Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 662 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 $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
4,049
shares
|
$42,069
0.0% of portfolio
|
Q4 2024
Added 45.7%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$41,560
0.0% of portfolio
|
Q4 2022
Reduced 53.75%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3,755
shares
|
$39,014
0.0% of portfolio
|
Q2 2023
Reduced 17.24%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,643
shares
|
$37,850
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,633
shares
|
$37,746
0.01% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
3,570
shares
|
$37,092
0.0% of portfolio
|
Q3 2024
Added 3470.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
3,513
shares
|
$36,500
0.01% of portfolio
|
Q4 2024
Added 2029.09%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
3,486
shares
|
$36,219
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
3,484
shares
|
$36,198
0.0% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,359
shares
|
$34,900
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,251
shares
|
$33,777
0.0% of portfolio
|
Q2 2024
Added 2.85%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
3,154
shares
|
$32,770
0.0% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,009
shares
|
$31,263
0.0% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
2,990
shares
|
$31,066
0.03% of portfolio
|
Q2 2024
Added 20.56%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,910
shares
|
$30,234
0.0% of portfolio
|
Q2 2023
Added 26.91%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,885
shares
|
$29,975
0.0% of portfolio
|
Q1 2024
Reduced 73.79%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
2,798
shares
|
$29,071
0.01% of portfolio
|
Q4 2024
Reduced 26.52%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,777
shares
|
$28,853
0.0% of portfolio
|
Q2 2024
Added 11.93%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
2,775
shares
|
$28,832
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
2,745
shares
|
$28,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
2,725
shares
|
$28,312
0.01% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,595
shares
|
$26,962
0.01% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,575
shares
|
$26,754
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,411
shares
|
$25,050
0.0% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
2,356
shares
|
$24,478
0.01% of portfolio
|
Q4 2024
Added 142.39%
|