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 |
|---|---|---|---|---|---|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
29,496
shares
|
$284,341
0.07% of portfolio
|
Q1 2025
Added 385.13%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
29,484
shares
|
$284,225
0.2% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
29,104
shares
|
$280,562
0.06% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
28,795
shares
|
$277,583
0.01% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
27,801
shares
|
$268,001
0.01% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
27,798
shares
|
$267,972
0.0% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
27,671
shares
|
$266,748
0.02% of portfolio
|
Q1 2025
Added 33.43%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
26,580
shares
|
$256,231
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
|
$255,701
0.01% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
26,269
shares
|
$253,233
0.02% of portfolio
|
Q1 2025
Reduced 55.12%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
26,252
shares
|
$253,069
0.01% of portfolio
|
Q2 2025
Added 46.63%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
26,243
shares
|
$252,982
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
26,191
shares
|
$252,481
0.0% of portfolio
|
Q1 2025
Added 72.82%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
25,914
shares
|
$249,810
0.05% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
25,375
shares
|
$244,615
0.01% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
25,362
shares
|
$244,489
0.0% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
25,157
shares
|
$242,513
0.15% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
25,113
shares
|
$242,089
0.0% of portfolio
|
Q1 2025
Added 31.74%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
25,098
shares
|
$241,944
0.0% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
24,888
shares
|
$239,920
0.01% of portfolio
|
Q1 2025
Reduced 32.02%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
24,763
shares
|
$238,715
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
24,724
shares
|
$238,339
0.02% of portfolio
|
Q3 2024
Reduced 41.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
24,692
shares
|
$238,030
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
24,655
shares
|
$237,674
0.01% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
24,293
shares
|
$234,184
0.01% of portfolio
|
Q1 2025
Reduced 11.09%
|