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 |
|---|---|---|---|---|---|
| Blair William & Co | 51,469 | $515.2K | 0.00% | −173−0.3% | Reduced |
| Cambiar Investors LLC | 51,017 | $510.7K | 0.02% | −15,312−23.1% | Reduced |
| Profund Advisors LLC | 50,589 | $506.4K | 0.02% | −7,874−13.5% | Reduced |
| Atomi Financial Group, Inc. | 50,285 | $503.4K | 0.02% | +15,740+45.6% | Added |
| Quadrature Capital Ltd | 49,562 | $496.1K | 0.01% | +49,562 | New |
| Cardinal Capital Management | 49,161 | $492.1K | 0.06% | +838+1.7% | Added |
| Beacon Pointe Advisors, LLC | 48,499 | $485.5K | 0.00% | +22,763+88.4% | Added |
| Graham Capital Management, L.P. | 48,255 | $483.0K | 0.02% | +48,255 | New |
| WealthTrust Axiom LLC | 47,086 | $471.3K | 0.12% | −200−0.4% | Reduced |
| Aaron Wealth Advisors | 46,876 | $469.2K | 0.03% | +5,654+13.7% | Added |
| Torrey Growth & Income Advisors | 45,434 | $456.4K | 0.19% | −4,900−9.7% | Reduced |
| Yousif Capital Management, LLC | 45,494 | $455.4K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 45,058 | $451.0K | 0.01% | +45,058 | New |
| Heritage Family Offices, LLP | 43,689 | $437.3K | 0.19% | −27,793−38.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 43,714 | $434.7K | 0.00% | +5,230+13.6% | Added |
| Ballentine Partners, LLC | 43,277 | $433.2K | 0.01% | +6,728+18.4% | Added |
| Central Pacific Bank - Trust Division | 42,940 | $429.8K | 0.05% | −900−2.1% | Reduced |
| Kestra Advisory Services, LLC | 42,584 | $426.3K | 0.00% | −14,105−24.9% | Reduced |
| Fortress Private Ledger, LLC | 41,583 | $416.3K | 0.13% | +7,029+20.3% | Added |
| Steward Partners Investment Advisory, LLC | 41,252 | $412.9K | 0.00% | −13,589−24.8% | Reduced |
| Peapack Gladstone Financial Corp | 40,820 | $408.0K | 0.01% | −618−1.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 40,396 | $404.4K | 0.01% | +971+2.5% | Added |
| First Affirmative Financial Network | 40,028 | $400.7K | 0.16% | +40,028 | New |
| Rehmann Capital Advisory Group | 39,991 | $400.3K | 0.02% | +8,808+28.2% | Added |
| NorthRock Partners, LLC | 39,744 | $397.8K | 0.01% | +39,744 | New |
| U.S. Capital Wealth Advisors, LLC | 39,362 | $394.0K | 0.01% | +2,573+7.0% | Added |
| King Luther Capital Management Corp | 39,266 | $393.1K | 0.00% | −14,033−26.3% | Reduced |
| Aspen Grove Capital, LLC | 38,423 | $384.6K | 0.07% | +2,315+6.4% | Added |
| EntryPoint Capital, LLC | 37,899 | $379.4K | 0.11% | +37,899 | New |
| United Capital Financial Advisers, LLC | 37,722 | $377.6K | 0.00% | −859−2.2% | Reduced |
| Auxier Asset Management | 36,876 | $369.1K | 0.05% | −200−0.5% | Reduced |
| SBI Securities Co., Ltd. | 36,478 | $365.1K | 0.01% | +282+0.8% | Added |
| Sanders Morris Harris LLC | 36,000 | $360.4K | 0.06% | +36,000 | New |
| Kathmere Capital Management, LLC | 34,900 | $349.3K | 0.02% | −8,805−20.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 34,883 | $349.2K | 0.07% | −456−1.3% | Reduced |
| Smartleaf Asset Management LLC | 33,747 | $337.5K | 0.01% | +859+2.6% | Added |
| Insigneo Advisory Services, LLC | 33,681 | $337.1K | 0.02% | +1,309+4.0% | Added |
| Martin Investment Management, LLC | 33,170 | $332.0K | 0.10% | −9,175−21.7% | Reduced |
| Versant Capital Management, Inc | 33,068 | $331.0K | 0.03% | +7,574+29.7% | Added |
| Blueshift Asset Management, LLC | 32,950 | $329.8K | 0.10% | +32,950 | New |
| Envestnet Portfolio Solutions, Inc. | 32,806 | $328.4K | 0.00% | −30,920−48.5% | Reduced |
| Diversified Trust Co | 32,124 | $321.6K | 0.01% | −729−2.2% | Reduced |
| Resonant Capital Advisors, LLC | 31,874 | $319.1K | 0.02% | +5,428+20.5% | Added |
| Advisory Services Network, LLC | 31,406 | $314.4K | 0.00% | +511+1.7% | Added |
| OpenArc Corporate Advisory, LLC | 31,187 | $312.2K | 0.00% | +8,894+39.9% | Added |
| Marks Group Wealth Management, Inc | 30,787 | $308.2K | 0.03% | −350−1.1% | Reduced |
| Simplicity Wealth,LLC | 30,523 | $305.5K | 0.02% | −13,608−30.8% | Reduced |
| Independent Advisor Alliance | 30,373 | $304.0K | 0.00% | −5,475−15.3% | Reduced |
