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 |
|---|---|---|---|---|---|
| Napier Financial, LLC | 910 | $8.49K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 910 | $8.49K | 0.00% | +910 | New |
| Markowski Investments | 905 | $8.44K | 0.00% | +905 | New |
| Zions Bancorporation, National Association | 898 | $8.38K | 0.00% | −72−7.4% | Reduced |
| Rossby Financial, LCC | 885 | $8.26K | 0.00% | −219−19.8% | Reduced |
| Addison Advisors LLC | 883 | $8.24K | 0.00% | −2,735−75.6% | Reduced |
| NBC Securities, Inc. | 882 | $8.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 858 | $8.00K | 0.00% | −1,537−64.2% | Reduced |
| Deutsche Bank AG | 850 | $7.93K | 0.00% | −391−31.5% | Reduced |
| Arlington Trust Co LLC | 820 | $7.65K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 818 | $7.63K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 800 | $7.46K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 750 | $7.00K | 0.00% | +750 | New |
| Vanguard National Trust Co | 738 | $6.89K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 730 | $6.81K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 713 | $6.66K | 0.00% | +8+1.1% | Added |
| Toth Financial Advisory Corp | 705 | $6.58K | 0.00% | −68−8.8% | Reduced |
| Asset Dedication, LLC | 695 | $6.49K | 0.00% | +439+171.5% | Added |
| Piscataqua Savings Bank | 682 | $6.36K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 681 | $6.35K | 0.00% | −100−12.8% | Reduced |
| Cape Investment Advisory, Inc. | 650 | $6.07K | 0.00% | +650 | New |
| Cranbrook Wealth Management, LLC | 636 | $5.93K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 628 | $5.86K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 619 | $5.78K | 0.00% | +619 | New |
| MidFirst Bank | 597 | $5.57K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 592 | $5.52K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 590 | $5.50K | 0.00% | −48−7.5% | Reduced |
| Motco | 569 | $5.31K | 0.00% | +161+39.5% | Added |
| Bell Investment Advisors, Inc | 550 | $5.13K | 0.00% | −110−16.7% | Reduced |
| Southern Michigan Bank & Trust | 540 | $5.04K | 0.00% | +40+8.0% | Added |
| Armstrong Advisory Group, Inc | 962 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 536 | $5.00K | 0.00% | −51−8.7% | Reduced |
| Colonial Trust Advisors | 519 | $4.84K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 500 | $4.67K | 0.00% | +500 | New |
| MCF Advisors LLC | 480 | $4.48K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 471 | $4.39K | 0.00% | +78+19.8% | Added |
| Medallion Wealth Advisors, LLC | 460 | $4.29K | 0.00% | +350+318.2% | Added |
| Farmers & Merchants Investments Inc | 458 | $4.27K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 450 | $4.20K | 0.00% | −213−32.1% | Reduced |
| Community Financial Services Group, LLC | 443 | $4.16K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 445 | $4.15K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 441 | $4.12K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 422 | $3.94K | 0.00% | −5,210−92.5% | Reduced |
| Anchor Investment Management, LLC | 400 | $3.73K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 400 | $3.73K | 0.00% | +400 | New |
| Retirement Wealth Solutions LLC | 385 | $3.59K | 0.00% | −8−2.0% | Reduced |
| Broadwater Capital Management LLC | 375 | $3.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 373 | $3.48K | 0.00% | +51+15.8% | Added |
| Archer Investment Corp | 370 | $3.45K | 0.00% | −520−58.4% | Reduced |
| Raffa Wealth Management, LLC | 368 | $3.43K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 359 | $3.35K | 0.00% | +359 | New |
| Birchwood Financial Partners, Inc. | 355 | $3.31K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 348 | $3.25K | 0.00% | −203−36.8% | Reduced |
| Webster Bank, N. A. | 348 | $3.25K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 316 | $2.95K | 0.00% | −1−0.3% | Reduced |
| Trust Co | 308 | $2.87K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 300 | $2.80K | 0.00% | −2,110−87.6% | Reduced |
| WealthCollab, LLC | 300 | $2.80K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $2.80K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $2.80K | 0.00% | +300 | New |
| Synergy Investment Management, LLC | 267 | $2.75K | 0.00% | +267 | New |
| CGC Financial Services, LLC | 293 | $2.73K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 291 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 283 | $2.66K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 282 | $2.63K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 280 | $2.61K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 275 | $2.57K | 0.00% | +49+21.7% | Added |
| Kilter Group LLC | 271 | $2.53K | 0.00% | +178+191.4% | Added |
| First Pacific Financial | 263 | $2.45K | 0.00% | +59+28.9% | Added |
| N.E.W. Advisory Services LLC | 257 | $2.40K | 0.00% | +257 | New |
| Private Wealth Asset Management, LLC | 230 | $2.15K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 229 | $2.14K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 219 | $2.04K | 0.00% | +163+291.1% | Added |
| Union Bancaire Privee, UBP SA | 250 | $2.04K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 253 | $2.00K | 0.00% | +4+1.6% | Added |
| Navigoe, LLC | 233 | $2.00K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 211 | $1.97K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 210 | $1.96K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 208 | $1.94K | 0.00% | −105−33.5% | Reduced |
| Godfrey Financial Associates, Inc. | 207 | $1.93K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 207 | $1.93K | 0.00% | −139−40.2% | Reduced |
| Oakmont Advisory Group, LLC | 205 | $1.91K | 0.00% | +205 | New |
| SOA Wealth Advisors, LLC. | 200 | $1.87K | 0.00% | −65−24.5% | Reduced |
| Harbor Asset Planning, Inc. | 200 | $1.87K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 200 | $1.87K | 0.00% | +200 | New |
| Chesapeake Asset Management LLC | 190 | $1.77K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 172 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 163 | $1.52K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 161 | $1.50K | 0.00% | +161 | New |
| Cassaday & Co Wealth Management LLC | 156 | $1.46K | 0.00% | −258−62.3% | Reduced |
| Burk Holdings LLC | 155 | $1.45K | 0.00% | −120−43.6% | Reduced |
| Wall Street Access Asset Management, LLC | 148 | $1.38K | 0.00% | +74+100.0% | Added |
| Hollencrest Capital Management | 147 | $1.37K | 0.00% | −3,819−96.3% | Reduced |
| Whipplewood Advisors, LLC | 147 | $1.37K | 0.00% | −429−74.5% | Reduced |
| Financial Network Wealth Advisors LLC | 146 | $1.36K | 0.00% | +66+82.5% | Added |
| Pacific Center for Financial Services | 144 | $1.34K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 142 | $1.33K | 0.00% | +2+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 126 | $1.18K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 125 | $1.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 114 | $1.06K | 0.00% | −111−49.3% | Reduced |