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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 48,898 | $438.6K | 0.00% | −15,336−23.9% | Reduced |
| Brevan Howard Capital Management LP | 48,439 | $434.5K | 0.01% | +48,439 | New |
| Cardinal Capital Management | 48,085 | $431.3K | 0.06% | +1,116+2.4% | Added |
| Blair William & Co | 47,834 | $429.1K | 0.00% | +2,614+5.8% | Added |
| WealthTrust Axiom LLC | 47,286 | $424.2K | 0.11% | −612−1.3% | Reduced |
| Martin Investment Management, LLC | 46,775 | $419.6K | 0.11% | +1,000+2.2% | Added |
| AlphaCore Capital LLC | 46,615 | $418.1K | 0.01% | +20,111+75.9% | Added |
| Profund Advisors LLC | 45,751 | $410.4K | 0.01% | −11,227−19.7% | Reduced |
| Yousif Capital Management, LLC | 45,494 | $408.1K | 0.00% | 00.0% | Unchanged |
| Summitry LLC | 44,470 | $398.9K | 0.02% | −11,286−20.2% | Reduced |
| Central Pacific Bank - Trust Division | 44,240 | $396.8K | 0.05% | −5,200−10.5% | Reduced |
| Simplicity Wealth,LLC | 42,864 | $384.5K | 0.02% | +918+2.2% | Added |
| Peapack Gladstone Financial Corp | 42,491 | $381.0K | 0.00% | −5,552−11.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,183 | $378.4K | 0.00% | +9,270+28.2% | Added |
| Blueshift Asset Management, LLC | 40,234 | $360.9K | 0.11% | +40,234 | New |
| Fortress Private Ledger, LLC | 39,498 | $354.3K | 0.13% | +10,712+37.2% | Added |
| Merit Financial Group, LLC | 38,159 | $342.3K | 0.00% | −46,539−54.9% | Reduced |
| Auxier Asset Management | 37,974 | $340.6K | 0.05% | −475−1.2% | Reduced |
| MQS Management LLC | 37,735 | $338.5K | 0.20% | +37,735 | New |
| U.S. Capital Wealth Advisors, LLC | 36,358 | $326.1K | 0.01% | −4,905−11.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 36,184 | $324.6K | 0.07% | +4,932+15.8% | Added |
| SBI Securities Co., Ltd. | 36,182 | $324.6K | 0.01% | −567−1.5% | Reduced |
| Aspen Grove Capital, LLC | 35,744 | $320.6K | 0.05% | −20,483−36.4% | Reduced |
| StoneX Group Inc. | 34,823 | $312.4K | 0.01% | +34,823 | New |
| Susquehanna International Group, LLP | 34,215 | $306.9K | 0.00% | −65,721−65.8% | Reduced |
| United Capital Financial Advisers, LLC | 34,099 | $305.9K | 0.00% | −5,196−13.2% | Reduced |
| Atomi Financial Group, Inc. | 33,946 | $304.5K | 0.01% | −1,330−3.8% | Reduced |
| Equitable Holdings, Inc. | 33,275 | $298.5K | 0.00% | +320+1.0% | Added |
| Ascent Group, LLC | 33,218 | $298.0K | 0.01% | −99,875−75.0% | Reduced |
| Warren Averett Asset Management, LLC | 32,822 | $294.4K | 0.00% | +1,407+4.5% | Added |
| Transcend Wealth Collective, LLC | 32,751 | $293.8K | 0.02% | +9,322+39.8% | Added |
| Insigneo Advisory Services, LLC | 32,219 | $289.0K | 0.02% | −524−1.6% | Reduced |
| Forum Financial Management, LP | 32,156 | $288.4K | 0.00% | +1,527+5.0% | Added |
| R Squared Ltd | 32,055 | $287.5K | 0.12% | +32,055 | New |
| Marks Group Wealth Management, Inc | 32,038 | $287.4K | 0.03% | −8,767−21.5% | Reduced |
| Aigen Investment Management, LP | 31,395 | $281.6K | 0.04% | +31,395 | New |
| Defined Wealth Management, LLC | 29,385 | $263.6K | 0.15% | −99−0.3% | Reduced |
| Coldstream Capital Management Inc | 29,370 | $263.5K | 0.00% | −2,396−7.5% | Reduced |
| Lafayette Investments, Inc. | 29,104 | $261.1K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 29,449 | $260.3K | 0.02% | +1,502+5.4% | Added |
| SG Americas Securities, LLC | 28,629 | $257.0K | 0.00% | −9,946−25.8% | Reduced |
| Frank, Rimerman Advisors LLC | 28,551 | $256.1K | 0.02% | +28,551 | New |
| King Luther Capital Management Corp | 28,292 | $253.8K | 0.00% | +1,204+4.4% | Added |
| Savant Capital, LLC | 27,582 | $247.4K | 0.00% | −49,383−64.2% | Reduced |
| Ingalls & Snyder LLC | 27,389 | $246.0K | 0.01% | −1,190−4.2% | Reduced |
| Highland Capital Management, LLC | 27,305 | $244.9K | 0.01% | +2,650+10.7% | Added |
| Aaron Wealth Advisors | 27,300 | $244.9K | 0.01% | −8,623−24.0% | Reduced |
| Chilton Investment Co LLC | 27,000 | $242.2K | 0.00% | +27,000 | New |
| Mesirow Financial Investment Management, Inc. | 26,676 | $239.3K | 0.00% | +2,379+9.8% | Added |
