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 |
|---|---|---|---|---|---|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
400
shares
|
$3,756
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
393
shares
|
$3,690
0.0% of portfolio
|
Q3 2024
Added 5679.9%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
375
shares
|
$3,521
0.0% of portfolio
|
Q2 2024
Added 650.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
368
shares
|
$3,455
0.0% of portfolio
|
Q3 2024
Reduced 34.17%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
362
shares
|
$3,399
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
356
shares
|
$3,342
0.0% of portfolio
|
Q4 2024
Added 39.06%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
354
shares
|
$3,324
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
348
shares
|
$3,267
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
347
shares
|
$3,258
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
338
shares
|
$3,173
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
318
shares
|
$2,986
0.0% of portfolio
|
Q4 2023
Reduced 61.96%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
300
shares
|
$2,817
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$2,817
0.0% of portfolio
|
Q1 2024
Reduced 31.66%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
300
shares
|
$2,817
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
300
shares
|
$2,817
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
300
shares
|
$2,817
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
293
shares
|
$2,751
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
291
shares
|
$2,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
271
shares
|
$2,544
0.0% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
271
shares
|
$2,544
0.0% of portfolio
|
Q1 2023
Reduced 23.66%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
268
shares
|
$2,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
260
shares
|
$2,441
0.0% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
245
shares
|
$2,300
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
245
shares
|
$2,300
0.0% of portfolio
|
Q1 2024
Reduced 16.95%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
241
shares
|
$2,262
0.0% of portfolio
|
Q2 2024
New holding
|