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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
355
shares
|
$3,422
0.0% of portfolio
|
Q1 2025
Reduced 29.7%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
348
shares
|
$3,354
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
347
shares
|
$3,345
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
340
shares
|
$3,277
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
326
shares
|
$3,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
318
shares
|
$3,065
0.0% of portfolio
|
Q1 2025
Reduced 18.04%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
309
shares
|
$2,978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
308
shares
|
$2,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
304
shares
|
$2,930
0.0% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
300
shares
|
$2,892
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
293
shares
|
$2,824
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
291
shares
|
$2,805
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
271
shares
|
$2,612
0.0% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
271
shares
|
$2,612
0.0% of portfolio
|
Q1 2023
Reduced 23.66%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
264
shares
|
$2,544
0.0% of portfolio
|
Q1 2025
Reduced 71.12%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
260
shares
|
$2,506
0.0% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
247
shares
|
$2,381
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
246
shares
|
$2,371
0.0% of portfolio
|
Q1 2025
Reduced 96.84%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
245
shares
|
$2,361
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
241
shares
|
$2,323
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
229
shares
|
$2,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
223
shares
|
$2,149
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
221
shares
|
$2,130
0.0% of portfolio
|
Q2 2024
Reduced 31.15%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
218
shares
|
$2,101
0.0% of portfolio
|
Q1 2025
Added 62.69%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
215
shares
|
$2,072
0.0% of portfolio
|
Q3 2022
New holding
|