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 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 47,461 | $479.8K | 0.06% | −2,202−4.4% | Reduced |
| ExodusPoint Capital Management, LP | 47,356 | $478.8K | 0.01% | +47,356 | New |
| WealthTrust Axiom LLC | 47,286 | $478.1K | 0.12% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 45,494 | $460.9K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 44,388 | $448.8K | 0.01% | −33,899−43.3% | Reduced |
| Clarius Group, LLC | 44,292 | $447.8K | 0.03% | +44,292 | New |
| Simplicity Wealth,LLC | 44,131 | $446.2K | 0.03% | +1,267+3.0% | Added |
| Central Pacific Bank - Trust Division | 43,840 | $443.2K | 0.05% | −400−0.9% | Reduced |
| Kathmere Capital Management, LLC | 43,705 | $441.9K | 0.03% | −5,838−11.8% | Reduced |
| Lido Advisors, LLC | 48,899 | $441.0K | 0.00% | +10.0% | Added |
| Martin Investment Management, LLC | 42,345 | $428.1K | 0.12% | −4,430−9.5% | Reduced |
| Transcend Wealth Collective, LLC | 41,650 | $421.1K | 0.03% | +8,899+27.2% | Added |
| Peapack Gladstone Financial Corp | 41,438 | $420.0K | 0.01% | −1,053−2.5% | Reduced |
| Aaron Wealth Advisors | 41,222 | $416.8K | 0.02% | +13,922+51.0% | Added |
| Two Sigma Securities, LLC | 40,834 | $412.8K | 0.06% | +40,834 | New |
| Trust Point Inc. | 39,605 | $400.4K | 0.03% | +16,978+75.0% | Added |
| R Squared Ltd | 39,576 | $400.1K | 0.19% | +7,521+23.5% | Added |
| Mount Yale Investment Advisors, LLC | 39,425 | $398.6K | 0.02% | +18,488+88.3% | Added |
| United Capital Financial Advisers, LLC | 38,581 | $390.1K | 0.00% | +4,482+13.1% | Added |
| Allspring Global Investments Holdings, LLC | 38,484 | $387.0K | 0.00% | +12,793+49.8% | Added |
| Auxier Asset Management | 37,076 | $374.8K | 0.05% | −898−2.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 36,789 | $371.9K | 0.01% | +431+1.2% | Added |
| Ballentine Partners, LLC | 36,549 | $369.5K | 0.01% | +14,191+63.5% | Added |
| Coldstream Capital Management Inc | 36,228 | $366.3K | 0.00% | +6,858+23.4% | Added |
| SBI Securities Co., Ltd. | 36,196 | $365.9K | 0.01% | +140.0% | Added |
| Aspen Grove Capital, LLC | 36,108 | $365.1K | 0.06% | +364+1.0% | Added |
| Independent Advisor Alliance | 35,848 | $362.4K | 0.01% | +13,561+60.8% | Added |
| Legacy Capital Wealth Partners, LLC | 35,339 | $357.3K | 0.08% | −845−2.3% | Reduced |
| AlphaCore Capital LLC | 35,255 | $356.4K | 0.01% | −11,360−24.4% | Reduced |
| EverSource Wealth Advisors, LLC | 35,018 | $354.0K | 0.01% | +8,477+31.9% | Added |
| Fortress Private Ledger, LLC | 34,554 | $349.3K | 0.12% | −4,944−12.5% | Reduced |
| Atomi Financial Group, Inc. | 34,545 | $349.3K | 0.01% | +599+1.8% | Added |
| New Republic Capital, LLC | 33,479 | $338.5K | 0.09% | +23,338+230.1% | Added |
| Diversified Trust Co | 32,853 | $332.1K | 0.01% | +10,574+47.5% | Added |
| Smartleaf Asset Management LLC | 32,888 | $331.5K | 0.01% | +3,439+11.7% | Added |
| Insigneo Advisory Services, LLC | 32,372 | $327.3K | 0.02% | +153+0.5% | Added |
| Forum Financial Management, LP | 32,176 | $325.3K | 0.00% | +20+0.1% | Added |
| Rehmann Capital Advisory Group | 31,183 | $315.3K | 0.02% | +17,991+136.4% | Added |
| Marks Group Wealth Management, Inc | 31,137 | $314.8K | 0.03% | −901−2.8% | Reduced |
| Advisory Services Network, LLC | 30,895 | $312.3K | 0.00% | +13,464+77.2% | Added |
| Mane Global Capital Management LP | 30,795 | $311.3K | 0.02% | +30,795 | New |
| First Horizon Corp | 30,555 | $308.9K | 0.01% | +6,474+26.9% | Added |
| Defined Wealth Management, LLC | 29,237 | $295.6K | 0.17% | −148−0.5% | Reduced |
| Lafayette Investments, Inc. | 29,104 | $294.2K | 0.06% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 28,721 | $290.4K | 0.02% | +4,114+16.7% | Added |
| Baird Financial Group, Inc. | 27,371 | $276.7K | 0.00% | +11,133+68.6% | Added |
| Chilton Investment Co LLC | 27,000 | $273.0K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 26,960 | $272.6K | 0.00% | +26,960 | New |
