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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
61,266
shares
|
$621,849
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
60,949
shares
|
$618,632
0.0% of portfolio
|
Q4 2024
Added 80.4%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
59,214
shares
|
$601,022
0.02% of portfolio
|
Q4 2024
Added 128.05%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
59,125
shares
|
$600,118
0.05% of portfolio
|
Q4 2024
Added 21.51%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
58,527
shares
|
$594,049
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
57,423
shares
|
$582,843
0.0% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
56,683
shares
|
$575,332
0.18% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
56,195
shares
|
$570,379
0.0% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
55,987
shares
|
$568,268
0.11% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
55,752
shares
|
$565,882
0.07% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
54,540
shares
|
$553,581
0.16% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
54,421
shares
|
$552,373
0.0% of portfolio
|
Q4 2024
Reduced 75.62%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
54,177
shares
|
$549,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
53,902
shares
|
$547,105
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
52,766
shares
|
$535,574
0.0% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
51,724
shares
|
$524,998
0.0% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
51,678
shares
|
$524,531
0.0% of portfolio
|
Q4 2024
Added 28.12%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
50,897
shares
|
$516,604
0.0% of portfolio
|
Q4 2024
Reduced 76.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
50,891
shares
|
$516,543
0.0% of portfolio
|
Q4 2024
Added 24.51%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
50,245
shares
|
$509,986
0.01% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
49,385
shares
|
$501,257
0.01% of portfolio
|
Q2 2024
Added 16.59%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
49,168
shares
|
$499,055
0.01% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
48,829
shares
|
$495,614
0.03% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
48,795
shares
|
$495,269
0.0% of portfolio
|
Q4 2024
Reduced 12.23%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
48,663
shares
|
$493,929
0.02% of portfolio
|
Q4 2024
Reduced 8.05%
|