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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 7,630,307 | $72.8M | 0.02% | +58,444+0.8% | Added |
| Douglas Lane & Associates, LLC | 8,624,149 | $82.3M | 1.16% | +161,865+1.9% | Added |
| Aristotle Capital Management, LLC | 8,750,572 | $83.5M | 0.16% | −239,477−2.7% | Reduced |
| Sculptor Capital LP | 8,887,098 | $84.8M | 1.35% | 00.0% | Unchanged |
| Morgan Stanley | 9,891,621 | $94.4M | 0.01% | +1,653,824+20.1% | Added |
| Wellington Management Group LLP | 15,328,325 | $146.2M | 0.03% | +6,175,835+67.5% | Added |
| Harding Loevner LP | 24,126,342 | $230.2M | 1.56% | −761,666−3.1% | Reduced |
| Clearbridge Investments, LLC | 32,803,243 | $312.9M | 0.25% | −4,567,165−12.2% | Reduced |
| FMR LLC | 108,827,814 | $1.04B | 0.06% | +3,909,545+3.7% | Added |
| Dodge & Cox | 178,744,926 | $1.71B | 0.99% | −427,457−0.2% | Reduced |
| Pfizer Inc | 197,228,952 | $1.88B | 72.59% | +197,228,952 | New |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −876,265−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −548,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −401,875−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −169,531−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −109,376−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −103,579−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −95,362−100.0% | Sold out |
| Gibbs Wealth Management | 0 | $0 | 0.00% | −81,111−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −64,667−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −61,939−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −56,752−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −54,377−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −46,695−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −42,189−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −20,457−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −18,083−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −15,279−100.0% | Sold out |
| Keudell/Morrison Wealth Management | 0 | $0 | 0.00% | −14,168−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −14,121−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,911−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,830−100.0% | Sold out |
| Saturna Capital CORP | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −12,070−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −11,240−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −11,136−100.0% | Sold out |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −10,958−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −10,065−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −19,411−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −5,389−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,243−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −2,545−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −2,258−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −5,361−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −682−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Thompson Investment Management, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| McMahon Financial Advisors, LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| St. Johns Investment Management Company, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Duncker Streett & Co Inc | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −34,986−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| GYL Financial Synergies, LLC | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| Annapolis Financial Services, LLC | – | – | – | – | Not filed |