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Livermore
Livermore
ZHEN

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, Q3 2024

Institutional positions in Haleon plc as of Sep 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
589
+16 vs. Q2 2024
Shares held
515.9M
−1.55M (−0.3%) vs. Q2 2024
Total value
$5.45B
+$1.18B (+27.7%) vs. Q2 2024
New holders
71
182 more added
Sold out
55
196 more reduced

9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 589 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 548 institutionsQ4 2022: 587 institutionsQ1 2023: 578 institutionsQ2 2023: 579 institutionsQ3 2023: 570 institutionsQ4 2023: 592 institutionsQ1 2024: 599 institutionsQ2 2024: 582 institutionsQ3 2024: 589 institutionsQ4 2024: 611 institutionsQ1 2025: 600 institutionsQ2 2025: 627 institutionsQ3 2025: 600 institutionsQ4 2025: 609 institutionsQ1 2026: 627 institutionsQ2 2026: 647 institutions
Value heldQ3 2024: $5.45B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $1.88BQ4 2022: $2.69BQ1 2023: $3.01BQ2 2023: $3.17BQ3 2023: $3.26BQ4 2023: $3.24BQ1 2024: $4.31BQ2 2024: $4.29BQ3 2024: $5.45BQ4 2024: $7.01BQ1 2025: $5.86BQ2 2025: $5.98BQ3 2025: $4.93BQ4 2025: $5.72BQ1 2026: $5.69BQ2 2026: $5.52B
Institutions holding HLN and their total value by quarter
QuarterHoldersValue
Q2 2026647$5.52B
Q1 2026627$5.69B
Q4 2025609$5.72B
Q3 2025600$4.93B
Q2 2025627$5.98B
Q1 2025600$5.86B
Q4 2024611$7.01B
Q3 2024589$5.45B
Q2 2024582$4.29B
Q1 2024599$4.31B
Q4 2023592$3.24B
Q3 2023570$3.26B
Q2 2023579$3.17B
Q1 2023578$3.01B
Q4 2022587$2.69B
Q3 2022548$1.88B
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q2 2024.

