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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 208,813 | $2.15M | 0.16% | +2,314+1.1% | Added |
| Silvercrest Asset Management Group LLC | 211,126 | $2.17M | 0.02% | −3,945−1.8% | Reduced |
| MML Investors Services, LLC | 216,075 | $2.22M | 0.01% | −26,528−10.9% | Reduced |
| Commonwealth Equity Services, LLC | 216,967 | $2.23M | 0.00% | +1,363+0.6% | Added |
| Sanctuary Advisors, LLC | 222,656 | $2.29M | 0.02% | −17,223−7.2% | Reduced |
| Keystone Financial Planning, Inc. | 224,919 | $2.31M | 0.69% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 231,841 | $2.39M | 0.00% | +24,373+11.7% | Added |
| Jones Financial Companies LLLP | 235,884 | $2.42M | 0.00% | +73,697+45.4% | Added |
| Keybank National Association | 236,878 | $2.44M | 0.01% | +5,030+2.2% | Added |
| Eagle Global Advisors LLC | 248,000 | $2.55M | 0.11% | +24,000+10.7% | Added |
| Franklin Resources Inc | 250,744 | $2.58M | 0.00% | −2,754−1.1% | Reduced |
| Landscape Capital Management, L.L.C. | 257,560 | $2.65M | 0.24% | +257,560 | New |
| Procyon Private Wealth Partners, LLC | 262,830 | $2.70M | 0.16% | +32,590+14.2% | Added |
| Captrust Financial Advisors | 266,660 | $2.74M | 0.01% | −30,293−10.2% | Reduced |
| RSM US Wealth Management LLC | 273,219 | $2.81M | 0.04% | −35,325−11.4% | Reduced |
| Davenport & Co LLC | 279,796 | $2.88M | 0.02% | −6,408−2.2% | Reduced |
| Brinker Capital Investments, LLC | 298,043 | $3.07M | 0.03% | −81,131−21.4% | Reduced |
| Orion Portfolio Solutions, LLC | 298,043 | $3.07M | 0.03% | −81,131−21.4% | Reduced |
| Fifth Third Bancorp | 307,192 | $3.16M | 0.01% | +3,643+1.2% | Added |
| Pitcairn Co | 312,953 | $3.22M | 0.19% | +37,105+13.5% | Added |
| Manning & Napier Advisors LLC | 323,256 | $3.33M | 0.04% | −7,797−2.4% | Reduced |
| State Street Corp | 325,569 | $3.35M | 0.00% | −46,510−12.5% | Reduced |
| HighTower Advisors, LLC | 341,182 | $3.51M | 0.00% | −21,503−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 342,213 | $3.52M | 0.00% | +76,469+28.8% | Added |
| Mercer Global Advisors Inc | 380,996 | $3.92M | 0.01% | +114,115+42.8% | Added |
| Fisher Asset Management, LLC | 386,874 | $3.98M | 0.00% | −52,121−11.9% | Reduced |
| Creative Planning | 390,600 | $4.02M | 0.00% | +31,596+8.8% | Added |
| WCM Investment Management, LLC | 422,487 | $4.33M | 0.01% | +108,775+34.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 428,614 | $4.41M | 0.36% | +390,045+1,011.3% | Added |
| Schonfeld Strategic Advisors LLC | 446,327 | $4.59M | 0.03% | +308,675+224.2% | Added |
| QRG Capital Management, Inc. | 451,968 | $4.65M | 0.05% | +125,612+38.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 454,182 | $4.67M | 0.01% | +61,773+15.7% | Added |
| Synovus Financial Corp | 474,011 | $4.88M | 0.06% | +317,544+202.9% | Added |
| O'Shaughnessy Asset Management, LLC | 478,565 | $4.92M | 0.04% | +124,129+35.0% | Added |
| Dimensional Fund Advisors LP | 489,336 | $5.04M | 0.00% | −265,028−35.1% | Reduced |
| Crossmark Global Holdings, Inc. | 500,106 | $5.15M | 0.09% | +676+0.1% | Added |
| Truist Financial Corp | 517,365 | $5.32M | 0.01% | −43,755−7.8% | Reduced |
| Balyasny Asset Management LLC | 528,077 | $5.43M | 0.01% | +260,210+97.1% | Added |
| Cerity Partners LLC | 562,785 | $5.79M | 0.01% | −21,379−3.7% | Reduced |
| Hantz Financial Services, Inc. | 603,958 | $6.21M | 0.11% | −988−0.2% | Reduced |
| Welch & Forbes LLC | 644,201 | $6.63M | 0.09% | −480−0.1% | Reduced |
| Mariner, LLC | 664,144 | $6.83M | 0.01% | −31,262−4.5% | Reduced |
| GAM Holding AG | 666,312 | $6.86M | 0.53% | −125,790−15.9% | Reduced |
| Oppenheimer Asset Management Inc. | 672,407 | $6.92M | 0.09% | −66,937−9.1% | Reduced |
| Quantinno Capital Management LP | 683,842 | $7.04M | 0.05% | +106,324+18.4% | Added |
| SEI Investments Co | 700,931 | $7.21M | 0.01% | −59,910−7.9% | Reduced |
| Jarislowsky, Fraser Ltd | 705,398 | $7.26M | 0.05% | +8,290+1.2% | Added |
| US Bancorp | 709,817 | $7.30M | 0.01% | −24,998−3.4% | Reduced |
| American Century Companies Inc | 750,654 | $7.72M | 0.00% | +30,764+4.3% | Added |
| Citigroup Inc | 868,948 | $8.94M | 0.01% | −182,603−17.4% | Reduced |
