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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 458 | $4.11K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 527 | $4.00K | 0.00% | −470−47.1% | Reduced |
| Financial Consulate, Inc | 445 | $3.99K | 0.00% | +445 | New |
| UMA Financial Services, Inc. | 415 | $3.72K | 0.00% | −377−47.6% | Reduced |
| Motco | 408 | $3.66K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 400 | $3.59K | 0.00% | −100−20.0% | Reduced |
| Anchor Investment Management, LLC | 400 | $3.59K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $3.59K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 395 | $3.54K | 0.00% | +395 | New |
| Brown, Lisle/Cummings, Inc. | 393 | $3.52K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 375 | $3.36K | 0.00% | −130−25.7% | Reduced |
| GHP Investment Advisors, Inc. | 375 | $3.36K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 375 | $3.36K | 0.00% | −3,514−90.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 373 | $3.35K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 372 | $3.34K | 0.00% | +372 | New |
| Raffa Wealth Management, LLC | 368 | $3.30K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 361 | $3.24K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 356 | $3.19K | 0.00% | −40−10.1% | Reduced |
| Webster Bank, N. A. | 348 | $3.12K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 341 | $3.06K | 0.00% | +1+0.3% | Added |
| Grey Fox Wealth Advisors, LLC | 333 | $2.99K | 0.00% | +333 | New |
| Beaird Harris Wealth Management, LLC | 321 | $2.88K | 0.00% | +39+13.8% | Added |
| Rossby Financial, LCC | 319 | $2.87K | 0.00% | +319 | New |
| South State Corp. | 320 | $2.87K | 0.00% | −200−38.5% | Reduced |
| Quest 10 Wealth Builders, Inc. | 318 | $2.86K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 309 | $2.77K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $2.69K | 0.00% | −125−29.4% | Reduced |
| Nisa Investment Advisors, LLC | 300 | $2.69K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $2.69K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $2.69K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 293 | $2.63K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 291 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 283 | $2.55K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 263 | $2.55K | 0.00% | +263 | New |
| Abound Wealth Management | 268 | $2.40K | 0.00% | +242+930.8% | Added |
| CVA Family Office, LLC | 231 | $2.07K | 0.00% | +106+84.8% | Added |
| Union Bancaire Privee, UBP SA | 229 | $2.02K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 249 | $2.00K | 0.00% | +1+0.4% | Added |
| ORG Partners LLC | 221 | $1.98K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 215 | $1.93K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 211 | $1.89K | 0.00% | −60−22.1% | Reduced |
| YANKCOM Partnership | 210 | $1.88K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 204 | $1.83K | 0.00% | +126+161.5% | Added |
| Harbor Asset Planning, Inc. | 200 | $1.79K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $1.79K | 0.00% | +200 | New |
| Chesapeake Asset Management LLC | 190 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 189 | $1.70K | 0.00% | −82−30.3% | Reduced |
| Pacifica Partners Inc. | 175 | $1.58K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 174 | $1.56K | 0.00% | +39+28.9% | Added |
| Aventura Private Wealth, LLC | 172 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 163 | $1.46K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 150 | $1.35K | 0.00% | −500−76.9% | Reduced |
| Pacific Center for Financial Services | 144 | $1.29K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 140 | $1.26K | 0.00% | −202−59.1% | Reduced |
| FSA Wealth Management LLC | 128 | $1.15K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 126 | $1.13K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 125 | $1.12K | 0.00% | −607−82.9% | Reduced |
| Corsicana & Co. | 125 | $1.12K | 0.00% | +125 | New |
| Heritage Wealth Advisors | 123 | $1.10K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 123 | $1.10K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 113 | $1.01K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 110 | $1.00K | 0.00% | +110 | New |
| Medallion Wealth Advisors, LLC | 110 | $987 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 102 | $915 | 0.00% | +102 | New |
| Logan Capital Management Inc | 101 | $906 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $897 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $897 | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 100 | $897 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $897 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $897 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $897 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $897 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $897 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 78 | $700 | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 74 | $664 | 0.00% | +74 | New |
| Centennial Bank | 71 | $637 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 70 | $628 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 59 | $530 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 56 | $503 | 0.00% | +56 | New |
| Prudent Man Investment Management, Inc. | 50 | $477 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 46 | $413 | 0.00% | −39−45.9% | Reduced |
| Holos Integrated Wealth LLC | 40 | $360 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $278 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 30 | $269 | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $233 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 25 | $224 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 21 | $196 | 0.00% | +21 | New |
| Palisade Asset Management, LLC | 21 | $189 | 0.00% | +21 | New |
| Kilter Group LLC | 20 | $180 | 0.00% | −29−59.2% | Reduced |
| Anfield Capital Management, LLC | 20 | $179 | 0.00% | −113−85.0% | Reduced |
| Exchange Traded Concepts, LLC | 16 | $144 | 0.00% | −100−86.2% | Reduced |
| POM Investment Strategies, LLC | 15 | $135 | 0.00% | +15 | New |
| Leonteq Securities AG | 7 | $63 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 3 | $27 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $27 | 0.00% | +3 | New |
| Natixis | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 58 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 6,234 | – | – | +6,234 | New |