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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 33,398 | $283.5K | 0.01% | +11,992+56.0% | Added |
| M&T Bank Corp | 33,016 | $280.3K | 0.00% | −13,379−28.8% | Reduced |
| Norden Group LLC | 32,933 | $279.6K | 0.06% | +22,706+222.0% | Added |
| Stonegate Investment Group, LLC | 32,625 | $277.0K | 0.01% | +21,657+197.5% | Added |
| United Capital Financial Advisers, LLC | 32,603 | $276.8K | 0.00% | −2,116−6.1% | Reduced |
| Ingalls & Snyder LLC | 32,205 | $273.0K | 0.01% | −4,430−12.1% | Reduced |
| Baird Financial Group, Inc. | 31,886 | $270.7K | 0.00% | +11,435+55.9% | Added |
| Highland Capital Management, LLC | 31,578 | $268.1K | 0.02% | +63+0.2% | Added |
| D.A. Davidson & Co. | 31,571 | $268.0K | 0.00% | −3,478−9.9% | Reduced |
| Thrivent Financial for Lutherans | 30,896 | $262.0K | 0.00% | +6,793+28.2% | Added |
| Caldwell Trust Co | 30,600 | $259.8K | 0.03% | +30,000+5,000.0% | Added |
| Vident Advisory, LLC | 29,210 | $248.0K | 0.01% | −1,567−5.1% | Reduced |
| MN Wealth Advisors, LLC | 29,118 | $247.2K | 0.15% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 29,104 | $247.1K | 0.06% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 29,009 | $246.3K | 0.18% | +1,590+5.8% | Added |
| National Asset Management, Inc. | 29,324 | $245.6K | 0.01% | +5,519+23.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 28,534 | $242.3K | 0.00% | +25,619+878.9% | Added |
| Thomasville National Bank | 28,443 | $241.5K | 0.02% | −10,101−26.2% | Reduced |
| MAI Capital Management | 28,393 | $241.1K | 0.00% | +4,340+18.0% | Added |
| Lincoln National Corp | 28,299 | $240.3K | 0.00% | +10,386+58.0% | Added |
| Susquehanna International Group, LLP | 27,881 | $236.7K | 0.00% | +1,479+5.6% | Added |
| GQG Partners LLC | 27,732 | $235.4K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 27,604 | $234.4K | 0.00% | −557−2.0% | Reduced |
| HighPoint Advisor Group LLC | 28,023 | $231.0K | 0.02% | −36,305−56.4% | Reduced |
| Whittier Trust Co | 27,054 | $229.7K | 0.00% | −211−0.8% | Reduced |
| Choate Investment Advisors | 26,907 | $228.4K | 0.01% | −1,890−6.6% | Reduced |
| Baron Wealth Management LLC | 26,753 | $227.1K | 0.12% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 27,130 | $226.3K | 0.22% | −2,000−6.9% | Reduced |
| Oppenheimer & Co Inc | 26,584 | $225.7K | 0.00% | −3,284−11.0% | Reduced |
| Blue Barn Wealth, LLC | 26,374 | $223.9K | 0.12% | +5,516+26.4% | Added |
| Financial Advocates Investment Management | 26,348 | $223.7K | 0.01% | +8,756+49.8% | Added |
| Veriti Management LLC | 25,791 | $219.0K | 0.02% | −1,528−5.6% | Reduced |
| Apollon Wealth Management, LLC | 25,787 | $218.9K | 0.01% | +8,442+48.7% | Added |
| IHT Wealth Management, LLC | 25,760 | $218.7K | 0.01% | +5,106+24.7% | Added |
| Old Port Advisors | 25,570 | $217.1K | 0.07% | −2,958−10.4% | Reduced |
| Haverford Trust Co | 24,454 | $207.6K | 0.00% | −15,396−38.6% | Reduced |
| Tower Research Capital LLC (TRC) | 23,715 | $201.3K | 0.00% | +18,317+339.3% | Added |
| Avantax Advisory Services, Inc. | 23,475 | $199.3K | 0.00% | −4,756−16.8% | Reduced |
| Lake Street Advisors Group, LLC | 22,884 | $197.7K | 0.01% | −8,362−26.8% | Reduced |
| Personal Cfo Solutions, LLC | 23,113 | $196.2K | 0.03% | +2,513+12.2% | Added |
| SYSTM Wealth Solutions LLC | 22,865 | $194.1K | 0.02% | +14,321+167.6% | Added |
| Diversify Advisory Services, LLC | 22,982 | $191.7K | 0.01% | +22,982 | New |
| EP Wealth Advisors, LLC | 22,573 | $191.6K | 0.00% | +4,679+26.1% | Added |
| Global Retirement Partners, LLC | 22,380 | $190.0K | 0.01% | +778+3.6% | Added |
| Balentine LLC | 22,274 | $189.1K | 0.01% | −629−2.7% | Reduced |
| Mengis Capital Management, Inc. | 22,208 | $188.5K | 0.03% | +22,208 | New |
| Laird Norton Trust Company, LLC | 21,828 | $187.6K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 21,932 | $187.0K | 0.00% | +1,071+5.1% | Added |
| Arden Trust Co | 21,870 | $185.7K | 0.03% | −40,665−65.0% | Reduced |
