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 |
|---|---|---|---|---|---|
| Yoffe Investment Management, LLC | 17,073 | $175.7K | 0.26% | 00.0% | Unchanged |
| Marotta Asset Management | 16,494 | $174.5K | 0.03% | +674+4.3% | Added |
| Cresset Asset Management, LLC | 16,934 | $174.3K | 0.00% | −33,963−66.7% | Reduced |
| GWN Securities Inc. | 16,638 | $172.8K | 0.01% | +16,638 | New |
| Old Port Advisors | 16,791 | $172.8K | 0.05% | −1,116−6.2% | Reduced |
| Sanders Morris Harris LLC | 16,700 | $170.1K | 0.03% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 16,482 | $169.6K | 0.09% | +16,482 | New |
| Concurrent Investment Advisors, LLC | 16,363 | $168.4K | 0.00% | +4,055+32.9% | Added |
| Seven Mile Advisory | 16,250 | $167.2K | 0.11% | −10−0.1% | Reduced |
| First Horizon Advisors, Inc. | 16,247 | $167.2K | 0.00% | −216−1.3% | Reduced |
| Prospect Financial Group LLC | 16,056 | $165.2K | 0.21% | +2,247+16.3% | Added |
| Dimension Capital Management LLC | 16,010 | $164.7K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 15,818 | $162.8K | 0.06% | +72+0.5% | Added |
| Keel Point, LLC | 15,581 | $160.3K | 0.01% | −155−1.0% | Reduced |
| Simplicity Wealth,LLC | 15,482 | $159.3K | 0.01% | +1,135+7.9% | Added |
| Nicholas Hoffman & Company, LLC. | 15,419 | $158.7K | 0.01% | +75+0.5% | Added |
| Transcend Wealth Collective, LLC | 15,394 | $158.4K | 0.01% | +442+3.0% | Added |
| Sage Rhino Capital LLC | 15,227 | $156.7K | 0.04% | +382+2.6% | Added |
| Golden State Equity Partners | 15,221 | $156.6K | 0.03% | −1,412−8.5% | Reduced |
| Checchi Capital Advisers, LLC | 15,196 | $156.4K | 0.01% | +323+2.2% | Added |
| Essex Savings Bank | 15,059 | $155.0K | 0.04% | −226−1.5% | Reduced |
| MAI Capital Management | 14,943 | $153.8K | 0.00% | −6,779−31.2% | Reduced |
| Cardiff Park Advisors, LLC | 14,885 | $153.2K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 14,881 | $153.1K | 0.01% | 00.0% | Unchanged |
| LGT Group Foundation | 14,535 | $149.6K | 0.00% | −16,176−52.7% | Reduced |
| Flagship Harbor Advisors, LLC | 14,465 | $148.8K | 0.01% | +61+0.4% | Added |
| Horizon Kinetics Asset Management LLC | 14,082 | $144.9K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 13,901 | $143.0K | 0.00% | −854−5.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 13,867 | $142.7K | 0.00% | +1,631+13.3% | Added |
| Drive Wealth Management, LLC | 13,842 | $142.4K | 0.03% | −3,356−19.5% | Reduced |
| Endowment Wealth Management, Inc. | 13,672 | $140.7K | 0.09% | +608+4.7% | Added |
| National Bank of Canada | 13,578 | $139.6K | 0.00% | −414−3.0% | Reduced |
| Wrapmanager Inc | 13,447 | $138.4K | 0.04% | +1,666+14.1% | Added |
| Holistic Financial Partners | 13,379 | $137.7K | 0.07% | +1,172+9.6% | Added |
| Country Club Bank | 13,317 | $136.4K | 0.01% | +13,317 | New |
| Thoroughbred Financial Services, LLC | 13,102 | $134.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 13,009 | $133.9K | 0.01% | −931−6.7% | Reduced |
| Rehmann Capital Advisory Group | 13,006 | $133.8K | 0.01% | −911−6.5% | Reduced |
| Gabelli Funds LLC | 13,000 | $133.8K | 0.00% | 00.0% | Unchanged |
| Wright Investors Service Inc | 12,902 | $132.8K | 0.04% | +1,531+13.5% | Added |
| Toroso Investments, LLC | 12,875 | $132.5K | 0.00% | +12,875 | New |
| Umb Bank N A | 12,809 | $131.8K | 0.00% | −405−3.1% | Reduced |
| Integrated Wealth Concepts LLC | 12,751 | $131.2K | 0.00% | −5,493−30.1% | Reduced |
| Farther Finance Advisors, LLC | 12,861 | $130.9K | 0.00% | +1,041+8.8% | Added |
| Ballew Advisors, Inc | 12,859 | $129.4K | 0.09% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 12,516 | $128.8K | 0.10% | +11,758+1,551.2% | Added |
| Portside Wealth Group, LLC | 12,377 | $127.4K | 0.02% | −5,749−31.7% | Reduced |
| Blair William & Co | 12,295 | $126.5K | 0.00% | −26,650−68.4% | Reduced |
