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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
1,487
shares
|
$14,498
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,484
shares
|
$14,469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,451
shares
|
$14,147
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
1,451
shares
|
$14,147
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,439
shares
|
$14,030
0.0% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,326
shares
|
$12,928
0.0% of portfolio
|
Q2 2025
Reduced 26.21%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,285
shares
|
$12,528
0.0% of portfolio
|
Q1 2025
Added 119.66%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,285
shares
|
$12,528
0.0% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
1,283
shares
|
$12,509
0.01% of portfolio
|
Q1 2023
Added 15.79%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,250
shares
|
$12,187
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,249
shares
|
$12,177
0.0% of portfolio
|
Q2 2025
Reduced 17.12%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
1,225
shares
|
$11,943
0.0% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,200
shares
|
$11,700
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
1,197
shares
|
$11,670
0.01% of portfolio
|
Q2 2025
Reduced 90.44%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,177
shares
|
$11,475
0.0% of portfolio
|
Q4 2022
Added 37.34%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,170
shares
|
$11,407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,150
shares
|
$11,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,128
shares
|
$10,998
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,128
shares
|
$10,998
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1,120
shares
|
$10,920
0.01% of portfolio
|
Q2 2025
Added 31.46%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,095
shares
|
$10,676
0.0% of portfolio
|
Q1 2023
Reduced 22.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,080
shares
|
$10,530
0.0% of portfolio
|
Q4 2023
Reduced 34.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,025
shares
|
$9,993
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,017
shares
|
$9,915
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,009
shares
|
$9,837
0.0% of portfolio
|
Q2 2025
Reduced 4.99%
|