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 |
|---|---|---|---|---|---|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,796
shares
|
$37,011
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,633
shares
|
$35,421
0.01% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
3,612
shares
|
$35,217
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,609
shares
|
$35,187
0.0% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
3,575
shares
|
$34,856
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
3,570
shares
|
$34,807
0.0% of portfolio
|
Q3 2024
Added 3470.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
3,506
shares
|
$34,183
0.0% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
3,495
shares
|
$34,076
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,484
shares
|
$33,969
0.0% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
3,429
shares
|
$33,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,359
shares
|
$32,750
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
3,229
shares
|
$31,482
0.01% of portfolio
|
Q2 2025
Added 24.43%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,222
shares
|
$31,414
0.01% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
3,181
shares
|
$31,014
0.0% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,009
shares
|
$29,337
0.0% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
3,000
shares
|
$29,250
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,990
shares
|
$29,152
0.03% of portfolio
|
Q2 2024
Added 20.56%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,938
shares
|
$28,645
0.0% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,910
shares
|
$28,372
0.0% of portfolio
|
Q2 2023
Added 26.91%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,900
shares
|
$28,275
0.02% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,885
shares
|
$28,128
0.0% of portfolio
|
Q1 2024
Reduced 73.79%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
2,798
shares
|
$27,280
0.01% of portfolio
|
Q4 2024
Reduced 26.52%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,777
shares
|
$27,075
0.0% of portfolio
|
Q2 2024
Added 11.93%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
2,775
shares
|
$27,056
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
2,725
shares
|
$26,568
0.01% of portfolio
|
Q3 2024
Reduced 7.16%
|