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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 43,566 | $415.6K | 0.01% | +5,299+13.8% | Added |
| Summitry LLC | 41,787 | $398.6K | 0.02% | +7,795+22.9% | Added |
| Yousif Capital Management, LLC | 41,214 | $393.2K | 0.00% | −26,500−39.1% | Reduced |
| Fedenia Advisers LLC | 41,212 | $393.2K | 0.23% | +41,212 | New |
| Greenwich Wealth Management LLC | 40,696 | $388.0K | 0.03% | +894+2.2% | Added |
| Snowden Capital Advisors LLC | 40,061 | $382.2K | 0.01% | −744−1.8% | Reduced |
| Resources Investment Advisors, LLC. | 39,411 | $376.0K | 0.00% | −6,500−14.2% | Reduced |
| Evergreen Capital Management LLC | 39,399 | $375.9K | 0.01% | +4,714+13.6% | Added |
| Auxier Asset Management | 39,034 | $372.4K | 0.06% | −2,182−5.3% | Reduced |
| HighPoint Advisor Group LLC | 37,768 | $371.9K | 0.02% | +2,213+6.2% | Added |
| Blair William & Co | 38,945 | $371.5K | 0.00% | −1,254−3.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 38,569 | $367.0K | 0.03% | −69,580−64.3% | Reduced |
| United Capital Financial Advisers, LLC | 37,475 | $357.5K | 0.00% | +1,266+3.5% | Added |
| SBI Securities Co., Ltd. | 37,015 | $353.1K | 0.01% | +37,015 | New |
| Martin Investment Management, LLC | 36,720 | $350.3K | 0.10% | −110−0.3% | Reduced |
| Coldstream Capital Management Inc | 36,612 | $349.3K | 0.01% | +12,353+50.9% | Added |
| Callan Capital, LLC | 36,266 | $346.0K | 0.03% | +8,359+30.0% | Added |
| Profund Advisors LLC | 35,814 | $341.7K | 0.01% | −11,013−23.5% | Reduced |
| M&T Bank Corp | 34,495 | $329.1K | 0.00% | +1,993+6.1% | Added |
| Atomi Financial Group, Inc. | 33,875 | $323.2K | 0.02% | +11,357+50.4% | Added |
| Baron Wealth Management LLC | 33,632 | $320.8K | 0.15% | +1,381+4.3% | Added |
| Pacer Advisors, Inc. | 33,585 | $320.4K | 0.00% | +3,907+13.2% | Added |
| Aaron Wealth Advisors | 32,718 | $312.1K | 0.04% | +3,344+11.4% | Added |
| Legacy Capital Wealth Partners, LLC | 32,062 | $305.9K | 0.08% | +4,884+18.0% | Added |
| Insigneo Advisory Services, LLC | 31,617 | $301.6K | 0.03% | −4,344−12.1% | Reduced |
| Warren Averett Asset Management, LLC | 31,281 | $298.4K | 0.00% | +31,281 | New |
| Dorsey & Whitney Trust CO LLC | 31,027 | $296.0K | 0.02% | +3,984+14.7% | Added |
| Ingalls & Snyder LLC | 30,665 | $293.0K | 0.01% | −1,000−3.2% | Reduced |
| LGT Group Foundation | 30,711 | $293.0K | 0.00% | +30,711 | New |
| Forum Financial Management, LP | 30,705 | $292.9K | 0.00% | +10,530+52.2% | Added |
| Caldwell Trust Co | 30,000 | $286.2K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 29,880 | $285.1K | 0.01% | +14,809+98.3% | Added |
| Defined Wealth Management, LLC | 29,314 | $279.7K | 0.19% | +102+0.3% | Added |
| Lafayette Investments, Inc. | 29,104 | $277.7K | 0.06% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 28,730 | $274.1K | 0.22% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 28,681 | $273.6K | 0.02% | −550−1.9% | Reduced |
| Equitable Holdings, Inc. | 28,550 | $272.4K | 0.00% | −398−1.4% | Reduced |
| TD Private Client Wealth LLC | 28,463 | $271.5K | 0.01% | +2,501+9.6% | Added |
| Choate Investment Advisors | 28,440 | $271.3K | 0.01% | +2,182+8.3% | Added |
| Ieq Capital, LLC | 28,251 | $269.5K | 0.00% | +4,079+16.9% | Added |
| Allspring Global Investments Holdings, LLC | 28,474 | $269.4K | 0.00% | +2,914+11.4% | Added |
| Mesirow Financial Investment Management, Inc. | 28,112 | $268.2K | 0.01% | +14,349+104.3% | Added |
| Independent Advisor Alliance | 27,323 | $260.7K | 0.00% | +12,044+78.8% | Added |
| Quotient Wealth Partners, LLC | 27,255 | $260.0K | 0.01% | −6,541−19.4% | Reduced |
| Ballentine Partners, LLC | 26,961 | $257.2K | 0.00% | +4,130+18.1% | Added |
| Savant Capital, LLC | 26,393 | $251.8K | 0.00% | +13,142+99.2% | Added |
| D.A. Davidson & Co. | 26,130 | $249.3K | 0.00% | −715−2.7% | Reduced |
| Haverford Trust Co | 25,842 | $246.5K | 0.00% | +1,233+5.0% | Added |
| Advisory Services Network, LLC | 25,812 | $246.2K | 0.00% | +15,769+157.0% | Added |
