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 |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | 150,995 | $1.51M | 0.17% | +150,995 | New |
| Ameriprise Financial Inc | 155,111 | $1.55M | 0.00% | +15,156+10.8% | Added |
| Pathstone Holdings, LLC | 155,748 | $1.56M | 0.01% | +30,542+24.4% | Added |
| Atria Investments LLC | 166,608 | $1.67M | 0.02% | +28,924+21.0% | Added |
| Natural Investments, LLC | 172,976 | $1.73M | 0.43% | +537+0.3% | Added |
| Milford Funds Ltd | 180,000 | $1.80M | 0.04% | 00.0% | Unchanged |
| First Trust Advisors LP | 188,885 | $1.89M | 0.00% | +364+0.2% | Added |
| Silvercrest Asset Management Group LLC | 192,126 | $1.92M | 0.01% | −19,211−9.1% | Reduced |
| HighTower Advisors, LLC | 192,177 | $1.92M | 0.00% | +51,540+36.6% | Added |
| Commonwealth Equity Services, LLC | 193,750 | $1.94M | 0.00% | −4,379−2.2% | Reduced |
| Altshuler Shaham Ltd | 196,378 | $1.97M | 0.04% | +96,378+96.4% | Added |
| Factory Mutual Insurance Co | 196,537 | $1.97M | 0.02% | +196,537 | New |
| AQR Capital Management LLC | 197,621 | $1.98M | 0.00% | +47,766+31.9% | Added |
| RSM US Wealth Management LLC | 198,007 | $1.98M | 0.02% | −6,225−3.0% | Reduced |
| 1832 Asset Management L.P. | 198,875 | $1.99M | 0.00% | −1,003,476−83.5% | Reduced |
| Founders Financial Securities LLC | 203,046 | $2.03M | 0.11% | −10,353−4.9% | Reduced |
| Keybank National Association | 207,523 | $2.08M | 0.01% | −2,631−1.3% | Reduced |
| JustInvest LLC | 208,415 | $2.09M | 0.02% | +15,910+8.3% | Added |
| D. E. Shaw & Co., Inc. | 209,065 | $2.09M | 0.00% | +209,065 | New |
| Exencial Wealth Advisors, LLC | 213,938 | $2.14M | 0.07% | +14,719+7.4% | Added |
| 2Xideas AG | 437,469 | $2.16M | 0.85% | +437,469 | New |
| Fifth Third Bancorp | 217,156 | $2.17M | 0.00% | −3,429−1.6% | Reduced |
| Private Advisor Group, LLC | 219,187 | $2.19M | 0.01% | +29,062+15.3% | Added |
| Public Employees Retirement System of Ohio | 222,708 | $2.23M | 0.01% | +128,493+136.4% | Added |
| Benjamin Edwards Inc | 231,106 | $2.31M | 0.02% | +46,958+25.5% | Added |
| Vident Advisory, LLC | 235,522 | $2.36M | 0.02% | +21,236+9.9% | Added |
| Trexquant Investment LP | 240,252 | $2.40M | 0.02% | +240,252 | New |
| Cetera Investment Advisers | 247,741 | $2.48M | 0.00% | +36,006+17.0% | Added |
| The PNC Financial Services Group, Inc. | 249,107 | $2.49M | 0.00% | −50.0% | Reduced |
| Davenport & Co LLC | 249,641 | $2.50M | 0.01% | +406+0.2% | Added |
| Trillium Asset Management, LLC | 249,796 | $2.50M | 0.08% | +9,667+4.0% | Added |
| Skopos Labs, Inc. | 260,541 | $2.61M | 0.08% | +61,495+30.9% | Added |
| Marshall Wace, LLP | 271,574 | $2.72M | 0.00% | +271,574 | New |
| Acumen Wealth Advisors, LLC | 291,363 | $2.92M | 0.78% | −99,258−25.4% | Reduced |
| Mercer Global Advisors Inc | 293,965 | $2.94M | 0.00% | −24,639−7.7% | Reduced |
| Sanctuary Advisors, LLC | 295,125 | $2.95M | 0.02% | +3,496+1.2% | Added |
| LGT Group Foundation | 297,369 | $2.98M | 0.04% | +22,761+8.3% | Added |
| Manning & Napier Advisors LLC | 306,509 | $3.07M | 0.04% | −4,347−1.4% | Reduced |
| Eagle Global Advisors LLC | 318,000 | $3.18M | 0.11% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 325,158 | $3.25M | 0.04% | −10,679−3.2% | Reduced |
| Fisher Asset Management, LLC | 327,131 | $3.27M | 0.00% | +12,135+3.9% | Added |
| GAM Holding AG | 330,494 | $3.31M | 0.29% | −263,915−44.4% | Reduced |
| Colony Group, LLC | 195,548 | $3.42M | 0.00% | +24,577+14.4% | Added |
| Third View Private Wealth, LLC | 362,422 | $3.63M | 0.50% | +20,042+5.9% | Added |
| Captrust Financial Advisors | 371,702 | $3.72M | 0.01% | +41,526+12.6% | Added |
| XTX Topco Ltd | 379,350 | $3.80M | 0.07% | +379,350 | New |
| QRG Capital Management, Inc. | 379,517 | $3.80M | 0.04% | +56,362+17.4% | Added |
| Brinker Capital Investments, LLC | 388,159 | $3.89M | 0.03% | +1,076+0.3% | Added |
| Horizon Investments, LLC | 404,060 | $3.99M | 0.04% | +191,885+90.4% | Added |
| Capital Fund Management S.A. | 421,051 | $4.21M | 0.04% | −151,893−26.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 433,893 | $4.34M | 0.03% | +2,805+0.7% | Added |
