Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 691 institutions that hold shares in the stock, with a total of 478 Million shares, which have been reported (via 13F filing form) to have a value of $4.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
96,973
shares
|
$955,184
0.22% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
95,252
shares
|
$938,232
0.02% of portfolio
|
Q3 2025
Added 52.33%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
94,949
shares
|
$935,247
0.01% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
93,783
shares
|
$923,762
0.02% of portfolio
|
Q2 2025
Added 326.56%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
93,631
shares
|
$922,265
0.01% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
93,526
shares
|
$921,231
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Oct 14, 2025 Q3 2025 |
90,805
shares
|
$894,429
0.11% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
89,400
shares
|
$880,590
0.0% of portfolio
|
Q2 2025
Reduced 98.65%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
84,803
shares
|
$835,309
0.39% of portfolio
|
Q2 2024
Reduced 9.08%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
81,613
shares
|
$803,888
0.02% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
80,784
shares
|
$795,722
0.02% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
80,123
shares
|
$789,211
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
79,468
shares
|
$782,759
0.0% of portfolio
|
Q2 2025
Reduced 51.2%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
79,076
shares
|
$778,898
0.0% of portfolio
|
Q2 2025
Added 79.1%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
78,593
shares
|
$774,141
0.33% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
78,287
shares
|
$771,126
0.01% of portfolio
|
Q3 2025
Added 18.23%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
77,238
shares
|
$760,794
0.01% of portfolio
|
Q3 2025
Added 20.01%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Jul 29, 2025 Q2 2025 |
76,806
shares
|
$756,539
0.08% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
74,539
shares
|
$734,209
0.01% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
73,794
shares
|
$726,870
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
73,101
shares
|
$720,044
0.04% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
72,712
shares
|
$716,213
0.15% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
72,497
shares
|
$714,095
0.24% of portfolio
|
Q3 2025
Added 24.98%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
72,121
shares
|
$710,391
0.03% of portfolio
|
Q2 2025
Added 48.21%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
71,695
shares
|
$706,195
0.19% of portfolio
|
Q3 2025
New holding
|