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 |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
396
shares
|
$3,861
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
393
shares
|
$3,831
0.0% of portfolio
|
Q1 2025
Added 31.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
375
shares
|
$3,656
0.0% of portfolio
|
Q2 2024
Added 650.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
373
shares
|
$3,636
0.0% of portfolio
|
Q4 2024
Reduced 68.47%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
361
shares
|
$3,519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
348
shares
|
$3,393
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
347
shares
|
$3,383
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
342
shares
|
$3,334
0.0% of portfolio
|
Q2 2025
Added 147.83%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
340
shares
|
$3,315
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
326
shares
|
$3,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
318
shares
|
$3,100
0.0% of portfolio
|
Q1 2025
Reduced 18.04%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
309
shares
|
$3,012
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
300
shares
|
$2,925
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
300
shares
|
$2,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
293
shares
|
$2,856
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
291
shares
|
$2,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
282
shares
|
$2,749
0.0% of portfolio
|
Q2 2025
Added 116.92%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
271
shares
|
$2,642
0.0% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
271
shares
|
$2,642
0.0% of portfolio
|
Q1 2023
Reduced 23.66%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
260
shares
|
$2,535
0.0% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
248
shares
|
$2,418
0.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
241
shares
|
$2,349
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
229
shares
|
$2,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
223
shares
|
$2,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
221
shares
|
$2,154
0.0% of portfolio
|
Q2 2025
Added 17.55%
|