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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 4,149 | $41.9K | 0.00% | +360+9.5% | Added |
| Hollencrest Capital Management | 3,966 | $40.1K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3,819 | $38.6K | 0.02% | +819+27.3% | Added |
| IFP Advisors, Inc | 3,799 | $38.4K | 0.00% | +607+19.0% | Added |
| Addison Advisors LLC | 3,658 | $37.0K | 0.01% | −841−18.7% | Reduced |
| Trust Co of Toledo NA | 3,575 | $36.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,500 | $35.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,500 | $35.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,276 | $33.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,166 | $32.0K | 0.00% | +136+4.5% | Added |
| Grove Bank & Trust | 3,009 | $30.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,847 | $28.8K | 0.00% | +1,433+101.3% | Added |
| Eastern Bank | 2,835 | $28.7K | 0.00% | +600+26.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,725 | $28.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 2,758 | $27.9K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,381 | $26.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,562 | $25.9K | 0.00% | −13−0.5% | Reduced |
| Vision Retirement, LLC | 2,418 | $24.4K | 0.01% | +2,418 | New |
| EFG International AG | 2,305 | $23.3K | 0.00% | +2,305 | New |
| Stephens Consulting, LLC | 2,215 | $22.4K | 0.01% | +2,000+930.2% | Added |
| Atlas Capital Advisors LLC | 2,069 | $20.9K | 0.00% | +2,069 | New |
| Graney & King, LLC | 2,003 | $20.2K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,002 | $20.2K | 0.00% | +454+29.3% | Added |
| Montag A & Associates Inc | 2,000 | $20.2K | 0.00% | −102−4.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,000 | $20.2K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,997 | $20.2K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,046 | $20.1K | 0.00% | +402+24.5% | Added |
| Colonial Trust Co | 1,831 | $18.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,810 | $18.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,791 | $18.1K | 0.00% | +183+11.4% | Added |
| West Branch Capital LLC | 1,714 | $17.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,727 | $17.0K | 0.00% | −267−13.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,674 | $16.9K | 0.00% | −652−28.0% | Reduced |
| Hilton Head Capital Partners, LLC | 1,647 | $16.7K | 0.01% | +1,647 | New |
| Aviso Financial Inc. | 1,603 | $16.2K | 0.00% | +1,603 | New |
| Cornerstone Planning Group LLC | 1,506 | $15.5K | 0.00% | −199−11.7% | Reduced |
| North Star Investment Management Corp. | 1,466 | $14.8K | 0.00% | +283+23.9% | Added |
| CoreCap Advisors, LLC | 1,408 | $14.2K | 0.00% | +309+28.1% | Added |
| Costello Asset Management, INC | 1,400 | $14.2K | 0.00% | −200−12.5% | Reduced |
| Independence Bank of Kentucky | 1,394 | $14.1K | 0.00% | +164+13.3% | Added |
| Navigoe, LLC | 1,466 | $14.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,335 | $13.5K | 0.00% | −1,770−57.0% | Reduced |
| Union Savings Bank | 1,333 | $13.5K | 0.01% | +1,333 | New |
| Coston, McIsaac & Partners | 1,372 | $13.0K | 0.00% | −115−7.7% | Reduced |
| Glen Eagle Advisors, LLC | 1,285 | $13.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,662 | $12.5K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,177 | $12.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1,175 | $11.9K | 0.00% | +1,175 | New |
| Huntington National Bank | 1,155 | $11.7K | 0.00% | +568+96.8% | Added |
| IMG Wealth Management, Inc. | 1,128 | $11.4K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,106 | $11.2K | 0.00% | −471−29.9% | Reduced |
| Rosenberg Matthew Hamilton | 1,095 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,040 | $11.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,064 | $10.8K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,058 | $10.7K | 0.00% | +179+20.4% | Added |
| Geneos Wealth Management Inc. | 1,039 | $10.5K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,017 | $10.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,009 | $10.2K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,007 | $10.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $10.1K | 0.00% | +700+233.3% | Added |
| Valley National Advisers Inc | 997 | $10.0K | 0.00% | +470+89.2% | Added |
| MTM Investment Management, LLC | 989 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 987 | $9.97K | 0.00% | −328−24.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $9.90K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 971 | $9.82K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 970 | $9.81K | 0.00% | +161+19.9% | Added |
| Laurel Wealth Advisors LLC | 956 | $9.67K | 0.00% | +956 | New |
| Princeton Global Asset Management LLC | 950 | $9.61K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 927 | $9.37K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 920 | $9.30K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 916 | $9.26K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 910 | $9.20K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 890 | $9.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 915 | $9.00K | 0.00% | −75−7.6% | Reduced |
| NBC Securities, Inc. | 882 | $8.92K | 0.00% | +127+16.8% | Added |
| Bruce G. Allen Investments, LLC | 856 | $8.65K | 0.01% | +825+2,661.3% | Added |
| Harbour Investments, Inc. | 855 | $8.64K | 0.00% | −16−1.8% | Reduced |
| Deutsche Bank AG | 850 | $8.59K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 849 | $8.58K | 0.00% | +45+5.6% | Added |
| Sittner & Nelson, LLC | 781 | $8.58K | 0.00% | +100+14.7% | Added |
| Westside Investment Management, Inc. | 818 | $8.18K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 807 | $8.16K | 0.00% | +807 | New |
| Financial Consulate, Inc | 789 | $7.98K | 0.00% | +344+77.3% | Added |
| McGuire Capital Advisors Inc | 787 | $7.96K | 0.01% | +787 | New |
| Toth Financial Advisory Corp | 773 | $7.82K | 0.00% | +68+9.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 737 | $7.45K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 730 | $7.38K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 710 | $7.18K | 0.00% | +87+14.0% | Added |
| Financial Connections Group, Inc. | 741 | $7.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 682 | $6.89K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 650 | $6.57K | 0.00% | +500+333.3% | Added |
| First Command Advisory Services, Inc. | 647 | $6.54K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $6.43K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 628 | $6.35K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 598 | $6.05K | 0.00% | +598 | New |
| UMA Financial Services, Inc. | 593 | $6.00K | 0.00% | +178+42.9% | Added |
| Millstone Evans Group, LLC | 592 | $5.99K | 0.00% | +231+64.0% | Added |
| Trust Co of Vermont | 563 | $5.69K | 0.00% | +363+181.5% | Added |
| Strategic Wealth Partners, Ltd. | 561 | $5.67K | 0.00% | −754−57.3% | Reduced |