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 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 14,922 | $149.4K | 0.00% | +1,861+14.2% | Added |
| Diversify Wealth Management, LLC | 16,091 | $149.7K | 0.00% | +16,091 | New |
| Brown Brothers Harriman & Co | 15,232 | $152.5K | 0.00% | +7,245+90.7% | Added |
| Keebeck Wealth Management, LLC | 15,349 | $153.6K | 0.02% | +15,349 | New |
| Dimension Capital Management LLC | 15,533 | $155.5K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 15,673 | $156.9K | 0.02% | +1,620+11.5% | Added |
| Ameritas Advisory Services, LLC | 16,068 | $160.8K | 0.01% | +92+0.6% | Added |
| IHT Wealth Management, LLC | 16,107 | $161.2K | 0.00% | −98−0.6% | Reduced |
| Drucker Wealth 3.0, LLC | 16,162 | $161.8K | 0.03% | +659+4.3% | Added |
| GTS Securities LLC | 16,176 | $161.9K | 0.01% | +16,176 | New |
| Sage Rhino Capital LLC | 16,364 | $163.8K | 0.03% | +747+4.8% | Added |
| Seeds Investor LLC | 16,909 | $164.0K | 0.02% | −4,033−19.3% | Reduced |
| Quotient Wealth Partners, LLC | 16,407 | $164.2K | 0.00% | +1,195+7.9% | Added |
| PDS Planning, Inc | 16,654 | $166.7K | 0.01% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 16,850 | $168.7K | 0.01% | +1,014+6.4% | Added |
| Choate Investment Advisors | 17,016 | $170.3K | 0.00% | +10+0.1% | Added |
| Yoffe Investment Management, LLC | 17,073 | $170.9K | 0.22% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 19,888 | $171.2K | 0.10% | 00.0% | Unchanged |
| AE Wealth Management LLC | 17,213 | $172.3K | 0.00% | −1,098−6.0% | Reduced |
| Venturi Wealth Management, LLC | 17,285 | $173.0K | 0.01% | +4,244+32.5% | Added |
| Riverbridge Partners LLC | 17,477 | $174.9K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 17,493 | $175.1K | 0.00% | −2,252−11.4% | Reduced |
| Invesco Ltd. | 17,883 | $179.0K | 0.00% | −3,478−16.3% | Reduced |
| Ewa, LLC | 18,167 | $181.9K | 0.04% | −1,001−5.2% | Reduced |
| PFG Investments, LLC | 18,474 | $184.9K | 0.01% | −1,601−8.0% | Reduced |
| D.A. Davidson & Co. | 18,600 | $186.2K | 0.00% | +299+1.6% | Added |
| Brighton Jones LLC | 18,794 | $188.1K | 0.00% | +18,794 | New |
| New Republic Capital, LLC | 18,954 | $189.7K | 0.06% | −14,525−43.4% | Reduced |
| Golden State Equity Partners | 19,339 | $193.6K | 0.01% | +749+4.0% | Added |
| Old National Bancorp | 19,419 | $194.4K | 0.00% | −603−3.0% | Reduced |
| Level Four Advisory Services, LLC | 19,427 | $194.5K | 0.01% | −413−2.1% | Reduced |
| State Street Corp | 19,564 | $195.8K | 0.00% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 19,546 | $196.0K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 19,679 | $197.0K | 0.00% | +8,004+68.6% | Added |
| MAI Capital Management | 19,682 | $197.0K | 0.00% | +1,364+7.4% | Added |
| Larry Mathis Financial Planning, LLC | 19,784 | $198.0K | 0.18% | −23−0.1% | Reduced |
| South Shore Capital Advisors | 20,141 | $201.6K | 0.15% | +20,141 | New |
| Wallace Capital Management Inc. | 20,211 | $202.3K | 0.02% | −4,340−17.7% | Reduced |
| Rexford Capital Inc | 20,524 | $205.4K | 0.15% | 00.0% | Unchanged |
| Keystone Financial Group | 20,581 | $206.0K | 0.01% | 00.0% | Unchanged |
| Ariston Services Group | 0 | $207.4K | 0.12% | −20,721−100.0% | Reduced |
| Bailard, Inc. | 20,979 | $210.0K | 0.00% | −280−1.3% | Reduced |
| Apollon Wealth Management, LLC | 21,271 | $212.9K | 0.00% | +4,101+23.9% | Added |
| Lighthouse Financial Services Inc | 22,355 | $216.8K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 22,220 | $222.4K | 0.01% | −4,055−15.4% | Reduced |
| CWM, LLC | 22,289 | $223.1K | 0.00% | +404+1.8% | Added |
| Oppenheimer & Co Inc | 22,298 | $223.2K | 0.00% | −2,446−9.9% | Reduced |
| Highland Capital Management, LLC | 22,395 | $224.2K | 0.01% | −50−0.2% | Reduced |
| Fielder Capital Group LLC | 22,510 | $225.3K | 0.05% | −375−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 22,522 | $225.4K | 0.00% | +791+3.6% | Added |
| EP Wealth Advisors, LLC | 22,560 | $225.8K | 0.00% | −110.0% | Reduced |
