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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
347
shares
|
$3,522
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
338
shares
|
$3,430
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
326
shares
|
$3,308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
318
shares
|
$3,227
0.0% of portfolio
|
Q4 2023
Reduced 61.96%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
305
shares
|
$3,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
304
shares
|
$3,085
0.0% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
300
shares
|
$3,045
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
300
shares
|
$3,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
300
shares
|
$3,045
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
293
shares
|
$2,973
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
291
shares
|
$2,953
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
271
shares
|
$2,750
0.0% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
271
shares
|
$2,750
0.0% of portfolio
|
Q1 2023
Reduced 23.66%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
260
shares
|
$2,639
0.0% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
245
shares
|
$2,486
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
241
shares
|
$2,446
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
229
shares
|
$2,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
226
shares
|
$2,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
221
shares
|
$2,243
0.0% of portfolio
|
Q2 2024
Reduced 31.15%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
221
shares
|
$2,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
215
shares
|
$2,182
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
208
shares
|
$2,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
188
shares
|
$1,908
0.0% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
185
shares
|
$1,877
0.0% of portfolio
|
Q1 2024
Reduced 35.09%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
175
shares
|
$1,776
0.0% of portfolio
|
Q4 2022
New holding
|