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 |
|---|---|---|---|---|---|
| R Squared Ltd | 50,307 | $469.4K | 0.25% | +37,834+303.3% | Added |
| Allspring Global Investments Holdings, LLC | 47,788 | $465.0K | 0.00% | +4,074+9.3% | Added |
| Profund Advisors LLC | 49,171 | $458.8K | 0.01% | −1,418−2.8% | Reduced |
| Keystone Financial Planning, Inc. | 49,145 | $458.5K | 0.12% | −3,360−6.4% | Reduced |
| Blair William & Co | 48,903 | $456.3K | 0.00% | −2,566−5.0% | Reduced |
| Cambiar Investors LLC | 48,486 | $452.4K | 0.02% | −2,531−5.0% | Reduced |
| CAPROCK Group, Inc. | 48,140 | $449.2K | 0.01% | +48,140 | New |
| WealthTrust Axiom LLC | 46,927 | $437.8K | 0.10% | −159−0.3% | Reduced |
| Summit Trail Advisors, LLC | 46,539 | $434.2K | 0.01% | +1,481+3.3% | Added |
| AIMZ Investment Advisors, LLC | 46,428 | $433.2K | 0.12% | −5,700−10.9% | Reduced |
| Atomi Financial Group, Inc. | 45,768 | $427.0K | 0.01% | −4,517−9.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 44,137 | $411.8K | 0.08% | +9,254+26.5% | Added |
| Central Pacific Bank - Trust Division | 42,940 | $400.6K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 42,567 | $397.1K | 0.01% | −75,760−64.0% | Reduced |
| LSV Asset Management | 41,800 | $390.0K | 0.00% | +41,800 | New |
| Peapack Gladstone Financial Corp | 40,722 | $380.0K | 0.00% | −98−0.2% | Reduced |
| Bleakley Financial Group, LLC | 40,539 | $378.2K | 0.00% | +10,615+35.5% | Added |
| Insigneo Advisory Services, LLC | 39,604 | $369.5K | 0.01% | +5,923+17.6% | Added |
| Aspen Grove Capital, LLC | 39,180 | $365.6K | 0.05% | +757+2.0% | Added |
| Lido Advisors, LLC | 38,967 | $363.6K | 0.00% | −20,941−35.0% | Reduced |
| Advisors Preferred, LLC | 36,961 | $363.0K | 0.06% | +36,961 | New |
| Simplex Trading, LLC | 38,857 | $362.5K | 0.01% | +29,935+335.5% | Added |
| Mount Yale Investment Advisors, LLC | 38,699 | $361.1K | 0.01% | −1,697−4.2% | Reduced |
| United Capital Financial Advisers, LLC | 38,318 | $357.5K | 0.00% | +596+1.6% | Added |
| SBI Securities Co., Ltd. | 37,625 | $351.0K | 0.01% | +1,147+3.1% | Added |
| Coldstream Capital Management Inc | 37,192 | $347.0K | 0.00% | +7,464+25.1% | Added |
| Auxier Asset Management | 36,442 | $340.0K | 0.05% | −434−1.2% | Reduced |
| Meadowbrook Advisors Group, LLC | 36,003 | $335.9K | 0.18% | +36,003 | New |
| GAMMA Investing LLC | 34,810 | $324.8K | 0.01% | +5,338+18.1% | Added |
| Advisory Services Network, LLC | 34,165 | $318.8K | 0.00% | +2,759+8.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 33,899 | $316.3K | 0.00% | +1,093+3.3% | Added |
| Ballentine Partners, LLC | 33,797 | $315.3K | 0.00% | −9,480−21.9% | Reduced |
| Smartleaf Asset Management LLC | 33,747 | $314.9K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 33,176 | $309.5K | 0.01% | −6,815−17.0% | Reduced |
| Martin Investment Management, LLC | 33,170 | $309.5K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 32,803 | $306.0K | 0.01% | −24,723−43.0% | Reduced |
| OpenArc Corporate Advisory, LLC | 32,099 | $299.5K | 0.00% | +912+2.9% | Added |
| Concurrent Investment Advisors, LLC | 31,866 | $297.3K | 0.00% | +3,971+14.2% | Added |
| Farther Finance Advisors, LLC | 31,409 | $293.1K | 0.00% | +2,104+7.2% | Added |
| King Luther Capital Management Corp | 31,334 | $292.3K | 0.00% | −7,932−20.2% | Reduced |
| Diversified Trust Co | 30,794 | $287.3K | 0.00% | −1,330−4.1% | Reduced |
| Arlington Partners LLC | 29,826 | $278.3K | 0.50% | +5,580+23.0% | Added |
| Private Advisor Group, LLC | 29,818 | $278.2K | 0.00% | −189,369−86.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 28,145 | $275.8K | 0.01% | +28,145 | New |
| Simplicity Wealth,LLC | 29,452 | $274.8K | 0.01% | −1,071−3.5% | Reduced |
| MAI Capital Management | 29,413 | $274.4K | 0.00% | +9,731+49.4% | Added |
| Defined Wealth Management, LLC | 29,230 | $272.7K | 0.14% | −41−0.1% | Reduced |
| Lafayette Investments, Inc. | 28,804 | $268.7K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 28,683 | $267.6K | 0.00% | +43+0.2% | Added |
