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 |
|---|---|---|---|---|---|
| Hilltop National Bank | 2,595 | $21.4K | 0.01% | −80−3.0% | Reduced |
| RFP Financial Group LLC | 2,395 | $19.8K | 0.01% | +1,469+158.6% | Added |
| FIL Ltd | 2,316 | $19.1K | 0.00% | +792+52.0% | Added |
| Assetmark, Inc | 2,167 | $17.9K | 0.00% | −11,975−84.7% | Reduced |
| Flputnam Investment Management Co | 2,100 | $17.3K | 0.00% | +2,100 | New |
| Opal Wealth Advisors, LLC | 1,982 | $16.4K | 0.01% | +1,982 | New |
| Colonial Trust Co | 1,978 | $16.3K | 0.00% | +1,118+130.0% | Added |
| Continuum Advisory, LLC | 1,968 | $16.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,953 | $16.1K | 0.00% | +1,842+1,659.5% | Added |
| SOA Wealth Advisors, LLC. | 1,935 | $16.0K | 0.00% | −94−4.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,932 | $16.0K | 0.00% | −590−23.4% | Reduced |
| Deutsche Bank AG | 1,892 | $15.6K | 0.00% | +642+51.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,889 | $15.6K | 0.02% | +1,889 | New |
| LRI Investments, LLC | 1,845 | $15.2K | 0.00% | +1,374+291.7% | Added |
| Princeton Global Asset Management LLC | 1,816 | $15.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,810 | $15.0K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,769 | $14.6K | 0.01% | +1,769 | New |
| Glen Eagle Advisors, LLC | 1,747 | $14.4K | 0.00% | −98−5.3% | Reduced |
| City Holding Co | 1,715 | $14.2K | 0.00% | −650−27.5% | Reduced |
| West Branch Capital LLC | 1,650 | $13.6K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,630 | $13.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,591 | $13.1K | 0.01% | −1,125−41.4% | Reduced |
| Mather Group, LLC. | 1,540 | $13.1K | 0.00% | +587+61.6% | Added |
| Ancora Advisors, LLC | 1,554 | $12.8K | 0.00% | −300−16.2% | Reduced |
| Colonial Trust Advisors | 1,519 | $12.5K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,500 | $12.4K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,487 | $12.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,451 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,401 | $11.6K | 0.00% | +1,134+424.7% | Added |
| Johnson Financial Group, Inc. | 1,400 | $11.6K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,352 | $11.2K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,300 | $10.7K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,275 | $10.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,264 | $10.4K | 0.00% | +63+5.2% | Added |
| DT Investment Partners, LLC | 1,250 | $10.3K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,177 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,200 | $9.91K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,615 | $9.82K | 0.00% | +631+64.1% | Added |
| Key Financial Inc | 1,176 | $9.71K | 0.00% | −1,108−48.5% | Reduced |
| Accent Capital Management, LLC | 1,150 | $9.50K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,095 | $9.11K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 1,100 | $9.09K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,096 | $9.05K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,050 | $8.67K | 0.00% | −30−2.8% | Reduced |
| TCTC Holdings, LLC | 1,017 | $8.40K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $8.31K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $8.26K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 970 | $8.02K | 0.00% | −68−6.6% | Reduced |
| Valley National Advisers Inc | 997 | $8.00K | 0.00% | −31−3.0% | Reduced |
| Winch Advisory Services, LLC | 967 | $7.99K | 0.00% | +12+1.3% | Added |
| Ridgewood Investments LLC | 961 | $7.94K | 0.00% | +961 | New |
| Sandy Spring Bank | 957 | $7.91K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 898 | $7.62K | 0.00% | +22+2.5% | Added |
| Register Financial Advisors LLC | 893 | $7.38K | 0.00% | +8+0.9% | Added |
| Plante Moran Financial Advisors, LLC | 883 | $7.29K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 879 | $7.26K | 0.00% | +126+16.7% | Added |
| Hazlett, Burt & Watson, Inc. | 913 | $7.00K | 0.00% | −821−47.3% | Reduced |
| Macquarie Group Ltd | 858 | $7.00K | 0.00% | −347−28.8% | Reduced |
| Old Point Trust & Financial Services N A | 836 | $6.91K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 804 | $6.64K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 800 | $6.61K | 0.00% | −400−33.3% | Reduced |
| S.A. Mason LLC | 800 | $6.61K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 798 | $6.59K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 755 | $6.00K | 0.00% | −443−37.0% | Reduced |
| Financial Connections Group, Inc. | 741 | $6.00K | 0.00% | +741 | New |
| Toth Financial Advisory Corp | 705 | $5.82K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 695 | $5.74K | 0.00% | −125−15.2% | Reduced |
| Piscataqua Savings Bank | 682 | $5.63K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 681 | $5.63K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 680 | $5.62K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 676 | $5.58K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 647 | $5.34K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $5.25K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 626 | $5.17K | 0.00% | +3+0.5% | Added |
| Sound Income Strategies, LLC | 623 | $5.15K | 0.00% | −69−10.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 623 | $5.15K | 0.00% | +100+19.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 680 | $5.00K | 0.00% | +5+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 600 | $4.96K | 0.00% | −715−54.4% | Reduced |
| Main Street Group, LTD | 580 | $4.83K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 573 | $4.73K | 0.00% | −62−9.8% | Reduced |
| Larson Financial Group LLC | 559 | $4.62K | 0.00% | −739−56.9% | Reduced |
| Transcendent Capital Group LLC | 559 | $4.62K | 0.00% | −184−24.8% | Reduced |
| Cornerstone Planning Group LLC | 470 | $4.47K | 0.00% | +219+87.3% | Added |
| St Germain D J Co Inc | 537 | $4.44K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 525 | $4.34K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 509 | $4.21K | 0.00% | +450+762.7% | Added |
| Sunbelt Securities, Inc. | 505 | $4.17K | 0.00% | −2,438−82.8% | Reduced |
| America First Investment Advisors, LLC | 500 | $4.13K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 500 | $4.13K | 0.00% | +500 | New |
| Briaud Financial Planning, Inc | 508 | $4.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 480 | $3.96K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 461 | $3.81K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 455 | $3.76K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 455 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 425 | $3.51K | 0.00% | +2+0.5% | Added |
| Provenance Wealth Advisors, LLC | 417 | $3.44K | 0.00% | −430−50.8% | Reduced |
| 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 |