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, Q1 2025
Institutional positions in Haleon plc as of Mar 31, 2025. 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
- 600
- −1 vs. Q4 2024
- Shares held
- 569.8M
- −159.4M (−21.9%) vs. Q4 2024
- Total value
- $5.86B
- −$1.10B (−15.8%) vs. Q4 2024
- New holders
- 54
- 192 more added
- Sold out
- 55
- 206 more reduced
10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 169,150,936 | $1.74B | 0.99% | −9,593,990−5.4% | Reduced |
| FMR LLC | 111,456,487 | $1.15B | 0.07% | +2,628,673+2.4% | Added |
| Clearbridge Investments, LLC | 32,594,931 | $335.4M | 0.29% | −208,312−0.6% | Reduced |
| Harding Loevner LP | 23,071,921 | $237.5M | 1.82% | −1,054,421−4.4% | Reduced |
| Wellington Management Group LLP | 18,700,480 | $192.4M | 0.04% | +3,372,155+22.0% | Added |
| UBS Group AG | 14,360,899 | $147.8M | 0.03% | +7,632,013+113.4% | Added |
| Sculptor Capital LP | 10,849,868 | $111.6M | 2.50% | +1,962,770+22.1% | Added |
| Morgan Stanley | 10,279,456 | $105.8M | 0.01% | +387,835+3.9% | Added |
| Douglas Lane & Associates, LLC | 8,609,093 | $88.6M | 1.31% | −15,056−0.2% | Reduced |
| Aristotle Capital Management, LLC | 8,436,462 | $86.8M | 0.17% | −314,110−3.6% | Reduced |
| Altshuler Shaham Ltd | 7,938,977 | $81.7M | 1.98% | +7,800,000+5,612.4% | Added |
| JPMorgan Chase & Co | 7,601,873 | $78.2M | 0.01% | +1,586,970+26.4% | Added |
| Envestnet Asset Management Inc | 7,380,373 | $75.9M | 0.02% | −249,934−3.3% | Reduced |
| Point72 Asset Management, L.P. | 6,603,290 | $67.9M | 0.19% | +1,874,793+39.6% | Added |
| Goldman Sachs Group Inc | 6,100,744 | $62.8M | 0.01% | −170,249−2.7% | Reduced |
| Citadel Advisors LLC | 5,979,855 | $61.5M | 0.06% | −125,738−2.1% | Reduced |
| Nuveen, LLC | 5,721,131 | $58.9M | 0.02% | +5,721,131 | New |
| Bank of America Corp | 5,714,212 | $58.8M | 0.01% | +192,355+3.5% | Added |
| Voloridge Investment Management, LLC | 5,434,505 | $55.9M | 0.21% | +4,858,136+842.9% | Added |
| Northern Trust Corp | 5,098,844 | $52.5M | 0.01% | −313,698−5.8% | Reduced |
| Raymond James Financial Inc | 4,285,893 | $44.1M | 0.02% | −136,866−3.1% | Reduced |
| Millennium Management LLC | 4,216,504 | $43.4M | 0.04% | +3,687,613+697.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,171,756 | $42.9M | 0.14% | +405,892+10.8% | Added |
| BlackRock, Inc. | 4,124,159 | $42.4M | 0.00% | +465,606+12.7% | Added |
| Van Eck Associates Corp | 3,612,443 | $37.2M | 0.05% | +103,043+2.9% | Added |
| Wells Fargo & Company | 3,228,788 | $33.2M | 0.01% | −27,985−0.9% | Reduced |
| Bain Capital Public Equity Management II, LLC | 3,093,270 | $31.8M | 2.52% | +249,260+8.8% | Added |
| Royal Bank of Canada | 2,775,678 | $28.6M | 0.01% | +42,063+1.5% | Added |
| Arrowstreet Capital, Limited Partnership | 2,516,012 | $25.9M | 0.02% | +1,580,752+169.0% | Added |
| First Eagle Investment Management, LLC | 2,488,938 | $25.6M | 0.05% | +384,649+18.3% | Added |
