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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
41
shares
|
$384
0.0% of portfolio
|
Q2 2023
Reduced 57.29%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
41
shares
|
$384
0.0% of portfolio
|
Q4 2024
Reduced 36.92%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
32
shares
|
$300
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
31
shares
|
$291
0.0% of portfolio
|
Q4 2024
Reduced 94.04%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
30
shares
|
$281
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
27
shares
|
$253
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
25
shares
|
$234
0.0% of portfolio
|
Q4 2024
Reduced 95.24%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
25
shares
|
$234
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
22
shares
|
$206
0.0% of portfolio
|
Q3 2023
Reduced 88.54%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
6
shares
|
$56
0.0% of portfolio
|
Q4 2023
Reduced 89.29%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
3
shares
|
$28
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
3
shares
|
$28
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1
shares
|
$9
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|