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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
32,913
shares
|
$320,901
0.0% of portfolio
|
Q2 2025
Reduced 28.05%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
32,743
shares
|
$319,244
0.03% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
32,022
shares
|
$312,214
0.01% of portfolio
|
Q2 2025
Reduced 55.75%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
31,766
shares
|
$309,718
0.01% of portfolio
|
Q2 2025
Added 27.64%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
31,423
shares
|
$306,374
0.0% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
31,415
shares
|
$306,296
0.0% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
31,252
shares
|
$304,707
0.07% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
31,181
shares
|
$304,014
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
30,629
shares
|
$298,632
0.01% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
29,589
shares
|
$288,492
0.02% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
29,496
shares
|
$287,586
0.06% of portfolio
|
Q2 2025
Added 104.67%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
29,484
shares
|
$287,469
0.2% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
29,432
shares
|
$286,962
0.02% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
29,225
shares
|
$284,943
0.01% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
29,104
shares
|
$283,764
0.06% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
28,786
shares
|
$280,663
0.14% of portfolio
|
Q2 2025
Added 74.65%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
28,579
shares
|
$278,645
0.01% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
27,947
shares
|
$272,483
0.03% of portfolio
|
Q2 2025
Added 28.95%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
27,738
shares
|
$270,445
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
27,088
shares
|
$264,108
0.0% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
26,580
shares
|
$259,155
0.21% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
26,525
shares
|
$258,618
0.01% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
26,504
shares
|
$258,414
0.01% of portfolio
|
Q2 2025
Added 31.34%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
26,269
shares
|
$256,122
0.02% of portfolio
|
Q1 2025
Reduced 55.12%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
26,252
shares
|
$255,957
0.01% of portfolio
|
Q2 2025
Added 46.63%
|