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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 3,276 | $33.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,500 | $35.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,500 | $35.4K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3,575 | $36.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,658 | $37.0K | 0.01% | −841−18.7% | Reduced |
| IFP Advisors, Inc | 3,799 | $38.4K | 0.00% | +607+19.0% | Added |
| Ransom Advisory, Ltd | 3,819 | $38.6K | 0.02% | +819+27.3% | Added |
| Hollencrest Capital Management | 3,966 | $40.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,149 | $41.9K | 0.00% | +360+9.5% | Added |
| Basecamp Wealth Advisors LLC | 4,151 | $42.0K | 0.01% | +4,151 | New |
| Washington Trust Advisors, Inc. | 4,155 | $42.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4,197 | $42.4K | 0.01% | −2,124−33.6% | Reduced |
| Toronto Dominion Bank | 4,347 | $44.0K | 0.00% | +112+2.6% | Added |
| FIL Ltd | 4,638 | $46.9K | 0.00% | +47+1.0% | Added |
| Ancora Advisors, LLC | 5,116 | $51.7K | 0.00% | +4,318+541.1% | Added |
| SageView Advisory Group, LLC | 5,420 | $54.8K | 0.00% | +5,420 | New |
| Cary Street Partner Investment Advisory LLC | 5,488 | $55.5K | 0.01% | −1,424−20.6% | Reduced |
| Cary Street Partners Financial LLC | 5,693 | $57.6K | 0.00% | +75+1.3% | Added |
| TD Waterhouse Canada Inc. | 5,694 | $57.6K | 0.00% | −250−4.2% | Reduced |
| Assetmark, Inc | 5,962 | $60.3K | 0.00% | +1,252+26.6% | Added |
| AdvisorNet Financial, Inc | 6,097 | $61.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,264 | $63.3K | 0.00% | +2,567+69.4% | Added |
| TSFG, LLC | 6,865 | $69.0K | 0.01% | 00.0% | Unchanged |
| Align Financial, LLC | 69,051 | $69.1K | 0.04% | +69,051 | New |
| Golden State Wealth Management, LLC | 7,236 | $73.2K | 0.01% | −420−5.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,279 | $73.6K | 0.00% | +39+0.5% | Added |
| Central Trust Co | 7,329 | $74.1K | 0.00% | −720−8.9% | Reduced |
| Pinnacle Bancorp, Inc. | 7,427 | $75.1K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,469 | $75.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,800 | $78.9K | 0.00% | +7,800 | New |
| Brown Brothers Harriman & Co | 7,987 | $80.7K | 0.00% | −4,798−37.5% | Reduced |
| Private Trust Co NA | 8,659 | $87.5K | 0.01% | +467+5.7% | Added |
| SRS Capital Advisors, Inc. | 8,692 | $87.9K | 0.00% | −610−6.6% | Reduced |
| McMillan Office, Inc. | 9,055 | $91.5K | 0.01% | +9,055 | New |
| Summit Financial, LLC | 10,027 | $101.4K | 0.00% | +10,027 | New |
| CIBC Private Wealth Group, LLC | 10,044 | $101.5K | 0.00% | −7,862−43.9% | Reduced |
| Excalibur Management Corp | 10,064 | $101.7K | 0.04% | −375−3.6% | Reduced |
| a16z Perennial Management, L.P. | 10,097 | $102.1K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 10,197 | $103.1K | 0.00% | +10,197 | New |
| Endowment Wealth Management, Inc. | 10,209 | $103.2K | 0.05% | −980−8.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,376 | $104.9K | 0.00% | −16,300−61.1% | Reduced |
| National Asset Management, Inc. | 10,472 | $105.9K | 0.01% | −5,920−36.1% | Reduced |
| Park Place Capital Corp | 10,562 | $106.8K | 0.02% | −307−2.8% | Reduced |
| Old Port Advisors | 10,601 | $107.2K | 0.03% | −1,421−11.8% | Reduced |
| Magnetar Financial LLC | 10,617 | $107.3K | 0.00% | +10,617 | New |
| Perigon Wealth Management, LLC | 10,652 | $107.7K | 0.00% | +10,652 | New |
| PCM Encore, LLC | 10,754 | $108.7K | 0.02% | +10,754 | New |
| Atala Financial Inc | 10,871 | $109.9K | 0.07% | 00.0% | Unchanged |
| Leo Wealth, LLC | 10,996 | $111.2K | 0.01% | +10,996 | New |
| Aureus Asset Management, LLC | 11,001 | $111.2K | 0.01% | +11,001 | New |
| Sivia Capital Partners, LLC | 11,042 | $111.6K | 0.02% | +182+1.7% | Added |
