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Livermore
Livermore
ZHEN

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, Q1 2026

Institutional positions in Haleon plc as of Mar 31, 2026. 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
627
+26 vs. Q4 2025
Shares held
568.3M
+18.5M (+3.4%) vs. Q4 2025
Total value
$5.69B
+$127.8M (+2.3%) vs. Q4 2025
New holders
88
216 more added
Sold out
62
177 more reduced

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 627 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 548 institutionsQ4 2022: 587 institutionsQ1 2023: 578 institutionsQ2 2023: 579 institutionsQ3 2023: 570 institutionsQ4 2023: 592 institutionsQ1 2024: 599 institutionsQ2 2024: 582 institutionsQ3 2024: 589 institutionsQ4 2024: 611 institutionsQ1 2025: 600 institutionsQ2 2025: 627 institutionsQ3 2025: 600 institutionsQ4 2025: 609 institutionsQ1 2026: 627 institutionsQ2 2026: 647 institutions
Value heldQ1 2026: $5.69B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $1.88BQ4 2022: $2.69BQ1 2023: $3.01BQ2 2023: $3.17BQ3 2023: $3.26BQ4 2023: $3.24BQ1 2024: $4.31BQ2 2024: $4.29BQ3 2024: $5.45BQ4 2024: $7.01BQ1 2025: $5.86BQ2 2025: $5.98BQ3 2025: $4.93BQ4 2025: $5.72BQ1 2026: $5.69BQ2 2026: $5.52B
Institutions holding HLN and their total value by quarter
QuarterHoldersValue
Q2 2026647$5.52B
Q1 2026627$5.69B
Q4 2025609$5.72B
Q3 2025600$4.93B
Q2 2025627$5.98B
Q1 2025600$5.86B
Q4 2024611$7.01B
Q3 2024589$5.45B
Q2 2024582$4.29B
Q1 2024599$4.31B
Q4 2023592$3.24B
Q3 2023570$3.26B
Q2 2023579$3.17B
Q1 2023578$3.01B
Q4 2022587$2.69B
Q3 2022548$1.88B
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q4 2025.