| Bank of Montreal | 2,209,143 | $22.7M | 0.01% | +1,504,386+213.5% | Added |
| Jane Street Group, LLC | 2,155,716 | $22.2M | 0.04% | +1,947,050+933.1% | Added |
| Bank of New York Mellon Corp | 2,052,189 | $21.1M | 0.00% | −18,828−0.9% | Reduced |
| Clark Estates Inc | 2,000,000 | $20.6M | 4.36% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,962,820 | $20.2M | 0.02% | −70,478−3.5% | Reduced |
| Natixis Advisors, L.P. | 1,917,548 | $19.7M | 0.04% | +390,156+25.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,772,748 | $18.2M | 0.04% | +2,811+0.2% | Added |
| Verition Fund Management LLC | 1,673,213 | $17.2M | 0.10% | +1,496,866+848.8% | Added |
| Cubist Systematic Strategies, LLC | 1,447,922 | $14.9M | 0.20% | +1,026,291+243.4% | Added |
| Cambiar Investors LLC | 1,361,608 | $14.0M | 0.59% | −70,900−4.9% | Reduced |
| Invesco Ltd. | 1,346,966 | $13.9M | 0.00% | −275,550−17.0% | Reduced |
| Qube Research & Technologies Ltd | 1,324,718 | $13.6M | 0.02% | +5,980+0.5% | Added |
| LPL Financial LLC | 1,256,449 | $12.9M | 0.01% | +95,990+8.3% | Added |
| Renaissance Technologies LLC | 1,239,699 | $12.8M | 0.02% | +626,600+102.2% | Added |
| Manufacturers Life Insurance Company, The | 1,179,287 | $12.1M | 0.01% | −619,718−34.4% | Reduced |
| Heathbridge Capital Management Ltd. | 1,084,800 | $11.2M | 4.53% | −24,500−2.2% | Reduced |
| Neuberger Berman Group LLC | 1,047,009 | $10.8M | 0.01% | +87,116+9.1% | Added |
| Russell Investments Group, Ltd. | 1,003,478 | $10.3M | 0.01% | +8,237+0.8% | Added |
| D. E. Shaw & Co., Inc. | 913,214 | $9.40M | 0.01% | +846,756+1,274.1% | Added |
| Janney Montgomery Scott LLC | 889,394 | $9.15M | 0.03% | +38,831+4.6% | Added |
| Citigroup Inc | 868,948 | $8.94M | 0.01% | −182,603−17.4% | Reduced |
| American Century Companies Inc | 750,654 | $7.72M | 0.00% | +30,764+4.3% | Added |
| US Bancorp | 709,817 | $7.30M | 0.01% | −24,998−3.4% | Reduced |
| Jarislowsky, Fraser Ltd | 705,398 | $7.26M | 0.05% | +8,290+1.2% | Added |
| SEI Investments Co | 700,931 | $7.21M | 0.01% | −59,910−7.9% | Reduced |
| Quantinno Capital Management LP | 683,842 | $7.04M | 0.05% | +106,324+18.4% | Added |
| Oppenheimer Asset Management Inc. | 672,407 | $6.92M | 0.09% | −66,937−9.1% | Reduced |
| GAM Holding AG | 666,312 | $6.86M | 0.53% | −125,790−15.9% | Reduced |
| Mariner, LLC | 664,144 | $6.83M | 0.01% | −31,262−4.5% | Reduced |
| Welch & Forbes LLC | 644,201 | $6.63M | 0.09% | −480−0.1% | Reduced |
| Hantz Financial Services, Inc. | 603,958 | $6.21M | 0.11% | −988−0.2% | Reduced |
| Cerity Partners LLC | 562,785 | $5.79M | 0.01% | −21,379−3.7% | Reduced |
| Balyasny Asset Management LLC | 528,077 | $5.43M | 0.01% | +260,210+97.1% | Added |
| Truist Financial Corp | 517,365 | $5.32M | 0.01% | −43,755−7.8% | Reduced |
| Crossmark Global Holdings, Inc. | 500,106 | $5.15M | 0.09% | +676+0.1% | Added |
