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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 3,014 | $30.2K | 0.01% | −262−8.0% | Reduced |
| Owl Creek Wealth Partners LLC | 3,119 | $31.2K | 0.01% | +3,119 | New |
| Trust Co of Toledo NA | 3,200 | $32.0K | 0.00% | −375−10.5% | Reduced |
| Rothschild Investment LLC | 3,407 | $34.1K | 0.00% | +241+7.6% | Added |
| Opal Wealth Advisors, LLC | 3,431 | $34.3K | 0.01% | +3,431 | New |
| Twin Peaks Wealth Advisors, LLC | 3,456 | $34.6K | 0.01% | +3,456 | New |
| Barrett & Company, Inc. | 3,500 | $35.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,618 | $36.2K | 0.01% | −40−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 3,724 | $37.3K | 0.00% | −2,540−40.5% | Reduced |
| GW&K Investment Management, LLC | 3,869 | $39.0K | 0.00% | +369+10.5% | Added |
| Hollencrest Capital Management | 3,966 | $39.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,014 | $40.2K | 0.00% | −135−3.3% | Reduced |
| Basecamp Wealth Advisors LLC | 4,151 | $41.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4,155 | $41.6K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 4,541 | $45.5K | 0.00% | −97−2.1% | Reduced |
| Ancora Advisors, LLC | 4,555 | $45.6K | 0.00% | −561−11.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,633 | $46.4K | 0.01% | −855−15.6% | Reduced |
| IFP Advisors, Inc | 4,745 | $47.5K | 0.00% | +946+24.9% | Added |
| Parkside Financial Bank & Trust | 5,178 | $51.8K | 0.00% | +2,331+81.9% | Added |
| Huntington National Bank | 5,632 | $56.4K | 0.00% | +4,477+387.6% | Added |
| Mather Group, LLC. | 5,658 | $56.6K | 0.00% | +5,658 | New |
| Harbour Investments, Inc. | 5,879 | $58.9K | 0.00% | +5,024+587.6% | Added |
| AdvisorNet Financial, Inc | 5,971 | $59.8K | 0.00% | −126−2.1% | Reduced |
| National Bank of Canada | 6,031 | $60.3K | 0.00% | −11,818−66.2% | Reduced |
| Cary Street Partners Financial LLC | 6,162 | $61.7K | 0.00% | +469+8.2% | Added |
| Cullen/Frost Bankers, Inc. | 6,182 | $61.9K | 0.00% | −1,097−15.1% | Reduced |
| Assetmark, Inc | 6,492 | $65.0K | 0.00% | +530+8.9% | Added |
| Align Financial, LLC | 6,830 | $68.4K | 0.04% | −62,221−90.1% | Reduced |
| TSFG, LLC | 6,865 | $69.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 7,427 | $74.3K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,567 | $75.7K | 0.00% | +98+1.3% | Added |
| Central Trust Co | 7,896 | $79.0K | 0.00% | +567+7.7% | Added |
| Aviso Financial Inc. | 8,470 | $84.8K | 0.00% | +6,867+428.4% | Added |
| Private Trust Co NA | 8,643 | $86.5K | 0.01% | −16−0.2% | Reduced |
| Simplex Trading, LLC | 8,922 | $89.3K | 0.00% | +1,122+14.4% | Added |
| McMillan Office, Inc. | 9,055 | $90.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9,114 | $91.2K | 0.00% | +9,114 | New |
| Bollard Group LLC | 9,209 | $92.0K | 0.00% | −14,068−60.4% | Reduced |
| Golden State Wealth Management, LLC | 9,648 | $96.6K | 0.01% | +2,412+33.3% | Added |
| VestGen Advisors, LLC | 10,748 | $97.8K | 0.00% | +10,748 | New |
| Endowment Wealth Management, Inc. | 10,062 | $100.7K | 0.04% | −147−1.4% | Reduced |
| National Asset Management, Inc. | 10,077 | $100.8K | 0.01% | −395−3.8% | Reduced |
| Gryphon Financial Partners LLC | 10,092 | $101.0K | 0.01% | +10,092 | New |
| Stratos Wealth Partners, LTD. | 10,131 | $101.4K | 0.00% | −1,076−9.6% | Reduced |
| Modern Wealth Management, LLC | 10,197 | $101.7K | 0.00% | +10,197 | New |
| NWF Advisory Services Inc. | 10,190 | $102.0K | 0.01% | +10,190 | New |
| McAdam, LLC | 10,349 | $103.6K | 0.00% | −3,337−24.4% | Reduced |
| Scientech Research LLC | 10,412 | $104.2K | 0.09% | +10,412 | New |
| Park Place Capital Corp | 10,562 | $105.7K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 11,076 | $107.0K | 0.01% | −600−5.1% | Reduced |
