Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 663 institutions that hold shares in the stock, with a total of 432 Million shares, which have been reported (via 13F filing form) to have a value of $4.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
28,440
shares
|
$288,666
0.01% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
28,251
shares
|
$286,747
0.0% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
28,112
shares
|
$285,336
0.01% of portfolio
|
Q4 2024
Added 104.26%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
27,323
shares
|
$277,328
0.0% of portfolio
|
Q4 2024
Added 78.83%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
27,255
shares
|
$276,638
0.01% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
26,961
shares
|
$273,654
0.0% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
26,393
shares
|
$267,888
0.0% of portfolio
|
Q4 2024
Added 99.18%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
26,130
shares
|
$265,219
0.0% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
25,842
shares
|
$262,296
0.0% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
25,812
shares
|
$261,991
0.0% of portfolio
|
Q4 2024
Added 157.01%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
25,685
shares
|
$260,702
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
25,522
shares
|
$259,048
0.14% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
24,724
shares
|
$250,948
0.02% of portfolio
|
Q3 2024
Reduced 41.3%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
24,714
shares
|
$250,847
0.02% of portfolio
|
Q4 2024
Added 19.74%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
24,482
shares
|
$248,492
0.0% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
24,472
shares
|
$248,390
0.0% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
24,080
shares
|
$244,412
0.02% of portfolio
|
Q3 2023
Reduced 3.38%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,804
shares
|
$241,610
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
23,597
shares
|
$239,509
0.04% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
23,578
shares
|
$239,316
0.03% of portfolio
|
Q4 2024
Reduced 51.69%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
23,326
shares
|
$236,758
0.0% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
23,133
shares
|
$234,799
0.06% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
22,858
shares
|
$232,008
0.0% of portfolio
|
Q4 2024
Added 18.98%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
22,810
shares
|
$231,521
0.07% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
22,798
shares
|
$231,399
0.0% of portfolio
|
Q4 2024
Added 1.1%
|