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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 225,407 | $2.02M | 0.00% | −80,376−26.3% | Reduced |
| Davenport & Co LLC | 223,716 | $2.01M | 0.01% | −71,258−24.2% | Reduced |
| Keystone Financial Planning, Inc. | 222,842 | $2.00M | 0.58% | −808−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 211,126 | $1.89M | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 209,784 | $1.88M | 0.01% | −103,908−33.1% | Reduced |
| Cetera Investment Advisers | 209,586 | $1.88M | 0.00% | +58,522+38.7% | Added |
| Founders Financial Securities LLC | 209,432 | $1.88M | 0.13% | +45,378+27.7% | Added |
| Horizon Investments, LLC | 208,819 | $1.87M | 0.02% | +208,819 | New |
| Commonwealth Equity Services, LLC | 208,315 | $1.87M | 0.00% | −6,299−2.9% | Reduced |
| Keybank National Association | 196,731 | $1.76M | 0.01% | −39,727−16.8% | Reduced |
| Exencial Wealth Advisors, LLC | 191,549 | $1.72M | 0.06% | −9,607−4.8% | Reduced |
| JustInvest LLC | 182,536 | $1.64M | 0.02% | −47,199−20.5% | Reduced |
| First Trust Advisors LP | 182,008 | $1.63M | 0.00% | +33,175+22.3% | Added |
| Arrowstreet Capital, Limited Partnership | 181,798 | $1.63M | 0.00% | +181,798 | New |
| Pitcairn Co | 178,503 | $1.60M | 0.13% | −100,878−36.1% | Reduced |
| Park Avenue Securities LLC | 166,051 | $1.49M | 0.01% | −14,036−7.8% | Reduced |
| Nine Masts Capital Ltd | 163,003 | $1.46M | 0.70% | +163,003 | New |
| Cantor Fitzgerald, L. P. | 157,116 | $1.41M | 0.03% | +157,116 | New |
| Colony Group, LLC | 154,565 | $1.39M | 0.00% | +72,146+87.5% | Added |
| MML Investors Services, LLC | 151,463 | $1.36M | 0.00% | −16,800−10.0% | Reduced |
| Benjamin Edwards Inc | 144,964 | $1.30M | 0.01% | +44,452+44.2% | Added |
| Regions Financial Corp | 143,259 | $1.29M | 0.01% | −16,525−10.3% | Reduced |
| AQR Capital Management LLC | 138,754 | $1.24M | 0.00% | +10,650+8.3% | Added |
| Private Advisor Group, LLC | 138,117 | $1.24M | 0.01% | +33,413+31.9% | Added |
| Acadian Asset Management LLC | 135,826 | $1.22M | 0.00% | −5,248,835−97.5% | Reduced |
| Signaturefd, LLC | 134,486 | $1.21M | 0.02% | −13,836−9.3% | Reduced |
| Sterling Capital Management LLC | 133,568 | $1.20M | 0.02% | −14,701−9.9% | Reduced |
| Atria Investments LLC | 128,316 | $1.15M | 0.01% | −43,231−25.2% | Reduced |
| 1832 Asset Management L.P. | 127,997 | $1.15M | 0.00% | −17,202−11.8% | Reduced |
| HB Wealth Management, LLC | 127,724 | $1.15M | 0.01% | −7,072−5.2% | Reduced |
| Advisor Group Holdings, Inc. | 116,742 | $1.09M | 0.00% | +9,121+8.5% | Added |
| Pathstone Holdings, LLC | 119,809 | $1.07M | 0.00% | −7,755−6.1% | Reduced |
| Principal Securities, Inc. | 118,927 | $1.07M | 0.02% | −6,089−4.9% | Reduced |
| CI Private Wealth, LLC | 116,827 | $1.05M | 0.00% | +15,457+15.2% | Added |
| Quadrant Capital Group LLC | 110,613 | $990.3K | 0.03% | −10,267−8.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 110,580 | $975.3K | 0.00% | +5,640+5.4% | Added |
| Euro Pacific Asset Management, LLC | 90,805 | $942.0K | 0.11% | −1,364−1.5% | Reduced |
| 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 |
| Calamos Advisors LLC | 98,065 | $879.6K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 97,734 | $876.7K | 0.01% | +6,544+7.2% | Added |
| Natural Investments, LLC | 96,973 | $869.0K | 0.22% | +732+0.8% | Added |
| Evergreen Capital Management LLC | 95,252 | $854.4K | 0.02% | +32,722+52.3% | Added |
| Ethic Inc. | 94,949 | $851.7K | 0.01% | +4,056+4.5% | Added |
| Confluence Investment Management LLC | 93,631 | $839.9K | 0.01% | +9,218+10.9% | Added |
| Sequoia Financial Advisors, LLC | 93,526 | $835.8K | 0.01% | −2,466−2.6% | Reduced |
| Entropy Technologies, LP | 91,134 | $817.5K | 0.06% | −356,610−79.6% | Reduced |
| DRW Securities, LLC | 88,363 | $787.0K | 0.04% | +65,255+282.4% | Added |
| Cohen Klingenstein LLC | 81,613 | $732.1K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 81,278 | $729.0K | 0.04% | +53,540+193.0% | Added |