| Headlands Technologies LLC | 23,242 | $232.7K | 0.03% | +23,242 | New |
| Thrivent Financial for Lutherans | 23,277 | $233.0K | 0.00% | −725−3.0% | Reduced |
| Barclays PLC | 23,363 | $233.9K | 0.00% | −557,294−96.0% | Reduced |
| First Horizon Corp | 23,450 | $234.7K | 0.01% | −7,105−23.3% | Reduced |
| TD Private Client Wealth LLC | 23,693 | $237.2K | 0.00% | −1,272−5.1% | Reduced |
| Ingalls & Snyder LLC | 24,189 | $242.0K | 0.01% | −300−1.2% | Reduced |
| Arlington Partners LLC | 24,246 | $242.7K | 0.48% | +24,246 | New |
| May Hill Capital, LLC | 24,375 | $244.0K | 0.06% | +10,628+77.3% | Added |
| Haverford Trust Co | 24,454 | $244.8K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 25,130 | $254.1K | 0.00% | +184+0.7% | Added |
| MN Wealth Advisors, LLC | 25,934 | $259.6K | 0.13% | 00.0% | Unchanged |
| Bessemer Group Inc | 25,986 | $260.0K | 0.00% | +2,706+11.6% | Added |
| Seed Wealth Management, Inc. | 26,580 | $266.1K | 0.18% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 26,868 | $268.9K | 0.17% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 27,480 | $275.1K | 0.07% | +27,480 | New |
| Baird Financial Group, Inc. | 27,708 | $277.4K | 0.00% | +337+1.2% | Added |
| Concurrent Investment Advisors, LLC | 27,895 | $279.2K | 0.00% | +5,845+26.5% | Added |
| Dorsey & Whitney Trust CO LLC | 28,109 | $281.4K | 0.02% | −612−2.1% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 28,464 | $284.9K | 0.04% | +28,464 | New |
| Northwestern Mutual Wealth Management Co | 28,640 | $286.7K | 0.00% | +7,986+38.7% | Added |
| Lafayette Investments, Inc. | 28,804 | $288.3K | 0.06% | −300−1.0% | Reduced |
| Farther Finance Advisors, LLC | 29,305 | $292.2K | 0.00% | +6,383+27.8% | Added |
| Defined Wealth Management, LLC | 29,271 | $293.0K | 0.17% | +34+0.1% | Added |
| GAMMA Investing LLC | 29,472 | $295.0K | 0.01% | +8,148+38.2% | Added |
| Coldstream Capital Management Inc | 29,728 | $297.6K | 0.00% | −6,500−17.9% | Reduced |
| Bleakley Financial Group, LLC | 29,924 | $299.5K | 0.00% | +2,964+11.0% | Added |
| Parallel Advisors, LLC | 30,272 | $303.0K | 0.01% | +5,134+20.4% | Added |
| Independent Advisor Alliance | 30,373 | $304.0K | 0.00% | −5,475−15.3% | Reduced |
| Simplicity Wealth,LLC | 30,523 | $305.5K | 0.02% | −13,608−30.8% | Reduced |
| Marks Group Wealth Management, Inc | 30,787 | $308.2K | 0.03% | −350−1.1% | Reduced |
| OpenArc Corporate Advisory, LLC | 31,187 | $312.2K | 0.00% | +8,894+39.9% | Added |
| Advisory Services Network, LLC | 31,406 | $314.4K | 0.00% | +511+1.7% | Added |
| Resonant Capital Advisors, LLC | 31,874 | $319.1K | 0.02% | +5,428+20.5% | Added |
| Diversified Trust Co | 32,124 | $321.6K | 0.01% | −729−2.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 32,806 | $328.4K | 0.00% | −30,920−48.5% | Reduced |
| Blueshift Asset Management, LLC | 32,950 | $329.8K | 0.10% | +32,950 | New |
| Versant Capital Management, Inc | 33,068 | $331.0K | 0.03% | +7,574+29.7% | Added |
| Martin Investment Management, LLC | 33,170 | $332.0K | 0.10% | −9,175−21.7% | Reduced |
| Insigneo Advisory Services, LLC | 33,681 | $337.1K | 0.02% | +1,309+4.0% | Added |
| Smartleaf Asset Management LLC | 33,747 | $337.5K | 0.01% | +859+2.6% | Added |
| Legacy Capital Wealth Partners, LLC | 34,883 | $349.2K | 0.07% | −456−1.3% | Reduced |
| Kathmere Capital Management, LLC | 34,900 | $349.3K | 0.02% | −8,805−20.1% | Reduced |
| Sanders Morris Harris LLC | 36,000 | $360.4K | 0.06% | +36,000 | New |
| SBI Securities Co., Ltd. | 36,478 | $365.1K | 0.01% | +282+0.8% | Added |
| Auxier Asset Management | 36,876 | $369.1K | 0.05% | −200−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 37,722 | $377.6K | 0.00% | −859−2.2% | Reduced |
| EntryPoint Capital, LLC | 37,899 | $379.4K | 0.11% | +37,899 | New |
| Aspen Grove Capital, LLC | 38,423 | $384.6K | 0.07% | +2,315+6.4% | Added |
| King Luther Capital Management Corp | 39,266 | $393.1K | 0.00% | −14,033−26.3% | Reduced |