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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, 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.

Institutional holdersQ4 2024: 611 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 heldQ4 2024: $7.01B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q3 2024.

Institutions holding HLN in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Keener Financial Planning LLC58$00.00%00.0%Unchanged
Wood Tarver Financial Group, LLC92$00.00%+92New
Natixis1$100.00%00.0%Unchanged
Morse Asset Management, Inc3$290.00%00.0%Unchanged
Caitlin John, LLC3$290.00%00.0%Unchanged
Pillar Financial Advisors, LLC4$390.00%+4New
Wolff Wiese Magana LLC6$580.00%00.0%Unchanged
Leonteq Securities AG7$670.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC7$1000.00%+7New
High Note Wealth, LLC13$1240.00%+13New
Park Square Financial Group, LLC17$1620.00%+17New
First Financial Corp25$2390.00%−500−95.2%Reduced
Fairman Group, LLC25$2390.00%00.0%Unchanged
Creative Capital Management Investments LLC25$2390.00%+25New
Zurcher Kantonalbank (Zurich Cantonalbank)30$2860.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC30$2860.01%+30New
Bruce G. Allen Investments, LLC31$2960.00%−489−94.0%Reduced
Holos Integrated Wealth LLC40$3820.00%+40New
Bellwether Advisors, LLC41$3910.00%+41New
Mendota Financial Group, LLC41$3920.00%−24−36.9%Reduced
Glass Jacobson Investment Advisors llc41$3920.00%00.0%Unchanged
Sachetta, LLC47$4460.00%+47New
Prudent Man Investment Management, Inc.50$4770.00%+50New
Richardson Financial Services Inc.51$4870.00%−51−50.0%Reduced
Raleigh Capital Management Inc.60$5720.00%00.0%Unchanged
Centennial Bank71$6770.00%−174−71.0%Reduced
Abound Wealth Management76$7260.00%−15−16.5%Reduced
Hoey Investments, Inc85$8110.00%+53+165.6%Added
Peoples Financial Services Corp.100$9540.00%00.0%Unchanged
Harbor Investment Advisory, LLC100$9540.00%00.0%Unchanged
Oakworth Capital, Inc.100$9540.00%00.0%Unchanged
AllSquare Wealth Management LLC100$9540.00%00.0%Unchanged
Pflug Koory, LLC100$9540.00%00.0%Unchanged
Prestige Wealth Management Group LLC100$9540.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc100$9540.00%00.0%Unchanged
Aspect Partners, LLC100$9540.00%00.0%Unchanged
Decker Retirement Planning Inc.105$1.00K0.00%+105New
YANKCOM Partnership108$1.03K0.00%+108New
Tucker Asset Management LLC111$1.06K0.00%+22+24.7%Added
True Wealth Design, LLC119$1.14K0.00%+21+21.4%Added
FLP Wealth Management, LLC125$1.19K0.00%+125New
CVA Family Office, LLC125$1.19K0.00%00.0%Unchanged
FSA Wealth Management LLC128$1.22K0.00%00.0%Unchanged
Creekmur Asset Management LLC128$1.22K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.130$1.24K0.00%+130New
Beaird Harris Wealth Management, LLC130$1.24K0.00%+130New
NewSquare Capital LLC134$1.28K0.00%00.0%Unchanged
TD Capital Management LLC138$1.32K0.00%+138New
Pacific Center for Financial Services144$1.37K0.00%00.0%Unchanged
PSI Advisors, LLC147$1.40K0.00%00.0%Unchanged
Washington Trust Co150$1.43K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC159$1.52K0.00%−100−38.6%Reduced
Bank & Trust Co163$1.55K0.00%00.0%Unchanged
South Plains Financial, Inc.170$1.62K0.00%+170New
Hallmark Capital Management Inc175$1.67K0.00%00.0%Unchanged
Salomon & Ludwin, LLC188$1.79K0.00%−10−5.1%Reduced
Chesapeake Asset Management LLC190$1.81K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC208$1.89K0.00%+208New
Capital Analysts, LLC245$2.00K0.00%00.0%Unchanged
Stephens Consulting, LLC215$2.05K0.00%00.0%Unchanged
ORG Partners LLC221$2.11K0.00%00.0%Unchanged
Transce3nd, LLC221$2.11K0.00%+221New
Union Bancaire Privee, UBP SA229$2.18K0.00%+229New
Synergy Financial Management, LLC226$2.39K0.00%+226New
Boyd Watterson Asset Management LLC271$2.58K0.00%00.0%Unchanged
Bell Investment Advisors, Inc271$2.59K0.00%00.0%Unchanged
Bullock Wealth Management Group283$2.70K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC285$2.72K0.00%+285New
Truvestments Capital LLC291$2.78K0.00%00.0%Unchanged
CGC Financial Services, LLC293$2.79K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.300$2.86K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC300$2.86K0.00%00.0%Unchanged
WealthCollab, LLC300$2.86K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC304$2.90K0.00%−58−16.0%Reduced
Van Hulzen Asset Management, LLC305$2.91K0.00%+305New
TSFG, LLC318$3.00K0.00%00.0%Unchanged
Mascoma Wealth Management LLC326$3.11K0.00%+326New
HighMark Wealth Management LLC338$3.22K0.00%00.0%Unchanged
Webster Bank, N. A.348$3.32K0.00%00.0%Unchanged
Asset Dedication, LLC356$3.40K0.00%+100+39.1%Added
Millstone Evans Group, LLC361$3.44K0.00%+361New
Transcendent Capital Group LLC368$3.51K0.00%00.0%Unchanged
Raffa Wealth Management, LLC368$3.51K0.00%+334+982.4%Added
Cary Street Partner Investment Advisory LLC371$3.54K0.00%−19,357−98.1%Reduced
Plante Moran Financial Advisors, LLC373$3.56K0.00%−810−68.5%Reduced
GHP Investment Advisors, Inc.375$3.58K0.00%00.0%Unchanged
Broadwater Capital Management LLC375$3.58K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC383$3.65K0.00%+383New
WPG Advisers, LLC385$3.67K0.00%+385New
Quest 10 Wealth Builders, Inc.388$3.71K0.00%+388New
Anchor Investment Management, LLC400$3.82K0.00%00.0%Unchanged
Northwest Capital Management Inc400$3.82K0.00%00.0%Unchanged
Arlington Trust Co LLC400$3.82K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC416$3.97K0.00%+116+38.7%Added
Provenance Wealth Advisors, LLC417$3.98K0.00%00.0%Unchanged
Briaud Financial Planning, Inc508$4.00K0.00%00.0%Unchanged
First Command Advisory Services, Inc.423$4.04K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA445$4.25K0.00%+445New
Centricity Wealth Management, LLC445$4.25K0.00%+445New
Compass Wealth Management LLC455$4.34K0.00%00.0%Unchanged