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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 16,654 | $168.4K | 0.01% | −1,864−10.1% | Reduced |
| Choate Investment Advisors | 17,006 | $171.9K | 0.00% | −5,934−25.9% | Reduced |
| Yoffe Investment Management, LLC | 17,073 | $172.6K | 0.22% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 19,888 | $173.1K | 0.10% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 17,170 | $173.6K | 0.00% | −4,159−19.5% | Reduced |
| Riverbridge Partners LLC | 17,477 | $176.7K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 17,884 | $178.0K | 0.00% | +528+3.0% | Added |
| First National Bank of Omaha | 17,783 | $179.3K | 0.01% | +17,783 | New |
| National Bank of Canada | 17,849 | $180.6K | 0.00% | +464+2.7% | Added |
| D.A. Davidson & Co. | 18,301 | $185.0K | 0.00% | −6,406−25.9% | Reduced |
| AE Wealth Management LLC | 18,311 | $185.1K | 0.00% | −1,885−9.3% | Reduced |
| MAI Capital Management | 18,318 | $185.2K | 0.00% | +167+0.9% | Added |
| Keel Point, LLC | 18,340 | $185.4K | 0.01% | +4,405+31.6% | Added |
| Bank of Nova Scotia | 18,414 | $185.6K | 0.00% | +2,080+12.7% | Added |
| Golden State Equity Partners | 18,590 | $187.9K | 0.03% | +505+2.8% | Added |
| Global Retirement Partners, LLC | 19,053 | $192.6K | 0.00% | +6,307+49.5% | Added |
| Ewa, LLC | 19,168 | $193.8K | 0.05% | +19,168 | New |
| State Street Corp | 19,564 | $197.8K | 0.00% | −273,287−93.3% | Reduced |
| Greenwich Wealth Management LLC | 19,546 | $198.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 19,745 | $199.6K | 0.01% | −4,235−17.7% | Reduced |
| Larry Mathis Financial Planning, LLC | 19,807 | $200.2K | 0.18% | +19,807 | New |
| Level Four Advisory Services, LLC | 19,840 | $200.6K | 0.01% | +990+5.3% | Added |
| Old National Bancorp | 20,022 | $202.4K | 0.00% | +4,463+28.7% | Added |
| PFG Investments, LLC | 20,075 | $203.0K | 0.01% | −1,065−5.0% | Reduced |
| Rexford Capital Inc | 20,524 | $207.5K | 0.16% | +800+4.1% | Added |
| Keystone Financial Group | 20,581 | $208.1K | 0.02% | +20,581 | New |
| Northwestern Mutual Wealth Management Co | 20,654 | $208.8K | 0.00% | +2,172+11.8% | Added |
| Ariston Services Group | 20,721 | $209.5K | 0.12% | 00.0% | Unchanged |
| Seeds Investor LLC | 20,942 | $211.7K | 0.04% | +242+1.2% | Added |
| Bailard, Inc. | 21,259 | $214.9K | 0.00% | −261−1.2% | Reduced |
| GAMMA Investing LLC | 21,324 | $215.6K | 0.01% | −2,051−8.8% | Reduced |
| Invesco Ltd. | 21,361 | $216.0K | 0.00% | −661,556−96.9% | Reduced |
| Resources Investment Advisors, LLC. | 21,731 | $219.7K | 0.00% | +569+2.7% | Added |
| CWM, LLC | 21,885 | $221.0K | 0.00% | +220+1.0% | Added |
| Concurrent Investment Advisors, LLC | 22,050 | $222.9K | 0.00% | +6,815+44.7% | Added |
| Flow Traders U.S. LLC | 22,279 | $225.0K | 0.01% | +22,279 | New |
| OpenArc Corporate Advisory, LLC | 22,293 | $225.4K | 0.00% | +22,293 | New |
| Lighthouse Financial Services Inc | 22,355 | $226.0K | 0.05% | +22,355 | New |
| Highland Capital Management, LLC | 22,445 | $226.9K | 0.01% | −4,860−17.8% | Reduced |
| EP Wealth Advisors, LLC | 22,571 | $228.2K | 0.00% | +22,571 | New |
| Fielder Capital Group LLC | 22,885 | $231.4K | 0.05% | +75+0.3% | Added |
| Farther Finance Advisors, LLC | 22,922 | $231.7K | 0.00% | +9,848+75.3% | Added |
| Bollard Group LLC | 23,277 | $235.0K | 0.01% | +23,277 | New |
| Bessemer Group Inc | 23,280 | $236.0K | 0.00% | +1,013+4.5% | Added |
| Thrivent Financial for Lutherans | 24,002 | $242.0K | 0.00% | +364+1.5% | Added |
| Haverford Trust Co | 24,454 | $247.2K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 24,489 | $248.0K | 0.01% | −2,900−10.6% | Reduced |
| Wallace Capital Management Inc. | 24,551 | $248.2K | 0.03% | −24,986−50.4% | Reduced |
| Oppenheimer & Co Inc | 24,744 | $250.2K | 0.00% | +1,100+4.7% | Added |
| Equitable Holdings, Inc. | 24,946 | $252.2K | 0.00% | −8,329−25.0% | Reduced |
| TD Private Client Wealth LLC | 24,965 | $252.4K | 0.01% | +3,505+16.3% | Added |
