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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 3,789 | $34.0K | 0.00% | −31−0.8% | Reduced |
| Stance Capital LLC | 3,810 | $34.2K | 0.01% | +3,810 | New |
| Hollencrest Capital Management | 3,966 | $35.6K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 4,235 | $37.0K | 0.00% | +665+18.6% | Added |
| Washington Trust Advisors, Inc. | 4,155 | $37.3K | 0.00% | −72−1.7% | Reduced |
| Addison Advisors LLC | 4,499 | $40.4K | 0.01% | −1,432−24.1% | Reduced |
| FIL Ltd | 4,591 | $41.2K | 0.00% | +10+0.2% | Added |
| Wealthspire Advisors, LLC | 4,636 | $41.6K | 0.00% | +4,636 | New |
| Assetmark, Inc | 4,710 | $42.3K | 0.00% | +246+5.5% | Added |
| TruNorth Capital Management, LLC | 5,062 | $45.4K | 0.01% | −300−5.6% | Reduced |
| Hemington Wealth Management | 5,402 | $48.0K | 0.01% | +62+1.2% | Added |
| Cary Street Partners Financial LLC | 5,618 | $50.4K | 0.00% | −1,028−15.5% | Reduced |
| Mather Group, LLC. | 5,826 | $52.3K | 0.00% | +5,826 | New |
| TD Waterhouse Canada Inc. | 5,944 | $53.6K | 0.00% | −1,189−16.7% | Reduced |
| AdvisorNet Financial, Inc | 6,097 | $54.7K | 0.00% | +15+0.2% | Added |
| Caitong International Asset Management Co., Ltd | 6,321 | $56.7K | 0.04% | +5,124+428.1% | Added |
| Clear Street Markets LLC | 6,592 | $59.1K | 0.02% | +6,592 | New |
| Cary Street Partner Investment Advisory LLC | 6,912 | $62.0K | 0.03% | −150−2.1% | Reduced |
| TSFG, LLC | 6,865 | $62.0K | 0.01% | +7+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 7,240 | $64.9K | 0.00% | +494+7.3% | Added |
| Pinnacle Bancorp, Inc. | 7,427 | $66.6K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,469 | $67.0K | 0.00% | −14,553−66.1% | Reduced |
| Golden State Wealth Management, LLC | 7,656 | $68.7K | 0.01% | +4,935+181.4% | Added |
| Central Trust Co | 8,049 | $72.2K | 0.00% | −883−9.9% | Reduced |
| Private Trust Co NA | 8,192 | $73.5K | 0.01% | −602−6.8% | Reduced |
| SRS Capital Advisors, Inc. | 9,302 | $83.4K | 0.00% | +4,916+112.1% | Added |
| Cromwell Holdings LLC | 9,703 | $87.0K | 0.05% | 00.0% | Unchanged |
| Scotia Capital Inc. | 10,072 | $90.3K | 0.00% | −2,125−17.4% | Reduced |
| Pure Financial Advisors, Inc. | 10,087 | $90.5K | 0.00% | +10,087 | New |
| a16z Perennial Management, L.P. | 10,097 | $90.6K | 0.01% | +10,097 | New |
| New Republic Capital, LLC | 10,141 | $91.0K | 0.03% | +10,141 | New |
| Prospera Financial Services Inc | 10,246 | $91.9K | 0.00% | +10,246 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,383 | $93.1K | 0.01% | +10,383 | New |
| May Hill Capital, LLC | 10,431 | $93.6K | 0.03% | +10,431 | New |
| Excalibur Management Corp | 10,439 | $93.6K | 0.03% | −408−3.8% | Reduced |
| Integrated Wealth Concepts LLC | 10,673 | $95.7K | 0.00% | −675−5.9% | Reduced |
| Miracle Mile Advisors, LLC | 10,673 | $95.7K | 0.00% | −1,224−10.3% | Reduced |
| Drive Wealth Management, LLC | 10,808 | $96.9K | 0.02% | −63,709−85.5% | Reduced |
| Sivia Capital Partners, LLC | 10,860 | $97.4K | 0.03% | −131−1.2% | Reduced |
| Park Place Capital Corp | 10,869 | $97.5K | 0.02% | 00.0% | Unchanged |
| Atala Financial Inc | 10,871 | $97.5K | 0.06% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 11,189 | $100.4K | 0.05% | −1,748−13.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,338 | $101.7K | 0.00% | −3,394−23.0% | Reduced |
| Stratos Wealth Partners, LTD. | 11,345 | $101.8K | 0.00% | +11,345 | New |
| Calton & Associates, Inc. | 11,373 | $102.0K | 0.02% | +11,373 | New |
| Sage Mountain Advisors LLC | 11,409 | $102.3K | 0.01% | +824+7.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,440 | $102.6K | 0.00% | +11,440 | New |
| Procyon Private Wealth Partners, LLC | 11,547 | $103.6K | 0.01% | −6,385−35.6% | Reduced |
| Fiduciary Alliance LLC | 11,676 | $104.7K | 0.01% | −19−0.2% | Reduced |
| Lazard Asset Management LLC | 12,000 | $107.6K | 0.00% | 00.0% | Unchanged |
