Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 649 institutions that hold shares in the stock, with a total of 409 Million shares, which have been reported (via 13F filing form) to have a value of $3.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
170,307
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
169,531
shares
|
$1.62 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
167,566
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
166,658
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2023
Reduced 14.99%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
163,745
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
162,187
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 57.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
160,517
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
154,843
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bain Capital Public Equity, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
154,464
shares
|
$1.48 Million
1.13% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
152,487
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
148,834
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
146,859
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 128.64%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
146,700
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
142,428
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Added 41.55%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
136,873
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Added 20.81%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
136,294
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
134,319
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
123,067
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
117,914
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2023
Added 19.21%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
117,000
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2022
Reduced 2.9%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
115,352
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.45%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
109,376
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
109,240
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,749
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
103,693
shares
|
$990,268
0.0% of portfolio
|
Q3 2024
Added 4.14%
|