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Haleon (HLN) Institutional Ownership

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$9.70 +0.02 (+0.15%)
Closing price 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)
316
Total
Institutional Inflows
(last 12 months)
$994.89M
Number of
Institutional Sellers
(last 12 months)
203
Total
Institutional Outflows
(last 12 months)
$545.40M
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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
8/14/2025NewEdge Advisors LLC64,515$669K0.0%+11.2%0.001%
8/14/2025Qube Research & Technologies Ltd2,414,028$25.03M0.0%+82.2%0.054%
8/14/2025Bain Capital Public Equity Management II LLC2,663,166$27.62M1.3%-13.9%0.059%
8/14/2025Cary Street Partners Financial LLC6,646$69K0.0%+20.1%0.000%
8/14/2025Cerity Partners LLC506,372$5.25M0.0%-10.0%0.011%
8/13/2025Cresset Asset Management LLC11,710$121K0.0%-30.8%0.000%
8/13/2025Brown Advisory Inc.73,794$765K0.0%-3.7%0.002%
8/13/2025Marshall Wace LLP60,944$632K0.0%N/A0.001%
8/13/2025Dodge & Cox155,471,999$1.61B0.9%-8.1%3.461%
8/13/2025Baird Financial Group Inc.18,306$190K0.0%-73.6%0.000%
8/13/2025First Trust Advisors LP148,833$1.54M0.0%+12.9%0.003%
8/13/2025Guggenheim Capital LLC66,324$688K0.0%+13.7%0.001%
8/13/2025EverSource Wealth Advisors LLC46,434$482K0.0%+116.2%0.001%
8/13/2025Invesco Ltd.1,508,579$15.64M0.0%+12.0%0.034%
8/13/20251832 Asset Management L.P.145,199$1.51M0.0%+10.3%0.003%
8/13/2025CW Advisors LLC25,075$260K0.0%+11.6%0.001%
8/13/2025WCG Wealth Advisors LLC52,077$540K0.0%N/A0.001%
8/13/2025Beacon Pointe Advisors LLC13,393$139K0.0%-48.9%0.000%
8/13/2025Quantbot Technologies LP137,779$1.43M0.0%N/A0.003%
8/13/2025M&T Bank Corp79,076$820K0.0%+79.1%0.002%
8/13/2025Fisher Asset Management LLC354,041$3.67M0.0%-8.5%0.008%
8/13/2025Lido Advisors LLC64,234$666K0.0%+28.8%0.001%
8/13/2025New York State Common Retirement Fund382,214$3.96M0.0%N/A0.009%
8/13/2025West Family Investments Inc.14,732$153K0.0%-6.9%0.000%
8/13/2025Norges Bank275,000$2.85M0.0%N/A0.006%
8/13/2025WealthTrust Axiom LLC47,898$497K0.1%-2.9%0.001%
8/13/2025Northwestern Mutual Wealth Management Co.20,678$214K0.0%-90.1%0.000%
8/13/2025Capital Fund Management S.A.550,988$5.71M0.0%+406.3%0.012%
8/13/2025Patrick M Sweeney & Associates Inc.49,868$511K0.4%-37.6%0.001%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC785,238$8.14M0.0%+72.9%0.017%
8/13/2025Quadrant Capital Group LLC120,880$1.25M0.0%-28.9%0.003%
8/13/2025Echo45 Advisors LLC11,418$118K0.1%N/A0.000%
8/13/2025Choreo LLC261,503$2.71M0.0%-4.3%0.006%
8/13/2025Russell Investments Group Ltd.1,021,520$10.59M0.0%+1.8%0.023%
8/12/2025 FourThought Financial Partners LLC11,621$121K0.0%N/A0.000%
8/12/2025 Laurel Wealth Advisors LLC9,914$956K0.0%+937.0%0.000%
8/12/2025 XTX Topco Ltd308,824$3.20M0.1%+54.9%0.007%
8/12/2025 Steward Partners Investment Advisory LLC32,913$341K0.0%-28.0%0.001%
8/12/2025 Coldstream Capital Management Inc.31,766$329K0.0%+27.6%0.001%
8/12/2025 American Century Companies Inc.832,208$8.63M0.0%+10.9%0.019%
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8/12/2025 AlphaCore Capital LLC26,504$275K0.0%+31.3%0.001%
8/12/2025 Journey Strategic Wealth LLC16,231$168K0.0%N/A0.000%
8/12/2025 Franklin Resources Inc.274,737$2.85M0.0%+9.6%0.006%
8/12/2025 AIMZ Investment Advisors LLC64,557$669K0.2%-2.6%0.001%
8/12/2025 MAI Capital Management20,956$217K0.0%+40.2%0.000%
8/12/2025 Seeds Investor LLC22,884$237K0.1%-5.3%0.001%
8/12/2025 JPMorgan Chase & Co.8,776,686$91.01M0.0%+15.5%0.195%
8/12/2025 Entropy Technologies LP447,744$4.64M0.4%+165.5%0.010%
8/12/2025 Personal CFO Solutions LLC17,729$184K0.0%-8.6%0.000%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich3,415,584$35.42M0.6%-7.5%0.076%
