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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
26
shares
|
$250
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
26
shares
|
$250
0.0% of portfolio
|
Q2 2025
Reduced 94.27%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
25
shares
|
$241
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
25
shares
|
$241
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
22
shares
|
$212
0.0% of portfolio
|
Q3 2023
Reduced 88.54%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
17
shares
|
$163
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
13
shares
|
$125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
7
shares
|
$67
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
3
shares
|
$28
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q2 2025
Reduced 99.83%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|