| Atala Financial Inc | 10,871 | $108.7K | 0.07% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,933 | $109.4K | 0.00% | +10,933 | New |
| Aureus Asset Management, LLC | 11,001 | $110.1K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 11,009 | $110.2K | 0.00% | +982+9.8% | Added |
| Prospect Financial Group LLC | 11,117 | $111.3K | 0.10% | −1,544−12.2% | Reduced |
| Fundamentun, LLC | 11,261 | $112.7K | 0.00% | −1,064−8.6% | Reduced |
| Leo Wealth, LLC | 11,292 | $113.0K | 0.01% | +296+2.7% | Added |
| Tepp RIA, LLC | 11,490 | $115.0K | 0.09% | +11,490 | New |
| Perigon Wealth Management, LLC | 11,514 | $115.3K | 0.00% | +862+8.1% | Added |
| Integrated Wealth Concepts LLC | 11,534 | $115.5K | 0.00% | +11,534 | New |
| Marotta Asset Management | 11,630 | $116.0K | 0.02% | −9−0.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,621 | $116.3K | 0.00% | −35−0.3% | Reduced |
| AlphaCore Capital LLC | 11,656 | $116.7K | 0.00% | −23,599−66.9% | Reduced |
| Greenspring Advisors, LLC | 11,748 | $117.6K | 0.01% | +11,748 | New |
| PCM Encore, LLC | 11,913 | $119.2K | 0.02% | +1,159+10.8% | Added |
| Cornerstone Wealth Management, LLC | 11,914 | $119.3K | 0.01% | −259−2.1% | Reduced |
| Abel Hall, LLC | 11,938 | $119.5K | 0.03% | +11,938 | New |
| Lazard Asset Management LLC | 12,000 | $120.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 12,004 | $120.2K | 0.01% | −94−0.8% | Reduced |
| Cromwell Holdings LLC | 12,060 | $120.7K | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12,224 | $122.4K | 0.00% | +927+8.2% | Added |
| PharVision Advisers, LLC | 12,303 | $123.2K | 1.25% | +12,303 | New |
| Ballew Advisors, Inc | 12,411 | $124.2K | 0.07% | 00.0% | Unchanged |
| Hancock Whitney Corp | 13,405 | $124.5K | 0.00% | +1,091+8.9% | Added |
| R Squared Ltd | 12,473 | $124.9K | 0.07% | −27,103−68.5% | Reduced |
| Holistic Financial Partners | 12,562 | $125.7K | 0.05% | +1,375+12.3% | Added |
| Walleye Capital LLC | 12,582 | $125.9K | 0.00% | +12,582 | New |
| Moors & Cabot, Inc. | 12,759 | $127.7K | 0.01% | −3,575−21.9% | Reduced |
| Aprio Wealth Management, LLC | 12,851 | $128.6K | 0.01% | +12,851 | New |
| Horizon Kinetics Asset Management LLC | 12,900 | $129.1K | 0.00% | −591−4.4% | Reduced |
| Savvy Advisors, Inc. | 12,960 | $129.7K | 0.00% | +12,960 | New |
| Miracle Mile Advisors, LLC | 12,982 | $130.0K | 0.00% | +1,708+15.1% | Added |
| Gabelli Funds LLC | 13,000 | $130.1K | 0.00% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 13,073 | $130.9K | 0.00% | +13,073 | New |
| Umb Bank N A | 13,247 | $132.6K | 0.00% | +509+4.0% | Added |
| West Family Investments, Inc. | 13,260 | $132.7K | 0.05% | −221−1.6% | Reduced |
| Flagship Harbor Advisors, LLC | 13,344 | $133.6K | 0.01% | 00.0% | Unchanged |
| Gibbs Wealth Management | 13,373 | $133.9K | 0.02% | +13,373 | New |
| Moody National Bank Trust Division | 13,464 | $134.8K | 0.01% | +13,464 | New |
| Tanager Wealth Management LLP | 13,603 | $136.2K | 0.01% | +13,603 | New |
| Allen Capital Group, LLC | 13,628 | $136.4K | 0.01% | +1,729+14.5% | Added |
| Federation des caisses Desjardins du Quebec | 13,659 | $136.7K | 0.00% | −2,281−14.3% | Reduced |
| Checchi Capital Advisers, LLC | 13,875 | $138.9K | 0.01% | −650−4.5% | Reduced |
| Hilltop National Bank | 13,901 | $139.1K | 0.03% | +777+5.9% | Added |
| Allworth Financial LP | 14,583 | $142.9K | 0.00% | +1,720+13.4% | Added |
| First National Bank of Omaha | 14,327 | $143.3K | 0.00% | −3,456−19.4% | Reduced |
| Pitcairn Wealth Advisors LLC | 14,339 | $145.0K | 0.01% | +14,339 | New |
| TD Waterhouse Canada Inc. | 14,816 | $147.5K | 0.00% | +9,122+160.2% | Added |
| Frec Markets, Inc. | 14,803 | $148.2K | 0.03% | +2,820+23.5% | Added |
| Cardiff Park Advisors, LLC | 14,885 | $149.0K | 0.01% | 00.0% | Unchanged |