| Old Port Advisors | 12,022 | $107.8K | 0.03% | −995−7.6% | Reduced |
| Marotta Asset Management | 12,094 | $109.0K | 0.02% | −797−6.2% | Reduced |
| Hancock Whitney Corp | 12,247 | $109.9K | 0.00% | +83+0.7% | Added |
| Umb Bank N A | 12,427 | $111.5K | 0.00% | −4,163−25.1% | Reduced |
| Cornerstone Wealth Management, LLC | 12,468 | $111.8K | 0.01% | −413−3.2% | Reduced |
| Ballew Advisors, Inc | 12,411 | $113.8K | 0.06% | −455−3.5% | Reduced |
| Global Retirement Partners, LLC | 12,746 | $114.3K | 0.00% | −3,231−20.2% | Reduced |
| Brown Brothers Harriman & Co | 12,785 | $114.7K | 0.00% | +3,577+38.8% | Added |
| Gabelli Funds LLC | 13,000 | $116.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,074 | $117.3K | 0.00% | +3,993+44.0% | Added |
| Rehmann Capital Advisory Group | 13,192 | $118.3K | 0.01% | +395+3.1% | Added |
| Essex Savings Bank | 13,270 | $119.0K | 0.03% | −1,387−9.5% | Reduced |
| Baron Wealth Management LLC | 13,646 | $122.4K | 0.04% | −3,073−18.4% | Reduced |
| Holistic Financial Partners | 13,678 | $122.7K | 0.05% | +554+4.2% | Added |
| Personal Cfo Solutions, LLC | 13,871 | $124.4K | 0.02% | −3,858−21.8% | Reduced |
| Keel Point, LLC | 13,935 | $125.0K | 0.01% | −9,323−40.1% | Reduced |
| West Family Investments, Inc. | 14,049 | $126.0K | 0.03% | −683−4.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,082 | $126.3K | 0.00% | +591+4.4% | Added |
| Kovitz Investment Group Partners, LLC | 14,103 | $126.5K | 0.00% | +2,197+18.5% | Added |
| Seven Mile Advisory | 14,489 | $130.0K | 0.02% | −1,631−10.1% | Reduced |
| Flagship Harbor Advisors, LLC | 14,498 | $130.0K | 0.01% | −850−5.5% | Reduced |
| Archetype Wealth Partners | 14,625 | $131.0K | 0.02% | +14,625 | New |
| Prospect Financial Group LLC | 14,704 | $131.9K | 0.13% | −2,691−15.5% | Reduced |
| Cardiff Park Advisors, LLC | 14,885 | $133.5K | 0.01% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 15,155 | $135.9K | 0.02% | −1,276−7.8% | Reduced |
| IHT Wealth Management, LLC | 15,156 | $136.0K | 0.00% | −1,731−10.3% | Reduced |
| First Affirmative Financial Network | 15,217 | $136.5K | 0.06% | +15,217 | New |
| Concurrent Investment Advisors, LLC | 15,235 | $136.7K | 0.00% | −771−4.8% | Reduced |
| Allworth Financial LP | 15,565 | $136.9K | 0.00% | +2,442+18.6% | Added |
| Checchi Capital Advisers, LLC | 15,385 | $138.0K | 0.01% | +160+1.1% | Added |
| Sage Rhino Capital LLC | 15,551 | $139.5K | 0.03% | +55+0.4% | Added |
| Old National Bancorp | 15,559 | $139.6K | 0.00% | +139+0.9% | Added |
| Ameritas Advisory Services, LLC | 16,120 | $144.6K | 0.01% | +5,874+57.3% | Added |
| Baird Financial Group, Inc. | 16,238 | $145.7K | 0.00% | −2,068−11.3% | Reduced |
| Jain Global LLC | 16,275 | $146.0K | 0.00% | −8,616−34.6% | Reduced |
| Bank of Nova Scotia | 16,334 | $146.5K | 0.00% | +16,334 | New |
| Moors & Cabot, Inc. | 16,334 | $146.5K | 0.01% | −1,702−9.4% | Reduced |
| National Asset Management, Inc. | 16,392 | $147.0K | 0.01% | +304+1.9% | Added |
| Summit Trail Advisors, LLC | 16,542 | $148.4K | 0.00% | +670+4.2% | Added |
| Quotient Wealth Partners, LLC | 16,656 | $149.4K | 0.00% | +502+3.1% | Added |
| Sanders Morris Harris LLC | 16,700 | $149.8K | 0.02% | +16,700 | New |
| Greenleaf Trust | 17,028 | $152.7K | 0.00% | −217−1.3% | Reduced |
| Yoffe Investment Management, LLC | 17,073 | $153.1K | 0.20% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 19,888 | $153.5K | 0.09% | 00.0% | Unchanged |
| Meyer Handelman Co | 17,169 | $154.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 17,356 | $155.7K | 0.00% | −552−3.1% | Reduced |
| National Bank of Canada | 17,385 | $155.9K | 0.00% | +1,099+6.7% | Added |
| Advisory Services Network, LLC | 17,431 | $156.4K | 0.00% | +1,155+7.1% | Added |
| Riverbridge Partners LLC | 17,477 | $156.8K | 0.00% | −4,385−20.1% | Reduced |
| LGT Group Foundation | 17,673 | $159.2K | 0.00% | −299−1.7% | Reduced |