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 |
|---|---|---|---|---|---|
| Wallace Capital Management Inc. | 49,537 | $444.3K | 0.06% | −20,437−29.2% | Reduced |
| Kathmere Capital Management, LLC | 49,543 | $444.4K | 0.03% | −35,200−41.5% | Reduced |
| Naviter Wealth, LLC | 49,663 | $445.5K | 0.05% | +3,649+7.9% | Added |
| Landscape Capital Management, L.L.C. | 49,724 | $446.0K | 0.03% | +49,724 | New |
| Patrick M Sweeney & Associates, Inc | 49,868 | $447.3K | 0.29% | 00.0% | Unchanged |
| Argent Trust Co | 50,297 | $451.2K | 0.02% | −1,522−2.9% | Reduced |
| Kestra Advisory Services, LLC | 52,013 | $466.6K | 0.00% | −7,964−13.3% | Reduced |
| HighPoint Advisor Group LLC | 52,293 | $469.1K | 0.02% | +7,836+17.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 52,735 | $477.3K | 0.00% | −533−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,007 | $484.0K | 0.00% | +7,947+17.3% | Added |
| Tempus Wealth Planning, LLC | 54,313 | $487.2K | 0.11% | +1,044+2.0% | Added |
| Ronald Blue Trust, Inc. | 55,000 | $493.3K | 0.01% | +2,904+5.6% | Added |
| Rhumbline Advisers | 55,081 | $494.1K | 0.00% | −1,544−2.7% | Reduced |
| Alliancebernstein L.P. | 56,804 | $509.5K | 0.00% | −64,577−53.2% | Reduced |
| Stonegate Investment Group, LLC | 57,125 | $512.4K | 0.01% | +6,290+12.4% | Added |
| Vise Technologies, Inc. | 57,275 | $513.8K | 0.02% | −11,483−16.7% | Reduced |
| Centiva Capital, LP | 57,355 | $514.5K | 0.05% | +57,355 | New |
| CAPROCK Group, Inc. | 52,181 | $514.5K | 0.01% | +52,181 | New |
| WCG Wealth Advisors LLC | 57,428 | $515.1K | 0.03% | +5,351+10.3% | Added |
| Wetherby Asset Management Inc | 58,439 | $524.2K | 0.02% | −13,682−19.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 62,295 | $558.8K | 0.00% | −28,314−31.2% | Reduced |
| AIMZ Investment Advisors, LLC | 63,128 | $566.3K | 0.18% | −1,429−2.2% | Reduced |
| Fiduciary Trust Co | 65,113 | $584.1K | 0.01% | +1,642+2.6% | Added |
| GWM Advisors LLC | 65,175 | $584.6K | 0.00% | +660+1.0% | Added |
| Lester Murray Antman dba SimplyRich | 66,049 | $592.0K | 0.16% | +2,783+4.4% | Added |
| Cambiar Investors LLC | 66,003 | $592.0K | 0.03% | −1,229,351−94.9% | Reduced |
| Ieq Capital, LLC | 66,207 | $593.9K | 0.00% | +27,989+73.2% | Added |
| Axxcess Wealth Management, LLC | 66,269 | $594.4K | 0.01% | +9,628+17.0% | Added |
| Legacy Wealth Asset Management, LLC | 67,025 | $601.2K | 0.15% | −84−0.1% | Reduced |
| Kahn Brothers Group Inc | 68,027 | $610.2K | 0.11% | −50,410−42.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 68,712 | $616.3K | 0.01% | −79,481−53.6% | Reduced |
| One Wealth Advisors, LLC | 69,252 | $621.2K | 0.08% | −15,986−18.8% | Reduced |
| Glenmede Investment Management, LP | 69,864 | $626.7K | 0.00% | −5,765−7.6% | Reduced |
| Skopos Labs, Inc. | 60,978 | $632.9K | 0.09% | +608+1.0% | Added |
| We Are One Seven, LLC | 70,950 | $636.4K | 0.01% | +5,589+8.6% | Added |
| Torrey Growth & Income Advisors | 71,695 | $643.1K | 0.19% | +71,695 | New |
| Future Fund LLC | 72,497 | $650.3K | 0.23% | +14,490+25.0% | Added |
| Baker Tilly Wealth Management, LLC | 72,712 | $652.2K | 0.15% | +6,770+10.3% | Added |
| Syon Capital LLC | 73,101 | $655.7K | 0.04% | +2,292+3.2% | Added |
| Guggenheim Capital LLC | 74,539 | $668.6K | 0.00% | +8,215+12.4% | Added |
| M&T Bank Corp | 75,179 | $674.9K | 0.00% | −3,897−4.9% | Reduced |
| Tweedy, Browne Co LLC | 76,668 | $687.7K | 0.06% | −138−0.2% | Reduced |
| Brown Advisory Inc | 77,886 | $698.6K | 0.00% | +4,092+5.5% | Added |
| Ritholtz Wealth Management | 78,287 | $702.2K | 0.01% | +12,070+18.2% | Added |
| Heritage Family Offices, LLP | 78,593 | $705.0K | 0.33% | −3,319−4.1% | Reduced |
| XTX Topco Ltd | 79,046 | $709.0K | 0.04% | −229,778−74.4% | Reduced |
| Aquatic Capital Management LLC | 79,342 | $711.7K | 0.01% | +79,342 | New |
| NewEdge Wealth, LLC | 77,238 | $719.1K | 0.01% | +12,878+20.0% | Added |
| Arkadios Wealth Advisors | 80,784 | $724.6K | 0.02% | +3,159+4.1% | Added |
| Virtu Financial LLC | 81,278 | $729.0K | 0.04% | +53,540+193.0% | Added |
