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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 2,103 | $19.6K | 0.00% | +1,001+90.8% | Added |
| Owl Creek Wealth Partners LLC | 2,230 | $20.8K | 0.01% | −889−28.5% | Reduced |
| Eastern Bank | 2,235 | $20.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,235 | $20.9K | 0.00% | +1,949+681.5% | Added |
| TIAA Wealth Investment Management LLC | 2,238 | $20.9K | 0.00% | +526+30.7% | Added |
| Colonial Trust Co | 2,290 | $21.4K | 0.00% | +346+17.8% | Added |
| Pin Oak Investment Advisors Inc | 2,408 | $22.0K | 0.02% | +27+1.1% | Added |
| Vision Retirement, LLC | 2,426 | $22.6K | 0.01% | +8+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,425 | $23.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 2,483 | $23.2K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,511 | $23.4K | 0.01% | −989−28.3% | Reduced |
| EFG International AG | 2,954 | $27.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,009 | $28.1K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,014 | $28.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3,200 | $29.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,287 | $30.7K | 0.00% | −120−3.5% | Reduced |
| Salomon & Ludwin, LLC | 3,264 | $30.7K | 0.00% | +1,478+82.8% | Added |
| IFP Advisors, Inc | 3,683 | $34.4K | 0.00% | −1,062−22.4% | Reduced |
| Atlantic Union Bankshares Corp | 3,724 | $34.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3,796 | $35.0K | 0.00% | −73−1.9% | Reduced |
| Basecamp Wealth Advisors LLC | 4,079 | $38.1K | 0.01% | −72−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,174 | $38.9K | 0.00% | +1,359+48.3% | Added |
| Spire Wealth Management | 4,358 | $40.7K | 0.00% | +344+8.6% | Added |
| Washington Trust Advisors, Inc. | 4,546 | $42.4K | 0.00% | +391+9.4% | Added |
| FIL Ltd | 4,582 | $42.8K | 0.00% | +41+0.9% | Added |
| Elequin Capital LP | 5,397 | $50.4K | 0.00% | +5,397 | New |
| Mather Group, LLC. | 5,433 | $50.7K | 0.00% | −225−4.0% | Reduced |
| IFG Advisory, LLC | 5,494 | $51.3K | 0.00% | +5,494 | New |
| Pinnacle Bancorp, Inc. | 5,794 | $54.1K | 0.01% | −1,633−22.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,885 | $54.9K | 0.00% | −297−4.8% | Reduced |
| Silver Grove Financial Group, Inc. | 6,003 | $56.0K | 0.03% | +5,746+2,235.8% | Added |
| AdvisorNet Financial, Inc | 6,006 | $56.0K | 0.00% | +35+0.6% | Added |
| Harbour Investments, Inc. | 6,094 | $56.9K | 0.00% | +215+3.7% | Added |
| National Bank of Canada | 6,182 | $57.6K | 0.00% | +151+2.5% | Added |
| Parkside Financial Bank & Trust | 6,233 | $58.2K | 0.00% | +1,055+20.4% | Added |
| Align Financial, LLC | 6,830 | $63.7K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 7,015 | $65.5K | 0.01% | −1,628−18.8% | Reduced |
| Central Trust Co | 7,257 | $67.7K | 0.00% | −639−8.1% | Reduced |
| Golden State Wealth Management, LLC | 7,280 | $67.9K | 0.01% | −2,368−24.5% | Reduced |
| TSFG, LLC | 7,322 | $68.0K | 0.01% | +457+6.7% | Added |
| Assetmark, Inc | 7,586 | $70.8K | 0.00% | +1,094+16.9% | Added |
| Cromwell Holdings LLC | 7,663 | $71.5K | 0.03% | −4,397−36.5% | Reduced |
| Bryn Mawr Trust Co | 8,217 | $76.7K | 0.00% | +650+8.6% | Added |
| McMillan Office, Inc. | 9,055 | $84.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9,114 | $85.0K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,230 | $95.4K | 0.00% | +10,230 | New |
| Stratos Wealth Partners, LTD. | 10,278 | $95.9K | 0.00% | +147+1.5% | Added |
| Aigen Investment Management, LP | 10,318 | $96.3K | 0.03% | +10,318 | New |
| Tower Research Capital LLC (TRC) | 10,324 | $96.3K | 0.00% | +10,209+8,877.4% | Added |
| McAdam, LLC | 10,367 | $96.7K | 0.00% | +18+0.2% | Added |
| National Asset Management, Inc. | 10,400 | $97.0K | 0.01% | +323+3.2% | Added |
