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 |
|---|---|---|---|---|---|
| National Bank of Canada | 17,849 | $180.6K | 0.00% | +464+2.7% | Added |
| First National Bank of Omaha | 17,783 | $179.3K | 0.01% | +17,783 | New |
| J.W. Cole Advisors, Inc. | 17,884 | $178.0K | 0.00% | +528+3.0% | Added |
| Riverbridge Partners LLC | 17,477 | $176.7K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 17,170 | $173.6K | 0.00% | −4,159−19.5% | Reduced |
| Beacon Financial Strategies CORP | 19,888 | $173.1K | 0.10% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 17,073 | $172.6K | 0.22% | 00.0% | Unchanged |
| Choate Investment Advisors | 17,006 | $171.9K | 0.00% | −5,934−25.9% | Reduced |
| PDS Planning, Inc | 16,654 | $168.4K | 0.01% | −1,864−10.1% | Reduced |
| Moors & Cabot, Inc. | 16,334 | $165.1K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 16,205 | $163.8K | 0.00% | +1,049+6.9% | Added |
| Ameritas Advisory Services, LLC | 15,976 | $161.5K | 0.01% | −144−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,940 | $161.2K | 0.00% | −3,051−16.1% | Reduced |
| Evolve Private Wealth, LLC | 15,836 | $160.1K | 0.01% | +15,836 | New |
| Sage Rhino Capital LLC | 15,617 | $157.9K | 0.03% | +66+0.4% | Added |
| Dimension Capital Management LLC | 15,533 | $157.0K | 0.02% | +378+2.5% | Added |
| Drucker Wealth 3.0, LLC | 15,503 | $156.7K | 0.03% | +15,503 | New |
| Quotient Wealth Partners, LLC | 15,212 | $153.8K | 0.00% | −1,444−8.7% | Reduced |
| Cardiff Park Advisors, LLC | 14,885 | $150.5K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 14,525 | $146.8K | 0.01% | −860−5.6% | Reduced |
| Personal Cfo Solutions, LLC | 14,053 | $142.1K | 0.02% | +182+1.3% | Added |
| Wealthspire Advisors, LLC | 14,047 | $142.0K | 0.00% | +9,411+203.0% | Added |
| May Hill Capital, LLC | 13,747 | $139.0K | 0.04% | +3,316+31.8% | Added |
| McAdam, LLC | 13,686 | $138.4K | 0.01% | +13,686 | New |
| Horizon Kinetics Asset Management LLC | 13,491 | $136.4K | 0.00% | −591−4.2% | Reduced |
| West Family Investments, Inc. | 13,481 | $136.3K | 0.03% | −568−4.0% | Reduced |
| Flagship Harbor Advisors, LLC | 13,344 | $134.9K | 0.01% | −1,154−8.0% | Reduced |
| Essex Savings Bank | 13,295 | $134.4K | 0.03% | +25+0.2% | Added |
| Hilltop National Bank | 13,124 | $132.7K | 0.03% | +9,895+306.4% | Added |
| Sagespring Wealth Partners, LLC | 13,061 | $132.0K | 0.00% | +13,061 | New |
| Venturi Wealth Management, LLC | 13,041 | $131.8K | 0.01% | +13,041 | New |
| Gabelli Funds LLC | 13,000 | $131.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12,738 | $128.8K | 0.00% | +311+2.5% | Added |
| Prospect Financial Group LLC | 12,661 | $128.0K | 0.12% | −2,043−13.9% | Reduced |
| Busey Wealth Management | 12,645 | $127.8K | 0.00% | +12,645 | New |
| Allworth Financial LP | 12,863 | $127.0K | 0.00% | −2,702−17.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,478 | $126.2K | 0.01% | +931+8.1% | Added |
| Fundamentun, LLC | 12,325 | $124.6K | 0.00% | +12,325 | New |
| Hancock Whitney Corp | 12,314 | $124.5K | 0.00% | +67+0.5% | Added |
| Cornerstone Wealth Management, LLC | 12,173 | $123.1K | 0.01% | −295−2.4% | Reduced |
| Bain Capital Public Equity, LP | 12,144 | $122.8K | 0.07% | +12,144 | New |
| Pinnacle Wealth Planning Services, Inc. | 12,098 | $122.3K | 0.01% | +1,715+16.5% | Added |
| Cromwell Holdings LLC | 12,060 | $121.9K | 0.07% | +2,357+24.3% | Added |
| Ballew Advisors, Inc | 12,411 | $121.9K | 0.07% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 12,000 | $121.3K | 0.00% | 00.0% | Unchanged |
| Frec Markets, Inc. | 11,983 | $121.2K | 0.04% | +11,983 | New |
| Allen Capital Group, LLC | 11,899 | $120.3K | 0.01% | +11,899 | New |
| Fiduciary Alliance LLC | 11,676 | $118.0K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 11,675 | $118.0K | 0.00% | +11,675 | New |
