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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
20,764
shares
|
$200,164
0.06% of portfolio
|
Q1 2024
Added 34.28%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
20,721
shares
|
$199,750
0.18% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
20,496
shares
|
$197,581
0.04% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
20,385
shares
|
$196,511
0.0% of portfolio
|
Q1 2025
Added 33.78%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
20,377
shares
|
$196,434
0.01% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
20,180
shares
|
$194,535
0.02% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
19,546
shares
|
$188,423
0.02% of portfolio
|
Q1 2025
Reduced 51.97%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
19,399
shares
|
$187,006
0.04% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
19,387
shares
|
$186,890
0.0% of portfolio
|
Q1 2025
Added 895.74%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
19,323
shares
|
$186,273
0.0% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
19,274
shares
|
$185,801
0.01% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
18,651
shares
|
$179,795
0.01% of portfolio
|
Q1 2025
Reduced 31.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,527
shares
|
$178,600
0.01% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
18,036
shares
|
$173,867
0.01% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
17,975
shares
|
$173,279
0.01% of portfolio
|
Q3 2023
Added 29.15%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
17,972
shares
|
$173,250
0.0% of portfolio
|
Q2 2025
Added 23.65%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
17,932
shares
|
$172,864
0.02% of portfolio
|
Q2 2025
Reduced 93.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
17,807
shares
|
$171,659
0.01% of portfolio
|
Q4 2023
Reduced 8.0%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
17,548
shares
|
$169,162
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
17,545
shares
|
$169,133
0.01% of portfolio
|
Q4 2024
Reduced 21.66%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
17,500
shares
|
$168,700
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
17,339
shares
|
$167,147
0.02% of portfolio
|
Q2 2024
Reduced 20.72%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
17,245
shares
|
$166,241
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
17,169
shares
|
$165,509
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
17,096
shares
|
$164,805
0.0% of portfolio
|
Q1 2025
Reduced 33.77%
|