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 |
|---|---|---|---|---|---|
| Optas, LLC | 17,867 | $160.3K | 0.03% | −3,470−16.3% | Reduced |
| CIBC Private Wealth Group, LLC | 17,906 | $160.6K | 0.00% | +9,773+120.2% | Added |
| Golden State Equity Partners | 18,085 | $162.2K | 0.03% | +2,499+16.0% | Added |
| MAI Capital Management | 18,151 | $162.8K | 0.00% | −2,805−13.4% | Reduced |
| Beacon Pointe Advisors, LLC | 18,394 | $165.0K | 0.00% | +5,001+37.3% | Added |
| Northwestern Mutual Wealth Management Co | 18,482 | $165.8K | 0.00% | −2,196−10.6% | Reduced |
| PDS Planning, Inc | 18,518 | $166.1K | 0.01% | −6,923−27.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,784 | $168.5K | 0.01% | −63,649−77.2% | Reduced |
| Brighton Jones LLC | 18,836 | $169.0K | 0.00% | +2,711+16.8% | Added |
| Level Four Advisory Services, LLC | 18,850 | $169.1K | 0.01% | −54−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 18,991 | $170.3K | 0.00% | +7,927+71.6% | Added |
| Legacy Financial Advisors, Inc. | 19,039 | $170.8K | 0.02% | +19,039 | New |
| Country Club Bank | 19,621 | $173.4K | 0.01% | +4,152+26.8% | Added |
| Greenwich Wealth Management LLC | 19,546 | $175.0K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 19,724 | $176.9K | 0.14% | +1,700+9.4% | Added |
| AE Wealth Management LLC | 20,196 | $181.2K | 0.00% | −195−1.0% | Reduced |
| Versant Capital Management, Inc | 20,687 | $185.6K | 0.03% | −15,884−43.4% | Reduced |
| Seeds Investor LLC | 20,700 | $185.7K | 0.04% | −2,184−9.5% | Reduced |
| Ariston Services Group | 20,721 | $185.9K | 0.11% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 20,937 | $187.8K | 0.01% | +19,809+1,756.1% | Added |
| PFG Investments, LLC | 21,140 | $189.6K | 0.01% | −528−2.4% | Reduced |
| Resources Investment Advisors, LLC. | 21,162 | $189.8K | 0.00% | −4,370−17.1% | Reduced |
| Apollon Wealth Management, LLC | 21,329 | $191.3K | 0.00% | −981−4.4% | Reduced |
| TD Private Client Wealth LLC | 21,460 | $192.5K | 0.00% | −5,065−19.1% | Reduced |
| Bailard, Inc. | 21,520 | $193.0K | 0.00% | +50+0.2% | Added |
| CWM, LLC | 21,665 | $194.0K | 0.00% | −1,229−5.4% | Reduced |
| Bessemer Group Inc | 22,267 | $199.0K | 0.00% | +641+3.0% | Added |
| Diversified Trust Co | 22,279 | $199.8K | 0.00% | +6,184+38.4% | Added |
| Independent Advisor Alliance | 22,287 | $199.9K | 0.01% | −6,938−23.7% | Reduced |
| Ballentine Partners, LLC | 22,358 | $200.6K | 0.00% | −11,777−34.5% | Reduced |
| Parallel Advisors, LLC | 22,370 | $200.7K | 0.00% | −3,882−14.8% | Reduced |
| Trust Point Inc. | 22,627 | $203.0K | 0.02% | +22,627 | New |
| Fielder Capital Group LLC | 22,810 | $204.6K | 0.05% | 00.0% | Unchanged |
| Choate Investment Advisors | 22,940 | $205.8K | 0.00% | −503−2.1% | Reduced |
| Valeo Financial Advisors, LLC | 23,015 | $206.4K | 0.00% | −1,601−6.5% | Reduced |
| GAMMA Investing LLC | 23,375 | $209.7K | 0.01% | −26−0.1% | Reduced |
| Resonant Capital Advisors, LLC | 23,449 | $210.3K | 0.01% | −5,983−20.3% | Reduced |
| Thrivent Financial for Lutherans | 23,638 | $212.0K | 0.00% | −312−1.3% | Reduced |
| Oppenheimer & Co Inc | 23,644 | $212.1K | 0.00% | −267−1.1% | Reduced |
| Snowden Capital Advisors LLC | 23,980 | $215.1K | 0.01% | −13,539−36.1% | Reduced |
| First Horizon Corp | 24,081 | $216.0K | 0.01% | +24,081 | New |
| Clearstead Advisors, LLC | 24,441 | $219.2K | 0.00% | −1,129−4.4% | Reduced |
| Haverford Trust Co | 24,454 | $219.4K | 0.00% | −644−2.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,607 | $220.7K | 0.01% | −4,982−16.8% | Reduced |
| D.A. Davidson & Co. | 24,707 | $221.6K | 0.00% | −364−1.5% | Reduced |
| Laird Norton Trust Company, LLC | 24,951 | $223.8K | 0.04% | −14,091−36.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 25,691 | $227.5K | 0.00% | −5,732−18.2% | Reduced |
| EverSource Wealth Advisors, LLC | 26,541 | $238.1K | 0.01% | −19,893−42.8% | Reduced |
| Seed Wealth Management, Inc. | 26,580 | $238.4K | 0.16% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 26,602 | $238.6K | 0.13% | +1,170+4.6% | Added |
