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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 52,096 | $540.2K | 0.01% | −2,907−5.3% | Reduced |
| WCG Wealth Advisors LLC | 52,077 | $540.0K | 0.03% | +52,077 | New |
| Argent Trust Co | 51,819 | $537.4K | 0.02% | +8,673+20.1% | Added |
| Stonegate Investment Group, LLC | 50,835 | $527.2K | 0.01% | +5,641+12.5% | Added |
| Central Pacific Bank - Trust Division | 49,440 | $512.7K | 0.07% | −3,800−7.1% | Reduced |
| Headlands Technologies LLC | 49,415 | $512.4K | 0.06% | +28,057+131.4% | Added |
| Patrick M Sweeney & Associates, Inc | 49,868 | $511.1K | 0.35% | −30,000−37.6% | Reduced |
| Peapack Gladstone Financial Corp | 48,043 | $498.0K | 0.01% | +4,077+9.3% | Added |
| WealthTrust Axiom LLC | 47,898 | $496.7K | 0.15% | −1,449−2.9% | Reduced |
| Cardinal Capital Management | 46,969 | $487.1K | 0.07% | +523+1.1% | Added |
| EverSource Wealth Advisors, LLC | 46,434 | $481.5K | 0.02% | +24,960+116.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 46,060 | $478.0K | 0.00% | −5,711−11.0% | Reduced |
| Naviter Wealth, LLC | 46,014 | $477.2K | 0.06% | +46,014 | New |
| Martin Investment Management, LLC | 45,775 | $474.7K | 0.12% | +9,055+24.7% | Added |
| Yousif Capital Management, LLC | 45,494 | $471.8K | 0.01% | +4,280+10.4% | Added |
| Blair William & Co | 45,220 | $468.9K | 0.00% | +32,925+267.8% | Added |
| HighPoint Advisor Group LLC | 44,457 | $461.0K | 0.02% | +3,274+7.9% | Added |
| Atria Wealth Solutions, Inc. | 44,387 | $460.1K | 0.01% | −510−1.1% | Reduced |
| Simplicity Wealth,LLC | 41,946 | $435.0K | 0.02% | +26,464+170.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 41,263 | $427.9K | 0.01% | −62,896−60.4% | Reduced |
| Marks Group Wealth Management, Inc | 40,805 | $423.1K | 0.04% | −30,414−42.7% | Reduced |
| United Capital Financial Advisers, LLC | 39,295 | $407.5K | 0.00% | +2,006+5.4% | Added |
| Laird Norton Trust Company, LLC | 39,042 | $404.9K | 0.06% | +8,939+29.7% | Added |
| SG Americas Securities, LLC | 38,575 | $400.0K | 0.00% | +38,575 | New |
| Auxier Asset Management | 38,449 | $398.7K | 0.06% | −300−0.8% | Reduced |
| Ieq Capital, LLC | 38,218 | $396.3K | 0.00% | +7,716+25.3% | Added |
| Fedenia Advisers LLC | 38,017 | $394.2K | 0.19% | −1,515−3.8% | Reduced |
| Capital Performance Advisors LLP | 37,653 | $390.5K | 0.08% | +37,653 | New |
| Snowden Capital Advisors LLC | 37,519 | $389.1K | 0.01% | +2,057+5.8% | Added |
| SBI Securities Co., Ltd. | 36,749 | $381.1K | 0.01% | −924−2.5% | Reduced |
| Versant Capital Management, Inc | 36,571 | $379.2K | 0.06% | +14,677+67.0% | Added |
| Aaron Wealth Advisors | 35,923 | $372.5K | 0.04% | +3,389+10.4% | Added |
| Two Sigma Investments, LP | 35,837 | $371.6K | 0.00% | −79,800−69.0% | Reduced |
| Atomi Financial Group, Inc. | 35,276 | $365.8K | 0.01% | +1,512+4.5% | Added |
| Ballentine Partners, LLC | 34,135 | $354.0K | 0.01% | +4,515+15.2% | Added |
| Equitable Holdings, Inc. | 32,955 | $341.7K | 0.00% | +5,157+18.6% | Added |
| Steward Partners Investment Advisory, LLC | 32,913 | $341.3K | 0.00% | −12,831−28.0% | Reduced |
| Insigneo Advisory Services, LLC | 32,743 | $339.5K | 0.03% | +933+2.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 32,022 | $332.1K | 0.01% | −40,352−55.8% | Reduced |
| Coldstream Capital Management Inc | 31,766 | $329.4K | 0.01% | +6,878+27.6% | Added |
| Warren Averett Asset Management, LLC | 31,415 | $325.8K | 0.00% | −145−0.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 31,252 | $324.1K | 0.07% | +638+2.1% | Added |
| Allspring Global Investments Holdings, LLC | 31,423 | $321.3K | 0.00% | +1,200+4.0% | Added |
| Forum Financial Management, LP | 30,629 | $317.6K | 0.00% | −43−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 29,589 | $306.8K | 0.02% | −401−1.3% | Reduced |
| Defined Wealth Management, LLC | 29,484 | $305.7K | 0.19% | +158+0.5% | Added |
| Resonant Capital Advisors, LLC | 29,432 | $305.2K | 0.02% | +1,761+6.4% | Added |
| Independent Advisor Alliance | 29,225 | $303.1K | 0.01% | +4,932+20.3% | Added |
