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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 480 | $4.58K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $4.77K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 505 | $4.81K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 517 | $4.93K | 0.00% | +517 | New |
| Conquis Financial LLC | 522 | $4.98K | 0.01% | +522 | New |
| Oliver Lagore Vanvalin Investment Group | 523 | $4.99K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 589 | $5.57K | 0.00% | +589 | New |
| Eastern Bank | 585 | $5.58K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 587 | $5.60K | 0.00% | +50+9.3% | Added |
| Beacon Capital Management, LLC | 625 | $5.96K | 0.00% | +203+48.1% | Added |
| Financial Perspectives, Inc | 628 | $5.99K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $6.07K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 650 | $6.20K | 0.00% | +150+30.0% | Added |
| Cornerstone Planning Group LLC | 654 | $6.26K | 0.00% | +151+30.0% | Added |
| Cherry Tree Wealth Management, LLC | 676 | $6.45K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 682 | $6.51K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 695 | $6.63K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 705 | $6.73K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 719 | $6.86K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 732 | $6.98K | 0.00% | +732 | New |
| Financial Connections Group, Inc. | 741 | $7.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 740 | $7.06K | 0.00% | +60+8.8% | Added |
| Caitong International Asset Management Co., Ltd | 758 | $7.23K | 0.01% | +758 | New |
| GPS Wealth Strategies Group, LLC | 767 | $7.31K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 773 | $7.38K | 0.00% | +773 | New |
| North Star Investment Management Corp. | 775 | $7.39K | 0.00% | −2,800−78.3% | Reduced |
| Coppell Advisory Solutions LLC | 795 | $7.56K | 0.00% | +650+448.3% | Added |
| Zions Bancorporation, N.A. | 796 | $7.59K | 0.00% | −259−24.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 798 | $7.61K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 799 | $7.63K | 0.00% | +374+88.0% | Added |
| S.A. Mason LLC | 800 | $7.63K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 800 | $7.63K | 0.00% | +800 | New |
| MV Capital Management, Inc. | 804 | $7.67K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 833 | $7.95K | 0.00% | +600+257.5% | Added |
| Old Point Trust & Financial Services N A | 836 | $7.97K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 850 | $8.11K | 0.00% | −1,042−55.1% | Reduced |
| Sittner & Nelson, LLC | 853 | $8.14K | 0.00% | +172+25.3% | Added |
| Archer Investment Corp | 882 | $8.41K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 914 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 997 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $9.10K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 956 | $9.12K | 0.00% | +1+0.1% | Added |
| Ridgewood Investments LLC | 960 | $9.16K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 974 | $9.29K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 999 | $9.53K | 0.00% | +999 | New |
| Park Circle Co | 1,000 | $9.54K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,007 | $9.61K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,017 | $9.70K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,053 | $10.0K | 0.01% | +1,053 | New |
| Rosenberg Matthew Hamilton | 1,095 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,097 | $10.5K | 0.00% | +47+4.5% | Added |
| Peoples Bank | 1,100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,116 | $10.6K | 0.00% | −29−2.5% | Reduced |
| Accent Capital Management, LLC | 1,150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,177 | $11.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,166 | $11.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,173 | $11.2K | 0.00% | +134+12.9% | Added |
| Tortoise Investment Management, LLC | 1,200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,225 | $11.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,662 | $11.8K | 0.00% | +120+7.8% | Added |
| DT Investment Partners, LLC | 1,250 | $11.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,275 | $12.2K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,280 | $12.2K | 0.01% | +1,280 | New |
| Sound Income Strategies, LLC | 1,286 | $12.3K | 0.00% | −224−14.8% | Reduced |
| Tompkins Financial Corp | 1,300 | $12.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,311 | $12.5K | 0.00% | +1,311 | New |
| Macquarie Group Ltd | 1,352 | $13.0K | 0.00% | +441+48.4% | Added |
| Fortitude Family Office, LLC | 1,377 | $13.1K | 0.00% | −1,272−48.0% | Reduced |
| Glen Eagle Advisors, LLC | 1,439 | $13.7K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,451 | $13.8K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,487 | $14.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,471 | $14.0K | 0.00% | +1,117+315.5% | Added |
| Barclays PLC | 1,499 | $14.3K | 0.00% | −1−0.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,523 | $14.5K | 0.00% | +84+5.8% | Added |
| Ancora Advisors, LLC | 1,553 | $14.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,605 | $15.3K | 0.00% | −225−12.3% | Reduced |
| Princeton Global Asset Management LLC | 1,616 | $15.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,721 | $16.3K | 0.01% | +1,721 | New |
| West Branch Capital LLC | 1,714 | $16.4K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,782 | $17.0K | 0.00% | +825+86.2% | Added |
| HM Payson & Co | 1,810 | $17.3K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,845 | $17.6K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,883 | $18.0K | 0.00% | +2+0.1% | Added |
| SOA Wealth Advisors, LLC. | 1,935 | $18.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,947 | $18.6K | 0.00% | +153+8.5% | Added |
| Graney & King, LLC | 1,968 | $18.8K | 0.01% | +1,968 | New |
| NBT Bank N A | 1,983 | $18.9K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 2,000 | $19.1K | 0.02% | +2,000 | New |
| Key Financial Inc | 2,108 | $20.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 2,345 | $22.4K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 2,356 | $22.5K | 0.01% | +1,384+142.4% | Added |
| Salem Investment Counselors Inc | 2,411 | $23.0K | 0.00% | −217−8.3% | Reduced |
| Hilltop National Bank | 2,595 | $24.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,725 | $26.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2,745 | $26.2K | 0.00% | +2,745 | New |
| Sierra Ocean, LLC | 2,775 | $26.5K | 0.02% | +2,775 | New |
| City State Bank | 2,798 | $26.7K | 0.01% | −1,010−26.5% | Reduced |
| Atlas Capital Advisors LLC | 2,885 | $27.5K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3,000 | $28.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,009 | $28.7K | 0.00% | +433+16.8% | Added |