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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,507
shares
|
$14,527
0.0% of portfolio
|
Q1 2025
Added 54.72%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,499
shares
|
$14,450
0.0% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,496
shares
|
$14,421
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,487
shares
|
$14,334
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,484
shares
|
$14,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,457
shares
|
$14,045
0.0% of portfolio
|
Q1 2025
Added 74.91%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,451
shares
|
$13,987
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,451
shares
|
$13,987
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,322
shares
|
$12,744
0.0% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,311
shares
|
$12,638
0.0% of portfolio
|
Q1 2025
Reduced 94.78%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,285
shares
|
$12,387
0.0% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,285
shares
|
$12,387
0.0% of portfolio
|
Q1 2025
Added 119.66%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
1,283
shares
|
$12,368
0.01% of portfolio
|
Q1 2023
Added 15.79%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,280
shares
|
$12,339
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,250
shares
|
$12,050
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,225
shares
|
$11,809
0.0% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,200
shares
|
$11,568
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
1,177
shares
|
$11,346
0.0% of portfolio
|
Q4 2022
Added 37.34%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,150
shares
|
$11,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,095
shares
|
$10,555
0.0% of portfolio
|
Q1 2023
Reduced 22.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,080
shares
|
$10,411
0.0% of portfolio
|
Q4 2023
Reduced 34.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,025
shares
|
$9,881
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,017
shares
|
$9,803
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,009
shares
|
$9,726
0.0% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,007
shares
|
$9,707
0.0% of portfolio
|
Q3 2024
New holding
|