| Baird Financial Group, Inc. | 28,551 | $266.4K | 0.00% | +843+3.0% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 28,464 | $265.6K | 0.04% | 00.0% | Unchanged |
| State Street Corp | 28,414 | $265.1K | 0.00% | +8,850+45.2% | Added |
| Magnetar Financial LLC | 28,201 | $263.1K | 0.00% | +28,201 | New |
| Marks Group Wealth Management, Inc | 28,009 | $261.3K | 0.02% | −2,778−9.0% | Reduced |
| Beacon Pointe Advisors, LLC | 27,933 | $260.6K | 0.00% | −20,566−42.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 27,398 | $255.6K | 0.00% | −13,854−33.6% | Reduced |
| Seed Wealth Management, Inc. | 26,580 | $248.0K | 0.16% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 26,274 | $245.1K | 0.10% | +340+1.3% | Added |
| PDS Planning, Inc | 26,196 | $244.4K | 0.01% | +9,542+57.3% | Added |
| Global Retirement Partners, LLC | 25,690 | $239.7K | 0.00% | +25,690 | New |
| Equitable Holdings, Inc. | 25,321 | $236.2K | 0.00% | +191+0.8% | Added |
| Drive Wealth Management, LLC | 24,972 | $233.0K | 0.04% | −73,541−74.7% | Reduced |
| Brighton Jones LLC | 24,732 | $230.8K | 0.00% | +5,938+31.6% | Added |
| TD Private Client Wealth LLC | 24,576 | $229.3K | 0.00% | +883+3.7% | Added |
| EP Wealth Advisors, LLC | 24,572 | $229.3K | 0.00% | +2,012+8.9% | Added |
| Haverford Trust Co | 24,485 | $228.4K | 0.00% | +31+0.1% | Added |
| Bessemer Group Inc | 24,474 | $228.0K | 0.00% | −1,512−5.8% | Reduced |
| Kestra Advisory Services, LLC | 24,395 | $227.6K | 0.00% | −18,189−42.7% | Reduced |
| Resonant Capital Advisors, LLC | 24,376 | $227.4K | 0.01% | −7,498−23.5% | Reduced |
| Ingalls & Snyder LLC | 23,961 | $224.0K | 0.01% | −228−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 23,801 | $222.1K | 0.01% | −4,308−15.3% | Reduced |
| 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 |
| Highland Capital Management, LLC | 22,545 | $210.3K | 0.01% | +150+0.7% | Added |
| Lighthouse Financial Services Inc | 22,355 | $210.1K | 0.04% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 22,348 | $208.5K | 0.08% | −21,341−48.8% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 22,348 | $208.5K | 0.08% | +22,348 | New |
| Resources Investment Advisors, LLC. | 22,327 | $208.3K | 0.00% | −195−0.9% | Reduced |
| Modern Wealth Management, LLC | 22,115 | $206.3K | 0.00% | +11,918+116.9% | Added |
| Independent Advisor Alliance | 22,091 | $206.1K | 0.00% | −8,282−27.3% | Reduced |
| Thrivent Financial for Lutherans | 21,945 | $205.0K | 0.00% | −1,332−5.7% | Reduced |
| Level Four Advisory Services, LLC | 21,877 | $204.1K | 0.01% | +2,450+12.6% | Added |
| Oppenheimer & Co Inc | 21,314 | $198.9K | 0.00% | −984−4.4% | Reduced |
| Fielder Capital Group LLC | 21,277 | $198.5K | 0.04% | −1,233−5.5% | Reduced |
| Larry Mathis Financial Planning, LLC | 21,184 | $197.6K | 0.15% | +1,400+7.1% | Added |
| Bailard, Inc. | 20,979 | $195.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 20,921 | $195.2K | 0.01% | −2,529−10.8% | Reduced |
| Old National Bancorp | 20,910 | $195.1K | 0.00% | +1,491+7.7% | Added |
| Ariston Services Group | 20,721 | $193.3K | 0.11% | +20,721 | Added |
| Keystone Financial Group | 20,690 | $193.0K | 0.01% | +109+0.5% | Added |
| Apollon Wealth Management, LLC | 20,563 | $191.9K | 0.00% | −708−3.3% | Reduced |
| Rexford Capital Inc | 20,524 | $191.5K | 0.12% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20,447 | $190.8K | 0.00% | −86,458−80.9% | Reduced |
| Acumen Wealth Advisors, LLC | 20,339 | $189.8K | 0.04% | −271,024−93.0% | Reduced |
| Aptus Capital Advisors, LLC | 20,330 | $189.7K | 0.00% | +20,330 | New |
| Commerce Bank | 20,213 | $188.6K | 0.00% | +534+2.7% | Added |
| South Shore Capital Advisors | 20,157 | $188.1K | 0.13% | +16+0.1% | Added |
| Frec Markets, Inc. | 20,035 | $186.9K | 0.02% | +5,232+35.3% | Added |
| Quotient Wealth Partners, LLC | 19,935 | $186.0K | 0.00% | +3,528+21.5% | Added |
| Valeo Financial Advisors, LLC | 19,789 | $184.6K | 0.00% | −2,431−10.9% | Reduced |