| Cohen Klingenstein LLC | 81,613 | $732.1K | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 88,363 | $787.0K | 0.04% | +65,255+282.4% | Added |
| Entropy Technologies, LP | 91,134 | $817.5K | 0.06% | −356,610−79.6% | Reduced |
| Sequoia Financial Advisors, LLC | 93,526 | $835.8K | 0.01% | −2,466−2.6% | Reduced |
| Confluence Investment Management LLC | 93,631 | $839.9K | 0.01% | +9,218+10.9% | Added |
| Ethic Inc. | 94,949 | $851.7K | 0.01% | +4,056+4.5% | Added |
| Evergreen Capital Management LLC | 95,252 | $854.4K | 0.02% | +32,722+52.3% | Added |
| Natural Investments, LLC | 96,973 | $869.0K | 0.22% | +732+0.8% | Added |
| Stephens Inc | 97,734 | $876.7K | 0.01% | +6,544+7.2% | Added |
| Calamos Advisors LLC | 98,065 | $879.6K | 0.00% | 00.0% | Unchanged |
| Canal Insurance CO | 100,000 | $897.0K | 0.19% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 100,000 | $897.0K | 0.07% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 90,805 | $942.0K | 0.11% | −1,364−1.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 110,580 | $975.3K | 0.00% | +5,640+5.4% | Added |
| Quadrant Capital Group LLC | 110,613 | $990.3K | 0.03% | −10,267−8.5% | Reduced |
| CI Private Wealth, LLC | 116,827 | $1.05M | 0.00% | +15,457+15.2% | Added |
| Principal Securities, Inc. | 118,927 | $1.07M | 0.02% | −6,089−4.9% | Reduced |
| Pathstone Holdings, LLC | 119,809 | $1.07M | 0.00% | −7,755−6.1% | Reduced |
| Advisor Group Holdings, Inc. | 116,742 | $1.09M | 0.00% | +9,121+8.5% | Added |
| HB Wealth Management, LLC | 127,724 | $1.15M | 0.01% | −7,072−5.2% | Reduced |
| 1832 Asset Management L.P. | 127,997 | $1.15M | 0.00% | −17,202−11.8% | Reduced |
| Atria Investments LLC | 128,316 | $1.15M | 0.01% | −43,231−25.2% | Reduced |
| Sterling Capital Management LLC | 133,568 | $1.20M | 0.02% | −14,701−9.9% | Reduced |
| Signaturefd, LLC | 134,486 | $1.21M | 0.02% | −13,836−9.3% | Reduced |
| Acadian Asset Management LLC | 135,826 | $1.22M | 0.00% | −5,248,835−97.5% | Reduced |
| Private Advisor Group, LLC | 138,117 | $1.24M | 0.01% | +33,413+31.9% | Added |
| AQR Capital Management LLC | 138,754 | $1.24M | 0.00% | +10,650+8.3% | Added |
| Regions Financial Corp | 143,259 | $1.29M | 0.01% | −16,525−10.3% | Reduced |
| Benjamin Edwards Inc | 144,964 | $1.30M | 0.01% | +44,452+44.2% | Added |
| MML Investors Services, LLC | 151,463 | $1.36M | 0.00% | −16,800−10.0% | Reduced |
| Colony Group, LLC | 154,565 | $1.39M | 0.00% | +72,146+87.5% | Added |
| Cantor Fitzgerald, L. P. | 157,116 | $1.41M | 0.03% | +157,116 | New |
| Nine Masts Capital Ltd | 163,003 | $1.46M | 0.70% | +163,003 | New |
| Park Avenue Securities LLC | 166,051 | $1.49M | 0.01% | −14,036−7.8% | Reduced |
| Pitcairn Co | 178,503 | $1.60M | 0.13% | −100,878−36.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 181,798 | $1.63M | 0.00% | +181,798 | New |
| First Trust Advisors LP | 182,008 | $1.63M | 0.00% | +33,175+22.3% | Added |
| JustInvest LLC | 182,536 | $1.64M | 0.02% | −47,199−20.5% | Reduced |
| Exencial Wealth Advisors, LLC | 191,549 | $1.72M | 0.06% | −9,607−4.8% | Reduced |
| Keybank National Association | 196,731 | $1.76M | 0.01% | −39,727−16.8% | Reduced |
| Commonwealth Equity Services, LLC | 208,315 | $1.87M | 0.00% | −6,299−2.9% | Reduced |
| Horizon Investments, LLC | 208,819 | $1.87M | 0.02% | +208,819 | New |
| Founders Financial Securities LLC | 209,432 | $1.88M | 0.13% | +45,378+27.7% | Added |
| Cetera Investment Advisers | 209,586 | $1.88M | 0.00% | +58,522+38.7% | Added |
| Brinker Capital Investments, LLC | 209,784 | $1.88M | 0.01% | −103,908−33.1% | Reduced |
| Silvercrest Asset Management Group LLC | 211,126 | $1.89M | 0.01% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 222,842 | $2.00M | 0.58% | −808−0.4% | Reduced |
| Davenport & Co LLC | 223,716 | $2.01M | 0.01% | −71,258−24.2% | Reduced |
| HighTower Advisors, LLC | 225,407 | $2.02M | 0.00% | −80,376−26.3% | Reduced |
| Fifth Third Bancorp | 227,648 | $2.04M | 0.01% | −75,763−25.0% | Reduced |