8/8/2025 Summitry LLC55,756$578K0.0%+24.5%0.001%
8/8/2025 Rockefeller Capital Management L.P.1,197,068$12.41M0.0%+1,182.6%0.027%
8/8/2025 Cetera Investment Advisers151,064$1.57M0.0%-8.1%0.003%
8/8/2025 SG Americas Securities LLC38,575$400K0.0%N/A0.001%
8/8/2025 Creative Planning454,621$4.71M0.0%+16.4%0.010%
8/8/2025 Wrapmanager Inc.16,230$168K0.0%+20.7%0.000%
8/8/2025 D Orazio & Associates Inc.13,518$140K0.0%+31.3%0.000%
8/8/2025 Bailard Inc.21,470$223K0.0%-6.8%0.000%
8/8/2025 ABC Arbitrage SA1,051,461$10.90M1.2%+8,636.0%0.023%
8/8/2025 PNC Financial Services Group Inc.238,188$2.47M0.0%+2.7%0.005%
8/7/2025 Vise Technologies Inc.68,758$713K0.0%N/A0.002%
8/7/2025 Allworth Financial LP13,123$135K0.0%+33.6%0.000%
8/7/2025 Profund Advisors LLC56,978$591K0.0%+3.6%0.001%
8/7/2025 King Luther Capital Management Corp27,088$281K0.0%+7.9%0.001%
8/7/2025 Future Fund LLC58,007$602K0.3%+21.8%0.001%
8/7/2025 Martin Investment Management LLC45,775$475K0.1%+24.7%0.001%
8/7/2025 Acadian Asset Management LLC5,384,661$55.81M0.1%+3,031.5%0.120%
8/7/2025 Campbell & CO Investment Adviser LLC82,433$855K0.1%N/A0.002%
8/6/2025 Vestmark Advisory Solutions Inc.148,193$1.54M0.0%+48.2%0.003%
8/6/2025 First Eagle Investment Management LLC2,783,907$28.87M0.1%+11.9%0.062%
8/6/2025 Savant Capital LLC80,017$830K0.0%+144.0%0.002%
8/6/2025 Golden State Wealth Management LLC2,721$28K0.0%+107.6%0.000%
8/6/2025 First Horizon Advisors Inc.17,549$182K0.0%+8.0%0.000%
8/5/2025 Bank of New York Mellon Corp2,253,426$23.37M0.0%+9.8%0.050%
8/5/2025 Bank of Montreal Can1,336,255$13.86M0.0%-39.5%0.030%
8/5/2025 Cambiar Investors LLC1,295,354$13.43M0.6%-4.9%0.029%
8/4/2025 Earned Wealth Advisors LLC37,653$390K0.1%N/A0.001%
8/4/2025 Mesirow Financial Investment Management Inc.24,297$252K0.0%+15.6%0.001%
8/4/2025 Simon Quick Advisors LLC14,309$148K0.0%N/A0.000%
8/4/2025 Atria Investments Inc171,547$1.78M0.0%+9.5%0.004%
8/4/2025 Savvy Advisors Inc.13,885$144K0.0%N/A0.000%
8/4/2025 Assetmark Inc.4,464$46K0.0%-77.0%0.000%
8/4/2025 Hantz Financial Services Inc.613,490$6.36M0.1%+1.6%0.014%
8/4/2025 Arkadios Wealth Advisors77,625$805K0.0%+3.1%0.002%
8/1/2025 Y Intercept Hong Kong Ltd32,022$332K0.0%-55.8%0.001%
8/1/2025 Transcend Capital Advisors LLC23,429$243K0.0%+52.2%0.001%
8/1/2025 Bessemer Group Inc.21,626$224K0.0%-5.8%0.000%
8/1/2025 Envestnet Asset Management Inc.7,857,196$81.48M0.0%+6.5%0.175%
7/31/2025 Resonant Capital Advisors LLC29,432$305K0.0%+6.4%0.001%
7/31/2025 Oppenheimer Asset Management Inc.646,240$6.70M0.1%-3.9%0.014%
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7/31/2025 Atlatl Advisers LLC38,017$394K0.2%-3.8%0.001%
7/31/2025 Brighton Jones LLC16,125$167K0.0%-20.9%0.000%
7/31/2025 Keystone Financial Planning Inc.223,650$2.32M0.7%-0.6%0.005%
7/30/2025 Bleakley Financial Group LLC64,712$671K0.0%N/A0.001%
7/30/2025 Freedom Investment Management Inc.60,138$624K0.0%-11.8%0.001%
7/30/2025 Ethic Inc.90,893$943K0.0%-11.9%0.002%
7/30/2025 Exencial Wealth Advisors LLC201,156$2.09M0.1%-0.8%0.004%
7/30/2025 D.A. Davidson & CO.25,071$260K0.0%-4.5%0.001%
7/30/2025 Pittenger & Anderson Inc.3,429$36K0.0%N/A0.000%
7/30/2025 Drive Wealth Management LLC74,517$773K0.2%+438.3%0.002%
(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, 504 institutional investors and hedge funds held shares of Haleon. The most heavily invested institutionals were Dodge & Cox ($1.61B), FMR LLC ($1.04B), Clearbridge Investments LLC ($312.94M), Wellington Management Group LLP ($192.43M), Harding Loevner LP ($183.79M), Sculptor Capital LP ($111.65M), and JPMorgan Chase & Co. ($91.01M).Learn more on Haleon's institutional investors.

