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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 3,575 | $32.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,500 | $31.4K | 0.01% | +5+0.1% | Added |
| GW&K Investment Management, LLC | 3,500 | $31.0K | 0.00% | −6−0.2% | Reduced |
| Citizens National Bank Trust Department | 3,276 | $29.4K | 0.01% | +2,051+167.4% | Added |
| Hilltop National Bank | 3,229 | $29.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,192 | $28.6K | 0.00% | −886−21.7% | Reduced |
| SOA Wealth Advisors, LLC. | 3,105 | $27.9K | 0.00% | +1,170+60.5% | Added |
| Rothschild Investment LLC | 3,030 | $27.2K | 0.00% | −579−16.0% | Reduced |
| Grove Bank & Trust | 3,009 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3,000 | $26.9K | 0.01% | 00.0% | Unchanged |
| City State Bank | 2,758 | $24.7K | 0.01% | −40−1.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,725 | $24.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,575 | $23.1K | 0.00% | +1,136+78.9% | Added |
| Salem Investment Counselors Inc | 2,411 | $21.6K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,381 | $21.4K | 0.02% | −609−20.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,326 | $20.9K | 0.00% | −612−20.8% | Reduced |
| Eastern Bank | 2,235 | $20.0K | 0.00% | +950+73.9% | Added |
| Montag A & Associates Inc | 2,102 | $18.9K | 0.00% | +102+5.1% | Added |
| Macquarie Group Ltd | 2,061 | $18.0K | 0.00% | +296+16.8% | Added |
| Graney & King, LLC | 2,003 | $18.0K | 0.01% | +13+0.7% | Added |
| BOK Financial Private Wealth, Inc. | 2,000 | $17.9K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,997 | $17.9K | 0.00% | +1,997 | New |
| Smithfield Trust Co | 1,994 | $17.0K | 0.00% | −1,490−42.8% | Reduced |
| Colonial Trust Co | 1,831 | $16.4K | 0.00% | −42−2.2% | Reduced |
| HM Payson & Co | 1,810 | $16.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,759 | $15.8K | 0.00% | −2,256−56.2% | Reduced |
| Cornerstone Planning Group LLC | 1,705 | $15.6K | 0.00% | +940+122.9% | Added |
| West Branch Capital LLC | 1,714 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,644 | $14.8K | 0.00% | −3−0.2% | Reduced |
| Salomon & Ludwin, LLC | 1,608 | $14.4K | 0.00% | +1,387+627.6% | Added |
| Costello Asset Management, INC | 1,600 | $14.4K | 0.00% | −36−2.2% | Reduced |
| Atlantic Trust, LLC | 1,593 | $14.3K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,577 | $14.1K | 0.00% | −268−14.5% | Reduced |
| Root Financial Partners, LLC | 1,548 | $13.9K | 0.00% | +1,548 | New |
| Foster Dykema Cabot & Partners, LLC | 1,451 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,487 | $13.0K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1,466 | $13.0K | 0.01% | +1,466 | New |
| Parkside Financial Bank & Trust | 1,414 | $12.7K | 0.00% | −810−36.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,315 | $11.8K | 0.00% | −1,250−48.7% | Reduced |
| Creative Financial Designs Inc | 1,315 | $11.8K | 0.00% | +66+5.3% | Added |
| Glen Eagle Advisors, LLC | 1,285 | $11.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,662 | $11.1K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,230 | $11.0K | 0.00% | −550−30.9% | Reduced |
| Roble, Belko & Company, Inc | 1,177 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,200 | $10.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,183 | $10.6K | 0.00% | +408+52.6% | Added |
| IMG Wealth Management, Inc. | 1,128 | $10.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,099 | $9.86K | 0.00% | +435+65.5% | Added |
| Rosenberg Matthew Hamilton | 1,095 | $9.82K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,064 | $9.59K | 0.00% | +64+6.4% | Added |
| Geneos Wealth Management Inc. | 1,039 | $9.32K | 0.00% | −3,602−77.6% | Reduced |
| TCTC Holdings, LLC | 1,017 | $9.12K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,009 | $9.05K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,007 | $9.03K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,040 | $9.00K | 0.00% | −1,332−56.2% | Reduced |
| CX Institutional | 990 | $9.00K | 0.00% | −494−33.3% | Reduced |
| Clean Yield Group | 1,000 | $8.97K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $8.90K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 989 | $8.87K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 971 | $8.71K | 0.00% | +971 | New |
| Princeton Global Asset Management LLC | 950 | $8.52K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 927 | $8.31K | 0.01% | +902+3,608.0% | Added |
| Wealth Watch Advisors, INC | 920 | $8.25K | 0.00% | +920 | New |
| Wolff Wiese Magana LLC | 916 | $8.22K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 910 | $8.16K | 0.00% | +910 | New |
| Archer Investment Corp | 890 | $7.99K | 0.00% | +3+0.3% | Added |
| Transamerica Financial Advisors, Inc. | 879 | $7.88K | 0.00% | +879 | New |
| Harbour Investments, Inc. | 871 | $7.81K | 0.00% | +185+27.0% | Added |
| Deutsche Bank AG | 850 | $7.63K | 0.00% | −2,331−73.3% | Reduced |
| Westside Investment Management, Inc. | 818 | $7.37K | 0.00% | +818 | New |
| Zions Bancorporation, National Association | 809 | $7.26K | 0.00% | +12+1.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 808 | $7.25K | 0.00% | +808 | New |
| MV Capital Management, Inc. | 804 | $7.21K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 800 | $7.18K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 798 | $7.16K | 0.00% | −775−49.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 798 | $7.16K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 767 | $6.88K | 0.00% | +1+0.1% | Added |
| NBC Securities, Inc. | 755 | $6.77K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 737 | $6.61K | 0.00% | +737 | New |
| DT Investment Partners, LLC | 730 | $6.55K | 0.00% | −520−41.6% | Reduced |
| Toth Financial Advisory Corp | 705 | $6.32K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 700 | $6.28K | 0.00% | +700 | New |
| Piscataqua Savings Bank | 682 | $6.12K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 681 | $6.11K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 676 | $6.06K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 741 | $6.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 651 | $5.84K | 0.00% | −100−13.3% | Reduced |
| WealthCollab, LLC | 650 | $5.83K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 647 | $5.80K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $5.71K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 628 | $5.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 623 | $5.59K | 0.00% | +510+451.3% | Added |
| Bogart Wealth, LLC | 608 | $5.45K | 0.00% | −101−14.2% | Reduced |
| Park Circle Co | 600 | $5.38K | 0.00% | −400−40.0% | Reduced |
| Huntington National Bank | 587 | $5.26K | 0.00% | −311−34.6% | Reduced |
| Colonial Trust Advisors | 519 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 513 | $4.60K | 0.00% | −28−5.2% | Reduced |
| Optimum Investment Advisors | 500 | $4.49K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 500 | $4.49K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 480 | $4.31K | 0.00% | 00.0% | Unchanged |