| Coronation Fund Managers Ltd. | 21,842 | $185.4K | 0.01% | −213,122−90.7% | Reduced |
| Equity Investment Corp | 21,812 | $185.2K | 0.00% | −2,758−11.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 21,610 | $183.5K | 0.01% | −444−2.0% | Reduced |
| Keystone Financial Group | 21,511 | $182.6K | 0.03% | −154−0.7% | Reduced |
| Fractal Investments LLC | 21,106 | $179.2K | 0.03% | 00.0% | Unchanged |
| Ariston Services Group | 20,897 | $177.4K | 0.17% | 00.0% | Unchanged |
| GWM Advisors LLC | 20,722 | $175.9K | 0.00% | −5,778−21.8% | Reduced |
| JJJ Advisors Inc. | 20,645 | $175.3K | 0.04% | +55+0.3% | Added |
| Great Lakes Retirement, Inc. | 20,534 | $174.3K | 0.03% | −395−1.9% | Reduced |
| Park Place Capital Corp | 20,487 | $173.9K | 0.06% | −6,797−24.9% | Reduced |
| Valeo Financial Advisors, LLC | 20,815 | $173.8K | 0.01% | −6,555−23.9% | Reduced |
| AlphaCore Capital LLC | 20,417 | $173.3K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 20,405 | $173.2K | 0.02% | +20,405 | New |
| Summitry LLC | 20,133 | $170.9K | 0.01% | +20,133 | New |
| Forum Financial Management, LP | 20,075 | $170.4K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 20,000 | $169.8K | 0.01% | −600−2.9% | Reduced |
| FirstPurpose Wealth LLC | 20,764 | $169.6K | 0.06% | +5,301+34.3% | Added |
| Advisors Asset Management, Inc. | 19,929 | $169.2K | 0.00% | −869−4.2% | Reduced |
| PFG Investments, LLC | 19,841 | $168.5K | 0.01% | +19,841 | New |
| CWM, LLC | 19,622 | $167.0K | 0.00% | +1,016+5.5% | Added |
| Legacy Financial Advisors, Inc. | 19,129 | $162.4K | 0.03% | +2,030+11.9% | Added |
| Ronald Blue Trust, Inc. | 19,022 | $161.5K | 0.00% | +5,811+44.0% | Added |
| Resonant Capital Advisors, LLC | 18,512 | $159.1K | 0.01% | +51+0.3% | Added |
| Seven Mile Advisory | 18,498 | $157.0K | 0.12% | −371−2.0% | Reduced |
| Riverbridge Partners LLC | 18,127 | $153.9K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 18,101 | $153.7K | 0.00% | −29,956−62.3% | Reduced |
| Marcum Wealth, LLC | 17,924 | $152.2K | 0.02% | +17,924 | New |
| Ellevest, Inc. | 17,888 | $151.9K | 0.01% | −1,008−5.3% | Reduced |
| Ameritas Advisory Services, LLC | 18,110 | $151.0K | 0.01% | +7,263+67.0% | Added |
| Kestra Private Wealth Services, LLC | 17,423 | $147.9K | 0.00% | +308+1.8% | Added |
| Marotta Asset Management | 17,026 | $144.6K | 0.03% | −1,369−7.4% | Reduced |
| Gabelli Funds LLC | 17,000 | $144.3K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 16,980 | $144.2K | 0.00% | −599−3.4% | Reduced |
| Sanders Morris Harris LLC | 16,700 | $141.8K | 0.03% | +700+4.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 16,613 | $141.0K | 0.00% | −343−2.0% | Reduced |
| Stratos Wealth Partners, LTD. | 16,586 | $140.8K | 0.00% | −2,000−10.8% | Reduced |
| Ballentine Partners, LLC | 16,444 | $139.6K | 0.00% | −1,075−6.1% | Reduced |
| EverSource Wealth Advisors, LLC | 16,204 | $138.2K | 0.01% | +1,962+13.8% | Added |
| Level Four Advisory Services, LLC | 16,765 | $138.0K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 16,174 | $137.3K | 0.00% | +3,956+32.4% | Added |
| Simplicity Wealth,LLC | 16,174 | $137.3K | 0.00% | +16,174 | New |
| Flagship Harbor Advisors, LLC | 16,009 | $135.9K | 0.01% | −512−3.1% | Reduced |
| Commerce Bank | 15,939 | $135.3K | 0.00% | −5,545−25.8% | Reduced |
| CIBC Private Wealth Group, LLC | 16,113 | $134.4K | 0.00% | +16,113 | New |
| Beacon Pointe Advisors, LLC | 15,822 | $134.3K | 0.00% | +1,222+8.4% | Added |
| Simplex Trading, LLC | 15,784 | $134.0K | 0.00% | −18,673−54.2% | Reduced |
| CWA Asset Management Group, LLC | 15,779 | $134.0K | 0.01% | −221−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 15,673 | $133.0K | 0.01% | −763−4.6% | Reduced |
| HSBC Holdings PLC | 15,427 | $131.0K | 0.00% | −2,828−15.5% | Reduced |
| Checchi Capital Advisers, LLC | 15,319 | $130.1K | 0.01% | −220−1.4% | Reduced |
| Concurrent Investment Advisors, LLC | 15,271 | $129.7K | 0.01% | +402+2.7% | Added |