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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 15,092 | $145.2K | 0.01% | +804+5.6% | Added |
| Allspring Global Investments Holdings, LLC | 17,704 | $146.2K | 0.00% | +12,637+249.4% | Added |
| Ameritas Advisory Services, LLC | 17,805 | $147.1K | 0.01% | −305−1.7% | Reduced |
| Gibbs Wealth Management | 17,927 | $148.1K | 0.06% | +4,444+33.0% | Added |
| Global Retirement Partners, LLC | 18,018 | $148.8K | 0.00% | −4,362−19.5% | Reduced |
| Wallace Advisory Group, LLC | 18,086 | $149.4K | 0.11% | +4,188+30.1% | Added |
| Beacon Pointe Advisors, LLC | 18,099 | $149.5K | 0.00% | +2,277+14.4% | Added |
| Golden State Equity Partners | 18,419 | $152.1K | 0.03% | +18,419 | New |
| EverSource Wealth Advisors, LLC | 16,667 | $152.5K | 0.01% | +463+2.9% | Added |
| Convergence Financial, LLC | 18,605 | $153.7K | 0.04% | +18,605 | New |
| Baird Financial Group, Inc. | 18,694 | $154.4K | 0.00% | −13,192−41.4% | Reduced |
| AE Wealth Management LLC | 19,199 | $158.6K | 0.00% | +1,098+6.1% | Added |
| Moors & Cabot, Inc. | 19,400 | $160.2K | 0.01% | −600−3.0% | Reduced |
| Resonant Capital Advisors, LLC | 19,846 | $163.9K | 0.01% | +1,334+7.2% | Added |
| Old National Bancorp | 19,848 | $163.9K | 0.00% | +19,848 | New |
| Legacy Financial Advisors, Inc. | 19,908 | $164.4K | 0.03% | +779+4.1% | Added |
| Element Capital Management LLC | 20,005 | $165.2K | 0.01% | +20,005 | New |
| Forum Financial Management, LP | 20,087 | $165.9K | 0.00% | +12+0.1% | Added |
| National Asset Management, Inc. | 20,101 | $166.0K | 0.00% | −9,223−31.5% | Reduced |
| EP Wealth Advisors, LLC | 20,110 | $166.1K | 0.00% | −2,463−10.9% | Reduced |
| Valeo Financial Advisors, LLC | 20,200 | $166.9K | 0.01% | −615−3.0% | Reduced |
| Integrated Wealth Concepts LLC | 20,250 | $167.3K | 0.00% | −17,592−46.5% | Reduced |
| Marcum Wealth, LLC | 20,270 | $167.4K | 0.02% | +2,346+13.1% | Added |
| JJJ Advisors Inc. | 20,496 | $169.3K | 0.04% | −149−0.7% | Reduced |
| Apollon Wealth Management, LLC | 20,634 | $170.4K | 0.01% | −5,153−20.0% | Reduced |
| AlphaCore Capital LLC | 20,717 | $171.1K | 0.04% | +300+1.5% | Added |
| Ariston Services Group | 20,721 | $171.2K | 0.16% | −176−0.8% | Reduced |
| Seeds Investor LLC | 20,742 | $171.3K | 0.09% | +20,742 | New |
| Bessemer Group Inc | 20,705 | $172.0K | 0.00% | −1,227−5.6% | Reduced |
| Keystone Financial Group | 21,076 | $174.1K | 0.06% | −435−2.0% | Reduced |
| Fielder Capital Group LLC | 21,088 | $174.2K | 0.07% | +21,088 | New |
| Lake Street Advisors Group, LLC | 21,252 | $175.5K | 0.01% | −1,632−7.1% | Reduced |
| Diversify Advisory Services, LLC | 20,536 | $176.8K | 0.01% | −2,446−10.6% | Reduced |
| Equity Investment Corp | 21,727 | $179.5K | 0.00% | −85−0.4% | Reduced |
| Laird Norton Trust Company, LLC | 21,828 | $180.3K | 0.03% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 21,991 | $181.6K | 0.00% | +3,864+21.3% | Added |
| CWM, LLC | 21,982 | $182.0K | 0.00% | +2,360+12.0% | Added |
| IHT Wealth Management, LLC | 22,214 | $183.5K | 0.01% | −3,546−13.8% | Reduced |
| Oppenheimer & Co Inc | 22,642 | $187.0K | 0.00% | −3,942−14.8% | Reduced |
| Thomasville National Bank | 22,746 | $187.9K | 0.02% | −5,697−20.0% | Reduced |
| Personal Cfo Solutions, LLC | 23,311 | $192.6K | 0.03% | +198+0.9% | Added |
| Aaron Wealth Advisors | 23,735 | $196.1K | 0.03% | +3,330+16.3% | Added |
| SYSTM Wealth Solutions LLC | 23,791 | $196.5K | 0.04% | +926+4.0% | Added |
| Old Port Advisors | 23,932 | $197.7K | 0.06% | −1,638−6.4% | Reduced |
| Haverford Trust Co | 24,638 | $203.5K | 0.00% | +184+0.8% | Added |
| PFG Investments, LLC | 24,652 | $203.6K | 0.01% | +4,811+24.2% | Added |
| Diversify Wealth Management, LLC | 21,879 | $208.1K | 0.03% | +21,879 | New |
| Ronald Blue Trust, Inc. | 24,734 | $210.0K | 0.00% | +5,712+30.0% | Added |
| Tower Research Capital LLC (TRC) | 25,584 | $211.3K | 0.00% | +1,869+7.9% | Added |
| Dorsey & Whitney Trust CO LLC | 25,595 | $211.4K | 0.01% | +3,985+18.4% | Added |
