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 |
|---|---|---|---|---|---|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
475,703
shares
|
$4.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
475,415
shares
|
$4.64 Million
0.17% of portfolio
|
Q3 2024
Added 107.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
464,598
shares
|
$4.53 Million
0.0% of portfolio
|
Q2 2025
Added 269.84%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
460,850
shares
|
$4.49 Million
0.0% of portfolio
|
Q2 2025
Added 34.67%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
454,621
shares
|
$4.43 Million
0.0% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Jul 28, 2025 Q2 2025 |
419,441
shares
|
$4.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
391,918
shares
|
$3.82 Million
0.01% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
382,214
shares
|
$3.73 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
354,041
shares
|
$3.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
346,597
shares
|
$3.38 Million
0.04% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
322,762
shares
|
$3.15 Million
0.32% of portfolio
|
Q2 2025
Reduced 24.7%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
315,796
shares
|
$3.08 Million
0.04% of portfolio
|
Q2 2025
Added 82.28%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
313,692
shares
|
$3.06 Million
0.03% of portfolio
|
Q2 2025
Added 7208.76%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
312,901
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
308,824
shares
|
$3.01 Million
0.14% of portfolio
|
Q2 2025
Added 54.92%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
306,291
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2025
Added 29.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
305,783
shares
|
$2.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
303,411
shares
|
$2.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
298,043
shares
|
$2.91 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.4%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
294,974
shares
|
$2.88 Million
0.02% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
279,381
shares
|
$2.72 Million
0.19% of portfolio
|
Q2 2025
Added 952.16%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
275,000
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
274,737
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
269,036
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
261,503
shares
|
$2.55 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.29%
|