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 |
|---|---|---|---|---|---|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
11,781
shares
|
$119,577
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
11,753
shares
|
$119,292
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
11,753
shares
|
$119,292
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,588
shares
|
$117,618
0.0% of portfolio
|
Q2 2024
Added 7.4%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,522
shares
|
$116,948
0.01% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
11,371
shares
|
$115,415
0.04% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
11,236
shares
|
$114,045
0.01% of portfolio
|
Q4 2024
Reduced 30.38%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
10,871
shares
|
$110,340
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
10,859
shares
|
$110,218
0.04% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
10,696
shares
|
$108,564
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
10,689
shares
|
$108,493
0.05% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
10,683
shares
|
$108,432
0.0% of portfolio
|
Q4 2024
Reduced 17.31%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
10,439
shares
|
$105,955
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
10,390
shares
|
$105,458
0.05% of portfolio
|
Q4 2024
Reduced 33.15%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
10,381
shares
|
$105,367
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
10,167
shares
|
$103,195
0.0% of portfolio
|
Q4 2024
Reduced 33.0%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,146
shares
|
$102,981
0.0% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Feb 27, 2025 Q4 2024 |
10,142
shares
|
$102,941
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
10,025
shares
|
$101,753
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
10,000
shares
|
$101,500
0.01% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$101,500
0.01% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
9,884
shares
|
$100,322
0.0% of portfolio
|
Q4 2024
Added 31.77%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,876
shares
|
$100,241
0.0% of portfolio
|
Q4 2024
Added 67.36%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
9,593
shares
|
$97,368
0.02% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
9,355
shares
|
$94,953
0.01% of portfolio
|
Q4 2024
Added 22.59%
|