| Dimensional Fund Advisors LP | 489,336 | $5.04M | 0.00% | −265,028−35.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 478,565 | $4.92M | 0.04% | +124,129+35.0% | Added |
| Synovus Financial Corp | 474,011 | $4.88M | 0.06% | +317,544+202.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 454,182 | $4.67M | 0.01% | +61,773+15.7% | Added |
| QRG Capital Management, Inc. | 451,968 | $4.65M | 0.05% | +125,612+38.5% | Added |
| Schonfeld Strategic Advisors LLC | 446,327 | $4.59M | 0.03% | +308,675+224.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 428,614 | $4.41M | 0.36% | +390,045+1,011.3% | Added |
| WCM Investment Management, LLC | 422,487 | $4.33M | 0.01% | +108,775+34.7% | Added |
| Creative Planning | 390,600 | $4.02M | 0.00% | +31,596+8.8% | Added |
| Fisher Asset Management, LLC | 386,874 | $3.98M | 0.00% | −52,121−11.9% | Reduced |
| Mercer Global Advisors Inc | 380,996 | $3.92M | 0.01% | +114,115+42.8% | Added |
| Charles Schwab Investment Management Inc | 342,213 | $3.52M | 0.00% | +76,469+28.8% | Added |
| HighTower Advisors, LLC | 341,182 | $3.51M | 0.00% | −21,503−5.9% | Reduced |
| State Street Corp | 325,569 | $3.35M | 0.00% | −46,510−12.5% | Reduced |
| Manning & Napier Advisors LLC | 323,256 | $3.33M | 0.04% | −7,797−2.4% | Reduced |
| Pitcairn Co | 312,953 | $3.22M | 0.19% | +37,105+13.5% | Added |
| Fifth Third Bancorp | 307,192 | $3.16M | 0.01% | +3,643+1.2% | Added |
| Brinker Capital Investments, LLC | 298,043 | $3.07M | 0.03% | −81,131−21.4% | Reduced |
| Orion Portfolio Solutions, LLC | 298,043 | $3.07M | 0.03% | −81,131−21.4% | Reduced |
| Davenport & Co LLC | 279,796 | $2.88M | 0.02% | −6,408−2.2% | Reduced |
| RSM US Wealth Management LLC | 273,219 | $2.81M | 0.04% | −35,325−11.4% | Reduced |
| Captrust Financial Advisors | 266,660 | $2.74M | 0.01% | −30,293−10.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 262,830 | $2.70M | 0.16% | +32,590+14.2% | Added |
| Landscape Capital Management, L.L.C. | 257,560 | $2.65M | 0.24% | +257,560 | New |
| Franklin Resources Inc | 250,744 | $2.58M | 0.00% | −2,754−1.1% | Reduced |
| Eagle Global Advisors LLC | 248,000 | $2.55M | 0.11% | +24,000+10.7% | Added |
| Keybank National Association | 236,878 | $2.44M | 0.01% | +5,030+2.2% | Added |
| Jones Financial Companies LLLP | 235,884 | $2.42M | 0.00% | +73,697+45.4% | Added |
| The PNC Financial Services Group, Inc. | 231,841 | $2.39M | 0.00% | +24,373+11.7% | Added |
| Keystone Financial Planning, Inc. | 224,919 | $2.31M | 0.69% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 222,656 | $2.29M | 0.02% | −17,223−7.2% | Reduced |
| Commonwealth Equity Services, LLC | 216,967 | $2.23M | 0.00% | +1,363+0.6% | Added |
| MML Investors Services, LLC | 216,075 | $2.22M | 0.01% | −26,528−10.9% | Reduced |
| Silvercrest Asset Management Group LLC | 211,126 | $2.17M | 0.02% | −3,945−1.8% | Reduced |
| Callan Family Office, LLC | 208,813 | $2.15M | 0.16% | +2,314+1.1% | Added |