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 |
|---|---|---|---|---|---|
| Marotta Asset Management | 15,820 | $149.3K | 0.03% | −674−4.1% | Reduced |
| Keel Point, LLC | 15,736 | $150.1K | 0.01% | +2,071+15.2% | Added |
| West Family Investments, Inc. | 15,746 | $150.2K | 0.05% | +2,265+16.8% | Added |
| Ground Swell Capital, LLC | 15,813 | $150.9K | 0.33% | +15,813 | New |
| Merit Financial Group, LLC | 15,960 | $152.3K | 0.00% | +15,960 | New |
| Stratos Wealth Partners, LTD. | 16,009 | $152.7K | 0.00% | +26+0.2% | Added |
| Dimension Capital Management LLC | 16,010 | $152.7K | 0.02% | +1,689+11.8% | Added |
| Financial Advocates Investment Management | 16,187 | $154.4K | 0.01% | −4,500−21.8% | Reduced |
| Seven Mile Advisory | 16,260 | $155.1K | 0.10% | +186+1.2% | Added |
| First Horizon Advisors, Inc. | 16,463 | $157.1K | 0.00% | +382+2.4% | Added |
| Golden State Equity Partners | 16,633 | $158.7K | 0.03% | −2,445−12.8% | Reduced |
| Sanders Morris Harris LLC | 16,700 | $159.4K | 0.02% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 17,073 | $162.9K | 0.24% | +17,073 | New |
| Beacon Financial Strategies CORP | 19,888 | $163.1K | 0.11% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 17,198 | $164.1K | 0.04% | +17,198 | New |
| Greenleaf Trust | 17,225 | $164.3K | 0.00% | +1,333+8.4% | Added |
| Lake Street Advisors Group, LLC | 17,545 | $167.4K | 0.01% | −4,850−21.7% | Reduced |
| Old Port Advisors | 17,907 | $170.8K | 0.05% | −3,718−17.2% | Reduced |
| Optas, LLC | 18,097 | $172.6K | 0.04% | +18,097 | New |
| Portside Wealth Group, LLC | 18,126 | $172.9K | 0.03% | −28,877−61.4% | Reduced |
| AE Wealth Management LLC | 18,137 | $173.0K | 0.00% | −334−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 18,244 | $174.0K | 0.00% | +636+3.6% | Added |
| Ameritas Advisory Services, LLC | 18,307 | $174.6K | 0.01% | +2,262+14.1% | Added |
| Northwestern Mutual Wealth Management Co | 18,816 | $179.5K | 0.00% | −1,570−7.7% | Reduced |
| Baird Financial Group, Inc. | 19,022 | $181.5K | 0.00% | +5,805+43.9% | Added |
| King Luther Capital Management Corp | 19,063 | $181.9K | 0.00% | +4,148+27.8% | Added |
| Old National Bancorp | 19,104 | $182.3K | 0.00% | −590−3.0% | Reduced |
| Cary Street Partners Financial LLC | 19,168 | $182.9K | 0.01% | +19,168 | New |
| Level Four Advisory Services, LLC | 19,568 | $186.7K | 0.01% | +274+1.4% | Added |
| Brighton Jones LLC | 19,579 | $186.8K | 0.01% | +19,579 | New |
| Moors & Cabot, Inc. | 19,915 | $190.0K | 0.01% | −235−1.2% | Reduced |
| PDS Planning, Inc | 20,047 | $191.2K | 0.02% | +3,638+22.2% | Added |
| IHT Wealth Management, LLC | 20,052 | $191.3K | 0.01% | −14,757−42.4% | Reduced |
| Parallel Advisors, LLC | 20,370 | $194.3K | 0.00% | +915+4.7% | Added |
| Valeo Financial Advisors, LLC | 20,453 | $195.1K | 0.01% | +2,141+11.7% | Added |
| Apollon Wealth Management, LLC | 20,611 | $196.6K | 0.00% | +697+3.5% | Added |
| AlphaCore Capital LLC | 20,717 | $197.6K | 0.04% | 00.0% | Unchanged |
| Ariston Services Group | 20,721 | $197.7K | 0.17% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 20,738 | $197.8K | 0.01% | +1,641+8.6% | Added |
| Personal Cfo Solutions, LLC | 20,757 | $198.0K | 0.04% | −823−3.8% | Reduced |
| Keystone Financial Group | 21,180 | $202.1K | 0.02% | −100−0.5% | Reduced |
| GAMMA Investing LLC | 21,258 | $202.8K | 0.02% | +6,215+41.3% | Added |
| Wealth Alliance | 21,374 | $203.9K | 0.02% | −12,365−36.6% | Reduced |
| ICONIQ Capital, LLC | 21,606 | $206.1K | 0.00% | +11,540+114.6% | Added |
| Smartleaf Asset Management LLC | 21,713 | $206.5K | 0.02% | −7,378−25.4% | Reduced |
| MAI Capital Management | 21,722 | $207.2K | 0.00% | −10,787−33.2% | Reduced |
| Wolverine Trading, LLC | 21,878 | $208.1K | 0.00% | +21,878 | New |
| Laird Norton Trust Company, LLC | 21,828 | $208.2K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 22,189 | $211.7K | 0.01% | −2,953−11.7% | Reduced |
| Bessemer Group Inc | 22,301 | $212.0K | 0.00% | +1,236+5.9% | Added |
