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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
47,868
shares
|
$485,860
0.01% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
47,519
shares
|
$482,317
0.01% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
47,099
shares
|
$478,054
0.04% of portfolio
|
Q4 2024
Added 131.39%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
46,800
shares
|
$475,020
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
46,742
shares
|
$474,431
0.09% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Cardinal Capital Management
|
Jan 31, 2025 Q4 2024 |
46,542
shares
|
$472,401
0.07% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
46,428
shares
|
$471,244
0.01% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
45,523
shares
|
$462,058
0.0% of portfolio
|
Q4 2024
Added 198.57%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
44,585
shares
|
$452,537
0.01% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
43,566
shares
|
$442,194
0.01% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
41,787
shares
|
$424,138
0.02% of portfolio
|
Q4 2024
Added 22.93%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
41,214
shares
|
$418,322
0.0% of portfolio
|
Q4 2024
Reduced 39.14%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
41,212
shares
|
$418,301
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
40,696
shares
|
$413,064
0.03% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
40,061
shares
|
$406,619
0.01% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
39,411
shares
|
$400,021
0.0% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
39,399
shares
|
$399,899
0.01% of portfolio
|
Q4 2024
Added 13.59%
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
39,034
shares
|
$396,195
0.06% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
38,945
shares
|
$395,291
0.0% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
38,569
shares
|
$391,475
0.03% of portfolio
|
Q4 2024
Reduced 64.34%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
37,768
shares
|
$383,345
0.02% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
37,475
shares
|
$380,371
0.0% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
37,015
shares
|
$375,702
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Feb 12, 2025 Q4 2024 |
36,720
shares
|
$372,708
0.1% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
36,612
shares
|
$371,611
0.01% of portfolio
|
Q4 2024
Added 50.92%
|