Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 647 institutions that hold shares in the stock, with a total of 413 Million shares, which have been reported (via 13F filing form) to have a value of $3.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,575
shares
|
$33,855
0.0% of portfolio
|
Q4 2023
Reduced 43.92%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
3,570
shares
|
$33,807
0.0% of portfolio
|
Q3 2024
Added 3470.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
3,513
shares
|
$33,268
0.01% of portfolio
|
Q4 2024
Added 2029.09%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
3,486
shares
|
$33,012
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,359
shares
|
$31,809
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,251
shares
|
$30,786
0.0% of portfolio
|
Q2 2024
Added 2.85%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,009
shares
|
$28,495
0.0% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,990
shares
|
$28,315
0.03% of portfolio
|
Q2 2024
Added 20.56%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,910
shares
|
$27,557
0.0% of portfolio
|
Q2 2023
Added 26.91%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
2,885
shares
|
$27,320
0.0% of portfolio
|
Q1 2024
Reduced 73.79%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
2,798
shares
|
$26,497
0.01% of portfolio
|
Q4 2024
Reduced 26.52%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
2,779
shares
|
$26,317
0.0% of portfolio
|
Q3 2024
Added 19.99%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,777
shares
|
$26,298
0.0% of portfolio
|
Q2 2024
Added 11.93%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
2,775
shares
|
$26,279
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
2,725
shares
|
$25,805
0.01% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
2,713
shares
|
$25,692
0.0% of portfolio
|
Q3 2024
Added 93.65%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,595
shares
|
$24,574
0.01% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,575
shares
|
$24,385
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,545
shares
|
$24,101
0.02% of portfolio
|
Q3 2024
Reduced 94.72%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,411
shares
|
$22,832
0.0% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
2,356
shares
|
$22,311
0.01% of portfolio
|
Q4 2024
Added 142.39%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
2,345
shares
|
$22,207
0.01% of portfolio
|
Q3 2024
Reduced 68.22%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,258
shares
|
$21,383
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,108
shares
|
$19,962
0.0% of portfolio
|
Q3 2024
Added 79.25%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,000
shares
|
$18,940
0.02% of portfolio
|
Q4 2024
New holding
|