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Haleon (HLN) Institutional Ownership

Haleon logo
$9.40 +0.09 (+0.97%)
(As of 02:08 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for Haleon (NYSE:HLN)

Current
Institutional Ownership
Percentage
6.67%
Number of
Institutional Buyers
(last 12 months)
203
Total
Institutional Inflows
(last 12 months)
$541.85M
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$193.73M
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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
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%
11/14/2024 Icon 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%
11/14/2024 FORA Capital LLC96,992$1.03M0.1%N/A0.002%
11/13/2024 Clark Estates Inc. NY2,000,000$21.16M3.9%-24.5%0.044%
11/13/2024 Freedom Investment Management Inc.73,069$773K0.1%-21.0%0.002%
11/13/2024 Townsquare Capital LLC475,618$5.03M0.1%+29.8%0.011%
11/13/2024 D.A. Davidson & CO.26,845$284K0.0%-5.4%0.001%
11/13/2024 FMR LLC104,918,269$1.11B0.1%+5.8%2.318%
11/13/2024 The Manufacturers Life Insurance Company 1,788,741$18.93M0.0%-8.5%0.040%
11/13/2024 Bank of Montreal Can717,174$7.65M0.0%-3.4%0.016%
11/13/2024 Brown 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%
11/12/2024 Pitcairn Co.250,187$2.65M0.2%+8.3%0.006%
11/12/2024 Cerity Partners LLC576,533$6.10M0.0%+23.4%0.013%
11/12/2024 Citigroup Inc.1,035,789$10.96M0.0%-0.7%0.023%
11/12/2024 Raymond James Trust N.A.49,168$520K0.0%-4.4%0.001%
11/12/2024 Charles Schwab Investment Management Inc.203,583$2.15M0.0%+41.5%0.004%
11/12/2024 Banco Santander S.A.129,200$1.37M0.0%+54.0%0.003%
11/9/2024 Landscape Capital Management L.L.C.169,531$1.79M0.2%N/A0.004%
11/8/2024 King Luther Capital Management Corp14,915$158K0.0%N/A0.000%
11/8/2024 Prospera Private Wealth LLC5,389$57K0.0%N/A0.000%
11/8/2024 West Family Investments Inc.13,481$143K0.0%N/A0.000%
11/8/2024 PNC Financial Services Group Inc.211,326$2.24M0.0%+3.1%0.005%
11/7/2024 Caprock Group LLC38,267$405K0.0%-28.4%0.001%
11/7/2024 Thrivent Financial for Lutherans55,593$588K0.0%+69.0%0.001%
11/6/2024 Natixis Advisors LLC1,473,767$15.59M0.0%+142.5%0.033%
11/6/2024 Euro Pacific Asset Management LLC96,917$1.03M0.2%-1.9%0.002%
11/6/2024 OneDigital Investment Advisors LLC45,911$486K0.0%-22.6%0.001%
11/6/2024 Huntington National Bank39,084$414K0.0%+7.0%0.001%
11/6/2024 Oppenheimer Asset Management Inc.767,602$8.12M0.1%-7.0%0.017%
11/5/2024 WCM Investment Management LLC158,765$1.69M0.0%+36.6%0.004%
11/4/2024 Chartwell Investment Partners LLC475,415$5.03M0.2%+107.8%0.011%
11/4/2024 Crossmark Global Holdings Inc.480,760$5.09M0.1%+55.6%0.011%
11/4/2024 Axxcess Wealth Management LLC63,843$675K0.0%+2.3%0.001%
11/4/2024 Legacy Capital Wealth Partners LLC27,178$288K0.0%-13.0%0.001%
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11/1/2024 Atria 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%
10/31/2024 Keudell Morrison Wealth Management14,168$150K0.0%-11.0%0.000%
10/31/2024 Concurrent Investment Advisors LLC12,680$134K0.0%-25.0%0.000%
10/30/2024 Marks Group Wealth Management Inc151,738$1.61M0.2%-21.9%0.003%
10/30/2024 PDS Planning Inc16,409$174K0.0%+17.5%0.000%
10/30/2024 QRG Capital Management Inc.201,934$2.14M0.0%+20.9%0.004%
10/29/2024 Van ECK Associates Corp3,090,791$30.60M0.0%-5.5%0.068%
10/29/2024 Janney Montgomery Scott LLC750,897$7.94M0.0%+13.9%0.016%
10/29/2024 Farther Finance Advisors LLC10,936$116K0.0%+33.0%0.000%
10/28/2024 Cambiar Investors LLC1,514,181$16.02M0.6%-4.9%0.033%
10/28/2024 Stephens Inc. AR110,841$1.17M0.0%-6.6%0.002%
10/28/2024 US Bancorp DE757,469$8.01M0.0%-6.8%0.017%
10/25/2024 Financial Advocates Investment Management20,687$219K0.0%-27.0%0.000%
10/25/2024 Diversify Wealth Management LLC12,070$119K0.0%-44.8%0.000%
10/25/2024 First Trust Direct Indexing L.P.46,695$494K0.0%+21.7%0.001%
10/25/2024 Golden State Equity Partners15,322$162K0.0%-16.8%0.000%
