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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 18,600 | $186.2K | 0.00% | +299+1.6% | Added |
| PFG Investments, LLC | 18,474 | $184.9K | 0.01% | −1,601−8.0% | Reduced |
| Ewa, LLC | 18,167 | $181.9K | 0.04% | −1,001−5.2% | Reduced |
| Invesco Ltd. | 17,883 | $179.0K | 0.00% | −3,478−16.3% | Reduced |
| Snowden Capital Advisors LLC | 17,493 | $175.1K | 0.00% | −2,252−11.4% | Reduced |
| Riverbridge Partners LLC | 17,477 | $174.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 17,285 | $173.0K | 0.01% | +4,244+32.5% | Added |
| AE Wealth Management LLC | 17,213 | $172.3K | 0.00% | −1,098−6.0% | Reduced |
| Beacon Financial Strategies CORP | 19,888 | $171.2K | 0.10% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 17,073 | $170.9K | 0.22% | 00.0% | Unchanged |
| Choate Investment Advisors | 17,016 | $170.3K | 0.00% | +10+0.1% | Added |
| Evolve Private Wealth, LLC | 16,850 | $168.7K | 0.01% | +1,014+6.4% | Added |
| PDS Planning, Inc | 16,654 | $166.7K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 16,407 | $164.2K | 0.00% | +1,195+7.9% | Added |
| Seeds Investor LLC | 16,909 | $164.0K | 0.02% | −4,033−19.3% | Reduced |
| Sage Rhino Capital LLC | 16,364 | $163.8K | 0.03% | +747+4.8% | Added |
| GTS Securities LLC | 16,176 | $161.9K | 0.01% | +16,176 | New |
| Drucker Wealth 3.0, LLC | 16,162 | $161.8K | 0.03% | +659+4.3% | Added |
| IHT Wealth Management, LLC | 16,107 | $161.2K | 0.00% | −98−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 16,068 | $160.8K | 0.01% | +92+0.6% | Added |
| Personal Cfo Solutions, LLC | 15,673 | $156.9K | 0.02% | +1,620+11.5% | Added |
| Dimension Capital Management LLC | 15,533 | $155.5K | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 15,349 | $153.6K | 0.02% | +15,349 | New |
| Brown Brothers Harriman & Co | 15,232 | $152.5K | 0.00% | +7,245+90.7% | Added |
| Diversify Wealth Management, LLC | 16,091 | $149.7K | 0.00% | +16,091 | New |
| Sagespring Wealth Partners, LLC | 14,922 | $149.4K | 0.00% | +1,861+14.2% | Added |
| Cardiff Park Advisors, LLC | 14,885 | $149.0K | 0.01% | 00.0% | Unchanged |
| Frec Markets, Inc. | 14,803 | $148.2K | 0.03% | +2,820+23.5% | Added |
| TD Waterhouse Canada Inc. | 14,816 | $147.5K | 0.00% | +9,122+160.2% | Added |
| Pitcairn Wealth Advisors LLC | 14,339 | $145.0K | 0.01% | +14,339 | New |
| First National Bank of Omaha | 14,327 | $143.3K | 0.00% | −3,456−19.4% | Reduced |
| Allworth Financial LP | 14,583 | $142.9K | 0.00% | +1,720+13.4% | Added |
| Hilltop National Bank | 13,901 | $139.1K | 0.03% | +777+5.9% | Added |
| Checchi Capital Advisers, LLC | 13,875 | $138.9K | 0.01% | −650−4.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,659 | $136.7K | 0.00% | −2,281−14.3% | Reduced |
| Allen Capital Group, LLC | 13,628 | $136.4K | 0.01% | +1,729+14.5% | Added |
| Tanager Wealth Management LLP | 13,603 | $136.2K | 0.01% | +13,603 | New |
| Moody National Bank Trust Division | 13,464 | $134.8K | 0.01% | +13,464 | New |
| Gibbs Wealth Management | 13,373 | $133.9K | 0.02% | +13,373 | New |
| Flagship Harbor Advisors, LLC | 13,344 | $133.6K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 13,260 | $132.7K | 0.05% | −221−1.6% | Reduced |
| Umb Bank N A | 13,247 | $132.6K | 0.00% | +509+4.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 13,073 | $130.9K | 0.00% | +13,073 | New |
| Gabelli Funds LLC | 13,000 | $130.1K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 12,982 | $130.0K | 0.00% | +1,708+15.1% | Added |
| Savvy Advisors, Inc. | 12,960 | $129.7K | 0.00% | +12,960 | New |
| Horizon Kinetics Asset Management LLC | 12,900 | $129.1K | 0.00% | −591−4.4% | Reduced |
| Aprio Wealth Management, LLC | 12,851 | $128.6K | 0.01% | +12,851 | New |
| Moors & Cabot, Inc. | 12,759 | $127.7K | 0.01% | −3,575−21.9% | Reduced |
