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