| MN Wealth Advisors, LLC | 26,602 | $238.6K | 0.13% | +1,170+4.6% | Added |
| Seed Wealth Management, Inc. | 26,580 | $238.4K | 0.16% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26,541 | $238.1K | 0.01% | −19,893−42.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 25,691 | $227.5K | 0.00% | −5,732−18.2% | Reduced |
| Laird Norton Trust Company, LLC | 24,951 | $223.8K | 0.04% | −14,091−36.1% | Reduced |
| D.A. Davidson & Co. | 24,707 | $221.6K | 0.00% | −364−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,607 | $220.7K | 0.01% | −4,982−16.8% | Reduced |
| Haverford Trust Co | 24,454 | $219.4K | 0.00% | −644−2.6% | Reduced |
| Clearstead Advisors, LLC | 24,441 | $219.2K | 0.00% | −1,129−4.4% | Reduced |
| First Horizon Corp | 24,081 | $216.0K | 0.01% | +24,081 | New |
| Snowden Capital Advisors LLC | 23,980 | $215.1K | 0.01% | −13,539−36.1% | Reduced |
| Oppenheimer & Co Inc | 23,644 | $212.1K | 0.00% | −267−1.1% | Reduced |
| Thrivent Financial for Lutherans | 23,638 | $212.0K | 0.00% | −312−1.3% | Reduced |
| Resonant Capital Advisors, LLC | 23,449 | $210.3K | 0.01% | −5,983−20.3% | Reduced |
| GAMMA Investing LLC | 23,375 | $209.7K | 0.01% | −26−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 23,015 | $206.4K | 0.00% | −1,601−6.5% | Reduced |
| Choate Investment Advisors | 22,940 | $205.8K | 0.00% | −503−2.1% | Reduced |
| Fielder Capital Group LLC | 22,810 | $204.6K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 22,627 | $203.0K | 0.02% | +22,627 | New |
| Parallel Advisors, LLC | 22,370 | $200.7K | 0.00% | −3,882−14.8% | Reduced |
| Ballentine Partners, LLC | 22,358 | $200.6K | 0.00% | −11,777−34.5% | Reduced |
| Independent Advisor Alliance | 22,287 | $199.9K | 0.01% | −6,938−23.7% | Reduced |
| Diversified Trust Co | 22,279 | $199.8K | 0.00% | +6,184+38.4% | Added |
| Bessemer Group Inc | 22,267 | $199.0K | 0.00% | +641+3.0% | Added |
| CWM, LLC | 21,665 | $194.0K | 0.00% | −1,229−5.4% | Reduced |
| Bailard, Inc. | 21,520 | $193.0K | 0.00% | +50+0.2% | Added |
| TD Private Client Wealth LLC | 21,460 | $192.5K | 0.00% | −5,065−19.1% | Reduced |
| Apollon Wealth Management, LLC | 21,329 | $191.3K | 0.00% | −981−4.4% | Reduced |
| Resources Investment Advisors, LLC. | 21,162 | $189.8K | 0.00% | −4,370−17.1% | Reduced |
| PFG Investments, LLC | 21,140 | $189.6K | 0.01% | −528−2.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 20,937 | $187.8K | 0.01% | +19,809+1,756.1% | Added |
| Ariston Services Group | 20,721 | $185.9K | 0.11% | 00.0% | Unchanged |
| Seeds Investor LLC | 20,700 | $185.7K | 0.04% | −2,184−9.5% | Reduced |
| Versant Capital Management, Inc | 20,687 | $185.6K | 0.03% | −15,884−43.4% | Reduced |
| AE Wealth Management LLC | 20,196 | $181.2K | 0.00% | −195−1.0% | Reduced |
| Rexford Capital Inc | 19,724 | $176.9K | 0.14% | +1,700+9.4% | Added |
| Greenwich Wealth Management LLC | 19,546 | $175.0K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 19,621 | $173.4K | 0.01% | +4,152+26.8% | Added |
| Legacy Financial Advisors, Inc. | 19,039 | $170.8K | 0.02% | +19,039 | New |
| Federation des caisses Desjardins du Quebec | 18,991 | $170.3K | 0.00% | +7,927+71.6% | Added |
| Level Four Advisory Services, LLC | 18,850 | $169.1K | 0.01% | −54−0.3% | Reduced |
| Brighton Jones LLC | 18,836 | $169.0K | 0.00% | +2,711+16.8% | Added |
| Campbell & CO Investment Adviser LLC | 18,784 | $168.5K | 0.01% | −63,649−77.2% | Reduced |
| PDS Planning, Inc | 18,518 | $166.1K | 0.01% | −6,923−27.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,482 | $165.8K | 0.00% | −2,196−10.6% | Reduced |
| Beacon Pointe Advisors, LLC | 18,394 | $165.0K | 0.00% | +5,001+37.3% | Added |
| MAI Capital Management | 18,151 | $162.8K | 0.00% | −2,805−13.4% | Reduced |
| Golden State Equity Partners | 18,085 | $162.2K | 0.03% | +2,499+16.0% | Added |
| CIBC Private Wealth Group, LLC | 17,906 | $160.6K | 0.00% | +9,773+120.2% | Added |
| Optas, LLC | 17,867 | $160.3K | 0.03% | −3,470−16.3% | Reduced |
| LGT Group Foundation | 17,673 | $159.2K | 0.00% | −299−1.7% | Reduced |