Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 643 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 $3.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
914
shares
|
$8,582
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
911
shares
|
$8,554
0.0% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
882
shares
|
$8,281
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
852
shares
|
$8,000
0.0% of portfolio
|
Q3 2023
Reduced 6.37%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
836
shares
|
$7,850
0.0% of portfolio
|
Q1 2024
Added 67.2%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
804
shares
|
$7,549
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
800
shares
|
$7,512
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
798
shares
|
$7,493
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
767
shares
|
$7,202
0.0% of portfolio
|
Q3 2024
Added 27.83%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
741
shares
|
$6,957
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
740
shares
|
$6,948
0.0% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
736
shares
|
$6,911
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
734
shares
|
$6,892
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
719
shares
|
$6,751
0.0% of portfolio
|
Q3 2024
Reduced 52.67%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
705
shares
|
$6,619
0.0% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
700
shares
|
$6,573
0.0% of portfolio
|
Q2 2023
Reduced 28.21%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
700
shares
|
$6,573
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
695
shares
|
$6,526
0.01% of portfolio
|
Q2 2024
Reduced 15.24%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
682
shares
|
$6,403
0.01% of portfolio
|
Q1 2023
Reduced 66.37%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
681
shares
|
$6,394
0.0% of portfolio
|
Q4 2023
Reduced 65.52%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
676
shares
|
$6,347
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
636
shares
|
$5,972
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
628
shares
|
$5,896
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
589
shares
|
$5,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
587
shares
|
$5,511
0.0% of portfolio
|
Q4 2024
Added 9.31%
|