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 |
|---|---|---|---|---|---|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,154
shares
|
$232,844
0.07% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
24,148
shares
|
$232,786
0.0% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
24,080
shares
|
$232,131
0.02% of portfolio
|
Q3 2023
Reduced 3.38%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
23,906
shares
|
$230,453
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,804
shares
|
$229,470
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
23,640
shares
|
$227,889
0.0% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
23,401
shares
|
$225,585
0.02% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
23,137
shares
|
$223,040
0.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
23,038
shares
|
$222,086
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
22,964
shares
|
$221,372
0.0% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
22,832
shares
|
$220,100
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
22,810
shares
|
$219,888
0.07% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,733
shares
|
$219,146
0.01% of portfolio
|
Q4 2023
Added 82.07%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
22,474
shares
|
$216,649
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
21,986
shares
|
$211,945
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
21,862
shares
|
$210,749
0.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
21,722
shares
|
$209,400
0.01% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,672
shares
|
$208,918
0.02% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,668
shares
|
$208,879
0.01% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
21,645
shares
|
$208,657
0.02% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
21,474
shares
|
$207,009
0.01% of portfolio
|
Q1 2025
Added 47.07%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
21,358
shares
|
$205,891
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
21,337
shares
|
$205,688
0.04% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
21,256
shares
|
$204,907
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
21,015
shares
|
$202,584
0.0% of portfolio
|
Q1 2025
Reduced 25.25%
|