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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,846
shares
|
$46,715
0.0% of portfolio
|
Q1 2025
Reduced 44.48%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,753
shares
|
$45,818
0.01% of portfolio
|
Q1 2025
Added 152.42%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,419
shares
|
$42,599
0.0% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
4,194
shares
|
$40,430
0.0% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
4,147
shares
|
$39,977
0.0% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,144
shares
|
$39,948
0.01% of portfolio
|
Q2 2023
Added 23.26%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,807
shares
|
$36,699
0.0% of portfolio
|
Q1 2025
Reduced 52.12%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,753
shares
|
$36,178
0.0% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,723
shares
|
$35,889
0.0% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,633
shares
|
$35,022
0.01% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
3,570
shares
|
$34,414
0.0% of portfolio
|
Q3 2024
Added 3470.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
3,495
shares
|
$33,691
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,484
shares
|
$33,585
0.0% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
3,442
shares
|
$33,180
0.0% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,359
shares
|
$32,380
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
3,229
shares
|
$31,127
0.01% of portfolio
|
Q2 2025
Added 24.43%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,222
shares
|
$31,060
0.01% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
3,126
shares
|
$30,134
0.0% of portfolio
|
Q4 2024
Reduced 72.81%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,009
shares
|
$29,006
0.0% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
3,000
shares
|
$28,920
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
2,990
shares
|
$28,823
0.02% of portfolio
|
Q2 2024
Added 20.56%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,938
shares
|
$28,322
0.0% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,910
shares
|
$28,052
0.0% of portfolio
|
Q2 2023
Added 26.91%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,900
shares
|
$27,956
0.02% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
2,885
shares
|
$27,811
0.0% of portfolio
|
Q1 2024
Reduced 73.79%
|