| Patrick M Sweeney & Associates, Inc | 26,868 | $271.6K | 0.17% | −23,000−46.1% | Reduced |
| Seed Wealth Management, Inc. | 26,580 | $268.7K | 0.19% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 26,446 | $267.4K | 0.01% | +2,997+12.8% | Added |
| Valeo Financial Advisors, LLC | 26,275 | $265.6K | 0.01% | +3,260+14.2% | Added |
| MN Wealth Advisors, LLC | 25,934 | $262.2K | 0.13% | −668−2.5% | Reduced |
| Clearstead Advisors, LLC | 25,847 | $261.3K | 0.00% | +1,406+5.8% | Added |
| Beacon Pointe Advisors, LLC | 25,736 | $260.2K | 0.00% | +7,342+39.9% | Added |
| Versant Capital Management, Inc | 25,494 | $257.7K | 0.03% | +4,807+23.2% | Added |
| Parallel Advisors, LLC | 25,138 | $254.2K | 0.00% | +2,768+12.4% | Added |
| Susquehanna International Group, LLP | 25,081 | $253.6K | 0.00% | −9,134−26.7% | Reduced |
| TD Private Client Wealth LLC | 24,965 | $252.4K | 0.01% | +3,505+16.3% | Added |
| Equitable Holdings, Inc. | 24,946 | $252.2K | 0.00% | −8,329−25.0% | Reduced |
| Oppenheimer & Co Inc | 24,744 | $250.2K | 0.00% | +1,100+4.7% | Added |
| Wallace Capital Management Inc. | 24,551 | $248.2K | 0.03% | −24,986−50.4% | Reduced |
| Ingalls & Snyder LLC | 24,489 | $248.0K | 0.01% | −2,900−10.6% | Reduced |
| Haverford Trust Co | 24,454 | $247.2K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 24,002 | $242.0K | 0.00% | +364+1.5% | Added |
| Bessemer Group Inc | 23,280 | $236.0K | 0.00% | +1,013+4.5% | Added |
| Bollard Group LLC | 23,277 | $235.0K | 0.01% | +23,277 | New |
| Farther Finance Advisors, LLC | 22,922 | $231.7K | 0.00% | +9,848+75.3% | Added |
| Fielder Capital Group LLC | 22,885 | $231.4K | 0.05% | +75+0.3% | Added |
| EP Wealth Advisors, LLC | 22,571 | $228.2K | 0.00% | +22,571 | New |
| Highland Capital Management, LLC | 22,445 | $226.9K | 0.01% | −4,860−17.8% | Reduced |
| Lighthouse Financial Services Inc | 22,355 | $226.0K | 0.05% | +22,355 | New |
| OpenArc Corporate Advisory, LLC | 22,293 | $225.4K | 0.00% | +22,293 | New |
| Flow Traders U.S. LLC | 22,279 | $225.0K | 0.01% | +22,279 | New |
| Concurrent Investment Advisors, LLC | 22,050 | $222.9K | 0.00% | +6,815+44.7% | Added |
| CWM, LLC | 21,885 | $221.0K | 0.00% | +220+1.0% | Added |
| Resources Investment Advisors, LLC. | 21,731 | $219.7K | 0.00% | +569+2.7% | Added |
| Invesco Ltd. | 21,361 | $216.0K | 0.00% | −661,556−96.9% | Reduced |
| GAMMA Investing LLC | 21,324 | $215.6K | 0.01% | −2,051−8.8% | Reduced |
| Bailard, Inc. | 21,259 | $214.9K | 0.00% | −261−1.2% | Reduced |
| Seeds Investor LLC | 20,942 | $211.7K | 0.04% | +242+1.2% | Added |
| Ariston Services Group | 20,721 | $209.5K | 0.12% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,654 | $208.8K | 0.00% | +2,172+11.8% | Added |
| Keystone Financial Group | 20,581 | $208.1K | 0.02% | +20,581 | New |
| Rexford Capital Inc | 20,524 | $207.5K | 0.16% | +800+4.1% | Added |
| PFG Investments, LLC | 20,075 | $203.0K | 0.01% | −1,065−5.0% | Reduced |
| Old National Bancorp | 20,022 | $202.4K | 0.00% | +4,463+28.7% | Added |
| Level Four Advisory Services, LLC | 19,840 | $200.6K | 0.01% | +990+5.3% | Added |
| Larry Mathis Financial Planning, LLC | 19,807 | $200.2K | 0.18% | +19,807 | New |
| Snowden Capital Advisors LLC | 19,745 | $199.6K | 0.01% | −4,235−17.7% | Reduced |
| Greenwich Wealth Management LLC | 19,546 | $198.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 19,564 | $197.8K | 0.00% | −273,287−93.3% | Reduced |
| Ewa, LLC | 19,168 | $193.8K | 0.05% | +19,168 | New |
| Global Retirement Partners, LLC | 19,053 | $192.6K | 0.00% | +6,307+49.5% | Added |
| Golden State Equity Partners | 18,590 | $187.9K | 0.03% | +505+2.8% | Added |
| Bank of Nova Scotia | 18,414 | $185.6K | 0.00% | +2,080+12.7% | Added |
| Keel Point, LLC | 18,340 | $185.4K | 0.01% | +4,405+31.6% | Added |
| MAI Capital Management | 18,318 | $185.2K | 0.00% | +167+0.9% | Added |
| AE Wealth Management LLC | 18,311 | $185.1K | 0.00% | −1,885−9.3% | Reduced |
| D.A. Davidson & Co. | 18,301 | $185.0K | 0.00% | −6,406−25.9% | Reduced |