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Haleon (HLN) Institutional Ownership

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$9.24 +0.05 (+0.49%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Haleon (NYSE:HLN)

Current
Institutional Ownership
Percentage
6.67%
Number of
Institutional Buyers
(last 12 months)
222
Total
Institutional Inflows
(last 12 months)
$553.06M
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$140.12M
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HLN Institutional Buying and Selling by Quarter

Haleon Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Riverbridge Partners LLC15,363$147K0.0%-30.1%0.000%
1/17/2025Janney Montgomery Scott LLC850,563$8.11M0.0%+13.3%0.019%
1/17/2025Atomi Financial Group Inc.33,875$323K0.0%+50.4%0.001%
1/16/2025Crossmark Global Holdings Inc.499,430$4.76M0.1%+3.9%0.011%
1/16/2025Ballentine Partners LLC26,961$257K0.0%+18.1%0.001%
1/16/2025Clarius Group LLC58,527$558K0.0%N/A0.001%
1/15/2025 Aaron Wealth Advisors LLC32,718$312K0.0%+11.4%0.001%
1/15/2025 Ameritas Advisory Services LLC18,307$175K0.0%+14.1%0.000%
1/15/2025 HB Wealth Management LLC64,402$614K0.0%+27.1%0.001%
1/15/2025 Cohen Klingenstein LLC81,613$779K0.0%-8.6%0.002%
1/15/2025 Brooklyn Investment Group6,080$58K0.0%+168.1%0.000%
1/15/2025 Merit Financial Group LLC15,960$152K0.0%N/A0.000%
1/15/2025 Procyon Advisors LLC230,240$2.20M0.1%+41.3%0.005%
1/15/2025 Ritholtz Wealth Management59,214$565K0.0%+128.1%0.001%
1/15/2025 Legacy Wealth Asset Management LLC68,238$651K0.2%-5.6%0.002%
1/14/2025 Heritage Family Offices LLP91,314$871K0.4%+7.4%0.002%
1/14/2025 Park Avenue Securities LLC142,428$1.36M0.0%+41.5%0.003%
1/14/2025 Kathmere Capital Management LLC47,099$449K0.0%+131.4%0.001%
1/14/2025 SeaCrest Wealth Management LLC10,696$102K0.0%N/A0.000%
1/14/2025 Wallace Advisory Group LLC11,929$126K0.1%-32.0%0.000%
1/13/2025 Marcum Wealth LLC24,714$236K0.0%+19.7%0.001%
1/13/2025 AdvisorNet Financial Inc6,221$59K0.0%-34.0%0.000%
1/13/2025 PFW Advisors LLC10,381$99K0.0%N/A0.000%
1/13/2025 Keystone Financial Planning Inc.224,919$2.15M0.7%-2.7%0.005%
1/13/2025 JTC Employer Solutions Trustee Ltd38,569$367K0.0%-64.3%0.001%
1/13/2025 Fiduciary Alliance LLC11,753$112K0.0%N/A0.000%
1/10/2025 Baker Tilly Wealth Management LLC67,384$643K0.3%+13.6%0.001%
1/8/2025 Douglas Lane & Associates LLC8,624,149$82.27M1.2%+1.9%0.191%
1/3/2025 GAMMA Investing LLC21,258$203K0.0%+41.3%0.000%
1/3/2025 Versant Capital Management Inc3,513$34K0.0%+2,029.1%0.000%
1/2/2025 Old Port Advisors17,907$171K0.0%-17.2%0.000%
12/26/2024JPMorgan Chase & Co.5,084,202$53.79M0.0%+25.3%0.112%
12/13/2024B. Riley Wealth Advisors Inc.17,498$184K0.0%-12.9%0.000%
11/27/2024Franklin Resources Inc.254,819$2.57M0.0%-1.6%0.006%
11/26/2024Peapack Gladstone Financial Corp44,844$474K0.0%+3.2%0.001%
11/25/2024Synovus Financial Corp148,834$1.58M0.0%+0.8%0.003%
11/25/2024Wilmington Savings Fund Society FSB19,211$203K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC245,310$2.37M0.0%+25.0%0.005%
11/18/2024Rehmann Capital Advisory Group13,675$147K0.0%-9.1%0.000%
11/18/2024Toronto Dominion Bank3,570$38K0.0%+3,470.0%0.000%
11/18/2024Coldstream Capital Management Inc.24,259$257K0.0%-10.5%0.001%
11/15/2024Y Intercept Hong Kong Ltd56,752$600K0.0%N/A0.001%
11/15/2024MML Investors Services LLC292,782$3.10M0.0%-15.4%0.006%
11/15/2024Orion Portfolio Solutions LLC389,472$4.12M0.1%-28.3%0.009%
11/15/2024National Bank of Canada FI4,730$50K0.0%-43.5%0.000%
11/15/2024EP Wealth Advisors LLC26,982$285K0.0%+34.2%0.001%
