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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 6,182 | $61.9K | 0.00% | −1,097−15.1% | Reduced |
| Cary Street Partners Financial LLC | 6,162 | $61.7K | 0.00% | +469+8.2% | Added |
| National Bank of Canada | 6,031 | $60.3K | 0.00% | −11,818−66.2% | Reduced |
| AdvisorNet Financial, Inc | 5,971 | $59.8K | 0.00% | −126−2.1% | Reduced |
| Harbour Investments, Inc. | 5,879 | $58.9K | 0.00% | +5,024+587.6% | Added |
| Mather Group, LLC. | 5,658 | $56.6K | 0.00% | +5,658 | New |
| Huntington National Bank | 5,632 | $56.4K | 0.00% | +4,477+387.6% | Added |
| Parkside Financial Bank & Trust | 5,178 | $51.8K | 0.00% | +2,331+81.9% | Added |
| IFP Advisors, Inc | 4,745 | $47.5K | 0.00% | +946+24.9% | Added |
| Cary Street Partner Investment Advisory LLC | 4,633 | $46.4K | 0.01% | −855−15.6% | Reduced |
| Ancora Advisors, LLC | 4,555 | $45.6K | 0.00% | −561−11.0% | Reduced |
| FIL Ltd | 4,541 | $45.5K | 0.00% | −97−2.1% | Reduced |
| Washington Trust Advisors, Inc. | 4,155 | $41.6K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 4,151 | $41.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 4,014 | $40.2K | 0.00% | −135−3.3% | Reduced |
| Hollencrest Capital Management | 3,966 | $39.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,869 | $39.0K | 0.00% | +369+10.5% | Added |
| Atlantic Union Bankshares Corp | 3,724 | $37.3K | 0.00% | −2,540−40.5% | Reduced |
| Addison Advisors LLC | 3,618 | $36.2K | 0.01% | −40−1.1% | Reduced |
| Barrett & Company, Inc. | 3,500 | $35.0K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 3,456 | $34.6K | 0.01% | +3,456 | New |
| Opal Wealth Advisors, LLC | 3,431 | $34.3K | 0.01% | +3,431 | New |
| Rothschild Investment LLC | 3,407 | $34.1K | 0.00% | +241+7.6% | Added |
| Trust Co of Toledo NA | 3,200 | $32.0K | 0.00% | −375−10.5% | Reduced |
| Owl Creek Wealth Partners LLC | 3,119 | $31.2K | 0.01% | +3,119 | New |
| Citizens National Bank Trust Department | 3,014 | $30.2K | 0.01% | −262−8.0% | Reduced |
| Grove Bank & Trust | 3,009 | $30.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,002 | $30.1K | 0.00% | +2,404+402.0% | Added |
| EFG International AG | 2,954 | $29.6K | 0.00% | +649+28.2% | Added |
| SRS Capital Advisors, Inc. | 2,927 | $29.3K | 0.00% | −5,765−66.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,815 | $28.2K | 0.00% | +1,757+166.1% | Added |
| Sound Income Strategies, LLC | 2,733 | $27.2K | 0.00% | +687+33.6% | Added |
| City State Bank | 2,483 | $24.9K | 0.01% | −275−10.0% | Reduced |
| Vision Retirement, LLC | 2,418 | $24.2K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,410 | $24.1K | 0.00% | +600+33.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,425 | $24.0K | 0.01% | −300−11.0% | Reduced |
| Pin Oak Investment Advisors Inc | 2,381 | $24.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,395 | $24.0K | 0.00% | −167−6.5% | Reduced |
| Eastern Bank | 2,235 | $22.4K | 0.00% | −600−21.2% | Reduced |
| Atlas Capital Advisors LLC | 2,069 | $20.7K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 2,003 | $20.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,997 | $20.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,944 | $19.5K | 0.00% | +113+6.2% | Added |
| Operose Advisors LLC | 1,845 | $18.5K | 0.00% | +1,845 | New |
| LRI Investments, LLC | 1,816 | $18.2K | 0.00% | +710+64.2% | Added |
| Salomon & Ludwin, LLC | 1,786 | $17.7K | 0.00% | −5−0.3% | Reduced |
| West Branch Capital LLC | 1,714 | $17.2K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 1,712 | $17.1K | 0.00% | +1,712 | New |
| Smithfield Trust Co | 1,727 | $17.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,663 | $16.6K | 0.00% | −339−16.9% | Reduced |
| Philadelphia Investment Partners, LLC | 1,662 | $16.6K | 0.01% | +1,662 | New |
| Hilton Head Capital Partners, LLC | 1,647 | $16.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,508 | $15.1K | 0.00% | +42+2.9% | Added |
| CoreCap Advisors, LLC | 1,408 | $14.1K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1,402 | $14.0K | 0.01% | +1,402 | New |
| Costello Asset Management, INC | 1,400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 1,333 | $13.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,453 | $13.3K | 0.00% | −53−3.5% | Reduced |
| Bruce G. Allen Investments, LLC | 1,322 | $13.2K | 0.01% | +466+54.4% | Added |
| First Command Advisory Services, Inc. | 1,303 | $13.0K | 0.00% | +656+101.4% | Added |
| Coston, McIsaac & Partners | 1,372 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,285 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,243 | $12.4K | 0.00% | +1,055+561.2% | Added |
| Deutsche Bank AG | 1,241 | $12.4K | 0.00% | +391+46.0% | Added |
| Independence Bank of Kentucky | 1,230 | $12.3K | 0.00% | −164−11.8% | Reduced |
| Ares Financial Consulting, LLC | 1,213 | $12.1K | 0.01% | +1,213 | New |
| Signature Equity Partners, LLC | 1,200 | $12.0K | 0.01% | +806+204.6% | Added |
| Roble, Belko & Company, Inc | 1,177 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,102 | $11.0K | 0.00% | +102+10.2% | Added |
| Rossby Financial, LCC | 1,104 | $11.0K | 0.00% | +828+300.0% | Added |
| Rosenberg Matthew Hamilton | 1,095 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,097 | $10.3K | 0.00% | −577−34.5% | Reduced |
| SHP Wealth Management | 1,011 | $10.1K | 0.00% | −164−14.0% | Reduced |
| Dunhill Financial, LLC | 1,007 | $10.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $10.0K | 0.00% | −64−6.0% | Reduced |
| Clean Yield Group | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,040 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,017 | $10.0K | 0.00% | +20+2.0% | Added |
| MTM Investment Management, LLC | 989 | $9.90K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 987 | $9.88K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 980 | $9.81K | 0.01% | +980 | New |
| Caldwell Sutter Capital, Inc. | 978 | $9.79K | 0.00% | −31−3.1% | Reduced |
| Evelyn Partners Asset Management Ltd | 971 | $9.72K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 970 | $9.71K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 950 | $9.51K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $9.35K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 927 | $9.28K | 0.00% | +78+9.2% | Added |
| Fairman Group, LLC | 927 | $9.28K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 916 | $9.17K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 910 | $9.11K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 910 | $9.11K | 0.00% | +910 | New |
| Group One Trading, L.P. | 900 | $9.01K | 0.00% | +500+125.0% | Added |
| CX Institutional | 915 | $9.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 890 | $8.91K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 882 | $8.83K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 864 | $8.65K | 0.00% | +75+9.5% | Added |
| Arlington Trust Co LLC | 820 | $8.21K | 0.00% | +420+105.0% | Added |
| Westside Investment Management, Inc. | 818 | $8.12K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 800 | $8.01K | 0.00% | +800 | New |