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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 3,807 | $39.2K | 0.00% | −4,144−52.1% | Reduced |
| Washington Trust Advisors, Inc. | 4,147 | $42.7K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 4,194 | $43.2K | 0.00% | +145+3.6% | Added |
| SRS Capital Advisors, Inc. | 4,419 | $45.5K | 0.00% | −633−12.5% | Reduced |
| Continuum Advisory, LLC | 4,753 | $48.9K | 0.01% | +2,870+152.4% | Added |
| Geneos Wealth Management Inc. | 4,846 | $49.9K | 0.00% | +1,203+33.0% | Added |
| Hollencrest Capital Management | 4,873 | $50.1K | 0.00% | −555−10.2% | Reduced |
| Hemington Wealth Management | 5,340 | $54.0K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 5,362 | $55.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 5,476 | $56.3K | 0.02% | +522+10.5% | Added |
| Alpine Bank Wealth Management | 5,485 | $56.4K | 0.01% | +5,485 | New |
| Cary Street Partners Financial LLC | 5,533 | $56.9K | 0.00% | −13,635−71.1% | Reduced |
| Whittier Trust Co | 5,867 | $60.4K | 0.00% | −1,153−16.4% | Reduced |
| AdvisorNet Financial, Inc | 6,055 | $62.3K | 0.00% | −166−2.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,291 | $64.7K | 0.00% | +3,137+99.5% | Added |
| Harbour Investments, Inc. | 6,636 | $68.3K | 0.00% | −279−4.0% | Reduced |
| Pinnacle Bancorp, Inc. | 6,673 | $68.7K | 0.02% | +351+5.6% | Added |
| TSFG, LLC | 6,858 | $71.0K | 0.01% | +6,540+2,056.6% | Added |
| TD Waterhouse Canada Inc. | 7,299 | $74.2K | 0.00% | +576+8.6% | Added |
| Cary Street Partner Investment Advisory LLC | 7,305 | $75.2K | 0.04% | +6,934+1,869.0% | Added |
| Brown Brothers Harriman & Co | 7,569 | $77.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7,762 | $79.9K | 0.01% | −1,176−13.2% | Reduced |
| Central Trust Co | 8,932 | $91.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 9,036 | $93.0K | 0.00% | +3,413+60.7% | Added |
| Lindbrook Capital, LLC | 9,350 | $96.2K | 0.01% | −5−0.1% | Reduced |
| Cromwell Holdings LLC | 9,703 | $99.8K | 0.06% | +2,040+26.6% | Added |
| Allworth Financial LP | 9,821 | $100.2K | 0.00% | −63−0.6% | Reduced |
| Corient IA LLC | 10,000 | $102.9K | 0.07% | +10,000 | New |
| Brucke Financial, Inc. | 10,159 | $103.1K | 0.09% | +17+0.2% | Added |
| D'Orazio & Associates, Inc. | 10,294 | $105.9K | 0.02% | −1,677−14.0% | Reduced |
| SeaCrest Wealth Management, LLC | 10,392 | $106.9K | 0.01% | −304−2.8% | Reduced |
| Quadcap Wealth Management, LLC | 10,529 | $108.3K | 0.02% | −1,376−11.6% | Reduced |
| Hilltop Holdings Inc. | 10,821 | $111.3K | 0.01% | −701−6.1% | Reduced |
| Excalibur Management Corp | 10,849 | $111.6K | 0.04% | −10−0.1% | Reduced |
| Park Place Capital Corp | 10,869 | $111.8K | 0.03% | −2,146−16.5% | Reduced |
| Atala Financial Inc | 10,871 | $111.9K | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 10,993 | $113.1K | 0.01% | −243−2.2% | Reduced |
| Wealth Alliance | 11,090 | $114.1K | 0.01% | −10,284−48.1% | Reduced |
| Sivia Capital Partners, LLC | 11,100 | $114.2K | 0.05% | +411+3.8% | Added |
| Moody National Bank Trust Division | 11,115 | $114.4K | 0.01% | +11,115 | New |
| Hexagon Capital Partners LLC | 11,131 | $114.5K | 0.02% | +1,538+16.0% | Added |
| Fiduciary Alliance LLC | 11,136 | $114.6K | 0.01% | −617−5.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,464 | $118.0K | 0.00% | +1,025+9.8% | Added |
| Leo Wealth, LLC | 11,516 | $118.5K | 0.02% | +11,516 | New |
| Hancock Whitney Corp | 11,620 | $119.6K | 0.00% | +11,620 | New |
| Stratos Wealth Partners, LTD. | 11,807 | $121.5K | 0.00% | −4,202−26.2% | Reduced |
| May Hill Capital, LLC | 11,836 | $121.8K | 0.05% | +11,836 | New |
| Advisor OS, LLC | 11,919 | $122.6K | 0.01% | +11,919 | New |
| Lazard Asset Management LLC | 12,000 | $123.0K | 0.00% | 00.0% | Unchanged |
| Abc Arbitrage SA | 12,036 | $123.8K | 0.02% | +12,036 | New |
