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 |
|---|---|---|---|---|---|
| Summitry LLC | 32,463 | $268.1K | 0.01% | +12,330+61.2% | Added |
| Evergreen Capital Management LLC | 32,276 | $266.6K | 0.01% | −5,914−15.5% | Reduced |
| Baron Wealth Management LLC | 32,251 | $266.4K | 0.14% | +5,498+20.6% | Added |
| Ingalls & Snyder LLC | 31,705 | $262.0K | 0.01% | −500−1.6% | Reduced |
| Norden Group LLC | 31,491 | $260.1K | 0.05% | −1,442−4.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 31,255 | $258.2K | 0.07% | +31,255 | New |
| Lido Advisors, LLC | 30,965 | $255.8K | 0.00% | +19,017+159.2% | Added |
| Alliancebernstein L.P. | 30,444 | $251.5K | 0.00% | −10,743,628−99.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30,324 | $250.5K | 0.01% | +15,495+104.5% | Added |
| Caldwell Trust Co | 30,000 | $247.8K | 0.03% | −600−2.0% | Reduced |
| Highland Capital Management, LLC | 29,473 | $243.4K | 0.01% | −2,105−6.7% | Reduced |
| Vident Advisory, LLC | 29,333 | $242.3K | 0.01% | +123+0.4% | Added |
| Defined Wealth Management, LLC | 29,192 | $241.1K | 0.17% | +183+0.6% | Added |
| Seed Wealth Management, Inc. | 29,130 | $240.6K | 0.21% | +2,000+7.4% | Added |
| Lafayette Investments, Inc. | 29,104 | $240.4K | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 29,016 | $239.7K | 0.00% | +1,412+5.1% | Added |
| Colony Group, LLC | 28,722 | $238.0K | 0.00% | +28,722 | New |
| Quotient Wealth Partners, LLC | 28,776 | $237.7K | 0.01% | +28,776 | New |
| D.A. Davidson & Co. | 28,366 | $234.3K | 0.00% | −3,205−10.2% | Reduced |
| Financial Advocates Investment Management | 28,329 | $234.0K | 0.01% | +1,981+7.5% | Added |
| MN Wealth Advisors, LLC | 27,830 | $229.9K | 0.13% | −1,288−4.4% | Reduced |
| Coldstream Capital Management Inc | 27,096 | $223.8K | 0.01% | −16,807−38.3% | Reduced |
| Capstone Investment Advisors, LLC | 26,962 | $222.7K | 0.00% | −204,990−88.4% | Reduced |
| Quadcap Wealth Management, LLC | 26,930 | $222.4K | 0.04% | +26,930 | New |
| Blue Barn Wealth, LLC | 26,616 | $219.8K | 0.12% | +242+0.9% | Added |
| Clearstead Advisors, LLC | 26,499 | $218.9K | 0.00% | +16,623+168.3% | Added |
| GWM Advisors LLC | 26,300 | $217.2K | 0.00% | +5,578+26.9% | Added |
| Choate Investment Advisors | 26,258 | $216.9K | 0.01% | −649−2.4% | Reduced |
| Whittier Trust Co | 26,034 | $215.0K | 0.00% | −1,020−3.8% | Reduced |
| TD Private Client Wealth LLC | 26,030 | $215.0K | 0.01% | −8,751−25.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 25,595 | $211.4K | 0.01% | +3,985+18.4% | Added |
| Tower Research Capital LLC (TRC) | 25,584 | $211.3K | 0.00% | +1,869+7.9% | Added |
| Ronald Blue Trust, Inc. | 24,734 | $210.0K | 0.00% | +5,712+30.0% | Added |
| Diversify Wealth Management, LLC | 21,879 | $208.1K | 0.03% | +21,879 | New |
| PFG Investments, LLC | 24,652 | $203.6K | 0.01% | +4,811+24.2% | Added |
| Haverford Trust Co | 24,638 | $203.5K | 0.00% | +184+0.8% | Added |
| Old Port Advisors | 23,932 | $197.7K | 0.06% | −1,638−6.4% | Reduced |
| SYSTM Wealth Solutions LLC | 23,791 | $196.5K | 0.04% | +926+4.0% | Added |
| Aaron Wealth Advisors | 23,735 | $196.1K | 0.03% | +3,330+16.3% | Added |
| Personal Cfo Solutions, LLC | 23,311 | $192.6K | 0.03% | +198+0.9% | Added |
| Thomasville National Bank | 22,746 | $187.9K | 0.02% | −5,697−20.0% | Reduced |
| Oppenheimer & Co Inc | 22,642 | $187.0K | 0.00% | −3,942−14.8% | Reduced |
| IHT Wealth Management, LLC | 22,214 | $183.5K | 0.01% | −3,546−13.8% | Reduced |
| CWM, LLC | 21,982 | $182.0K | 0.00% | +2,360+12.0% | Added |
| Riverbridge Partners LLC | 21,991 | $181.6K | 0.00% | +3,864+21.3% | Added |
| Laird Norton Trust Company, LLC | 21,828 | $180.3K | 0.03% | 00.0% | Unchanged |
| Equity Investment Corp | 21,727 | $179.5K | 0.00% | −85−0.4% | Reduced |
| Diversify Advisory Services, LLC | 20,536 | $176.8K | 0.01% | −2,446−10.6% | Reduced |
| Lake Street Advisors Group, LLC | 21,252 | $175.5K | 0.01% | −1,632−7.1% | Reduced |