| Fiduciary Financial Group, LLC | 10,429 | $97.3K | 0.01% | +10,429 | New |
| Anchyra Partners LLC | 10,539 | $98.3K | 0.02% | +10,539 | New |
| Perigon Wealth Management, LLC | 10,544 | $98.4K | 0.00% | −970−8.4% | Reduced |
| Park Place Capital Corp | 10,562 | $98.5K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,571 | $98.6K | 0.00% | +10,571 | New |
| Resurgent Financial Advisors LLC | 10,622 | $99.1K | 0.03% | +10,622 | New |
| Moors & Cabot, Inc. | 10,693 | $99.8K | 0.00% | −2,066−16.2% | Reduced |
| HSBC Holdings PLC | 10,719 | $100.0K | 0.00% | +10,719 | New |
| Savvy Advisors, Inc. | 10,719 | $100.0K | 0.00% | −2,241−17.3% | Reduced |
| Atala Financial Inc | 10,871 | $101.4K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,926 | $101.9K | 0.01% | −1,078−9.0% | Reduced |
| TCG Advisory Services, LLC | 10,941 | $102.1K | 0.00% | +8+0.1% | Added |
| Legacy Wealth Advisors, LLC | 10,943 | $102.1K | 0.04% | +10,943 | New |
| Aureus Asset Management, LLC | 11,001 | $102.6K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 11,084 | $103.4K | 0.01% | +8+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 11,110 | $103.7K | 0.00% | +11,110 | New |
| Holistic Financial Partners | 11,238 | $104.9K | 0.06% | −1,324−10.5% | Reduced |
| Marotta Asset Management | 11,291 | $106.1K | 0.02% | −339−2.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,732 | $109.5K | 0.00% | +111+1.0% | Added |
| Tepp RIA, LLC | 11,751 | $109.6K | 0.07% | +261+2.3% | Added |
| Evolve Private Wealth, LLC | 11,773 | $109.8K | 0.01% | −5,077−30.1% | Reduced |
| Wallace Capital Management Inc. | 11,836 | $110.4K | 0.01% | −8,375−41.4% | Reduced |
| PCM Encore, LLC | 11,883 | $110.9K | 0.02% | −30−0.3% | Reduced |
| Cornerstone Wealth Management, LLC | 11,904 | $111.1K | 0.00% | −10−0.1% | Reduced |
| Lazard Asset Management LLC | 12,000 | $112.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 12,089 | $112.8K | 0.01% | −3,260−21.2% | Reduced |
| Principal Street Partners, LLC | 12,140 | $113.3K | 0.02% | +12,140 | New |
| Hancock Whitney Corp | 12,259 | $114.4K | 0.00% | −1,146−8.5% | Reduced |
| Kingsview Wealth Management, LLC | 12,302 | $114.8K | 0.00% | +12,302 | New |
| Federation des caisses Desjardins du Quebec | 12,379 | $115.4K | 0.00% | −1,280−9.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,434 | $116.0K | 0.00% | −466−3.6% | Reduced |
| Prospect Financial Group LLC | 12,479 | $116.4K | 0.09% | +1,362+12.3% | Added |
| IHT Wealth Management, LLC | 12,495 | $116.6K | 0.00% | −3,612−22.4% | Reduced |
| Allworth Financial LP | 12,903 | $117.6K | 0.00% | −1,680−11.5% | Reduced |
| Prosperity Consulting Group, LLC | 12,823 | $119.6K | 0.00% | +12,823 | New |
| Umb Bank N A | 12,835 | $119.8K | 0.00% | −412−3.1% | Reduced |
| Gabelli Funds LLC | 13,000 | $121.3K | 0.00% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 12,413 | $121.9K | 0.06% | +20.0% | Added |
| TD Waterhouse Canada Inc. | 13,071 | $122.9K | 0.00% | −1,745−11.8% | Reduced |
| 71 West Capital Partners | 13,380 | $124.8K | 0.00% | +13,380 | New |
| Abel Hall, LLC | 13,405 | $125.1K | 0.02% | +1,467+12.3% | Added |
| Flagship Harbor Advisors, LLC | 13,415 | $125.2K | 0.00% | +71+0.5% | Added |
| Checchi Capital Advisers, LLC | 13,513 | $126.1K | 0.01% | −362−2.6% | Reduced |
| Drucker Wealth 3.0, LLC | 13,520 | $126.1K | 0.02% | −2,642−16.3% | Reduced |
| GTS Securities LLC | 13,807 | $128.8K | 0.00% | −2,369−14.6% | Reduced |
| Susquehanna International Group, LLP | 13,815 | $128.9K | 0.00% | −100,879−88.0% | Reduced |
| Ewa, LLC | 14,110 | $131.6K | 0.02% | −4,057−22.3% | Reduced |
| Greenspring Advisors, LLC | 14,121 | $131.8K | 0.01% | +2,373+20.2% | Added |
| Pure Financial Advisors, Inc. | 14,133 | $131.9K | 0.00% | +14,133 | New |