Who Owns Haleon PLC

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Haleon PLC.

Who crossed 5% of HLN →

Managers holding

as of 2026-09-30

Reported value

$62M

summed across filings

Shares held

6.9M

Added vs trimmed

6 / 9

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
Douglas Lane & Associates, LLCCOMMON6.5M shtrimmed	6.5M	$58.9M	trimmed
BAKER TILLY WEALTH MANAGEMENT, LLCSPON ADS81.2K shadded	81.2K	$731.2K	added
Legacy Wealth Asset Management, LLCSPON ADS68.2K shadded	68.2K	$613.4K	added
Keystone Financial Planning, Inc.SPON ADS48.8K shtrimmed	48.8K	$439.6K	trimmed
Central Pacific Bank - Trust DivisionSPON ADS42.5K shtrimmed	42.5K	$382.1K	trimmed
GAMMA Investing LLCADR38.2K shadded	38.2K	$344K	added
Farther Finance Advisors, LLCADR34.5K shadded	34.5K	$310.2K	added
Valeo Financial Advisors, LLCADR18.3K shtrimmed	18.3K	$164.4K	trimmed
Grove Bank & TrustSPON ADS2.2K shtrimmed	2.2K	$19.8K	trimmed
CoreCap Advisors, LLCADR1.5K shadded	1.5K	$13.8K	added
EASTERN BANKSPON ADS1.3K shtrimmed	1.3K	$11.6K	trimmed
GILPIN WEALTH MANAGEMENT, LLCSPON ADS1.1K sh—	1.1K	$9.8K	—
ELEVATION WEALTH PARTNERS, LLCSPON ADS924 shheld	924	$8.3K	held
TOTH FINANCIAL ADVISORY CORPSPON ADS884 shadded	884	$8K	added
Rosenberg Matthew HamiltonADR800 shtrimmed	800	$7.2K	trimmed
ARMSTRONG ADVISORY GROUP, INCSPON ADS962 shheld	962	$4.9K	held
Retirement Wealth Solutions LLCSPON ADS309 shtrimmed	309	$2.8K	trimmed
Bullock Wealth Management GroupADR283 shheld	283	$2.5K	held
Bank of New HampshireSPON ADS200 sh—	200	$1.8K	—
Bank & Trust CoSPON ADS163 shheld	163	$1.5K	held
Trust CoADR37 shtrimmed	37	$333	trimmed

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on HLN

Company overviewEverything on HLN in one place, with the price.SEC filingsWhat HLN's 8-Ks say happened: results, departures, auditor changes.Funds holding itWhich funds and ETFs hold HLN, and how big a bet.LobbyingWhat HLN spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on HLN's account, and who they worked for.Federal contractsWhat federal agencies pay HLN.PatentsWhat HLN is filing at the patent office.

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