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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 235,522 | $2.36M | 0.02% | +21,236+9.9% | Added |
| Benjamin Edwards Inc | 231,106 | $2.31M | 0.02% | +46,958+25.5% | Added |
| Public Employees Retirement System of Ohio | 222,708 | $2.23M | 0.01% | +128,493+136.4% | Added |
| Private Advisor Group, LLC | 219,187 | $2.19M | 0.01% | +29,062+15.3% | Added |
| Fifth Third Bancorp | 217,156 | $2.17M | 0.00% | −3,429−1.6% | Reduced |
| 2Xideas AG | 437,469 | $2.16M | 0.85% | +437,469 | New |
| Exencial Wealth Advisors, LLC | 213,938 | $2.14M | 0.07% | +14,719+7.4% | Added |
| D. E. Shaw & Co., Inc. | 209,065 | $2.09M | 0.00% | +209,065 | New |
| JustInvest LLC | 208,415 | $2.09M | 0.02% | +15,910+8.3% | Added |
| Keybank National Association | 207,523 | $2.08M | 0.01% | −2,631−1.3% | Reduced |
| Founders Financial Securities LLC | 203,046 | $2.03M | 0.11% | −10,353−4.9% | Reduced |
| 1832 Asset Management L.P. | 198,875 | $1.99M | 0.00% | −1,003,476−83.5% | Reduced |
| RSM US Wealth Management LLC | 198,007 | $1.98M | 0.02% | −6,225−3.0% | Reduced |
| AQR Capital Management LLC | 197,621 | $1.98M | 0.00% | +47,766+31.9% | Added |
| Factory Mutual Insurance Co | 196,537 | $1.97M | 0.02% | +196,537 | New |
| Altshuler Shaham Ltd | 196,378 | $1.97M | 0.04% | +96,378+96.4% | Added |
| Commonwealth Equity Services, LLC | 193,750 | $1.94M | 0.00% | −4,379−2.2% | Reduced |
| HighTower Advisors, LLC | 192,177 | $1.92M | 0.00% | +51,540+36.6% | Added |
| Silvercrest Asset Management Group LLC | 192,126 | $1.92M | 0.01% | −19,211−9.1% | Reduced |
| First Trust Advisors LP | 188,885 | $1.89M | 0.00% | +364+0.2% | Added |
| Milford Funds Ltd | 180,000 | $1.80M | 0.04% | 00.0% | Unchanged |
| Natural Investments, LLC | 172,976 | $1.73M | 0.43% | +537+0.3% | Added |
| Atria Investments LLC | 166,608 | $1.67M | 0.02% | +28,924+21.0% | Added |
| Pathstone Holdings, LLC | 155,748 | $1.56M | 0.01% | +30,542+24.4% | Added |
| Ameriprise Financial Inc | 155,111 | $1.55M | 0.00% | +15,156+10.8% | Added |
| Archford Capital Strategies, LLC | 150,995 | $1.51M | 0.17% | +150,995 | New |
| Principal Securities, Inc. | 148,676 | $1.49M | 0.02% | +14,007+10.4% | Added |
| Laird Norton Trust Company, LLC | 146,703 | $1.47M | 0.03% | −3,232−2.2% | Reduced |
| HB Wealth Management, LLC | 138,272 | $1.38M | 0.01% | +4,691+3.5% | Added |
| CI Private Wealth, LLC | 138,779 | $1.37M | 0.00% | +11,556+9.1% | Added |
| Regions Financial Corp | 132,712 | $1.33M | 0.01% | −7,166−5.1% | Reduced |
| Advisor Group Holdings, Inc. | 129,153 | $1.29M | 0.00% | +915+0.7% | Added |
| Savant Capital, LLC | 120,238 | $1.20M | 0.01% | +7,010+6.2% | Added |
| MML Investors Services, LLC | 119,786 | $1.20M | 0.00% | −16,777−12.3% | Reduced |
| Quadrant Capital Group LLC | 118,327 | $1.18M | 0.04% | +43,975+59.1% | Added |
| Susquehanna International Group, LLP | 114,694 | $1.15M | 0.00% | +89,613+357.3% | Added |
| Park Avenue Securities LLC | 113,147 | $1.13M | 0.01% | −1,194−1.0% | Reduced |
| Evergreen Capital Management LLC | 112,695 | $1.13M | 0.02% | +3,273+3.0% | Added |
| GWM Advisors LLC | 111,815 | $1.12M | 0.00% | −13,594−10.8% | Reduced |
| Clearstead Advisors, LLC | 106,905 | $1.07M | 0.01% | +81,058+313.6% | Added |
| Ethic Inc. | 105,141 | $1.05M | 0.02% | +18,597+21.5% | Added |
| WCG Wealth Advisors LLC | 104,689 | $1.05M | 0.03% | −12,623−10.8% | Reduced |
| Confluence Investment Management LLC | 104,389 | $1.04M | 0.02% | +5,009+5.0% | Added |
| Old Mission Capital LLC | 102,334 | $1.02M | 0.02% | +102,334 | New |
| Sequoia Financial Advisors, LLC | 102,062 | $1.02M | 0.01% | +7,105+7.5% | Added |
| American Assets Investment Management, LLC | 100,000 | $1.00M | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 98,608 | $987.1K | 0.02% | −6,567−6.2% | Reduced |
| Drive Wealth Management, LLC | 98,513 | $986.1K | 0.21% | −384−0.4% | Reduced |
| Ritholtz Wealth Management | 97,069 | $971.7K | 0.02% | +52,681+118.7% | Added |
