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 |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 43,705 | $441.9K | 0.03% | −5,838−11.8% | Reduced |
| Central Pacific Bank - Trust Division | 43,840 | $443.2K | 0.05% | −400−0.9% | Reduced |
| Simplicity Wealth,LLC | 44,131 | $446.2K | 0.03% | +1,267+3.0% | Added |
| Clarius Group, LLC | 44,292 | $447.8K | 0.03% | +44,292 | New |
| Ritholtz Wealth Management | 44,388 | $448.8K | 0.01% | −33,899−43.3% | Reduced |
| Yousif Capital Management, LLC | 45,494 | $460.9K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 47,286 | $478.1K | 0.12% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 47,356 | $478.8K | 0.01% | +47,356 | New |
| Naviter Wealth, LLC | 47,461 | $479.8K | 0.06% | −2,202−4.4% | Reduced |
| Cardinal Capital Management | 48,323 | $488.5K | 0.06% | +238+0.5% | Added |
| Torrey Growth & Income Advisors | 50,334 | $508.9K | 0.18% | −21,361−29.8% | Reduced |
| Summitry LLC | 50,815 | $513.7K | 0.02% | +6,345+14.3% | Added |
| Blair William & Co | 51,642 | $522.1K | 0.00% | +3,808+8.0% | Added |
| CAPROCK Group, Inc. | 52,696 | $532.8K | 0.01% | +515+1.0% | Added |
| King Luther Capital Management Corp | 53,299 | $538.9K | 0.00% | +25,007+88.4% | Added |
| Tempus Wealth Planning, LLC | 53,562 | $541.5K | 0.12% | −751−1.4% | Reduced |
| HighPoint Advisor Group LLC | 54,206 | $548.0K | 0.01% | +1,913+3.7% | Added |
| Keystone Financial Planning, Inc. | 54,366 | $549.6K | 0.16% | −168,476−75.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 54,429 | $550.3K | 0.01% | +42,989+375.8% | Added |
| Steward Partners Investment Advisory, LLC | 54,841 | $554.4K | 0.00% | +12,658+30.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,058 | $557.0K | 0.00% | +1,051+1.9% | Added |
| Argent Trust Co | 55,368 | $559.8K | 0.02% | +5,071+10.1% | Added |
| SmartHarvest Portfolios, LLC | 55,820 | $564.3K | 0.20% | +55,820 | New |
| Kestra Advisory Services, LLC | 56,689 | $573.1K | 0.00% | +4,676+9.0% | Added |
| Alliancebernstein L.P. | 57,150 | $577.8K | 0.00% | +346+0.6% | Added |
| AIMZ Investment Advisors, LLC | 57,628 | $582.6K | 0.17% | −5,500−8.7% | Reduced |
| Profund Advisors LLC | 58,463 | $591.1K | 0.02% | +12,712+27.8% | Added |
| Tower Research Capital LLC (TRC) | 60,668 | $613.4K | 0.01% | −585,179−90.6% | Reduced |
| Warren Averett Asset Management, LLC | 61,352 | $620.3K | 0.01% | +28,530+86.9% | Added |
| Vise Technologies, Inc. | 61,998 | $626.8K | 0.01% | +4,723+8.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 62,125 | $628.1K | 0.00% | +9,390+17.8% | Added |
| Fiduciary Trust Co | 62,172 | $628.6K | 0.01% | −2,941−4.5% | Reduced |
| Axxcess Wealth Management, LLC | 62,910 | $636.0K | 0.01% | −3,359−5.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 63,726 | $644.3K | 0.00% | +1,431+2.3% | Added |
| Future Fund LLC | 63,803 | $645.0K | 0.23% | −8,694−12.0% | Reduced |
| One Wealth Advisors, LLC | 64,828 | $655.4K | 0.08% | −4,424−6.4% | Reduced |
| Kahn Brothers Group Inc | 65,321 | $660.4K | 0.12% | −2,706−4.0% | Reduced |
| Ascent Group, LLC | 65,478 | $662.0K | 0.02% | +32,260+97.1% | Added |
| Merit Financial Group, LLC | 65,833 | $665.6K | 0.01% | +27,674+72.5% | Added |
| Lester Murray Antman dba SimplyRich | 66,351 | $670.0K | 0.18% | +302+0.5% | Added |
| Cambiar Investors LLC | 66,329 | $670.6K | 0.03% | +326+0.5% | Added |
| Legacy Wealth Asset Management, LLC | 67,217 | $679.6K | 0.17% | +192+0.3% | Added |
| Guggenheim Capital LLC | 68,815 | $695.7K | 0.01% | −5,724−7.7% | Reduced |
| Glenmede Trust Co NA | 69,078 | $698.4K | 0.00% | +69,078 | New |
| We Are One Seven, LLC | 71,206 | $719.9K | 0.01% | +256+0.4% | Added |
| Heritage Family Offices, LLP | 71,482 | $722.7K | 0.33% | −7,111−9.0% | Reduced |
| Quadrant Capital Group LLC | 74,352 | $751.7K | 0.02% | −36,261−32.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 75,918 | $767.5K | 0.19% | +3,206+4.4% | Added |
| Tweedy, Browne Co LLC | 76,530 | $773.7K | 0.06% | −138−0.2% | Reduced |