| Catalina Capital Group, LLC | 25,685 | $245.0K | 0.08% | +25,685 | New |
| MN Wealth Advisors, LLC | 25,522 | $243.5K | 0.14% | −805−3.1% | Reduced |
| Marcum Wealth, LLC | 24,714 | $235.8K | 0.02% | +4,074+19.7% | Added |
| CWM, LLC | 24,482 | $234.0K | 0.00% | −496−2.0% | Reduced |
| Clearstead Advisors, LLC | 24,472 | $233.5K | 0.00% | −514−2.1% | Reduced |
| Legacy Financial Advisors, Inc. | 23,597 | $225.1K | 0.04% | +2,720+13.0% | Added |
| Norden Group LLC | 23,578 | $224.9K | 0.03% | −25,226−51.7% | Reduced |
| EP Wealth Advisors, LLC | 23,326 | $222.5K | 0.00% | −3,656−13.5% | Reduced |
| Seeds Investor LLC | 23,133 | $220.7K | 0.06% | +1,648+7.7% | Added |
| Bryn Mawr Trust Co | 22,858 | $218.1K | 0.00% | +3,647+19.0% | Added |
| Fielder Capital Group LLC | 22,810 | $217.6K | 0.07% | +1,422+6.6% | Added |
| Oppenheimer & Co Inc | 22,798 | $217.5K | 0.00% | +248+1.1% | Added |
| Bessemer Group Inc | 22,301 | $212.0K | 0.00% | +1,236+5.9% | Added |
| PFG Investments, LLC | 22,189 | $211.7K | 0.01% | −2,953−11.7% | Reduced |
| Laird Norton Trust Company, LLC | 21,828 | $208.2K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 21,878 | $208.1K | 0.00% | +21,878 | New |
| MAI Capital Management | 21,722 | $207.2K | 0.00% | −10,787−33.2% | Reduced |
| Smartleaf Asset Management LLC | 21,713 | $206.5K | 0.02% | −7,378−25.4% | Reduced |
| ICONIQ Capital, LLC | 21,606 | $206.1K | 0.00% | +11,540+114.6% | Added |
| Wealth Alliance | 21,374 | $203.9K | 0.02% | −12,365−36.6% | Reduced |
| GAMMA Investing LLC | 21,258 | $202.8K | 0.02% | +6,215+41.3% | Added |
| Keystone Financial Group | 21,180 | $202.1K | 0.02% | −100−0.5% | Reduced |
| Personal Cfo Solutions, LLC | 20,757 | $198.0K | 0.04% | −823−3.8% | Reduced |
| Resonant Capital Advisors, LLC | 20,738 | $197.8K | 0.01% | +1,641+8.6% | Added |
| Ariston Services Group | 20,721 | $197.7K | 0.17% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 20,717 | $197.6K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 20,611 | $196.6K | 0.00% | +697+3.5% | Added |
| Valeo Financial Advisors, LLC | 20,453 | $195.1K | 0.01% | +2,141+11.7% | Added |
| Parallel Advisors, LLC | 20,370 | $194.3K | 0.00% | +915+4.7% | Added |
| IHT Wealth Management, LLC | 20,052 | $191.3K | 0.01% | −14,757−42.4% | Reduced |
| PDS Planning, Inc | 20,047 | $191.2K | 0.02% | +3,638+22.2% | Added |
| Moors & Cabot, Inc. | 19,915 | $190.0K | 0.01% | −235−1.2% | Reduced |
| Brighton Jones LLC | 19,579 | $186.8K | 0.01% | +19,579 | New |
| Level Four Advisory Services, LLC | 19,568 | $186.7K | 0.01% | +274+1.4% | Added |
| Cary Street Partners Financial LLC | 19,168 | $182.9K | 0.01% | +19,168 | New |
| Old National Bancorp | 19,104 | $182.3K | 0.00% | −590−3.0% | Reduced |
| King Luther Capital Management Corp | 19,063 | $181.9K | 0.00% | +4,148+27.8% | Added |
| Baird Financial Group, Inc. | 19,022 | $181.5K | 0.00% | +5,805+43.9% | Added |
| Northwestern Mutual Wealth Management Co | 18,816 | $179.5K | 0.00% | −1,570−7.7% | Reduced |
| Ameritas Advisory Services, LLC | 18,307 | $174.6K | 0.01% | +2,262+14.1% | Added |
| Integrated Wealth Concepts LLC | 18,244 | $174.0K | 0.00% | +636+3.6% | Added |
| AE Wealth Management LLC | 18,137 | $173.0K | 0.00% | −334−1.8% | Reduced |
| Portside Wealth Group, LLC | 18,126 | $172.9K | 0.03% | −28,877−61.4% | Reduced |
| Optas, LLC | 18,097 | $172.6K | 0.04% | +18,097 | New |
| Old Port Advisors | 17,907 | $170.8K | 0.05% | −3,718−17.2% | Reduced |
| Lake Street Advisors Group, LLC | 17,545 | $167.4K | 0.01% | −4,850−21.7% | Reduced |
| Greenleaf Trust | 17,225 | $164.3K | 0.00% | +1,333+8.4% | Added |
| Drive Wealth Management, LLC | 17,198 | $164.1K | 0.04% | +17,198 | New |
| Beacon Financial Strategies CORP | 19,888 | $163.1K | 0.11% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 17,073 | $162.9K | 0.24% | +17,073 | New |
| Sanders Morris Harris LLC | 16,700 | $159.4K | 0.02% | 00.0% | Unchanged |