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 |
|---|---|---|---|---|---|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
14,082
shares
|
$142,932
0.0% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
14,001
shares
|
$142,110
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
13,992
shares
|
$142,018
0.0% of portfolio
|
Q4 2024
Added 195.81%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
13,940
shares
|
$141,491
0.01% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
13,809
shares
|
$140,161
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
13,214
shares
|
$134,122
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
13,192
shares
|
$133,898
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,168
shares
|
$133,655
0.0% of portfolio
|
Q4 2024
Reduced 25.05%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
13,102
shares
|
$132,985
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
13,064
shares
|
$132,599
0.09% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
13,015
shares
|
$132,102
0.04% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
13,000
shares
|
$131,950
0.0% of portfolio
|
Q3 2024
Reduced 23.53%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
12,861
shares
|
$130,539
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
12,859
shares
|
$130,518
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12,692
shares
|
$128,823
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
12,644
shares
|
$128,336
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
12,405
shares
|
$125,910
0.01% of portfolio
|
Q4 2024
Reduced 87.21%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
12,368
shares
|
$125,535
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
12,308
shares
|
$124,926
0.0% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
12,207
shares
|
$123,901
0.06% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,000
shares
|
$121,800
0.0% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
11,971
shares
|
$121,505
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
11,929
shares
|
$121,079
0.09% of portfolio
|
Q4 2024
Reduced 32.02%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
11,905
shares
|
$120,835
0.02% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,820
shares
|
$119,973
0.0% of portfolio
|
Q4 2024
Added 8.08%
|