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 |
|---|---|---|---|---|---|
| Ameriflex Group, Inc. | 2,900 | $30.2K | 0.02% | −321−10.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,938 | $30.5K | 0.00% | +350+13.5% | Added |
| Ransom Advisory, Ltd | 3,000 | $31.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,009 | $31.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,181 | $33.0K | 0.00% | +55+1.8% | Added |
| Opal Wealth Advisors, LLC | 3,222 | $33.4K | 0.01% | +378+13.3% | Added |
| Hilltop National Bank | 3,229 | $33.5K | 0.01% | +3,229 | New |
| Smithfield Trust Co | 3,484 | $35.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,429 | $35.6K | 0.00% | +3,429 | New |
| GW&K Investment Management, LLC | 3,506 | $36.0K | 0.00% | +64+1.9% | Added |
| Barrett & Company, Inc. | 3,495 | $36.2K | 0.01% | +9+0.3% | Added |
| Toronto Dominion Bank | 3,570 | $37.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3,575 | $37.1K | 0.00% | +3,575 | New |
| Rothschild Investment LLC | 3,609 | $37.4K | 0.00% | −114−3.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,612 | $37.5K | 0.02% | +3,612 | New |
| Gitterman Wealth Management, LLC | 3,796 | $39.4K | 0.01% | +3,796 | New |
| Spire Wealth Management | 3,820 | $39.6K | 0.00% | +67+1.8% | Added |
| Hollencrest Capital Management | 3,966 | $41.1K | 0.00% | −907−18.6% | Reduced |
| Larson Financial Group LLC | 4,015 | $41.6K | 0.00% | +3,082+330.3% | Added |
| IFP Advisors, Inc | 4,078 | $42.3K | 0.00% | +271+7.1% | Added |
| Washington Trust Advisors, Inc. | 4,227 | $43.8K | 0.00% | +80+1.9% | Added |
| Assetmark, Inc | 4,464 | $46.3K | 0.00% | −14,923−77.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,471 | $46.4K | 0.01% | +4,471 | New |
| GeoWealth Management, LLC | 4,492 | $46.6K | 0.00% | +4,492 | New |
| FIL Ltd | 4,581 | $47.5K | 0.00% | +387+9.2% | Added |
| Geneos Wealth Management Inc. | 4,641 | $48.1K | 0.00% | −205−4.2% | Reduced |
| Hemington Wealth Management | 5,340 | $55.0K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 5,362 | $55.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 5,867 | $60.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,386 | $61.2K | 0.00% | −33−0.7% | Reduced |
| Addison Advisors LLC | 5,931 | $61.5K | 0.02% | +455+8.3% | Added |
| AdvisorNet Financial, Inc | 6,082 | $63.1K | 0.00% | +27+0.4% | Added |
| Cary Street Partners Financial LLC | 6,646 | $68.9K | 0.00% | +1,113+20.1% | Added |
| Cullen/Frost Bankers, Inc. | 6,746 | $70.0K | 0.00% | +455+7.2% | Added |
| TSFG, LLC | 6,858 | $71.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,062 | $73.2K | 0.04% | −243−3.3% | Reduced |
| TD Waterhouse Canada Inc. | 7,133 | $73.8K | 0.00% | −166−2.3% | Reduced |
| Pinnacle Bancorp, Inc. | 7,427 | $77.0K | 0.02% | +754+11.3% | Added |
| CIBC Private Wealth Group, LLC | 8,133 | $84.3K | 0.00% | −12,252−60.1% | Reduced |
| Private Trust Co NA | 8,794 | $91.2K | 0.01% | +1,032+13.3% | Added |
| Central Trust Co | 8,932 | $92.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9,081 | $94.2K | 0.00% | −3,780−29.4% | Reduced |
| Brown Brothers Harriman & Co | 9,208 | $95.5K | 0.00% | +1,639+21.7% | Added |
| Cromwell Holdings LLC | 9,703 | $100.6K | 0.06% | 00.0% | Unchanged |
| Corient IA LLC | 10,000 | $103.7K | 0.06% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 10,013 | $103.8K | 0.01% | +10,013 | New |
| Ameritas Advisory Services, LLC | 10,246 | $106.3K | 0.01% | −8,279−44.7% | Reduced |
| SeaCrest Wealth Management, LLC | 10,329 | $107.1K | 0.01% | −63−0.6% | Reduced |
| TownSquare Capital, LLC | 10,552 | $109.4K | 0.01% | −187,714−94.7% | Reduced |
| Sage Mountain Advisors LLC | 10,585 | $109.8K | 0.01% | −408−3.7% | Reduced |
| Advisor OS, LLC | 10,633 | $110.3K | 0.01% | −1,286−10.8% | Reduced |
