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 |
|---|---|---|---|---|---|
| Altar Rock LLC | 14,175 | $132.3K | 0.19% | +14,175 | New |
| Mission Wealth Management, LP | 14,194 | $132.4K | 0.00% | +14,194 | New |
| Wrapmanager Inc | 14,273 | $133.2K | 0.04% | +14,273 | New |
| VestGen Advisors, LLC | 14,298 | $133.4K | 0.00% | +3,550+33.0% | Added |
| Sagespring Wealth Partners, LLC | 14,537 | $135.6K | 0.00% | −385−2.6% | Reduced |
| Miracle Mile Advisors, LLC | 14,560 | $135.8K | 0.00% | +1,578+12.2% | Added |
| Pitcairn Wealth Advisors LLC | 14,615 | $136.4K | 0.01% | +276+1.9% | Added |
| Allen Capital Group, LLC | 14,712 | $137.3K | 0.01% | +1,084+8.0% | Added |
| Cardiff Park Advisors, LLC | 14,725 | $137.4K | 0.01% | −160−1.1% | Reduced |
| D.A. Davidson & Co. | 15,132 | $141.2K | 0.00% | −3,468−18.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 15,339 | $143.0K | 0.03% | +15,339 | New |
| Sage Rhino Capital LLC | 15,549 | $145.1K | 0.02% | −815−5.0% | Reduced |
| Seeds Investor LLC | 15,583 | $145.4K | 0.01% | −1,326−7.8% | Reduced |
| First National Bank of Omaha | 15,598 | $145.5K | 0.00% | +1,271+8.9% | Added |
| Hilltop National Bank | 15,672 | $146.2K | 0.03% | +1,771+12.7% | Added |
| Choate Investment Advisors | 15,821 | $147.6K | 0.00% | −1,195−7.0% | Reduced |
| AlphaCore Capital LLC | 16,025 | $149.5K | 0.00% | +4,369+37.5% | Added |
| Portside Wealth Group, LLC | 16,047 | $149.7K | 0.02% | +16,047 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 16,194 | $151.1K | 0.00% | +3,121+23.9% | Added |
| Brown Brothers Harriman & Co | 16,242 | $151.5K | 0.00% | +1,010+6.6% | Added |
| AE Wealth Management LLC | 16,380 | $152.8K | 0.00% | −833−4.8% | Reduced |
| Personal Cfo Solutions, LLC | 16,434 | $153.3K | 0.02% | +761+4.9% | Added |
| Larson Financial Group LLC | 16,496 | $153.9K | 0.00% | +4,272+34.9% | Added |
| J.W. Cole Advisors, Inc. | 16,668 | $155.5K | 0.00% | +16,668 | New |
| Parallel Advisors, LLC | 16,900 | $157.7K | 0.00% | −13,372−44.2% | Reduced |
| Versant Capital Management, Inc | 16,968 | $158.3K | 0.01% | −16,100−48.7% | Reduced |
| Keel Point, LLC | 16,985 | $158.5K | 0.01% | +16,985 | New |
| Kathmere Capital Management, LLC | 17,050 | $159.1K | 0.01% | −17,850−51.1% | Reduced |
| Yoffe Investment Management, LLC | 17,073 | $159.3K | 0.18% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 19,888 | $159.5K | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 17,170 | $160.2K | 0.00% | +5,636+48.9% | Added |
| Riverbridge Partners LLC | 17,477 | $163.1K | 0.00% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 17,592 | $164.1K | 0.02% | +17,592 | New |
| Capital Investment Advisory Services, LLC | 17,603 | $164.2K | 0.01% | +17,603 | New |
| Dimension Capital Management LLC | 17,698 | $165.1K | 0.02% | +2,165+13.9% | Added |
| Snowden Capital Advisors LLC | 17,835 | $166.4K | 0.00% | +342+2.0% | Added |
| MQS Management LLC | 18,222 | $170.0K | 0.21% | +18,222 | New |
| West Family Investments, Inc. | 18,226 | $170.0K | 0.05% | +4,966+37.5% | Added |
| Triad Wealth Partners, LLC | 17,425 | $170.8K | 0.01% | +17,425 | New |
| PFG Investments, LLC | 18,560 | $173.2K | 0.01% | +86+0.5% | Added |
| Ritholtz Wealth Management | 18,611 | $173.6K | 0.00% | −78,458−80.8% | Reduced |
| Ameritas Advisory Services, LLC | 18,641 | $173.9K | 0.00% | +2,573+16.0% | Added |
| Invesco Ltd. | 18,708 | $174.5K | 0.00% | +825+4.6% | Added |
| May Hill Capital, LLC | 18,772 | $175.1K | 0.04% | −5,603−23.0% | Reduced |
| Aviso Financial Inc. | 18,985 | $177.1K | 0.01% | +10,515+124.1% | Added |
| New Republic Capital, LLC | 19,296 | $180.0K | 0.04% | +342+1.8% | Added |
| Valeo Financial Advisors, LLC | 19,789 | $184.6K | 0.00% | −2,431−10.9% | Reduced |
| Quotient Wealth Partners, LLC | 19,935 | $186.0K | 0.00% | +3,528+21.5% | Added |
| Frec Markets, Inc. | 20,035 | $186.9K | 0.02% | +5,232+35.3% | Added |
| South Shore Capital Advisors | 20,157 | $188.1K | 0.13% | +16+0.1% | Added |
