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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 3,154 | $30.1K | 0.00% | +441+16.3% | Added |
| GW&K Investment Management, LLC | 3,251 | $31.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,990 | $32.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,484 | $33.0K | 0.00% | −140−3.9% | Reduced |
| Barrett & Company, Inc. | 3,486 | $33.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,513 | $33.5K | 0.01% | +3,348+2,029.1% | Added |
| Toronto Dominion Bank | 3,570 | $34.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,643 | $34.8K | 0.00% | +3,643 | New |
| Montag A & Associates Inc | 3,755 | $35.8K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4,000 | $38.2K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 4,049 | $38.6K | 0.00% | +1,270+45.7% | Added |
| Spire Wealth Management | 4,140 | $39.5K | 0.00% | +4,140 | New |
| Washington Trust Advisors, Inc. | 4,147 | $39.6K | 0.00% | +295+7.7% | Added |
| Stance Capital LLC | 4,231 | $40.4K | 0.03% | +4,231 | New |
| Huntington National Bank | 4,295 | $41.0K | 0.00% | −34,789−89.0% | Reduced |
| Rothschild Investment LLC | 4,585 | $43.7K | 0.00% | +221+5.1% | Added |
| Addison Advisors LLC | 4,954 | $47.3K | 0.01% | +1,106+28.7% | Added |
| SRS Capital Advisors, Inc. | 5,052 | $48.2K | 0.00% | −254−4.8% | Reduced |
| Hemington Wealth Management | 5,340 | $50.0K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 5,362 | $51.2K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5,428 | $51.8K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,623 | $53.6K | 0.00% | +3,596+177.4% | Added |
| Skopos Labs, Inc. | 6,080 | $58.0K | 0.02% | +3,812+168.1% | Added |
| POM Investment Strategies, LLC | 6,178 | $58.9K | 0.04% | −518−7.7% | Reduced |
| AdvisorNet Financial, Inc | 6,221 | $59.3K | 0.00% | −3,211−34.0% | Reduced |
| Pinnacle Bancorp, Inc. | 6,322 | $60.3K | 0.02% | −263−4.0% | Reduced |
| TD Waterhouse Canada Inc. | 6,723 | $64.1K | 0.00% | −279−4.0% | Reduced |
| Proequities, Inc. | 7,095 | $65.4K | 0.00% | −904−11.3% | Reduced |
| Harbour Investments, Inc. | 6,915 | $66.0K | 0.00% | +279+4.2% | Added |
| Whittier Trust Co of Nevada Inc | 6,978 | $66.6K | 0.00% | −2,214−24.1% | Reduced |
| Whittier Trust Co | 7,020 | $67.0K | 0.00% | −19,014−73.0% | Reduced |
| Brown Brothers Harriman & Co | 7,569 | $72.2K | 0.00% | −6,084−44.6% | Reduced |
| Cromwell Holdings LLC | 7,663 | $73.1K | 0.04% | −617−7.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,793 | $74.3K | 0.00% | −41,663−84.2% | Reduced |
| IFP Advisors, Inc | 7,951 | $75.9K | 0.00% | +649+8.9% | Added |
| Central Trust Co | 8,932 | $85.2K | 0.00% | +1,430+19.1% | Added |
| Private Trust Co NA | 8,938 | $85.3K | 0.01% | +838+10.3% | Added |
| Lindbrook Capital, LLC | 9,355 | $89.2K | 0.01% | +1,724+22.6% | Added |
| Allworth Financial LP | 9,884 | $90.2K | 0.00% | +2,383+31.8% | Added |
| Hexagon Capital Partners LLC | 9,593 | $91.5K | 0.02% | +1,660+20.9% | Added |
| GeoWealth Management, LLC | 9,876 | $94.2K | 0.00% | +3,975+67.4% | Added |
| CKW Financial Group | 10,000 | $95.0K | 0.01% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 10,000 | $95.4K | 0.01% | 00.0% | Unchanged |
| GFS Advisors, LLC | 10,025 | $96.0K | 0.01% | +10,025 | New |
| Brucke Financial, Inc. | 10,142 | $96.0K | 0.08% | +10,142 | New |
| HSBC Holdings PLC | 10,167 | $97.0K | 0.00% | −5,008−33.0% | Reduced |
| PFW Advisors LLC | 10,381 | $99.0K | 0.03% | +10,381 | New |
| Blue Barn Wealth, LLC | 10,390 | $99.1K | 0.05% | −5,152−33.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,439 | $99.6K | 0.00% | −58−0.6% | Reduced |
| Sivia Capital Partners, LLC | 10,689 | $102.0K | 0.05% | −930−8.0% | Reduced |
| SeaCrest Wealth Management, LLC | 10,696 | $102.0K | 0.01% | +10,696 | New |
