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 |
|---|---|---|---|---|---|
| Blair William & Co | 38,945 | $371.5K | 0.00% | −1,254−3.1% | Reduced |
| HighPoint Advisor Group LLC | 37,768 | $371.9K | 0.02% | +2,213+6.2% | Added |
| Auxier Asset Management | 39,034 | $372.4K | 0.06% | −2,182−5.3% | Reduced |
| Evergreen Capital Management LLC | 39,399 | $375.9K | 0.01% | +4,714+13.6% | Added |
| Resources Investment Advisors, LLC. | 39,411 | $376.0K | 0.00% | −6,500−14.2% | Reduced |
| Snowden Capital Advisors LLC | 40,061 | $382.2K | 0.01% | −744−1.8% | Reduced |
| Greenwich Wealth Management LLC | 40,696 | $388.0K | 0.03% | +894+2.2% | Added |
| Fedenia Advisers LLC | 41,212 | $393.2K | 0.23% | +41,212 | New |
| Yousif Capital Management, LLC | 41,214 | $393.2K | 0.00% | −26,500−39.1% | Reduced |
| Summitry LLC | 41,787 | $398.6K | 0.02% | +7,795+22.9% | Added |
| CAPROCK Group, Inc. | 43,566 | $415.6K | 0.01% | +5,299+13.8% | Added |
| Peapack Gladstone Financial Corp | 44,585 | $425.0K | 0.01% | −259−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 45,523 | $434.3K | 0.00% | +30,276+198.6% | Added |
| Stonegate Investment Group, LLC | 46,428 | $442.9K | 0.01% | +8,720+23.1% | Added |
| Cardinal Capital Management | 46,542 | $444.0K | 0.07% | −388−0.8% | Reduced |
| Kathmere Capital Management, LLC | 47,099 | $449.3K | 0.04% | +26,744+131.4% | Added |
| Fiduciary Trust Co | 47,519 | $453.3K | 0.01% | +5,565+13.3% | Added |
| Atria Wealth Solutions, Inc. | 47,868 | $456.7K | 0.01% | +2,758+6.1% | Added |
| Wetherby Asset Management Inc | 48,663 | $464.2K | 0.02% | −4,259−8.0% | Reduced |
| Quadrant Capital Group LLC | 48,829 | $465.8K | 0.03% | +3,001+6.5% | Added |
| Thrivent Financial for Lutherans | 48,795 | $466.0K | 0.00% | −6,798−12.2% | Reduced |
| Principal Street Partners, LLC | 49,467 | $471.9K | 0.09% | +49,467 | New |
| Ronald Blue Trust, Inc. | 50,245 | $479.3K | 0.01% | +10,072+25.1% | Added |
| Lido Advisors, LLC | 50,891 | $485.5K | 0.00% | +10,017+24.5% | Added |
| Cresset Asset Management, LLC | 50,897 | $485.6K | 0.00% | −163,280−76.2% | Reduced |
| Alliancebernstein L.P. | 51,678 | $493.0K | 0.00% | +11,341+28.1% | Added |
| Private Advisor Group, LLC | 51,724 | $493.4K | 0.00% | +3,490+7.2% | Added |
| Glenmede Trust Co NA | 52,766 | $503.4K | 0.00% | −7,682−12.7% | Reduced |
| Rhumbline Advisers | 53,902 | $514.2K | 0.00% | +906+1.7% | Added |
| First Trust Advisors LP | 54,177 | $516.8K | 0.00% | +54,177 | New |
| Capital Fund Management S.A. | 54,421 | $519.2K | 0.01% | −168,779−75.6% | Reduced |
| WealthTrust Axiom LLC | 54,540 | $520.3K | 0.16% | −860−1.6% | Reduced |
| Central Pacific Bank - Trust Division | 55,752 | $531.9K | 0.07% | −800−1.4% | Reduced |
| Aspen Grove Capital, LLC | 55,987 | $534.1K | 0.11% | +1,451+2.7% | Added |
| Kestra Advisory Services, LLC | 56,195 | $536.1K | 0.00% | +6,388+12.8% | Added |
| Tempus Wealth Planning, LLC | 56,683 | $540.8K | 0.17% | −659−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 57,423 | $548.0K | 0.00% | −5,375−8.6% | Reduced |
| Clarius Group, LLC | 58,527 | $558.3K | 0.04% | +58,527 | New |
| Vise Technologies, Inc. | 59,125 | $564.1K | 0.05% | +10,468+21.5% | Added |
| Ritholtz Wealth Management | 59,214 | $564.9K | 0.02% | +33,249+128.1% | Added |
| GWM Advisors LLC | 60,949 | $581.5K | 0.00% | +27,163+80.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 62,537 | $588.5K | 0.01% | +9,617+18.2% | Added |
| Schechter Investment Advisors, LLC | 62,170 | $593.1K | 0.05% | −113−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 62,420 | $595.5K | 0.02% | +21,673+53.2% | Added |
| Lester Murray Antman dba SimplyRich | 62,533 | $596.0K | 0.17% | −588−0.9% | Reduced |
| HB Wealth Management, LLC | 64,402 | $614.4K | 0.01% | +13,743+27.1% | Added |
| NewEdge Wealth, LLC | 64,990 | $620.0K | 0.01% | −2,605−3.9% | Reduced |
| Axxcess Wealth Management, LLC | 66,322 | $632.7K | 0.02% | +2,479+3.9% | Added |
| Quantbot Technologies LP | 66,443 | $633.9K | 0.02% | +66,443 | New |
