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, Q4 2025
Institutional positions in Haleon plc as of Dec 31, 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
- 609
- +22 vs. Q3 2025
- Shares held
- 566.1M
- +19.7M (+3.6%) vs. Q3 2025
- Total value
- $5.72B
- +$820.9M (+16.7%) vs. Q3 2025
- New holders
- 92
- 230 more added
- Sold out
- 70
- 154 more reduced
13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nalls Sherbakoff Group, LLC | 404 | $4.08K | 0.00% | +291+257.5% | Added |
| Motco | 408 | $4.13K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 439 | $4.44K | 0.00% | +439 | New |
| Farmers & Merchants Investments Inc | 458 | $4.63K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 480 | $4.85K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 511 | $5.17K | 0.00% | −165−24.4% | Reduced |
| Colonial Trust Advisors | 519 | $5.25K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 533 | $5.39K | 0.00% | +213+66.6% | Added |
| St Germain D J Co Inc | 551 | $5.57K | 0.00% | −100−15.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 561 | $5.67K | 0.00% | −754−57.3% | Reduced |
| Trust Co of Vermont | 563 | $5.69K | 0.00% | +363+181.5% | Added |
| Millstone Evans Group, LLC | 592 | $5.99K | 0.00% | +231+64.0% | Added |
| UMA Financial Services, Inc. | 593 | $6.00K | 0.00% | +178+42.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 598 | $6.05K | 0.00% | +598 | New |
| Financial Perspectives, Inc | 628 | $6.35K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $6.43K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 647 | $6.54K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 650 | $6.57K | 0.00% | +500+333.3% | Added |
| Piscataqua Savings Bank | 682 | $6.89K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 741 | $7.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 710 | $7.18K | 0.00% | +87+14.0% | Added |
| DT Investment Partners, LLC | 730 | $7.38K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 737 | $7.45K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 773 | $7.82K | 0.00% | +68+9.6% | Added |
| McGuire Capital Advisors Inc | 787 | $7.96K | 0.01% | +787 | New |
| Financial Consulate, Inc | 789 | $7.98K | 0.00% | +344+77.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 807 | $8.16K | 0.00% | +807 | New |
| Westside Investment Management, Inc. | 818 | $8.18K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 781 | $8.58K | 0.00% | +100+14.7% | Added |
| MV Capital Management, Inc. | 849 | $8.58K | 0.00% | +45+5.6% | Added |
| Deutsche Bank AG | 850 | $8.59K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 855 | $8.64K | 0.00% | −16−1.8% | Reduced |
| Bruce G. Allen Investments, LLC | 856 | $8.65K | 0.01% | +825+2,661.3% | Added |
| NBC Securities, Inc. | 882 | $8.92K | 0.00% | +127+16.8% | Added |
| CX Institutional | 915 | $9.00K | 0.00% | −75−7.6% | Reduced |
| Archer Investment Corp | 890 | $9.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 910 | $9.20K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 916 | $9.26K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 920 | $9.30K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 927 | $9.37K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 950 | $9.61K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 956 | $9.67K | 0.00% | +956 | New |
| Zions Bancorporation, National Association | 970 | $9.81K | 0.00% | +161+19.9% | Added |
| Evelyn Partners Asset Management Ltd | 971 | $9.82K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $9.90K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 987 | $9.97K | 0.00% | −328−24.9% | Reduced |
| MTM Investment Management, LLC | 989 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 997 | $10.0K | 0.00% | +470+89.2% | Added |
| Clean Yield Group | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $10.1K | 0.00% | +700+233.3% | Added |
| Dunhill Financial, LLC | 1,007 | $10.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,009 | $10.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,017 | $10.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,039 | $10.5K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,058 | $10.7K | 0.00% | +179+20.4% | Added |
| Key Financial Inc | 1,064 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,040 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,095 | $11.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,106 | $11.2K | 0.00% | −471−29.9% | Reduced |
| IMG Wealth Management, Inc. | 1,128 | $11.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,155 | $11.7K | 0.00% | +568+96.8% | Added |
| SHP Wealth Management | 1,175 | $11.9K | 0.00% | +1,175 | New |
| Roble, Belko & Company, Inc | 1,177 | $12.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,662 | $12.5K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,285 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,372 | $13.0K | 0.00% | −115−7.7% | Reduced |
| Union Savings Bank | 1,333 | $13.5K | 0.01% | +1,333 | New |
| SOA Wealth Advisors, LLC. | 1,335 | $13.5K | 0.00% | −1,770−57.0% | Reduced |
| Navigoe, LLC | 1,466 | $14.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,394 | $14.1K | 0.00% | +164+13.3% | Added |
| Costello Asset Management, INC | 1,400 | $14.2K | 0.00% | −200−12.5% | Reduced |
| CoreCap Advisors, LLC | 1,408 | $14.2K | 0.00% | +309+28.1% | Added |
| North Star Investment Management Corp. | 1,466 | $14.8K | 0.00% | +283+23.9% | Added |
| Cornerstone Planning Group LLC | 1,506 | $15.5K | 0.00% | −199−11.7% | Reduced |
| Aviso Financial Inc. | 1,603 | $16.2K | 0.00% | +1,603 | New |
| Hilton Head Capital Partners, LLC | 1,647 | $16.7K | 0.01% | +1,647 | New |
| Bartlett & Co. Wealth Management LLC | 1,674 | $16.9K | 0.00% | −652−28.0% | Reduced |
| Smithfield Trust Co | 1,727 | $17.0K | 0.00% | −267−13.4% | Reduced |
| West Branch Capital LLC | 1,714 | $17.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,791 | $18.1K | 0.00% | +183+11.4% | Added |
| HM Payson & Co | 1,810 | $18.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,831 | $18.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,046 | $20.1K | 0.00% | +402+24.5% | Added |
| Measured Wealth Private Client Group, LLC | 1,997 | $20.2K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,000 | $20.2K | 0.00% | −102−4.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,000 | $20.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,002 | $20.2K | 0.00% | +454+29.3% | Added |
| Graney & King, LLC | 2,003 | $20.2K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,069 | $20.9K | 0.00% | +2,069 | New |
| Stephens Consulting, LLC | 2,215 | $22.4K | 0.01% | +2,000+930.2% | Added |
| EFG International AG | 2,305 | $23.3K | 0.00% | +2,305 | New |
| Vision Retirement, LLC | 2,418 | $24.4K | 0.01% | +2,418 | New |
| JFS Wealth Advisors, LLC | 2,562 | $25.9K | 0.00% | −13−0.5% | Reduced |
| Pin Oak Investment Advisors Inc | 2,381 | $26.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 2,758 | $27.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,725 | $28.0K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 2,835 | $28.7K | 0.00% | +600+26.8% | Added |
| Parkside Financial Bank & Trust | 2,847 | $28.8K | 0.00% | +1,433+101.3% | Added |
| Grove Bank & Trust | 3,009 | $30.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,166 | $32.0K | 0.00% | +136+4.5% | Added |