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 |
|---|---|---|---|---|---|
| Fedenia Advisers LLC | 38,017 | $394.2K | 0.19% | −1,515−3.8% | Reduced |
| Ieq Capital, LLC | 38,218 | $396.3K | 0.00% | +7,716+25.3% | Added |
| Auxier Asset Management | 38,449 | $398.7K | 0.06% | −300−0.8% | Reduced |
| SG Americas Securities, LLC | 38,575 | $400.0K | 0.00% | +38,575 | New |
| Laird Norton Trust Company, LLC | 39,042 | $404.9K | 0.06% | +8,939+29.7% | Added |
| United Capital Financial Advisers, LLC | 39,295 | $407.5K | 0.00% | +2,006+5.4% | Added |
| Marks Group Wealth Management, Inc | 40,805 | $423.1K | 0.04% | −30,414−42.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 41,263 | $427.9K | 0.01% | −62,896−60.4% | Reduced |
| Simplicity Wealth,LLC | 41,946 | $435.0K | 0.02% | +26,464+170.9% | Added |
| Atria Wealth Solutions, Inc. | 44,387 | $460.1K | 0.01% | −510−1.1% | Reduced |
| HighPoint Advisor Group LLC | 44,457 | $461.0K | 0.02% | +3,274+7.9% | Added |
| Blair William & Co | 45,220 | $468.9K | 0.00% | +32,925+267.8% | Added |
| Yousif Capital Management, LLC | 45,494 | $471.8K | 0.01% | +4,280+10.4% | Added |
| Martin Investment Management, LLC | 45,775 | $474.7K | 0.12% | +9,055+24.7% | Added |
| Naviter Wealth, LLC | 46,014 | $477.2K | 0.06% | +46,014 | New |
| Cambridge Investment Research Advisors, Inc. | 46,060 | $478.0K | 0.00% | −5,711−11.0% | Reduced |
| EverSource Wealth Advisors, LLC | 46,434 | $481.5K | 0.02% | +24,960+116.2% | Added |
| Cardinal Capital Management | 46,969 | $487.1K | 0.07% | +523+1.1% | Added |
| WealthTrust Axiom LLC | 47,898 | $496.7K | 0.15% | −1,449−2.9% | Reduced |
| Peapack Gladstone Financial Corp | 48,043 | $498.0K | 0.01% | +4,077+9.3% | Added |
| Patrick M Sweeney & Associates, Inc | 49,868 | $511.1K | 0.35% | −30,000−37.6% | Reduced |
| Headlands Technologies LLC | 49,415 | $512.4K | 0.06% | +28,057+131.4% | Added |
| Central Pacific Bank - Trust Division | 49,440 | $512.7K | 0.07% | −3,800−7.1% | Reduced |
| Stonegate Investment Group, LLC | 50,835 | $527.2K | 0.01% | +5,641+12.5% | Added |
| Argent Trust Co | 51,819 | $537.4K | 0.02% | +8,673+20.1% | Added |
| WCG Wealth Advisors LLC | 52,077 | $540.0K | 0.03% | +52,077 | New |
| Ronald Blue Trust, Inc. | 52,096 | $540.2K | 0.01% | −2,907−5.3% | Reduced |
| Tempus Wealth Planning, LLC | 53,269 | $552.4K | 0.14% | −528−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 53,268 | $552.5K | 0.00% | +6,222+13.2% | Added |
| Summitry LLC | 55,756 | $578.2K | 0.03% | +10,964+24.5% | Added |
| Mane Global Capital Management LP | 56,084 | $581.6K | 0.03% | −7,940−12.4% | Reduced |
| Aspen Grove Capital, LLC | 56,227 | $583.1K | 0.10% | +240+0.4% | Added |
| Rhumbline Advisers | 56,625 | $587.2K | 0.00% | −902−1.6% | Reduced |
| Axxcess Wealth Management, LLC | 56,641 | $587.4K | 0.01% | −3,558−5.9% | Reduced |
| Profund Advisors LLC | 56,978 | $590.9K | 0.02% | +1,969+3.6% | Added |
| Future Fund LLC | 58,007 | $601.5K | 0.27% | +10,382+21.8% | Added |
| NewEdge Wealth, LLC | 64,360 | $608.8K | 0.01% | +587+0.9% | Added |
| Avantax Advisory Services, Inc. | 59,243 | $614.4K | 0.00% | −3,329−5.3% | Reduced |
| Kestra Advisory Services, LLC | 59,977 | $622.0K | 0.00% | +6,225+11.6% | Added |
| Eqis Capital Management, Inc. | 60,138 | $623.6K | 0.05% | −8,037−11.8% | Reduced |
| Skopos Labs, Inc. | 60,370 | $626.0K | 0.08% | +30,874+104.7% | Added |
| Marshall Wace, LLP | 60,944 | $632.0K | 0.00% | +60,944 | New |
| Evergreen Capital Management LLC | 62,530 | $648.4K | 0.02% | +10,591+20.4% | Added |
| Lester Murray Antman dba SimplyRich | 63,266 | $656.0K | 0.18% | +733+1.2% | Added |
| Fiduciary Trust Co | 63,471 | $658.2K | 0.01% | +1,540+2.5% | Added |
| Lido Advisors, LLC | 64,234 | $666.1K | 0.00% | +14,348+28.8% | Added |
| GWM Advisors LLC | 64,515 | $669.0K | 0.00% | +6,513+11.2% | Added |
| AIMZ Investment Advisors, LLC | 64,557 | $669.5K | 0.22% | −1,695−2.6% | Reduced |
| Bleakley Financial Group, LLC | 64,712 | $671.1K | 0.02% | +64,712 | New |
