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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 39,362 | $394.0K | 0.01% | +2,573+7.0% | Added |
| NorthRock Partners, LLC | 39,744 | $397.8K | 0.01% | +39,744 | New |
| Rehmann Capital Advisory Group | 39,991 | $400.3K | 0.02% | +8,808+28.2% | Added |
| First Affirmative Financial Network | 40,028 | $400.7K | 0.16% | +40,028 | New |
| Mount Yale Investment Advisors, LLC | 40,396 | $404.4K | 0.01% | +971+2.5% | Added |
| Peapack Gladstone Financial Corp | 40,820 | $408.0K | 0.01% | −618−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 41,252 | $412.9K | 0.00% | −13,589−24.8% | Reduced |
| Fortress Private Ledger, LLC | 41,583 | $416.3K | 0.13% | +7,029+20.3% | Added |
| Kestra Advisory Services, LLC | 42,584 | $426.3K | 0.00% | −14,105−24.9% | Reduced |
| Central Pacific Bank - Trust Division | 42,940 | $429.8K | 0.05% | −900−2.1% | Reduced |
| Ballentine Partners, LLC | 43,277 | $433.2K | 0.01% | +6,728+18.4% | Added |
| Allspring Global Investments Holdings, LLC | 43,714 | $434.7K | 0.00% | +5,230+13.6% | Added |
| Heritage Family Offices, LLP | 43,689 | $437.3K | 0.19% | −27,793−38.9% | Reduced |
| Summit Trail Advisors, LLC | 45,058 | $451.0K | 0.01% | +45,058 | New |
| Yousif Capital Management, LLC | 45,494 | $455.4K | 0.01% | 00.0% | Unchanged |
| Torrey Growth & Income Advisors | 45,434 | $456.4K | 0.19% | −4,900−9.7% | Reduced |
| Aaron Wealth Advisors | 46,876 | $469.2K | 0.03% | +5,654+13.7% | Added |
| WealthTrust Axiom LLC | 47,086 | $471.3K | 0.12% | −200−0.4% | Reduced |
| Graham Capital Management, L.P. | 48,255 | $483.0K | 0.02% | +48,255 | New |
| Beacon Pointe Advisors, LLC | 48,499 | $485.5K | 0.00% | +22,763+88.4% | Added |
| Cardinal Capital Management | 49,161 | $492.1K | 0.06% | +838+1.7% | Added |
| Quadrature Capital Ltd | 49,562 | $496.1K | 0.01% | +49,562 | New |
| Atomi Financial Group, Inc. | 50,285 | $503.4K | 0.02% | +15,740+45.6% | Added |
| Profund Advisors LLC | 50,589 | $506.4K | 0.02% | −7,874−13.5% | Reduced |
| Cambiar Investors LLC | 51,017 | $510.7K | 0.02% | −15,312−23.1% | Reduced |
| Blair William & Co | 51,469 | $515.2K | 0.00% | −173−0.3% | Reduced |
| AIMZ Investment Advisors, LLC | 52,128 | $521.8K | 0.16% | −5,500−9.5% | Reduced |
| Keystone Financial Planning, Inc. | 52,505 | $525.6K | 0.14% | −1,861−3.4% | Reduced |
| Summitry LLC | 52,951 | $530.0K | 0.02% | +2,136+4.2% | Added |
| CIBC Asset Management Inc | 53,465 | $535.2K | 0.00% | +53,465 | New |
| Cambridge Investment Research Advisors, Inc. | 54,545 | $546.0K | 0.00% | −513−0.9% | Reduced |
| Tempus Wealth Planning, LLC | 54,779 | $548.3K | 0.13% | +1,217+2.3% | Added |
| Naviter Wealth, LLC | 54,856 | $549.1K | 0.07% | +7,395+15.6% | Added |
| Warren Averett Asset Management, LLC | 55,485 | $555.4K | 0.00% | −5,867−9.6% | Reduced |
| Trust Point Inc. | 56,085 | $561.4K | 0.05% | +16,480+41.6% | Added |
| Kahn Brothers Group Inc | 56,431 | $564.9K | 0.10% | −8,890−13.6% | Reduced |
| EverSource Wealth Advisors, LLC | 57,526 | $575.8K | 0.02% | +22,508+64.3% | Added |
| Axxcess Wealth Management, LLC | 59,108 | $591.7K | 0.02% | −3,802−6.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 59,679 | $597.1K | 0.00% | −2,446−3.9% | Reduced |
| Lido Advisors, LLC | 59,908 | $599.7K | 0.00% | +11,009+22.5% | Added |
| SmartHarvest Portfolios, LLC | 61,774 | $618.4K | 0.26% | +5,954+10.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 62,119 | $621.8K | 0.01% | +7,690+14.1% | Added |
| Vise Technologies, Inc. | 61,998 | $626.8K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 62,904 | $629.7K | 0.05% | +21,254+51.0% | Added |
| Flow Traders U.S. LLC | 63,447 | $635.0K | 0.02% | +41,168+184.8% | Added |
| Alliancebernstein L.P. | 63,558 | $642.6K | 0.00% | +6,408+11.2% | Added |
| Campbell & CO Investment Adviser LLC | 64,274 | $643.4K | 0.04% | +64,274 | New |
| Argent Trust Co | 64,280 | $643.4K | 0.02% | +8,912+16.1% | Added |
