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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 34,672 | $294.4K | 0.06% | +550+1.6% | Added |
| TD Private Client Wealth LLC | 34,781 | $295.3K | 0.01% | −530−1.5% | Reduced |
| IMC-Chicago, LLC | 35,336 | $300.0K | 0.01% | +35,336 | New |
| Icon Wealth Advisors, LLC | 36,004 | $305.7K | 0.03% | +12,841+55.4% | Added |
| Peapack Gladstone Financial Corp | 37,613 | $319.0K | 0.00% | +9,133+32.1% | Added |
| Integrated Wealth Concepts LLC | 37,842 | $321.3K | 0.00% | +10.0% | Added |
| Evergreen Capital Management LLC | 38,190 | $324.2K | 0.01% | +7,482+24.4% | Added |
| Huntington National Bank | 38,504 | $326.9K | 0.00% | −216−0.6% | Reduced |
| Snowden Capital Advisors LLC | 38,481 | $330.7K | 0.01% | +5,029+15.0% | Added |
| Greenwich Wealth Management LLC | 39,802 | $338.0K | 0.03% | −500−1.2% | Reduced |
| Rhumbline Advisers | 40,806 | $346.4K | 0.00% | +10,613+35.2% | Added |
| WR Wealth Planners, LLC | 41,036 | $348.4K | 0.11% | +2,959+7.8% | Added |
| Auxier Asset Management | 41,865 | $355.4K | 0.05% | −1,440−3.3% | Reduced |
| Fiduciary Trust Co | 42,047 | $357.0K | 0.01% | +7,912+23.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 42,359 | $360.0K | 0.01% | +14,977+54.7% | Added |
| Brown Advisory Inc | 42,823 | $363.6K | 0.00% | +1,396+3.4% | Added |
| GYL Financial Synergies, LLC | 43,094 | $365.9K | 0.03% | −493−1.1% | Reduced |
| Quadrant Capital Group LLC | 43,687 | $370.9K | 0.03% | +21,276+94.9% | Added |
| O'Shaughnessy Asset Management, LLC | 43,766 | $371.6K | 0.00% | +21,202+94.0% | Added |
| Portside Wealth Group, LLC | 43,803 | $371.9K | 0.07% | +12,515+40.0% | Added |
| FDx Advisors, Inc. | 43,832 | $372.0K | 0.06% | −3,620−7.6% | Reduced |
| Coldstream Capital Management Inc | 43,903 | $372.7K | 0.01% | +7,015+19.0% | Added |
| CAPROCK Group, Inc. | 43,828 | $375.7K | 0.02% | +9,869+29.1% | Added |
| Lester Murray Antman dba SimplyRich | 44,218 | $376.0K | 0.12% | +769+1.8% | Added |
| Axxcess Wealth Management, LLC | 44,824 | $380.6K | 0.01% | +25,988+138.0% | Added |
| Cardinal Capital Management | 45,091 | $382.8K | 0.06% | +4,866+12.1% | Added |
| Kestra Advisory Services, LLC | 47,335 | $401.9K | 0.00% | +3,170+7.2% | Added |
| Groupama Asset Managment | 95,541 | $402.0K | 0.01% | +95,541 | New |
| Vestmark Advisory Solutions, Inc. | 47,409 | $402.5K | 0.02% | −2,594−5.2% | Reduced |
| Raymond James Trust N.A. | 47,716 | $405.1K | 0.01% | +17,839+59.7% | Added |
| Wintrust Investments LLC | 48,165 | $409.0K | 0.04% | −8,916−15.6% | Reduced |
| Insigneo Advisory Services, LLC | 48,368 | $415.3K | 0.05% | +2,808+6.2% | Added |
| Wealth Alliance | 50,937 | $432.5K | 0.06% | +12,114+31.2% | Added |
| Aspen Grove Capital, LLC | 50,414 | $433.1K | 0.12% | +2,760+5.8% | Added |
| NewEdge Wealth, LLC | 52,086 | $433.4K | 0.01% | −917−1.7% | Reduced |
| Schechter Investment Advisors, LLC | 52,058 | $442.0K | 0.03% | +5,873+12.7% | Added |
| Profund Advisors LLC | 52,326 | $444.2K | 0.02% | −7,330−12.3% | Reduced |
| Wetherby Asset Management Inc | 52,414 | $445.0K | 0.02% | +2,312+4.6% | Added |
| Tempus Wealth Planning, LLC | 54,813 | $465.4K | 0.20% | +2,136+4.1% | Added |
| Central Pacific Bank - Trust Division | 56,776 | $473.5K | 0.06% | +56,776 | New |
| Patrick M Sweeney & Associates, Inc | 56,543 | $480.1K | 0.39% | −75,092−57.0% | Reduced |
| WealthTrust Axiom LLC | 57,492 | $488.1K | 0.16% | +2,304+4.2% | Added |
| Atria Wealth Solutions, Inc. | 57,687 | $493.2K | 0.01% | +33,636+139.9% | Added |
| We Are One Seven, LLC | 60,402 | $512.8K | 0.03% | −207−0.3% | Reduced |
| Glenmede Trust Co NA | 60,784 | $516.1K | 0.00% | +4,649+8.3% | Added |
| Baker Tilly Wealth Management, LLC | 61,868 | $525.3K | 0.09% | +28,879+87.5% | Added |
| Founders Financial Securities LLC | 64,959 | $551.5K | 0.06% | +64,959 | New |
| One Wealth Advisors, LLC | 65,312 | $561.4K | 0.10% | +29,525+82.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 66,247 | $562.4K | 0.00% | +19,763+42.5% | Added |
