 | $106.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,774 | $108.5K | 0.00% | +4,325+51.2% | Added |
| PDS Planning, Inc | 12,780 | $108.5K | 0.01% | −236−1.8% | Reduced |
| Aull & Monroe Investment Management Corp | 12,784 | $108.5K | 0.05% | −700−5.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,896 | $109.5K | 0.00% | −1,681−11.5% | Reduced |
| Sage Rhino Capital LLC | 13,087 | $111.1K | 0.03% | +127+1.0% | Added |
| Integrated Advisors Network LLC | 13,178 | $111.9K | 0.01% | +3,145+31.3% | Added |
| Argent Trust Co | 13,197 | $112.0K | 0.01% | −4,832−26.8% | Reduced |
| Perigon Wealth Management, LLC | 13,221 | $112.2K | 0.00% | +13,221 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,503 | $113.1K | 0.02% | +12,503 | New |
| Sage Mountain Advisors LLC | 13,411 | $113.9K | 0.01% | −23−0.2% | Reduced |
| Wallace Advisory Group, LLC | 13,898 | $114.4K | 0.09% | +569+4.3% | Added |
| Gibbs Wealth Management | 13,483 | $114.5K | 0.07% | +13,483 | New |
| First Horizon Advisors, Inc. | 13,536 | $114.9K | 0.00% | −233−1.7% | Reduced |
| Pinnacle Financial Partners Inc | 13,750 | $116.7K | 0.00% | −1,874−12.0% | Reduced |
| Logan Capital Management Inc | 13,900 | $118.0K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 13,949 | $118.4K | 0.01% | +2,838+25.5% | Added |
| Sigma Planning Corp | 13,998 | $118.8K | 0.00% | +13,998 | New |
| Keudell/Morrison Wealth Management | 14,001 | $118.9K | 0.04% | +14,001 | New |
| Steward Partners Investment Advisory, LLC | 14,031 | $119.1K | 0.00% | −292−2.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,082 | $119.6K | 0.00% | 00.0% | Unchanged |
| Scotia Capital Inc. | 14,138 | $120.0K | 0.00% | −1,115−7.3% | Reduced |
| Assetmark, Inc | 14,142 | $120.1K | 0.00% | −263−1.8% | Reduced |
| Essex Financial Services, Inc. | 14,288 | $121.3K | 0.01% | +1,727+13.7% | Added |
| Hoxton Planning & Management, LLC | 14,450 | $122.7K | 0.06% | +4,092+39.5% | Added |
| Boothbay Fund Management, LLC | 14,548 | $123.5K | 0.00% | +14,548 | New |
| Jump Financial, LLC | 14,576 | $123.8K | 0.00% | +14,576 | New |
| Dynamic Technology Lab Private Ltd | 14,658 | $124.0K | 0.01% | +14,658 | New |
| Atom Investors LP | 14,702 | $124.8K | 0.02% | +14,702 | New |
| Boston Private Wealth LLC | 14,757 | $125.3K | 0.00% | −833−5.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 14,829 | $125.9K | 0.01% | +14,829 | New |
| Cardiff Park Advisors, LLC | 14,885 | $126.4K | 0.01% | −76−0.5% | Reduced |
| Investors Research Corp | 14,923 | $126.7K | 0.03% | −625−4.0% | Reduced |
| Chapin Davis, Inc. | 15,087 | $128.1K | 0.05% | −60−0.4% | Reduced |
| Independent Advisor Alliance | 15,141 | $128.6K | 0.00% | −512−3.3% | Reduced |
| Concurrent Investment Advisors, LLC | 15,271 | $129.7K | 0.01% | +402+2.7% | Added |
| Checchi Capital Advisers, LLC | 15,319 | $130.1K | 0.01% | −220−1.4% | Reduced |