| Ascent Group, LLC | 64,438 | $645.0K | 0.02% | −1,040−1.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 65,763 | $658.0K | 0.17% | −588−0.9% | Reduced |
| Dynasty Wealth Management, LLC | 67,377 | $674.4K | 0.01% | −15,709−18.9% | Reduced |
| One Wealth Advisors, LLC | 67,378 | $674.5K | 0.08% | +2,550+3.9% | Added |
| Legacy Wealth Asset Management, LLC | 67,902 | $679.7K | 0.17% | +685+1.0% | Added |
| Fiduciary Trust Co | 67,965 | $680.3K | 0.01% | +5,793+9.3% | Added |
| Future Fund LLC | 69,250 | $693.2K | 0.24% | +5,447+8.5% | Added |
| We Are One Seven, LLC | 69,869 | $699.4K | 0.01% | −1,337−1.9% | Reduced |
| Glenmede Trust Co NA | 70,147 | $702.2K | 0.00% | +1,069+1.5% | Added |
| Tweedy, Browne Co LLC | 72,750 | $728.2K | 0.06% | −3,780−4.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 74,606 | $746.8K | 0.18% | −1,312−1.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 75,499 | $749.7K | 0.00% | −31,187−29.2% | Reduced |
| Syon Capital LLC | 74,898 | $749.7K | 0.04% | −4,970−6.2% | Reduced |
| Merit Financial Group, LLC | 76,704 | $767.8K | 0.01% | +10,871+16.5% | Added |
| Arkadios Wealth Advisors | 78,464 | $785.4K | 0.01% | +320+0.4% | Added |
| Guggenheim Capital LLC | 79,121 | $792.0K | 0.01% | +10,306+15.0% | Added |
| Brown Advisory Inc | 79,376 | $794.6K | 0.00% | −6,460−7.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 79,944 | $800.2K | 0.02% | −6,627−7.7% | Reduced |
| NewEdge Wealth, LLC | 80,759 | $808.4K | 0.01% | −11,007−12.0% | Reduced |
| Cohen Klingenstein LLC | 81,613 | $816.9K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 83,677 | $837.6K | 0.00% | +512+0.6% | Added |
| M&T Bank Corp | 84,272 | $843.2K | 0.00% | +3,552+4.4% | Added |
| Ronald Blue Trust, Inc. | 87,556 | $876.4K | 0.01% | +5,825+7.1% | Added |
| Rhumbline Advisers | 91,085 | $911.7K | 0.00% | +4,859+5.6% | Added |
| Euro Pacific Asset Management, LLC | 87,897 | $912.0K | 0.09% | −1,743−1.9% | Reduced |
| Stephens Inc | 93,085 | $931.8K | 0.01% | −2,565−2.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 93,822 | $939.2K | 0.02% | +93,822 | New |
| Sterling Capital Management LLC | 94,183 | $942.8K | 0.02% | −6,788−6.7% | Reduced |
| Calamos Advisors LLC | 96,776 | $968.7K | 0.00% | −86−0.1% | Reduced |
| Ritholtz Wealth Management | 97,069 | $971.7K | 0.02% | +52,681+118.7% | Added |
| Drive Wealth Management, LLC | 98,513 | $986.1K | 0.21% | −384−0.4% | Reduced |
| Signaturefd, LLC | 98,608 | $987.1K | 0.02% | −6,567−6.2% | Reduced |
| American Assets Investment Management, LLC | 100,000 | $1.00M | 0.07% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 102,062 | $1.02M | 0.01% | +7,105+7.5% | Added |
| Old Mission Capital LLC | 102,334 | $1.02M | 0.02% | +102,334 | New |
| Confluence Investment Management LLC | 104,389 | $1.04M | 0.02% | +5,009+5.0% | Added |
| WCG Wealth Advisors LLC | 104,689 | $1.05M | 0.03% | −12,623−10.8% | Reduced |
| Ethic Inc. | 105,141 | $1.05M | 0.02% | +18,597+21.5% | Added |
| Clearstead Advisors, LLC | 106,905 | $1.07M | 0.01% | +81,058+313.6% | Added |
| GWM Advisors LLC | 111,815 | $1.12M | 0.00% | −13,594−10.8% | Reduced |
| Evergreen Capital Management LLC | 112,695 | $1.13M | 0.02% | +3,273+3.0% | Added |
| Park Avenue Securities LLC | 113,147 | $1.13M | 0.01% | −1,194−1.0% | Reduced |
| Susquehanna International Group, LLP | 114,694 | $1.15M | 0.00% | +89,613+357.3% | Added |
| Quadrant Capital Group LLC | 118,327 | $1.18M | 0.04% | +43,975+59.1% | Added |
| MML Investors Services, LLC | 119,786 | $1.20M | 0.00% | −16,777−12.3% | Reduced |
| Savant Capital, LLC | 120,238 | $1.20M | 0.01% | +7,010+6.2% | Added |
| Advisor Group Holdings, Inc. | 129,153 | $1.29M | 0.00% | +915+0.7% | Added |
| Regions Financial Corp | 132,712 | $1.33M | 0.01% | −7,166−5.1% | Reduced |
| CI Private Wealth, LLC | 138,779 | $1.37M | 0.00% | +11,556+9.1% | Added |
| HB Wealth Management, LLC | 138,272 | $1.38M | 0.01% | +4,691+3.5% | Added |
| Laird Norton Trust Company, LLC | 146,703 | $1.47M | 0.03% | −3,232−2.2% | Reduced |
| Principal Securities, Inc. | 148,676 | $1.49M | 0.02% | +14,007+10.4% | Added |