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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Sell | -197,093 | -20.4% | 767,525 | $7.76M | Q4 2025 | Oct 27, 2026 |
| Cornerstone Financial Management Llc | Buy | +273 | — | 273 | $2.76K | Q4 2025 | Aug 28, 2026 |
| Kerr Financial Planning Corp | Sell | -263 | -100.0% | 0 | $0.00 | Q4 2025 | Jul 01, 2026 |
| Walsh & Associates, Llc | Buy | +100 | — | 100 | $1.01K | Q4 2025 | May 14, 2026 |
| Transmarket Holdings Lp | Buy | +656,505 | — | 656,505 | $6.64M | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +561 | — | 561 | $5.67K | Q4 2025 | May 12, 2026 |
| Vision Retirement, Llc | Buy | +2,418 | — | 2,418 | $24.45K | Q4 2025 | May 07, 2026 |
| Larry Mathis Financial Planning, Llc | Buy | +19,807 | — | 19,807 | $200.25K | Q4 2025 | Mar 11, 2026 |
| Union Savings Bank | Buy | +1,333 | — | 1,333 | $13.48K | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +8 | — | 8 | $81.00 | Q4 2025 | Mar 05, 2026 |
| Rehmann Capital Advisory Group | Buy | +31,183 | — | 31,183 | $315.26K | Q4 2025 | Mar 04, 2026 |
| Shp Wealth Management | Buy | +1,175 | — | 1,175 | $11.88K | Q4 2025 | Mar 04, 2026 |
| Anchor Investment Management, Llc | Buy | +400 | — | 400 | $4.04K | Q4 2025 | Feb 26, 2026 |
| Td Capital Management Llc | Buy | +140 | — | 140 | $1.42K | Q4 2025 | Feb 26, 2026 |
| Midfirst Bank | Buy | +11,059 | — | 11,059 | $111.81K | Q4 2025 | Feb 25, 2026 |
| Bell Investment Advisors, Inc | Buy | +326 | — | 326 | $3.30K | Q4 2025 | Feb 24, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +321 | — | 321 | $3.25K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Buy | +45 | +5.6% | 849 | $8.58K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +375 | — | 375 | $3.79K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +125,442 | — | 125,442 | $1.24M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +34,545 | — | 34,545 | $349.25K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +787 | — | 787 | $7.96K | Q4 2025 | Feb 19, 2026 |
| Birchwood Financial Partners, Inc. | Buy | +355 | — | 355 | $3.59K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +6,051,452 | — | 6,051,452 | $61.18M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +318,604 | — | 318,604 | $3.22M | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +214,286 | — | 214,286 | $2.17M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +125,409 | — | 125,409 | $1.27M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +25,736 | — | 25,736 | $260.19K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +22,571 | — | 22,571 | $228.20K | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +737 | — | 737 | $7.45K | Q4 2025 | Feb 18, 2026 |
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.
Related HLN Institutional Insights
- HLN Overview
- HLN 13F Institutional Holders
- HLN Superinvestors
- Healthcare Sector Institutional Ownership
- Healthcare Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Healthcare Stocks By Institutional Investors
- Most Sold Healthcare Stocks By Institutional Investors
- HLN Insider Trading & SEC Form 4 Activity
- HLN Articles
- Top Institutional Investor Stock Rankings