| Arkadios Wealth Advisors | 78,144 | $790.0K | 0.02% | −2,640−3.3% | Reduced |
| Syon Capital LLC | 79,868 | $807.5K | 0.04% | +6,767+9.3% | Added |
| M&T Bank Corp | 80,720 | $816.3K | 0.00% | +5,541+7.4% | Added |
| Cohen Klingenstein LLC | 81,613 | $825.1K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 81,731 | $826.3K | 0.01% | +26,731+48.6% | Added |
| Dynasty Wealth Management, LLC | 83,086 | $840.0K | 0.01% | +83,086 | New |
| Ieq Capital, LLC | 83,165 | $840.8K | 0.00% | +16,958+25.6% | Added |
| Brown Advisory Inc | 85,836 | $867.8K | 0.00% | +7,950+10.2% | Added |
| Rhumbline Advisers | 86,226 | $871.7K | 0.00% | +31,145+56.5% | Added |
| Ethic Inc. | 86,544 | $875.0K | 0.01% | −8,405−8.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 86,571 | $875.2K | 0.02% | +86,571 | New |
| Aquatic Capital Management LLC | 87,487 | $884.5K | 0.03% | +8,145+10.3% | Added |
| NewEdge Wealth, LLC | 91,766 | $927.8K | 0.01% | +14,528+18.8% | Added |
| Euro Pacific Asset Management, LLC | 89,640 | $930.0K | 0.10% | −1,165−1.3% | Reduced |
| Public Employees Retirement System of Ohio | 94,215 | $952.5K | 0.00% | +94,215 | New |
| Sequoia Financial Advisors, LLC | 94,957 | $956.4K | 0.01% | +1,431+1.5% | Added |
| Stephens Inc | 95,650 | $967.0K | 0.01% | −2,084−2.1% | Reduced |
| Calamos Advisors LLC | 96,862 | $979.3K | 0.00% | −1,203−1.2% | Reduced |
| Drive Wealth Management, LLC | 98,897 | $999.9K | 0.20% | +88,089+815.0% | Added |
| Confluence Investment Management LLC | 99,380 | $1.00M | 0.02% | +5,749+6.1% | Added |
| Altshuler Shaham Ltd | 100,000 | $1.01M | 0.02% | −7,838,977−98.7% | Reduced |
| American Assets Investment Management, LLC | 100,000 | $1.01M | 0.07% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 100,971 | $1.02M | 0.02% | −32,597−24.4% | Reduced |
| Signaturefd, LLC | 105,175 | $1.06M | 0.02% | −29,311−21.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 106,686 | $1.10M | 0.00% | −3,894−3.5% | Reduced |
| Evergreen Capital Management LLC | 109,422 | $1.11M | 0.02% | +14,170+14.9% | Added |
| UBS Asset Management Americas Inc | 111,826 | $1.13M | 0.00% | +111,826 | New |
| Savant Capital, LLC | 113,228 | $1.14M | 0.01% | +85,646+310.5% | Added |
| Park Avenue Securities LLC | 114,341 | $1.16M | 0.01% | −51,710−31.1% | Reduced |
| WCG Wealth Advisors LLC | 117,312 | $1.19M | 0.03% | +59,884+104.3% | Added |
| CI Private Wealth, LLC | 127,223 | $1.26M | 0.00% | +10,396+8.9% | Added |
| Pathstone Holdings, LLC | 125,206 | $1.27M | 0.00% | +5,397+4.5% | Added |
| GWM Advisors LLC | 125,409 | $1.27M | 0.00% | +60,234+92.4% | Added |
| Advisor Group Holdings, Inc. | 128,238 | $1.30M | 0.00% | +11,496+9.8% | Added |
| HB Wealth Management, LLC | 133,581 | $1.35M | 0.01% | +5,857+4.6% | Added |
| Principal Securities, Inc. | 134,669 | $1.36M | 0.02% | +15,742+13.2% | Added |
| MML Investors Services, LLC | 136,563 | $1.38M | 0.00% | −14,900−9.8% | Reduced |
| Atria Investments LLC | 137,684 | $1.39M | 0.02% | +9,368+7.3% | Added |
| Regions Financial Corp | 139,878 | $1.41M | 0.01% | −3,381−2.4% | Reduced |
| Ameriprise Financial Inc | 139,955 | $1.41M | 0.00% | −322,528−69.7% | Reduced |
| HighTower Advisors, LLC | 140,637 | $1.42M | 0.00% | −84,770−37.6% | Reduced |
| Acadian Asset Management LLC | 143,497 | $1.45M | 0.00% | +7,671+5.6% | Added |
| AQR Capital Management LLC | 149,855 | $1.52M | 0.00% | +11,101+8.0% | Added |
| Laird Norton Trust Company, LLC | 149,935 | $1.52M | 0.03% | +124,984+500.9% | Added |
| Colony Group, LLC | 170,971 | $1.73M | 0.00% | +16,406+10.6% | Added |
| Natural Investments, LLC | 172,439 | $1.74M | 0.43% | +75,466+77.8% | Added |
| Milford Funds Ltd | 180,000 | $1.82M | 0.04% | +180,000 | New |
| Benjamin Edwards Inc | 184,148 | $1.86M | 0.02% | +39,184+27.0% | Added |
| First Trust Advisors LP | 188,521 | $1.91M | 0.00% | +6,513+3.6% | Added |
| Private Advisor Group, LLC | 190,125 | $1.92M | 0.01% | +52,008+37.7% | Added |
| JustInvest LLC | 192,505 | $1.95M | 0.02% | +9,969+5.5% | Added |