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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
12,377
shares
|
$119,314
0.02% of portfolio
|
Q1 2025
Reduced 31.72%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
12,368
shares
|
$119,227
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
12,295
shares
|
$118,523
0.0% of portfolio
|
Q1 2025
Reduced 68.43%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
12,171
shares
|
$117,328
0.0% of portfolio
|
Q1 2025
Reduced 84.51%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
May 09, 2025 Q1 2025 |
12,036
shares
|
$116,027
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,000
shares
|
$115,680
0.0% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
11,919
shares
|
$114,899
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11,897
shares
|
$114,687
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
11,836
shares
|
$114,099
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
11,807
shares
|
$113,819
0.0% of portfolio
|
Q1 2025
Reduced 26.25%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
11,695
shares
|
$112,739
0.01% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
11,620
shares
|
$112,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,588
shares
|
$111,708
0.0% of portfolio
|
Q2 2024
Added 7.4%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
11,516
shares
|
$111,014
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
11,464
shares
|
$110,512
0.0% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
11,131
shares
|
$107,302
0.02% of portfolio
|
Q1 2025
Added 16.03%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
11,090
shares
|
$106,907
0.01% of portfolio
|
Q1 2025
Reduced 48.11%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
10,993
shares
|
$105,972
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
10,991
shares
|
$105,953
0.03% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
10,871
shares
|
$104,796
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
10,869
shares
|
$104,777
0.03% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
10,849
shares
|
$104,584
0.04% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
10,821
shares
|
$104,314
0.01% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
10,529
shares
|
$101,499
0.02% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
10,329
shares
|
$99,571
0.01% of portfolio
|
Q2 2025
Reduced 0.61%
|