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 |
|---|---|---|---|---|---|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
2,829
shares
|
$27,271
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,798
shares
|
$26,972
0.01% of portfolio
|
Q4 2024
Reduced 26.52%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,777
shares
|
$26,770
0.0% of portfolio
|
Q2 2024
Added 11.93%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,775
shares
|
$26,751
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,755
shares
|
$26,558
0.0% of portfolio
|
Q1 2025
Reduced 26.63%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
2,725
shares
|
$26,269
0.01% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,575
shares
|
$24,823
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,411
shares
|
$23,242
0.0% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
2,372
shares
|
$22,866
0.0% of portfolio
|
Q2 2025
Added 234.08%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,108
shares
|
$20,321
0.0% of portfolio
|
Q3 2024
Added 79.25%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,000
shares
|
$19,280
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
1,968
shares
|
$18,971
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,935
shares
|
$18,653
0.0% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,849
shares
|
$17,824
0.0% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,845
shares
|
$17,785
0.0% of portfolio
|
Q2 2024
Added 291.72%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,810
shares
|
$17,448
0.0% of portfolio
|
Q4 2023
Reduced 19.91%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,797
shares
|
$17,323
0.0% of portfolio
|
Q1 2025
Reduced 74.25%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,780
shares
|
$17,159
0.0% of portfolio
|
Q2 2025
Added 161.76%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,714
shares
|
$16,522
0.01% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
1,713
shares
|
$16,513
0.0% of portfolio
|
Q1 2025
Added 26.7%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,683
shares
|
$16,224
0.0% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,662
shares
|
$16,021
0.0% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,647
shares
|
$15,877
0.0% of portfolio
|
Q2 2025
Added 28.07%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,636
shares
|
$15,771
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,630
shares
|
$15,713
0.01% of portfolio
|
Q4 2023
New holding
|