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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
523
shares
|
$5,099
0.0% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
520
shares
|
$5,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
519
shares
|
$5,060
0.0% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
508
shares
|
$4,953
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
505
shares
|
$4,923
0.0% of portfolio
|
Q2 2025
Added 42.25%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
500
shares
|
$4,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
500
shares
|
$4,875
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
500
shares
|
$4,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
500
shares
|
$4,875
0.0% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
485
shares
|
$4,728
0.0% of portfolio
|
Q2 2025
Added 122.48%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
480
shares
|
$4,680
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
478
shares
|
$4,660
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
470
shares
|
$4,582
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
458
shares
|
$4,465
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
458
shares
|
$4,465
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
450
shares
|
$4,387
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
448
shares
|
$4,368
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
429
shares
|
$4,182
0.0% of portfolio
|
Q2 2025
Reduced 55.31%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
425
shares
|
$4,143
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
417
shares
|
$4,065
0.0% of portfolio
|
Q2 2024
Reduced 50.77%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
408
shares
|
$3,978
0.0% of portfolio
|
Q2 2025
Added 32.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
400
shares
|
$3,900
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
400
shares
|
$3,900
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
400
shares
|
$3,900
0.0% of portfolio
|
Q1 2024
Reduced 50.19%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
396
shares
|
$3,861
0.0% of portfolio
|
Q1 2025
Added 11.24%
|