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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 628 | $6.46K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 625 | $6.43K | 0.00% | +625 | New |
| Kestra Investment Management, LLC | 599 | $6.16K | 0.00% | +599 | New |
| Kozak & Associates, Inc. | 589 | $5.96K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 517 | $5.32K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $5.14K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 508 | $5.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 480 | $4.94K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 455 | $4.68K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 454 | $4.67K | 0.00% | −923−67.0% | Reduced |
| Centricity Wealth Management, LLC | 445 | $4.58K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 425 | $4.37K | 0.00% | +425 | New |
| Provenance Wealth Advisors, LLC | 417 | $4.29K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 407 | $4.18K | 0.00% | −2,338−85.2% | Reduced |
| Anchor Investment Management, LLC | 400 | $4.12K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 400 | $4.12K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $4.12K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 396 | $4.08K | 0.00% | +40+11.2% | Added |
| Brown, Lisle/Cummings, Inc. | 393 | $4.04K | 0.00% | +93+31.0% | Added |
| GHP Investment Advisors, Inc. | 375 | $3.86K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 375 | $3.86K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 373 | $3.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 368 | $3.79K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 361 | $3.71K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 355 | $3.65K | 0.00% | −150−29.7% | Reduced |
| Webster Bank, N. A. | 348 | $3.58K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 338 | $3.48K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 326 | $3.35K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 318 | $3.28K | 0.00% | −70−18.0% | Reduced |
| Private Wealth Asset Management, LLC | 309 | $3.18K | 0.00% | +309 | New |
| Motco | 308 | $3.17K | 0.00% | +308 | New |
| Carolinas Wealth Consulting LLC | 304 | $3.13K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 300 | $3.09K | 0.00% | +300 | New |
| CGC Financial Services, LLC | 293 | $3.01K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 264 | $3.00K | 0.00% | −650−71.1% | Reduced |
| Capital Analysts, LLC | 245 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 291 | $2.99K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 285 | $2.90K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 283 | $2.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 271 | $2.79K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 271 | $2.79K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 247 | $2.63K | 0.00% | +247 | New |
| Tower Research Capital LLC (TRC) | 246 | $2.53K | 0.00% | −7,547−96.8% | Reduced |
| Union Bancaire Privee, UBP SA | 229 | $2.35K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 223 | $2.29K | 0.00% | +223 | New |
| ORG Partners LLC | 221 | $2.25K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 218 | $2.24K | 0.00% | +84+62.7% | Added |
| Stephens Consulting, LLC | 215 | $2.21K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 210 | $2.16K | 0.00% | +102+94.4% | Added |
| Chesapeake Asset Management LLC | 190 | $1.96K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 188 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 163 | $1.68K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 159 | $1.64K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 144 | $1.48K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 138 | $1.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 135 | $1.39K | 0.00% | +135 | New |
| Beaird Harris Wealth Management, LLC | 130 | $1.34K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 128 | $1.32K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 126 | $1.30K | 0.00% | −4−3.1% | Reduced |
| CVA Family Office, LLC | 125 | $1.29K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 123 | $1.27K | 0.00% | −5−3.9% | Reduced |
| True Wealth Design, LLC | 113 | $1.16K | 0.00% | −6−5.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 113 | $1.16K | 0.00% | +113 | New |
| Retirement Wealth Solutions LLC | 101 | $1.04K | 0.00% | −107−51.4% | Reduced |
| Logan Capital Management Inc | 101 | $1.04K | 0.00% | −13,900−99.3% | Reduced |
| Transce3nd, LLC | 101 | $1.04K | 0.00% | −120−54.3% | Reduced |
| Minot DeBlois Advisors LLC | 100 | $1.03K | 0.00% | −283−73.9% | Reduced |
| Washington Trust Co | 100 | $1.03K | 0.00% | −50−33.3% | Reduced |
| Peoples Financial Services Corp. | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 92 | $947 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 85 | $875 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 80 | $823 | 0.00% | +80 | New |
| IMA Wealth, Inc. | 78 | $802 | 0.00% | +78 | New |
| Centennial Bank | 71 | $731 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 70 | $720 | 0.00% | −315−81.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 64 | $659 | 0.00% | +64 | New |
| Abound Wealth Management | 52 | $536 | 0.00% | −24−31.6% | Reduced |
| Concord Wealth Partners | 50 | $515 | 0.00% | +50 | New |
| Prudent Man Investment Management, Inc. | 50 | $477 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 41 | $422 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 40 | $412 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 41 | $392 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $319 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 30 | $309 | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 25 | $257 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 25 | $239 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 21 | $216 | 0.00% | +21 | New |
| Park Square Financial Group, LLC | 17 | $175 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $134 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 7 | $72 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 3 | $31 | 0.00% | 00.0% | Unchanged |
| Natixis | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 58 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $0 | 0.00% | +100 | New |