| Arkadios Wealth Advisors | 80,784 | $724.6K | 0.02% | +3,159+4.1% | Added |
| NewEdge Wealth, LLC | 77,238 | $719.1K | 0.01% | +12,878+20.0% | Added |
| Aquatic Capital Management LLC | 79,342 | $711.7K | 0.01% | +79,342 | New |
| XTX Topco Ltd | 79,046 | $709.0K | 0.04% | −229,778−74.4% | Reduced |
| Heritage Family Offices, LLP | 78,593 | $705.0K | 0.33% | −3,319−4.1% | Reduced |
| Ritholtz Wealth Management | 78,287 | $702.2K | 0.01% | +12,070+18.2% | Added |
| Brown Advisory Inc | 77,886 | $698.6K | 0.00% | +4,092+5.5% | Added |
| Tweedy, Browne Co LLC | 76,668 | $687.7K | 0.06% | −138−0.2% | Reduced |
| M&T Bank Corp | 75,179 | $674.9K | 0.00% | −3,897−4.9% | Reduced |
| Guggenheim Capital LLC | 74,539 | $668.6K | 0.00% | +8,215+12.4% | Added |
| Syon Capital LLC | 73,101 | $655.7K | 0.04% | +2,292+3.2% | Added |
| Baker Tilly Wealth Management, LLC | 72,712 | $652.2K | 0.15% | +6,770+10.3% | Added |
| Future Fund LLC | 72,497 | $650.3K | 0.23% | +14,490+25.0% | Added |
| Torrey Growth & Income Advisors | 71,695 | $643.1K | 0.19% | +71,695 | New |
| We Are One Seven, LLC | 70,950 | $636.4K | 0.01% | +5,589+8.6% | Added |
| Skopos Labs, Inc. | 60,978 | $632.9K | 0.09% | +608+1.0% | Added |
| Glenmede Investment Management, LP | 69,864 | $626.7K | 0.00% | −5,765−7.6% | Reduced |
| One Wealth Advisors, LLC | 69,252 | $621.2K | 0.08% | −15,986−18.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 68,712 | $616.3K | 0.01% | −79,481−53.6% | Reduced |
| Kahn Brothers Group Inc | 68,027 | $610.2K | 0.11% | −50,410−42.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 67,025 | $601.2K | 0.15% | −84−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 66,269 | $594.4K | 0.01% | +9,628+17.0% | Added |
| Ieq Capital, LLC | 66,207 | $593.9K | 0.00% | +27,989+73.2% | Added |
| Cambiar Investors LLC | 66,003 | $592.0K | 0.03% | −1,229,351−94.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 66,049 | $592.0K | 0.16% | +2,783+4.4% | Added |
| GWM Advisors LLC | 65,175 | $584.6K | 0.00% | +660+1.0% | Added |
| Fiduciary Trust Co | 65,113 | $584.1K | 0.01% | +1,642+2.6% | Added |
| AIMZ Investment Advisors, LLC | 63,128 | $566.3K | 0.18% | −1,429−2.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 62,295 | $558.8K | 0.00% | −28,314−31.2% | Reduced |
| Wetherby Asset Management Inc | 58,439 | $524.2K | 0.02% | −13,682−19.0% | Reduced |
| WCG Wealth Advisors LLC | 57,428 | $515.1K | 0.03% | +5,351+10.3% | Added |
| CAPROCK Group, Inc. | 52,181 | $514.5K | 0.01% | +52,181 | New |
| Centiva Capital, LP | 57,355 | $514.5K | 0.05% | +57,355 | New |
| Vise Technologies, Inc. | 57,275 | $513.8K | 0.02% | −11,483−16.7% | Reduced |
| Stonegate Investment Group, LLC | 57,125 | $512.4K | 0.01% | +6,290+12.4% | Added |
| Alliancebernstein L.P. | 56,804 | $509.5K | 0.00% | −64,577−53.2% | Reduced |
| Rhumbline Advisers | 55,081 | $494.1K | 0.00% | −1,544−2.7% | Reduced |
| Ronald Blue Trust, Inc. | 55,000 | $493.3K | 0.01% | +2,904+5.6% | Added |
| Tempus Wealth Planning, LLC | 54,313 | $487.2K | 0.11% | +1,044+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,007 | $484.0K | 0.00% | +7,947+17.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 52,735 | $477.3K | 0.00% | −533−1.0% | Reduced |
| HighPoint Advisor Group LLC | 52,293 | $469.1K | 0.02% | +7,836+17.6% | Added |
| Kestra Advisory Services, LLC | 52,013 | $466.6K | 0.00% | −7,964−13.3% | Reduced |
| Argent Trust Co | 50,297 | $451.2K | 0.02% | −1,522−2.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 49,868 | $447.3K | 0.29% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 49,724 | $446.0K | 0.03% | +49,724 | New |
| Naviter Wealth, LLC | 49,663 | $445.5K | 0.05% | +3,649+7.9% | Added |
| Kathmere Capital Management, LLC | 49,543 | $444.4K | 0.03% | −35,200−41.5% | Reduced |
| Wallace Capital Management Inc. | 49,537 | $444.3K | 0.06% | −20,437−29.2% | Reduced |
| Quantbot Technologies LP | 49,067 | $440.1K | 0.01% | −88,712−64.4% | Reduced |