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 |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 641 | $6.51K | 0.00% | +641 | New |
| Cranbrook Wealth Management, LLC | 636 | $6.54K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 640 | $6.59K | 0.00% | −510−44.3% | Reduced |
| First Command Advisory Services, Inc. | 647 | $6.66K | 0.00% | +224+53.0% | Added |
| Cape Investment Advisory, Inc. | 650 | $6.69K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 650 | $6.69K | 0.00% | +350+116.7% | Added |
| Cherry Tree Wealth Management, LLC | 676 | $6.96K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 680 | $7.00K | 0.00% | −60−8.1% | Reduced |
| Financial Connections Group, Inc. | 841 | $7.00K | 0.00% | +100+13.5% | Added |
| NBC Securities, Inc. | 755 | $7.00K | 0.00% | +755 | New |
| Hanson & Doremus Investment Management | 710 | $7.00K | 0.00% | +710 | New |
| Sittner & Nelson, LLC | 681 | $7.01K | 0.00% | −172−20.2% | Reduced |
| Piscataqua Savings Bank | 682 | $7.02K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 690 | $7.10K | 0.00% | −3,605−83.9% | Reduced |
| Toth Financial Advisory Corp | 705 | $7.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 712 | $7.28K | 0.00% | +58+8.9% | Added |
| Colonial Trust Advisors | 719 | $7.40K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 732 | $7.53K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 735 | $7.56K | 0.00% | −32−4.2% | Reduced |
| St Germain D J Co Inc | 751 | $7.73K | 0.00% | +164+27.9% | Added |
| North Star Investment Management Corp. | 775 | $7.97K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 797 | $8.20K | 0.00% | +797 | New |
| Jackson, Grant Investment Advisers, Inc. | 798 | $8.21K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 800 | $8.23K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 800 | $8.23K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 804 | $8.27K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 836 | $8.60K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 847 | $8.72K | 0.00% | +48+6.0% | Added |
| Archer Investment Corp | 882 | $9.07K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 882 | $9.08K | 0.01% | +882 | New |
| Wolff Wiese Magana LLC | 916 | $9.43K | 0.01% | +910+15,166.7% | Added |
| Larson Financial Group LLC | 933 | $9.60K | 0.00% | −183−16.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $9.72K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 950 | $9.78K | 0.00% | −666−41.2% | Reduced |
| Laurel Wealth Advisors LLC | 956 | $9.84K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 957 | $9.85K | 0.00% | −825−46.3% | Reduced |
| Ridgewood Investments LLC | 960 | $9.88K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 997 | $10.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 972 | $10.0K | 0.00% | −1,384−58.7% | Reduced |
| Clean Yield Group | 1,000 | $10.3K | 0.00% | −1,345−57.4% | Reduced |
| Park Circle Co | 1,000 | $10.3K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,007 | $10.4K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,017 | $10.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,062 | $10.9K | 0.01% | −104−8.9% | Reduced |
| Financial Network Wealth Management LLC | 1,150 | $11.0K | 0.00% | +1,150 | New |
| Rosenberg Matthew Hamilton | 1,095 | $11.3K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 1,100 | $11.3K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 852 | $11.7K | 0.01% | −201−19.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,662 | $11.8K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,177 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,225 | $12.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,250 | $12.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,274 | $13.1K | 0.01% | −1−0.1% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,280 | $13.2K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,285 | $13.2K | 0.00% | −154−10.7% | Reduced |
| Eastern Bank | 1,285 | $13.2K | 0.00% | +700+119.7% | Added |
| Sound Income Strategies, LLC | 1,286 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,311 | $13.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,322 | $13.6K | 0.00% | +149+12.7% | Added |
| Beacon Capital Management, LLC | 1,394 | $14.3K | 0.00% | +769+123.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,451 | $14.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,457 | $15.0K | 0.00% | +624+74.9% | Added |
| Coston, McIsaac & Partners | 1,487 | $15.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,484 | $15.0K | 0.00% | +1,484 | New |
| JFS Wealth Advisors, LLC | 1,496 | $15.4K | 0.00% | −27−1.8% | Reduced |
| Ancora Advisors, LLC | 1,499 | $15.4K | 0.00% | −54−3.5% | Reduced |
| Creative Financial Designs Inc | 1,507 | $15.5K | 0.00% | +533+54.7% | Added |
| Costello Asset Management, INC | 1,636 | $16.8K | 0.01% | +1,636 | New |
| NBT Bank N A | 1,683 | $17.3K | 0.00% | −300−15.1% | Reduced |
| West Branch Capital LLC | 1,714 | $17.6K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,713 | $18.0K | 0.00% | +361+26.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,797 | $18.5K | 0.00% | −5,181−74.2% | Reduced |
| HM Payson & Co | 1,810 | $18.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,845 | $19.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,849 | $19.0K | 0.00% | +244+15.2% | Added |
| SOA Wealth Advisors, LLC. | 1,935 | $19.9K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 1,968 | $20.3K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,000 | $20.6K | 0.00% | −2,000−50.0% | Reduced |
| Key Financial Inc | 2,108 | $21.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,588 | $26.6K | 0.00% | +1,491+135.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,725 | $28.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,755 | $28.3K | 0.00% | −1,000−26.6% | Reduced |
| Sierra Ocean, LLC | 2,775 | $28.6K | 0.02% | 00.0% | Unchanged |
| City State Bank | 2,798 | $28.8K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,844 | $29.3K | 0.01% | +2,844 | New |
| Atlas Capital Advisors LLC | 2,885 | $29.7K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3,000 | $30.9K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,009 | $31.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,990 | $31.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,023 | $31.1K | 0.00% | +612+25.4% | Added |
| Deutsche Bank AG | 3,126 | $32.2K | 0.00% | +2,276+267.8% | Added |
| Ameriflex Group, Inc. | 3,221 | $33.1K | 0.01% | +1,500+87.2% | Added |
| Smithfield Trust Co | 3,484 | $35.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,442 | $35.0K | 0.00% | +191+5.9% | Added |
| Barrett & Company, Inc. | 3,486 | $35.9K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3,570 | $37.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,723 | $38.3K | 0.00% | −862−18.8% | Reduced |
| Spire Wealth Management | 3,753 | $38.6K | 0.00% | −387−9.3% | Reduced |