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 |
|---|---|---|---|---|---|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
17,972
shares
|
$175,227
0.0% of portfolio
|
Q2 2025
Added 23.65%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
17,932
shares
|
$174,837
0.02% of portfolio
|
Q2 2025
Reduced 93.18%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
17,908
shares
|
$174,603
0.0% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
17,807
shares
|
$173,618
0.01% of portfolio
|
Q4 2023
Reduced 8.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
17,549
shares
|
$171,102
0.0% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
17,545
shares
|
$171,063
0.01% of portfolio
|
Q4 2024
Reduced 21.66%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
17,500
shares
|
$170,625
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
17,395
shares
|
$169,601
0.19% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
17,339
shares
|
$169,055
0.02% of portfolio
|
Q2 2024
Reduced 20.72%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
17,245
shares
|
$168,138
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
17,169
shares
|
$167,397
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
17,117
shares
|
$166,890
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
17,073
shares
|
$166,461
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,887
shares
|
$164,648
0.01% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,764
shares
|
$163,449
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
16,719
shares
|
$163,010
0.06% of portfolio
|
Q2 2025
Reduced 20.65%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
16,613
shares
|
$161,976
0.0% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
16,590
shares
|
$161,752
0.0% of portfolio
|
Q2 2025
Added 29.52%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
16,562
shares
|
$161,479
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
16,431
shares
|
$160,202
0.03% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
16,286
shares
|
$158,788
0.0% of portfolio
|
Q2 2025
Added 19.94%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
16,276
shares
|
$158,691
0.0% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
16,231
shares
|
$158,252
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
16,230
shares
|
$158,242
0.04% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
16,154
shares
|
$157,501
0.0% of portfolio
|
Q2 2025
Reduced 13.39%
|