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 |
|---|---|---|---|---|---|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
13,124
shares
|
$127,959
0.06% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
13,123
shares
|
$127,949
0.0% of portfolio
|
Q2 2025
Added 33.62%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
13,017
shares
|
$126,915
0.04% of portfolio
|
Q2 2025
Reduced 22.48%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
13,000
shares
|
$126,750
0.0% of portfolio
|
Q3 2024
Reduced 23.53%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
12,995
shares
|
$126,701
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
12,937
shares
|
$126,135
0.08% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
12,891
shares
|
$125,687
0.03% of portfolio
|
Q2 2025
Reduced 21.84%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
12,881
shares
|
$125,589
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
12,866
shares
|
$125,443
0.08% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
12,861
shares
|
$125,394
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12,692
shares
|
$123,747
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
12,368
shares
|
$120,588
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
12,197
shares
|
$118,920
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
12,164
shares
|
$118,599
0.0% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
12,028
shares
|
$117,273
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,000
shares
|
$117,000
0.0% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
11,906
shares
|
$116,083
0.0% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11,897
shares
|
$115,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,710
shares
|
$114,172
0.0% of portfolio
|
Q2 2025
Reduced 30.85%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
11,695
shares
|
$114,026
0.01% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
11,621
shares
|
$113,304
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
11,617
shares
|
$113,265
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,588
shares
|
$112,983
0.0% of portfolio
|
Q2 2024
Added 7.4%
|
|
|
Echo45 Advisors LLC
|
Aug 12, 2025 Q2 2025 |
11,418
shares
|
$111,325
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
11,348
shares
|
$110,643
0.0% of portfolio
|
Q2 2025
Reduced 11.0%
|