HLN Haleon plc
Haleon plc (HLN) Institutional Ownership
What the institutions did with HLN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Mondrian Investment Partners LTD | 17.6M | 57.8% |
| Douglas Lane & Associates, LLC | 6.5M | 21.5% |
| Crossmark Global Holdings, Inc. | 690.3K | 2.3% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 634.4K | 2.1% |
| ABC ARBITRAGE SA | 599.9K | 2.0% |
| CIDEL ASSET MANAGEMENT INC | 413.8K | 1.4% |
| FOUNDERS FINANCIAL SECURITIES LLC | 281.6K | 0.9% |
| DAVENPORT & Co LLC | 239.0K | 0.8% |
| Atria Investments, Inc | 199.2K | 0.7% |
| CHOREO, LLC | 183.5K | 0.6% |
| Archford Capital Strategies, LLC | 117.5K | 0.4% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 108.4K | 0.4% |
| PARK AVENUE SECURITIES LLC | 104.4K | 0.3% |
| Blue Trust, Inc. | 104.3K | 0.3% |
| SIGNATUREFD, LLC | 90.7K | 0.3% |
| Sterling Capital Management LLC | 88.0K | 0.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 85.5K | 0.3% |
| Euro Pacific Asset Management, LLC | 85.4K | 0.3% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 84.0K | 0.3% |
| Cohen Klingenstein LLC | 81.6K | 0.3% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 81.2K | 0.3% |
| Vise Technologies, Inc. | 79.3K | 0.3% |
| AXXCESS WEALTH MANAGEMENT, LLC | 74.2K | 0.2% |
| Robertson Stephens Wealth Management, LLC | 73.5K | 0.2% |
| Legacy Wealth Asset Management, LLC | 68.2K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Mondrian Investment Partners LTD | New | 0 | 17.6M | +17.6M |
| ABC ARBITRAGE SA | Reduced | 1.1M | 599.9K | -509.4K |
| Douglas Lane & Associates, LLC | Reduced | 6.7M | 6.5M | -145.8K |
| OPPENHEIMER ASSET MANAGEMENT INC. | Increased | 512.0K | 634.4K | +122.4K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Sold Out | 106.3K | 0 | -106.3K |
| HB Wealth Management, LLC | Reduced | 133.2K | 36.8K | -96.4K |
| Crossmark Global Holdings, Inc. | Reduced | 749.2K | 690.3K | -58.9K |
| TD Waterhouse Canada Inc. | Increased | 13.1K | 57.0K | +43.9K |
| SmartHarvest Portfolios, LLC | Reduced | 94.9K | 57.8K | -37.1K |
| SANDERS MORRIS HARRIS LLC | New | 0 | 36.0K | +36.0K |
| Arlington Partners LLC | Sold Out | 29.8K | 0 | -29.8K |
| Vise Technologies, Inc. | Increased | 53.6K | 79.3K | +25.7K |
| Resonant Capital Advisors, LLC | Sold Out | 24.4K | 0 | -24.4K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Increased | 60.2K | 84.0K | +23.8K |
| Pacific Excel Wealth Advisors, Inc. | Sold Out | 22.3K | 0 | -22.3K |
| Apollon Wealth Management, LLC | Increased | 20.6K | 41.3K | +20.7K |
| Atria Investments, Inc | Increased | 178.9K | 199.2K | +20.3K |
| South Shore Capital Advisors | Sold Out | 20.2K | 0 | -20.2K |
| Archford Capital Strategies, LLC | Increased | 98.6K | 117.5K | +18.9K |
| RAHLFS CAPITAL, LLC | New | 0 | 17.9K | +17.9K |
| Tanager Wealth Management LLP | New | 0 | 16.7K | +16.7K |
| Verdence Capital Advisors LLC | New | 0 | 14.4K | +14.4K |
| MISSION WEALTH MANAGEMENT, LP | Sold Out | 14.2K | 0 | -14.2K |
| MGO ONE SEVEN LLC | Reduced | 68.9K | 55.0K | -13.9K |
| Seed Wealth Management, Inc. | Reduced | 26.6K | 12.8K | -13.7K |
| FLAGSHIP HARBOR ADVISORS, LLC | Sold Out | 13.4K | 0 | -13.4K |
| PRESILIUM PRIVATE WEALTH, LLC | New | 0 | 12.5K | +12.5K |
| Ballew Advisors, Inc | Sold Out | 12.4K | 0 | -12.4K |
| EVERGREEN CAPITAL MANAGEMENT LLC | Reduced | 119.9K | 108.4K | -11.5K |
| Cardinal Capital Management | Increased | 50.9K | 62.1K | +11.1K |
| Modera Wealth Management, LLC | Sold Out | 10.6K | 0 | -10.6K |
| Indivisible Partners | New | 0 | 10.2K | +10.2K |
| CIDEL ASSET MANAGEMENT INC | Reduced | 423.2K | 413.8K | -9.5K |
| SALEM INVESTMENT COUNSELORS INC | Sold Out | 9.1K | 0 | -9.1K |
| Tepp RIA, LLC | Increased | 11.8K | 20.3K | +8.5K |
| Versant Capital Management, Inc | Increased | 17.0K | 25.5K | +8.5K |
| PARK AVENUE SECURITIES LLC | Reduced | 111.9K | 104.4K | -7.6K |
| FIRST HORIZON CORP | Reduced | 20.9K | 13.6K | -7.3K |
| ASSETMARK, INC | Increased | 7.6K | 14.4K | +6.8K |
| Concurrent Investment Advisors, LLC | Increased | 31.9K | 38.3K | +6.4K |
| FOUNDERS FINANCIAL SECURITIES LLC | Increased | 275.4K | 281.6K | +6.2K |
| AdvisorNet Financial, Inc | Sold Out | 6.0K | 0 | -6.0K |
| PROFUND ADVISORS LLC | Increased | 49.2K | 55.1K | +5.9K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 75.4K | 81.2K | +5.9K |
| Blue Trust, Inc. | Increased | 98.9K | 104.3K | +5.5K |
| Robertson Stephens Wealth Management, LLC | Reduced | 78.5K | 73.5K | -5.0K |
| DAVENPORT & Co LLC | Reduced | 244.0K | 239.0K | -5.0K |
| SIGNATUREFD, LLC | Reduced | 95.0K | 90.7K | -4.3K |
| TD PRIVATE CLIENT WEALTH LLC | Reduced | 24.6K | 20.5K | -4.1K |
| Triad Wealth Partners, LLC | Reduced | 17.4K | 13.8K | -3.6K |
| GAMMA Investing LLC | Increased | 34.8K | 38.2K | +3.4K |
| D.A. DAVIDSON & CO. | Increased | 15.1K | 18.5K | +3.3K |
| Farther Finance Advisors, LLC | Increased | 31.4K | 34.5K | +3.1K |
| Simplicity Wealth,LLC | Reduced | 29.5K | 26.5K | -3.0K |
| Root Financial Partners, LLC | New | 0 | 2.8K | +2.8K |
| PROATHLETE WEALTH MANAGEMENT LLC | New | 0 | 2.7K | +2.7K |
| MADDEN SECURITIES Corp | New | 0 | 2.6K | +2.6K |
| VestGen Advisors, LLC | Increased | 14.3K | 16.8K | +2.6K |
| OpenArc Corporate Advisory, LLC | Reduced | 32.1K | 30.2K | -1.9K |
| Parkside Financial Bank & Trust | Reduced | 6.2K | 4.4K | -1.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.