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 |
|---|---|---|---|---|---|
| LGT Group Foundation | 17,972 | $186.4K | 0.00% | +3,437+23.6% | Added |
| Procyon Private Wealth Partners, LLC | 17,932 | $186.0K | 0.02% | −244,898−93.2% | Reduced |
| J.W. Cole Advisors, Inc. | 17,908 | $185.7K | 0.00% | +360+2.1% | Added |
| Personal Cfo Solutions, LLC | 17,729 | $183.8K | 0.03% | −1,670−8.6% | Reduced |
| First Horizon Advisors, Inc. | 17,549 | $182.0K | 0.00% | +1,302+8.0% | Added |
| Prospect Financial Group LLC | 17,395 | $180.4K | 0.19% | +1,339+8.3% | Added |
| Greenleaf Trust | 17,245 | $178.8K | 0.00% | +20+0.1% | Added |
| Meyer Handelman Co | 17,169 | $178.0K | 0.01% | +17,169 | New |
| GTS Securities LLC | 17,117 | $177.5K | 0.01% | +17,117 | New |
| Beacon Financial Strategies CORP | 19,888 | $177.3K | 0.11% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 17,073 | $177.0K | 0.24% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 16,887 | $175.1K | 0.00% | −1,640−8.9% | Reduced |
| Baron Wealth Management LLC | 16,719 | $173.4K | 0.06% | −4,350−20.6% | Reduced |
| Umb Bank N A | 16,590 | $172.0K | 0.00% | +3,781+29.5% | Added |
| Sagespring Wealth Partners, LLC | 16,562 | $171.7K | 0.00% | +16,562 | New |
| Dimension Capital Management LLC | 16,431 | $170.4K | 0.03% | +421+2.6% | Added |
| National Bank of Canada | 16,286 | $168.7K | 0.00% | +2,708+19.9% | Added |
| Journey Strategic Wealth LLC | 16,231 | $168.3K | 0.01% | +16,231 | New |
| Wrapmanager Inc | 16,230 | $168.3K | 0.04% | +2,783+20.7% | Added |
| Quotient Wealth Partners, LLC | 16,154 | $167.5K | 0.00% | −2,497−13.4% | Reduced |
| Brighton Jones LLC | 16,125 | $167.2K | 0.00% | −4,252−20.9% | Reduced |
| Seven Mile Advisory | 16,120 | $167.2K | 0.10% | −130−0.8% | Reduced |
| Diversified Trust Co | 16,095 | $166.9K | 0.00% | +16,095 | New |
| National Asset Management, Inc. | 16,088 | $166.8K | 0.01% | +2,187+15.7% | Added |
| Concurrent Investment Advisors, LLC | 16,006 | $166.0K | 0.00% | −357−2.2% | Reduced |
| Global Retirement Partners, LLC | 15,977 | $165.7K | 0.00% | +15,977 | New |
| Summit Trail Advisors, LLC | 15,872 | $164.6K | 0.00% | +15,872 | New |
| Golden State Equity Partners | 15,586 | $161.6K | 0.03% | +365+2.4% | Added |
| Sage Rhino Capital LLC | 15,496 | $160.7K | 0.03% | +269+1.8% | Added |
| Country Club Bank | 15,469 | $160.6K | 0.01% | +2,152+16.2% | Added |
| Old National Bancorp | 15,420 | $159.9K | 0.00% | −2,709−14.9% | Reduced |
| Flagship Harbor Advisors, LLC | 15,348 | $159.2K | 0.01% | +883+6.1% | Added |
| Checchi Capital Advisers, LLC | 15,225 | $157.9K | 0.01% | +29+0.2% | Added |
| Cardiff Park Advisors, LLC | 14,885 | $154.4K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 16,276 | $153.5K | 0.00% | −820−4.8% | 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 |
| Essex Savings Bank | 14,657 | $152.0K | 0.04% | −402−2.7% | Reduced |
| Savvy Advisors, Inc. | 13,885 | $144.0K | 0.01% | +13,885 | New |
| Aureus Asset Management, LLC | 13,754 | $142.6K | 0.01% | −1,127−7.6% | Reduced |
| D'Orazio & Associates, Inc. | 13,518 | $140.2K | 0.02% | +3,224+31.3% | Added |
| Horizon Kinetics Asset Management LLC | 13,491 | $139.9K | 0.00% | −591−4.2% | Reduced |
| Beacon Pointe Advisors, LLC | 13,393 | $138.9K | 0.00% | −12,798−48.9% | Reduced |
| Holistic Financial Partners | 13,124 | $136.1K | 0.06% | −255−1.9% | Reduced |
| Allworth Financial LP | 13,123 | $135.0K | 0.00% | +3,302+33.6% | Added |
| Old Port Advisors | 13,017 | $135.0K | 0.04% | −3,774−22.5% | Reduced |
| Gabelli Funds LLC | 13,000 | $134.8K | 0.00% | 00.0% | Unchanged |
| Fundamentun, LLC | 12,995 | $134.8K | 0.01% | +12,995 | New |
| Endowment Wealth Management, Inc. | 12,937 | $134.2K | 0.07% | −735−5.4% | Reduced |
