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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 781 | $7.82K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 773 | $7.74K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 738 | $7.39K | 0.00% | +738 | New |
| DT Investment Partners, LLC | 730 | $7.31K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 705 | $7.05K | 0.00% | −334−32.1% | Reduced |
| Financial Connections Group, Inc. | 741 | $7.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 682 | $6.83K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 663 | $6.64K | 0.00% | +324+95.6% | Added |
| Bell Investment Advisors, Inc | 660 | $6.61K | 0.00% | +334+102.5% | Added |
| UMA Financial Services, Inc. | 638 | $6.39K | 0.00% | +45+7.6% | Added |
| Cranbrook Wealth Management, LLC | 636 | $6.37K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 628 | $6.28K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 597 | $5.98K | 0.00% | −10,462−94.6% | Reduced |
| Millstone Evans Group, LLC | 592 | $5.93K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 587 | $5.88K | 0.00% | +26+4.6% | Added |
| True Wealth Design, LLC | 584 | $5.85K | 0.00% | −126−17.7% | Reduced |
| Whipplewood Advisors, LLC | 576 | $5.77K | 0.00% | +576 | New |
| St Germain D J Co Inc | 551 | $5.52K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 962 | $5.38K | 0.00% | −700−42.1% | Reduced |
| RWM Asset Management, LLC | 521 | $5.21K | 0.00% | +521 | New |
| Colonial Trust Advisors | 519 | $5.20K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 500 | $5.00K | 0.00% | +500 | New |
| MCF Advisors LLC | 480 | $4.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 458 | $4.58K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 445 | $4.45K | 0.00% | −372,812−99.9% | Reduced |
| Community Financial Services Group, LLC | 443 | $4.42K | 0.00% | +443 | New |
| GHP Investment Advisors, Inc. | 441 | $4.42K | 0.00% | +66+17.6% | Added |
| Cassaday & Co Wealth Management LLC | 414 | $4.14K | 0.00% | +414 | New |
| Motco | 408 | $4.08K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 404 | $4.04K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 393 | $3.93K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 393 | $3.93K | 0.00% | +225+133.9% | Added |
| Broadwater Capital Management LLC | 375 | $3.79K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 377 | $3.77K | 0.00% | +377 | New |
| Sunbelt Securities, Inc. | 375 | $3.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 368 | $3.68K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 355 | $3.55K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 348 | $3.48K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 346 | $3.46K | 0.00% | +48+16.1% | Added |
| Innovative Asset Advisors Group, LLC | 330 | $3.30K | 0.00% | +330 | New |
| Cornerstone Financial Management LLC | 322 | $3.22K | 0.00% | +49+17.9% | Added |
| Quest 10 Wealth Builders, Inc. | 317 | $3.18K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 313 | $3.13K | 0.00% | +99+46.3% | Added |
| Trust Co | 308 | $3.08K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 293 | $2.93K | 0.00% | +1+0.3% | Added |
| Truvestments Capital LLC | 291 | $2.91K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 286 | $2.86K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 284 | $2.84K | 0.00% | −12−4.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 282 | $2.82K | 0.00% | −39−12.1% | Reduced |
| Bullock Wealth Management Group | 283 | $2.82K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 280 | $2.80K | 0.00% | +280 | New |
| Burk Holdings LLC | 275 | $2.75K | 0.00% | +275 | New |
| SOA Wealth Advisors, LLC. | 265 | $2.65K | 0.00% | −1,070−80.1% | Reduced |
| Abound Wealth Management | 262 | $2.62K | 0.00% | +236+907.7% | Added |
| Silver Grove Financial Group, Inc. | 257 | $2.57K | 0.00% | +257 | New |
| Asset Dedication, LLC | 256 | $2.56K | 0.00% | −100−28.1% | Reduced |
| Scarborough Advisors, LLC | 251 | $2.51K | 0.00% | +251 | New |
| Caitong International Asset Management Co., Ltd | 237 | $2.37K | 0.00% | −3,960−94.4% | Reduced |
| Private Wealth Asset Management, LLC | 230 | $2.30K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 229 | $2.29K | 0.00% | +229 | New |
| CVA Family Office, LLC | 225 | $2.25K | 0.00% | +100+80.0% | Added |
| Raleigh Capital Management Inc. | 224 | $2.24K | 0.00% | +224 | New |
| Union Bancaire Privee, UBP SA | 250 | $2.18K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 211 | $2.11K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 210 | $2.10K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 207 | $2.07K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 204 | $2.04K | 0.00% | +204 | New |
| Mosley Wealth Management | 226 | $2.03K | 0.00% | +226 | New |
| Harbor Asset Planning, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 233 | $2.00K | 0.00% | −1,233−84.1% | Reduced |
| Capital Analysts, LLC | 249 | $2.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 190 | $1.90K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 177 | $1.77K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 175 | $1.75K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 172 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 163 | $1.63K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 144 | $1.44K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 140 | $1.41K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 125 | $1.29K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 126 | $1.26K | 0.00% | −59−31.9% | Reduced |
| Heritage Wealth Advisors | 123 | $1.23K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 122 | $1.22K | 0.00% | +122 | New |
| Tower Research Capital LLC (TRC) | 115 | $1.15K | 0.00% | −60,553−99.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 111 | $1.11K | 0.00% | −400−78.3% | Reduced |
| Medallion Wealth Advisors, LLC | 110 | $1.10K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 100 | $968 | 0.00% | 00.0% | Unchanged |