| Commerce Bank | 20,213 | $188.6K | 0.00% | +534+2.7% | Added |
| Aptus Capital Advisors, LLC | 20,330 | $189.7K | 0.00% | +20,330 | New |
| Acumen Wealth Advisors, LLC | 20,339 | $189.8K | 0.04% | −271,024−93.0% | Reduced |
| Clearstead Advisors, LLC | 20,447 | $190.8K | 0.00% | −86,458−80.9% | Reduced |
| Rexford Capital Inc | 20,524 | $191.5K | 0.12% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 20,563 | $191.9K | 0.00% | −708−3.3% | Reduced |
| Keystone Financial Group | 20,690 | $193.0K | 0.01% | +109+0.5% | Added |
| Ariston Services Group | 20,721 | $193.3K | 0.11% | +20,721 | Added |
| Old National Bancorp | 20,910 | $195.1K | 0.00% | +1,491+7.7% | Added |
| First Horizon Corp | 20,921 | $195.2K | 0.01% | −2,529−10.8% | Reduced |
| Bailard, Inc. | 20,979 | $195.7K | 0.00% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 21,184 | $197.6K | 0.15% | +1,400+7.1% | Added |
| Fielder Capital Group LLC | 21,277 | $198.5K | 0.04% | −1,233−5.5% | Reduced |
| Oppenheimer & Co Inc | 21,314 | $198.9K | 0.00% | −984−4.4% | Reduced |
| Level Four Advisory Services, LLC | 21,877 | $204.1K | 0.01% | +2,450+12.6% | Added |
| Thrivent Financial for Lutherans | 21,945 | $205.0K | 0.00% | −1,332−5.7% | Reduced |
| Independent Advisor Alliance | 22,091 | $206.1K | 0.00% | −8,282−27.3% | Reduced |
| Modern Wealth Management, LLC | 22,115 | $206.3K | 0.00% | +11,918+116.9% | Added |
| Resources Investment Advisors, LLC. | 22,327 | $208.3K | 0.00% | −195−0.9% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 22,348 | $208.5K | 0.08% | +22,348 | New |
| Heritage Family Offices, LLP | 22,348 | $208.5K | 0.08% | −21,341−48.8% | Reduced |
| Lighthouse Financial Services Inc | 22,355 | $210.1K | 0.04% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 22,545 | $210.3K | 0.01% | +150+0.7% | Added |
| Diversify Wealth Management, LLC | 22,312 | $221.8K | 0.00% | +6,221+38.7% | Added |
| Diversify Advisory Services, LLC | 22,312 | $221.8K | 0.00% | +22,312 | New |
| Dorsey & Whitney Trust CO LLC | 23,801 | $222.1K | 0.01% | −4,308−15.3% | Reduced |
| Ingalls & Snyder LLC | 23,961 | $224.0K | 0.01% | −228−0.9% | Reduced |
| Resonant Capital Advisors, LLC | 24,376 | $227.4K | 0.01% | −7,498−23.5% | Reduced |
| Kestra Advisory Services, LLC | 24,395 | $227.6K | 0.00% | −18,189−42.7% | Reduced |
| Bessemer Group Inc | 24,474 | $228.0K | 0.00% | −1,512−5.8% | Reduced |
| Haverford Trust Co | 24,485 | $228.4K | 0.00% | +31+0.1% | Added |
| EP Wealth Advisors, LLC | 24,572 | $229.3K | 0.00% | +2,012+8.9% | Added |
| TD Private Client Wealth LLC | 24,576 | $229.3K | 0.00% | +883+3.7% | Added |
| Brighton Jones LLC | 24,732 | $230.8K | 0.00% | +5,938+31.6% | Added |
| Drive Wealth Management, LLC | 24,972 | $233.0K | 0.04% | −73,541−74.7% | Reduced |
| Equitable Holdings, Inc. | 25,321 | $236.2K | 0.00% | +191+0.8% | Added |
| Global Retirement Partners, LLC | 25,690 | $239.7K | 0.00% | +25,690 | New |
| PDS Planning, Inc | 26,196 | $244.4K | 0.01% | +9,542+57.3% | Added |
| MN Wealth Advisors, LLC | 26,274 | $245.1K | 0.10% | +340+1.3% | Added |
| Seed Wealth Management, Inc. | 26,580 | $248.0K | 0.16% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 27,398 | $255.6K | 0.00% | −13,854−33.6% | Reduced |
| Beacon Pointe Advisors, LLC | 27,933 | $260.6K | 0.00% | −20,566−42.4% | Reduced |
| Marks Group Wealth Management, Inc | 28,009 | $261.3K | 0.02% | −2,778−9.0% | Reduced |
| Magnetar Financial LLC | 28,201 | $263.1K | 0.00% | +28,201 | New |
| State Street Corp | 28,414 | $265.1K | 0.00% | +8,850+45.2% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 28,464 | $265.6K | 0.04% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 28,551 | $266.4K | 0.00% | +843+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 28,683 | $267.6K | 0.00% | +43+0.2% | Added |
| Lafayette Investments, Inc. | 28,804 | $268.7K | 0.05% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 29,230 | $272.7K | 0.14% | −41−0.1% | Reduced |