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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
751
shares
|
$7,322
0.0% of portfolio
|
Q1 2025
Added 27.94%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
741
shares
|
$7,224
0.0% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
736
shares
|
$7,176
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
734
shares
|
$7,156
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
732
shares
|
$7,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
709
shares
|
$6,912
0.0% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
705
shares
|
$6,873
0.0% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
700
shares
|
$6,825
0.0% of portfolio
|
Q2 2023
Reduced 28.21%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
695
shares
|
$6,776
0.0% of portfolio
|
Q2 2024
Reduced 15.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
686
shares
|
$6,688
0.0% of portfolio
|
Q2 2025
Reduced 89.66%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
682
shares
|
$6,649
0.01% of portfolio
|
Q1 2023
Reduced 66.37%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
681
shares
|
$6,639
0.0% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
676
shares
|
$6,591
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
664
shares
|
$6,474
0.0% of portfolio
|
Q2 2025
Reduced 49.77%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
650
shares
|
$6,337
0.0% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
650
shares
|
$6,337
0.0% of portfolio
|
Q1 2025
Added 116.67%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
647
shares
|
$6,308
0.0% of portfolio
|
Q1 2025
Added 52.96%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
636
shares
|
$6,201
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
628
shares
|
$6,123
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
627
shares
|
$6,113
0.0% of portfolio
|
Q2 2025
Reduced 55.02%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
599
shares
|
$5,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
576
shares
|
$5,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
573
shares
|
$5,586
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
573
shares
|
$5,586
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
541
shares
|
$5,274
0.0% of portfolio
|
Q2 2025
New holding
|