| Nicholas Hoffman & Company, LLC. | 11,656 | $117.8K | 0.00% | +318+2.8% | Added |
| Marotta Asset Management | 11,639 | $117.7K | 0.02% | −455−3.8% | Reduced |
| Sage Mountain Advisors LLC | 11,409 | $115.3K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 11,373 | $115.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11,297 | $114.2K | 0.00% | +9,538+542.2% | Added |
| Miracle Mile Advisors, LLC | 11,274 | $114.0K | 0.00% | +601+5.6% | Added |
| Stratos Wealth Partners, LTD. | 11,207 | $113.3K | 0.00% | −138−1.2% | Reduced |
| Holistic Financial Partners | 11,187 | $113.1K | 0.04% | −2,491−18.2% | Reduced |
| MidFirst Bank | 11,059 | $111.8K | 0.01% | +11,059 | New |
| Sivia Capital Partners, LLC | 11,042 | $111.6K | 0.02% | +182+1.7% | Added |
| Aureus Asset Management, LLC | 11,001 | $111.2K | 0.01% | +11,001 | New |
| Leo Wealth, LLC | 10,996 | $111.2K | 0.01% | +10,996 | New |
| Atala Financial Inc | 10,871 | $109.9K | 0.07% | 00.0% | Unchanged |
| PCM Encore, LLC | 10,754 | $108.7K | 0.02% | +10,754 | New |
| Perigon Wealth Management, LLC | 10,652 | $107.7K | 0.00% | +10,652 | New |
| Magnetar Financial LLC | 10,617 | $107.3K | 0.00% | +10,617 | New |
| Old Port Advisors | 10,601 | $107.2K | 0.03% | −1,421−11.8% | Reduced |
| Park Place Capital Corp | 10,562 | $106.8K | 0.02% | −307−2.8% | Reduced |
| National Asset Management, Inc. | 10,472 | $105.9K | 0.01% | −5,920−36.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,376 | $104.9K | 0.00% | −16,300−61.1% | Reduced |
| Endowment Wealth Management, Inc. | 10,209 | $103.2K | 0.05% | −980−8.8% | Reduced |
| Principal Financial Group Inc | 10,197 | $103.1K | 0.00% | +10,197 | New |
| a16z Perennial Management, L.P. | 10,097 | $102.1K | 0.01% | 00.0% | Unchanged |
| Excalibur Management Corp | 10,064 | $101.7K | 0.04% | −375−3.6% | Reduced |
| CIBC Private Wealth Group, LLC | 10,044 | $101.5K | 0.00% | −7,862−43.9% | Reduced |
| Summit Financial, LLC | 10,027 | $101.4K | 0.00% | +10,027 | New |
| McMillan Office, Inc. | 9,055 | $91.5K | 0.01% | +9,055 | New |
| SRS Capital Advisors, Inc. | 8,692 | $87.9K | 0.00% | −610−6.6% | Reduced |
| Private Trust Co NA | 8,659 | $87.5K | 0.01% | +467+5.7% | Added |
| Brown Brothers Harriman & Co | 7,987 | $80.7K | 0.00% | −4,798−37.5% | Reduced |
| Simplex Trading, LLC | 7,800 | $78.9K | 0.00% | +7,800 | New |
| Bryn Mawr Trust Co | 7,469 | $75.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 7,427 | $75.1K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 7,329 | $74.1K | 0.00% | −720−8.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,279 | $73.6K | 0.00% | +39+0.5% | Added |
| Golden State Wealth Management, LLC | 7,236 | $73.2K | 0.01% | −420−5.5% | Reduced |
| Align Financial, LLC | 69,051 | $69.1K | 0.04% | +69,051 | New |
| TSFG, LLC | 6,865 | $69.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,264 | $63.3K | 0.00% | +2,567+69.4% | Added |
| AdvisorNet Financial, Inc | 6,097 | $61.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5,962 | $60.3K | 0.00% | +1,252+26.6% | Added |
| TD Waterhouse Canada Inc. | 5,694 | $57.6K | 0.00% | −250−4.2% | Reduced |
| Cary Street Partners Financial LLC | 5,693 | $57.6K | 0.00% | +75+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 5,488 | $55.5K | 0.01% | −1,424−20.6% | Reduced |
| SageView Advisory Group, LLC | 5,420 | $54.8K | 0.00% | +5,420 | New |
| Ancora Advisors, LLC | 5,116 | $51.7K | 0.00% | +4,318+541.1% | Added |
| FIL Ltd | 4,638 | $46.9K | 0.00% | +47+1.0% | Added |
| Toronto Dominion Bank | 4,347 | $44.0K | 0.00% | +112+2.6% | Added |
| Caitong International Asset Management Co., Ltd | 4,197 | $42.4K | 0.01% | −2,124−33.6% | Reduced |
| Washington Trust Advisors, Inc. | 4,155 | $42.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 4,151 | $42.0K | 0.01% | +4,151 | New |