| Oppenheimer & Co Inc | 22,798 | $217.5K | 0.00% | +248+1.1% | Added |
| Fielder Capital Group LLC | 22,810 | $217.6K | 0.07% | +1,422+6.6% | Added |
| Bryn Mawr Trust Co | 22,858 | $218.1K | 0.00% | +3,647+19.0% | Added |
| Seeds Investor LLC | 23,133 | $220.7K | 0.06% | +1,648+7.7% | Added |
| EP Wealth Advisors, LLC | 23,326 | $222.5K | 0.00% | −3,656−13.5% | Reduced |
| Norden Group LLC | 23,578 | $224.9K | 0.03% | −25,226−51.7% | Reduced |
| Legacy Financial Advisors, Inc. | 23,597 | $225.1K | 0.04% | +2,720+13.0% | Added |
| Clearstead Advisors, LLC | 24,472 | $233.5K | 0.00% | −514−2.1% | Reduced |
| CWM, LLC | 24,482 | $234.0K | 0.00% | −496−2.0% | Reduced |
| Marcum Wealth, LLC | 24,714 | $235.8K | 0.02% | +4,074+19.7% | Added |
| MN Wealth Advisors, LLC | 25,522 | $243.5K | 0.14% | −805−3.1% | Reduced |
| Catalina Capital Group, LLC | 25,685 | $245.0K | 0.08% | +25,685 | New |
| Advisory Services Network, LLC | 25,812 | $246.2K | 0.00% | +15,769+157.0% | Added |
| Haverford Trust Co | 25,842 | $246.5K | 0.00% | +1,233+5.0% | Added |
| D.A. Davidson & Co. | 26,130 | $249.3K | 0.00% | −715−2.7% | Reduced |
| Savant Capital, LLC | 26,393 | $251.8K | 0.00% | +13,142+99.2% | Added |
| Ballentine Partners, LLC | 26,961 | $257.2K | 0.00% | +4,130+18.1% | Added |
| Quotient Wealth Partners, LLC | 27,255 | $260.0K | 0.01% | −6,541−19.4% | Reduced |
| Independent Advisor Alliance | 27,323 | $260.7K | 0.00% | +12,044+78.8% | Added |
| Mesirow Financial Investment Management, Inc. | 28,112 | $268.2K | 0.01% | +14,349+104.3% | Added |
| Allspring Global Investments Holdings, LLC | 28,474 | $269.4K | 0.00% | +2,914+11.4% | Added |
| Ieq Capital, LLC | 28,251 | $269.5K | 0.00% | +4,079+16.9% | Added |
| Choate Investment Advisors | 28,440 | $271.3K | 0.01% | +2,182+8.3% | Added |
| TD Private Client Wealth LLC | 28,463 | $271.5K | 0.01% | +2,501+9.6% | Added |
| Equitable Holdings, Inc. | 28,550 | $272.4K | 0.00% | −398−1.4% | Reduced |
| Highland Capital Management, LLC | 28,681 | $273.6K | 0.02% | −550−1.9% | Reduced |
| Seed Wealth Management, Inc. | 28,730 | $274.1K | 0.22% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 29,104 | $277.7K | 0.06% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 29,314 | $279.7K | 0.19% | +102+0.3% | Added |
| Argent Trust Co | 29,880 | $285.1K | 0.01% | +14,809+98.3% | Added |
| Caldwell Trust Co | 30,000 | $286.2K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 30,705 | $292.9K | 0.00% | +10,530+52.2% | Added |
| LGT Group Foundation | 30,711 | $293.0K | 0.00% | +30,711 | New |
| Ingalls & Snyder LLC | 30,665 | $293.0K | 0.01% | −1,000−3.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 31,027 | $296.0K | 0.02% | +3,984+14.7% | Added |
| Warren Averett Asset Management, LLC | 31,281 | $298.4K | 0.00% | +31,281 | New |
| Insigneo Advisory Services, LLC | 31,617 | $301.6K | 0.03% | −4,344−12.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 32,062 | $305.9K | 0.08% | +4,884+18.0% | Added |
| Aaron Wealth Advisors | 32,718 | $312.1K | 0.04% | +3,344+11.4% | Added |
| Pacer Advisors, Inc. | 33,585 | $320.4K | 0.00% | +3,907+13.2% | Added |
| Baron Wealth Management LLC | 33,632 | $320.8K | 0.15% | +1,381+4.3% | Added |
| Atomi Financial Group, Inc. | 33,875 | $323.2K | 0.02% | +11,357+50.4% | Added |
| M&T Bank Corp | 34,495 | $329.1K | 0.00% | +1,993+6.1% | Added |
| Profund Advisors LLC | 35,814 | $341.7K | 0.01% | −11,013−23.5% | Reduced |
| Callan Capital, LLC | 36,266 | $346.0K | 0.03% | +8,359+30.0% | Added |
| Coldstream Capital Management Inc | 36,612 | $349.3K | 0.01% | +12,353+50.9% | Added |
| Martin Investment Management, LLC | 36,720 | $350.3K | 0.10% | −110−0.3% | Reduced |
| SBI Securities Co., Ltd. | 37,015 | $353.1K | 0.01% | +37,015 | New |
| United Capital Financial Advisers, LLC | 37,475 | $357.5K | 0.00% | +1,266+3.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 38,569 | $367.0K | 0.03% | −69,580−64.3% | Reduced |