Who Owns HALEON PLC (HLN)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $3.6M of HALEON PLC (HLN) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($991,387), TRUST POINT INC. ($502,916), Central Pacific Bank - Trust Division ($400,630), GAMMA Investing LLC ($324,777), Arlington Partners LLC ($278,277). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $991,387 | 106,258 | Added |
| 2 | TRUST POINT INC. | $502,916 | 53,903 | Trimmed |
| 3 | Central Pacific Bank - Trust Division | $400,630 | 42,940 | Hold |
| 4 | GAMMA Investing LLC | $324,777 | 34,810 | Added |
| 5 | Arlington Partners LLC | $278,277 | 29,826 | Added |
| 6 | Pacific Excel Wealth Advisors, Inc. | $208,507 | 22,348 | New |
| 7 | Valeo Financial Advisors, LLC | $184,632 | 19,789 | Trimmed |
| 8 | Beacon Financial Strategies CORP | $159,472 | 19,888 | Hold |
| 9 | Versant Capital Management, Inc | $158,311 | 16,968 | Trimmed |
| 10 | Hilltop National Bank | $146,220 | 15,672 | Added |
| 11 | Ballew Advisors, Inc | $121,897 | 12,413 | Added |
| 12 | Grove Bank & Trust | $28,074 | 3,009 | Hold |
| 13 | EASTERN BANK | $20,853 | 2,235 | Hold |
| 14 | CoreCap Advisors, LLC | $13,137 | 1,408 | Hold |
| 15 | CX Institutional | $10,000 | 1,040 | Added |
| 16 | ELEVATION WEALTH PARTNERS, LLC | $8,621 | 924 | New |
| 17 | Arlington Trust Co LLC | $7,651 | 820 | Hold |
| 18 | Retirement Wealth Solutions LLC | $3,593 | 385 | Trimmed |
| 19 | Beaird Harris Wealth Management, LLC | $2,632 | 282 | Hold |
| 20 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $2,137 | 229 | Hold |
| 21 | HARBOR INVESTMENT ADVISORY, LLC | $933 | 100 | Hold |
| 22 | MOODY NATIONAL BANK TRUST DIVISION | $0 | 0 | Exited |
| 23 | SANDERS MORRIS HARRIS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30