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 |
|---|---|---|---|---|---|
| Beacon Financial Strategies CORP | 19,888 | $175.7K | 0.12% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 17,096 | $175.9K | 0.00% | −8,716−33.8% | Reduced |
| Greenleaf Trust | 17,225 | $177.2K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 17,263 | $177.6K | 0.02% | −6,315−26.8% | Reduced |
| Ameritas Advisory Services, LLC | 18,525 | $178.4K | 0.01% | +218+1.2% | Added |
| J.W. Cole Advisors, Inc. | 17,548 | $180.6K | 0.01% | +17,548 | New |
| Parallel Advisors, LLC | 17,904 | $184.2K | 0.00% | −2,466−12.1% | Reduced |
| Moors & Cabot, Inc. | 18,036 | $185.6K | 0.01% | −1,879−9.4% | Reduced |
| Old National Bancorp | 18,129 | $186.5K | 0.00% | −975−5.1% | Reduced |
| CIBC Private Wealth Group, LLC | 20,385 | $190.6K | 0.00% | +5,147+33.8% | Added |
| IHT Wealth Management, LLC | 18,527 | $190.6K | 0.01% | −1,525−7.6% | Reduced |
| Quotient Wealth Partners, LLC | 18,651 | $191.9K | 0.01% | −8,604−31.6% | Reduced |
| Level Four Advisory Services, LLC | 19,274 | $198.3K | 0.01% | −294−1.5% | Reduced |
| AE Wealth Management LLC | 19,323 | $198.8K | 0.00% | +1,186+6.5% | Added |
| Ewa, LLC | 19,365 | $199.3K | 0.07% | +4,462+29.9% | Added |
| Assetmark, Inc | 19,387 | $199.5K | 0.00% | +17,440+895.7% | Added |
| Personal Cfo Solutions, LLC | 19,399 | $199.6K | 0.04% | −1,358−6.5% | Reduced |
| Greenwich Wealth Management LLC | 19,546 | $201.0K | 0.02% | −21,150−52.0% | Reduced |
| AlphaCore Capital LLC | 20,180 | $207.6K | 0.02% | −537−2.6% | Reduced |
| Brighton Jones LLC | 20,377 | $209.7K | 0.01% | +798+4.1% | Added |
| Ariston Services Group | 20,721 | $213.2K | 0.18% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 21,015 | $216.3K | 0.00% | −7,097−25.2% | Reduced |
| Baron Wealth Management LLC | 21,069 | $216.8K | 0.10% | −12,563−37.4% | Reduced |
| Valeo Financial Advisors, LLC | 21,175 | $217.9K | 0.01% | +722+3.5% | Added |
| Keystone Financial Group | 21,256 | $218.7K | 0.02% | +76+0.4% | Added |
| PFG Investments, LLC | 21,300 | $219.2K | 0.01% | −889−4.0% | Reduced |
| Optas, LLC | 21,337 | $219.6K | 0.04% | +3,240+17.9% | Added |
| Headlands Technologies LLC | 21,358 | $219.8K | 0.03% | +21,358 | New |
| EverSource Wealth Advisors, LLC | 21,474 | $221.0K | 0.01% | +6,873+47.1% | Added |
| Smartleaf Asset Management LLC | 21,672 | $221.9K | 0.02% | −41−0.2% | Reduced |
| PDS Planning, Inc | 21,645 | $222.7K | 0.02% | +1,598+8.0% | Added |
| Apollon Wealth Management, LLC | 21,722 | $223.5K | 0.00% | +1,111+5.4% | Added |
| Versant Capital Management, Inc | 21,894 | $225.3K | 0.04% | +18,381+523.2% | Added |
| Graham Capital Management, L.P. | 21,986 | $226.2K | 0.01% | +21,986 | New |
| Riverbridge Partners LLC | 21,991 | $226.3K | 0.00% | +6,628+43.1% | Added |
| GAMMA Investing LLC | 22,095 | $227.4K | 0.02% | +837+3.9% | Added |
| Congress Wealth Management LLC | 22,474 | $229.8K | 0.00% | +22,474 | New |
| Fielder Capital Group LLC | 22,810 | $234.7K | 0.07% | 00.0% | Unchanged |
| American Trust | 22,832 | $234.9K | 0.06% | +22,832 | New |
| Bessemer Group Inc | 22,964 | $237.0K | 0.00% | +663+3.0% | Added |
| Bailard, Inc. | 23,038 | $237.1K | 0.01% | +23,038 | New |
| EP Wealth Advisors, LLC | 23,137 | $238.1K | 0.00% | −189−0.8% | Reduced |
| CWM, LLC | 23,640 | $243.0K | 0.00% | −842−3.4% | Reduced |
| Marcum Wealth, LLC | 23,906 | $246.0K | 0.02% | −808−3.3% | Reduced |
| Seeds Investor LLC | 24,154 | $248.5K | 0.07% | +1,021+4.4% | Added |
| Independent Advisor Alliance | 24,293 | $250.0K | 0.01% | −3,030−11.1% | Reduced |
| Clearstead Advisors, LLC | 24,692 | $254.1K | 0.00% | +220+0.9% | Added |
| Bryn Mawr Trust Co | 24,763 | $254.8K | 0.00% | +1,905+8.3% | Added |
| Coldstream Capital Management Inc | 24,888 | $256.1K | 0.01% | −11,724−32.0% | Reduced |
| Haverford Trust Co | 25,098 | $258.3K | 0.00% | −744−2.9% | Reduced |