| Excalibur Management Corp | 10,859 | $103.6K | 0.04% | −17−0.2% | Reduced |
| Atala Financial Inc | 10,871 | $103.7K | 0.07% | +10,871 | New |
| Sage Mountain Advisors LLC | 11,236 | $107.2K | 0.01% | −4,902−30.4% | Reduced |
| Wright Investors Service Inc | 11,371 | $108.5K | 0.04% | −438−3.7% | Reduced |
| Hilltop Holdings Inc. | 11,522 | $109.9K | 0.01% | −1,004−8.0% | Reduced |
| Kingsview Wealth Management, LLC | 11,753 | $112.1K | 0.00% | −10.0% | Reduced |
| Fiduciary Alliance LLC | 11,753 | $112.1K | 0.01% | +11,753 | New |
| Wrapmanager Inc | 11,781 | $112.4K | 0.03% | +11,781 | New |
| Farther Finance Advisors, LLC | 11,820 | $112.8K | 0.00% | +884+8.1% | Added |
| Quadcap Wealth Management, LLC | 11,905 | $113.6K | 0.02% | −1,991−14.3% | Reduced |
| Lazard Asset Management LLC | 12,000 | $114.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 11,971 | $114.2K | 0.02% | +11,971 | New |
| Holistic Financial Partners | 12,207 | $116.5K | 0.06% | +1,518+14.2% | Added |
| Kovitz Investment Group Partners, LLC | 12,236 | $116.7K | 0.00% | −683−5.3% | Reduced |
| Ballew Advisors, Inc | 12,859 | $117.0K | 0.07% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,308 | $117.4K | 0.00% | −372−2.9% | Reduced |
| FORA Capital, LLC | 12,405 | $118.3K | 0.01% | −84,587−87.2% | Reduced |
| Boston Private Wealth LLC | 12,644 | $120.6K | 0.00% | +12,644 | New |
| Thoroughbred Financial Services, LLC | 13,102 | $124.0K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 13,000 | $124.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 13,015 | $124.2K | 0.03% | −452−3.4% | Reduced |
| Endowment Wealth Management, Inc. | 13,064 | $124.6K | 0.08% | +127+1.0% | Added |
| Global Retirement Partners, LLC | 13,168 | $125.6K | 0.00% | −4,400−25.0% | Reduced |
| Wedbush Securities Inc | 13,192 | $126.0K | 0.00% | +13,192 | New |
| Umb Bank N A | 13,214 | $126.1K | 0.00% | +111+0.8% | Added |
| Wallace Advisory Group, LLC | 11,929 | $126.2K | 0.09% | −5,620−32.0% | Reduced |
| Prospect Financial Group LLC | 13,809 | $131.7K | 0.16% | +13,809 | New |
| Rehmann Capital Advisory Group | 13,917 | $132.8K | 0.01% | +242+1.8% | Added |
| Cornerstone Wealth Management, LLC | 13,940 | $133.0K | 0.01% | −740−5.0% | Reduced |
| National Bank of Canada | 13,992 | $133.5K | 0.00% | +9,262+195.8% | Added |
| Logan Capital Management Inc | 14,001 | $133.6K | 0.01% | +101+0.7% | Added |
| Horizon Kinetics Asset Management LLC | 14,082 | $134.3K | 0.00% | +591+4.4% | Added |
| Simplicity Wealth,LLC | 14,347 | $136.9K | 0.03% | −1,630−10.2% | Reduced |
| Flagship Harbor Advisors, LLC | 14,404 | $137.4K | 0.01% | −786−5.2% | Reduced |
| EverSource Wealth Advisors, LLC | 14,601 | $139.3K | 0.01% | +2,747+23.2% | Added |
| National Asset Management, Inc. | 14,755 | $140.8K | 0.00% | −2,743−15.7% | Reduced |
| Bleakley Financial Group, LLC | 14,784 | $141.0K | 0.00% | +2,921+24.6% | Added |
| Icon Wealth Advisors, LLC | 14,791 | $141.1K | 0.01% | −7,924−34.9% | Reduced |
| Sage Rhino Capital LLC | 14,845 | $141.6K | 0.03% | +216+1.5% | Added |
| Checchi Capital Advisers, LLC | 14,873 | $141.9K | 0.01% | −316−2.1% | Reduced |
| Aureus Asset Management, LLC | 14,881 | $142.0K | 0.01% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 14,885 | $142.0K | 0.01% | 00.0% | Unchanged |
| Ewa, LLC | 14,903 | $142.2K | 0.05% | +14,903 | New |
| Transcend Wealth Collective, LLC | 14,952 | $142.6K | 0.01% | +330+2.3% | Added |
| Beacon Pointe Advisors, LLC | 15,155 | $144.6K | 0.00% | +386+2.6% | Added |
| CIBC Private Wealth Group, LLC | 15,238 | $144.6K | 0.00% | −4,609−23.2% | Reduced |
| Essex Savings Bank | 15,285 | $145.8K | 0.04% | +266+1.8% | Added |
| Nicholas Hoffman & Company, LLC. | 15,344 | $146.4K | 0.01% | +15,344 | New |
| Riverbridge Partners LLC | 15,363 | $146.6K | 0.00% | −6,628−30.1% | Reduced |