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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 48,795 | $466.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 45,744 | $470.7K | 0.00% | +221+0.5% | Added |
| Ritholtz Wealth Management | 46,014 | $473.5K | 0.01% | −13,200−22.3% | Reduced |
| Callan Capital, LLC | 46,047 | $473.8K | 0.04% | +9,781+27.0% | Added |
| BNP Paribas Arbitrage, SA | 46,184 | $475.2K | 0.00% | +45,739+10,278.4% | Added |
| Private Advisor Group, LLC | 46,328 | $476.7K | 0.00% | −5,396−10.4% | Reduced |
| Cardinal Capital Management | 46,446 | $477.9K | 0.07% | −96−0.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 47,046 | $480.8K | 0.01% | −15,491−24.8% | Reduced |
| Future Fund LLC | 47,625 | $490.1K | 0.63% | +47,625 | New |
| Alliancebernstein L.P. | 48,122 | $495.2K | 0.00% | −3,556−6.9% | Reduced |
| Aigen Investment Management, LP | 49,344 | $507.8K | 0.08% | +49,344 | New |
| WealthTrust Axiom LLC | 49,347 | $507.8K | 0.15% | −5,193−9.5% | Reduced |
| Principal Street Partners, LLC | 49,467 | $509.0K | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 49,886 | $513.3K | 0.00% | −1,005−2.0% | Reduced |
| Glenmede Trust Co NA | 51,449 | $529.4K | 0.00% | −1,317−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 51,771 | $533.0K | 0.00% | −5,652−9.8% | Reduced |
| Evergreen Capital Management LLC | 51,939 | $534.5K | 0.02% | +12,540+31.8% | Added |
| Central Pacific Bank - Trust Division | 53,240 | $547.8K | 0.08% | −2,512−4.5% | Reduced |
| Kestra Advisory Services, LLC | 53,752 | $553.1K | 0.00% | −2,443−4.3% | Reduced |
| Tempus Wealth Planning, LLC | 53,797 | $553.6K | 0.17% | −2,886−5.1% | Reduced |
| Ronald Blue Trust, Inc. | 55,003 | $566.0K | 0.01% | +4,758+9.5% | Added |
| Profund Advisors LLC | 55,009 | $566.0K | 0.02% | +19,195+53.6% | Added |
| Ascent Group, LLC | 55,268 | $568.7K | 0.02% | +55,268 | New |
| Aspen Grove Capital, LLC | 55,987 | $576.1K | 0.11% | 00.0% | Unchanged |
| Rhumbline Advisers | 57,527 | $591.9K | 0.00% | +3,625+6.7% | Added |
| GWM Advisors LLC | 58,002 | $596.8K | 0.00% | −2,947−4.8% | Reduced |
| Guggenheim Capital LLC | 58,329 | $600.2K | 0.01% | −9,029−13.4% | Reduced |
| Axxcess Wealth Management, LLC | 60,199 | $619.4K | 0.02% | −6,123−9.2% | Reduced |
| Schechter Investment Advisors, LLC | 60,817 | $625.8K | 0.05% | −1,353−2.2% | Reduced |
| Fiduciary Trust Co | 61,931 | $637.3K | 0.01% | +14,412+30.3% | Added |
| Lester Murray Antman dba SimplyRich | 62,533 | $643.0K | 0.19% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 62,572 | $643.9K | 0.00% | −14,358−18.7% | Reduced |
| NewEdge Wealth, LLC | 63,773 | $656.2K | 0.01% | −1,217−1.9% | Reduced |
| Mane Global Capital Management LP | 64,024 | $658.8K | 0.05% | +64,024 | New |
| Kathmere Capital Management, LLC | 66,070 | $679.9K | 0.06% | +18,971+40.3% | Added |
| AIMZ Investment Advisors, LLC | 66,252 | $681.7K | 0.24% | −4,300−6.1% | Reduced |
| We Are One Seven, LLC | 67,542 | $695.0K | 0.03% | −14,416−17.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 67,595 | $695.6K | 0.27% | +211+0.3% | Added |
| Legacy Wealth Asset Management, LLC | 67,871 | $698.4K | 0.19% | −367−0.5% | Reduced |
| Eqis Capital Management, Inc. | 68,175 | $701.5K | 0.06% | −2,177−3.1% | Reduced |
| Baird Financial Group, Inc. | 69,350 | $713.6K | 0.00% | +50,328+264.6% | Added |
| Syon Capital LLC | 69,573 | $715.9K | 0.06% | +2,436+3.6% | Added |
| Marks Group Wealth Management, Inc | 71,219 | $732.8K | 0.07% | −22,388−23.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 72,374 | $744.7K | 0.05% | +72,374 | New |
| Colony Group, LLC | 73,106 | $752.3K | 0.00% | +1,178+1.6% | Added |
| Principal Securities, Inc. | 78,883 | $752.5K | 0.02% | +50.0% | Added |
| Wallace Capital Management Inc. | 73,288 | $754.1K | 0.10% | −2,360−3.1% | Reduced |
| Arkadios Wealth Advisors | 75,286 | $774.7K | 0.03% | −547−0.7% | Reduced |
| Brown Advisory Inc | 76,633 | $788.6K | 0.00% | −822−1.1% | Reduced |