| D. E. Shaw & Co., Inc. | 66,458 | $634.0K | 0.00% | −339,059−83.6% | Reduced |
| Vident Advisory, LLC | 67,066 | $639.8K | 0.01% | +33,415+99.3% | Added |
| Syon Capital LLC | 67,137 | $640.5K | 0.06% | −4,630−6.5% | Reduced |
| Guggenheim Capital LLC | 67,358 | $642.6K | 0.01% | +67,358 | New |
| Baker Tilly Wealth Management, LLC | 67,384 | $642.8K | 0.25% | +8,079+13.6% | Added |
| Legacy Wealth Asset Management, LLC | 68,238 | $651.0K | 0.18% | −4,022−5.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 70,043 | $668.2K | 0.50% | −26,500−27.4% | Reduced |
| Eqis Capital Management, Inc. | 70,352 | $671.2K | 0.06% | −2,717−3.7% | Reduced |
| AIMZ Investment Advisors, LLC | 70,552 | $673.1K | 0.23% | −2,200−3.0% | Reduced |
| Colony Group, LLC | 71,928 | $686.2K | 0.00% | +42,651+145.7% | Added |
| Wallace Capital Management Inc. | 75,648 | $721.7K | 0.10% | −4,304−5.4% | Reduced |
| Arkadios Wealth Advisors | 75,833 | $723.4K | 0.04% | −260.0% | Reduced |
| Avantax Advisory Services, Inc. | 76,930 | $733.9K | 0.00% | −15,947−17.2% | Reduced |
| Brown Advisory Inc | 77,455 | $738.9K | 0.00% | +148+0.2% | Added |
| Scotia Capital Inc. | 78,563 | $749.5K | 0.00% | +66,792+567.4% | Added |
| AQR Capital Management LLC | 78,603 | $749.9K | 0.00% | +11,783+17.6% | Added |
| Principal Securities, Inc. | 78,878 | $752.5K | 0.02% | +24,997+46.4% | Added |
| Entropy Technologies, LP | 79,801 | $761.3K | 0.08% | +79,801 | New |
| Wealth Enhancement Advisory Services, LLC | 79,813 | $761.4K | 0.00% | +18,797+30.8% | Added |
| Confluence Investment Management LLC | 80,835 | $771.2K | 0.01% | +269+0.3% | Added |
| Cohen Klingenstein LLC | 81,613 | $778.6K | 0.03% | −7,644−8.6% | Reduced |
| We Are One Seven, LLC | 81,958 | $781.9K | 0.03% | +41,302+101.6% | Added |
| One Wealth Advisors, LLC | 82,004 | $782.3K | 0.12% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 84,460 | $805.6K | 0.01% | +8,409+11.1% | Added |
| Sequoia Financial Advisors, LLC | 85,690 | $814.1K | 0.01% | +2,101+2.5% | Added |
| Tweedy, Browne Co LLC | 85,509 | $815.8K | 0.05% | −8,075−8.6% | Reduced |
| Natural Investments, LLC | 88,100 | $840.0K | 0.23% | +88,100 | New |
| Heritage Family Offices, LLP | 91,314 | $871.1K | 0.43% | +6,311+7.4% | Added |
| Euro Pacific Asset Management, LLC | 93,787 | $889.0K | 0.19% | −3,130−3.2% | Reduced |
| Marks Group Wealth Management, Inc | 93,607 | $893.0K | 0.09% | −58,131−38.3% | Reduced |
| Rockefeller Capital Management L.P. | 95,266 | $908.7K | 0.00% | +3,205+3.5% | Added |
| Calamos Advisors LLC | 97,649 | $931.6K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 99,937 | $953.4K | 0.01% | −10,904−9.8% | Reduced |
| Canal Insurance CO | 100,000 | $954.0K | 0.25% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $954.0K | 0.08% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 100,594 | $959.7K | 0.03% | +423+0.4% | Added |
| Omers Administration Corp | 102,100 | $974.0K | 0.01% | +83,700+454.9% | Added |
| Banco Santander, S.A. | 109,240 | $1.04M | 0.01% | −19,960−15.4% | Reduced |
| Founders Financial Securities LLC | 119,788 | $1.14M | 0.10% | +17,028+16.6% | Added |
| Ameriprise Financial Inc | 120,122 | $1.15M | 0.00% | +16,429+15.8% | Added |
| CI Private Wealth, LLC | 122,542 | $1.17M | 0.00% | +7,190+6.2% | Added |
| Marathon Partners Equity Management, LLC | 125,000 | $1.19M | 1.15% | +125,000 | New |
| Ethic Inc. | 134,511 | $1.28M | 0.03% | −1,783−1.3% | Reduced |
| Signaturefd, LLC | 135,095 | $1.29M | 0.02% | +12,028+9.8% | Added |
| Pathstone Holdings, LLC | 136,361 | $1.30M | 0.01% | +2,042+1.5% | Added |
| Schonfeld Strategic Advisors LLC | 137,652 | $1.31M | 0.01% | +137,652 | New |
| Altshuler Shaham Ltd | 138,977 | $1.33M | 0.04% | −7,723−5.3% | Reduced |
| 1832 Asset Management L.P. | 139,027 | $1.33M | 0.00% | −167,980−54.7% | Reduced |
| Cetera Investment Advisers | 139,514 | $1.33M | 0.00% | −12,973−8.5% | Reduced |
| Sterling Capital Management LLC | 140,594 | $1.34M | 0.02% | −14,249−9.2% | Reduced |
| Park Avenue Securities LLC | 142,428 | $1.36M | 0.01% | +41,807+41.5% | Added |