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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 5,340 | $55.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,641 | $48.1K | 0.00% | −205−4.2% | Reduced |
| FIL Ltd | 4,581 | $47.5K | 0.00% | +387+9.2% | Added |
| GeoWealth Management, LLC | 4,492 | $46.6K | 0.00% | +4,492 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,471 | $46.4K | 0.01% | +4,471 | New |
| Assetmark, Inc | 4,464 | $46.3K | 0.00% | −14,923−77.0% | Reduced |
| Washington Trust Advisors, Inc. | 4,227 | $43.8K | 0.00% | +80+1.9% | Added |
| IFP Advisors, Inc | 4,078 | $42.3K | 0.00% | +271+7.1% | Added |
| Larson Financial Group LLC | 4,015 | $41.6K | 0.00% | +3,082+330.3% | Added |
| Hollencrest Capital Management | 3,966 | $41.1K | 0.00% | −907−18.6% | Reduced |
| Spire Wealth Management | 3,820 | $39.6K | 0.00% | +67+1.8% | Added |
| Gitterman Wealth Management, LLC | 3,796 | $39.4K | 0.01% | +3,796 | New |
| CarsonAllaria Wealth Management, Ltd. | 3,612 | $37.5K | 0.02% | +3,612 | New |
| Rothschild Investment LLC | 3,609 | $37.4K | 0.00% | −114−3.1% | Reduced |
| Trust Co of Toledo NA | 3,575 | $37.1K | 0.00% | +3,575 | New |
| Toronto Dominion Bank | 3,570 | $37.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,495 | $36.2K | 0.01% | +9+0.3% | Added |
| GW&K Investment Management, LLC | 3,506 | $36.0K | 0.00% | +64+1.9% | Added |
| Pittenger & Anderson Inc | 3,429 | $35.6K | 0.00% | +3,429 | New |
| Smithfield Trust Co | 3,484 | $35.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 3,229 | $33.5K | 0.01% | +3,229 | New |
| Opal Wealth Advisors, LLC | 3,222 | $33.4K | 0.01% | +378+13.3% | Added |
| Deutsche Bank AG | 3,181 | $33.0K | 0.00% | +55+1.8% | Added |
| Grove Bank & Trust | 3,009 | $31.2K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3,000 | $31.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,938 | $30.5K | 0.00% | +350+13.5% | Added |
| Ameriflex Group, Inc. | 2,900 | $30.2K | 0.02% | −321−10.0% | Reduced |
| Pin Oak Investment Advisors Inc | 2,990 | $30.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,885 | $29.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 2,798 | $29.0K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 2,775 | $28.8K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,721 | $28.2K | 0.00% | +1,410+107.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,725 | $28.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,663 | $27.6K | 0.00% | +2,417+982.5% | Added |
| Strategic Wealth Partners, Ltd. | 2,565 | $26.6K | 0.00% | +2,565 | New |
| Salem Investment Counselors Inc | 2,411 | $25.0K | 0.00% | −612−20.2% | Reduced |
| Hanson & Doremus Investment Management | 2,372 | $25.0K | 0.00% | +1,662+234.1% | Added |
| Parkside Financial Bank & Trust | 2,224 | $23.1K | 0.00% | +767+52.6% | Added |
| Montag A & Associates Inc | 2,000 | $20.7K | 0.00% | −755−27.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,000 | $20.7K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 1,990 | $20.6K | 0.01% | +22+1.1% | Added |
| SOA Wealth Advisors, LLC. | 1,935 | $20.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,873 | $19.4K | 0.00% | +24+1.3% | Added |
| LRI Investments, LLC | 1,845 | $19.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,810 | $18.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,780 | $18.5K | 0.00% | +1,100+161.8% | Added |
| Macquarie Group Ltd | 1,765 | $18.0K | 0.00% | +52+3.0% | Added |
| West Branch Capital LLC | 1,714 | $17.8K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 1,683 | $17.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,647 | $17.1K | 0.00% | +361+28.1% | Added |
| Costello Asset Management, INC | 1,636 | $17.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,593 | $16.5K | 0.00% | +1,593 | New |
| Ancora Advisors, LLC | 1,573 | $16.3K | 0.00% | +74+4.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,451 | $15.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,484 | $15.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,487 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,439 | $14.9K | 0.00% | −57−3.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,525 | $14.6K | 0.00% | +1,525 | New |
| Whittier Trust Co of Nevada Inc | 1,326 | $13.7K | 0.00% | −471−26.2% | Reduced |
| Glen Eagle Advisors, LLC | 1,285 | $13.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,285 | $13.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,249 | $13.0K | 0.00% | −258−17.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,662 | $12.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,225 | $12.7K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,197 | $12.4K | 0.01% | −11,319−90.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,170 | $12.1K | 0.00% | +1,170 | New |
| Roble, Belko & Company, Inc | 1,177 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,128 | $11.7K | 0.00% | +1,128 | New |
| IMG Wealth Management, Inc. | 1,128 | $11.7K | 0.01% | +1,128 | New |
| Whipplewood Advisors, LLC | 1,120 | $11.6K | 0.01% | +268+31.5% | Added |
| Rosenberg Matthew Hamilton | 1,095 | $11.4K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,017 | $10.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,009 | $10.5K | 0.00% | −53−5.0% | Reduced |
| Dunhill Financial, LLC | 1,007 | $10.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $10.4K | 0.00% | −1,108−52.6% | Reduced |
| Clean Yield Group | 1,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $10.4K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 989 | $10.3K | 0.00% | +989 | New |
| Valley National Advisers Inc | 997 | $10.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 950 | $9.85K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $9.85K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 939 | $9.74K | 0.00% | +939 | New |
| Wolff Wiese Magana LLC | 916 | $9.50K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 898 | $9.31K | 0.00% | +208+30.1% | Added |
| Archer Investment Corp | 887 | $9.20K | 0.00% | +5+0.6% | Added |
| MV Capital Management, Inc. | 804 | $8.34K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 800 | $8.30K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 800 | $8.30K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 798 | $8.28K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 797 | $8.27K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 792 | $8.21K | 0.00% | +385+94.6% | Added |
| North Star Investment Management Corp. | 775 | $8.04K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 766 | $7.94K | 0.00% | +31+4.2% | Added |
| St Germain D J Co Inc | 751 | $7.79K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 732 | $7.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 709 | $7.35K | 0.00% | −138−16.3% | Reduced |
| Toth Financial Advisory Corp | 705 | $7.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 686 | $7.11K | 0.00% | −5,950−89.7% | Reduced |