| Marotta Asset Management | 12,891 | $133.7K | 0.03% | −3,603−21.8% | Reduced |
| Cornerstone Wealth Management, LLC | 12,881 | $133.6K | 0.01% | −128−1.0% | Reduced |
| Rehmann Capital Advisory Group | 12,797 | $132.7K | 0.01% | −209−1.6% | Reduced |
| Ballew Advisors, Inc | 12,866 | $131.9K | 0.08% | +7+0.1% | Added |
| Scotia Capital Inc. | 12,197 | $126.5K | 0.00% | +26+0.2% | Added |
| Hancock Whitney Corp | 12,164 | $126.1K | 0.00% | +544+4.7% | Added |
| Aprio Wealth Management, LLC | 12,028 | $124.7K | 0.01% | +12,028 | New |
| Lazard Asset Management LLC | 12,000 | $124.0K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 11,906 | $123.5K | 0.00% | −1,961−14.1% | Reduced |
| Miracle Mile Advisors, LLC | 11,897 | $123.4K | 0.00% | +11,897 | New |
| Fiduciary Alliance LLC | 11,695 | $121.3K | 0.01% | +559+5.0% | Added |
| FourThought Financial Partners, LLC | 11,621 | $120.5K | 0.01% | +11,621 | New |
| Echo45 Advisors LLC | 11,418 | $118.4K | 0.07% | +11,418 | New |
| Integrated Wealth Concepts LLC | 11,348 | $117.7K | 0.00% | −1,403−11.0% | Reduced |
| Drucker Wealth 3.0, LLC | 11,617 | $116.8K | 0.02% | +11,617 | New |
| Quadcap Wealth Management, LLC | 11,233 | $116.5K | 0.01% | +704+6.7% | Added |
| Two Sigma Securities, LLC | 11,190 | $116.0K | 0.01% | +11,190 | New |
| Leo Wealth, LLC | 11,166 | $115.8K | 0.01% | −350−3.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,064 | $114.7K | 0.00% | −400−3.5% | Reduced |
| Sivia Capital Partners, LLC | 10,991 | $114.0K | 0.04% | −109−1.0% | Reduced |
| Simplex Trading, LLC | 10,913 | $113.0K | 0.00% | +10,913 | New |
| Atala Financial Inc | 10,871 | $112.7K | 0.08% | 00.0% | Unchanged |
| Gibbs Wealth Management | 10,852 | $112.5K | 0.02% | +10,852 | New |
| Park Place Capital Corp | 10,869 | $112.5K | 0.03% | 00.0% | Unchanged |
| Excalibur Management Corp | 10,847 | $112.5K | 0.04% | −20.0% | Reduced |
| Brucke Financial, Inc. | 10,846 | $112.5K | 0.08% | +687+6.8% | Added |
| Hexagon Capital Partners LLC | 10,758 | $111.6K | 0.02% | −373−3.4% | Reduced |
| Advisor OS, LLC | 10,633 | $110.3K | 0.01% | −1,286−10.8% | Reduced |
| Sage Mountain Advisors LLC | 10,585 | $109.8K | 0.01% | −408−3.7% | Reduced |
| TownSquare Capital, LLC | 10,552 | $109.4K | 0.01% | −187,714−94.7% | Reduced |
| SeaCrest Wealth Management, LLC | 10,329 | $107.1K | 0.01% | −63−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 10,246 | $106.3K | 0.01% | −8,279−44.7% | Reduced |
| Verdence Capital Advisors LLC | 10,013 | $103.8K | 0.01% | +10,013 | New |
| Corient IA LLC | 10,000 | $103.7K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9,703 | $100.6K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9,208 | $95.5K | 0.00% | +1,639+21.7% | Added |
| Farther Finance Advisors, LLC | 9,081 | $94.2K | 0.00% | −3,780−29.4% | Reduced |
| Central Trust Co | 8,932 | $92.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8,794 | $91.2K | 0.01% | +1,032+13.3% | Added |
| CIBC Private Wealth Group, LLC | 8,133 | $84.3K | 0.00% | −12,252−60.1% | Reduced |
| Pinnacle Bancorp, Inc. | 7,427 | $77.0K | 0.02% | +754+11.3% | Added |
| TD Waterhouse Canada Inc. | 7,133 | $73.8K | 0.00% | −166−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,062 | $73.2K | 0.04% | −243−3.3% | Reduced |
| TSFG, LLC | 6,858 | $71.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6,746 | $70.0K | 0.00% | +455+7.2% | Added |
| Cary Street Partners Financial LLC | 6,646 | $68.9K | 0.00% | +1,113+20.1% | Added |
| AdvisorNet Financial, Inc | 6,082 | $63.1K | 0.00% | +27+0.4% | Added |
| Addison Advisors LLC | 5,931 | $61.5K | 0.02% | +455+8.3% | Added |
| SRS Capital Advisors, Inc. | 4,386 | $61.2K | 0.00% | −33−0.7% | Reduced |
| Whittier Trust Co | 5,867 | $60.8K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 5,362 | $55.6K | 0.01% | 00.0% | Unchanged |