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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 213,399 | $2.16M | 0.13% | +3,967+1.9% | Added |
| Horizon Investments, LLC | 212,175 | $2.15M | 0.03% | +3,356+1.6% | Added |
| Cetera Investment Advisers | 211,735 | $2.14M | 0.00% | +2,149+1.0% | Added |
| Silvercrest Asset Management Group LLC | 211,337 | $2.14M | 0.01% | +211+0.1% | Added |
| Keybank National Association | 210,154 | $2.12M | 0.01% | +13,423+6.8% | Added |
| RSM US Wealth Management LLC | 204,232 | $2.06M | 0.03% | −24,440−10.7% | Reduced |
| Exencial Wealth Advisors, LLC | 199,219 | $2.01M | 0.06% | +7,670+4.0% | Added |
| Skopos Labs, Inc. | 199,046 | $2.01M | 0.09% | +138,068+226.4% | Added |
| Commonwealth Equity Services, LLC | 198,129 | $2.00M | 0.00% | −10,186−4.9% | Reduced |
| JustInvest LLC | 192,505 | $1.95M | 0.02% | +9,969+5.5% | Added |
| Private Advisor Group, LLC | 190,125 | $1.92M | 0.01% | +52,008+37.7% | Added |
| First Trust Advisors LP | 188,521 | $1.91M | 0.00% | +6,513+3.6% | Added |
| Benjamin Edwards Inc | 184,148 | $1.86M | 0.02% | +39,184+27.0% | Added |
| Milford Funds Ltd | 180,000 | $1.82M | 0.04% | +180,000 | New |
| Natural Investments, LLC | 172,439 | $1.74M | 0.43% | +75,466+77.8% | Added |
| Colony Group, LLC | 170,971 | $1.73M | 0.00% | +16,406+10.6% | Added |
| Laird Norton Trust Company, LLC | 149,935 | $1.52M | 0.03% | +124,984+500.9% | Added |
| AQR Capital Management LLC | 149,855 | $1.52M | 0.00% | +11,101+8.0% | Added |
| Acadian Asset Management LLC | 143,497 | $1.45M | 0.00% | +7,671+5.6% | Added |
| HighTower Advisors, LLC | 140,637 | $1.42M | 0.00% | −84,770−37.6% | Reduced |
| Ameriprise Financial Inc | 139,955 | $1.41M | 0.00% | −322,528−69.7% | Reduced |
| Regions Financial Corp | 139,878 | $1.41M | 0.01% | −3,381−2.4% | Reduced |
| Atria Investments LLC | 137,684 | $1.39M | 0.02% | +9,368+7.3% | Added |
| MML Investors Services, LLC | 136,563 | $1.38M | 0.00% | −14,900−9.8% | Reduced |
| Principal Securities, Inc. | 134,669 | $1.36M | 0.02% | +15,742+13.2% | Added |
| HB Wealth Management, LLC | 133,581 | $1.35M | 0.01% | +5,857+4.6% | Added |
| Advisor Group Holdings, Inc. | 128,238 | $1.30M | 0.00% | +11,496+9.8% | Added |
| GWM Advisors LLC | 125,409 | $1.27M | 0.00% | +60,234+92.4% | Added |
| Pathstone Holdings, LLC | 125,206 | $1.27M | 0.00% | +5,397+4.5% | Added |
| CI Private Wealth, LLC | 127,223 | $1.26M | 0.00% | +10,396+8.9% | Added |
| WCG Wealth Advisors LLC | 117,312 | $1.19M | 0.03% | +59,884+104.3% | Added |
| Park Avenue Securities LLC | 114,341 | $1.16M | 0.01% | −51,710−31.1% | Reduced |
| Savant Capital, LLC | 113,228 | $1.14M | 0.01% | +85,646+310.5% | Added |
| UBS Asset Management Americas Inc | 111,826 | $1.13M | 0.00% | +111,826 | New |
| Evergreen Capital Management LLC | 109,422 | $1.11M | 0.02% | +14,170+14.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 106,686 | $1.10M | 0.00% | −3,894−3.5% | Reduced |
| Signaturefd, LLC | 105,175 | $1.06M | 0.02% | −29,311−21.8% | Reduced |
| Sterling Capital Management LLC | 100,971 | $1.02M | 0.02% | −32,597−24.4% | Reduced |
| 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 |
| Confluence Investment Management LLC | 99,380 | $1.00M | 0.02% | +5,749+6.1% | Added |
| Drive Wealth Management, LLC | 98,897 | $999.9K | 0.20% | +88,089+815.0% | Added |
| Calamos Advisors LLC | 96,862 | $979.3K | 0.00% | −1,203−1.2% | Reduced |
| Stephens Inc | 95,650 | $967.0K | 0.01% | −2,084−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 94,957 | $956.4K | 0.01% | +1,431+1.5% | Added |
| Public Employees Retirement System of Ohio | 94,215 | $952.5K | 0.00% | +94,215 | New |
| Euro Pacific Asset Management, LLC | 89,640 | $930.0K | 0.10% | −1,165−1.3% | Reduced |
| NewEdge Wealth, LLC | 91,766 | $927.8K | 0.01% | +14,528+18.8% | Added |
| Aquatic Capital Management LLC | 87,487 | $884.5K | 0.03% | +8,145+10.3% | Added |
| Robertson Stephens Wealth Management, LLC | 86,571 | $875.2K | 0.02% | +86,571 | New |