| Scotia Capital Inc. | 12,171 | $125.2K | 0.00% | −66,392−84.5% | Reduced |
| PFW Advisors LLC | 12,118 | $124.7K | 0.04% | +1,737+16.7% | Added |
| Abc Arbitrage SA | 12,036 | $123.8K | 0.02% | +12,036 | New |
| Lazard Asset Management LLC | 12,000 | $123.0K | 0.00% | 00.0% | Unchanged |
| Advisor OS, LLC | 11,919 | $122.6K | 0.01% | +11,919 | New |
| May Hill Capital, LLC | 11,836 | $121.8K | 0.05% | +11,836 | New |
| Stratos Wealth Partners, LTD. | 11,807 | $121.5K | 0.00% | −4,202−26.2% | Reduced |
| Hancock Whitney Corp | 11,620 | $119.6K | 0.00% | +11,620 | New |
| Leo Wealth, LLC | 11,516 | $118.5K | 0.02% | +11,516 | New |
| Federation des caisses Desjardins du Quebec | 11,464 | $118.0K | 0.00% | +1,025+9.8% | Added |
| Fiduciary Alliance LLC | 11,136 | $114.6K | 0.01% | −617−5.2% | Reduced |
| Hexagon Capital Partners LLC | 11,131 | $114.5K | 0.02% | +1,538+16.0% | Added |
| Moody National Bank Trust Division | 11,115 | $114.4K | 0.01% | +11,115 | New |
| Sivia Capital Partners, LLC | 11,100 | $114.2K | 0.05% | +411+3.8% | Added |
| Wealth Alliance | 11,090 | $114.1K | 0.01% | −10,284−48.1% | Reduced |
| Sage Mountain Advisors LLC | 10,993 | $113.1K | 0.01% | −243−2.2% | Reduced |
| Atala Financial Inc | 10,871 | $111.9K | 0.08% | 00.0% | Unchanged |
| Park Place Capital Corp | 10,869 | $111.8K | 0.03% | −2,146−16.5% | Reduced |
| Excalibur Management Corp | 10,849 | $111.6K | 0.04% | −10−0.1% | Reduced |
| Hilltop Holdings Inc. | 10,821 | $111.3K | 0.01% | −701−6.1% | Reduced |
| Quadcap Wealth Management, LLC | 10,529 | $108.3K | 0.02% | −1,376−11.6% | Reduced |
| SeaCrest Wealth Management, LLC | 10,392 | $106.9K | 0.01% | −304−2.8% | Reduced |
| D'Orazio & Associates, Inc. | 10,294 | $105.9K | 0.02% | −1,677−14.0% | Reduced |
| Brucke Financial, Inc. | 10,159 | $103.1K | 0.09% | +17+0.2% | Added |
| Corient IA LLC | 10,000 | $102.9K | 0.07% | +10,000 | New |
| Allworth Financial LP | 9,821 | $100.2K | 0.00% | −63−0.6% | Reduced |
| Cromwell Holdings LLC | 9,703 | $99.8K | 0.06% | +2,040+26.6% | Added |
| Lindbrook Capital, LLC | 9,350 | $96.2K | 0.01% | −5−0.1% | Reduced |
| Mather Group, LLC. | 9,036 | $93.0K | 0.00% | +3,413+60.7% | Added |
| Central Trust Co | 8,932 | $91.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7,762 | $79.9K | 0.01% | −1,176−13.2% | Reduced |
| Brown Brothers Harriman & Co | 7,569 | $77.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,305 | $75.2K | 0.04% | +6,934+1,869.0% | Added |
| TD Waterhouse Canada Inc. | 7,299 | $74.2K | 0.00% | +576+8.6% | Added |
| TSFG, LLC | 6,858 | $71.0K | 0.01% | +6,540+2,056.6% | Added |
| Pinnacle Bancorp, Inc. | 6,673 | $68.7K | 0.02% | +351+5.6% | Added |
| Harbour Investments, Inc. | 6,636 | $68.3K | 0.00% | −279−4.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,291 | $64.7K | 0.00% | +3,137+99.5% | Added |
| AdvisorNet Financial, Inc | 6,055 | $62.3K | 0.00% | −166−2.7% | Reduced |
| Whittier Trust Co | 5,867 | $60.4K | 0.00% | −1,153−16.4% | Reduced |
| Cary Street Partners Financial LLC | 5,533 | $56.9K | 0.00% | −13,635−71.1% | Reduced |
| Alpine Bank Wealth Management | 5,485 | $56.4K | 0.01% | +5,485 | New |
| Addison Advisors LLC | 5,476 | $56.3K | 0.02% | +522+10.5% | Added |
| TruNorth Capital Management, LLC | 5,362 | $55.2K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 5,340 | $54.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,873 | $50.1K | 0.00% | −555−10.2% | Reduced |
| Geneos Wealth Management Inc. | 4,846 | $49.9K | 0.00% | +1,203+33.0% | Added |
| Continuum Advisory, LLC | 4,753 | $48.9K | 0.01% | +2,870+152.4% | Added |
| SRS Capital Advisors, Inc. | 4,419 | $45.5K | 0.00% | −633−12.5% | Reduced |
| FIL Ltd | 4,194 | $43.2K | 0.00% | +145+3.6% | Added |
| Washington Trust Advisors, Inc. | 4,147 | $42.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,807 | $39.2K | 0.00% | −4,144−52.1% | Reduced |