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