| Acadian Asset Management LLC | 451,649 | $4.52M | 0.01% | +308,152+214.7% | Added |
| Cerity Partners LLC | 459,205 | $4.60M | 0.01% | +13,589+3.0% | Added |
| Dimensional Fund Advisors LP | 464,724 | $4.65M | 0.00% | −7,892−1.7% | Reduced |
| Cidel Asset Management Inc | 473,692 | $4.74M | 0.26% | +109,239+30.0% | Added |
| Oppenheimer Asset Management Inc. | 476,263 | $4.77M | 0.05% | −16,238−3.3% | Reduced |
| Abc Arbitrage SA | 477,377 | $4.78M | 0.63% | −2,312,074−82.9% | Reduced |
| Truist Financial Corp | 498,893 | $4.99M | 0.01% | +27,078+5.7% | Added |
| O'Shaughnessy Asset Management, LLC | 553,252 | $5.54M | 0.03% | +80,337+17.0% | Added |
| Creative Planning | 630,997 | $6.32M | 0.00% | +102,394+19.4% | Added |
| Mariner, LLC | 636,787 | $6.37M | 0.01% | +16,494+2.7% | Added |
| Welch & Forbes LLC | 643,501 | $6.44M | 0.08% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 663,275 | $6.64M | 0.00% | +551,449+493.1% | Added |
| Qube Research & Technologies Ltd | 673,294 | $6.74M | 0.01% | +673,294 | New |
| Charles Schwab Investment Management Inc | 684,558 | $6.85M | 0.00% | +116,977+20.6% | Added |
| US Bancorp | 704,468 | $7.05M | 0.01% | +181,277+34.6% | Added |
| Callan Family Office, LLC | 734,570 | $7.35M | 0.17% | −4,079−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 749,365 | $7.50M | 0.11% | +178,190+31.2% | Added |
| Massachusetts Financial Services Co | 795,403 | $7.96M | 0.00% | +28,404+3.7% | Added |
| Hantz Financial Services, Inc. | 820,071 | $8.21M | 0.13% | +121,804+17.4% | Added |
| Neuberger Berman Group LLC | 935,229 | $9.36M | 0.01% | +167,704+21.8% | Added |
| Bank of Montreal | 946,633 | $9.48M | 0.00% | −7,553,863−88.9% | Reduced |
| Citadel Advisors LLC | 1,001,865 | $10.0M | 0.01% | −6,481,248−86.6% | Reduced |
| Russell Investments Group, Ltd. | 1,039,677 | $10.4M | 0.01% | +16,487+1.6% | Added |
| Janney Montgomery Scott LLC | 1,063,693 | $10.6M | 0.03% | +37,014+3.6% | Added |
| UBS Group AG | 1,096,123 | $11.0M | 0.00% | +100,136+10.1% | Added |
| HRT Financial LP | 1,100,190 | $11.0M | 0.03% | +1,100,190 | New |
| Manufacturers Life Insurance Company, The | 1,131,403 | $11.3M | 0.01% | −12,169−1.1% | Reduced |
| American Century Companies Inc | 1,134,531 | $11.4M | 0.01% | +139,054+14.0% | Added |
| Goodman Financial Corp | 1,147,659 | $11.5M | 1.97% | +1,147,659 | New |
| Scharf Investments, LLC | 1,150,750 | $11.5M | 0.35% | +55,016+5.0% | Added |
| Toroso Investments, LLC | 1,169,469 | $11.7M | 0.04% | −264,639−18.5% | Reduced |
| Quantinno Capital Management LP | 1,221,499 | $12.2M | 0.02% | +128,917+11.8% | Added |
| SEI Investments Co | 1,285,485 | $12.9M | 0.01% | +606,864+89.4% | Added |
| Citigroup Inc | 1,329,934 | $13.3M | 0.01% | +354,821+36.4% | Added |
| Clark Estates Inc | 1,400,000 | $14.0M | 3.37% | −400,000−22.2% | Reduced |
| Franklin Resources Inc | 1,525,032 | $15.3M | 0.00% | +4,972+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,583,730 | $15.9M | 0.05% | −42,596−2.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,610,721 | $16.1M | 1.35% | +1,328,217+470.2% | Added |
| Voloridge Investment Management, LLC | 1,667,494 | $16.7M | 0.07% | −1,837,615−52.4% | Reduced |
| WCM Investment Management, LLC | 1,725,059 | $17.3M | 0.04% | +711,817+70.3% | Added |
| LPL Financial LLC | 1,750,087 | $17.5M | 0.00% | +110,057+6.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,897,694 | $19.0M | 0.05% | +299,404+18.7% | Added |
| Stifel Financial Corp | 2,181,908 | $21.8M | 0.02% | +72,857+3.5% | Added |
| Jane Street Group, LLC | 2,291,768 | $22.9M | 0.02% | +753,132+48.9% | Added |
| Bank of New York Mellon Corp | 2,596,454 | $26.0M | 0.00% | −56,865−2.1% | Reduced |
| Principal Financial Group Inc | 2,803,530 | $28.1M | 0.01% | +2,793,333+27,393.7% | Added |
| Royal Bank of Canada | 3,063,916 | $30.7M | 0.01% | +238,841+8.5% | Added |
| CIBC Bancorp USA Inc. | 3,953,513 | $39.6M | 0.05% | +3,953,513 | New |
| Wells Fargo & Company | 4,022,749 | $40.3M | 0.01% | +295,897+7.9% | Added |