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 |
|---|---|---|---|---|---|
| Bokf, NA | 4,130 | $34.4K | 0.00% | −1,304−24.0% | Reduced |
| Hexagon Capital Partners LLC | 4,018 | $34.1K | 0.01% | −218−5.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,864 | $33.0K | 0.00% | −500−11.5% | Reduced |
| City State Bank | 3,933 | $33.0K | 0.01% | +910+30.1% | Added |
| Montag A & Associates Inc | 3,755 | $31.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,691 | $31.3K | 0.01% | +15+0.4% | Added |
| North Star Investment Management Corp. | 3,575 | $30.4K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,561 | $30.2K | 0.00% | −932−20.7% | Reduced |
| Barrett & Company, Inc. | 3,472 | $29.5K | 0.01% | −250−6.7% | Reduced |
| Washington Trust Advisors, Inc. | 3,424 | $29.1K | 0.00% | +464+15.7% | Added |
| FinTrust Capital Advisors, LLC | 3,276 | $27.8K | 0.01% | −916−21.9% | Reduced |
| GW&K Investment Management, LLC | 3,161 | $27.0K | 0.00% | −640−16.8% | Reduced |
| Ransom Advisory, Ltd | 3,000 | $25.5K | 0.01% | +3,000 | New |
| Salem Investment Counselors Inc | 2,961 | $25.1K | 0.00% | +350+13.4% | Added |
| AdvisorNet Financial, Inc | 2,948 | $25.0K | 0.00% | +2,270+334.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,935 | $25.0K | 0.01% | −431−12.8% | Reduced |
| Sunbelt Securities, Inc. | 2,943 | $25.0K | 0.00% | −1,843−38.5% | Reduced |
| Atlas Capital Advisors LLC | 2,885 | $24.5K | 0.00% | −8,122−73.8% | Reduced |
| Nemes Rush Group LLC | 2,872 | $24.4K | 0.00% | +814+39.6% | Added |
| Caldwell Sutter Capital, Inc. | 2,716 | $23.1K | 0.01% | −773−22.2% | Reduced |
| Grove Bank & Trust | 2,700 | $22.9K | 0.00% | −310−10.3% | Reduced |
| Hilltop National Bank | 2,675 | $22.7K | 0.01% | +2,675 | New |
| JFS Wealth Advisors, LLC | 2,522 | $21.4K | 0.00% | −153−5.7% | Reduced |
| Institutional & Family Asset Management, LLC | 2,481 | $21.1K | 0.00% | +556+28.9% | Added |
| Pin Oak Investment Advisors Inc | 2,480 | $21.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 2,365 | $20.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,284 | $19.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,029 | $17.2K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,968 | $16.3K | 0.00% | +1,968 | New |
| Group One Trading, L.P. | 1,907 | $16.2K | 0.00% | +1,074+128.9% | Added |
| Ancora Advisors, LLC | 1,854 | $15.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,845 | $15.7K | 0.00% | +100+5.7% | Added |
| Princeton Global Asset Management LLC | 1,816 | $15.4K | 0.00% | −378−17.2% | Reduced |
| HM Payson & Co | 1,810 | $15.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,780 | $15.1K | 0.00% | +492+38.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,734 | $15.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,650 | $14.0K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,630 | $13.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,563 | $13.3K | 0.00% | +1,563 | New |
| FIL Ltd | 1,524 | $12.9K | 0.00% | +211+16.1% | Added |
| Colonial Trust Advisors | 1,519 | $12.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,500 | $12.7K | 0.00% | −6,999−82.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,451 | $12.5K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,487 | $12.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,400 | $11.9K | 0.00% | −51−3.5% | Reduced |
| Sofos Investments, Inc. | 1,362 | $11.6K | 0.00% | +1,013+290.3% | Added |
| Citizens National Bank Trust Department | 1,352 | $11.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,315 | $11.2K | 0.00% | −200−13.2% | Reduced |
| Tompkins Financial Corp | 1,300 | $11.0K | 0.00% | −2,354−64.4% | Reduced |
| Larson Financial Group LLC | 1,298 | $11.0K | 0.00% | +700+117.1% | Added |
| NBC Securities, Inc. | 1,198 | $11.0K | 0.00% | +115+10.6% | Added |
| Smartleaf Asset Management LLC | 1,260 | $10.7K | 0.00% | +1,260 | New |
| Global Financial Private Client, LLC | 1,275 | $10.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,250 | $10.6K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,250 | $10.6K | 0.00% | +400+47.1% | Added |
| Zions Bancorporation, N.A. | 1,201 | $10.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,200 | $10.2K | 0.00% | −368−23.5% | Reduced |
| Tortoise Investment Management, LLC | 1,200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,205 | $10.0K | 0.00% | +24+2.0% | Added |
| Roble, Belko & Company, Inc | 1,177 | $10.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 1,150 | $9.89K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,100 | $9.34K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,096 | $9.30K | 0.00% | +1,096 | New |
| Bartlett & Co. Wealth Management LLC | 1,080 | $9.28K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,095 | $9.13K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,038 | $8.82K | 0.00% | −50−4.6% | Reduced |
| TCTC Holdings, LLC | 1,017 | $8.63K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,011 | $8.58K | 0.00% | +396+64.4% | Added |
| Park Circle Co | 1,000 | $8.49K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 966 | $8.20K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 957 | $8.13K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 955 | $8.11K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 984 | $8.10K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,028 | $8.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $7.94K | 0.00% | −1,775−65.1% | Reduced |
| RFP Financial Group LLC | 926 | $7.86K | 0.00% | +328+54.8% | Added |
| Mather Group, LLC. | 953 | $7.84K | 0.00% | +953 | New |
| Kelly Financial Services LLC | 886 | $7.52K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 885 | $7.51K | 0.00% | +885 | New |
| Plante Moran Financial Advisors, LLC | 883 | $7.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 860 | $7.30K | 0.00% | +633+278.9% | Added |
| Provenance Wealth Advisors, LLC | 847 | $7.19K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 876 | $7.12K | 0.00% | −22−2.4% | Reduced |
| Old Point Trust & Financial Services N A | 836 | $7.10K | 0.00% | +336+67.2% | Added |
| Sanctuary Wealth Management, L.L.C. | 820 | $6.96K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 807 | $6.85K | 0.00% | +7+0.9% | Added |
| MV Capital Management, Inc. | 804 | $6.83K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 800 | $6.79K | 0.00% | −264−24.8% | Reduced |
| S.A. Mason LLC | 800 | $6.79K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 798 | $6.78K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 753 | $6.39K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 743 | $6.31K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 705 | $5.99K | 0.00% | −40−5.4% | Reduced |
| Sound Income Strategies, LLC | 692 | $5.88K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 682 | $5.79K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 681 | $5.78K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 680 | $5.77K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 676 | $5.74K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 675 | $5.74K | 0.00% | 00.0% | Unchanged |