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, Q4 2024
Institutional positions in Haleon plc as of Dec 31, 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
- 611
- +31 vs. Q3 2024
- Shares held
- 734.3M
- +222.9M (+43.6%) vs. Q3 2024
- Total value
- $7.01B
- +$1.60B (+29.6%) vs. Q3 2024
- New holders
- 99
- 202 more added
- Sold out
- 68
- 174 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pfizer Inc | 197,228,952 | $1.88B | 72.59% | +197,228,952 | New |
| Dodge & Cox | 178,744,926 | $1.71B | 0.99% | −427,457−0.2% | Reduced |
| FMR LLC | 108,827,814 | $1.04B | 0.06% | +3,909,545+3.7% | Added |
| Clearbridge Investments, LLC | 32,803,243 | $312.9M | 0.25% | −4,567,165−12.2% | Reduced |
| Harding Loevner LP | 24,126,342 | $230.2M | 1.56% | −761,666−3.1% | Reduced |
| Wellington Management Group LLP | 15,328,325 | $146.2M | 0.03% | +6,175,835+67.5% | Added |
| Morgan Stanley | 9,891,621 | $94.4M | 0.01% | +1,653,824+20.1% | Added |
| Sculptor Capital LP | 8,887,098 | $84.8M | 1.35% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 8,750,572 | $83.5M | 0.16% | −239,477−2.7% | Reduced |
| Douglas Lane & Associates, LLC | 8,624,149 | $82.3M | 1.16% | +161,865+1.9% | Added |
| Envestnet Asset Management Inc | 7,630,307 | $72.8M | 0.02% | +58,444+0.8% | Added |
| UBS Group AG | 6,728,886 | $64.2M | 0.01% | +5,376,276+397.5% | Added |
| Goldman Sachs Group Inc | 6,270,993 | $59.8M | 0.01% | +588,039+10.3% | Added |
| Citadel Advisors LLC | 6,105,593 | $58.2M | 0.05% | +4,901,017+406.9% | Added |
| JPMorgan Chase & Co | 6,014,903 | $57.4M | 0.00% | +930,701+18.3% | Added |
| Bank of America Corp | 5,521,857 | $52.7M | 0.00% | −211,455−3.7% | Reduced |
| Northern Trust Corp | 5,412,542 | $51.6M | 0.01% | +1,172,931+27.7% | Added |
| Nuveen Asset Management, LLC | 4,996,316 | $47.7M | 0.01% | +12,351+0.2% | Added |
| Point72 Asset Management, L.P. | 4,728,497 | $45.1M | 0.12% | +4,728,497 | New |
| Raymond James Financial Inc | 4,422,759 | $42.2M | 0.02% | +4,422,759 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 3,765,864 | $39.6M | 0.12% | +3,765,864 | New |
| BlackRock, Inc. | 3,658,553 | $34.9M | 0.00% | +622,646+20.5% | Added |
| Van Eck Associates Corp | 3,509,400 | $33.5M | 0.04% | +418,609+13.5% | Added |
| Wells Fargo & Company | 3,256,773 | $31.1M | 0.01% | −44,794−1.4% | Reduced |
| Bain Capital Public Equity Management II, LLC | 2,844,010 | $27.1M | 1.25% | +165,929+6.2% | Added |
| Royal Bank of Canada | 2,733,615 | $26.1M | 0.01% | +1,052,462+62.6% | Added |
| Samlyn Capital, LLC | 2,350,130 | $22.4M | 0.36% | +2,350,130 | New |
| First Eagle Investment Management, LLC | 2,104,289 | $20.1M | 0.04% | +93,553+4.7% | Added |
| Bank of New York Mellon Corp | 2,071,017 | $19.8M | 0.00% | +475,934+29.8% | Added |
| Stifel Financial Corp | 2,033,298 | $19.4M | 0.02% | +88,749+4.6% | Added |
