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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 765 | $7.10K | 0.00% | +53+7.4% | Added |
| Piscataqua Savings Bank | 682 | $7.07K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 681 | $7.06K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 676 | $7.01K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 755 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 741 | $7.00K | 0.00% | −100−11.9% | Reduced |
| CoreCap Advisors, LLC | 664 | $6.89K | 0.00% | −658−49.8% | Reduced |
| Cape Investment Advisory, Inc. | 650 | $6.74K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 650 | $6.74K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 647 | $6.71K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $6.60K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 628 | $6.51K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 627 | $6.51K | 0.00% | −767−55.0% | Reduced |
| Kestra Investment Management, LLC | 599 | $6.16K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 576 | $5.97K | 0.00% | +576 | New |
| Bare Financial Services, Inc | 541 | $5.61K | 0.00% | +541 | New |
| South State Corp. | 520 | $5.39K | 0.00% | +520 | New |
| Colonial Trust Advisors | 519 | $5.38K | 0.00% | −200−27.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 523 | $5.38K | 0.00% | +523 | New |
| Old Point Trust & Financial Services N A | 500 | $5.18K | 0.00% | −336−40.2% | Reduced |
| Optimum Investment Advisors | 500 | $5.18K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 500 | $5.18K | 0.00% | +500 | New |
| NewSquare Capital LLC | 485 | $5.03K | 0.00% | +267+122.5% | Added |
| Briaud Financial Planning, Inc | 508 | $5.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 480 | $4.98K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 505 | $4.82K | 0.00% | +150+42.3% | Added |
| Farmers & Merchants Investments Inc | 458 | $4.75K | 0.00% | +458 | New |
| Centricity Wealth Management, LLC | 450 | $4.67K | 0.00% | +5+1.1% | Added |
| Ridgewood Investments LLC | 429 | $4.45K | 0.00% | −531−55.3% | Reduced |
| Country Trust Bank | 425 | $4.41K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 400 | $4.15K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 400 | $4.15K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $4.15K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 396 | $4.11K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 393 | $4.08K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 375 | $3.89K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,889 | $3.89K | 0.00% | +3,514+937.1% | Added |
| Plante Moran Financial Advisors, LLC | 373 | $3.87K | 0.00% | 00.0% | Unchanged |
| Motco | 408 | $3.85K | 0.00% | +100+32.5% | Added |
| Raffa Wealth Management, LLC | 368 | $3.82K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 361 | $3.74K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 348 | $3.61K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 342 | $3.54K | 0.00% | +204+147.8% | Added |
| HighMark Wealth Management LLC | 340 | $3.52K | 0.00% | +2+0.6% | Added |
| Mascoma Wealth Management LLC | 326 | $3.38K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 318 | $3.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 309 | $3.20K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $3.11K | 0.00% | −117−28.1% | Reduced |
| Nisa Investment Advisors, LLC | 300 | $3.11K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $3.11K | 0.00% | +300 | New |
| CGC Financial Services, LLC | 293 | $3.04K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 291 | $3.02K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 248 | $3.00K | 0.00% | +3+1.2% | Added |
| Bullock Wealth Management Group | 283 | $2.93K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 282 | $2.92K | 0.00% | +152+116.9% | Added |
| Bell Investment Advisors, Inc | 271 | $2.81K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 271 | $2.81K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 229 | $2.38K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 221 | $2.29K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 221 | $2.27K | 0.00% | +33+17.6% | Added |
| Stephens Consulting, LLC | 215 | $2.23K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 210 | $2.18K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 200 | $2.07K | 0.00% | +200 | New |
| Chesapeake Asset Management LLC | 190 | $1.97K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 175 | $1.82K | 0.00% | +175 | New |
| Aventura Private Wealth, LLC | 172 | $1.78K | 0.00% | +172 | New |
| Bank & Trust Co | 163 | $1.69K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 150 | $1.56K | 0.00% | −490−76.6% | Reduced |
| Pacific Center for Financial Services | 144 | $1.49K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 138 | $1.43K | 0.00% | +138 | New |
| Riggs Asset Managment Co. Inc. | 137 | $1.42K | 0.00% | +137 | New |
| Highline Wealth Partners LLC | 135 | $1.40K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 133 | $1.38K | 0.00% | +133 | New |
| FSA Wealth Management LLC | 128 | $1.33K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 126 | $1.31K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 125 | $1.30K | 0.00% | −500−80.0% | Reduced |
| CVA Family Office, LLC | 125 | $1.30K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 123 | $1.28K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 123 | $1.28K | 0.00% | +123 | New |
| Exchange Traded Concepts, LLC | 116 | $1.20K | 0.00% | +116 | New |
| Nalls Sherbakoff Group, LLC | 113 | $1.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 113 | $1.17K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 112 | $1.16K | 0.00% | +112 | New |
| Medallion Wealth Advisors, LLC | 110 | $1.14K | 0.00% | −175−61.4% | Reduced |
| Logan Capital Management Inc | 101 | $1.05K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 101 | $1.05K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $1.04K | 0.00% | +100 | New |
| Avion Wealth | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 95 | $985 | 0.00% | +95 | New |
| Hoey Investments, Inc | 85 | $882 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 81 | $840 | 0.00% | +81 | New |
| IMA Wealth, Inc. | 78 | $809 | 0.00% | 00.0% | Unchanged |