| Lafayette Investments, Inc. | 29,104 | $301.8K | 0.06% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 28,786 | $298.5K | 0.14% | +12,304+74.7% | Added |
| Ingalls & Snyder LLC | 28,579 | $296.0K | 0.01% | −216−0.8% | Reduced |
| Smartleaf Asset Management LLC | 27,947 | $290.1K | 0.03% | +6,275+29.0% | Added |
| Virtu Financial LLC | 27,738 | $288.0K | 0.01% | +27,738 | New |
| King Luther Capital Management Corp | 27,088 | $280.9K | 0.00% | +1,975+7.9% | Added |
| Seed Wealth Management, Inc. | 26,580 | $275.6K | 0.21% | −2,150−7.5% | Reduced |
| TD Private Client Wealth LLC | 26,525 | $275.1K | 0.01% | −6,526−19.7% | Reduced |
| AlphaCore Capital LLC | 26,504 | $274.8K | 0.01% | +6,324+31.3% | Added |
| Clarius Group, LLC | 26,269 | $272.4K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 26,252 | $272.2K | 0.01% | +8,348+46.6% | Added |
| Clearstead Advisors, LLC | 25,570 | $265.2K | 0.00% | +878+3.6% | Added |
| Resources Investment Advisors, LLC. | 25,532 | $264.8K | 0.00% | −8,563−25.1% | Reduced |
| PDS Planning, Inc | 25,441 | $263.8K | 0.02% | +3,796+17.5% | Added |
| MN Wealth Advisors, LLC | 25,432 | $263.7K | 0.15% | +275+1.1% | Added |
| Haverford Trust Co | 25,098 | $260.3K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 25,075 | $260.0K | 0.00% | +2,601+11.6% | Added |
| D.A. Davidson & Co. | 25,071 | $260.0K | 0.00% | −1,172−4.5% | Reduced |
| Jain Global LLC | 24,891 | $258.1K | 0.00% | +24,891 | New |
| Highland Capital Management, LLC | 24,655 | $255.7K | 0.01% | −525−2.1% | Reduced |
| Valeo Financial Advisors, LLC | 24,616 | $255.3K | 0.01% | +3,441+16.3% | Added |
| Mesirow Financial Investment Management, Inc. | 24,297 | $251.9K | 0.00% | +3,282+15.6% | Added |
| Thrivent Financial for Lutherans | 23,950 | $249.0K | 0.00% | −24,845−50.9% | Reduced |
| Oppenheimer & Co Inc | 23,911 | $248.0K | 0.00% | −1,451−5.7% | Reduced |
| Choate Investment Advisors | 23,443 | $243.1K | 0.01% | −4,358−15.7% | Reduced |
| Transcend Wealth Collective, LLC | 23,429 | $243.0K | 0.02% | +8,035+52.2% | Added |
| GAMMA Investing LLC | 23,401 | $242.7K | 0.02% | +1,306+5.9% | Added |
| Keel Point, LLC | 23,258 | $241.2K | 0.02% | +7,677+49.3% | Added |
| ICONIQ Capital, LLC | 23,064 | $239.2K | 0.00% | −2,311−9.1% | Reduced |
| Seeds Investor LLC | 22,884 | $237.3K | 0.06% | −1,270−5.3% | Reduced |
| CWM, LLC | 22,894 | $237.0K | 0.00% | −746−3.2% | Reduced |
| Fielder Capital Group LLC | 22,810 | $236.5K | 0.06% | 00.0% | Unchanged |
| DRW Securities, LLC | 23,108 | $235.7K | 0.02% | +23,108 | New |
| Apollon Wealth Management, LLC | 22,310 | $231.4K | 0.00% | +588+2.7% | Added |
| Bryn Mawr Trust Co | 22,022 | $228.4K | 0.00% | −2,741−11.1% | Reduced |
| Riverbridge Partners LLC | 21,862 | $226.7K | 0.00% | −129−0.6% | Reduced |
| PFG Investments, LLC | 21,668 | $224.7K | 0.01% | +368+1.7% | Added |
| Bessemer Group Inc | 21,626 | $224.0K | 0.00% | −1,338−5.8% | Reduced |
| Bailard, Inc. | 21,470 | $222.6K | 0.01% | −1,568−6.8% | Reduced |
| Optas, LLC | 21,337 | $221.3K | 0.04% | 00.0% | Unchanged |
| Keystone Financial Group | 21,242 | $220.3K | 0.02% | −14−0.1% | Reduced |
| Bridgefront Capital, LLC | 21,137 | $219.2K | 0.06% | −14,732−41.1% | Reduced |
| MAI Capital Management | 20,956 | $217.3K | 0.00% | +6,013+40.2% | Added |
| Ariston Services Group | 20,721 | $214.9K | 0.15% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,678 | $214.4K | 0.00% | −187,165−90.1% | Reduced |
| AE Wealth Management LLC | 20,391 | $211.5K | 0.00% | +1,068+5.5% | Added |
| EP Wealth Advisors, LLC | 20,203 | $209.5K | 0.00% | −2,934−12.7% | Reduced |
| Greenwich Wealth Management LLC | 19,546 | $203.0K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 18,904 | $196.0K | 0.01% | −370−1.9% | Reduced |
| Baird Financial Group, Inc. | 18,306 | $189.8K | 0.00% | −51,044−73.6% | Reduced |
| Moors & Cabot, Inc. | 18,036 | $187.0K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 18,024 | $186.9K | 0.16% | +18,024 | New |