| Ethic Inc. | 86,544 | $875.0K | 0.01% | −8,405−8.9% | Reduced |
| Rhumbline Advisers | 86,226 | $871.7K | 0.00% | +31,145+56.5% | Added |
| Brown Advisory Inc | 85,836 | $867.8K | 0.00% | +7,950+10.2% | Added |
| Ieq Capital, LLC | 83,165 | $840.8K | 0.00% | +16,958+25.6% | Added |
| Dynasty Wealth Management, LLC | 83,086 | $840.0K | 0.01% | +83,086 | New |
| Ronald Blue Trust, Inc. | 81,731 | $826.3K | 0.01% | +26,731+48.6% | Added |
| Cohen Klingenstein LLC | 81,613 | $825.1K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 80,720 | $816.3K | 0.00% | +5,541+7.4% | Added |
| Syon Capital LLC | 79,868 | $807.5K | 0.04% | +6,767+9.3% | Added |
| Arkadios Wealth Advisors | 78,144 | $790.0K | 0.02% | −2,640−3.3% | Reduced |
| Tweedy, Browne Co LLC | 76,530 | $773.7K | 0.06% | −138−0.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 75,918 | $767.5K | 0.19% | +3,206+4.4% | Added |
| Quadrant Capital Group LLC | 74,352 | $751.7K | 0.02% | −36,261−32.8% | Reduced |
| Heritage Family Offices, LLP | 71,482 | $722.7K | 0.33% | −7,111−9.0% | Reduced |
| We Are One Seven, LLC | 71,206 | $719.9K | 0.01% | +256+0.4% | Added |
| Glenmede Trust Co NA | 69,078 | $698.4K | 0.00% | +69,078 | New |
| Guggenheim Capital LLC | 68,815 | $695.7K | 0.01% | −5,724−7.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 67,217 | $679.6K | 0.17% | +192+0.3% | Added |
| Cambiar Investors LLC | 66,329 | $670.6K | 0.03% | +326+0.5% | Added |
| Lester Murray Antman dba SimplyRich | 66,351 | $670.0K | 0.18% | +302+0.5% | Added |
| Merit Financial Group, LLC | 65,833 | $665.6K | 0.01% | +27,674+72.5% | Added |
| Ascent Group, LLC | 65,478 | $662.0K | 0.02% | +32,260+97.1% | Added |
| Kahn Brothers Group Inc | 65,321 | $660.4K | 0.12% | −2,706−4.0% | Reduced |
| One Wealth Advisors, LLC | 64,828 | $655.4K | 0.08% | −4,424−6.4% | Reduced |
| Future Fund LLC | 63,803 | $645.0K | 0.23% | −8,694−12.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 63,726 | $644.3K | 0.00% | +1,431+2.3% | Added |
| Axxcess Wealth Management, LLC | 62,910 | $636.0K | 0.01% | −3,359−5.1% | Reduced |
| Fiduciary Trust Co | 62,172 | $628.6K | 0.01% | −2,941−4.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 62,125 | $628.1K | 0.00% | +9,390+17.8% | Added |
| Vise Technologies, Inc. | 61,998 | $626.8K | 0.01% | +4,723+8.2% | Added |
| Warren Averett Asset Management, LLC | 61,352 | $620.3K | 0.01% | +28,530+86.9% | Added |
| Tower Research Capital LLC (TRC) | 60,668 | $613.4K | 0.01% | −585,179−90.6% | Reduced |
| Profund Advisors LLC | 58,463 | $591.1K | 0.02% | +12,712+27.8% | Added |
| AIMZ Investment Advisors, LLC | 57,628 | $582.6K | 0.17% | −5,500−8.7% | Reduced |
| Alliancebernstein L.P. | 57,150 | $577.8K | 0.00% | +346+0.6% | Added |
| Kestra Advisory Services, LLC | 56,689 | $573.1K | 0.00% | +4,676+9.0% | Added |
| SmartHarvest Portfolios, LLC | 55,820 | $564.3K | 0.20% | +55,820 | New |
| Argent Trust Co | 55,368 | $559.8K | 0.02% | +5,071+10.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,058 | $557.0K | 0.00% | +1,051+1.9% | Added |
| Steward Partners Investment Advisory, LLC | 54,841 | $554.4K | 0.00% | +12,658+30.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 54,429 | $550.3K | 0.01% | +42,989+375.8% | Added |
| Keystone Financial Planning, Inc. | 54,366 | $549.6K | 0.16% | −168,476−75.6% | Reduced |
| HighPoint Advisor Group LLC | 54,206 | $548.0K | 0.01% | +1,913+3.7% | Added |
| Tempus Wealth Planning, LLC | 53,562 | $541.5K | 0.12% | −751−1.4% | Reduced |
| King Luther Capital Management Corp | 53,299 | $538.9K | 0.00% | +25,007+88.4% | Added |
| CAPROCK Group, Inc. | 52,696 | $532.8K | 0.01% | +515+1.0% | Added |
| Blair William & Co | 51,642 | $522.1K | 0.00% | +3,808+8.0% | Added |
| Summitry LLC | 50,815 | $513.7K | 0.02% | +6,345+14.3% | Added |
| Torrey Growth & Income Advisors | 50,334 | $508.9K | 0.18% | −21,361−29.8% | Reduced |
| Cardinal Capital Management | 48,323 | $488.5K | 0.06% | +238+0.5% | Added |