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 |
|---|---|---|---|---|---|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
17,073
shares
|
$164,583
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
16,934
shares
|
$163,243
0.0% of portfolio
|
Q1 2025
Reduced 66.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,764
shares
|
$161,604
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
16,719
shares
|
$161,171
0.06% of portfolio
|
Q2 2025
Reduced 20.65%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
16,700
shares
|
$160,988
0.03% of portfolio
|
Q1 2024
Added 4.38%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
16,638
shares
|
$160,390
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
16,613
shares
|
$160,149
0.0% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
16,590
shares
|
$159,927
0.0% of portfolio
|
Q2 2025
Added 29.52%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
16,482
shares
|
$158,886
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
16,363
shares
|
$157,739
0.0% of portfolio
|
Q1 2025
Added 32.95%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
16,250
shares
|
$156,650
0.11% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
16,247
shares
|
$156,621
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
16,095
shares
|
$155,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
16,056
shares
|
$154,779
0.21% of portfolio
|
Q1 2025
Added 16.27%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
16,010
shares
|
$154,336
0.03% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
15,818
shares
|
$152,485
0.06% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
15,586
shares
|
$150,249
0.03% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
15,581
shares
|
$150,200
0.01% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
15,496
shares
|
$149,381
0.03% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
15,469
shares
|
$149,121
0.01% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
15,420
shares
|
$148,648
0.0% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
15,419
shares
|
$148,639
0.01% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
15,394
shares
|
$148,398
0.01% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
15,225
shares
|
$146,769
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
15,000
shares
|
$144,600
0.01% of portfolio
|
Q3 2022
New holding
|