| Clark Estates Inc | 2,000,000 | $19.1M | 3.69% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,799,005 | $17.2M | 0.01% | +10,264+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,769,937 | $16.9M | 0.04% | −61,826−3.4% | Reduced |
| Invesco Ltd. | 1,622,516 | $15.5M | 0.00% | −89,660−5.2% | Reduced |
| Natixis Advisors, L.P. | 1,527,392 | $14.6M | 0.03% | +53,625+3.6% | Added |
| Cambiar Investors LLC | 1,432,508 | $13.7M | 0.54% | −81,673−5.4% | Reduced |
| Qube Research & Technologies Ltd | 1,318,738 | $12.6M | 0.02% | +1,116,748+552.9% | Added |
| LPL Financial LLC | 1,160,459 | $11.1M | 0.00% | +205,505+21.5% | Added |
| Heathbridge Capital Management Ltd. | 1,109,300 | $10.6M | 4.21% | −16,100−1.4% | Reduced |
| Citigroup Inc | 1,051,551 | $10.0M | 0.01% | +15,762+1.5% | Added |
| Exencial Wealth Advisors, LLC | 1,048,167 | $10.0M | 0.37% | −17,434−1.6% | Reduced |
| Russell Investments Group, Ltd. | 995,241 | $9.49M | 0.01% | +12,731+1.3% | Added |
| Neuberger Berman Group LLC | 959,893 | $9.16M | 0.01% | −16,773−1.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 935,260 | $8.92M | 0.01% | +935,260 | New |
| Janney Montgomery Scott LLC | 850,563 | $8.11M | 0.02% | +99,666+13.3% | Added |
| GAM Holding AG | 792,102 | $7.56M | 0.56% | −57,182−6.7% | Reduced |
| SEI Investments Co | 760,841 | $7.26M | 0.01% | −12,439−1.6% | Reduced |
| Dimensional Fund Advisors LP | 754,364 | $7.20M | 0.00% | −48,334−6.0% | Reduced |
| Oppenheimer Asset Management Inc. | 739,344 | $7.05M | 0.09% | −28,258−3.7% | Reduced |
| US Bancorp | 734,815 | $7.01M | 0.01% | −22,654−3.0% | Reduced |
| American Century Companies Inc | 719,890 | $6.87M | 0.00% | +41,189+6.1% | Added |
| Bank of Montreal | 704,757 | $6.72M | 0.00% | −12,417−1.7% | Reduced |
| Jarislowsky, Fraser Ltd | 697,108 | $6.65M | 0.04% | +56,615+8.8% | Added |
| Mariner, LLC | 695,406 | $6.63M | 0.01% | +268,570+62.9% | Added |
| Welch & Forbes LLC | 644,681 | $6.15M | 0.08% | −3,329−0.5% | Reduced |
| Cerity Partners LLC | 584,164 | $5.95M | 0.01% | +7,631+1.3% | Added |
| Renaissance Technologies LLC | 613,099 | $5.85M | 0.01% | −448,300−42.2% | Reduced |
| Hantz Financial Services, Inc. | 604,946 | $5.77M | 0.10% | +182,015+43.0% | Added |
| Quantinno Capital Management LP | 577,518 | $5.51M | 0.05% | +87,557+17.9% | Added |
| Voloridge Investment Management, LLC | 576,369 | $5.50M | 0.02% | +576,369 | New |
| Truist Financial Corp | 561,120 | $5.35M | 0.01% | −15,529−2.7% | Reduced |
| Millennium Management LLC | 528,891 | $5.05M | 0.00% | +239,019+82.5% | Added |
| Crossmark Global Holdings, Inc. | 499,430 | $4.76M | 0.09% | +18,670+3.9% | Added |
| Fisher Asset Management, LLC | 438,995 | $4.19M | 0.00% | −13,243,267−96.8% | Reduced |
| Cubist Systematic Strategies, LLC | 421,631 | $4.02M | 0.07% | +421,631 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 392,409 | $3.74M | 0.01% | +310,194+377.3% | Added |
