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 |
|---|---|---|---|---|---|
| FIL Ltd | 4,049 | $38.6K | 0.00% | +1,270+45.7% | Added |
| BOK Financial Private Wealth, Inc. | 4,000 | $38.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,755 | $35.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,643 | $34.8K | 0.00% | +3,643 | New |
| Toronto Dominion Bank | 3,570 | $34.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,513 | $33.5K | 0.01% | +3,348+2,029.1% | Added |
| Barrett & Company, Inc. | 3,486 | $33.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,484 | $33.0K | 0.00% | −140−3.9% | Reduced |
| Pin Oak Investment Advisors Inc | 2,990 | $32.0K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,251 | $31.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,154 | $30.1K | 0.00% | +441+16.3% | Added |
| Grove Bank & Trust | 3,009 | $28.7K | 0.00% | +433+16.8% | Added |
| Ransom Advisory, Ltd | 3,000 | $28.6K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,885 | $27.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 2,798 | $26.7K | 0.01% | −1,010−26.5% | Reduced |
| Sierra Ocean, LLC | 2,775 | $26.5K | 0.02% | +2,775 | New |
| UMA Financial Services, Inc. | 2,745 | $26.2K | 0.00% | +2,745 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,725 | $26.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 2,595 | $24.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,411 | $23.0K | 0.00% | −217−8.3% | Reduced |
| Winch Advisory Services, LLC | 2,356 | $22.5K | 0.01% | +1,384+142.4% | Added |
| Clean Yield Group | 2,345 | $22.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,108 | $20.1K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 2,000 | $19.1K | 0.02% | +2,000 | New |
| NBT Bank N A | 1,983 | $18.9K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 1,968 | $18.8K | 0.01% | +1,968 | New |
| Assetmark, Inc | 1,947 | $18.6K | 0.00% | +153+8.5% | Added |
| SOA Wealth Advisors, LLC. | 1,935 | $18.5K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,883 | $18.0K | 0.00% | +2+0.1% | Added |
| LRI Investments, LLC | 1,845 | $17.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,810 | $17.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,782 | $17.0K | 0.00% | +825+86.2% | Added |
| West Branch Capital LLC | 1,714 | $16.4K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,721 | $16.3K | 0.01% | +1,721 | New |
| Princeton Global Asset Management LLC | 1,616 | $15.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,605 | $15.3K | 0.00% | −225−12.3% | Reduced |
| Ancora Advisors, LLC | 1,553 | $14.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,523 | $14.5K | 0.00% | +84+5.8% | Added |
| Barclays PLC | 1,499 | $14.3K | 0.00% | −1−0.1% | Reduced |
| Venturi Wealth Management, LLC | 1,471 | $14.0K | 0.00% | +1,117+315.5% | Added |
| Coston, McIsaac & Partners | 1,487 | $14.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,451 | $13.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,439 | $13.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,377 | $13.1K | 0.00% | −1,272−48.0% | Reduced |
| Macquarie Group Ltd | 1,352 | $13.0K | 0.00% | +441+48.4% | Added |
| Golden State Wealth Management, LLC | 1,311 | $12.5K | 0.00% | +1,311 | New |
| Tompkins Financial Corp | 1,300 | $12.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,286 | $12.3K | 0.00% | −224−14.8% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,280 | $12.2K | 0.01% | +1,280 | New |
| Global Financial Private Client, LLC | 1,275 | $12.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,250 | $11.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,662 | $11.8K | 0.00% | +120+7.8% | Added |
| Citizens National Bank Trust Department | 1,225 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,200 | $11.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,173 | $11.2K | 0.00% | +134+12.9% | Added |
| Caldwell Sutter Capital, Inc. | 1,166 | $11.1K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,177 | $11.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 1,150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,116 | $10.6K | 0.00% | −29−2.5% | Reduced |
| Peoples Bank | 1,100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,097 | $10.5K | 0.00% | +47+4.5% | Added |
| Rosenberg Matthew Hamilton | 1,095 | $10.4K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,053 | $10.0K | 0.01% | +1,053 | New |
| TCTC Holdings, LLC | 1,017 | $9.70K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,007 | $9.61K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $9.54K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 999 | $9.53K | 0.00% | +999 | New |
| Creative Financial Designs Inc | 974 | $9.29K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 960 | $9.16K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 956 | $9.12K | 0.00% | +1+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $9.10K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 914 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 997 | $9.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 882 | $8.41K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 853 | $8.14K | 0.00% | +172+25.3% | Added |
| Deutsche Bank AG | 850 | $8.11K | 0.00% | −1,042−55.1% | Reduced |
| Old Point Trust & Financial Services N A | 836 | $7.97K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 833 | $7.95K | 0.00% | +600+257.5% | Added |
| MV Capital Management, Inc. | 804 | $7.67K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 800 | $7.63K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 800 | $7.63K | 0.00% | +800 | New |
| Bogart Wealth, LLC | 799 | $7.63K | 0.00% | +374+88.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 798 | $7.61K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 796 | $7.59K | 0.00% | −259−24.5% | Reduced |
| Coppell Advisory Solutions LLC | 795 | $7.56K | 0.00% | +650+448.3% | Added |
| North Star Investment Management Corp. | 775 | $7.39K | 0.00% | −2,800−78.3% | Reduced |
| Avalon Trust Co | 773 | $7.38K | 0.00% | +773 | New |
| GPS Wealth Strategies Group, LLC | 767 | $7.31K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 758 | $7.23K | 0.01% | +758 | New |
| Independence Bank of Kentucky | 740 | $7.06K | 0.00% | +60+8.8% | Added |
| Financial Connections Group, Inc. | 741 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 732 | $6.98K | 0.00% | +732 | New |
| Colonial Trust Advisors | 719 | $6.86K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 705 | $6.73K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 695 | $6.63K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 682 | $6.51K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 676 | $6.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 654 | $6.26K | 0.00% | +151+30.0% | Added |
| Cape Investment Advisory, Inc. | 650 | $6.20K | 0.00% | +150+30.0% | Added |
| Cranbrook Wealth Management, LLC | 636 | $6.07K | 0.00% | 00.0% | Unchanged |