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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
14,943
shares
|
$144,050
0.0% of portfolio
|
Q1 2025
Reduced 31.21%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
14,885
shares
|
$143,491
0.01% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
14,881
shares
|
$143,452
0.01% of portfolio
|
Q3 2024
Added 18.26%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,755
shares
|
$142,238
0.0% of portfolio
|
Q4 2024
Reduced 15.68%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
14,657
shares
|
$141,293
0.04% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14,465
shares
|
$139,442
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
14,082
shares
|
$135,750
0.0% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
13,867
shares
|
$133,677
0.0% of portfolio
|
Q1 2025
Added 29.8%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
13,842
shares
|
$133,436
0.03% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
13,672
shares
|
$131,798
0.1% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
13,578
shares
|
$130,891
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
13,447
shares
|
$129,629
0.04% of portfolio
|
Q1 2025
Added 14.14%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
13,379
shares
|
$128,973
0.07% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,168
shares
|
$126,939
0.0% of portfolio
|
Q4 2024
Reduced 25.05%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
13,102
shares
|
$126,303
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
13,017
shares
|
$125,483
0.04% of portfolio
|
Q2 2025
Reduced 22.48%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
13,009
shares
|
$125,406
0.01% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
13,000
shares
|
$125,320
0.0% of portfolio
|
Q3 2024
Reduced 23.53%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
12,891
shares
|
$124,269
0.03% of portfolio
|
Q2 2025
Reduced 21.84%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
12,875
shares
|
$124,115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
12,866
shares
|
$124,028
0.08% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
12,861
shares
|
$123,980
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
12,751
shares
|
$122,919
0.0% of portfolio
|
Q1 2025
Reduced 30.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12,692
shares
|
$122,350
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
12,516
shares
|
$120,654
0.1% of portfolio
|
Q1 2025
Added 1551.19%
|