| Syon Capital LLC | 66,997 | $568.8K | 0.05% | −714−1.1% | Reduced |
| Private Advisor Group, LLC | 68,170 | $578.8K | 0.00% | +4,021+6.3% | Added |
| Wedbush Securities Inc | 68,480 | $581.0K | 0.02% | +68,480 | New |
| Legacy Wealth Asset Management, LLC | 70,329 | $597.1K | 0.17% | +2,045+3.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 71,450 | $607.0K | 0.00% | −6,676−8.5% | Reduced |
| Arkadios Wealth Advisors | 74,911 | $636.0K | 0.05% | −930−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 76,320 | $644.9K | 0.01% | −143,228−65.2% | Reduced |
| Bayesian Capital Management, LP | 76,000 | $645.2K | 0.06% | +76,000 | New |
| Yousif Capital Management, LLC | 77,931 | $661.6K | 0.01% | +900+1.2% | Added |
| Axq Capital, LP | 79,500 | $675.0K | 0.16% | −15,200−16.1% | Reduced |
| Prudential Financial Inc | 80,294 | $681.7K | 0.00% | −12,868−13.8% | Reduced |
| Wallace Capital Management Inc. | 81,415 | $691.2K | 0.09% | −6,657−7.6% | Reduced |
| Dynasty Wealth Management, LLC | 81,525 | $692.2K | 0.02% | +81,525 | New |
| Confluence Investment Management LLC | 82,071 | $696.8K | 0.01% | −330.0% | Reduced |
| AIMZ Investment Advisors, LLC | 84,775 | $719.7K | 0.27% | −3,100−3.5% | Reduced |
| Heritage Wealth Management, LLC | 93,274 | $791.9K | 0.40% | −3,035−3.2% | Reduced |
| Eqis Capital Management, Inc. | 95,433 | $810.2K | 0.06% | −5,771−5.7% | Reduced |
| JustInvest LLC | 96,159 | $816.4K | 0.02% | +2,420+2.6% | Added |
| 1832 Asset Management L.P. | 98,510 | $836.4K | 0.00% | +5,795+6.3% | Added |
| Euro Pacific Asset Management, LLC | 101,590 | $838.0K | 0.17% | −3,732−3.5% | Reduced |
| Canal Insurance CO | 100,000 | $849.0K | 0.22% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $849.0K | 0.08% | 00.0% | Unchanged |
| Magnetar Financial LLC | 100,431 | $852.7K | 0.02% | +100,431 | New |
| Ameriprise Financial Inc | 102,267 | $872.2K | 0.00% | +7,024+7.4% | Added |
| QVIDTVM Management LLC | 108,410 | $920.4K | 0.74% | −651,154−85.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 108,533 | $921.4K | 0.04% | −23,001−17.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 108,629 | $922.3K | 0.07% | +95,703+740.4% | Added |
| Signaturefd, LLC | 109,378 | $928.6K | 0.02% | +4,177+4.0% | Added |
| Tweedy, Browne Co LLC | 110,478 | $938.0K | 0.04% | −5,288−4.6% | Reduced |
| HRT Financial LP | 112,729 | $957.0K | 0.01% | +3,954+3.6% | Added |
| WCM Investment Management, LLC | 113,987 | $967.8K | 0.00% | +2,317+2.1% | Added |
| Banco Santander, S.A. | 114,040 | $968.2K | 0.01% | −67,210−37.1% | Reduced |
| Park Avenue Securities LLC | 116,526 | $989.0K | 0.01% | +10,669+10.1% | Added |
| Stephens Inc | 118,003 | $1.00M | 0.02% | +28,572+31.9% | Added |
| Pathstone Holdings, LLC | 119,431 | $1.01M | 0.00% | −15,350−11.4% | Reduced |
| Cohen Klingenstein LLC | 120,042 | $1.02M | 0.04% | −32,000−21.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 123,271 | $1.05M | 0.00% | −1,196−1.0% | Reduced |
| Kornitzer Capital Management Inc | 131,492 | $1.12M | 0.02% | −141,610−51.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 131,665 | $1.12M | 0.09% | +111,713+559.9% | Added |
| CI Private Wealth, LLC | 132,198 | $1.12M | 0.00% | −991−0.7% | Reduced |
| Balyasny Asset Management LLC | 133,787 | $1.14M | 0.00% | +133,787 | New |
| Charles Schwab Investment Management Inc | 136,081 | $1.16M | 0.00% | +27,441+25.3% | Added |
| Ethic Inc. | 136,294 | $1.16M | 0.03% | −34,135−20.0% | Reduced |
| Mercer Global Advisors Inc | 140,240 | $1.19M | 0.00% | +12,078+9.4% | Added |
| QRG Capital Management, Inc. | 148,496 | $1.26M | 0.02% | +10,973+8.0% | Added |
| Synovus Financial Corp | 148,543 | $1.26M | 0.02% | +41,046+38.2% | Added |
| Regions Financial Corp | 150,805 | $1.28M | 0.01% | +12,877+9.3% | Added |
| Cresset Asset Management, LLC | 156,930 | $1.35M | 0.01% | +10,616+7.3% | Added |
| Pitcairn Co | 174,413 | $1.48M | 0.10% | +60,319+52.9% | Added |
| Advisor Group Holdings, Inc. | 176,151 | $1.50M | 0.00% | −269,438−60.5% | Reduced |
| Atria Investments LLC | 181,557 | $1.54M | 0.02% | +9,746+5.7% | Added |