| King Luther Capital Management Corp | 25,113 | $258.4K | 0.00% | +6,050+31.7% | Added |
| MN Wealth Advisors, LLC | 25,157 | $258.9K | 0.15% | −365−1.4% | Reduced |
| Highland Capital Management, LLC | 25,180 | $259.1K | 0.02% | −3,501−12.2% | Reduced |
| Oppenheimer & Co Inc | 25,362 | $261.0K | 0.00% | +2,564+11.2% | Added |
| ICONIQ Capital, LLC | 25,375 | $261.1K | 0.00% | +3,769+17.4% | Added |
| Legacy Financial Advisors, Inc. | 25,914 | $266.6K | 0.04% | +2,317+9.8% | Added |
| Beacon Pointe Advisors, LLC | 26,191 | $269.5K | 0.00% | +11,036+72.8% | Added |
| D.A. Davidson & Co. | 26,243 | $270.0K | 0.00% | +113+0.4% | Added |
| Clarius Group, LLC | 26,269 | $270.3K | 0.02% | −32,258−55.1% | Reduced |
| Resonant Capital Advisors, LLC | 27,671 | $284.7K | 0.02% | +6,933+33.4% | Added |
| Equitable Holdings, Inc. | 27,798 | $286.0K | 0.00% | −752−2.6% | Reduced |
| Choate Investment Advisors | 27,801 | $286.1K | 0.01% | −639−2.2% | Reduced |
| Seed Wealth Management, Inc. | 28,730 | $295.6K | 0.24% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 28,795 | $296.0K | 0.01% | −1,870−6.1% | Reduced |
| Lafayette Investments, Inc. | 29,104 | $299.5K | 0.06% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 29,326 | $301.8K | 0.20% | +120.0% | Added |
| Skopos Labs, Inc. | 29,496 | $303.5K | 0.07% | +23,416+385.1% | Added |
| Ballentine Partners, LLC | 29,620 | $304.8K | 0.01% | +2,659+9.9% | Added |
| Allspring Global Investments Holdings, LLC | 30,223 | $306.3K | 0.00% | +1,749+6.1% | Added |
| Dorsey & Whitney Trust CO LLC | 29,990 | $308.6K | 0.02% | −1,037−3.3% | Reduced |
| Caldwell Trust Co | 30,000 | $308.7K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 30,058 | $309.3K | 0.00% | +3,665+13.9% | Added |
| Laird Norton Trust Company, LLC | 30,103 | $309.8K | 0.05% | +8,275+37.9% | Added |
| Ieq Capital, LLC | 30,502 | $313.9K | 0.00% | +2,251+8.0% | Added |
| Legacy Capital Wealth Partners, LLC | 30,614 | $315.0K | 0.08% | −1,448−4.5% | Reduced |
| Forum Financial Management, LP | 30,672 | $315.6K | 0.01% | −33−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 31,560 | $324.8K | 0.00% | +279+0.9% | Added |
| Insigneo Advisory Services, LLC | 31,810 | $327.3K | 0.03% | +193+0.6% | Added |
| Aaron Wealth Advisors | 32,534 | $334.8K | 0.04% | −184−0.6% | Reduced |
| TD Private Client Wealth LLC | 33,051 | $340.1K | 0.01% | +4,588+16.1% | Added |
| Atomi Financial Group, Inc. | 33,764 | $347.4K | 0.02% | −111−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 34,095 | $350.8K | 0.00% | −5,316−13.5% | Reduced |
| Snowden Capital Advisors LLC | 35,462 | $364.9K | 0.01% | −4,599−11.5% | Reduced |
| Bridgefront Capital, LLC | 35,869 | $369.1K | 0.11% | +35,869 | New |
| Martin Investment Management, LLC | 36,720 | $377.8K | 0.10% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 37,289 | $383.7K | 0.00% | −186−0.5% | Reduced |
| Pacer Advisors, Inc. | 37,311 | $383.9K | 0.00% | +3,726+11.1% | Added |
| SBI Securities Co., Ltd. | 37,673 | $387.7K | 0.01% | +658+1.8% | Added |
| Merit Financial Group, LLC | 37,935 | $390.3K | 0.01% | +21,975+137.7% | Added |
| Auxier Asset Management | 38,749 | $398.7K | 0.06% | −285−0.7% | Reduced |
| Fedenia Advisers LLC | 39,532 | $406.8K | 0.26% | −1,680−4.1% | Reduced |
| HighPoint Advisor Group LLC | 41,183 | $423.4K | 0.02% | +3,415+9.0% | Added |
| Yousif Capital Management, LLC | 41,214 | $424.1K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 43,146 | $444.0K | 0.02% | +13,266+44.4% | Added |
| Peapack Gladstone Financial Corp | 43,966 | $452.0K | 0.01% | −619−1.4% | Reduced |
| M&T Bank Corp | 44,153 | $454.8K | 0.00% | +9,658+28.0% | Added |
| Summitry LLC | 44,792 | $460.9K | 0.02% | +3,005+7.2% | Added |
| CAPROCK Group, Inc. | 44,891 | $461.9K | 0.01% | +1,325+3.0% | Added |
| Atria Wealth Solutions, Inc. | 44,897 | $462.0K | 0.01% | −2,971−6.2% | Reduced |
| Stonegate Investment Group, LLC | 45,194 | $465.0K | 0.01% | −1,234−2.7% | Reduced |