| Parallel Advisors, LLC | 30,272 | $303.0K | 0.01% | +5,134+20.4% | Added |
| Bleakley Financial Group, LLC | 29,924 | $299.5K | 0.00% | +2,964+11.0% | Added |
| Coldstream Capital Management Inc | 29,728 | $297.6K | 0.00% | −6,500−17.9% | Reduced |
| GAMMA Investing LLC | 29,472 | $295.0K | 0.01% | +8,148+38.2% | Added |
| Defined Wealth Management, LLC | 29,271 | $293.0K | 0.17% | +34+0.1% | Added |
| Farther Finance Advisors, LLC | 29,305 | $292.2K | 0.00% | +6,383+27.8% | Added |
| Lafayette Investments, Inc. | 28,804 | $288.3K | 0.06% | −300−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 28,640 | $286.7K | 0.00% | +7,986+38.7% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 28,464 | $284.9K | 0.04% | +28,464 | New |
| Dorsey & Whitney Trust CO LLC | 28,109 | $281.4K | 0.02% | −612−2.1% | Reduced |
| Concurrent Investment Advisors, LLC | 27,895 | $279.2K | 0.00% | +5,845+26.5% | Added |
| Baird Financial Group, Inc. | 27,708 | $277.4K | 0.00% | +337+1.2% | Added |
| Bridgefront Capital, LLC | 27,480 | $275.1K | 0.07% | +27,480 | New |
| Patrick M Sweeney & Associates, Inc | 26,868 | $268.9K | 0.17% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 26,580 | $266.1K | 0.18% | 00.0% | Unchanged |
| Bessemer Group Inc | 25,986 | $260.0K | 0.00% | +2,706+11.6% | Added |
| MN Wealth Advisors, LLC | 25,934 | $259.6K | 0.13% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 25,130 | $254.1K | 0.00% | +184+0.7% | Added |
| Haverford Trust Co | 24,454 | $244.8K | 0.00% | 00.0% | Unchanged |
| May Hill Capital, LLC | 24,375 | $244.0K | 0.06% | +10,628+77.3% | Added |
| Arlington Partners LLC | 24,246 | $242.7K | 0.48% | +24,246 | New |
| Ingalls & Snyder LLC | 24,189 | $242.0K | 0.01% | −300−1.2% | Reduced |
| TD Private Client Wealth LLC | 23,693 | $237.2K | 0.00% | −1,272−5.1% | Reduced |
| First Horizon Corp | 23,450 | $234.7K | 0.01% | −7,105−23.3% | Reduced |
| Barclays PLC | 23,363 | $233.9K | 0.00% | −557,294−96.0% | Reduced |
| Thrivent Financial for Lutherans | 23,277 | $233.0K | 0.00% | −725−3.0% | Reduced |
| Headlands Technologies LLC | 23,242 | $232.7K | 0.03% | +23,242 | New |
| EP Wealth Advisors, LLC | 22,560 | $225.8K | 0.00% | −110.0% | Reduced |
| Resources Investment Advisors, LLC. | 22,522 | $225.4K | 0.00% | +791+3.6% | Added |
| Fielder Capital Group LLC | 22,510 | $225.3K | 0.05% | −375−1.6% | Reduced |
| Highland Capital Management, LLC | 22,395 | $224.2K | 0.01% | −50−0.2% | Reduced |
| Oppenheimer & Co Inc | 22,298 | $223.2K | 0.00% | −2,446−9.9% | Reduced |
| CWM, LLC | 22,289 | $223.1K | 0.00% | +404+1.8% | Added |
| Valeo Financial Advisors, LLC | 22,220 | $222.4K | 0.01% | −4,055−15.4% | Reduced |
| Lighthouse Financial Services Inc | 22,355 | $216.8K | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 21,271 | $212.9K | 0.00% | +4,101+23.9% | Added |
| Bailard, Inc. | 20,979 | $210.0K | 0.00% | −280−1.3% | Reduced |
| Ariston Services Group | 0 | $207.4K | 0.12% | −20,721−100.0% | Reduced |
| Keystone Financial Group | 20,581 | $206.0K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 20,524 | $205.4K | 0.15% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 20,211 | $202.3K | 0.02% | −4,340−17.7% | Reduced |
| South Shore Capital Advisors | 20,141 | $201.6K | 0.15% | +20,141 | New |
| Larry Mathis Financial Planning, LLC | 19,784 | $198.0K | 0.18% | −23−0.1% | Reduced |
| MAI Capital Management | 19,682 | $197.0K | 0.00% | +1,364+7.4% | Added |
| Commerce Bank | 19,679 | $197.0K | 0.00% | +8,004+68.6% | Added |
| Greenwich Wealth Management LLC | 19,546 | $196.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 19,564 | $195.8K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 19,427 | $194.5K | 0.01% | −413−2.1% | Reduced |
| Old National Bancorp | 19,419 | $194.4K | 0.00% | −603−3.0% | Reduced |
| Golden State Equity Partners | 19,339 | $193.6K | 0.01% | +749+4.0% | Added |
| New Republic Capital, LLC | 18,954 | $189.7K | 0.06% | −14,525−43.4% | Reduced |
| Brighton Jones LLC | 18,794 | $188.1K | 0.00% | +18,794 | New |