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 |
|---|---|---|---|---|---|
| Keener Financial Planning LLC | 58 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $0 | 0.00% | +100 | New |
| Natixis | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 3 | $31 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 7 | $72 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $134 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 17 | $175 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 21 | $216 | 0.00% | +21 | New |
| Fairman Group, LLC | 25 | $239 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 25 | $257 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 30 | $309 | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $319 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 41 | $392 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 40 | $412 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 41 | $422 | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 50 | $477 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $515 | 0.00% | +50 | New |
| Abound Wealth Management | 52 | $536 | 0.00% | −24−31.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 64 | $659 | 0.00% | +64 | New |
| WPG Advisers, LLC | 70 | $720 | 0.00% | −315−81.8% | Reduced |
| Centennial Bank | 71 | $731 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 78 | $802 | 0.00% | +78 | New |
| Halbert Hargrove Global Advisors, LLC | 80 | $823 | 0.00% | +80 | New |
| Hoey Investments, Inc | 85 | $875 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 92 | $947 | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 100 | $1.03K | 0.00% | −283−73.9% | Reduced |
| Washington Trust Co | 100 | $1.03K | 0.00% | −50−33.3% | Reduced |
| Peoples Financial Services Corp. | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 101 | $1.04K | 0.00% | −13,900−99.3% | Reduced |
| Transce3nd, LLC | 101 | $1.04K | 0.00% | −120−54.3% | Reduced |
| Retirement Wealth Solutions LLC | 101 | $1.04K | 0.00% | −107−51.4% | Reduced |
| True Wealth Design, LLC | 113 | $1.16K | 0.00% | −6−5.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 113 | $1.16K | 0.00% | +113 | New |
| Creekmur Asset Management LLC | 123 | $1.27K | 0.00% | −5−3.9% | Reduced |
| CVA Family Office, LLC | 125 | $1.29K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 126 | $1.30K | 0.00% | −4−3.1% | Reduced |
| FSA Wealth Management LLC | 128 | $1.32K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 130 | $1.34K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 135 | $1.39K | 0.00% | +135 | New |
| TD Capital Management LLC | 138 | $1.42K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 144 | $1.48K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 159 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 163 | $1.68K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 188 | $1.94K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 190 | $1.96K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 210 | $2.16K | 0.00% | +102+94.4% | Added |
| Stephens Consulting, LLC | 215 | $2.21K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 218 | $2.24K | 0.00% | +84+62.7% | Added |
| ORG Partners LLC | 221 | $2.25K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 223 | $2.29K | 0.00% | +223 | New |
| Union Bancaire Privee, UBP SA | 229 | $2.35K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 246 | $2.53K | 0.00% | −7,547−96.8% | Reduced |
| Cheviot Value Management, LLC | 247 | $2.63K | 0.00% | +247 | New |
| Bell Investment Advisors, Inc | 271 | $2.79K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 271 | $2.79K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 283 | $2.88K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 285 | $2.90K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 291 | $2.99K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 264 | $3.00K | 0.00% | −650−71.1% | Reduced |
| Capital Analysts, LLC | 245 | $3.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 293 | $3.01K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 300 | $3.09K | 0.00% | +300 | New |
| Carolinas Wealth Consulting LLC | 304 | $3.13K | 0.00% | 00.0% | Unchanged |
| Motco | 308 | $3.17K | 0.00% | +308 | New |
| Private Wealth Asset Management, LLC | 309 | $3.18K | 0.00% | +309 | New |
| Quest 10 Wealth Builders, Inc. | 318 | $3.28K | 0.00% | −70−18.0% | Reduced |
| Mascoma Wealth Management LLC | 326 | $3.35K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 338 | $3.48K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 348 | $3.58K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 355 | $3.65K | 0.00% | −150−29.7% | Reduced |
| Millstone Evans Group, LLC | 361 | $3.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 368 | $3.79K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 373 | $3.84K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 375 | $3.86K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 375 | $3.86K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 393 | $4.04K | 0.00% | +93+31.0% | Added |
| Asset Dedication, LLC | 396 | $4.08K | 0.00% | +40+11.2% | Added |
| Anchor Investment Management, LLC | 400 | $4.12K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 400 | $4.12K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $4.12K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 407 | $4.18K | 0.00% | −2,338−85.2% | Reduced |
| Provenance Wealth Advisors, LLC | 417 | $4.29K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 425 | $4.37K | 0.00% | +425 | New |
| Centricity Wealth Management, LLC | 445 | $4.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 454 | $4.67K | 0.00% | −923−67.0% | Reduced |
| Compass Wealth Management LLC | 455 | $4.68K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 480 | $4.94K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 508 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $5.14K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 517 | $5.32K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 589 | $5.96K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 599 | $6.16K | 0.00% | +599 | New |
| Kiker Wealth Management, LLC | 625 | $6.43K | 0.00% | +625 | New |
| Financial Perspectives, Inc | 628 | $6.46K | 0.00% | 00.0% | Unchanged |