# HALEON PLC (HLN)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HLN/

- Reporting holders: 24
- Reported value: $62.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $58.9M | 6,546,637 | 0.8% | 17 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $731.2K | 81,243 | 0.1% | 17 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $613.4K | 68,159 | 0.1% | 13 |
| [Keystone Financial Planning, Inc.](https://holderbook.com/funds/1596906-keystone-financial-planning-inc/) | $439.6K | 48,842 | 0.1% | 17 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $382.1K | 42,460 | 0.0% | 11 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $344.0K | 38,217 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $310.2K | 34,472 | 0.0% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $229.3K | 25,481 | 0.0% | 9 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $164.4K | 18,267 | 0.0% | 17 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $98.7K | 10,964 | 0.0% | 15 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $19.8K | 2,200 | 0.0% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $13.8K | 1,538 | 0.0% | 9 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $11.6K | 1,285 | 0.0% | 9 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $9.8K | 1,094 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $8.3K | 924 | 0.0% | 2 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $8.0K | 884 | 0.0% | 17 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $7.2K | 800 | 0.0% | 16 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $4.9K | 962 | 0.0% | 16 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $2.8K | 309 | 0.0% | 5 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $2.5K | 283 | 0.0% | 11 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $1.8K | 200 | 0.0% | 1 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $1.5K | 163 | 0.0% | 10 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.1K | 124 | 0.0% | 2 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $333 | 37 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $9 | 1,040 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 24 | $62.3M |
| Q2 2026 | 648 | $5.6B |
| Q1 2026 | 624 | $5.7B |
| Q4 2025 | 608 | $5.7B |
| Q3 2025 | 601 | $5.0B |
| Q2 2025 | 628 | $6.0B |
| Q1 2025 | 601 | $5.9B |
| Q4 2024 | 611 | $7.0B |
| Q3 2024 | 589 | $5.5B |
| Q2 2024 | 580 | $4.3B |
| Q1 2024 | 597 | $4.4B |
| Q4 2023 | 589 | $3.3B |