| Fielder Capital Group LLC | 21,088 | $174.2K | 0.07% | +21,088 | New |
| Keystone Financial Group | 21,076 | $174.1K | 0.06% | −435−2.0% | Reduced |
| Bessemer Group Inc | 20,705 | $172.0K | 0.00% | −1,227−5.6% | Reduced |
| Seeds Investor LLC | 20,742 | $171.3K | 0.09% | +20,742 | New |
| Ariston Services Group | 20,721 | $171.2K | 0.16% | −176−0.8% | Reduced |
| AlphaCore Capital LLC | 20,717 | $171.1K | 0.04% | +300+1.5% | Added |
| Apollon Wealth Management, LLC | 20,634 | $170.4K | 0.01% | −5,153−20.0% | Reduced |
| JJJ Advisors Inc. | 20,496 | $169.3K | 0.04% | −149−0.7% | Reduced |
| Marcum Wealth, LLC | 20,270 | $167.4K | 0.02% | +2,346+13.1% | Added |
| Integrated Wealth Concepts LLC | 20,250 | $167.3K | 0.00% | −17,592−46.5% | Reduced |
| Valeo Financial Advisors, LLC | 20,200 | $166.9K | 0.01% | −615−3.0% | Reduced |
| EP Wealth Advisors, LLC | 20,110 | $166.1K | 0.00% | −2,463−10.9% | Reduced |
| National Asset Management, Inc. | 20,101 | $166.0K | 0.00% | −9,223−31.5% | Reduced |
| Forum Financial Management, LP | 20,087 | $165.9K | 0.00% | +12+0.1% | Added |
| Element Capital Management LLC | 20,005 | $165.2K | 0.01% | +20,005 | New |
| Legacy Financial Advisors, Inc. | 19,908 | $164.4K | 0.03% | +779+4.1% | Added |
| Old National Bancorp | 19,848 | $163.9K | 0.00% | +19,848 | New |
| Resonant Capital Advisors, LLC | 19,846 | $163.9K | 0.01% | +1,334+7.2% | Added |
| Moors & Cabot, Inc. | 19,400 | $160.2K | 0.01% | −600−3.0% | Reduced |
| AE Wealth Management LLC | 19,199 | $158.6K | 0.00% | +1,098+6.1% | Added |
| Baird Financial Group, Inc. | 18,694 | $154.4K | 0.00% | −13,192−41.4% | Reduced |
| Convergence Financial, LLC | 18,605 | $153.7K | 0.04% | +18,605 | New |
| EverSource Wealth Advisors, LLC | 16,667 | $152.5K | 0.01% | +463+2.9% | Added |
| Golden State Equity Partners | 18,419 | $152.1K | 0.03% | +18,419 | New |
| Beacon Pointe Advisors, LLC | 18,099 | $149.5K | 0.00% | +2,277+14.4% | Added |
| Wallace Advisory Group, LLC | 18,086 | $149.4K | 0.11% | +4,188+30.1% | Added |
| Global Retirement Partners, LLC | 18,018 | $148.8K | 0.00% | −4,362−19.5% | Reduced |
| Gibbs Wealth Management | 17,927 | $148.1K | 0.06% | +4,444+33.0% | Added |
| Ameritas Advisory Services, LLC | 17,805 | $147.1K | 0.01% | −305−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,704 | $146.2K | 0.00% | +12,637+249.4% | Added |
| Essex Financial Services, Inc. | 15,092 | $145.2K | 0.01% | +804+5.6% | Added |
| Arden Trust Co | 17,339 | $143.2K | 0.02% | −4,531−20.7% | Reduced |
| Beacon Financial Strategies CORP | 19,875 | $141.1K | 0.10% | +19,875 | New |
| Level Four Advisory Services, LLC | 17,070 | $141.0K | 0.01% | +305+1.8% | Added |
| Gabelli Funds LLC | 17,000 | $140.4K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 16,906 | $139.6K | 0.00% | +1,635+10.7% | Added |
| Marotta Asset Management | 16,753 | $139.4K | 0.03% | −273−1.6% | Reduced |
| Sanders Morris Harris LLC | 16,700 | $137.9K | 0.02% | 00.0% | Unchanged |
| Callan Capital, LLC | 16,598 | $137.1K | 0.01% | +4,319+35.2% | Added |
| Stratos Wealth Partners, LTD. | 16,482 | $136.1K | 0.00% | −104−0.6% | Reduced |
| Parallel Advisors, LLC | 16,269 | $134.4K | 0.00% | +3,495+27.4% | Added |
| Keel Point, LLC | 13,574 | $132.8K | 0.01% | +1,637+13.7% | Added |
| Sage Mountain Advisors LLC | 16,039 | $132.5K | 0.01% | +2,628+19.6% | Added |
| Simplicity Wealth,LLC | 16,023 | $132.4K | 0.00% | −151−0.9% | Reduced |
| Keudell/Morrison Wealth Management | 15,923 | $131.5K | 0.04% | +1,922+13.7% | Added |
| CIBC Private Wealth Group, LLC | 15,468 | $131.3K | 0.00% | −645−4.0% | Reduced |
| Greenleaf Trust | 15,792 | $130.4K | 0.00% | +15,792 | New |
| Flagship Harbor Advisors, LLC | 15,704 | $129.7K | 0.01% | −305−1.9% | Reduced |
| Independent Advisor Alliance | 15,546 | $128.4K | 0.00% | +405+2.7% | Added |
| Flow Traders U.S. LLC | 15,503 | $128.0K | 0.01% | +15,503 | New |
| Cornerstone Wealth Management, LLC | 15,325 | $126.6K | 0.01% | −348−2.2% | Reduced |