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, Q2 2024
Institutional positions in Haleon plc as of Jun 30, 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
- 582
- −8 vs. Q1 2024
- Shares held
- 520.1M
- +13.0M (+2.6%) vs. Q1 2024
- Total value
- $4.29B
- −$10.7M (−0.2%) vs. Q1 2024
- New holders
- 57
- 217 more added
- Sold out
- 65
- 179 more reduced
9 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 58 | $0 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $6 | 0.00% | +1 | New |
| Natixis | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $25 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 6 | $50 | 0.00% | −14−70.0% | Reduced |
| Wolff Wiese Magana LLC | 6 | $50 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 7 | $58 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 12 | $99 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $182 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 25 | $207 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 26 | $212 | 0.00% | +26 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30 | $248 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $256 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 32 | $265 | 0.00% | 00.0% | Unchanged |
| Chris Bulman Inc | 33 | $273 | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 34 | $281 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 34 | $281 | 0.00% | +34 | New |
| Glass Jacobson Investment Advisors llc | 41 | $339 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 41 | $339 | 0.00% | +41 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $413 | 0.00% | −10,550−99.5% | Reduced |
| Godsey & Gibb Associates | 50 | $413 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 51 | $421 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 60 | $496 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 78 | $643 | 0.00% | −808−91.2% | Reduced |
| Triad Wealth Partners, LLC | 90 | $743 | 0.00% | +90 | New |
| Abound Wealth Management | 91 | $752 | 0.00% | −295−76.4% | Reduced |
| Western Pacific Wealth Management, LP | 97 | $799 | 0.00% | +1+1.0% | Added |
| True Wealth Design, LLC | 98 | $810 | 0.00% | +25+34.2% | Added |
| AllSquare Wealth Management LLC | 100 | $826 | 0.00% | −100−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 100 | $826 | 0.00% | −100−50.0% | Reduced |
| Toronto Dominion Bank | 100 | $826 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $826 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $826 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 100 | $826 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $826 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $826 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 100 | $826 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 106 | $876 | 0.00% | +106 | New |
| Simplex Trading, LLC | 186 | $1.00K | 0.00% | −15,598−98.8% | Reduced |
| CVA Family Office, LLC | 125 | $1.03K | 0.00% | −128−50.6% | Reduced |
| Creekmur Asset Management LLC | 128 | $1.06K | 0.00% | +5+4.1% | Added |
| NewSquare Capital LLC | 134 | $1.11K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 134 | $1.11K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 140 | $1.16K | 0.00% | −40,896−99.7% | Reduced |
| McMahon Financial Advisors, LLC | 141 | $1.17K | 0.00% | +141 | New |
| Pacific Center for Financial Services | 144 | $1.19K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 146 | $1.20K | 0.00% | +2+1.4% | Added |
| Farmers & Merchants Investments Inc | 150 | $1.24K | 0.00% | −1,630−91.6% | Reduced |
| Washington Trust Co | 150 | $1.24K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 150 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 163 | $1.35K | 0.00% | +163 | New |
| Hallmark Capital Management Inc | 175 | $1.45K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 190 | $1.57K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 191 | $1.57K | 0.00% | +3+1.6% | Added |
| Tucker Asset Management LLC | 194 | $1.60K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 195 | $1.61K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 198 | $1.64K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 200 | $1.65K | 0.00% | +200 | New |
| Stephens Consulting, LLC | 215 | $1.78K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 218 | $1.80K | 0.00% | +218 | New |
| ORG Partners LLC | 221 | $1.84K | 0.00% | −100−31.2% | Reduced |
| Capital Analysts, LLC | 244 | $2.00K | 0.00% | +3+1.2% | Added |
| Centennial Bank | 245 | $2.02K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 241 | $2.05K | 0.00% | +241 | New |
| Asset Dedication, LLC | 256 | $2.12K | 0.00% | −100−28.1% | Reduced |
| ICA Group Wealth Management, LLC | 260 | $2.15K | 0.00% | −12−4.4% | Reduced |
| Beacon Capital Management, LLC | 261 | $2.16K | 0.00% | −31−10.6% | Reduced |
| Bell Investment Advisors, Inc | 271 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 283 | $2.35K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 293 | $2.42K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 300 | $2.48K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $2.48K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 300 | $2.48K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 316 | $2.61K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 337 | $2.78K | 0.00% | +2+0.6% | Added |
| Webster Bank, N. A. | 348 | $2.87K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 318 | $3.00K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 375 | $3.10K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 375 | $3.10K | 0.00% | +325+650.0% | Added |
| Anchor Investment Management, LLC | 400 | $3.30K | 0.00% | −400−50.0% | Reduced |
| Northwest Capital Management Inc | 400 | $3.30K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $3.30K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 400 | $3.30K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 417 | $3.44K | 0.00% | −430−50.8% | Reduced |
| Bogart Wealth, LLC | 425 | $3.51K | 0.00% | +2+0.5% | Added |
| Laurel Wealth Advisors LLC | 455 | $3.76K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 455 | $3.76K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 461 | $3.81K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 480 | $3.96K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 508 | $4.00K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 500 | $4.13K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 500 | $4.13K | 0.00% | +500 | New |
| Sunbelt Securities, Inc. | 505 | $4.17K | 0.00% | −2,438−82.8% | Reduced |
| HHM Wealth Advisors, LLC | 509 | $4.21K | 0.00% | +450+762.7% | Added |
| First Financial Corp | 525 | $4.34K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 537 | $4.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 470 | $4.47K | 0.00% | +219+87.3% | Added |
| Transcendent Capital Group LLC | 559 | $4.62K | 0.00% | −184−24.8% | Reduced |
| Larson Financial Group LLC | 559 | $4.62K | 0.00% | −739−56.9% | Reduced |