| MidFirst Bank | 11,059 | $111.8K | 0.01% | +11,059 | New |
| Holistic Financial Partners | 11,187 | $113.1K | 0.04% | −2,491−18.2% | Reduced |
| Stratos Wealth Partners, LTD. | 11,207 | $113.3K | 0.00% | −138−1.2% | Reduced |
| Miracle Mile Advisors, LLC | 11,274 | $114.0K | 0.00% | +601+5.6% | Added |
| Larson Financial Group LLC | 11,297 | $114.2K | 0.00% | +9,538+542.2% | Added |
| Calton & Associates, Inc. | 11,373 | $115.0K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 11,409 | $115.3K | 0.01% | 00.0% | Unchanged |
| Marotta Asset Management | 11,639 | $117.7K | 0.02% | −455−3.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,656 | $117.8K | 0.00% | +318+2.8% | Added |
| Commerce Bank | 11,675 | $118.0K | 0.00% | +11,675 | New |
| Fiduciary Alliance LLC | 11,676 | $118.0K | 0.01% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 11,899 | $120.3K | 0.01% | +11,899 | New |
| Frec Markets, Inc. | 11,983 | $121.2K | 0.04% | +11,983 | New |
| Lazard Asset Management LLC | 12,000 | $121.3K | 0.00% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 12,411 | $121.9K | 0.07% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12,060 | $121.9K | 0.07% | +2,357+24.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,098 | $122.3K | 0.01% | +1,715+16.5% | Added |
| Bain Capital Public Equity, LP | 12,144 | $122.8K | 0.07% | +12,144 | New |
| Cornerstone Wealth Management, LLC | 12,173 | $123.1K | 0.01% | −295−2.4% | Reduced |
| Hancock Whitney Corp | 12,314 | $124.5K | 0.00% | +67+0.5% | Added |
| Fundamentun, LLC | 12,325 | $124.6K | 0.00% | +12,325 | New |
| Procyon Private Wealth Partners, LLC | 12,478 | $126.2K | 0.01% | +931+8.1% | Added |
| Allworth Financial LP | 12,863 | $127.0K | 0.00% | −2,702−17.4% | Reduced |
| Busey Wealth Management | 12,645 | $127.8K | 0.00% | +12,645 | New |
| Prospect Financial Group LLC | 12,661 | $128.0K | 0.12% | −2,043−13.9% | Reduced |
| Umb Bank N A | 12,738 | $128.8K | 0.00% | +311+2.5% | Added |
| Gabelli Funds LLC | 13,000 | $131.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 13,041 | $131.8K | 0.01% | +13,041 | New |
| Sagespring Wealth Partners, LLC | 13,061 | $132.0K | 0.00% | +13,061 | New |
| Hilltop National Bank | 13,124 | $132.7K | 0.03% | +9,895+306.4% | Added |
| Essex Savings Bank | 13,295 | $134.4K | 0.03% | +25+0.2% | Added |
| Flagship Harbor Advisors, LLC | 13,344 | $134.9K | 0.01% | −1,154−8.0% | Reduced |
| West Family Investments, Inc. | 13,481 | $136.3K | 0.03% | −568−4.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 13,491 | $136.4K | 0.00% | −591−4.2% | Reduced |
| McAdam, LLC | 13,686 | $138.4K | 0.01% | +13,686 | New |
| May Hill Capital, LLC | 13,747 | $139.0K | 0.04% | +3,316+31.8% | Added |
| Wealthspire Advisors, LLC | 14,047 | $142.0K | 0.00% | +9,411+203.0% | Added |
| Personal Cfo Solutions, LLC | 14,053 | $142.1K | 0.02% | +182+1.3% | Added |
| Checchi Capital Advisers, LLC | 14,525 | $146.8K | 0.01% | −860−5.6% | Reduced |
| Cardiff Park Advisors, LLC | 14,885 | $150.5K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 15,212 | $153.8K | 0.00% | −1,444−8.7% | Reduced |
| Drucker Wealth 3.0, LLC | 15,503 | $156.7K | 0.03% | +15,503 | New |
| Dimension Capital Management LLC | 15,533 | $157.0K | 0.02% | +378+2.5% | Added |
| Sage Rhino Capital LLC | 15,617 | $157.9K | 0.03% | +66+0.4% | Added |
| Evolve Private Wealth, LLC | 15,836 | $160.1K | 0.01% | +15,836 | New |
| Federation des caisses Desjardins du Quebec | 15,940 | $161.2K | 0.00% | −3,051−16.1% | Reduced |
| Ameritas Advisory Services, LLC | 15,976 | $161.5K | 0.01% | −144−0.9% | Reduced |
| IHT Wealth Management, LLC | 16,205 | $163.8K | 0.00% | +1,049+6.9% | Added |
| Moors & Cabot, Inc. | 16,334 | $165.1K | 0.01% | 00.0% | Unchanged |