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 |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
16,125
shares
|
$157,218
0.0% of portfolio
|
Q2 2025
Reduced 20.87%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
16,120
shares
|
$157,170
0.1% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
16,095
shares
|
$156,926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
16,088
shares
|
$156,858
0.01% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
16,006
shares
|
$156,058
0.0% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
15,977
shares
|
$155,775
0.0% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,872
shares
|
$154,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
15,586
shares
|
$151,963
0.03% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
15,496
shares
|
$151,086
0.03% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
15,469
shares
|
$150,822
0.01% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
15,420
shares
|
$150,345
0.0% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
15,348
shares
|
$149,643
0.01% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
15,225
shares
|
$148,443
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
15,000
shares
|
$146,250
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
14,943
shares
|
$145,694
0.0% of portfolio
|
Q1 2025
Reduced 31.21%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
14,885
shares
|
$145,128
0.01% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
14,732
shares
|
$143,637
0.04% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
14,732
shares
|
$143,637
0.0% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
14,657
shares
|
$142,905
0.04% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
14,309
shares
|
$139,512
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
13,885
shares
|
$135,378
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
13,754
shares
|
$134,101
0.01% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
13,518
shares
|
$131,800
0.02% of portfolio
|
Q2 2025
Added 31.32%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
13,491
shares
|
$131,537
0.0% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
13,393
shares
|
$130,581
0.0% of portfolio
|
Q2 2025
Reduced 48.86%
|