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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
117,914
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2023
Added 19.21%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
117,000
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2022
Reduced 2.9%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
109,240
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,749
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
102,100
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 454.89%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
100,594
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
American Assets Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
100,000
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Canal Insurance CO
|
Jan 22, 2025 Q4 2024 |
100,000
shares
|
$1.02 Million
0.25% of portfolio
|
Q3 2022
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
99,937
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
97,649
shares
|
$991,137
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
95,266
shares
|
$966,949
0.0% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jan 21, 2025 Q4 2024 |
93,787
shares
|
$951,938
0.19% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
93,607
shares
|
$950,111
0.09% of portfolio
|
Q4 2024
Reduced 38.31%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
91,314
shares
|
$926,837
0.43% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
88,757
shares
|
$900,883
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
88,100
shares
|
$894,215
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
85,690
shares
|
$869,753
0.01% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Feb 12, 2025 Q4 2024 |
85,509
shares
|
$867,916
0.06% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
84,803
shares
|
$860,750
0.39% of portfolio
|
Q2 2024
Reduced 9.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
84,460
shares
|
$857,269
0.01% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
82,004
shares
|
$832,340
0.12% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
81,958
shares
|
$831,873
0.03% of portfolio
|
Q4 2024
Added 101.59%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
81,613
shares
|
$828,371
0.03% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
80,835
shares
|
$820,475
0.01% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
80,123
shares
|
$813,248
0.0% of portfolio
|
Q3 2022
New holding
|