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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 202,492 | $1.93M | 0.00% | −526,712−72.2% | Reduced |
| Bain Capital Public Equity, LP | 185,282 | $1.77M | 1.18% | +30,818+20.0% | Added |
| JustInvest LLC | 185,074 | $1.77M | 0.03% | +48,201+35.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 179,896 | $1.72M | 0.01% | −4,629−2.5% | Reduced |
| Verition Fund Management LLC | 176,347 | $1.68M | 0.01% | +176,347 | New |
| Atria Investments LLC | 167,566 | $1.60M | 0.02% | −10,319−5.8% | Reduced |
| Regions Financial Corp | 166,879 | $1.59M | 0.01% | +3,134+1.9% | Added |
| Advisor Group Holdings, Inc. | 165,075 | $1.57M | 0.00% | +19,822+13.6% | Added |
| Jones Financial Companies LLLP | 162,187 | $1.55M | 0.00% | +59,006+57.2% | Added |
| Synovus Financial Corp | 156,467 | $1.49M | 0.02% | +7,633+5.1% | Added |
| XTX Topco Ltd | 149,451 | $1.43M | 0.12% | +149,451 | New |
| Park Avenue Securities LLC | 142,428 | $1.36M | 0.01% | +41,807+41.5% | Added |
| Sterling Capital Management LLC | 140,594 | $1.34M | 0.02% | −14,249−9.2% | Reduced |
| Cetera Investment Advisers | 139,514 | $1.33M | 0.00% | −12,973−8.5% | Reduced |
| 1832 Asset Management L.P. | 139,027 | $1.33M | 0.00% | −167,980−54.7% | Reduced |
| Altshuler Shaham Ltd | 138,977 | $1.33M | 0.04% | −7,723−5.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 137,652 | $1.31M | 0.01% | +137,652 | New |
| Pathstone Holdings, LLC | 136,361 | $1.30M | 0.01% | +2,042+1.5% | Added |
| Signaturefd, LLC | 135,095 | $1.29M | 0.02% | +12,028+9.8% | Added |
| Ethic Inc. | 134,511 | $1.28M | 0.03% | −1,783−1.3% | Reduced |
| Marathon Partners Equity Management, LLC | 125,000 | $1.19M | 1.15% | +125,000 | New |
| CI Private Wealth, LLC | 122,542 | $1.17M | 0.00% | +7,190+6.2% | Added |
| Ameriprise Financial Inc | 120,122 | $1.15M | 0.00% | +16,429+15.8% | Added |
| Founders Financial Securities LLC | 119,788 | $1.14M | 0.10% | +17,028+16.6% | Added |
| Banco Santander, S.A. | 109,240 | $1.04M | 0.01% | −19,960−15.4% | Reduced |
| Omers Administration Corp | 102,100 | $974.0K | 0.01% | +83,700+454.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 100,594 | $959.7K | 0.03% | +423+0.4% | Added |
| 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 |
| Stephens Inc | 99,937 | $953.4K | 0.01% | −10,904−9.8% | Reduced |
| Calamos Advisors LLC | 97,649 | $931.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 95,266 | $908.7K | 0.00% | +3,205+3.5% | Added |
| Marks Group Wealth Management, Inc | 93,607 | $893.0K | 0.09% | −58,131−38.3% | Reduced |
| Euro Pacific Asset Management, LLC | 93,787 | $889.0K | 0.19% | −3,130−3.2% | Reduced |
| Heritage Family Offices, LLP | 91,314 | $871.1K | 0.43% | +6,311+7.4% | Added |
| Natural Investments, LLC | 88,100 | $840.0K | 0.23% | +88,100 | New |
| Tweedy, Browne Co LLC | 85,509 | $815.8K | 0.05% | −8,075−8.6% | Reduced |
| Sequoia Financial Advisors, LLC | 85,690 | $814.1K | 0.01% | +2,101+2.5% | Added |
| Benjamin Edwards Inc | 84,460 | $805.6K | 0.01% | +8,409+11.1% | Added |
| One Wealth Advisors, LLC | 82,004 | $782.3K | 0.12% | 00.0% | Unchanged |
| We Are One Seven, LLC | 81,958 | $781.9K | 0.03% | +41,302+101.6% | Added |
| Cohen Klingenstein LLC | 81,613 | $778.6K | 0.03% | −7,644−8.6% | Reduced |
| Confluence Investment Management LLC | 80,835 | $771.2K | 0.01% | +269+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 79,813 | $761.4K | 0.00% | +18,797+30.8% | Added |
| Entropy Technologies, LP | 79,801 | $761.3K | 0.08% | +79,801 | New |
| Principal Securities, Inc. | 78,878 | $752.5K | 0.02% | +24,997+46.4% | Added |
| AQR Capital Management LLC | 78,603 | $749.9K | 0.00% | +11,783+17.6% | Added |
| Scotia Capital Inc. | 78,563 | $749.5K | 0.00% | +66,792+567.4% | Added |
| Brown Advisory Inc | 77,455 | $738.9K | 0.00% | +148+0.2% | Added |
| Avantax Advisory Services, Inc. | 76,930 | $733.9K | 0.00% | −15,947−17.2% | Reduced |
| Arkadios Wealth Advisors | 75,833 | $723.4K | 0.04% | −260.0% | Reduced |
