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 |
|---|---|---|---|---|---|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
70,809
shares
|
$690,387
0.05% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
69,974
shares
|
$682,246
0.11% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
68,758
shares
|
$670,390
0.03% of portfolio
|
Q2 2025
Added 16.29%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
67,109
shares
|
$654,312
0.21% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
66,324
shares
|
$646,659
0.01% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
66,217
shares
|
$645,615
0.02% of portfolio
|
Q2 2025
Added 43.91%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
65,942
shares
|
$642,934
0.25% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
65,361
shares
|
$637,269
0.02% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
64,712
shares
|
$630,942
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
64,557
shares
|
$629,430
0.23% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
64,515
shares
|
$629,021
0.0% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
64,360
shares
|
$627,510
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
64,234
shares
|
$626,281
0.0% of portfolio
|
Q2 2025
Added 28.76%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
63,471
shares
|
$618,842
0.01% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
63,266
shares
|
$616,843
0.18% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
62,530
shares
|
$609,667
0.02% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
60,944
shares
|
$594,204
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
60,817
shares
|
$592,965
0.07% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
60,138
shares
|
$586,345
0.05% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
59,977
shares
|
$584,775
0.0% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
59,243
shares
|
$577,619
0.0% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
58,007
shares
|
$565,568
0.27% of portfolio
|
Q2 2025
Added 21.8%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
56,978
shares
|
$555,535
0.02% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
56,641
shares
|
$552,249
0.01% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
56,625
shares
|
$552,093
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|