| Susquehanna International Group, LLP | 25,081 | $253.6K | 0.00% | −9,134−26.7% | Reduced |
| Parallel Advisors, LLC | 25,138 | $254.2K | 0.00% | +2,768+12.4% | Added |
| Versant Capital Management, Inc | 25,494 | $257.7K | 0.03% | +4,807+23.2% | Added |
| Beacon Pointe Advisors, LLC | 25,736 | $260.2K | 0.00% | +7,342+39.9% | Added |
| Clearstead Advisors, LLC | 25,847 | $261.3K | 0.00% | +1,406+5.8% | Added |
| MN Wealth Advisors, LLC | 25,934 | $262.2K | 0.13% | −668−2.5% | Reduced |
| Valeo Financial Advisors, LLC | 26,275 | $265.6K | 0.01% | +3,260+14.2% | Added |
| Resonant Capital Advisors, LLC | 26,446 | $267.4K | 0.01% | +2,997+12.8% | Added |
| Seed Wealth Management, Inc. | 26,580 | $268.7K | 0.19% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 26,868 | $271.6K | 0.17% | −23,000−46.1% | Reduced |
| Bleakley Financial Group, LLC | 26,960 | $272.6K | 0.00% | +26,960 | New |
| Chilton Investment Co LLC | 27,000 | $273.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 27,371 | $276.7K | 0.00% | +11,133+68.6% | Added |
| Dorsey & Whitney Trust CO LLC | 28,721 | $290.4K | 0.02% | +4,114+16.7% | Added |
| Lafayette Investments, Inc. | 29,104 | $294.2K | 0.06% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 29,237 | $295.6K | 0.17% | −148−0.5% | Reduced |
| First Horizon Corp | 30,555 | $308.9K | 0.01% | +6,474+26.9% | Added |
| Mane Global Capital Management LP | 30,795 | $311.3K | 0.02% | +30,795 | New |
| Advisory Services Network, LLC | 30,895 | $312.3K | 0.00% | +13,464+77.2% | Added |
| Marks Group Wealth Management, Inc | 31,137 | $314.8K | 0.03% | −901−2.8% | Reduced |
| Rehmann Capital Advisory Group | 31,183 | $315.3K | 0.02% | +17,991+136.4% | Added |
| Forum Financial Management, LP | 32,176 | $325.3K | 0.00% | +20+0.1% | Added |
| Insigneo Advisory Services, LLC | 32,372 | $327.3K | 0.02% | +153+0.5% | Added |
| Smartleaf Asset Management LLC | 32,888 | $331.5K | 0.01% | +3,439+11.7% | Added |
| Diversified Trust Co | 32,853 | $332.1K | 0.01% | +10,574+47.5% | Added |
| New Republic Capital, LLC | 33,479 | $338.5K | 0.09% | +23,338+230.1% | Added |
| Atomi Financial Group, Inc. | 34,545 | $349.3K | 0.01% | +599+1.8% | Added |
| Fortress Private Ledger, LLC | 34,554 | $349.3K | 0.12% | −4,944−12.5% | Reduced |
| EverSource Wealth Advisors, LLC | 35,018 | $354.0K | 0.01% | +8,477+31.9% | Added |
| AlphaCore Capital LLC | 35,255 | $356.4K | 0.01% | −11,360−24.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 35,339 | $357.3K | 0.08% | −845−2.3% | Reduced |
| Independent Advisor Alliance | 35,848 | $362.4K | 0.01% | +13,561+60.8% | Added |
| Aspen Grove Capital, LLC | 36,108 | $365.1K | 0.06% | +364+1.0% | Added |
| SBI Securities Co., Ltd. | 36,196 | $365.9K | 0.01% | +140.0% | Added |
| Coldstream Capital Management Inc | 36,228 | $366.3K | 0.00% | +6,858+23.4% | Added |
| Ballentine Partners, LLC | 36,549 | $369.5K | 0.01% | +14,191+63.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 36,789 | $371.9K | 0.01% | +431+1.2% | Added |
| Auxier Asset Management | 37,076 | $374.8K | 0.05% | −898−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 38,484 | $387.0K | 0.00% | +12,793+49.8% | Added |
| United Capital Financial Advisers, LLC | 38,581 | $390.1K | 0.00% | +4,482+13.1% | Added |
| Mount Yale Investment Advisors, LLC | 39,425 | $398.6K | 0.02% | +18,488+88.3% | Added |
| R Squared Ltd | 39,576 | $400.1K | 0.19% | +7,521+23.5% | Added |
| Trust Point Inc. | 39,605 | $400.4K | 0.03% | +16,978+75.0% | Added |
| Two Sigma Securities, LLC | 40,834 | $412.8K | 0.06% | +40,834 | New |
| Aaron Wealth Advisors | 41,222 | $416.8K | 0.02% | +13,922+51.0% | Added |
| Peapack Gladstone Financial Corp | 41,438 | $420.0K | 0.01% | −1,053−2.5% | Reduced |
| Transcend Wealth Collective, LLC | 41,650 | $421.1K | 0.03% | +8,899+27.2% | Added |
| Martin Investment Management, LLC | 42,345 | $428.1K | 0.12% | −4,430−9.5% | Reduced |
| Lido Advisors, LLC | 48,899 | $441.0K | 0.00% | +10.0% | Added |