Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 662 institutions that hold shares in the stock, with a total of 432 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
999
shares
|
$10,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
997
shares
|
$10,358
0.0% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
974
shares
|
$10,119
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
966
shares
|
$10,036
0.0% of portfolio
|
Q3 2023
Added 263.16%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
960
shares
|
$9,974
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
956
shares
|
$9,932
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
950
shares
|
$9,870
0.0% of portfolio
|
Q1 2024
Reduced 65.14%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
914
shares
|
$9,496
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
882
shares
|
$9,163
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
853
shares
|
$8,862
0.0% of portfolio
|
Q4 2024
Added 25.26%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
852
shares
|
$8,852
0.0% of portfolio
|
Q3 2023
Reduced 6.37%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
850
shares
|
$8,831
0.0% of portfolio
|
Q4 2024
Reduced 55.07%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
836
shares
|
$8,686
0.0% of portfolio
|
Q1 2024
Added 67.2%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
833
shares
|
$8,654
0.0% of portfolio
|
Q4 2024
Added 257.51%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
804
shares
|
$8,353
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
800
shares
|
$8,312
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
800
shares
|
$8,312
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
799
shares
|
$8,301
0.0% of portfolio
|
Q4 2024
Added 88.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
798
shares
|
$8,291
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
796
shares
|
$8,270
0.0% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
795
shares
|
$8,260
0.0% of portfolio
|
Q4 2024
Added 448.28%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
775
shares
|
$8,052
0.0% of portfolio
|
Q4 2024
Reduced 78.32%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
773
shares
|
$8,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
767
shares
|
$7,969
0.0% of portfolio
|
Q3 2024
Added 27.83%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
758
shares
|
$7,875
0.01% of portfolio
|
Q4 2024
New holding
|