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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 3,753 | $38.6K | 0.00% | −387−9.3% | Reduced |
| Rothschild Investment LLC | 3,723 | $38.3K | 0.00% | −862−18.8% | Reduced |
| Toronto Dominion Bank | 3,570 | $37.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,486 | $35.9K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,484 | $35.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,442 | $35.0K | 0.00% | +191+5.9% | Added |
| Ameriflex Group, Inc. | 3,221 | $33.1K | 0.01% | +1,500+87.2% | Added |
| Deutsche Bank AG | 3,126 | $32.2K | 0.00% | +2,276+267.8% | Added |
| Salem Investment Counselors Inc | 3,023 | $31.1K | 0.00% | +612+25.4% | Added |
| Pin Oak Investment Advisors Inc | 2,990 | $31.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,009 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3,000 | $30.9K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,885 | $29.7K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,844 | $29.3K | 0.01% | +2,844 | New |
| City State Bank | 2,798 | $28.8K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 2,775 | $28.6K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,755 | $28.3K | 0.00% | −1,000−26.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,725 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,588 | $26.6K | 0.00% | +1,491+135.9% | Added |
| Key Financial Inc | 2,108 | $21.7K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,000 | $20.6K | 0.00% | −2,000−50.0% | Reduced |
| Graney & King, LLC | 1,968 | $20.3K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,935 | $19.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,849 | $19.0K | 0.00% | +244+15.2% | Added |
| LRI Investments, LLC | 1,845 | $19.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,810 | $18.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,797 | $18.5K | 0.00% | −5,181−74.2% | Reduced |
| Macquarie Group Ltd | 1,713 | $18.0K | 0.00% | +361+26.7% | Added |
| West Branch Capital LLC | 1,714 | $17.6K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 1,683 | $17.3K | 0.00% | −300−15.1% | Reduced |
| Costello Asset Management, INC | 1,636 | $16.8K | 0.01% | +1,636 | New |
| Creative Financial Designs Inc | 1,507 | $15.5K | 0.00% | +533+54.7% | Added |
| Ancora Advisors, LLC | 1,499 | $15.4K | 0.00% | −54−3.5% | Reduced |
| JFS Wealth Advisors, LLC | 1,496 | $15.4K | 0.00% | −27−1.8% | Reduced |
| Coston, McIsaac & Partners | 1,487 | $15.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,484 | $15.0K | 0.00% | +1,484 | New |
| Parkside Financial Bank & Trust | 1,457 | $15.0K | 0.00% | +624+74.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,451 | $14.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,394 | $14.3K | 0.00% | +769+123.0% | Added |
| CoreCap Advisors, LLC | 1,322 | $13.6K | 0.00% | +149+12.7% | Added |
| Golden State Wealth Management, LLC | 1,311 | $13.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,286 | $13.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,285 | $13.2K | 0.00% | −154−10.7% | Reduced |
| Eastern Bank | 1,285 | $13.2K | 0.00% | +700+119.7% | Added |
| Richards, Merrill & Peterson, Inc. | 1,280 | $13.2K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,274 | $13.1K | 0.01% | −1−0.1% | Reduced |
| DT Investment Partners, LLC | 1,250 | $12.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,225 | $12.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,177 | $12.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,662 | $11.8K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 852 | $11.7K | 0.01% | −201−19.1% | Reduced |
| Peoples Bank | 1,100 | $11.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,095 | $11.3K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 1,150 | $11.0K | 0.00% | +1,150 | New |
| Caldwell Sutter Capital, Inc. | 1,062 | $10.9K | 0.01% | −104−8.9% | Reduced |
| TCTC Holdings, LLC | 1,017 | $10.5K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,007 | $10.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,000 | $10.3K | 0.00% | −1,345−57.4% | Reduced |
| Park Circle Co | 1,000 | $10.3K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 972 | $10.0K | 0.00% | −1,384−58.7% | Reduced |
| Valley National Advisers Inc | 997 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 960 | $9.88K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 957 | $9.85K | 0.00% | −825−46.3% | Reduced |
| Laurel Wealth Advisors LLC | 956 | $9.84K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 950 | $9.78K | 0.00% | −666−41.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $9.72K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 933 | $9.60K | 0.00% | −183−16.4% | Reduced |
| Wolff Wiese Magana LLC | 916 | $9.43K | 0.01% | +910+15,166.7% | Added |
| Anderson Financial Strategies, LLC | 882 | $9.08K | 0.01% | +882 | New |
| Archer Investment Corp | 882 | $9.07K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 847 | $8.72K | 0.00% | +48+6.0% | Added |
| Old Point Trust & Financial Services N A | 836 | $8.60K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 804 | $8.27K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 800 | $8.23K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 800 | $8.23K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 798 | $8.21K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 797 | $8.20K | 0.00% | +797 | New |
| North Star Investment Management Corp. | 775 | $7.97K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 751 | $7.73K | 0.00% | +164+27.9% | Added |
| GPS Wealth Strategies Group, LLC | 735 | $7.56K | 0.00% | −32−4.2% | Reduced |
| Center for Financial Planning, Inc. | 732 | $7.53K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 719 | $7.40K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 712 | $7.28K | 0.00% | +58+8.9% | Added |
| Toth Financial Advisory Corp | 705 | $7.25K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 690 | $7.10K | 0.00% | −3,605−83.9% | Reduced |
| Piscataqua Savings Bank | 682 | $7.02K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 681 | $7.01K | 0.00% | −172−20.2% | Reduced |
| Financial Connections Group, Inc. | 841 | $7.00K | 0.00% | +100+13.5% | Added |
| NBC Securities, Inc. | 755 | $7.00K | 0.00% | +755 | New |
| Hanson & Doremus Investment Management | 710 | $7.00K | 0.00% | +710 | New |
| Independence Bank of Kentucky | 680 | $7.00K | 0.00% | −60−8.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 676 | $6.96K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 650 | $6.69K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 650 | $6.69K | 0.00% | +350+116.7% | Added |
| First Command Advisory Services, Inc. | 647 | $6.66K | 0.00% | +224+53.0% | Added |
| Accent Capital Management, LLC | 640 | $6.59K | 0.00% | −510−44.3% | Reduced |
| Cranbrook Wealth Management, LLC | 636 | $6.54K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 641 | $6.51K | 0.00% | +641 | New |