Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 704 institutions that hold shares in the stock, with a total of 468 Million shares, which have been reported (via 13F filing form) to have a value of $4.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
45,494
shares
|
$443,566
0.01% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
45,220
shares
|
$440,895
0.0% of portfolio
|
Q2 2025
Added 267.79%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
44,891
shares
|
$437,687
0.01% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
44,457
shares
|
$433,455
0.03% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
44,387
shares
|
$432,773
0.01% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
41,946
shares
|
$408,973
0.02% of portfolio
|
Q2 2025
Added 170.93%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
41,263
shares
|
$402,314
0.01% of portfolio
|
Q2 2025
Reduced 60.38%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
40,805
shares
|
$397,848
0.04% of portfolio
|
Q2 2025
Reduced 42.7%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
39,295
shares
|
$383,126
0.0% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Laird Norton Trust Company, LLC
|
Aug 14, 2025 Q2 2025 |
39,042
shares
|
$380,659
0.06% of portfolio
|
Q2 2025
Added 29.69%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
38,575
shares
|
$376,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 15, 2025 Q2 2025 |
38,449
shares
|
$374,877
0.06% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
38,218
shares
|
$372,625
0.0% of portfolio
|
Q2 2025
Added 25.3%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
38,017
shares
|
$370,665
0.19% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
37,653
shares
|
$367,116
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
37,519
shares
|
$365,810
0.01% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
36,749
shares
|
$358,302
0.01% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
36,571
shares
|
$356,567
0.06% of portfolio
|
Q2 2025
Added 67.04%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
35,923
shares
|
$350,249
0.04% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
35,837
shares
|
$349,410
0.0% of portfolio
|
Q2 2025
Reduced 69.01%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
35,276
shares
|
$343,941
0.01% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
34,135
shares
|
$332,816
0.01% of portfolio
|
Q2 2025
Added 15.24%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
33,150
shares
|
$323,212
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
33,125
shares
|
$322,968
0.26% of portfolio
|
Q4 2022
Added 2.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
32,955
shares
|
$321,311
0.0% of portfolio
|
Q2 2025
Added 18.55%
|