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 |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
573
shares
|
$5,523
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
523
shares
|
$5,041
0.0% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
517
shares
|
$4,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
508
shares
|
$4,897
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
500
shares
|
$4,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
500
shares
|
$4,820
0.0% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
480
shares
|
$4,627
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
478
shares
|
$4,607
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
470
shares
|
$4,530
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
458
shares
|
$4,415
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
458
shares
|
$4,415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
455
shares
|
$4,386
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
450
shares
|
$4,338
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
448
shares
|
$4,318
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
429
shares
|
$4,135
0.0% of portfolio
|
Q2 2025
Reduced 55.31%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
425
shares
|
$4,097
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
400
shares
|
$3,856
0.0% of portfolio
|
Q1 2024
Reduced 50.19%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
400
shares
|
$3,856
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
400
shares
|
$3,856
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
396
shares
|
$3,817
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
396
shares
|
$3,817
0.0% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
393
shares
|
$3,788
0.0% of portfolio
|
Q1 2025
Added 31.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
375
shares
|
$3,615
0.0% of portfolio
|
Q2 2024
Added 650.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
373
shares
|
$3,595
0.0% of portfolio
|
Q4 2024
Reduced 68.47%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
361
shares
|
$3,480
0.0% of portfolio
|
Q4 2024
New holding
|