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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
65,942
shares
|
$635,680
0.25% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Mane Global Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
64,024
shares
|
$617,191
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
63,773
shares
|
$614,771
0.01% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
62,572
shares
|
$603,194
0.0% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
62,533
shares
|
$602,818
0.19% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
61,931
shares
|
$597,014
0.01% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
60,817
shares
|
$586,275
0.07% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
60,199
shares
|
$580,318
0.02% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
59,125
shares
|
$569,965
0.05% of portfolio
|
Q4 2024
Added 21.51%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
58,329
shares
|
$562,291
0.01% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
58,002
shares
|
$559,139
0.0% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
57,527
shares
|
$554,560
0.0% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
55,987
shares
|
$539,714
0.11% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
55,009
shares
|
$530,286
0.03% of portfolio
|
Q1 2025
Added 53.6%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
55,003
shares
|
$530,228
0.01% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
53,752
shares
|
$518,169
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
53,269
shares
|
$513,513
0.15% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
51,939
shares
|
$500,691
0.02% of portfolio
|
Q1 2025
Added 31.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
51,771
shares
|
$499,072
0.0% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
51,449
shares
|
$495,968
0.0% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
49,886
shares
|
$480,901
0.0% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
49,467
shares
|
$476,861
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
49,440
shares
|
$476,601
0.07% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
49,385
shares
|
$476,071
0.01% of portfolio
|
Q2 2024
Added 16.59%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
49,347
shares
|
$475,705
0.16% of portfolio
|
Q1 2025
Reduced 9.52%
|