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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
111
shares
|
$1,082
0.0% of portfolio
|
Q4 2024
Added 24.72%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
101
shares
|
$984
0.0% of portfolio
|
Q1 2025
Reduced 54.3%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
101
shares
|
$984
0.0% of portfolio
|
Q1 2025
Reduced 99.28%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
100
shares
|
$975
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
100
shares
|
$975
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
100
shares
|
$975
0.0% of portfolio
|
Q3 2024
Reduced 78.31%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
100
shares
|
$975
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
100
shares
|
$975
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$975
0.0% of portfolio
|
Q3 2023
Reduced 88.97%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
100
shares
|
$975
0.0% of portfolio
|
Q2 2023
Reduced 82.21%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
100
shares
|
$975
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
100
shares
|
$975
0.0% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$975
0.0% of portfolio
|
Q4 2023
Reduced 65.52%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
100
shares
|
$975
0.0% of portfolio
|
Q1 2025
Reduced 73.89%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
92
shares
|
$897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
85
shares
|
$828
0.0% of portfolio
|
Q4 2024
Added 165.63%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
81
shares
|
$789
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
78
shares
|
$760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
78
shares
|
$760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
71
shares
|
$692
0.0% of portfolio
|
Q4 2024
Reduced 71.02%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
70
shares
|
$682
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
63
shares
|
$614
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
59
shares
|
$575
0.0% of portfolio
|
Q2 2025
Reduced 62.89%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
58
shares
|
$565
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
50
shares
|
$487
0.0% of portfolio
|
Q1 2025
New holding
|