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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,007
shares
|
$9,818
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
1,000
shares
|
$9,750
0.0% of portfolio
|
Q1 2025
Reduced 57.36%
|
|
|
Park Circle CO
|
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$9,750
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$9,750
0.0% of portfolio
|
Q2 2025
Reduced 52.56%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
997
shares
|
$9,720
0.0% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
989
shares
|
$9,642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
966
shares
|
$9,418
0.0% of portfolio
|
Q3 2023
Added 263.16%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
957
shares
|
$9,330
0.0% of portfolio
|
Q1 2025
Reduced 46.3%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
950
shares
|
$9,262
0.0% of portfolio
|
Q1 2025
Reduced 41.21%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
950
shares
|
$9,262
0.0% of portfolio
|
Q1 2024
Reduced 65.14%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
939
shares
|
$9,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
916
shares
|
$8,931
0.01% of portfolio
|
Q1 2025
Added 15166.67%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
898
shares
|
$8,755
0.0% of portfolio
|
Q2 2025
Added 30.14%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
887
shares
|
$8,648
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
852
shares
|
$8,307
0.0% of portfolio
|
Q3 2023
Reduced 6.37%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
804
shares
|
$7,839
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
800
shares
|
$7,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
800
shares
|
$7,800
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
798
shares
|
$7,780
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
796
shares
|
$7,761
0.0% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
792
shares
|
$7,722
0.0% of portfolio
|
Q2 2025
Added 94.59%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
775
shares
|
$7,556
0.0% of portfolio
|
Q4 2024
Reduced 78.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
766
shares
|
$7,468
0.0% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
765
shares
|
$7,458
0.0% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
755
shares
|
$7,361
0.0% of portfolio
|
Q1 2025
New holding
|