Institutions holding HLN in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Keener Financial Planning LLC58$00.00%00.0%Unchanged
Natixis1$110.00%00.0%Unchanged
Northwest Financial Advisors1$110.00%+1New
Caitlin John, LLC3$280.00%00.0%Unchanged
Morse Asset Management, Inc3$320.00%+3New
Wolff Wiese Magana LLC6$640.00%00.0%Unchanged
Leonteq Securities AG7$740.00%00.0%Unchanged
Hoey Investments, Inc32$2650.00%00.0%Unchanged
Fairman Group, LLC25$2650.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)30$3170.00%00.0%Unchanged
Raffa Wealth Management, LLC34$3600.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc41$4340.00%00.0%Unchanged
Raleigh Capital Management Inc.60$6350.00%00.0%Unchanged
Annapolis Financial Services, LLC63$6700.00%+63New
Mendota Financial Group, LLC65$6880.00%+24+58.5%Added
IMA Wealth, Inc.78$8250.00%+78New
Duncker Streett & Co Inc83$8780.00%+83New
Tucker Asset Management LLC89$9420.00%−105−54.1%Reduced
Richardson Financial Services Inc.102$9610.00%+51+100.0%Added
Abound Wealth Management91$9630.00%00.0%Unchanged
Avion Wealth100$1.00K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP97$1.03K0.00%00.0%Unchanged
True Wealth Design, LLC98$1.04K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC100$1.06K0.00%−361−78.3%Reduced
Peoples Financial Services Corp.100$1.06K0.00%00.0%Unchanged
Oakworth Capital, Inc.100$1.06K0.00%00.0%Unchanged
AllSquare Wealth Management LLC100$1.06K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC100$1.06K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc100$1.06K0.00%00.0%Unchanged
Aspect Partners, LLC100$1.06K0.00%00.0%Unchanged
Clear Point Advisors Inc.100$1.06K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$1.06K0.00%+100New
Pflug Koory, LLC100$1.06K0.00%+100New
Godsey & Gibb Associates107$1.13K0.00%+57+114.0%Added
CVA Family Office, LLC125$1.32K0.00%00.0%Unchanged
FSA Wealth Management LLC128$1.35K0.00%+128New
Creekmur Asset Management LLC128$1.35K0.00%00.0%Unchanged
NewSquare Capital LLC134$1.42K0.00%00.0%Unchanged
WR Wealth Planners, LLC140$1.48K0.00%00.0%Unchanged
McMahon Financial Advisors, LLC141$1.49K0.00%00.0%Unchanged
Pacific Center for Financial Services144$1.52K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC145$1.55K0.00%+111+326.5%Added
PSI Advisors, LLC147$1.55K0.00%+1+0.7%Added
Washington Trust Co150$1.59K0.00%00.0%Unchanged
Claris Advisors, LLC151$1.60K0.00%+151New
Bank & Trust Co163$1.73K0.00%00.0%Unchanged
Versant Capital Management, Inc165$1.75K0.00%+165New
REAP Financial Group, LLC169$1.79K0.00%+169New
Hallmark Capital Management Inc175$1.85K0.00%00.0%Unchanged
Chesapeake Asset Management LLC190$2.01K0.00%00.0%Unchanged
Concord Wealth Partners194$2.05K0.00%+194New
Salomon & Ludwin, LLC198$2.10K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC200$2.12K0.00%00.0%Unchanged
Stephens Consulting, LLC215$2.27K0.00%00.0%Unchanged
ORG Partners LLC221$2.34K0.00%00.0%Unchanged
Parkside Financial Bank & Trust233$2.47K0.00%+83+55.3%Added
Centennial Bank245$2.59K0.00%00.0%Unchanged
Asset Dedication, LLC256$2.71K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC259$2.74K0.00%−250−49.1%Reduced
Compagnie Lombard Odier SCmA268$2.83K0.00%+268New
Boyd Watterson Asset Management LLC271$2.87K0.00%−45−14.2%Reduced
Bell Investment Advisors, Inc271$2.87K0.00%00.0%Unchanged
TSFG, LLC318$3.00K0.00%00.0%Unchanged
Capital Analysts, LLC245$3.00K0.00%+1+0.4%Added
Resources Management Corp300$3.00K0.00%+300New
Bullock Wealth Management Group283$3.02K0.00%00.0%Unchanged
Truvestments Capital LLC291$3.08K0.00%+291New
CGC Financial Services, LLC293$3.10K0.00%00.0%Unchanged
Thompson Investment Management, Inc.300$3.17K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC300$3.17K0.00%00.0%Unchanged
WealthCollab, LLC300$3.17K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC300$3.17K0.00%+250+500.0%Added
Brown, Lisle/Cummings, Inc.300$3.17K0.00%+300New
HighMark Wealth Management LLC338$3.57K0.00%+1+0.3%Added
Webster Bank, N. A.348$3.68K0.00%00.0%Unchanged
Venturi Wealth Management, LLC354$3.75K0.00%+354New
Carolinas Wealth Consulting LLC362$3.83K0.00%+362New
Transcendent Capital Group LLC368$3.89K0.00%−191−34.2%Reduced
GHP Investment Advisors, Inc.375$3.97K0.00%00.0%Unchanged
Broadwater Capital Management LLC375$3.97K0.00%00.0%Unchanged
Anchor Investment Management, LLC400$4.23K0.00%00.0%Unchanged
Northwest Capital Management Inc400$4.23K0.00%00.0%Unchanged
Arlington Trust Co LLC400$4.23K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.400$4.23K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC417$4.41K0.00%00.0%Unchanged
Beacon Capital Management, LLC422$4.46K0.00%+161+61.7%Added
First Command Advisory Services, Inc.423$4.47K0.00%−150−26.2%Reduced
Bogart Wealth, LLC425$4.50K0.00%00.0%Unchanged
Planned Solutions, Inc.440$4.66K0.00%+440New
Capital Performance Advisors LLP441$4.67K0.00%+441New
Compass Wealth Management LLC455$4.81K0.00%00.0%Unchanged
Cornerstone Planning Group LLC503$4.98K0.00%+33+7.0%Added
Briaud Financial Planning, Inc508$5.00K0.00%00.0%Unchanged
MCF Advisors LLC480$5.08K0.00%00.0%Unchanged
Optimum Investment Advisors500$5.29K0.00%−300−37.5%Reduced
Cape Investment Advisory, Inc.500$5.29K0.00%−147−22.7%Reduced
Northwest Investment Counselors, LLC500$5.29K0.00%+500New
Sunbelt Securities, Inc.505$5.35K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC520$5.50K0.00%+489+1,577.4%Added
Oliver Lagore Vanvalin Investment Group523$5.53K0.00%−100−16.1%Reduced