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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 10,230 | $95.4K | 0.00% | +10,230 | New |
| Salem Investment Counselors Inc | 9,114 | $85.0K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 9,055 | $84.5K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 8,217 | $76.7K | 0.00% | +650+8.6% | Added |
| Cromwell Holdings LLC | 7,663 | $71.5K | 0.03% | −4,397−36.5% | Reduced |
| Assetmark, Inc | 7,586 | $70.8K | 0.00% | +1,094+16.9% | Added |
| TSFG, LLC | 7,322 | $68.0K | 0.01% | +457+6.7% | Added |
| Golden State Wealth Management, LLC | 7,280 | $67.9K | 0.01% | −2,368−24.5% | Reduced |
| Central Trust Co | 7,257 | $67.7K | 0.00% | −639−8.1% | Reduced |
| Private Trust Co NA | 7,015 | $65.5K | 0.01% | −1,628−18.8% | Reduced |
| Align Financial, LLC | 6,830 | $63.7K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,233 | $58.2K | 0.00% | +1,055+20.4% | Added |
| National Bank of Canada | 6,182 | $57.6K | 0.00% | +151+2.5% | Added |
| Harbour Investments, Inc. | 6,094 | $56.9K | 0.00% | +215+3.7% | Added |
| AdvisorNet Financial, Inc | 6,006 | $56.0K | 0.00% | +35+0.6% | Added |
| Silver Grove Financial Group, Inc. | 6,003 | $56.0K | 0.03% | +5,746+2,235.8% | Added |
| Cullen/Frost Bankers, Inc. | 5,885 | $54.9K | 0.00% | −297−4.8% | Reduced |
| Pinnacle Bancorp, Inc. | 5,794 | $54.1K | 0.01% | −1,633−22.0% | Reduced |
| IFG Advisory, LLC | 5,494 | $51.3K | 0.00% | +5,494 | New |
| Mather Group, LLC. | 5,433 | $50.7K | 0.00% | −225−4.0% | Reduced |
| Elequin Capital LP | 5,397 | $50.4K | 0.00% | +5,397 | New |
| FIL Ltd | 4,582 | $42.8K | 0.00% | +41+0.9% | Added |
| Washington Trust Advisors, Inc. | 4,546 | $42.4K | 0.00% | +391+9.4% | Added |
| Spire Wealth Management | 4,358 | $40.7K | 0.00% | +344+8.6% | Added |
| Transamerica Financial Advisors, Inc. | 4,174 | $38.9K | 0.00% | +1,359+48.3% | Added |
| Basecamp Wealth Advisors LLC | 4,079 | $38.1K | 0.01% | −72−1.7% | Reduced |
| GW&K Investment Management, LLC | 3,796 | $35.0K | 0.00% | −73−1.9% | Reduced |
| Atlantic Union Bankshares Corp | 3,724 | $34.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,683 | $34.4K | 0.00% | −1,062−22.4% | Reduced |
| Salomon & Ludwin, LLC | 3,264 | $30.7K | 0.00% | +1,478+82.8% | Added |
| Rothschild Investment LLC | 3,287 | $30.7K | 0.00% | −120−3.5% | Reduced |
| Trust Co of Toledo NA | 3,200 | $29.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,014 | $28.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,009 | $28.1K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 2,954 | $27.6K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,511 | $23.4K | 0.01% | −989−28.3% | Reduced |
| City State Bank | 2,483 | $23.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,425 | $23.0K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 2,426 | $22.6K | 0.01% | +8+0.3% | Added |
| Pin Oak Investment Advisors Inc | 2,408 | $22.0K | 0.02% | +27+1.1% | Added |
| Colonial Trust Co | 2,290 | $21.4K | 0.00% | +346+17.8% | Added |
| TIAA Wealth Investment Management LLC | 2,238 | $20.9K | 0.00% | +526+30.7% | Added |
| 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 |
| Owl Creek Wealth Partners LLC | 2,230 | $20.8K | 0.01% | −889−28.5% | Reduced |
| Nisa Investment Advisors, LLC | 2,103 | $19.6K | 0.00% | +1,001+90.8% | Added |
| Atlas Capital Advisors LLC | 2,069 | $19.3K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2,049 | $19.1K | 0.00% | +806+64.8% | Added |
| Graney & King, LLC | 2,031 | $18.9K | 0.01% | +28+1.4% | Added |
| Montag A & Associates Inc | 2,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,997 | $18.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,968 | $18.4K | 0.00% | +981+99.4% | Added |
| Institute for Wealth Management, LLC. | 1,944 | $18.1K | 0.00% | +1,944 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1,882 | $17.6K | 0.01% | +480+34.2% | Added |
| Cornerstone Planning Group LLC | 1,704 | $16.8K | 0.00% | +251+17.3% | Added |
| Smithfield Trust Co | 1,727 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,714 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,710 | $16.0K | 0.00% | −2,845−62.5% | Reduced |
| Glen Eagle Advisors, LLC | 1,685 | $15.7K | 0.00% | +400+31.1% | Added |
| Philadelphia Investment Partners, LLC | 1,662 | $15.5K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,611 | $15.0K | 0.00% | +308+23.6% | Added |
| Quaker Wealth Management, LLC | 1,592 | $14.9K | 0.00% | +1,592 | New |
| Hilton Head Capital Partners, LLC | 1,447 | $13.5K | 0.01% | −200−12.1% | Reduced |
| Signature Equity Partners, LLC | 1,416 | $13.2K | 0.01% | +216+18.0% | Added |
| CoreCap Advisors, LLC | 1,408 | $13.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $13.1K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 1,333 | $12.4K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,292 | $12.1K | 0.00% | +1,292 | New |
| Coston, McIsaac & Partners | 1,372 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,267 | $11.8K | 0.01% | −55−4.2% | Reduced |
| True Wealth Design, LLC | 1,239 | $11.6K | 0.00% | +655+112.2% | Added |
| Independence Bank of Kentucky | 1,230 | $11.5K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 1,197 | $11.2K | 0.00% | +1,197 | New |
| North Star Investment Management Corp. | 1,183 | $11.0K | 0.00% | −325−21.6% | Reduced |
| Roble, Belko & Company, Inc | 1,177 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,097 | $10.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,095 | $10.2K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,076 | $10.0K | 0.00% | +792+278.9% | Added |
| 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 |
| Continuum Advisory, LLC | 1,035 | $9.66K | 0.00% | +1,035 | New |
| Financial Consulate, Inc | 1,032 | $9.63K | 0.00% | +168+19.4% | Added |
| Valley National Advisers Inc | 1,017 | $9.49K | 0.00% | 00.0% | Unchanged |
| Altrinsic Global Advisors LLC | 1,007 | $9.39K | 0.00% | +1,007 | New |
| 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 |
| MV Capital Management, Inc. | 992 | $9.26K | 0.00% | +65+7.0% | Added |
| MTM Investment Management, LLC | 989 | $9.23K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 980 | $9.14K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 971 | $9.06K | 0.00% | +971 | New |
| Caldwell Sutter Capital, Inc. | 968 | $9.03K | 0.00% | −10−1.0% | Reduced |
| Ares Financial Consulting, LLC | 960 | $8.96K | 0.01% | −253−20.9% | Reduced |
| 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 |
| ZRC Wealth Management, LLC | 924 | $8.62K | 0.00% | +924 | New |
| Wolff Wiese Magana LLC | 916 | $8.55K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 913 | $8.52K | 0.00% | −98−9.7% | Reduced |
| CNB Bank | 910 | $8.49K | 0.00% | 00.0% | Unchanged |