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 |
|---|---|---|---|---|---|
| Golden State Equity Partners | 16,633 | $158.7K | 0.03% | −2,445−12.8% | Reduced |
| First Horizon Advisors, Inc. | 16,463 | $157.1K | 0.00% | +382+2.4% | Added |
| Seven Mile Advisory | 16,260 | $155.1K | 0.10% | +186+1.2% | Added |
| Financial Advocates Investment Management | 16,187 | $154.4K | 0.01% | −4,500−21.8% | Reduced |
| Stratos Wealth Partners, LTD. | 16,009 | $152.7K | 0.00% | +26+0.2% | Added |
| Dimension Capital Management LLC | 16,010 | $152.7K | 0.02% | +1,689+11.8% | Added |
| Merit Financial Group, LLC | 15,960 | $152.3K | 0.00% | +15,960 | New |
| Ground Swell Capital, LLC | 15,813 | $150.9K | 0.33% | +15,813 | New |
| West Family Investments, Inc. | 15,746 | $150.2K | 0.05% | +2,265+16.8% | Added |
| Keel Point, LLC | 15,736 | $150.1K | 0.01% | +2,071+15.2% | Added |
| Marotta Asset Management | 15,820 | $149.3K | 0.03% | −674−4.1% | Reduced |
| Riverbridge Partners LLC | 15,363 | $146.6K | 0.00% | −6,628−30.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 15,344 | $146.4K | 0.01% | +15,344 | New |
| Essex Savings Bank | 15,285 | $145.8K | 0.04% | +266+1.8% | Added |
| CIBC Private Wealth Group, LLC | 15,238 | $144.6K | 0.00% | −4,609−23.2% | Reduced |
| Beacon Pointe Advisors, LLC | 15,155 | $144.6K | 0.00% | +386+2.6% | Added |
| Transcend Wealth Collective, LLC | 14,952 | $142.6K | 0.01% | +330+2.3% | Added |
| Ewa, LLC | 14,903 | $142.2K | 0.05% | +14,903 | New |
| Cardiff Park Advisors, LLC | 14,885 | $142.0K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 14,881 | $142.0K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 14,873 | $141.9K | 0.01% | −316−2.1% | Reduced |
| Sage Rhino Capital LLC | 14,845 | $141.6K | 0.03% | +216+1.5% | Added |
| Icon Wealth Advisors, LLC | 14,791 | $141.1K | 0.01% | −7,924−34.9% | Reduced |
| Bleakley Financial Group, LLC | 14,784 | $141.0K | 0.00% | +2,921+24.6% | Added |
| National Asset Management, Inc. | 14,755 | $140.8K | 0.00% | −2,743−15.7% | Reduced |
| EverSource Wealth Advisors, LLC | 14,601 | $139.3K | 0.01% | +2,747+23.2% | Added |
| Flagship Harbor Advisors, LLC | 14,404 | $137.4K | 0.01% | −786−5.2% | Reduced |
| Simplicity Wealth,LLC | 14,347 | $136.9K | 0.03% | −1,630−10.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,082 | $134.3K | 0.00% | +591+4.4% | Added |
| Logan Capital Management Inc | 14,001 | $133.6K | 0.01% | +101+0.7% | Added |
| National Bank of Canada | 13,992 | $133.5K | 0.00% | +9,262+195.8% | Added |
| Cornerstone Wealth Management, LLC | 13,940 | $133.0K | 0.01% | −740−5.0% | Reduced |
| Rehmann Capital Advisory Group | 13,917 | $132.8K | 0.01% | +242+1.8% | Added |
| Prospect Financial Group LLC | 13,809 | $131.7K | 0.16% | +13,809 | New |
| Wallace Advisory Group, LLC | 11,929 | $126.2K | 0.09% | −5,620−32.0% | Reduced |
| Umb Bank N A | 13,214 | $126.1K | 0.00% | +111+0.8% | Added |
| Wedbush Securities Inc | 13,192 | $126.0K | 0.00% | +13,192 | New |
| Global Retirement Partners, LLC | 13,168 | $125.6K | 0.00% | −4,400−25.0% | Reduced |
| Endowment Wealth Management, Inc. | 13,064 | $124.6K | 0.08% | +127+1.0% | Added |
| Park Place Capital Corp | 13,015 | $124.2K | 0.03% | −452−3.4% | Reduced |
| Gabelli Funds LLC | 13,000 | $124.0K | 0.00% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 13,102 | $124.0K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 12,644 | $120.6K | 0.00% | +12,644 | New |
| FORA Capital, LLC | 12,405 | $118.3K | 0.01% | −84,587−87.2% | Reduced |
| Concurrent Investment Advisors, LLC | 12,308 | $117.4K | 0.00% | −372−2.9% | Reduced |
| Ballew Advisors, Inc | 12,859 | $117.0K | 0.07% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 12,236 | $116.7K | 0.00% | −683−5.3% | Reduced |
| Holistic Financial Partners | 12,207 | $116.5K | 0.06% | +1,518+14.2% | Added |