Institutions holding HLN in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Morse Asset Management, Inc1$100.00%00.0%Unchanged
Essential Partners LLC1$100.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1$100.00%+1New
Darwin Advisors, LLC5$580.00%+5New
Bayban8$800.00%00.0%Unchanged
POM Investment Strategies, LLC10$1000.00%−5−33.3%Reduced
Triumph Capital Management18$1800.00%+18New
Anfield Capital Management, LLC20$2000.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC30$3000.01%00.0%Unchanged
Holos Integrated Wealth LLC40$3950.00%00.0%Unchanged
Hoey Investments, Inc46$4610.00%00.0%Unchanged
Prudent Man Investment Management, Inc.50$5060.00%00.0%Unchanged
Pittenger & Anderson Inc53$5290.00%00.0%Unchanged
American Capital Advisory, LLC56$5610.00%00.0%Unchanged
HHM Wealth Advisors, LLC59$5910.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.60$6010.00%00.0%Unchanged
WPG Advisers, LLC70$7010.00%00.0%Unchanged
First United Bank Trust70$7010.00%+70New
Centennial Bank71$7110.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC73$7310.00%00.0%Unchanged
Wall Street Access Asset Management, LLC74$7410.00%00.0%Unchanged
Elevated Capital Advisors, LLC78$7810.00%00.0%Unchanged
Manchester Capital Management LLC79$7910.00%00.0%Unchanged
Financial Network Wealth Advisors LLC80$8010.00%+80New
Highline Wealth Partners LLC92$9210.00%00.0%Unchanged
Kilter Group LLC93$9310.00%−31−25.0%Reduced
Meramec Financial Planners, LLC100$9680.00%00.0%Unchanged
Avion Wealth100$1.00K0.00%00.0%Unchanged
Strategic Wealth Advisors LLC150$1.00K0.00%00.0%Unchanged
Peoples Financial Services Corp.100$1.00K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A100$1.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC100$1.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.100$1.00K0.00%00.0%Unchanged
Pflug Koory, LLC100$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC100$1.00K0.00%00.0%Unchanged
Aspect Partners, LLC100$1.00K0.00%00.0%Unchanged
Walsh & Associates, LLC100$1.00K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC110$1.10K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC111$1.11K0.00%−400−78.3%Reduced
Tower Research Capital LLC (TRC)115$1.15K0.00%−60,553−99.8%Reduced
MBM Wealth Consultants, LLC122$1.22K0.00%+122New
Heritage Wealth Advisors123$1.23K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.126$1.26K0.00%−59−31.9%Reduced
Corsicana & Co.125$1.29K0.00%00.0%Unchanged
TD Capital Management LLC140$1.41K0.00%00.0%Unchanged
Pacific Center for Financial Services144$1.44K0.00%00.0%Unchanged
Bank & Trust Co163$1.63K0.00%00.0%Unchanged
Aventura Private Wealth, LLC172$1.72K0.00%00.0%Unchanged
Pacifica Partners Inc.175$1.75K0.00%00.0%Unchanged
Nemes Rush Group LLC177$1.77K0.00%00.0%Unchanged
Chesapeake Asset Management LLC190$1.90K0.00%00.0%Unchanged
Navigoe, LLC233$2.00K0.00%−1,233−84.1%Reduced
Capital Analysts, LLC249$2.00K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.200$2.00K0.00%00.0%Unchanged
Mosley Wealth Management226$2.03K0.00%+226New
First Pacific Financial204$2.04K0.00%+204New
Godfrey Financial Associates, Inc.207$2.07K0.00%00.0%Unchanged
YANKCOM Partnership210$2.10K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC211$2.11K0.00%00.0%Unchanged
Union Bancaire Privee, UBP SA250$2.18K0.00%00.0%Unchanged
Raleigh Capital Management Inc.224$2.24K0.00%+224New
CVA Family Office, LLC225$2.25K0.00%+100+80.0%Added
Beacon Investment Advisory Services, Inc.229$2.29K0.00%+229New
Private Wealth Asset Management, LLC230$2.30K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd237$2.37K0.00%−3,960−94.4%Reduced
Scarborough Advisors, LLC251$2.51K0.00%+251New
Asset Dedication, LLC256$2.56K0.00%−100−28.1%Reduced
Silver Grove Financial Group, Inc.257$2.57K0.00%+257New
Abound Wealth Management262$2.62K0.00%+236+907.7%Added
SOA Wealth Advisors, LLC.265$2.65K0.00%−1,070−80.1%Reduced
Burk Holdings LLC275$2.75K0.00%+275New
Accordant Advisory Group Inc280$2.80K0.00%+280New
Bullock Wealth Management Group283$2.82K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC282$2.82K0.00%−39−12.1%Reduced
IMA Wealth, Inc.284$2.84K0.00%−12−4.1%Reduced
Bogart Wealth, LLC286$2.86K0.00%00.0%Unchanged
Truvestments Capital LLC291$2.91K0.00%00.0%Unchanged
CGC Financial Services, LLC293$2.93K0.00%+1+0.3%Added
Country Trust Bank300$3.00K0.00%00.0%Unchanged
WealthCollab, LLC300$3.00K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC300$3.00K0.00%00.0%Unchanged
Trust Co308$3.08K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC313$3.13K0.00%+99+46.3%Added
Quest 10 Wealth Builders, Inc.317$3.18K0.00%00.0%Unchanged
Cornerstone Financial Management LLC322$3.22K0.00%+49+17.9%Added
Innovative Asset Advisors Group, LLC330$3.30K0.00%+330New
HighMark Wealth Management LLC346$3.46K0.00%+48+16.1%Added
Webster Bank, N. A.348$3.48K0.00%00.0%Unchanged
Birchwood Financial Partners, Inc.355$3.55K0.00%00.0%Unchanged
Raffa Wealth Management, LLC368$3.68K0.00%00.0%Unchanged
Sunbelt Securities, Inc.375$3.75K0.00%00.0%Unchanged
Intentional Wealth Strategies, LLC377$3.77K0.00%+377New
Broadwater Capital Management LLC375$3.79K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.393$3.93K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC393$3.93K0.00%+225+133.9%Added
Anchor Investment Management, LLC400$4.00K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC404$4.04K0.00%00.0%Unchanged
Motco408$4.08K0.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC414$4.14K0.00%+414New
GHP Investment Advisors, Inc.441$4.42K0.00%+66+17.6%Added