| Wallace Capital Management Inc. | 75,648 | $721.7K | 0.10% | −4,304−5.4% | Reduced |
| Colony Group, LLC | 71,928 | $686.2K | 0.00% | +42,651+145.7% | Added |
| AIMZ Investment Advisors, LLC | 70,552 | $673.1K | 0.23% | −2,200−3.0% | Reduced |
| Eqis Capital Management, Inc. | 70,352 | $671.2K | 0.06% | −2,717−3.7% | Reduced |
| Patrick M Sweeney & Associates, Inc | 70,043 | $668.2K | 0.50% | −26,500−27.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 68,238 | $651.0K | 0.18% | −4,022−5.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 67,384 | $642.8K | 0.25% | +8,079+13.6% | Added |
| Guggenheim Capital LLC | 67,358 | $642.6K | 0.01% | +67,358 | New |
| Syon Capital LLC | 67,137 | $640.5K | 0.06% | −4,630−6.5% | Reduced |
| Vident Advisory, LLC | 67,066 | $639.8K | 0.01% | +33,415+99.3% | Added |
| D. E. Shaw & Co., Inc. | 66,458 | $634.0K | 0.00% | −339,059−83.6% | Reduced |
| Quantbot Technologies LP | 66,443 | $633.9K | 0.02% | +66,443 | New |
| Axxcess Wealth Management, LLC | 66,322 | $632.7K | 0.02% | +2,479+3.9% | Added |
| NewEdge Wealth, LLC | 64,990 | $620.0K | 0.01% | −2,605−3.9% | Reduced |
| HB Wealth Management, LLC | 64,402 | $614.4K | 0.01% | +13,743+27.1% | Added |
| Lester Murray Antman dba SimplyRich | 62,533 | $596.0K | 0.17% | −588−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 62,420 | $595.5K | 0.02% | +21,673+53.2% | Added |
| Schechter Investment Advisors, LLC | 62,170 | $593.1K | 0.05% | −113−0.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 62,537 | $588.5K | 0.01% | +9,617+18.2% | Added |
| GWM Advisors LLC | 60,949 | $581.5K | 0.00% | +27,163+80.4% | Added |
| Ritholtz Wealth Management | 59,214 | $564.9K | 0.02% | +33,249+128.1% | Added |
| Vise Technologies, Inc. | 59,125 | $564.1K | 0.05% | +10,468+21.5% | Added |
| Clarius Group, LLC | 58,527 | $558.3K | 0.04% | +58,527 | New |
| Cambridge Investment Research Advisors, Inc. | 57,423 | $548.0K | 0.00% | −5,375−8.6% | Reduced |
| Tempus Wealth Planning, LLC | 56,683 | $540.8K | 0.17% | −659−1.1% | Reduced |
| Kestra Advisory Services, LLC | 56,195 | $536.1K | 0.00% | +6,388+12.8% | Added |
| Aspen Grove Capital, LLC | 55,987 | $534.1K | 0.11% | +1,451+2.7% | Added |
| Central Pacific Bank - Trust Division | 55,752 | $531.9K | 0.07% | −800−1.4% | Reduced |
| WealthTrust Axiom LLC | 54,540 | $520.3K | 0.16% | −860−1.6% | Reduced |
| Capital Fund Management S.A. | 54,421 | $519.2K | 0.01% | −168,779−75.6% | Reduced |
| First Trust Advisors LP | 54,177 | $516.8K | 0.00% | +54,177 | New |
| Rhumbline Advisers | 53,902 | $514.2K | 0.00% | +906+1.7% | Added |
| Glenmede Trust Co NA | 52,766 | $503.4K | 0.00% | −7,682−12.7% | Reduced |
| Private Advisor Group, LLC | 51,724 | $493.4K | 0.00% | +3,490+7.2% | Added |
| Alliancebernstein L.P. | 51,678 | $493.0K | 0.00% | +11,341+28.1% | Added |
| Cresset Asset Management, LLC | 50,897 | $485.6K | 0.00% | −163,280−76.2% | Reduced |
| Lido Advisors, LLC | 50,891 | $485.5K | 0.00% | +10,017+24.5% | Added |
| Ronald Blue Trust, Inc. | 50,245 | $479.3K | 0.01% | +10,072+25.1% | Added |
| Principal Street Partners, LLC | 49,467 | $471.9K | 0.09% | +49,467 | New |
| Thrivent Financial for Lutherans | 48,795 | $466.0K | 0.00% | −6,798−12.2% | Reduced |
| Quadrant Capital Group LLC | 48,829 | $465.8K | 0.03% | +3,001+6.5% | Added |
| Wetherby Asset Management Inc | 48,663 | $464.2K | 0.02% | −4,259−8.0% | Reduced |
| Atria Wealth Solutions, Inc. | 47,868 | $456.7K | 0.01% | +2,758+6.1% | Added |
| Fiduciary Trust Co | 47,519 | $453.3K | 0.01% | +5,565+13.3% | Added |
| Kathmere Capital Management, LLC | 47,099 | $449.3K | 0.04% | +26,744+131.4% | Added |
| Cardinal Capital Management | 46,542 | $444.0K | 0.07% | −388−0.8% | Reduced |
| Stonegate Investment Group, LLC | 46,428 | $442.9K | 0.01% | +8,720+23.1% | Added |
| Steward Partners Investment Advisory, LLC | 45,523 | $434.3K | 0.00% | +30,276+198.6% | Added |
| Peapack Gladstone Financial Corp | 44,585 | $425.0K | 0.01% | −259−0.6% | Reduced |