HLN Haleon plc

NYSE
$8.87

Haleon plc (HLN) Institutional Ownership

What the institutions did with HLN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
10
filed both this quarter and last
Managers holding
8
-2 on the quarter
Buyers
2
0 opened new
Sellers
7
2 sold out entirely
Buyer share
22.2%
of managers who traded it
Breadth
-55.6
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

Sign in or subscribe

Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
BAKER TILLY WEALTH MANAGEMENT, LLC 81.2K 49.7%
Central Pacific Bank - Trust Division 42.5K 26.0%
Versant Capital Management, Inc 25.5K 15.6%
Marotta Asset Management 11.0K 6.7%
EASTERN BANK 1.3K 0.8%
CX Institutional 1.0K 0.6%
Rosenberg Matthew Hamilton 800 0.5%
Planning Strategies Inc. 124 0.1%

Largest changes

Manager Action Previous Current Change
CONFLUENCE INVESTMENT MANAGEMENT LLC Sold Out 106.3K 0 -106.3K
Ballew Advisors, Inc Sold Out 12.4K 0 -12.4K
Versant Capital Management, Inc Increased 17.0K 25.5K +8.5K
BAKER TILLY WEALTH MANAGEMENT, LLC Increased 75.4K 81.2K +5.9K
EASTERN BANK Reduced 2.2K 1.3K -950
Central Pacific Bank - Trust Division Reduced 42.9K 42.5K -480
Marotta Asset Management Reduced 11.3K 11.0K -327
Rosenberg Matthew Hamilton Reduced 1.1K 800 -295
Planning Strategies Inc. Reduced 200 124 -76

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.