11/15/2024Insigneo Advisory Services LLC35,961$380K0.0%+6.6%0.001%
11/15/2024Jane Street Group LLC264,977$2.80M0.0%+1,689.4%0.006%
11/15/2024Kovitz Investment Group Partners LLC12,919$137K0.0%N/A0.000%
11/15/2024Wellington Management Group LLP9,152,490$96.83M0.0%+49.9%0.202%
11/15/2024State Street Corp380,279$4.02M0.0%-1.3%0.008%
11/15/2024Stifel Financial Corp1,944,549$20.57M0.0%+13.7%0.043%
11/15/2024Quantinno Capital Management LP489,961$5.18M0.1%+6.9%0.011%
11/15/2024IHT Wealth Management LLC34,809$370K0.0%+56.7%0.001%
11/15/2024Integrated Wealth Concepts LLC17,608$186K0.0%-13.0%0.000%
11/15/2024HighTower Advisors LLC350,795$3.70M0.0%+27.2%0.008%
11/15/2024Hilltop Holdings Inc.12,526$133K0.0%N/A0.000%
11/15/2024Benjamin Edwards Inc.76,051$805K0.0%N/A0.002%
11/15/2024Aureus Asset Management LLC14,881$157K0.0%+18.3%0.000%
11/14/2024Captrust Financial Advisors302,363$3.20M0.0%-3.0%0.007%
11/14/2024Icon Wealth Advisors LLC22,715$240K0.0%-34.2%0.001%
11/14/2024Capstone Investment Advisors LLC15,279$162K0.0%-43.3%0.000%
11/14/2024Rockefeller Capital Management L.P.92,061$974K0.0%-6.6%0.002%
11/14/2024Hantz Financial Services Inc.422,931$4.48M0.1%+1.0%0.009%
11/14/2024FORA Capital LLC96,992$1.03M0.1%N/A0.002%
11/13/2024Clark Estates Inc. NY2,000,000$21.16M3.9%-24.5%0.044%
11/13/2024Freedom Investment Management Inc.73,069$773K0.1%-21.0%0.002%
11/13/2024Townsquare Capital LLC475,618$5.03M0.1%+29.8%0.011%
11/13/2024D.A. Davidson & CO.26,845$284K0.0%-5.4%0.001%
11/13/2024FMR LLC104,918,269$1.11B0.1%+5.8%2.318%
11/13/2024The Manufacturers Life Insurance Company1,788,741$18.93M0.0%-8.5%0.040%
11/13/2024Bank of Montreal Can717,174$7.65M0.0%-3.4%0.016%
11/13/2024Brown Brothers Harriman & Co.13,653$144K0.0%+80.4%0.000%
11/13/2024Fisher Asset Management LLC13,682,262$144.76M0.1%-2.0%0.302%
11/12/2024Pitcairn Co.250,187$2.65M0.2%+8.3%0.006%
11/12/2024Cerity Partners LLC576,533$6.10M0.0%+23.4%0.013%
11/12/2024Citigroup Inc.1,035,789$10.96M0.0%-0.7%0.023%
11/12/2024Raymond James Trust N.A.49,168$520K0.0%-4.4%0.001%
11/12/2024Charles Schwab Investment Management Inc.203,583$2.15M0.0%+41.5%0.004%
11/12/2024Banco Santander S.A.129,200$1.37M0.0%+54.0%0.003%
11/9/2024Landscape Capital Management L.L.C.169,531$1.79M0.2%N/A0.004%
11/8/2024King Luther Capital Management Corp14,915$158K0.0%N/A0.000%
11/8/2024Prospera Private Wealth LLC5,389$57K0.0%N/A0.000%
11/8/2024West Family Investments Inc.13,481$143K0.0%N/A0.000%
11/8/2024PNC Financial Services Group Inc.211,326$2.24M0.0%+3.1%0.005%
11/7/2024Caprock Group LLC38,267$405K0.0%-28.4%0.001%
11/7/2024Thrivent Financial for Lutherans55,593$588K0.0%+69.0%0.001%
11/6/2024Natixis Advisors LLC1,473,767$15.59M0.0%+142.5%0.033%
11/6/2024Euro Pacific Asset Management LLC96,917$1.03M0.2%-1.9%0.002%
11/6/2024OneDigital Investment Advisors LLC45,911$486K0.0%-22.6%0.001%
11/6/2024Huntington National Bank39,084$414K0.0%+7.0%0.001%
11/6/2024Oppenheimer Asset Management Inc.767,602$8.12M0.1%-7.0%0.017%
11/5/2024WCM Investment Management LLC158,765$1.69M0.0%+36.6%0.004%
11/4/2024Chartwell Investment Partners LLC475,415$5.03M0.2%+107.8%0.011%
11/4/2024Crossmark Global Holdings Inc.480,760$5.09M0.1%+55.6%0.011%
11/4/2024Axxcess Wealth Management LLC63,843$675K0.0%+2.3%0.001%
11/4/2024Legacy Capital Wealth Partners LLC27,178$288K0.0%-13.0%0.001%
11/1/2024Atria Investments Inc177,885$1.88M0.0%-13.5%0.004%
10/31/2024 Confluence Investment Management LLC80,566$852K0.0%-3.7%0.002%
10/31/2024 Portside Wealth Group LLC47,003$497K0.1%+4.5%0.001%
(Data available from 1/1/2016 forward)

HLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HLN shares?

During the previous two years, 448 institutional investors and hedge funds held shares of Haleon. The most heavily invested institutionals were FMR LLC ($1.11B), Dodge & Cox ($912.13M), Clearbridge Investments LLC ($344.89M), Harding Loevner LP ($183.79M), Fisher Asset Management LLC ($144.76M), Wellington Management Group LLP ($96.83M), and Douglas Lane & Associates LLC ($82.27M).Learn more on HLN's institutional investors.

What percentage of Haleon stock is owned by institutional investors?

6.67% of Haleon stock is owned by institutional investors. Learn more on HLN's institutional investor holdings.

Which institutional investors have been buying Haleon stock?

Of the 360 institutional investors that purchased Haleon stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Clearbridge Investments LLC ($22.43M), FMR LLC ($21.79M), Wellington Management Group LLP ($16.59M), Dodge & Cox ($15.55M), Harding Loevner LP ($13.26M), Bank of America Corp DE ($5.08M), and Envestnet Asset Management Inc. ($5.03M).

How much institutional buying is happening at Haleon?

Institutional investors have bought a total of 160,614,285 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

Which Haleon major shareholders have been selling company stock?

Of the 234 institutional investors that sold Haleon stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JTC Employer Solutions Trustee Ltd ($9.05M), Brandywine Global Investment Management LLC ($7.30M), Bain Capital Public Equity Management II LLC ($5.56M), Equity Investment Corp ($3.98M), Fisher Asset Management LLC ($3.49M), Van ECK Associates Corp ($2.57M), and Russell Investments Group Ltd. ($2.23M).

How much institutional selling is happening at Haleon?

Institutional investors have sold a total of 47,367,430 shares in the last 24 months. This volume of shares sold represents approximately $394.43M in transactions.


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This page (NYSE:HLN) was last updated on 1/18/2025 by MarketBeat.com Staff
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