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 |
|---|---|---|---|---|---|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
49,344
shares
|
$475,676
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
49,168
shares
|
$473,979
0.01% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
48,795
shares
|
$470,383
0.0% of portfolio
|
Q4 2024
Reduced 12.23%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
48,663
shares
|
$469,111
0.02% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
48,122
shares
|
$463,896
0.0% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
47,625
shares
|
$459,105
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
47,046
shares
|
$453,523
0.01% of portfolio
|
Q1 2025
Reduced 24.77%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
46,969
shares
|
$452,781
0.07% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
46,800
shares
|
$451,152
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
46,328
shares
|
$446,601
0.0% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
46,047
shares
|
$443,893
0.04% of portfolio
|
Q1 2025
Added 26.97%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
46,014
shares
|
$443,574
0.01% of portfolio
|
Q1 2025
Reduced 22.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
45,744
shares
|
$440,972
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
45,194
shares
|
$435,670
0.01% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
44,897
shares
|
$432,807
0.01% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
44,891
shares
|
$432,749
0.01% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
44,792
shares
|
$431,794
0.03% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
44,153
shares
|
$425,634
0.0% of portfolio
|
Q1 2025
Added 28.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
43,966
shares
|
$423,832
0.01% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
43,146
shares
|
$415,927
0.02% of portfolio
|
Q1 2025
Added 44.4%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
41,946
shares
|
$404,359
0.02% of portfolio
|
Q2 2025
Added 170.93%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
41,263
shares
|
$397,775
0.01% of portfolio
|
Q2 2025
Reduced 60.38%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
41,214
shares
|
$397,302
0.01% of portfolio
|
Q4 2024
Reduced 39.14%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
41,183
shares
|
$397,004
0.02% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
40,805
shares
|
$393,360
0.04% of portfolio
|
Q2 2025
Reduced 42.7%
|