Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 667 institutions that hold shares in the stock, with a total of 467 Million shares, which have been reported (via 13F filing form) to have a value of $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
39,532
shares
|
$381,088
0.26% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
38,749
shares
|
$373,540
0.06% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
37,673
shares
|
$363,167
0.01% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
37,311
shares
|
$359,678
0.0% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
37,289
shares
|
$359,465
0.0% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
36,720
shares
|
$353,980
0.1% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
36,571
shares
|
$352,544
0.06% of portfolio
|
Q2 2025
Added 67.04%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
35,923
shares
|
$346,297
0.04% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
35,869
shares
|
$345,777
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
35,462
shares
|
$341,853
0.01% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
34,135
shares
|
$329,061
0.01% of portfolio
|
Q2 2025
Added 15.24%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
34,095
shares
|
$328,675
0.0% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
33,764
shares
|
$325,484
0.02% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
33,150
shares
|
$319,566
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
33,125
shares
|
$319,325
0.26% of portfolio
|
Q4 2022
Added 2.34%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
32,800
shares
|
$316,192
0.0% of portfolio
|
Q1 2025
Added 24.28%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
31,810
shares
|
$306,648
0.03% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
31,560
shares
|
$304,238
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
31,181
shares
|
$300,584
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
30,672
shares
|
$295,678
0.01% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
30,614
shares
|
$295,118
0.07% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
30,502
shares
|
$294,039
0.0% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
30,223
shares
|
$291,349
0.0% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
30,103
shares
|
$290,192
0.05% of portfolio
|
Q1 2025
Added 37.91%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
29,990
shares
|
$289,103
0.02% of portfolio
|
Q1 2025
Reduced 3.34%
|