| Calamos Advisors LLC | 96,776 | $968.7K | 0.00% | −86−0.1% | Reduced |
| Sterling Capital Management LLC | 94,183 | $942.8K | 0.02% | −6,788−6.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 93,822 | $939.2K | 0.02% | +93,822 | New |
| Stephens Inc | 93,085 | $931.8K | 0.01% | −2,565−2.7% | Reduced |
| Euro Pacific Asset Management, LLC | 87,897 | $912.0K | 0.09% | −1,743−1.9% | Reduced |
| Rhumbline Advisers | 91,085 | $911.7K | 0.00% | +4,859+5.6% | Added |
| Ronald Blue Trust, Inc. | 87,556 | $876.4K | 0.01% | +5,825+7.1% | Added |
| M&T Bank Corp | 84,272 | $843.2K | 0.00% | +3,552+4.4% | Added |
| Ieq Capital, LLC | 83,677 | $837.6K | 0.00% | +512+0.6% | Added |
| Cohen Klingenstein LLC | 81,613 | $816.9K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 80,759 | $808.4K | 0.01% | −11,007−12.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 79,944 | $800.2K | 0.02% | −6,627−7.7% | Reduced |
| Brown Advisory Inc | 79,376 | $794.6K | 0.00% | −6,460−7.5% | Reduced |
| Guggenheim Capital LLC | 79,121 | $792.0K | 0.01% | +10,306+15.0% | Added |
| Arkadios Wealth Advisors | 78,464 | $785.4K | 0.01% | +320+0.4% | Added |
| Merit Financial Group, LLC | 76,704 | $767.8K | 0.01% | +10,871+16.5% | Added |
| Syon Capital LLC | 74,898 | $749.7K | 0.04% | −4,970−6.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 75,499 | $749.7K | 0.00% | −31,187−29.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 74,606 | $746.8K | 0.18% | −1,312−1.7% | Reduced |
| Tweedy, Browne Co LLC | 72,750 | $728.2K | 0.06% | −3,780−4.9% | Reduced |
| Glenmede Trust Co NA | 70,147 | $702.2K | 0.00% | +1,069+1.5% | Added |
| We Are One Seven, LLC | 69,869 | $699.4K | 0.01% | −1,337−1.9% | Reduced |
| Future Fund LLC | 69,250 | $693.2K | 0.24% | +5,447+8.5% | Added |
| Fiduciary Trust Co | 67,965 | $680.3K | 0.01% | +5,793+9.3% | Added |
| Legacy Wealth Asset Management, LLC | 67,902 | $679.7K | 0.17% | +685+1.0% | Added |
| One Wealth Advisors, LLC | 67,378 | $674.5K | 0.08% | +2,550+3.9% | Added |
| Dynasty Wealth Management, LLC | 67,377 | $674.4K | 0.01% | −15,709−18.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 65,763 | $658.0K | 0.17% | −588−0.9% | Reduced |
| Ascent Group, LLC | 64,438 | $645.0K | 0.02% | −1,040−1.6% | Reduced |
| Argent Trust Co | 64,280 | $643.4K | 0.02% | +8,912+16.1% | Added |
| Campbell & CO Investment Adviser LLC | 64,274 | $643.4K | 0.04% | +64,274 | New |
| Alliancebernstein L.P. | 63,558 | $642.6K | 0.00% | +6,408+11.2% | Added |
| Flow Traders U.S. LLC | 63,447 | $635.0K | 0.02% | +41,168+184.8% | Added |
| Transcend Wealth Collective, LLC | 62,904 | $629.7K | 0.05% | +21,254+51.0% | Added |
| Vise Technologies, Inc. | 61,998 | $626.8K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 62,119 | $621.8K | 0.01% | +7,690+14.1% | Added |
| SmartHarvest Portfolios, LLC | 61,774 | $618.4K | 0.26% | +5,954+10.7% | Added |
| Lido Advisors, LLC | 59,908 | $599.7K | 0.00% | +11,009+22.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 59,679 | $597.1K | 0.00% | −2,446−3.9% | Reduced |
| Axxcess Wealth Management, LLC | 59,108 | $591.7K | 0.02% | −3,802−6.0% | Reduced |
| EverSource Wealth Advisors, LLC | 57,526 | $575.8K | 0.02% | +22,508+64.3% | Added |
| Kahn Brothers Group Inc | 56,431 | $564.9K | 0.10% | −8,890−13.6% | Reduced |
| Trust Point Inc. | 56,085 | $561.4K | 0.05% | +16,480+41.6% | Added |
| Warren Averett Asset Management, LLC | 55,485 | $555.4K | 0.00% | −5,867−9.6% | Reduced |
| Naviter Wealth, LLC | 54,856 | $549.1K | 0.07% | +7,395+15.6% | Added |
| Tempus Wealth Planning, LLC | 54,779 | $548.3K | 0.13% | +1,217+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,545 | $546.0K | 0.00% | −513−0.9% | Reduced |
| CIBC Asset Management Inc | 53,465 | $535.2K | 0.00% | +53,465 | New |
| Summitry LLC | 52,951 | $530.0K | 0.02% | +2,136+4.2% | Added |
| Keystone Financial Planning, Inc. | 52,505 | $525.6K | 0.14% | −1,861−3.4% | Reduced |
| AIMZ Investment Advisors, LLC | 52,128 | $521.8K | 0.16% | −5,500−9.5% | Reduced |