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 |
|---|---|---|---|---|---|
| Riverbridge Partners LLC | 17,477 | $156.8K | 0.00% | −4,385−20.1% | Reduced |
| Advisory Services Network, LLC | 17,431 | $156.4K | 0.00% | +1,155+7.1% | Added |
| National Bank of Canada | 17,385 | $155.9K | 0.00% | +1,099+6.7% | Added |
| J.W. Cole Advisors, Inc. | 17,356 | $155.7K | 0.00% | −552−3.1% | Reduced |
| Meyer Handelman Co | 17,169 | $154.0K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 19,888 | $153.5K | 0.09% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 17,073 | $153.1K | 0.20% | 00.0% | Unchanged |
| Greenleaf Trust | 17,028 | $152.7K | 0.00% | −217−1.3% | Reduced |
| Sanders Morris Harris LLC | 16,700 | $149.8K | 0.02% | +16,700 | New |
| Quotient Wealth Partners, LLC | 16,656 | $149.4K | 0.00% | +502+3.1% | Added |
| Summit Trail Advisors, LLC | 16,542 | $148.4K | 0.00% | +670+4.2% | Added |
| National Asset Management, Inc. | 16,392 | $147.0K | 0.01% | +304+1.9% | Added |
| Moors & Cabot, Inc. | 16,334 | $146.5K | 0.01% | −1,702−9.4% | Reduced |
| Bank of Nova Scotia | 16,334 | $146.5K | 0.00% | +16,334 | New |
| Jain Global LLC | 16,275 | $146.0K | 0.00% | −8,616−34.6% | Reduced |
| Baird Financial Group, Inc. | 16,238 | $145.7K | 0.00% | −2,068−11.3% | Reduced |
| Ameritas Advisory Services, LLC | 16,120 | $144.6K | 0.01% | +5,874+57.3% | Added |
| Old National Bancorp | 15,559 | $139.6K | 0.00% | +139+0.9% | Added |
| Sage Rhino Capital LLC | 15,551 | $139.5K | 0.03% | +55+0.4% | Added |
| Checchi Capital Advisers, LLC | 15,385 | $138.0K | 0.01% | +160+1.1% | Added |
| Allworth Financial LP | 15,565 | $136.9K | 0.00% | +2,442+18.6% | Added |
| Concurrent Investment Advisors, LLC | 15,235 | $136.7K | 0.00% | −771−4.8% | Reduced |
| First Affirmative Financial Network | 15,217 | $136.5K | 0.06% | +15,217 | New |
| IHT Wealth Management, LLC | 15,156 | $136.0K | 0.00% | −1,731−10.3% | Reduced |
| Dimension Capital Management LLC | 15,155 | $135.9K | 0.02% | −1,276−7.8% | Reduced |
| Cardiff Park Advisors, LLC | 14,885 | $133.5K | 0.01% | 00.0% | Unchanged |
| Prospect Financial Group LLC | 14,704 | $131.9K | 0.13% | −2,691−15.5% | Reduced |
| Archetype Wealth Partners | 14,625 | $131.0K | 0.02% | +14,625 | New |
| Flagship Harbor Advisors, LLC | 14,498 | $130.0K | 0.01% | −850−5.5% | Reduced |
| Seven Mile Advisory | 14,489 | $130.0K | 0.02% | −1,631−10.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 14,103 | $126.5K | 0.00% | +2,197+18.5% | Added |
| Horizon Kinetics Asset Management LLC | 14,082 | $126.3K | 0.00% | +591+4.4% | Added |
| West Family Investments, Inc. | 14,049 | $126.0K | 0.03% | −683−4.6% | Reduced |
| Keel Point, LLC | 13,935 | $125.0K | 0.01% | −9,323−40.1% | Reduced |
| Personal Cfo Solutions, LLC | 13,871 | $124.4K | 0.02% | −3,858−21.8% | Reduced |
| Holistic Financial Partners | 13,678 | $122.7K | 0.05% | +554+4.2% | Added |
| Baron Wealth Management LLC | 13,646 | $122.4K | 0.04% | −3,073−18.4% | Reduced |
| Essex Savings Bank | 13,270 | $119.0K | 0.03% | −1,387−9.5% | Reduced |
| Rehmann Capital Advisory Group | 13,192 | $118.3K | 0.01% | +395+3.1% | Added |
| Farther Finance Advisors, LLC | 13,074 | $117.3K | 0.00% | +3,993+44.0% | Added |
| Gabelli Funds LLC | 13,000 | $116.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12,785 | $114.7K | 0.00% | +3,577+38.8% | Added |
| Global Retirement Partners, LLC | 12,746 | $114.3K | 0.00% | −3,231−20.2% | Reduced |
| Ballew Advisors, Inc | 12,411 | $113.8K | 0.06% | −455−3.5% | Reduced |
| Cornerstone Wealth Management, LLC | 12,468 | $111.8K | 0.01% | −413−3.2% | Reduced |
| Umb Bank N A | 12,427 | $111.5K | 0.00% | −4,163−25.1% | Reduced |
| Hancock Whitney Corp | 12,247 | $109.9K | 0.00% | +83+0.7% | Added |
| Marotta Asset Management | 12,094 | $109.0K | 0.02% | −797−6.2% | Reduced |
| Old Port Advisors | 12,022 | $107.8K | 0.03% | −995−7.6% | Reduced |
