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, Q3 2025
Institutional positions in Haleon plc as of Sep 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
- 600
- −18 vs. Q2 2025
- Shares held
- 549.2M
- −26.9M (−4.7%) vs. Q2 2025
- Total value
- $4.93B
- −$1.05B (−17.5%) vs. Q2 2025
- New holders
- 69
- 160 more added
- Sold out
- 87
- 241 more reduced
9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 500 | $4.49K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 500 | $4.49K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 513 | $4.60K | 0.00% | −28−5.2% | Reduced |
| Colonial Trust Advisors | 519 | $4.66K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 587 | $5.26K | 0.00% | −311−34.6% | Reduced |
| Park Circle Co | 600 | $5.38K | 0.00% | −400−40.0% | Reduced |
| Bogart Wealth, LLC | 608 | $5.45K | 0.00% | −101−14.2% | Reduced |
| True Wealth Design, LLC | 623 | $5.59K | 0.00% | +510+451.3% | Added |
| Financial Perspectives, Inc | 628 | $5.63K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $5.71K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 647 | $5.80K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 650 | $5.83K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 651 | $5.84K | 0.00% | −100−13.3% | Reduced |
| Financial Connections Group, Inc. | 741 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 676 | $6.06K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 681 | $6.11K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 682 | $6.12K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 700 | $6.28K | 0.00% | +700 | New |
| Toth Financial Advisory Corp | 705 | $6.32K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 730 | $6.55K | 0.00% | −520−41.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 737 | $6.61K | 0.00% | +737 | New |
| NBC Securities, Inc. | 755 | $6.77K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 767 | $6.88K | 0.00% | +1+0.1% | Added |
| Ancora Advisors, LLC | 798 | $7.16K | 0.00% | −775−49.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 798 | $7.16K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 800 | $7.18K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 804 | $7.21K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 808 | $7.25K | 0.00% | +808 | New |
| Zions Bancorporation, National Association | 809 | $7.26K | 0.00% | +12+1.5% | Added |
| Westside Investment Management, Inc. | 818 | $7.37K | 0.00% | +818 | New |
| Deutsche Bank AG | 850 | $7.63K | 0.00% | −2,331−73.3% | Reduced |
| Harbour Investments, Inc. | 871 | $7.81K | 0.00% | +185+27.0% | Added |
| Transamerica Financial Advisors, Inc. | 879 | $7.88K | 0.00% | +879 | New |
| Archer Investment Corp | 890 | $7.99K | 0.00% | +3+0.3% | Added |
| CNB Bank | 910 | $8.16K | 0.00% | +910 | New |
| Wolff Wiese Magana LLC | 916 | $8.22K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 920 | $8.25K | 0.00% | +920 | New |
| Fairman Group, LLC | 927 | $8.31K | 0.01% | +902+3,608.0% | Added |
| Princeton Global Asset Management LLC | 950 | $8.52K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 971 | $8.71K | 0.00% | +971 | New |
| MTM Investment Management, LLC | 989 | $8.87K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $8.90K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,000 | $8.97K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,040 | $9.00K | 0.00% | −1,332−56.2% | Reduced |
| CX Institutional | 990 | $9.00K | 0.00% | −494−33.3% | Reduced |
| Dunhill Financial, LLC | 1,007 | $9.03K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,009 | $9.05K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,017 | $9.12K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,039 | $9.32K | 0.00% | −3,602−77.6% | Reduced |
| Key Financial Inc | 1,064 | $9.59K | 0.00% | +64+6.4% | Added |
| Rosenberg Matthew Hamilton | 1,095 | $9.82K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,099 | $9.86K | 0.00% | +435+65.5% | Added |
| IMG Wealth Management, Inc. | 1,128 | $10.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,183 | $10.6K | 0.00% | +408+52.6% | Added |
| Tortoise Investment Management, LLC | 1,200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,177 | $11.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,230 | $11.0K | 0.00% | −550−30.9% | Reduced |
| Armstrong Advisory Group, Inc | 1,662 | $11.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,285 | $11.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,315 | $11.8K | 0.00% | +66+5.3% | Added |
| Strategic Wealth Partners, Ltd. | 1,315 | $11.8K | 0.00% | −1,250−48.7% | Reduced |
| Parkside Financial Bank & Trust | 1,414 | $12.7K | 0.00% | −810−36.4% | Reduced |
| Coston, McIsaac & Partners | 1,487 | $13.0K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1,466 | $13.0K | 0.01% | +1,466 | New |
| Foster Dykema Cabot & Partners, LLC | 1,451 | $13.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,548 | $13.9K | 0.00% | +1,548 | New |
| LRI Investments, LLC | 1,577 | $14.1K | 0.00% | −268−14.5% | Reduced |
| Atlantic Trust, LLC | 1,593 | $14.3K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,600 | $14.4K | 0.00% | −36−2.2% | Reduced |
| Salomon & Ludwin, LLC | 1,608 | $14.4K | 0.00% | +1,387+627.6% | Added |
| Sound Income Strategies, LLC | 1,644 | $14.8K | 0.00% | −3−0.2% | Reduced |
| West Branch Capital LLC | 1,714 | $15.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,705 | $15.6K | 0.00% | +940+122.9% | Added |
| Larson Financial Group LLC | 1,759 | $15.8K | 0.00% | −2,256−56.2% | Reduced |
| HM Payson & Co | 1,810 | $16.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,831 | $16.4K | 0.00% | −42−2.2% | Reduced |
| Smithfield Trust Co | 1,994 | $17.0K | 0.00% | −1,490−42.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,997 | $17.9K | 0.00% | +1,997 | New |
| BOK Financial Private Wealth, Inc. | 2,000 | $17.9K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 2,003 | $18.0K | 0.01% | +13+0.7% | Added |
| Macquarie Group Ltd | 2,061 | $18.0K | 0.00% | +296+16.8% | Added |
| Montag A & Associates Inc | 2,102 | $18.9K | 0.00% | +102+5.1% | Added |
| Eastern Bank | 2,235 | $20.0K | 0.00% | +950+73.9% | Added |
| Bartlett & Co. Wealth Management LLC | 2,326 | $20.9K | 0.00% | −612−20.8% | Reduced |
| Pin Oak Investment Advisors Inc | 2,381 | $21.4K | 0.02% | −609−20.4% | Reduced |
| Salem Investment Counselors Inc | 2,411 | $21.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,575 | $23.1K | 0.00% | +1,136+78.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,725 | $24.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 2,758 | $24.7K | 0.01% | −40−1.4% | Reduced |
| Ransom Advisory, Ltd | 3,000 | $26.9K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,009 | $27.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,030 | $27.2K | 0.00% | −579−16.0% | Reduced |
| SOA Wealth Advisors, LLC. | 3,105 | $27.9K | 0.00% | +1,170+60.5% | Added |
| IFP Advisors, Inc | 3,192 | $28.6K | 0.00% | −886−21.7% | Reduced |
| Hilltop National Bank | 3,229 | $29.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,276 | $29.4K | 0.01% | +2,051+167.4% | Added |
| GW&K Investment Management, LLC | 3,500 | $31.0K | 0.00% | −6−0.2% | Reduced |
| Barrett & Company, Inc. | 3,500 | $31.4K | 0.01% | +5+0.1% | Added |
| Trust Co of Toledo NA | 3,575 | $32.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,697 | $33.2K | 0.00% | +2,758+293.7% | Added |