10/25/2024 Diversify Advisory Services LLC14,121$140K0.0%-31.2%0.000%
10/25/2024 Fortitude Family Office LLC2,649$28K0.0%N/A0.000%
10/24/2024 Old Port Advisors21,625$229K0.1%-9.6%0.000%
10/24/2024 Baker Tilly Wealth Management LLC59,305$627K0.3%+20.3%0.001%
10/24/2024 Frank Rimerman Advisors LLC20,457$216K0.0%-46.3%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC61,016$646K0.0%+3.0%0.001%
10/24/2024 Arkadios Wealth Advisors75,859$803K0.0%-1.6%0.002%
10/23/2024 Convergence Financial LLC10,958$116K0.0%-41.1%0.000%
10/23/2024 Lake Street Advisors Group LLC22,395$237K0.0%+5.4%0.000%
10/23/2024 Ballentine Partners LLC22,831$242K0.0%+53.1%0.001%
10/22/2024 International Assets Investment Management LLC34,986$3.70M0.0%N/A0.001%
10/22/2024 Private Advisor Group LLC48,234$510K0.0%-2.8%0.001%
10/22/2024 GAM Holding AG849,284$8.99M0.7%+0.8%0.019%
10/22/2024 Signaturefd LLC123,067$1.30M0.0%+5.7%0.003%
10/22/2024 Sequoia Financial Advisors LLC83,589$881K0.0%+2.0%0.002%
10/21/2024 Whittier Trust Co. of Nevada Inc.9,192$97K0.0%+66.7%0.000%
10/19/2024 Allspring Global Investments Holdings LLC25,560$270K0.0%+44.4%0.001%
10/18/2024Raymond James & Associates3,837,536$40.60M0.0%-4.5%0.084%
10/18/2024Blue Trust Inc.40,173$425K0.0%+62.4%0.001%
10/18/2024JTC Employer Solutions Trustee Ltd108,149$1.15M0.1%-18.5%0.002%
10/17/2024Aaron Wealth Advisors LLC29,374$311K0.0%+23.8%0.001%
10/17/2024Stonegate Investment Group LLC37,708$399K0.0%-3.6%0.001%
10/17/2024 Heathbridge Capital Management Ltd.1,125,400$11.91M4.5%-0.2%0.025%
10/16/2024 Bleakley Financial Group LLC11,863$126K0.0%N/A0.000%
10/16/2024 MN Wealth Advisors LLC26,327$279K0.2%-5.4%0.001%
10/11/2024 Creative Planning285,227$3.02M0.0%+15.2%0.006%
10/11/2024 Procyon Advisors LLC162,911$1.72M0.1%+1.7%0.004%
10/10/2024 Douglas Lane & Associates LLC8,462,284$89.53M1.2%-0.8%0.185%
10/10/2024 Ritholtz Wealth Management25,965$275K0.0%N/A0.001%
10/10/2024 Valeo Financial Advisors LLC18,312$194K0.0%-9.3%0.000%
10/9/2024 Quotient Wealth Partners LLC33,796$358K0.0%+17.4%0.001%
10/9/2024 UMB Bank n.a.13,103$139K0.0%-7.7%0.000%
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10/9/2024 Hexagon Capital Partners LLC7,933$84K0.0%+18.5%0.000%
10/8/2024 CWM LLC24,978$264K0.0%+13.6%0.001%
10/8/2024 Atomi Financial Group Inc.22,518$238K0.0%+48.3%0.000%
10/8/2024 Clean Yield Group2,345$25K0.0%-68.2%0.000%
10/7/2024 GAMMA Investing LLC15,043$159K0.0%+49.7%0.000%
10/3/2024 Park Avenue Securities LLC100,621$1.07M0.0%-21.2%0.002%
9/5/2024Sanctuary Advisors LLC196,246$1.66M0.0%N/A0.004%
8/27/2024 Clearbridge Investments LLC41,753,987$344.89M0.3%+8.6%0.914%
8/22/2024 Cetera Investment Advisers174,576$1.44M0.0%-25.3%0.004%
8/21/2024 Truist Financial Corp757,133$6.25M0.0%+4.9%0.017%
(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, 449 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 ($111.45M), and Douglas Lane & Associates LLC ($89.53M).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 374 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), Dodge & Cox ($15.55M), Price T Rowe Associates Inc. MD ($14.35M), Wellington Management Group LLP ($13.54M), Harding Loevner LP ($13.26M), and Bain Capital Public Equity Management II LLC ($9.75M).

How much institutional buying is happening at Haleon?

Institutional investors have bought a total of 197,967,016 shares in the last 24 months. This purchase volume represents approximately $1.57B in transactions.

Which Haleon major shareholders have been selling company stock?

Of the 226 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 ($8.98M), 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 47,150,091 shares in the last 24 months. This volume of shares sold represents approximately $391.94M in transactions.


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This page (NYSE:HLN) was last updated on 11/15/2024 by MarketBeat.com Staff
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