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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 149,451 | $1.43M | 0.12% | +149,451 | New |
| Synovus Financial Corp | 156,467 | $1.49M | 0.02% | +7,633+5.1% | Added |
| Jones Financial Companies LLLP | 162,187 | $1.55M | 0.00% | +59,006+57.2% | Added |
| Advisor Group Holdings, Inc. | 165,075 | $1.57M | 0.00% | +19,822+13.6% | Added |
| Regions Financial Corp | 166,879 | $1.59M | 0.01% | +3,134+1.9% | Added |
| Atria Investments LLC | 167,566 | $1.60M | 0.02% | −10,319−5.8% | Reduced |
| Verition Fund Management LLC | 176,347 | $1.68M | 0.01% | +176,347 | New |
| Envestnet Portfolio Solutions, Inc. | 179,896 | $1.72M | 0.01% | −4,629−2.5% | Reduced |
| JustInvest LLC | 185,074 | $1.77M | 0.03% | +48,201+35.2% | Added |
| Bain Capital Public Equity, LP | 185,282 | $1.77M | 1.18% | +30,818+20.0% | Added |
| Two Sigma Investments, LP | 202,492 | $1.93M | 0.00% | −526,712−72.2% | Reduced |
| Kahn Brothers Group Inc | 203,033 | $1.94M | 0.42% | −38,919−16.1% | Reduced |
| Callan Family Office, LLC | 206,499 | $1.97M | 0.13% | +206,499 | New |
| The PNC Financial Services Group, Inc. | 207,468 | $1.98M | 0.00% | −3,858−1.8% | Reduced |
| Jane Street Group, LLC | 208,666 | $1.99M | 0.00% | −56,311−21.3% | Reduced |
| Silvercrest Asset Management Group LLC | 215,071 | $2.05M | 0.01% | −610−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 215,604 | $2.06M | 0.00% | −7,397−3.3% | Reduced |
| Eagle Global Advisors LLC | 224,000 | $2.14M | 0.09% | +224,000 | New |
| Keystone Financial Planning, Inc. | 224,919 | $2.15M | 0.67% | −6,322−2.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 230,240 | $2.20M | 0.14% | +67,329+41.3% | Added |
| Keybank National Association | 231,848 | $2.21M | 0.01% | −1,377−0.6% | Reduced |
| Sanctuary Advisors, LLC | 239,879 | $2.30M | 0.01% | −5,431−2.2% | Reduced |
| TownSquare Capital, LLC | 240,952 | $2.30M | 0.03% | −234,666−49.3% | Reduced |
| MML Investors Services, LLC | 242,603 | $2.31M | 0.01% | −50,179−17.1% | Reduced |
| William Blair Investment Management, LLC | 246,458 | $2.35M | 0.01% | −51,200−17.2% | Reduced |
| Two Sigma Advisers, LP | 250,600 | $2.39M | 0.01% | +250,600 | New |
| Franklin Resources Inc | 253,498 | $2.42M | 0.00% | −1,321−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 265,744 | $2.54M | 0.00% | +62,161+30.5% | Added |
| Mercer Global Advisors Inc | 266,881 | $2.55M | 0.01% | +96,574+56.7% | Added |
| Balyasny Asset Management LLC | 267,867 | $2.56M | 0.01% | +267,867 | New |
| Pitcairn Co | 275,848 | $2.63M | 0.16% | +25,661+10.3% | Added |
| Davenport & Co LLC | 286,204 | $2.73M | 0.02% | −4,207−1.4% | Reduced |
| Captrust Financial Advisors | 296,953 | $2.83M | 0.01% | −5,410−1.8% | Reduced |
| Fifth Third Bancorp | 303,549 | $2.90M | 0.01% | −68,010−18.3% | Reduced |
| RSM US Wealth Management LLC | 308,544 | $2.93M | 0.04% | −18,824−5.8% | Reduced |
| WCM Investment Management, LLC | 313,712 | $2.98M | 0.01% | +154,947+97.6% | Added |
| First Hawaiian Bank | 323,387 | $3.09M | 0.10% | −510.0% | Reduced |
| QRG Capital Management, Inc. | 326,356 | $3.11M | 0.03% | +124,422+61.6% | Added |
| Manning & Napier Advisors LLC | 331,053 | $3.16M | 0.04% | −11,557−3.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 354,436 | $3.38M | 0.03% | +207,577+141.3% | Added |
| Creative Planning | 359,004 | $3.42M | 0.00% | +73,777+25.9% | Added |
| HighTower Advisors, LLC | 362,685 | $3.46M | 0.00% | +11,890+3.4% | Added |
| State Street Corp | 372,079 | $3.55M | 0.00% | −8,200−2.2% | Reduced |
| Brinker Capital Investments, LLC | 379,174 | $3.62M | 0.04% | −10,298−2.6% | Reduced |
| Orion Portfolio Solutions, LLC | 379,174 | $3.62M | 0.04% | −10,298−2.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 392,409 | $3.74M | 0.01% | +310,194+377.3% | Added |
| Cubist Systematic Strategies, LLC | 421,631 | $4.02M | 0.07% | +421,631 | New |
| Fisher Asset Management, LLC | 438,995 | $4.19M | 0.00% | −13,243,267−96.8% | Reduced |
| Crossmark Global Holdings, Inc. | 499,430 | $4.76M | 0.09% | +18,670+3.9% | Added |
