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, Q2 2025
Institutional positions in Haleon plc as of Jun 30, 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
- 627
- +36 vs. Q1 2025
- Shares held
- 576.5M
- +7.33M (+1.3%) vs. Q1 2025
- Total value
- $5.98B
- +$121.5M (+2.1%) vs. Q1 2025
- New holders
- 84
- 218 more added
- Sold out
- 48
- 175 more reduced
9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 92 | $0 | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 58 | $0 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1 | $6 | 0.00% | −588−99.8% | Reduced |
| Natixis | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $10 | 0.00% | +1 | New |
| Morse Asset Management, Inc | 3 | $31 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 7 | $73 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $135 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 17 | $176 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 20 | $189 | 0.00% | +20 | New |
| Blume Capital Management, Inc. | 19 | $198 | 0.00% | +19 | New |
| Traub Capital Management LLC | 20 | $207 | 0.00% | +20 | New |
| Creative Capital Management Investments LLC | 25 | $259 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 25 | $259 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $270 | 0.00% | −428−94.3% | Reduced |
| Abound Wealth Management | 26 | $270 | 0.00% | −26−50.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 30 | $311 | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $321 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 40 | $382 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 41 | $425 | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 50 | $477 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 49 | $509 | 0.00% | +49 | New |
| Concord Wealth Partners | 50 | $519 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 59 | $612 | 0.00% | −100−62.9% | Reduced |
| WPG Advisers, LLC | 70 | $726 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 71 | $736 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 78 | $809 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 78 | $809 | 0.00% | +78 | New |
| Manchester Capital Management LLC | 81 | $840 | 0.00% | +81 | New |
| Hoey Investments, Inc | 85 | $882 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 95 | $985 | 0.00% | +95 | New |
| Avion Wealth | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $1.04K | 0.00% | +100 | New |
| Logan Capital Management Inc | 101 | $1.05K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 101 | $1.05K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 110 | $1.14K | 0.00% | −175−61.4% | Reduced |
| GFG Capital, LLC | 112 | $1.16K | 0.00% | +112 | New |
| Nalls Sherbakoff Group, LLC | 113 | $1.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 113 | $1.17K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 116 | $1.20K | 0.00% | +116 | New |
| Creekmur Asset Management LLC | 123 | $1.28K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 123 | $1.28K | 0.00% | +123 | New |
| Kiker Wealth Management, LLC | 125 | $1.30K | 0.00% | −500−80.0% | Reduced |
| CVA Family Office, LLC | 125 | $1.30K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 126 | $1.31K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 128 | $1.33K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 133 | $1.38K | 0.00% | +133 | New |
| Highline Wealth Partners LLC | 135 | $1.40K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 137 | $1.42K | 0.00% | +137 | New |
| FWL Investment Management, LLC | 138 | $1.43K | 0.00% | +138 | New |
| Pacific Center for Financial Services | 144 | $1.49K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 150 | $1.56K | 0.00% | −490−76.6% | Reduced |
| Bank & Trust Co | 163 | $1.69K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 172 | $1.78K | 0.00% | +172 | New |
| Pacifica Partners Inc. | 175 | $1.82K | 0.00% | +175 | New |
| Chesapeake Asset Management LLC | 190 | $1.97K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 200 | $2.07K | 0.00% | +200 | New |
| YANKCOM Partnership | 210 | $2.18K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 215 | $2.23K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 221 | $2.27K | 0.00% | +33+17.6% | Added |
| ORG Partners LLC | 221 | $2.29K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 229 | $2.38K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 271 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 271 | $2.81K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 282 | $2.92K | 0.00% | +152+116.9% | Added |
| Bullock Wealth Management Group | 283 | $2.93K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 248 | $3.00K | 0.00% | +3+1.2% | Added |
| Truvestments Capital LLC | 291 | $3.02K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 293 | $3.04K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $3.11K | 0.00% | −117−28.1% | Reduced |
| Nisa Investment Advisors, LLC | 300 | $3.11K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $3.11K | 0.00% | +300 | New |
| Private Wealth Asset Management, LLC | 309 | $3.20K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 318 | $3.30K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 326 | $3.38K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 340 | $3.52K | 0.00% | +2+0.6% | Added |
| TD Capital Management LLC | 342 | $3.54K | 0.00% | +204+147.8% | Added |
| Webster Bank, N. A. | 348 | $3.61K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 361 | $3.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 368 | $3.82K | 0.00% | 00.0% | Unchanged |
| Motco | 408 | $3.85K | 0.00% | +100+32.5% | Added |
| Plante Moran Financial Advisors, LLC | 373 | $3.87K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 375 | $3.89K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,889 | $3.89K | 0.00% | +3,514+937.1% | Added |
| Brown, Lisle/Cummings, Inc. | 393 | $4.08K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 396 | $4.11K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 400 | $4.15K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 400 | $4.15K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $4.15K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 425 | $4.41K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 429 | $4.45K | 0.00% | −531−55.3% | Reduced |
| Centricity Wealth Management, LLC | 450 | $4.67K | 0.00% | +5+1.1% | Added |