HLN — Haleon PLC Institutional Holders · Q3 2026

Name: Who Owns HLN? 27 Institutions Hold $62.3M (Q3 2026)
Creator: ko.io

Who owns Haleon PLC (HLN)? 27 institutions reported holding $62.34M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Douglas Lane & Associates, LLC ($58.9M), Baker Tilly Wealth Management, LLC ($731,185), Legacy Wealth Asset Management, LLC ($613,431).

Rank	Institution	Value	Shares	Change
1	Douglas Lane & Associates, LLC	$58.9M	6.5M	Trimmed
2	BAKER TILLY WEALTH MANAGEMENT, LLC	$731,185	81,243	Added
3	Legacy Wealth Asset Management, LLC	$613,431	68,159	Added
4	Keystone Financial Planning, Inc.	$439,579	48,842	Trimmed
5	Central Pacific Bank - Trust Division	$382,140	42,460	Trimmed
6	GAMMA Investing LLC	$343,953	38,217	Added
7	Farther Finance Advisors, LLC	$310,248	34,472	Added
8	Versant Capital Management, Inc	$229,329	25,481	Added
9	Valeo Financial Advisors, LLC	$164,402	18,267	Trimmed
10	Marotta Asset Management	$98,676	10,964	Trimmed
11	Grove Bank & Trust	$19,800	2,200	Trimmed
12	CoreCap Advisors, LLC	$13,842	1,538	Added
13	EASTERN BANK	$11,565	1,285	Trimmed
14	GILPIN WEALTH MANAGEMENT, LLC	$9,846	1,094	New
15	CX Institutional	$9,000	1,040	Hold
16	ELEVATION WEALTH PARTNERS, LLC	$8,316	924	Hold
17	TOTH FINANCIAL ADVISORY CORP	$7,956	884	Added
18	Rosenberg Matthew Hamilton	$7,200	800	Trimmed
19	ARMSTRONG ADVISORY GROUP, INC	$4,852	962	Hold
20	Retirement Wealth Solutions LLC	$2,781	309	Trimmed
21	Bullock Wealth Management Group	$2,468	283	Hold
22	Bank of New Hampshire	$1,800	200	New
23	Bank & Trust Co	$1,467	163	Hold
24	Planning Strategies Inc.	$1,116	124	Trimmed
25	Trust Co	$333	37	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30