Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 663 institutions that hold shares in the stock, with a total of 432 Million shares, which have been reported (via 13F filing form) to have a value of $4.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
16,010
shares
|
$162,501
0.02% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
16,009
shares
|
$162,491
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
15,960
shares
|
$161,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
15,820
shares
|
$160,573
0.03% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
15,813
shares
|
$160,501
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
15,746
shares
|
$159,821
0.05% of portfolio
|
Q4 2024
Added 16.8%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
15,736
shares
|
$159,720
0.01% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
15,363
shares
|
$155,934
0.0% of portfolio
|
Q4 2024
Reduced 30.14%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
15,344
shares
|
$155,741
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
15,285
shares
|
$155,142
0.04% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
15,238
shares
|
$154,665
0.0% of portfolio
|
Q4 2024
Reduced 23.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
15,155
shares
|
$153,823
0.0% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
15,000
shares
|
$152,250
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
14,952
shares
|
$151,762
0.01% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
14,903
shares
|
$151,265
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
14,885
shares
|
$151,082
0.01% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
14,881
shares
|
$151,042
0.01% of portfolio
|
Q3 2024
Added 18.26%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
14,873
shares
|
$150,960
0.01% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
14,845
shares
|
$150,676
0.03% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
14,791
shares
|
$150,128
0.01% of portfolio
|
Q4 2024
Reduced 34.88%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
14,784
shares
|
$150,057
0.0% of portfolio
|
Q4 2024
Added 24.62%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,755
shares
|
$149,763
0.0% of portfolio
|
Q4 2024
Reduced 15.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
14,601
shares
|
$148,200
0.01% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,404
shares
|
$146,200
0.01% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
14,347
shares
|
$145,622
0.03% of portfolio
|
Q4 2024
Reduced 10.2%
|