| Lazard Asset Management LLC | 12,000 | $107.6K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 11,676 | $104.7K | 0.01% | −19−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,547 | $103.6K | 0.01% | −6,385−35.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,440 | $102.6K | 0.00% | +11,440 | New |
| Sage Mountain Advisors LLC | 11,409 | $102.3K | 0.01% | +824+7.8% | Added |
| Calton & Associates, Inc. | 11,373 | $102.0K | 0.02% | +11,373 | New |
| Stratos Wealth Partners, LTD. | 11,345 | $101.8K | 0.00% | +11,345 | New |
| Nicholas Hoffman & Company, LLC. | 11,338 | $101.7K | 0.00% | −3,394−23.0% | Reduced |
| Endowment Wealth Management, Inc. | 11,189 | $100.4K | 0.05% | −1,748−13.5% | Reduced |
| Atala Financial Inc | 10,871 | $97.5K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 10,869 | $97.5K | 0.02% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 10,860 | $97.4K | 0.03% | −131−1.2% | Reduced |
| Drive Wealth Management, LLC | 10,808 | $96.9K | 0.02% | −63,709−85.5% | Reduced |
| Miracle Mile Advisors, LLC | 10,673 | $95.7K | 0.00% | −1,224−10.3% | Reduced |
| Integrated Wealth Concepts LLC | 10,673 | $95.7K | 0.00% | −675−5.9% | Reduced |
| Excalibur Management Corp | 10,439 | $93.6K | 0.03% | −408−3.8% | Reduced |
| May Hill Capital, LLC | 10,431 | $93.6K | 0.03% | +10,431 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,383 | $93.1K | 0.01% | +10,383 | New |
| Prospera Financial Services Inc | 10,246 | $91.9K | 0.00% | +10,246 | New |
| New Republic Capital, LLC | 10,141 | $91.0K | 0.03% | +10,141 | New |
| a16z Perennial Management, L.P. | 10,097 | $90.6K | 0.01% | +10,097 | New |
| Pure Financial Advisors, Inc. | 10,087 | $90.5K | 0.00% | +10,087 | New |
| Scotia Capital Inc. | 10,072 | $90.3K | 0.00% | −2,125−17.4% | Reduced |
| Cromwell Holdings LLC | 9,703 | $87.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9,302 | $83.4K | 0.00% | +4,916+112.1% | Added |
| Private Trust Co NA | 8,192 | $73.5K | 0.01% | −602−6.8% | Reduced |
| Central Trust Co | 8,049 | $72.2K | 0.00% | −883−9.9% | Reduced |
| Golden State Wealth Management, LLC | 7,656 | $68.7K | 0.01% | +4,935+181.4% | Added |
| Bryn Mawr Trust Co | 7,469 | $67.0K | 0.00% | −14,553−66.1% | Reduced |
| Pinnacle Bancorp, Inc. | 7,427 | $66.6K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,240 | $64.9K | 0.00% | +494+7.3% | Added |
| TSFG, LLC | 6,865 | $62.0K | 0.01% | +7+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 6,912 | $62.0K | 0.03% | −150−2.1% | Reduced |
| Clear Street Markets LLC | 6,592 | $59.1K | 0.02% | +6,592 | New |
| Caitong International Asset Management Co., Ltd | 6,321 | $56.7K | 0.04% | +5,124+428.1% | Added |
| AdvisorNet Financial, Inc | 6,097 | $54.7K | 0.00% | +15+0.2% | Added |
| TD Waterhouse Canada Inc. | 5,944 | $53.6K | 0.00% | −1,189−16.7% | Reduced |
| Mather Group, LLC. | 5,826 | $52.3K | 0.00% | +5,826 | New |
| Cary Street Partners Financial LLC | 5,618 | $50.4K | 0.00% | −1,028−15.5% | Reduced |
| Hemington Wealth Management | 5,402 | $48.0K | 0.01% | +62+1.2% | Added |
| TruNorth Capital Management, LLC | 5,062 | $45.4K | 0.01% | −300−5.6% | Reduced |
| Assetmark, Inc | 4,710 | $42.3K | 0.00% | +246+5.5% | Added |
| Wealthspire Advisors, LLC | 4,636 | $41.6K | 0.00% | +4,636 | New |
| FIL Ltd | 4,591 | $41.2K | 0.00% | +10+0.2% | Added |
| Addison Advisors LLC | 4,499 | $40.4K | 0.01% | −1,432−24.1% | Reduced |
| Washington Trust Advisors, Inc. | 4,155 | $37.3K | 0.00% | −72−1.7% | Reduced |
| Toronto Dominion Bank | 4,235 | $37.0K | 0.00% | +665+18.6% | Added |
| Hollencrest Capital Management | 3,966 | $35.6K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 3,810 | $34.2K | 0.01% | +3,810 | New |
| Spire Wealth Management | 3,789 | $34.0K | 0.00% | −31−0.8% | Reduced |
| Atlantic Union Bankshares Corp | 3,697 | $33.2K | 0.00% | +2,758+293.7% | Added |