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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 15,872 | $164.6K | 0.00% | +15,872 | New |
| Global Retirement Partners, LLC | 15,977 | $165.7K | 0.00% | +15,977 | New |
| Concurrent Investment Advisors, LLC | 16,006 | $166.0K | 0.00% | −357−2.2% | Reduced |
| National Asset Management, Inc. | 16,088 | $166.8K | 0.01% | +2,187+15.7% | Added |
| Diversified Trust Co | 16,095 | $166.9K | 0.00% | +16,095 | New |
| Seven Mile Advisory | 16,120 | $167.2K | 0.10% | −130−0.8% | Reduced |
| Brighton Jones LLC | 16,125 | $167.2K | 0.00% | −4,252−20.9% | Reduced |
| Quotient Wealth Partners, LLC | 16,154 | $167.5K | 0.00% | −2,497−13.4% | Reduced |
| Wrapmanager Inc | 16,230 | $168.3K | 0.04% | +2,783+20.7% | Added |
| Journey Strategic Wealth LLC | 16,231 | $168.3K | 0.01% | +16,231 | New |
| National Bank of Canada | 16,286 | $168.7K | 0.00% | +2,708+19.9% | Added |
| Dimension Capital Management LLC | 16,431 | $170.4K | 0.03% | +421+2.6% | Added |
| Sagespring Wealth Partners, LLC | 16,562 | $171.7K | 0.00% | +16,562 | New |
| Umb Bank N A | 16,590 | $172.0K | 0.00% | +3,781+29.5% | Added |
| Baron Wealth Management LLC | 16,719 | $173.4K | 0.06% | −4,350−20.6% | Reduced |
| IHT Wealth Management, LLC | 16,887 | $175.1K | 0.00% | −1,640−8.9% | Reduced |
| Yoffe Investment Management, LLC | 17,073 | $177.0K | 0.24% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 19,888 | $177.3K | 0.11% | 00.0% | Unchanged |
| GTS Securities LLC | 17,117 | $177.5K | 0.01% | +17,117 | New |
| Meyer Handelman Co | 17,169 | $178.0K | 0.01% | +17,169 | New |
| Greenleaf Trust | 17,245 | $178.8K | 0.00% | +20+0.1% | Added |
| Prospect Financial Group LLC | 17,395 | $180.4K | 0.19% | +1,339+8.3% | Added |
| First Horizon Advisors, Inc. | 17,549 | $182.0K | 0.00% | +1,302+8.0% | Added |
| Personal Cfo Solutions, LLC | 17,729 | $183.8K | 0.03% | −1,670−8.6% | Reduced |
| J.W. Cole Advisors, Inc. | 17,908 | $185.7K | 0.00% | +360+2.1% | Added |
| Procyon Private Wealth Partners, LLC | 17,932 | $186.0K | 0.02% | −244,898−93.2% | Reduced |
| LGT Group Foundation | 17,972 | $186.4K | 0.00% | +3,437+23.6% | Added |
| Rexford Capital Inc | 18,024 | $186.9K | 0.16% | +18,024 | New |
| Moors & Cabot, Inc. | 18,036 | $187.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 18,306 | $189.8K | 0.00% | −51,044−73.6% | Reduced |
| Level Four Advisory Services, LLC | 18,904 | $196.0K | 0.01% | −370−1.9% | Reduced |
| Greenwich Wealth Management LLC | 19,546 | $203.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 20,203 | $209.5K | 0.00% | −2,934−12.7% | Reduced |
| AE Wealth Management LLC | 20,391 | $211.5K | 0.00% | +1,068+5.5% | Added |
| Northwestern Mutual Wealth Management Co | 20,678 | $214.4K | 0.00% | −187,165−90.1% | Reduced |
| Ariston Services Group | 20,721 | $214.9K | 0.15% | 00.0% | Unchanged |
| MAI Capital Management | 20,956 | $217.3K | 0.00% | +6,013+40.2% | Added |
| Bridgefront Capital, LLC | 21,137 | $219.2K | 0.06% | −14,732−41.1% | Reduced |
| Keystone Financial Group | 21,242 | $220.3K | 0.02% | −14−0.1% | Reduced |
| Optas, LLC | 21,337 | $221.3K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 21,470 | $222.6K | 0.01% | −1,568−6.8% | Reduced |
| Bessemer Group Inc | 21,626 | $224.0K | 0.00% | −1,338−5.8% | Reduced |
| PFG Investments, LLC | 21,668 | $224.7K | 0.01% | +368+1.7% | Added |
| Riverbridge Partners LLC | 21,862 | $226.7K | 0.00% | −129−0.6% | Reduced |
| Bryn Mawr Trust Co | 22,022 | $228.4K | 0.00% | −2,741−11.1% | Reduced |
| Apollon Wealth Management, LLC | 22,310 | $231.4K | 0.00% | +588+2.7% | Added |
| DRW Securities, LLC | 23,108 | $235.7K | 0.02% | +23,108 | New |
| Fielder Capital Group LLC | 22,810 | $236.5K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 22,894 | $237.0K | 0.00% | −746−3.2% | Reduced |
| Seeds Investor LLC | 22,884 | $237.3K | 0.06% | −1,270−5.3% | Reduced |
| ICONIQ Capital, LLC | 23,064 | $239.2K | 0.00% | −2,311−9.1% | Reduced |
