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 |
|---|---|---|---|---|---|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jul 22, 2025 Q2 2025 |
92,169
shares
|
$888,509
0.0% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
88,095
shares
|
$849,235
0.26% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
85,411
shares
|
$823,362
0.01% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
85,238
shares
|
$821,694
0.13% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
84,803
shares
|
$817,500
0.39% of portfolio
|
Q2 2024
Reduced 9.08%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
84,743
shares
|
$816,922
0.07% of portfolio
|
Q2 2025
Added 28.26%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
84,698
shares
|
$816,488
0.01% of portfolio
|
Q2 2025
Added 123.27%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
84,413
shares
|
$813,741
0.01% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
81,912
shares
|
$789,631
0.42% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
81,613
shares
|
$786,749
0.03% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
May 15, 2025 Q1 2025 |
81,419
shares
|
$784,879
0.08% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
80,123
shares
|
$772,385
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
79,868
shares
|
$769,927
0.61% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
78,883
shares
|
$760,432
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
78,751
shares
|
$759,159
0.01% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
76,633
shares
|
$738,742
0.0% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
75,286
shares
|
$725,757
0.03% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
73,288
shares
|
$706,496
0.1% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
72,374
shares
|
$697,685
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
69,573
shares
|
$670,683
0.06% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
69,350
shares
|
$668,534
0.0% of portfolio
|
Q1 2025
Added 264.58%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
68,175
shares
|
$657,207
0.06% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
67,871
shares
|
$654,276
0.22% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
67,542
shares
|
$651,104
0.03% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
66,252
shares
|
$638,669
0.24% of portfolio
|
Q1 2025
Reduced 6.09%
|