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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 458 | $4.75K | 0.00% | +458 | New |
| Sunbelt Securities, Inc. | 505 | $4.82K | 0.00% | +150+42.3% | Added |
| MCF Advisors LLC | 480 | $4.98K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 508 | $5.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 485 | $5.03K | 0.00% | +267+122.5% | Added |
| Old Point Trust & Financial Services N A | 500 | $5.18K | 0.00% | −336−40.2% | Reduced |
| Optimum Investment Advisors | 500 | $5.18K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 500 | $5.18K | 0.00% | +500 | New |
| Colonial Trust Advisors | 519 | $5.38K | 0.00% | −200−27.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 523 | $5.38K | 0.00% | +523 | New |
| South State Corp. | 520 | $5.39K | 0.00% | +520 | New |
| Bare Financial Services, Inc | 541 | $5.61K | 0.00% | +541 | New |
| First Pacific Financial | 576 | $5.97K | 0.00% | +576 | New |
| Kestra Investment Management, LLC | 599 | $6.16K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 627 | $6.51K | 0.00% | −767−55.0% | Reduced |
| Financial Perspectives, Inc | 628 | $6.51K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $6.60K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 647 | $6.71K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 650 | $6.74K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 650 | $6.74K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 664 | $6.89K | 0.00% | −658−49.8% | Reduced |
| NBC Securities, Inc. | 755 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 741 | $7.00K | 0.00% | −100−11.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 676 | $7.01K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 681 | $7.06K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 682 | $7.07K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 765 | $7.10K | 0.00% | +53+7.4% | Added |
| Harbour Investments, Inc. | 686 | $7.11K | 0.00% | −5,950−89.7% | Reduced |
| Toth Financial Advisory Corp | 705 | $7.31K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 709 | $7.35K | 0.00% | −138−16.3% | Reduced |
| Center for Financial Planning, Inc. | 732 | $7.59K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 751 | $7.79K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 766 | $7.94K | 0.00% | +31+4.2% | Added |
| North Star Investment Management Corp. | 775 | $8.04K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 792 | $8.21K | 0.00% | +385+94.6% | Added |
| Zions Bancorporation, National Association | 797 | $8.27K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 798 | $8.28K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 800 | $8.30K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 800 | $8.30K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 804 | $8.34K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 887 | $9.20K | 0.00% | +5+0.6% | Added |
| Huntington National Bank | 898 | $9.31K | 0.00% | +208+30.1% | Added |
| Wolff Wiese Magana LLC | 916 | $9.50K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 939 | $9.74K | 0.00% | +939 | New |
| Princeton Global Asset Management LLC | 950 | $9.85K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $9.85K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 997 | $10.0K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 989 | $10.3K | 0.00% | +989 | New |
| Key Financial Inc | 1,000 | $10.4K | 0.00% | −1,108−52.6% | Reduced |
| Clean Yield Group | 1,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $10.4K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,007 | $10.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,009 | $10.5K | 0.00% | −53−5.0% | Reduced |
| TCTC Holdings, LLC | 1,017 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,095 | $11.4K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,120 | $11.6K | 0.01% | +268+31.5% | Added |
| Mount Yale Investment Advisors, LLC | 1,128 | $11.7K | 0.00% | +1,128 | New |
| IMG Wealth Management, Inc. | 1,128 | $11.7K | 0.01% | +1,128 | New |
| Roble, Belko & Company, Inc | 1,177 | $12.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,170 | $12.1K | 0.00% | +1,170 | New |
| Caitong International Asset Management Co., Ltd | 1,197 | $12.4K | 0.01% | −11,319−90.4% | Reduced |
| Tortoise Investment Management, LLC | 1,200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,225 | $12.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,662 | $12.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,249 | $13.0K | 0.00% | −258−17.1% | Reduced |
| DT Investment Partners, LLC | 1,250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,285 | $13.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,285 | $13.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,326 | $13.7K | 0.00% | −471−26.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,525 | $14.6K | 0.00% | +1,525 | New |
| JFS Wealth Advisors, LLC | 1,439 | $14.9K | 0.00% | −57−3.8% | Reduced |
| CX Institutional | 1,484 | $15.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,487 | $15.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,451 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,573 | $16.3K | 0.00% | +74+4.9% | Added |
| Atlantic Trust, LLC | 1,593 | $16.5K | 0.00% | +1,593 | New |
| Costello Asset Management, INC | 1,636 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,647 | $17.1K | 0.00% | +361+28.1% | Added |
| NBT Bank N A | 1,683 | $17.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,714 | $17.8K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,765 | $18.0K | 0.00% | +52+3.0% | Added |
| Independence Bank of Kentucky | 1,780 | $18.5K | 0.00% | +1,100+161.8% | Added |
| HM Payson & Co | 1,810 | $18.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,845 | $19.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,873 | $19.4K | 0.00% | +24+1.3% | Added |
| SOA Wealth Advisors, LLC. | 1,935 | $20.1K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 1,990 | $20.6K | 0.01% | +22+1.1% | Added |
| Montag A & Associates Inc | 2,000 | $20.7K | 0.00% | −755−27.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,000 | $20.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,224 | $23.1K | 0.00% | +767+52.6% | Added |
| Hanson & Doremus Investment Management | 2,372 | $25.0K | 0.00% | +1,662+234.1% | Added |
| Salem Investment Counselors Inc | 2,411 | $25.0K | 0.00% | −612−20.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,565 | $26.6K | 0.00% | +2,565 | New |
| Tower Research Capital LLC (TRC) | 2,663 | $27.6K | 0.00% | +2,417+982.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,725 | $28.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,721 | $28.2K | 0.00% | +1,410+107.6% | Added |
| Sierra Ocean, LLC | 2,775 | $28.8K | 0.02% | 00.0% | Unchanged |
| City State Bank | 2,798 | $29.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,885 | $29.9K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,990 | $30.0K | 0.03% | 00.0% | Unchanged |