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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Community Financial Services Group, LLC | 443 | $4.42K | 0.00% | +443 | New |
| BNP Paribas Arbitrage, SA | 445 | $4.45K | 0.00% | −372,812−99.9% | Reduced |
| Farmers & Merchants Investments Inc | 458 | $4.58K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 480 | $4.80K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 500 | $5.00K | 0.00% | +500 | New |
| Colonial Trust Advisors | 519 | $5.20K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 521 | $5.21K | 0.00% | +521 | New |
| Armstrong Advisory Group, Inc | 962 | $5.38K | 0.00% | −700−42.1% | Reduced |
| St Germain D J Co Inc | 551 | $5.52K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 576 | $5.77K | 0.00% | +576 | New |
| True Wealth Design, LLC | 584 | $5.85K | 0.00% | −126−17.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 587 | $5.88K | 0.00% | +26+4.6% | Added |
| Millstone Evans Group, LLC | 592 | $5.93K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 597 | $5.98K | 0.00% | −10,462−94.6% | Reduced |
| Financial Perspectives, Inc | 628 | $6.28K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $6.37K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 638 | $6.39K | 0.00% | +45+7.6% | Added |
| Bell Investment Advisors, Inc | 660 | $6.61K | 0.00% | +334+102.5% | Added |
| Stone House Investment Management, LLC | 663 | $6.64K | 0.00% | +324+95.6% | Added |
| Piscataqua Savings Bank | 682 | $6.83K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 741 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 705 | $7.05K | 0.00% | −334−32.1% | Reduced |
| DT Investment Partners, LLC | 730 | $7.31K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 738 | $7.39K | 0.00% | +738 | New |
| Toth Financial Advisory Corp | 773 | $7.74K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 781 | $7.82K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 800 | $8.01K | 0.00% | +800 | New |
| Westside Investment Management, Inc. | 818 | $8.12K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 820 | $8.21K | 0.00% | +420+105.0% | Added |
| Financial Consulate, Inc | 864 | $8.65K | 0.00% | +75+9.5% | Added |
| NBC Securities, Inc. | 882 | $8.83K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 890 | $8.91K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 915 | $9.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 900 | $9.01K | 0.00% | +500+125.0% | Added |
| CNB Bank | 910 | $9.11K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 910 | $9.11K | 0.00% | +910 | New |
| Wolff Wiese Magana LLC | 916 | $9.17K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 927 | $9.28K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 927 | $9.28K | 0.00% | +78+9.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $9.35K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 950 | $9.51K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 970 | $9.71K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 971 | $9.72K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 978 | $9.79K | 0.00% | −31−3.1% | Reduced |
| PlanVest Financial, Inc | 980 | $9.81K | 0.01% | +980 | New |
| Creative Financial Designs Inc | 987 | $9.88K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 989 | $9.90K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,040 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,017 | $10.0K | 0.00% | +20+2.0% | Added |
| Key Financial Inc | 1,000 | $10.0K | 0.00% | −64−6.0% | Reduced |
| Clean Yield Group | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,007 | $10.1K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1,011 | $10.1K | 0.00% | −164−14.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,097 | $10.3K | 0.00% | −577−34.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,095 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,104 | $11.0K | 0.00% | +828+300.0% | Added |
| Nisa Investment Advisors, LLC | 1,102 | $11.0K | 0.00% | +102+10.2% | Added |
| Roble, Belko & Company, Inc | 1,177 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,200 | $12.0K | 0.01% | +806+204.6% | Added |
| Ares Financial Consulting, LLC | 1,213 | $12.1K | 0.01% | +1,213 | New |
| Independence Bank of Kentucky | 1,230 | $12.3K | 0.00% | −164−11.8% | Reduced |
| Deutsche Bank AG | 1,241 | $12.4K | 0.00% | +391+46.0% | Added |
| Bare Financial Services, Inc | 1,243 | $12.4K | 0.00% | +1,055+561.2% | Added |
| Glen Eagle Advisors, LLC | 1,285 | $12.9K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,372 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,303 | $13.0K | 0.00% | +656+101.4% | Added |
| Bruce G. Allen Investments, LLC | 1,322 | $13.2K | 0.01% | +466+54.4% | Added |
| Cornerstone Planning Group LLC | 1,453 | $13.3K | 0.00% | −53−3.5% | Reduced |
| Union Savings Bank | 1,333 | $13.3K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $14.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1,402 | $14.0K | 0.01% | +1,402 | New |
| CoreCap Advisors, LLC | 1,408 | $14.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,508 | $15.1K | 0.00% | +42+2.9% | Added |
| Hilton Head Capital Partners, LLC | 1,647 | $16.5K | 0.01% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 1,662 | $16.6K | 0.01% | +1,662 | New |
| Root Financial Partners, LLC | 1,663 | $16.6K | 0.00% | −339−16.9% | Reduced |
| Smithfield Trust Co | 1,727 | $17.0K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 1,712 | $17.1K | 0.00% | +1,712 | New |
| West Branch Capital LLC | 1,714 | $17.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,786 | $17.7K | 0.00% | −5−0.3% | Reduced |
| LRI Investments, LLC | 1,816 | $18.2K | 0.00% | +710+64.2% | Added |
| Operose Advisors LLC | 1,845 | $18.5K | 0.00% | +1,845 | New |
| Colonial Trust Co | 1,944 | $19.5K | 0.00% | +113+6.2% | Added |
| Measured Wealth Private Client Group, LLC | 1,997 | $20.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 2,003 | $20.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,069 | $20.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,235 | $22.4K | 0.00% | −600−21.2% | Reduced |
| JFS Wealth Advisors, LLC | 2,395 | $24.0K | 0.00% | −167−6.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,425 | $24.0K | 0.01% | −300−11.0% | Reduced |
| Pin Oak Investment Advisors Inc | 2,381 | $24.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 2,410 | $24.1K | 0.00% | +600+33.1% | Added |
| Vision Retirement, LLC | 2,418 | $24.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 2,483 | $24.9K | 0.01% | −275−10.0% | Reduced |
| Sound Income Strategies, LLC | 2,733 | $27.2K | 0.00% | +687+33.6% | Added |
| Transamerica Financial Advisors, Inc. | 2,815 | $28.2K | 0.00% | +1,757+166.1% | Added |
| SRS Capital Advisors, Inc. | 2,927 | $29.3K | 0.00% | −5,765−66.3% | Reduced |
| EFG International AG | 2,954 | $29.6K | 0.00% | +649+28.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,002 | $30.1K | 0.00% | +2,404+402.0% | Added |
| Grove Bank & Trust | 3,009 | $30.1K | 0.00% | 00.0% | Unchanged |