| Mesirow Financial Investment Management, Inc. | 26,676 | $239.3K | 0.00% | +2,379+9.8% | Added |
| Chilton Investment Co LLC | 27,000 | $242.2K | 0.00% | +27,000 | New |
| Aaron Wealth Advisors | 27,300 | $244.9K | 0.01% | −8,623−24.0% | Reduced |
| Highland Capital Management, LLC | 27,305 | $244.9K | 0.01% | +2,650+10.7% | Added |
| Ingalls & Snyder LLC | 27,389 | $246.0K | 0.01% | −1,190−4.2% | Reduced |
| Savant Capital, LLC | 27,582 | $247.4K | 0.00% | −49,383−64.2% | Reduced |
| King Luther Capital Management Corp | 28,292 | $253.8K | 0.00% | +1,204+4.4% | Added |
| Frank, Rimerman Advisors LLC | 28,551 | $256.1K | 0.02% | +28,551 | New |
| SG Americas Securities, LLC | 28,629 | $257.0K | 0.00% | −9,946−25.8% | Reduced |
| Smartleaf Asset Management LLC | 29,449 | $260.3K | 0.02% | +1,502+5.4% | Added |
| Lafayette Investments, Inc. | 29,104 | $261.1K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 29,370 | $263.5K | 0.00% | −2,396−7.5% | Reduced |
| Defined Wealth Management, LLC | 29,385 | $263.6K | 0.15% | −99−0.3% | Reduced |
| Aigen Investment Management, LP | 31,395 | $281.6K | 0.04% | +31,395 | New |
| Marks Group Wealth Management, Inc | 32,038 | $287.4K | 0.03% | −8,767−21.5% | Reduced |
| R Squared Ltd | 32,055 | $287.5K | 0.12% | +32,055 | New |
| Forum Financial Management, LP | 32,156 | $288.4K | 0.00% | +1,527+5.0% | Added |
| Insigneo Advisory Services, LLC | 32,219 | $289.0K | 0.02% | −524−1.6% | Reduced |
| Transcend Wealth Collective, LLC | 32,751 | $293.8K | 0.02% | +9,322+39.8% | Added |
| Warren Averett Asset Management, LLC | 32,822 | $294.4K | 0.00% | +1,407+4.5% | Added |
| Ascent Group, LLC | 33,218 | $298.0K | 0.01% | −99,875−75.0% | Reduced |
| Equitable Holdings, Inc. | 33,275 | $298.5K | 0.00% | +320+1.0% | Added |
| Atomi Financial Group, Inc. | 33,946 | $304.5K | 0.01% | −1,330−3.8% | Reduced |
| United Capital Financial Advisers, LLC | 34,099 | $305.9K | 0.00% | −5,196−13.2% | Reduced |
| Susquehanna International Group, LLP | 34,215 | $306.9K | 0.00% | −65,721−65.8% | Reduced |
| StoneX Group Inc. | 34,823 | $312.4K | 0.01% | +34,823 | New |
| Aspen Grove Capital, LLC | 35,744 | $320.6K | 0.05% | −20,483−36.4% | Reduced |
| SBI Securities Co., Ltd. | 36,182 | $324.6K | 0.01% | −567−1.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 36,184 | $324.6K | 0.07% | +4,932+15.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 36,358 | $326.1K | 0.01% | −4,905−11.9% | Reduced |
| MQS Management LLC | 37,735 | $338.5K | 0.20% | +37,735 | New |
| Auxier Asset Management | 37,974 | $340.6K | 0.05% | −475−1.2% | Reduced |
| Merit Financial Group, LLC | 38,159 | $342.3K | 0.00% | −46,539−54.9% | Reduced |
| Fortress Private Ledger, LLC | 39,498 | $354.3K | 0.13% | +10,712+37.2% | Added |
| Blueshift Asset Management, LLC | 40,234 | $360.9K | 0.11% | +40,234 | New |
| Steward Partners Investment Advisory, LLC | 42,183 | $378.4K | 0.00% | +9,270+28.2% | Added |
| Peapack Gladstone Financial Corp | 42,491 | $381.0K | 0.00% | −5,552−11.6% | Reduced |
| Simplicity Wealth,LLC | 42,864 | $384.5K | 0.02% | +918+2.2% | Added |
| Central Pacific Bank - Trust Division | 44,240 | $396.8K | 0.05% | −5,200−10.5% | Reduced |
| Summitry LLC | 44,470 | $398.9K | 0.02% | −11,286−20.2% | Reduced |
| Yousif Capital Management, LLC | 45,494 | $408.1K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 45,751 | $410.4K | 0.01% | −11,227−19.7% | Reduced |
| AlphaCore Capital LLC | 46,615 | $418.1K | 0.01% | +20,111+75.9% | Added |
| Martin Investment Management, LLC | 46,775 | $419.6K | 0.11% | +1,000+2.2% | Added |
| WealthTrust Axiom LLC | 47,286 | $424.2K | 0.11% | −612−1.3% | Reduced |
| Blair William & Co | 47,834 | $429.1K | 0.00% | +2,614+5.8% | Added |
| Cardinal Capital Management | 48,085 | $431.3K | 0.06% | +1,116+2.4% | Added |
| Brevan Howard Capital Management LP | 48,439 | $434.5K | 0.01% | +48,439 | New |
| Lido Advisors, LLC | 48,898 | $438.6K | 0.00% | −15,336−23.9% | Reduced |
| Quantbot Technologies LP | 49,067 | $440.1K | 0.01% | −88,712−64.4% | Reduced |