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 |
|---|---|---|---|---|---|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
22,810
shares
|
$222,397
0.06% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,733
shares
|
$221,646
0.01% of portfolio
|
Q4 2023
Added 82.07%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
22,310
shares
|
$217,522
0.0% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
22,022
shares
|
$214,714
0.0% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
21,862
shares
|
$213,154
0.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,668
shares
|
$211,263
0.01% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
21,626
shares
|
$210,853
0.0% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
21,470
shares
|
$209,332
0.01% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
21,337
shares
|
$208,035
0.04% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
21,242
shares
|
$207,109
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
21,137
shares
|
$206,085
0.06% of portfolio
|
Q2 2025
Reduced 41.07%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
20,764
shares
|
$202,449
0.06% of portfolio
|
Q1 2024
Added 34.28%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
20,721
shares
|
$202,029
0.15% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
20,678
shares
|
$201,610
0.0% of portfolio
|
Q2 2025
Reduced 90.05%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
20,496
shares
|
$199,836
0.04% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
20,391
shares
|
$198,812
0.0% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
20,385
shares
|
$198,753
0.0% of portfolio
|
Q1 2025
Added 33.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
20,203
shares
|
$196,979
0.0% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
19,546
shares
|
$190,573
0.01% of portfolio
|
Q1 2025
Reduced 51.97%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
19,399
shares
|
$189,140
0.04% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
18,904
shares
|
$184,314
0.01% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
18,306
shares
|
$178,483
0.0% of portfolio
|
Q2 2025
Reduced 73.6%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
18,036
shares
|
$175,851
0.01% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
18,024
shares
|
$175,734
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
17,975
shares
|
$175,256
0.01% of portfolio
|
Q3 2023
Added 29.15%
|