| TD Private Client Wealth LLC | 26,030 | $215.0K | 0.01% | −8,751−25.2% | Reduced |
| Whittier Trust Co | 26,034 | $215.0K | 0.00% | −1,020−3.8% | Reduced |
| Choate Investment Advisors | 26,258 | $216.9K | 0.01% | −649−2.4% | Reduced |
| GWM Advisors LLC | 26,300 | $217.2K | 0.00% | +5,578+26.9% | Added |
| Clearstead Advisors, LLC | 26,499 | $218.9K | 0.00% | +16,623+168.3% | Added |
| Blue Barn Wealth, LLC | 26,616 | $219.8K | 0.12% | +242+0.9% | Added |
| Quadcap Wealth Management, LLC | 26,930 | $222.4K | 0.04% | +26,930 | New |
| Capstone Investment Advisors, LLC | 26,962 | $222.7K | 0.00% | −204,990−88.4% | Reduced |
| Coldstream Capital Management Inc | 27,096 | $223.8K | 0.01% | −16,807−38.3% | Reduced |
| MN Wealth Advisors, LLC | 27,830 | $229.9K | 0.13% | −1,288−4.4% | Reduced |
| Financial Advocates Investment Management | 28,329 | $234.0K | 0.01% | +1,981+7.5% | Added |
| D.A. Davidson & Co. | 28,366 | $234.3K | 0.00% | −3,205−10.2% | Reduced |
| Quotient Wealth Partners, LLC | 28,776 | $237.7K | 0.01% | +28,776 | New |
| Colony Group, LLC | 28,722 | $238.0K | 0.00% | +28,722 | New |
| Equitable Holdings, Inc. | 29,016 | $239.7K | 0.00% | +1,412+5.1% | Added |
| Lafayette Investments, Inc. | 29,104 | $240.4K | 0.05% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 29,130 | $240.6K | 0.21% | +2,000+7.4% | Added |
| Defined Wealth Management, LLC | 29,192 | $241.1K | 0.17% | +183+0.6% | Added |
| Vident Advisory, LLC | 29,333 | $242.3K | 0.01% | +123+0.4% | Added |
| Highland Capital Management, LLC | 29,473 | $243.4K | 0.01% | −2,105−6.7% | Reduced |
| Caldwell Trust Co | 30,000 | $247.8K | 0.03% | −600−2.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30,324 | $250.5K | 0.01% | +15,495+104.5% | Added |
| Alliancebernstein L.P. | 30,444 | $251.5K | 0.00% | −10,743,628−99.7% | Reduced |
| Lido Advisors, LLC | 30,965 | $255.8K | 0.00% | +19,017+159.2% | Added |
| Legacy Capital Wealth Partners, LLC | 31,255 | $258.2K | 0.07% | +31,255 | New |
| Norden Group LLC | 31,491 | $260.1K | 0.05% | −1,442−4.4% | Reduced |
| Ingalls & Snyder LLC | 31,705 | $262.0K | 0.01% | −500−1.6% | Reduced |
| Baron Wealth Management LLC | 32,251 | $266.4K | 0.14% | +5,498+20.6% | Added |
| Evergreen Capital Management LLC | 32,276 | $266.6K | 0.01% | −5,914−15.5% | Reduced |
| Summitry LLC | 32,463 | $268.1K | 0.01% | +12,330+61.2% | Added |
| Thrivent Financial for Lutherans | 32,892 | $272.0K | 0.00% | +1,996+6.5% | Added |
| MAI Capital Management | 33,003 | $272.6K | 0.00% | +4,610+16.2% | Added |
| M&T Bank Corp | 33,327 | $275.3K | 0.00% | +311+0.9% | Added |
| Snowden Capital Advisors LLC | 34,579 | $285.6K | 0.01% | −3,902−10.1% | Reduced |
| United Capital Financial Advisers, LLC | 35,342 | $291.9K | 0.00% | +2,739+8.4% | Added |
| HSBC Holdings PLC | 35,876 | $296.3K | 0.00% | +20,449+132.6% | Added |
| HighPoint Advisor Group LLC | 32,618 | $297.0K | 0.02% | +4,595+16.4% | Added |
| Pacer Advisors, Inc. | 36,087 | $298.1K | 0.00% | +2,642+7.9% | Added |
| Huntington National Bank | 36,516 | $301.6K | 0.00% | −1,988−5.2% | Reduced |
| Martin Investment Management, LLC | 36,830 | $304.2K | 0.08% | −4,426,375−99.2% | Reduced |
| Frank, Rimerman Advisors LLC | 38,061 | $314.4K | 0.02% | +38,061 | New |
| Icon Wealth Advisors, LLC | 34,496 | $315.6K | 0.03% | −1,508−4.2% | Reduced |
| Veriti Management LLC | 38,376 | $317.0K | 0.02% | +12,585+48.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 38,508 | $318.1K | 0.00% | +9,974+35.0% | Added |
| Insigneo Advisory Services, LLC | 33,726 | $320.7K | 0.04% | −14,642−30.3% | Reduced |
| Stonegate Investment Group, LLC | 39,136 | $323.3K | 0.01% | +6,511+20.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 39,760 | $328.4K | 0.01% | +27,257+218.0% | Added |
| Greenwich Wealth Management LLC | 39,802 | $329.0K | 0.02% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 40,000 | $330.4K | 0.04% | +40,000 | New |
| Blair William & Co | 40,449 | $334.1K | 0.00% | +7,020+21.0% | Added |