What percentage of Haleon's stock is owned by institutional investors?

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

Which institutional investors have been buying Haleon's stock?

Of the 422 institutional investors that purchased Haleon's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($26.14M), FMR LLC ($19.49M), Clearbridge Investments LLC ($16.34M), Raymond James Financial Inc. ($8.85M), Nuveen LLC ($5.72M), Sculptor Capital LP ($5.55M), and Acadian Asset Management LLC ($5.44M).

How much institutional buying is happening at Haleon?

Institutional investors have bought a total of 100,730,722 shares in the last 24 months. This purchase volume represents approximately $994.89M in transactions.

Which of Haleon's major shareholders have been selling company stock?

Of the 202 institutional investors that sold Haleon's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dodge & Cox ($23.70M), Fisher Asset Management LLC ($13.56M), Clearbridge Investments LLC ($4.57M), Bank of Montreal Can ($910.70K), Exencial Wealth Advisors LLC ($864.45K), Clark Estates Inc. NY ($650K), and Point72 Asset Management L.P. ($620.37K).

How much institutional selling is happening at Haleon?

Institutional investors have sold a total of 54,569,430 shares in the last 24 months. This volume of shares sold represents approximately $545.40M in transactions.


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This page (NYSE:HLN) was last updated on 8/14/2025 by MarketBeat.com Staff
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