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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
19,168
shares
|
$194,555
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
19,104
shares
|
$193,905
0.0% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
19,063
shares
|
$193,489
0.0% of portfolio
|
Q4 2024
Added 27.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
19,022
shares
|
$193,073
0.0% of portfolio
|
Q4 2024
Added 43.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
18,816
shares
|
$190,982
0.0% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
18,307
shares
|
$185,816
0.01% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
18,244
shares
|
$185,176
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
18,137
shares
|
$184,090
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
18,097
shares
|
$183,684
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
17,975
shares
|
$182,446
0.01% of portfolio
|
Q3 2023
Added 29.15%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
17,907
shares
|
$181,756
0.05% of portfolio
|
Q4 2024
Reduced 17.19%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
17,807
shares
|
$180,741
0.01% of portfolio
|
Q4 2023
Reduced 8.0%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
17,545
shares
|
$178,081
0.01% of portfolio
|
Q4 2024
Reduced 21.66%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
17,500
shares
|
$177,625
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
17,339
shares
|
$175,990
0.02% of portfolio
|
Q2 2024
Reduced 20.72%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
17,225
shares
|
$174,833
0.0% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
17,198
shares
|
$174,559
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
17,073
shares
|
$173,290
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,764
shares
|
$170,154
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
16,700
shares
|
$169,505
0.02% of portfolio
|
Q1 2024
Added 4.38%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
16,633
shares
|
$168,824
0.03% of portfolio
|
Q4 2024
Added 342.84%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
16,613
shares
|
$168,621
0.0% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
16,463
shares
|
$167,099
0.0% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
16,260
shares
|
$165,039
0.1% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
16,187
shares
|
$164,298
0.01% of portfolio
|
Q4 2024
Reduced 21.75%
|