Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 665 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 $4.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
100
shares
|
$964
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$964
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
100
shares
|
$964
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$964
0.0% of portfolio
|
Q4 2023
Reduced 65.52%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$964
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$964
0.0% of portfolio
|
Q3 2023
Reduced 88.97%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
100
shares
|
$964
0.0% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
100
shares
|
$964
0.0% of portfolio
|
Q3 2024
Reduced 78.31%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
100
shares
|
$964
0.0% of portfolio
|
Q2 2023
Reduced 82.21%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
92
shares
|
$886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
85
shares
|
$819
0.0% of portfolio
|
Q4 2024
Added 165.63%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
78
shares
|
$751
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
71
shares
|
$684
0.0% of portfolio
|
Q4 2024
Reduced 71.02%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
70
shares
|
$674
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
64
shares
|
$616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
63
shares
|
$607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
58
shares
|
$559
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
50
shares
|
$482
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
50
shares
|
$482
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
50
shares
|
$482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
41
shares
|
$395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
41
shares
|
$395
0.0% of portfolio
|
Q2 2023
Reduced 57.29%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
31
shares
|
$298
0.0% of portfolio
|
Q4 2024
Reduced 94.04%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
30
shares
|
$289
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
27
shares
|
$260
0.0% of portfolio
|
Q3 2022
New holding
|