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, Q2 2026
Institutional positions in Haleon plc as of Jun 30, 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
- 647
- +31 vs. Q1 2026
- Shares held
- 591.2M
- +23.5M (+4.1%) vs. Q1 2026
- Total value
- $5.52B
- −$161.6M (−2.8%) vs. Q1 2026
- New holders
- 88
- 214 more added
- Sold out
- 57
- 215 more reduced
11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Haleon plc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Wealth Solutions LLC | 385 | $3.59K | 0.00% | −8−2.0% | Reduced |
| Anchor Investment Management, LLC | 400 | $3.73K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 400 | $3.73K | 0.00% | +400 | New |
| Huntington National Bank | 422 | $3.94K | 0.00% | −5,210−92.5% | Reduced |
| GHP Investment Advisors, Inc. | 441 | $4.12K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 445 | $4.15K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 443 | $4.16K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 450 | $4.20K | 0.00% | −213−32.1% | Reduced |
| Farmers & Merchants Investments Inc | 458 | $4.27K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 460 | $4.29K | 0.00% | +350+318.2% | Added |
| Brown, Lisle/Cummings, Inc. | 471 | $4.39K | 0.00% | +78+19.8% | Added |
| MCF Advisors LLC | 480 | $4.48K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 500 | $4.67K | 0.00% | +500 | New |
| Colonial Trust Advisors | 519 | $4.84K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 536 | $5.00K | 0.00% | −51−8.7% | Reduced |
| Armstrong Advisory Group, Inc | 962 | $5.00K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 540 | $5.04K | 0.00% | +40+8.0% | Added |
| Bell Investment Advisors, Inc | 550 | $5.13K | 0.00% | −110−16.7% | Reduced |
| Motco | 569 | $5.31K | 0.00% | +161+39.5% | Added |
| UMA Financial Services, Inc. | 590 | $5.50K | 0.00% | −48−7.5% | Reduced |
| Millstone Evans Group, LLC | 592 | $5.52K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 597 | $5.57K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 619 | $5.78K | 0.00% | +619 | New |
| Financial Perspectives, Inc | 628 | $5.86K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 636 | $5.93K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 650 | $6.07K | 0.00% | +650 | New |
| Sittner & Nelson, LLC | 681 | $6.35K | 0.00% | −100−12.8% | Reduced |
| Piscataqua Savings Bank | 682 | $6.36K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 695 | $6.49K | 0.00% | +439+171.5% | Added |
| Toth Financial Advisory Corp | 705 | $6.58K | 0.00% | −68−8.8% | Reduced |
| Geneos Wealth Management Inc. | 713 | $6.66K | 0.00% | +8+1.1% | Added |
| DT Investment Partners, LLC | 730 | $6.81K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 738 | $6.89K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 750 | $7.00K | 0.00% | +750 | New |
| VSM Wealth Advisory, LLC | 800 | $7.46K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 818 | $7.63K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 820 | $7.65K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 850 | $7.93K | 0.00% | −391−31.5% | Reduced |
| JFS Wealth Advisors, LLC | 858 | $8.00K | 0.00% | −1,537−64.2% | Reduced |
| NBC Securities, Inc. | 882 | $8.23K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 883 | $8.24K | 0.00% | −2,735−75.6% | Reduced |
| Rossby Financial, LCC | 885 | $8.26K | 0.00% | −219−19.8% | Reduced |
| Zions Bancorporation, National Association | 898 | $8.38K | 0.00% | −72−7.4% | Reduced |
| Markowski Investments | 905 | $8.44K | 0.00% | +905 | New |
| CNB Bank | 910 | $8.49K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 910 | $8.49K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 910 | $8.49K | 0.00% | +910 | New |
| SHP Wealth Management | 913 | $8.52K | 0.00% | −98−9.7% | Reduced |
| Wolff Wiese Magana LLC | 916 | $8.55K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 924 | $8.62K | 0.00% | +924 | New |
| Princeton Global Asset Management LLC | 950 | $8.86K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $8.86K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 960 | $8.96K | 0.01% | −253−20.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 968 | $9.03K | 0.00% | −10−1.0% | Reduced |
| Evelyn Partners Group Ltd | 971 | $9.06K | 0.00% | +971 | New |
| PlanVest Financial, Inc | 980 | $9.14K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 989 | $9.23K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 992 | $9.26K | 0.00% | +65+7.0% | Added |
| Clean Yield Group | 1,000 | $9.33K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $9.33K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,000 | $9.33K | 0.00% | +1,000 | New |
| Guardian Partners Inc. | 1,000 | $9.33K | 0.00% | +1,000 | New |
| Altrinsic Global Advisors LLC | 1,007 | $9.39K | 0.00% | +1,007 | New |
| Valley National Advisers Inc | 1,017 | $9.49K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,032 | $9.63K | 0.00% | +168+19.4% | Added |
| Continuum Advisory, LLC | 1,035 | $9.66K | 0.00% | +1,035 | New |
| Hanson & Doremus Investment Management | 1,042 | $10.0K | 0.00% | +2+0.2% | Added |
| CX Institutional | 1,040 | $10.0K | 0.00% | +125+13.7% | Added |
| IMA Wealth, Inc. | 1,076 | $10.0K | 0.00% | +792+278.9% | Added |
| Rosenberg Matthew Hamilton | 1,095 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,097 | $10.2K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,177 | $11.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,183 | $11.0K | 0.00% | −325−21.6% | Reduced |
| Action Point Financial Planning, LLC | 1,197 | $11.2K | 0.00% | +1,197 | New |
| Independence Bank of Kentucky | 1,230 | $11.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,239 | $11.6K | 0.00% | +655+112.2% | Added |
| Bruce G. Allen Investments, LLC | 1,267 | $11.8K | 0.01% | −55−4.2% | Reduced |
| Coston, McIsaac & Partners | 1,372 | $12.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,292 | $12.1K | 0.00% | +1,292 | New |
| Union Savings Bank | 1,333 | $12.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $13.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,408 | $13.1K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,416 | $13.2K | 0.01% | +216+18.0% | Added |
| Hilton Head Capital Partners, LLC | 1,447 | $13.5K | 0.01% | −200−12.1% | Reduced |
| Quaker Wealth Management, LLC | 1,592 | $14.9K | 0.00% | +1,592 | New |
| First Command Advisory Services, Inc. | 1,611 | $15.0K | 0.00% | +308+23.6% | Added |
| Philadelphia Investment Partners, LLC | 1,662 | $15.5K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,685 | $15.7K | 0.00% | +400+31.1% | Added |
| Ancora Advisors, LLC | 1,710 | $16.0K | 0.00% | −2,845−62.5% | Reduced |
| West Branch Capital LLC | 1,714 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,727 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,704 | $16.8K | 0.00% | +251+17.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,882 | $17.6K | 0.01% | +480+34.2% | Added |
| Institute for Wealth Management, LLC. | 1,944 | $18.1K | 0.00% | +1,944 | New |
| Creative Financial Designs Inc | 1,968 | $18.4K | 0.00% | +981+99.4% | Added |
| Measured Wealth Private Client Group, LLC | 1,997 | $18.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 2,031 | $18.9K | 0.01% | +28+1.4% | Added |
| Bare Financial Services, Inc | 2,049 | $19.1K | 0.00% | +806+64.8% | Added |
| Atlas Capital Advisors LLC | 2,069 | $19.3K | 0.00% | 00.0% | Unchanged |