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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,721
shares
|
$26,529
0.0% of portfolio
|
Q2 2025
Added 107.55%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2,663
shares
|
$25,964
0.0% of portfolio
|
Q2 2025
Added 982.52%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,575
shares
|
$25,106
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2,565
shares
|
$25,008
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,411
shares
|
$23,507
0.0% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
2,372
shares
|
$23,127
0.0% of portfolio
|
Q2 2025
Added 234.08%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,224
shares
|
$21,684
0.0% of portfolio
|
Q2 2025
Added 52.64%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,000
shares
|
$19,500
0.0% of portfolio
|
Q2 2025
Reduced 27.4%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
2,000
shares
|
$19,500
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
1,990
shares
|
$19,402
0.01% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,935
shares
|
$18,866
0.0% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,873
shares
|
$18,261
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,845
shares
|
$17,988
0.0% of portfolio
|
Q2 2024
Added 291.72%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,810
shares
|
$17,647
0.0% of portfolio
|
Q4 2023
Reduced 19.91%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,780
shares
|
$17,355
0.0% of portfolio
|
Q2 2025
Added 161.76%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
1,765
shares
|
$17,208
0.0% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,714
shares
|
$16,711
0.01% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,683
shares
|
$16,409
0.0% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,662
shares
|
$16,204
0.0% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,647
shares
|
$16,058
0.0% of portfolio
|
Q2 2025
Added 28.07%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,636
shares
|
$15,951
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,630
shares
|
$15,892
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,593
shares
|
$15,531
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,573
shares
|
$15,336
0.0% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,525
shares
|
$14,868
0.0% of portfolio
|
Q2 2025
New holding
|