| Janney Montgomery Scott LLC | 889,394 | $9.15M | 0.03% | +38,831+4.6% | Added |
| D. E. Shaw & Co., Inc. | 913,214 | $9.40M | 0.01% | +846,756+1,274.1% | Added |
| Russell Investments Group, Ltd. | 1,003,478 | $10.3M | 0.01% | +8,237+0.8% | Added |
| Neuberger Berman Group LLC | 1,047,009 | $10.8M | 0.01% | +87,116+9.1% | Added |
| Heathbridge Capital Management Ltd. | 1,084,800 | $11.2M | 4.53% | −24,500−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,179,287 | $12.1M | 0.01% | −619,718−34.4% | Reduced |
| Renaissance Technologies LLC | 1,239,699 | $12.8M | 0.02% | +626,600+102.2% | Added |
| LPL Financial LLC | 1,256,449 | $12.9M | 0.01% | +95,990+8.3% | Added |
| Qube Research & Technologies Ltd | 1,324,718 | $13.6M | 0.02% | +5,980+0.5% | Added |
| Invesco Ltd. | 1,346,966 | $13.9M | 0.00% | −275,550−17.0% | Reduced |
| Cambiar Investors LLC | 1,361,608 | $14.0M | 0.59% | −70,900−4.9% | Reduced |
| Cubist Systematic Strategies, LLC | 1,447,922 | $14.9M | 0.20% | +1,026,291+243.4% | Added |
| Verition Fund Management LLC | 1,673,213 | $17.2M | 0.10% | +1,496,866+848.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,772,748 | $18.2M | 0.04% | +2,811+0.2% | Added |
| Natixis Advisors, L.P. | 1,917,548 | $19.7M | 0.04% | +390,156+25.5% | Added |
| Stifel Financial Corp | 1,962,820 | $20.2M | 0.02% | −70,478−3.5% | Reduced |
| Clark Estates Inc | 2,000,000 | $20.6M | 4.36% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 2,052,189 | $21.1M | 0.00% | −18,828−0.9% | Reduced |
| Jane Street Group, LLC | 2,155,716 | $22.2M | 0.04% | +1,947,050+933.1% | Added |
| Bank of Montreal | 2,209,143 | $22.7M | 0.01% | +1,504,386+213.5% | Added |
| First Eagle Investment Management, LLC | 2,488,938 | $25.6M | 0.05% | +384,649+18.3% | Added |
| Arrowstreet Capital, Limited Partnership | 2,516,012 | $25.9M | 0.02% | +1,580,752+169.0% | Added |
| Royal Bank of Canada | 2,775,678 | $28.6M | 0.01% | +42,063+1.5% | Added |
| Bain Capital Public Equity Management II, LLC | 3,093,270 | $31.8M | 2.52% | +249,260+8.8% | Added |
| Wells Fargo & Company | 3,228,788 | $33.2M | 0.01% | −27,985−0.9% | Reduced |
| Van Eck Associates Corp | 3,612,443 | $37.2M | 0.05% | +103,043+2.9% | Added |
| BlackRock, Inc. | 4,124,159 | $42.4M | 0.00% | +465,606+12.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,171,756 | $42.9M | 0.14% | +405,892+10.8% | Added |
| Millennium Management LLC | 4,216,504 | $43.4M | 0.04% | +3,687,613+697.2% | Added |
| Raymond James Financial Inc | 4,285,893 | $44.1M | 0.02% | −136,866−3.1% | Reduced |
| Northern Trust Corp | 5,098,844 | $52.5M | 0.01% | −313,698−5.8% | Reduced |
| Voloridge Investment Management, LLC | 5,434,505 | $55.9M | 0.21% | +4,858,136+842.9% | Added |
| Bank of America Corp | 5,714,212 | $58.8M | 0.01% | +192,355+3.5% | Added |
| Nuveen, LLC | 5,721,131 | $58.9M | 0.02% | +5,721,131 | New |
| Citadel Advisors LLC | 5,979,855 | $61.5M | 0.06% | −125,738−2.1% | Reduced |
| Goldman Sachs Group Inc | 6,100,744 | $62.8M | 0.01% | −170,249−2.7% | Reduced |
| Point72 Asset Management, L.P. | 6,603,290 | $67.9M | 0.19% | +1,874,793+39.6% | Added |
| Envestnet Asset Management Inc | 7,380,373 | $75.9M | 0.02% | −249,934−3.3% | Reduced |
| JPMorgan Chase & Co | 7,601,873 | $78.2M | 0.01% | +1,586,970+26.4% | Added |
| Altshuler Shaham Ltd | 7,938,977 | $81.7M | 1.98% | +7,800,000+5,612.4% | Added |
| Aristotle Capital Management, LLC | 8,436,462 | $86.8M | 0.17% | −314,110−3.6% | Reduced |
| Douglas Lane & Associates, LLC | 8,609,093 | $88.6M | 1.31% | −15,056−0.2% | Reduced |
| Morgan Stanley | 10,279,456 | $105.8M | 0.01% | +387,835+3.9% | Added |
| Sculptor Capital LP | 10,849,868 | $111.6M | 2.50% | +1,962,770+22.1% | Added |
| UBS Group AG | 14,360,899 | $147.8M | 0.03% | +7,632,013+113.4% | Added |
| Wellington Management Group LLP | 18,700,480 | $192.4M | 0.04% | +3,372,155+22.0% | Added |
| Harding Loevner LP | 23,071,921 | $237.5M | 1.82% | −1,054,421−4.4% | Reduced |
| Clearbridge Investments, LLC | 32,594,931 | $335.4M | 0.29% | −208,312−0.6% | Reduced |
| FMR LLC | 111,456,487 | $1.15B | 0.07% | +2,628,673+2.4% | Added |
| Dodge & Cox | 169,150,936 | $1.74B | 0.99% | −9,593,990−5.4% | Reduced |