HALEON PLC-ADR (HLN) Institutional Ownership Changes & 13F Activity

HALEON PLC-ADR (HLN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Transmarket Holdings Lp, Mercer Global Advisors Inc, Vident Advisory, Llc, and Neuberger Berman Group Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcSell-197,093-20.4%767,525$7.76MQ4 2025Oct 27, 2026
Cornerstone Financial Management LlcBuy+273—273$2.76KQ4 2025Aug 28, 2026
Kerr Financial Planning CorpSell-263-100.0%0$0.00Q4 2025Jul 01, 2026
Walsh & Associates, LlcBuy+100—100$1.01KQ4 2025May 14, 2026
Transmarket Holdings LpBuy+656,505—656,505$6.64MQ4 2025May 13, 2026
Strategic Wealth Partners, Ltd.Buy+561—561$5.67KQ4 2025May 12, 2026
Vision Retirement, LlcBuy+2,418—2,418$24.45KQ4 2025May 07, 2026
Larry Mathis Financial Planning, LlcBuy+19,807—19,807$200.25KQ4 2025Mar 11, 2026
Union Savings BankBuy+1,333—1,333$13.48KQ4 2025Mar 06, 2026
BaybanBuy+8—8$81.00Q4 2025Mar 05, 2026
Rehmann Capital Advisory GroupBuy+31,183—31,183$315.26KQ4 2025Mar 04, 2026
Shp Wealth ManagementBuy+1,175—1,175$11.88KQ4 2025Mar 04, 2026
Anchor Investment Management, LlcBuy+400—400$4.04KQ4 2025Feb 26, 2026
Td Capital Management LlcBuy+140—140$1.42KQ4 2025Feb 26, 2026
Midfirst BankBuy+11,059—11,059$111.81KQ4 2025Feb 25, 2026
Bell Investment Advisors, IncBuy+326—326$3.30KQ4 2025Feb 24, 2026
Beaird Harris Wealth Management, LlcBuy+321—321$3.25KQ4 2025Feb 23, 2026
Mv Capital Management, Inc.Buy+45+5.6%849$8.58KQ4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+375—375$3.79KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+125,442—125,442$1.24MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+34,545—34,545$349.25KQ4 2025Feb 19, 2026
Mcguire Capital Advisors IncBuy+787—787$7.96KQ4 2025Feb 19, 2026
Birchwood Financial Partners, Inc.Buy+355—355$3.59KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+6,051,452—6,051,452$61.18MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+318,604—318,604$3.22MQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+214,286—214,286$2.17MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+125,409—125,409$1.27MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+25,736—25,736$260.19KQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+22,571—22,571$228.20KQ4 2025Feb 18, 2026
Vermillion & White Wealth Management Group, LlcBuy+737—737$7.45KQ4 2025Feb 18, 2026
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Frequently asked questions about HLN activity

  • Which institutional owners are buying HLN?

    Institutional owners buying HLN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HLN activity?

    "Buy" means an investor increased their reported position in HLN compared to the prior reporting period. This reflects growing exposure to HALEON PLC-ADR (HLN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HLN increasing?

    Institutional interest in HLN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.