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 |
|---|---|---|---|---|---|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
1,000
shares
|
$9,640
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
1,000
shares
|
$9,640
0.0% of portfolio
|
Q1 2025
Reduced 57.36%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
997
shares
|
$9,611
0.0% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
972
shares
|
$9,370
0.0% of portfolio
|
Q1 2025
Reduced 58.74%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
966
shares
|
$9,312
0.0% of portfolio
|
Q3 2023
Added 263.16%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
957
shares
|
$9,225
0.0% of portfolio
|
Q1 2025
Reduced 46.3%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
956
shares
|
$9,215
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
950
shares
|
$9,158
0.0% of portfolio
|
Q1 2024
Reduced 65.14%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
950
shares
|
$9,158
0.0% of portfolio
|
Q1 2025
Reduced 41.21%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
933
shares
|
$8,994
0.0% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
916
shares
|
$8,830
0.01% of portfolio
|
Q1 2025
Added 15166.67%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
882
shares
|
$8,502
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
882
shares
|
$8,502
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
852
shares
|
$8,213
0.01% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
852
shares
|
$8,213
0.0% of portfolio
|
Q3 2023
Reduced 6.37%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
847
shares
|
$8,165
0.0% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
841
shares
|
$8,107
0.0% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
804
shares
|
$7,750
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
800
shares
|
$7,712
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
800
shares
|
$7,712
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
798
shares
|
$7,692
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
796
shares
|
$7,673
0.0% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
792
shares
|
$7,634
0.0% of portfolio
|
Q2 2025
Added 94.59%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
775
shares
|
$7,471
0.0% of portfolio
|
Q4 2024
Reduced 78.32%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
755
shares
|
$7,278
0.0% of portfolio
|
Q1 2025
New holding
|