| Hexagon Capital Partners LLC | 10,758 | $111.6K | 0.02% | −373−3.4% | Reduced |
| Brucke Financial, Inc. | 10,846 | $112.5K | 0.08% | +687+6.8% | Added |
| Excalibur Management Corp | 10,847 | $112.5K | 0.04% | −20.0% | Reduced |
| Park Place Capital Corp | 10,869 | $112.5K | 0.03% | 00.0% | Unchanged |
| Gibbs Wealth Management | 10,852 | $112.5K | 0.02% | +10,852 | New |
| Atala Financial Inc | 10,871 | $112.7K | 0.08% | 00.0% | Unchanged |
| Simplex Trading, LLC | 10,913 | $113.0K | 0.00% | +10,913 | New |
| Sivia Capital Partners, LLC | 10,991 | $114.0K | 0.04% | −109−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,064 | $114.7K | 0.00% | −400−3.5% | Reduced |
| Leo Wealth, LLC | 11,166 | $115.8K | 0.01% | −350−3.0% | Reduced |
| Two Sigma Securities, LLC | 11,190 | $116.0K | 0.01% | +11,190 | New |
| Quadcap Wealth Management, LLC | 11,233 | $116.5K | 0.01% | +704+6.7% | Added |
| Drucker Wealth 3.0, LLC | 11,617 | $116.8K | 0.02% | +11,617 | New |
| Integrated Wealth Concepts LLC | 11,348 | $117.7K | 0.00% | −1,403−11.0% | Reduced |
| Echo45 Advisors LLC | 11,418 | $118.4K | 0.07% | +11,418 | New |
| FourThought Financial Partners, LLC | 11,621 | $120.5K | 0.01% | +11,621 | New |
| Fiduciary Alliance LLC | 11,695 | $121.3K | 0.01% | +559+5.0% | Added |
| Miracle Mile Advisors, LLC | 11,897 | $123.4K | 0.00% | +11,897 | New |
| Kovitz Investment Group Partners, LLC | 11,906 | $123.5K | 0.00% | −1,961−14.1% | Reduced |
| Lazard Asset Management LLC | 12,000 | $124.0K | 0.00% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 12,028 | $124.7K | 0.01% | +12,028 | New |
| Hancock Whitney Corp | 12,164 | $126.1K | 0.00% | +544+4.7% | Added |
| Scotia Capital Inc. | 12,197 | $126.5K | 0.00% | +26+0.2% | Added |
| Ballew Advisors, Inc | 12,866 | $131.9K | 0.08% | +7+0.1% | Added |
| Rehmann Capital Advisory Group | 12,797 | $132.7K | 0.01% | −209−1.6% | Reduced |
| Cornerstone Wealth Management, LLC | 12,881 | $133.6K | 0.01% | −128−1.0% | Reduced |
| Marotta Asset Management | 12,891 | $133.7K | 0.03% | −3,603−21.8% | Reduced |
| Endowment Wealth Management, Inc. | 12,937 | $134.2K | 0.07% | −735−5.4% | Reduced |
| Fundamentun, LLC | 12,995 | $134.8K | 0.01% | +12,995 | New |
| Gabelli Funds LLC | 13,000 | $134.8K | 0.00% | 00.0% | Unchanged |
| Old Port Advisors | 13,017 | $135.0K | 0.04% | −3,774−22.5% | Reduced |
| Allworth Financial LP | 13,123 | $135.0K | 0.00% | +3,302+33.6% | Added |
| Holistic Financial Partners | 13,124 | $136.1K | 0.06% | −255−1.9% | Reduced |
| Beacon Pointe Advisors, LLC | 13,393 | $138.9K | 0.00% | −12,798−48.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 13,491 | $139.9K | 0.00% | −591−4.2% | Reduced |
| D'Orazio & Associates, Inc. | 13,518 | $140.2K | 0.02% | +3,224+31.3% | Added |
| Aureus Asset Management, LLC | 13,754 | $142.6K | 0.01% | −1,127−7.6% | Reduced |
| Savvy Advisors, Inc. | 13,885 | $144.0K | 0.01% | +13,885 | New |
| Essex Savings Bank | 14,657 | $152.0K | 0.04% | −402−2.7% | Reduced |
| West Family Investments, Inc. | 14,732 | $152.8K | 0.04% | −1,086−6.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,732 | $152.8K | 0.00% | −687−4.5% | Reduced |
| Advisory Services Network, LLC | 16,276 | $153.5K | 0.00% | −820−4.8% | Reduced |
| Cardiff Park Advisors, LLC | 14,885 | $154.4K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 15,225 | $157.9K | 0.01% | +29+0.2% | Added |
| Flagship Harbor Advisors, LLC | 15,348 | $159.2K | 0.01% | +883+6.1% | Added |
| Old National Bancorp | 15,420 | $159.9K | 0.00% | −2,709−14.9% | Reduced |
| Country Club Bank | 15,469 | $160.6K | 0.01% | +2,152+16.2% | Added |
| Sage Rhino Capital LLC | 15,496 | $160.7K | 0.03% | +269+1.8% | Added |
| Golden State Equity Partners | 15,586 | $161.6K | 0.03% | +365+2.4% | Added |