| We Are One Seven, LLC | 65,361 | $677.8K | 0.02% | −2,181−3.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 65,942 | $683.8K | 0.24% | −1,653−2.4% | Reduced |
| Ritholtz Wealth Management | 66,217 | $686.7K | 0.02% | +20,203+43.9% | Added |
| Guggenheim Capital LLC | 66,324 | $687.8K | 0.01% | +7,995+13.7% | Added |
| Legacy Wealth Asset Management, LLC | 67,109 | $695.9K | 0.18% | −762−1.1% | Reduced |
| Vise Technologies, Inc. | 68,758 | $713.0K | 0.03% | +68,758 | New |
| Wallace Capital Management Inc. | 69,974 | $725.6K | 0.10% | −3,314−4.5% | Reduced |
| Syon Capital LLC | 70,809 | $734.3K | 0.05% | +1,236+1.8% | Added |
| Wetherby Asset Management Inc | 72,121 | $747.9K | 0.03% | +72,121 | New |
| Brown Advisory Inc | 73,794 | $765.3K | 0.00% | −2,839−3.7% | Reduced |
| Drive Wealth Management, LLC | 74,517 | $772.7K | 0.17% | +60,675+438.3% | Added |
| Glenmede Investment Management, LP | 75,629 | $784.3K | 0.00% | +75,629 | New |
| Tweedy, Browne Co LLC | 76,806 | $796.5K | 0.07% | −4,613−5.7% | Reduced |
| Savant Capital, LLC | 76,965 | $798.1K | 0.01% | +46,907+156.1% | Added |
| Arkadios Wealth Advisors | 77,625 | $805.0K | 0.02% | +2,339+3.1% | Added |
| M&T Bank Corp | 79,076 | $820.4K | 0.00% | +34,923+79.1% | Added |
| Squarepoint Ops LLC | 79,468 | $824.1K | 0.00% | −83,390−51.2% | Reduced |
| Heritage Family Offices, LLP | 81,912 | $838.8K | 0.42% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 81,613 | $846.3K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 82,419 | $854.7K | 0.00% | +9,313+12.7% | Added |
| Campbell & CO Investment Adviser LLC | 82,433 | $854.8K | 0.05% | +82,433 | New |
| Confluence Investment Management LLC | 84,413 | $875.4K | 0.01% | +2,740+3.4% | Added |
| Merit Financial Group, LLC | 84,698 | $878.3K | 0.01% | +46,763+123.3% | Added |
| Kathmere Capital Management, LLC | 84,743 | $878.8K | 0.07% | +18,673+28.3% | Added |
| One Wealth Advisors, LLC | 85,238 | $883.9K | 0.12% | −5,196−5.7% | Reduced |
| Point72 Asset Management, L.P. | 89,400 | $927.1K | 0.00% | −6,513,890−98.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 90,609 | $939.6K | 0.00% | −3,520−3.7% | Reduced |
| Ethic Inc. | 90,893 | $943.5K | 0.02% | −12,294−11.9% | Reduced |
| Stephens Inc | 91,190 | $945.6K | 0.01% | −3,587−3.8% | Reduced |
| Euro Pacific Asset Management, LLC | 92,169 | $957.0K | 0.15% | −850−0.9% | Reduced |
| Graham Capital Management, L.P. | 93,783 | $972.5K | 0.03% | +71,797+326.6% | Added |
| Henshaw Capital LLC | 95,094 | $986.1K | 0.04% | +95,094 | New |
| Sequoia Financial Advisors, LLC | 95,992 | $991.7K | 0.01% | +10,581+12.4% | Added |
| Natural Investments, LLC | 96,241 | $998.0K | 0.26% | +8,146+9.2% | Added |
| Calamos Advisors LLC | 98,065 | $1.02M | 0.00% | +280.0% | Added |
| Susquehanna International Group, LLP | 99,936 | $1.04M | 0.00% | +99,936 | New |
| Canal Insurance CO | 100,000 | $1.04M | 0.23% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $1.04M | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 100,512 | $1.04M | 0.01% | +21,761+27.6% | Added |
| CI Private Wealth, LLC | 101,370 | $1.05M | 0.00% | −5,679−5.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 104,940 | $1.08M | 0.00% | +10,192+10.8% | Added |
| Private Advisor Group, LLC | 104,704 | $1.09M | 0.01% | +58,376+126.0% | Added |
| Advisor Group Holdings, Inc. | 107,621 | $1.12M | 0.00% | +8,259+8.3% | Added |
| Principal Street Partners, LLC | 110,050 | $1.14M | 0.11% | +60,583+122.5% | Added |
| Kahn Brothers Group Inc | 118,437 | $1.23M | 0.25% | −65,872−35.7% | Reduced |
| Quadrant Capital Group LLC | 120,880 | $1.25M | 0.05% | −49,050−28.9% | Reduced |
| Alliancebernstein L.P. | 121,381 | $1.26M | 0.00% | +73,259+152.2% | Added |
| Principal Securities, Inc. | 125,016 | $1.30M | 0.02% | +46,133+58.5% | Added |
| Pathstone Holdings, LLC | 127,564 | $1.31M | 0.01% | −1,387−1.1% | Reduced |
| AQR Capital Management LLC | 128,104 | $1.33M | 0.00% | +31,781+33.0% | Added |
| Ascent Group, LLC | 133,093 | $1.38M | 0.05% | +77,825+140.8% | Added |