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 $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
134
shares
|
$1,268
0.0% of portfolio
|
Q3 2023
Reduced 12.99%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
130
shares
|
$1,231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
128
shares
|
$1,212
0.0% of portfolio
|
Q2 2024
Added 4.07%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
128
shares
|
$1,212
0.0% of portfolio
|
Q3 2024
Reduced 43.86%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
125
shares
|
$1,183
0.0% of portfolio
|
Q2 2024
Reduced 50.59%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
113
shares
|
$1,070
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
108
shares
|
$1,022
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
105
shares
|
$994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$947
0.0% of portfolio
|
Q4 2023
Reduced 65.52%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
100
shares
|
$947
0.0% of portfolio
|
Q3 2023
Reduced 88.97%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$947
0.0% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
100
shares
|
$947
0.0% of portfolio
|
Q2 2023
Reduced 82.21%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
100
shares
|
$947
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$947
0.0% of portfolio
|
Q3 2024
Reduced 78.31%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
100
shares
|
$947
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$947
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
100
shares
|
$947
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
98
shares
|
$928
0.0% of portfolio
|
Q2 2024
Added 34.25%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
89
shares
|
$842
0.0% of portfolio
|
Q3 2024
Reduced 54.12%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
83
shares
|
$786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
78
shares
|
$738
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
76
shares
|
$719
0.0% of portfolio
|
Q4 2024
Reduced 16.48%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
63
shares
|
$596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
60
shares
|
$568
0.0% of portfolio
|
Q1 2024
Reduced 64.5%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
58
shares
|
$549
0.0% of portfolio
|
Q4 2023
New holding
|