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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
25,570
shares
|
$249,307
0.0% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
25,532
shares
|
$248,937
0.0% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
25,441
shares
|
$248,049
0.02% of portfolio
|
Q2 2025
Added 17.54%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
25,432
shares
|
$247,962
0.15% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
25,098
shares
|
$244,705
0.0% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,075
shares
|
$244,481
0.0% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
25,071
shares
|
$244,442
0.0% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,891
shares
|
$242,687
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
24,724
shares
|
$241,059
0.02% of portfolio
|
Q3 2024
Reduced 41.3%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
24,655
shares
|
$240,386
0.01% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
24,297
shares
|
$236,895
0.01% of portfolio
|
Q2 2025
Added 15.62%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,154
shares
|
$235,501
0.07% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
24,148
shares
|
$235,443
0.0% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
24,080
shares
|
$234,780
0.02% of portfolio
|
Q3 2023
Reduced 3.38%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
23,950
shares
|
$233,512
0.0% of portfolio
|
Q2 2025
Reduced 50.92%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
23,911
shares
|
$233,132
0.0% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
23,906
shares
|
$233,083
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,804
shares
|
$232,089
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
23,443
shares
|
$228,569
0.01% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
23,429
shares
|
$228,432
0.02% of portfolio
|
Q2 2025
Added 52.2%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
23,401
shares
|
$228,159
0.02% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
23,258
shares
|
$226,765
0.02% of portfolio
|
Q2 2025
Added 49.27%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
23,108
shares
|
$225,303
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
23,064
shares
|
$224,874
0.01% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
22,894
shares
|
$223,216
0.0% of portfolio
|
Q2 2025
Reduced 3.16%
|