| Brinker Capital Investments, LLC | 379,174 | $3.62M | 0.04% | −10,298−2.6% | Reduced |
| Orion Portfolio Solutions, LLC | 379,174 | $3.62M | 0.04% | −10,298−2.6% | Reduced |
| State Street Corp | 372,079 | $3.55M | 0.00% | −8,200−2.2% | Reduced |
| HighTower Advisors, LLC | 362,685 | $3.46M | 0.00% | +11,890+3.4% | Added |
| Creative Planning | 359,004 | $3.42M | 0.00% | +73,777+25.9% | Added |
| O'Shaughnessy Asset Management, LLC | 354,436 | $3.38M | 0.03% | +207,577+141.3% | Added |
| Manning & Napier Advisors LLC | 331,053 | $3.16M | 0.04% | −11,557−3.4% | Reduced |
| QRG Capital Management, Inc. | 326,356 | $3.11M | 0.03% | +124,422+61.6% | Added |
| First Hawaiian Bank | 323,387 | $3.09M | 0.10% | −510.0% | Reduced |
| WCM Investment Management, LLC | 313,712 | $2.98M | 0.01% | +154,947+97.6% | Added |
| RSM US Wealth Management LLC | 308,544 | $2.93M | 0.04% | −18,824−5.8% | Reduced |
| Fifth Third Bancorp | 303,549 | $2.90M | 0.01% | −68,010−18.3% | Reduced |
| Captrust Financial Advisors | 296,953 | $2.83M | 0.01% | −5,410−1.8% | Reduced |
| Davenport & Co LLC | 286,204 | $2.73M | 0.02% | −4,207−1.4% | Reduced |
| Pitcairn Co | 275,848 | $2.63M | 0.16% | +25,661+10.3% | Added |
| Balyasny Asset Management LLC | 267,867 | $2.56M | 0.01% | +267,867 | New |
| Mercer Global Advisors Inc | 266,881 | $2.55M | 0.01% | +96,574+56.7% | Added |
| Charles Schwab Investment Management Inc | 265,744 | $2.54M | 0.00% | +62,161+30.5% | Added |
| Franklin Resources Inc | 253,498 | $2.42M | 0.00% | −1,321−0.5% | Reduced |
| Two Sigma Advisers, LP | 250,600 | $2.39M | 0.01% | +250,600 | New |
| William Blair Investment Management, LLC | 246,458 | $2.35M | 0.01% | −51,200−17.2% | Reduced |
| MML Investors Services, LLC | 242,603 | $2.31M | 0.01% | −50,179−17.1% | Reduced |
| TownSquare Capital, LLC | 240,952 | $2.30M | 0.03% | −234,666−49.3% | Reduced |
| Sanctuary Advisors, LLC | 239,879 | $2.30M | 0.01% | −5,431−2.2% | Reduced |
| Keybank National Association | 231,848 | $2.21M | 0.01% | −1,377−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 230,240 | $2.20M | 0.14% | +67,329+41.3% | Added |
| Keystone Financial Planning, Inc. | 224,919 | $2.15M | 0.67% | −6,322−2.7% | Reduced |
| Eagle Global Advisors LLC | 224,000 | $2.14M | 0.09% | +224,000 | New |
| Commonwealth Equity Services, LLC | 215,604 | $2.06M | 0.00% | −7,397−3.3% | Reduced |
| Silvercrest Asset Management Group LLC | 215,071 | $2.05M | 0.01% | −610−0.3% | Reduced |
| Jane Street Group, LLC | 208,666 | $1.99M | 0.00% | −56,311−21.3% | Reduced |
| The PNC Financial Services Group, Inc. | 207,468 | $1.98M | 0.00% | −3,858−1.8% | Reduced |
| Callan Family Office, LLC | 206,499 | $1.97M | 0.13% | +206,499 | New |
| Kahn Brothers Group Inc | 203,033 | $1.94M | 0.42% | −38,919−16.1% | Reduced |