| D'Orazio & Associates, Inc. | 11,971 | $114.2K | 0.02% | +11,971 | New |
| Lazard Asset Management LLC | 12,000 | $114.0K | 0.00% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 11,905 | $113.6K | 0.02% | −1,991−14.3% | Reduced |
| Farther Finance Advisors, LLC | 11,820 | $112.8K | 0.00% | +884+8.1% | Added |
| Wrapmanager Inc | 11,781 | $112.4K | 0.03% | +11,781 | New |
| Fiduciary Alliance LLC | 11,753 | $112.1K | 0.01% | +11,753 | New |
| Kingsview Wealth Management, LLC | 11,753 | $112.1K | 0.00% | −10.0% | Reduced |
| Hilltop Holdings Inc. | 11,522 | $109.9K | 0.01% | −1,004−8.0% | Reduced |
| Wright Investors Service Inc | 11,371 | $108.5K | 0.04% | −438−3.7% | Reduced |
| Sage Mountain Advisors LLC | 11,236 | $107.2K | 0.01% | −4,902−30.4% | Reduced |
| Atala Financial Inc | 10,871 | $103.7K | 0.07% | +10,871 | New |
| Excalibur Management Corp | 10,859 | $103.6K | 0.04% | −17−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 10,696 | $102.0K | 0.01% | +10,696 | New |
| Sivia Capital Partners, LLC | 10,689 | $102.0K | 0.05% | −930−8.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,439 | $99.6K | 0.00% | −58−0.6% | Reduced |
| Blue Barn Wealth, LLC | 10,390 | $99.1K | 0.05% | −5,152−33.1% | Reduced |
| PFW Advisors LLC | 10,381 | $99.0K | 0.03% | +10,381 | New |
| HSBC Holdings PLC | 10,167 | $97.0K | 0.00% | −5,008−33.0% | Reduced |
| Brucke Financial, Inc. | 10,142 | $96.0K | 0.08% | +10,142 | New |
| GFS Advisors, LLC | 10,025 | $96.0K | 0.01% | +10,025 | New |
| Quinn Opportunity Partners LLC | 10,000 | $95.4K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 10,000 | $95.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 9,876 | $94.2K | 0.00% | +3,975+67.4% | Added |
| Hexagon Capital Partners LLC | 9,593 | $91.5K | 0.02% | +1,660+20.9% | Added |
| Allworth Financial LP | 9,884 | $90.2K | 0.00% | +2,383+31.8% | Added |
| Lindbrook Capital, LLC | 9,355 | $89.2K | 0.01% | +1,724+22.6% | Added |
| Private Trust Co NA | 8,938 | $85.3K | 0.01% | +838+10.3% | Added |
| Central Trust Co | 8,932 | $85.2K | 0.00% | +1,430+19.1% | Added |
| IFP Advisors, Inc | 7,951 | $75.9K | 0.00% | +649+8.9% | Added |
| Tower Research Capital LLC (TRC) | 7,793 | $74.3K | 0.00% | −41,663−84.2% | Reduced |
| Cromwell Holdings LLC | 7,663 | $73.1K | 0.04% | −617−7.5% | Reduced |
| Brown Brothers Harriman & Co | 7,569 | $72.2K | 0.00% | −6,084−44.6% | Reduced |
| Whittier Trust Co | 7,020 | $67.0K | 0.00% | −19,014−73.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,978 | $66.6K | 0.00% | −2,214−24.1% | Reduced |
| Harbour Investments, Inc. | 6,915 | $66.0K | 0.00% | +279+4.2% | Added |
| Proequities, Inc. | 7,095 | $65.4K | 0.00% | −904−11.3% | Reduced |
| TD Waterhouse Canada Inc. | 6,723 | $64.1K | 0.00% | −279−4.0% | Reduced |
| Pinnacle Bancorp, Inc. | 6,322 | $60.3K | 0.02% | −263−4.0% | Reduced |
| AdvisorNet Financial, Inc | 6,221 | $59.3K | 0.00% | −3,211−34.0% | Reduced |
| POM Investment Strategies, LLC | 6,178 | $58.9K | 0.04% | −518−7.7% | Reduced |
| Skopos Labs, Inc. | 6,080 | $58.0K | 0.02% | +3,812+168.1% | Added |
| Mather Group, LLC. | 5,623 | $53.6K | 0.00% | +3,596+177.4% | Added |
| Hollencrest Capital Management | 5,428 | $51.8K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 5,362 | $51.2K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 5,340 | $50.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,052 | $48.2K | 0.00% | −254−4.8% | Reduced |
| Addison Advisors LLC | 4,954 | $47.3K | 0.01% | +1,106+28.7% | Added |
| Rothschild Investment LLC | 4,585 | $43.7K | 0.00% | +221+5.1% | Added |
| Huntington National Bank | 4,295 | $41.0K | 0.00% | −34,789−89.0% | Reduced |
| Stance Capital LLC | 4,231 | $40.4K | 0.03% | +4,231 | New |
| Washington Trust Advisors, Inc. | 4,147 | $39.6K | 0.00% | +295+7.7% | Added |
| Spire Wealth Management | 4,140 | $39.5K | 0.00% | +4,140 | New |