| Millennium Management LLC | 528,891 | $5.05M | 0.00% | +239,019+82.5% | Added |
| Truist Financial Corp | 561,120 | $5.35M | 0.01% | −15,529−2.7% | Reduced |
| Voloridge Investment Management, LLC | 576,369 | $5.50M | 0.02% | +576,369 | New |
| Quantinno Capital Management LP | 577,518 | $5.51M | 0.05% | +87,557+17.9% | Added |
| Hantz Financial Services, Inc. | 604,946 | $5.77M | 0.10% | +182,015+43.0% | Added |
| Renaissance Technologies LLC | 613,099 | $5.85M | 0.01% | −448,300−42.2% | Reduced |
| Cerity Partners LLC | 584,164 | $5.95M | 0.01% | +7,631+1.3% | Added |
| Welch & Forbes LLC | 644,681 | $6.15M | 0.08% | −3,329−0.5% | Reduced |
| Mariner, LLC | 695,406 | $6.63M | 0.01% | +268,570+62.9% | Added |
| Jarislowsky, Fraser Ltd | 697,108 | $6.65M | 0.04% | +56,615+8.8% | Added |
| Bank of Montreal | 704,757 | $6.72M | 0.00% | −12,417−1.7% | Reduced |
| American Century Companies Inc | 719,890 | $6.87M | 0.00% | +41,189+6.1% | Added |
| US Bancorp | 734,815 | $7.01M | 0.01% | −22,654−3.0% | Reduced |
| Oppenheimer Asset Management Inc. | 739,344 | $7.05M | 0.09% | −28,258−3.7% | Reduced |
| Dimensional Fund Advisors LP | 754,364 | $7.20M | 0.00% | −48,334−6.0% | Reduced |
| SEI Investments Co | 760,841 | $7.26M | 0.01% | −12,439−1.6% | Reduced |
| GAM Holding AG | 792,102 | $7.56M | 0.56% | −57,182−6.7% | Reduced |
| Janney Montgomery Scott LLC | 850,563 | $8.11M | 0.02% | +99,666+13.3% | Added |
| Arrowstreet Capital, Limited Partnership | 935,260 | $8.92M | 0.01% | +935,260 | New |
| Neuberger Berman Group LLC | 959,893 | $9.16M | 0.01% | −16,773−1.7% | Reduced |
| Russell Investments Group, Ltd. | 995,241 | $9.49M | 0.01% | +12,731+1.3% | Added |
| Exencial Wealth Advisors, LLC | 1,048,167 | $10.0M | 0.37% | −17,434−1.6% | Reduced |
| Citigroup Inc | 1,051,551 | $10.0M | 0.01% | +15,762+1.5% | Added |
| Heathbridge Capital Management Ltd. | 1,109,300 | $10.6M | 4.21% | −16,100−1.4% | Reduced |
| LPL Financial LLC | 1,160,459 | $11.1M | 0.00% | +205,505+21.5% | Added |
| Qube Research & Technologies Ltd | 1,318,738 | $12.6M | 0.02% | +1,116,748+552.9% | Added |
| Cambiar Investors LLC | 1,432,508 | $13.7M | 0.54% | −81,673−5.4% | Reduced |
| Natixis Advisors, L.P. | 1,527,392 | $14.6M | 0.03% | +53,625+3.6% | Added |
| Invesco Ltd. | 1,622,516 | $15.5M | 0.00% | −89,660−5.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,769,937 | $16.9M | 0.04% | −61,826−3.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,799,005 | $17.2M | 0.01% | +10,264+0.6% | Added |
| Clark Estates Inc | 2,000,000 | $19.1M | 3.69% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,033,298 | $19.4M | 0.02% | +88,749+4.6% | Added |
| Bank of New York Mellon Corp | 2,071,017 | $19.8M | 0.00% | +475,934+29.8% | Added |
| First Eagle Investment Management, LLC | 2,104,289 | $20.1M | 0.04% | +93,553+4.7% | Added |
| Samlyn Capital, LLC | 2,350,130 | $22.4M | 0.36% | +2,350,130 | New |
| Royal Bank of Canada | 2,733,615 | $26.1M | 0.01% | +1,052,462+62.6% | Added |
| Bain Capital Public Equity Management II, LLC | 2,844,010 | $27.1M | 1.25% | +165,929+6.2% | Added |
| Wells Fargo & Company | 3,256,773 | $31.1M | 0.01% | −44,794−1.4% | Reduced |
| Van Eck Associates Corp | 3,509,400 | $33.5M | 0.04% | +418,609+13.5% | Added |
| BlackRock, Inc. | 3,658,553 | $34.9M | 0.00% | +622,646+20.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,765,864 | $39.6M | 0.12% | +3,765,864 | New |
| Raymond James Financial Inc | 4,422,759 | $42.2M | 0.02% | +4,422,759 | New |
| Point72 Asset Management, L.P. | 4,728,497 | $45.1M | 0.12% | +4,728,497 | New |
| Nuveen Asset Management, LLC | 4,996,316 | $47.7M | 0.01% | +12,351+0.2% | Added |
| Northern Trust Corp | 5,412,542 | $51.6M | 0.01% | +1,172,931+27.7% | Added |
| Bank of America Corp | 5,521,857 | $52.7M | 0.00% | −211,455−3.7% | Reduced |
| JPMorgan Chase & Co | 6,014,903 | $57.4M | 0.00% | +930,701+18.3% | Added |
| Citadel Advisors LLC | 6,105,593 | $58.2M | 0.05% | +4,901,017+406.9% | Added |
| Goldman Sachs Group Inc | 6,270,993 | $59.8M | 0.01% | +588,039+10.3% | Added |
| UBS Group AG | 6,728,886 | $64.2M | 0.01% | +5,376,276+397.5% | Added |