| Benjamin Edwards Inc | 78,751 | $810.3K | 0.01% | −5,709−6.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 79,868 | $821.8K | 0.61% | +9,825+14.0% | Added |
| Tweedy, Browne Co LLC | 81,419 | $837.8K | 0.07% | −4,090−4.8% | Reduced |
| Cohen Klingenstein LLC | 81,613 | $839.8K | 0.03% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 81,673 | $840.4K | 0.01% | +838+1.0% | Added |
| Heritage Family Offices, LLP | 81,912 | $842.9K | 0.43% | −9,402−10.3% | Reduced |
| Sequoia Financial Advisors, LLC | 85,411 | $875.2K | 0.01% | −279−0.3% | Reduced |
| Natural Investments, LLC | 88,095 | $906.0K | 0.26% | −50.0% | Reduced |
| One Wealth Advisors, LLC | 90,434 | $930.6K | 0.14% | +8,430+10.3% | Added |
| HB Wealth Management, LLC | 91,594 | $942.5K | 0.01% | +27,192+42.2% | Added |
| Euro Pacific Asset Management, LLC | 93,019 | $953.0K | 0.17% | −768−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 93,330 | $960.4K | 0.00% | −1,936−2.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 94,129 | $968.6K | 0.00% | −85,767−47.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 94,748 | $975.0K | 0.00% | +14,935+18.7% | Added |
| Stephens Inc | 94,777 | $975.3K | 0.01% | −5,160−5.2% | Reduced |
| AQR Capital Management LLC | 96,323 | $991.2K | 0.00% | +17,720+22.5% | Added |
| Calamos Advisors LLC | 98,037 | $1.01M | 0.00% | +388+0.4% | Added |
| Advisor Group Holdings, Inc. | 99,362 | $1.02M | 0.00% | −65,713−39.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 99,997 | $1.03M | 0.03% | +37,577+60.2% | Added |
| Canal Insurance CO | 100,000 | $1.03M | 0.24% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $1.03M | 0.09% | 00.0% | Unchanged |
| Banco Santander, S.A. | 100,100 | $1.03M | 0.01% | −9,140−8.4% | Reduced |
| FORA Capital, LLC | 101,898 | $1.05M | 0.11% | +89,493+721.4% | Added |
| Ethic Inc. | 103,187 | $1.05M | 0.02% | −31,324−23.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 104,159 | $1.07M | 0.03% | +3,565+3.5% | Added |
| CI Private Wealth, LLC | 107,049 | $1.10M | 0.00% | −15,493−12.6% | Reduced |
| Capital Fund Management S.A. | 108,828 | $1.12M | 0.01% | +54,407+100.0% | Added |
| Two Sigma Investments, LP | 115,637 | $1.19M | 0.00% | −86,855−42.9% | Reduced |
| ExodusPoint Capital Management, LP | 120,880 | $1.24M | 0.02% | +120,880 | New |
| Ameriprise Financial Inc | 125,621 | $1.29M | 0.00% | +5,499+4.6% | Added |
| Pathstone Holdings, LLC | 128,951 | $1.33M | 0.01% | −7,410−5.4% | Reduced |
| 1832 Asset Management L.P. | 131,590 | $1.35M | 0.00% | −7,437−5.3% | Reduced |
| First Trust Advisors LP | 131,843 | $1.36M | 0.00% | +77,666+143.4% | Added |
| Founders Financial Securities LLC | 135,812 | $1.39M | 0.12% | +16,024+13.4% | Added |
| Signaturefd, LLC | 139,135 | $1.43M | 0.03% | +4,040+3.0% | Added |
| Sterling Capital Management LLC | 154,218 | $1.59M | 0.02% | +13,624+9.7% | Added |
| Atria Investments LLC | 156,664 | $1.61M | 0.02% | −10,902−6.5% | Reduced |
| Squarepoint Ops LLC | 162,858 | $1.68M | 0.00% | +162,858 | New |
| Cetera Investment Advisers | 164,390 | $1.69M | 0.00% | +24,876+17.8% | Added |
| Regions Financial Corp | 166,250 | $1.71M | 0.01% | −629−0.4% | Reduced |
| Entropy Technologies, LP | 168,644 | $1.74M | 0.17% | +88,843+111.3% | Added |
| Quadrant Capital Group LLC | 169,930 | $1.75M | 0.06% | +121,101+248.0% | Added |
| Acadian Asset Management LLC | 171,950 | $1.77M | 0.00% | +171,950 | New |
| Vident Advisory, LLC | 173,249 | $1.78M | 0.03% | +106,183+158.3% | Added |
| Bain Capital Public Equity, LP | 179,676 | $1.85M | 2.03% | −5,606−3.0% | Reduced |
| Kahn Brothers Group Inc | 184,309 | $1.90M | 0.38% | −18,724−9.2% | Reduced |
| TownSquare Capital, LLC | 198,266 | $2.04M | 0.02% | −42,686−17.7% | Reduced |
| XTX Topco Ltd | 199,348 | $2.05M | 0.11% | +49,897+33.4% | Added |
| Exencial Wealth Advisors, LLC | 202,783 | $2.09M | 0.08% | −845,384−80.7% | Reduced |
| JustInvest LLC | 207,606 | $2.14M | 0.03% | +22,532+12.2% | Added |
| Northwestern Mutual Wealth Management Co | 207,843 | $2.14M | 0.00% | +189,027+1,004.6% | Added |