| Walleye Capital LLC | 12,582 | $125.9K | 0.00% | +12,582 | New |
| Holistic Financial Partners | 12,562 | $125.7K | 0.05% | +1,375+12.3% | Added |
| R Squared Ltd | 12,473 | $124.9K | 0.07% | −27,103−68.5% | Reduced |
| Hancock Whitney Corp | 13,405 | $124.5K | 0.00% | +1,091+8.9% | Added |
| Ballew Advisors, Inc | 12,411 | $124.2K | 0.07% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 12,303 | $123.2K | 1.25% | +12,303 | New |
| Larson Financial Group LLC | 12,224 | $122.4K | 0.00% | +927+8.2% | Added |
| Cromwell Holdings LLC | 12,060 | $120.7K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 12,004 | $120.2K | 0.01% | −94−0.8% | Reduced |
| Lazard Asset Management LLC | 12,000 | $120.1K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 11,938 | $119.5K | 0.03% | +11,938 | New |
| Cornerstone Wealth Management, LLC | 11,914 | $119.3K | 0.01% | −259−2.1% | Reduced |
| PCM Encore, LLC | 11,913 | $119.2K | 0.02% | +1,159+10.8% | Added |
| Greenspring Advisors, LLC | 11,748 | $117.6K | 0.01% | +11,748 | New |
| AlphaCore Capital LLC | 11,656 | $116.7K | 0.00% | −23,599−66.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,621 | $116.3K | 0.00% | −35−0.3% | Reduced |
| Marotta Asset Management | 11,630 | $116.0K | 0.02% | −9−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 11,534 | $115.5K | 0.00% | +11,534 | New |
| Perigon Wealth Management, LLC | 11,514 | $115.3K | 0.00% | +862+8.1% | Added |
| Tepp RIA, LLC | 11,490 | $115.0K | 0.09% | +11,490 | New |
| Leo Wealth, LLC | 11,292 | $113.0K | 0.01% | +296+2.7% | Added |
| Fundamentun, LLC | 11,261 | $112.7K | 0.00% | −1,064−8.6% | Reduced |
| Prospect Financial Group LLC | 11,117 | $111.3K | 0.10% | −1,544−12.2% | Reduced |
| Summit Financial, LLC | 11,009 | $110.2K | 0.00% | +982+9.8% | Added |
| Aureus Asset Management, LLC | 11,001 | $110.1K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,933 | $109.4K | 0.00% | +10,933 | New |
| Atala Financial Inc | 10,871 | $108.7K | 0.07% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 11,076 | $107.0K | 0.01% | −600−5.1% | Reduced |
| Park Place Capital Corp | 10,562 | $105.7K | 0.02% | 00.0% | Unchanged |
| Scientech Research LLC | 10,412 | $104.2K | 0.09% | +10,412 | New |
| McAdam, LLC | 10,349 | $103.6K | 0.00% | −3,337−24.4% | Reduced |
| NWF Advisory Services Inc. | 10,190 | $102.0K | 0.01% | +10,190 | New |
| Modern Wealth Management, LLC | 10,197 | $101.7K | 0.00% | +10,197 | New |
| Stratos Wealth Partners, LTD. | 10,131 | $101.4K | 0.00% | −1,076−9.6% | Reduced |
| Gryphon Financial Partners LLC | 10,092 | $101.0K | 0.01% | +10,092 | New |
| National Asset Management, Inc. | 10,077 | $100.8K | 0.01% | −395−3.8% | Reduced |
| Endowment Wealth Management, Inc. | 10,062 | $100.7K | 0.04% | −147−1.4% | Reduced |
| VestGen Advisors, LLC | 10,748 | $97.8K | 0.00% | +10,748 | New |
| Golden State Wealth Management, LLC | 9,648 | $96.6K | 0.01% | +2,412+33.3% | Added |
| Bollard Group LLC | 9,209 | $92.0K | 0.00% | −14,068−60.4% | Reduced |
| Salem Investment Counselors Inc | 9,114 | $91.2K | 0.00% | +9,114 | New |
| McMillan Office, Inc. | 9,055 | $90.6K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,922 | $89.3K | 0.00% | +1,122+14.4% | Added |
| Private Trust Co NA | 8,643 | $86.5K | 0.01% | −16−0.2% | Reduced |
| Aviso Financial Inc. | 8,470 | $84.8K | 0.00% | +6,867+428.4% | Added |
| Central Trust Co | 7,896 | $79.0K | 0.00% | +567+7.7% | Added |
| Bryn Mawr Trust Co | 7,567 | $75.7K | 0.00% | +98+1.3% | Added |
| Pinnacle Bancorp, Inc. | 7,427 | $74.3K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 6,865 | $69.0K | 0.01% | 00.0% | Unchanged |
| Align Financial, LLC | 6,830 | $68.4K | 0.04% | −62,221−90.1% | Reduced |
| Assetmark, Inc | 6,492 | $65.0K | 0.00% | +530+8.9% | Added |