| Keel Point, LLC | 23,258 | $241.2K | 0.02% | +7,677+49.3% | Added |
| GAMMA Investing LLC | 23,401 | $242.7K | 0.02% | +1,306+5.9% | Added |
| Transcend Wealth Collective, LLC | 23,429 | $243.0K | 0.02% | +8,035+52.2% | Added |
| Choate Investment Advisors | 23,443 | $243.1K | 0.01% | −4,358−15.7% | Reduced |
| Oppenheimer & Co Inc | 23,911 | $248.0K | 0.00% | −1,451−5.7% | Reduced |
| Thrivent Financial for Lutherans | 23,950 | $249.0K | 0.00% | −24,845−50.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 24,297 | $251.9K | 0.00% | +3,282+15.6% | Added |
| Valeo Financial Advisors, LLC | 24,616 | $255.3K | 0.01% | +3,441+16.3% | Added |
| Highland Capital Management, LLC | 24,655 | $255.7K | 0.01% | −525−2.1% | Reduced |
| Jain Global LLC | 24,891 | $258.1K | 0.00% | +24,891 | New |
| D.A. Davidson & Co. | 25,071 | $260.0K | 0.00% | −1,172−4.5% | Reduced |
| Congress Wealth Management LLC | 25,075 | $260.0K | 0.00% | +2,601+11.6% | Added |
| Haverford Trust Co | 25,098 | $260.3K | 0.00% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 25,432 | $263.7K | 0.15% | +275+1.1% | Added |
| PDS Planning, Inc | 25,441 | $263.8K | 0.02% | +3,796+17.5% | Added |
| Resources Investment Advisors, LLC. | 25,532 | $264.8K | 0.00% | −8,563−25.1% | Reduced |
| Clearstead Advisors, LLC | 25,570 | $265.2K | 0.00% | +878+3.6% | Added |
| Parallel Advisors, LLC | 26,252 | $272.2K | 0.01% | +8,348+46.6% | Added |
| Clarius Group, LLC | 26,269 | $272.4K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 26,504 | $274.8K | 0.01% | +6,324+31.3% | Added |
| TD Private Client Wealth LLC | 26,525 | $275.1K | 0.01% | −6,526−19.7% | Reduced |
| Seed Wealth Management, Inc. | 26,580 | $275.6K | 0.21% | −2,150−7.5% | Reduced |
| King Luther Capital Management Corp | 27,088 | $280.9K | 0.00% | +1,975+7.9% | Added |
| Virtu Financial LLC | 27,738 | $288.0K | 0.01% | +27,738 | New |
| Smartleaf Asset Management LLC | 27,947 | $290.1K | 0.03% | +6,275+29.0% | Added |
| Ingalls & Snyder LLC | 28,579 | $296.0K | 0.01% | −216−0.8% | Reduced |
| Fortress Private Ledger, LLC | 28,786 | $298.5K | 0.14% | +12,304+74.7% | Added |
| Lafayette Investments, Inc. | 29,104 | $301.8K | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 29,225 | $303.1K | 0.01% | +4,932+20.3% | Added |
| Resonant Capital Advisors, LLC | 29,432 | $305.2K | 0.02% | +1,761+6.4% | Added |
| Defined Wealth Management, LLC | 29,484 | $305.7K | 0.19% | +158+0.5% | Added |
| Dorsey & Whitney Trust CO LLC | 29,589 | $306.8K | 0.02% | −401−1.3% | Reduced |
| Forum Financial Management, LP | 30,629 | $317.6K | 0.00% | −43−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 31,423 | $321.3K | 0.00% | +1,200+4.0% | Added |
| Legacy Capital Wealth Partners, LLC | 31,252 | $324.1K | 0.07% | +638+2.1% | Added |
| Warren Averett Asset Management, LLC | 31,415 | $325.8K | 0.00% | −145−0.5% | Reduced |
| Coldstream Capital Management Inc | 31,766 | $329.4K | 0.01% | +6,878+27.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 32,022 | $332.1K | 0.01% | −40,352−55.8% | Reduced |
| Insigneo Advisory Services, LLC | 32,743 | $339.5K | 0.03% | +933+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 32,913 | $341.3K | 0.00% | −12,831−28.0% | Reduced |
| Equitable Holdings, Inc. | 32,955 | $341.7K | 0.00% | +5,157+18.6% | Added |
| Ballentine Partners, LLC | 34,135 | $354.0K | 0.01% | +4,515+15.2% | Added |
| Atomi Financial Group, Inc. | 35,276 | $365.8K | 0.01% | +1,512+4.5% | Added |
| Two Sigma Investments, LP | 35,837 | $371.6K | 0.00% | −79,800−69.0% | Reduced |
| Aaron Wealth Advisors | 35,923 | $372.5K | 0.04% | +3,389+10.4% | Added |
| Versant Capital Management, Inc | 36,571 | $379.2K | 0.06% | +14,677+67.0% | Added |
| SBI Securities Co., Ltd. | 36,749 | $381.1K | 0.01% | −924−2.5% | Reduced |
| Snowden Capital Advisors LLC | 37,519 | $389.1K | 0.01% | +2,057+5.8% | Added |
| Capital Performance Advisors LLP | 37,653 | $390.5K | 0.08% | +37,653 | New |