| PFW Advisors LLC | 12,118 | $124.7K | 0.04% | +1,737+16.7% | Added |
| Scotia Capital Inc. | 12,171 | $125.2K | 0.00% | −66,392−84.5% | Reduced |
| Blair William & Co | 12,295 | $126.5K | 0.00% | −26,650−68.4% | Reduced |
| Portside Wealth Group, LLC | 12,377 | $127.4K | 0.02% | −5,749−31.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 12,516 | $128.8K | 0.10% | +11,758+1,551.2% | Added |
| Ballew Advisors, Inc | 12,859 | $129.4K | 0.09% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12,861 | $130.9K | 0.00% | +1,041+8.8% | Added |
| Integrated Wealth Concepts LLC | 12,751 | $131.2K | 0.00% | −5,493−30.1% | Reduced |
| Umb Bank N A | 12,809 | $131.8K | 0.00% | −405−3.1% | Reduced |
| Toroso Investments, LLC | 12,875 | $132.5K | 0.00% | +12,875 | New |
| Wright Investors Service Inc | 12,902 | $132.8K | 0.04% | +1,531+13.5% | Added |
| Gabelli Funds LLC | 13,000 | $133.8K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 13,006 | $133.8K | 0.01% | −911−6.5% | Reduced |
| Cornerstone Wealth Management, LLC | 13,009 | $133.9K | 0.01% | −931−6.7% | Reduced |
| Thoroughbred Financial Services, LLC | 13,102 | $134.0K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 13,317 | $136.4K | 0.01% | +13,317 | New |
| Holistic Financial Partners | 13,379 | $137.7K | 0.07% | +1,172+9.6% | Added |
| Wrapmanager Inc | 13,447 | $138.4K | 0.04% | +1,666+14.1% | Added |
| National Bank of Canada | 13,578 | $139.6K | 0.00% | −414−3.0% | Reduced |
| Endowment Wealth Management, Inc. | 13,672 | $140.7K | 0.09% | +608+4.7% | Added |
| Drive Wealth Management, LLC | 13,842 | $142.4K | 0.03% | −3,356−19.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 13,867 | $142.7K | 0.00% | +1,631+13.3% | Added |
| National Asset Management, Inc. | 13,901 | $143.0K | 0.00% | −854−5.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,082 | $144.9K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 14,465 | $148.8K | 0.01% | +61+0.4% | Added |
| LGT Group Foundation | 14,535 | $149.6K | 0.00% | −16,176−52.7% | Reduced |
| Aureus Asset Management, LLC | 14,881 | $153.1K | 0.01% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 14,885 | $153.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 14,943 | $153.8K | 0.00% | −6,779−31.2% | Reduced |
| Essex Savings Bank | 15,059 | $155.0K | 0.04% | −226−1.5% | Reduced |
| Checchi Capital Advisers, LLC | 15,196 | $156.4K | 0.01% | +323+2.2% | Added |
| Golden State Equity Partners | 15,221 | $156.6K | 0.03% | −1,412−8.5% | Reduced |
| Sage Rhino Capital LLC | 15,227 | $156.7K | 0.04% | +382+2.6% | Added |
| Transcend Wealth Collective, LLC | 15,394 | $158.4K | 0.01% | +442+3.0% | Added |
| Nicholas Hoffman & Company, LLC. | 15,419 | $158.7K | 0.01% | +75+0.5% | Added |
| Simplicity Wealth,LLC | 15,482 | $159.3K | 0.01% | +1,135+7.9% | Added |
| Keel Point, LLC | 15,581 | $160.3K | 0.01% | −155−1.0% | Reduced |
| West Family Investments, Inc. | 15,818 | $162.8K | 0.06% | +72+0.5% | Added |
| Dimension Capital Management LLC | 16,010 | $164.7K | 0.03% | 00.0% | Unchanged |
| Prospect Financial Group LLC | 16,056 | $165.2K | 0.21% | +2,247+16.3% | Added |
| First Horizon Advisors, Inc. | 16,247 | $167.2K | 0.00% | −216−1.3% | Reduced |
| Seven Mile Advisory | 16,250 | $167.2K | 0.11% | −10−0.1% | Reduced |
| Concurrent Investment Advisors, LLC | 16,363 | $168.4K | 0.00% | +4,055+32.9% | Added |
| Fortress Private Ledger, LLC | 16,482 | $169.6K | 0.09% | +16,482 | New |
| Sanders Morris Harris LLC | 16,700 | $170.1K | 0.03% | 00.0% | Unchanged |
| Old Port Advisors | 16,791 | $172.8K | 0.05% | −1,116−6.2% | Reduced |
| GWN Securities Inc. | 16,638 | $172.8K | 0.01% | +16,638 | New |
| Cresset Asset Management, LLC | 16,934 | $174.3K | 0.00% | −33,963−66.7% | Reduced |
| Marotta Asset Management | 16,494 | $174.5K | 0.03% | +674+4.3% | Added |
| Yoffe Investment Management, LLC | 17,073 | $175.7K | 0.26% | 00.0% | Unchanged |