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Haleon (HLN) Institutional Ownership

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$8.98 -0.04 (-0.39%)
Closing price 10/10/2025 03:59 PM Eastern
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$9.00 +0.01 (+0.16%)
As of 10/10/2025 07:16 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)
322
Total
Institutional Inflows
(last 12 months)
$1.04B
Number of
Institutional Sellers
(last 12 months)
206
Total
Institutional Outflows
(last 12 months)
$558.27M
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HLN Institutional Buying and Selling by Quarter

Haleon Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025Lester Murray Antman dba SimplyRich66,049$592K0.2%+4.4%0.001%
10/10/2025Douglas Lane & Associates LLC8,166,976$73.26M1.0%-0.1%0.183%
10/10/2025Trust Point Inc.22,627$203K0.0%N/A0.001%
10/9/2025 Baker Tilly Wealth Management LLC72,712$652K0.1%+10.3%0.002%
10/9/2025 U.S. Capital Wealth Advisors LLC36,358$326K0.0%-11.9%0.001%
10/8/2025 Country Club Bank19,621$173K0.0%+26.8%0.000%
10/7/2025 Heritage Family Offices LLP78,593$705K0.3%-4.1%0.002%
10/7/2025 Sanders Morris Harris LLC16,700$150K0.0%N/A0.000%
10/3/2025 Aaron Wealth Advisors LLC27,300$245K0.0%-24.0%0.001%
10/2/2025 Central Pacific Bank Trust Division44,240$397K0.0%-10.5%0.001%
9/26/2025Corient Private Wealth LLC101,370$1.05M0.0%-5.3%0.002%
9/12/2025Valeo Financial Advisors LLC24,616$255K0.0%+16.3%0.001%
8/27/2025Orion Porfolio Solutions LLC313,692$3.25M0.0%+5.3%0.007%
8/27/2025Squarepoint Ops LLC79,468$824K0.0%-51.2%0.002%
8/26/2025Thrivent Financial for Lutherans23,950$249K0.0%-50.9%0.001%
8/19/2025B. Riley Wealth Advisors Inc.16,088$167K0.0%N/A0.000%
8/19/2025Pitcairn Co.279,381$2.90M0.2%-10.7%0.006%
8/18/2025Rexford Capital Inc.18,024$187K0.2%N/A0.000%
8/16/2025Evergreen Capital Management LLC62,530$648K0.0%+20.4%0.001%
8/16/2025Headlands Technologies LLC49,415$512K0.1%+131.4%0.001%
8/15/2025Corient Private Wealth LLC104,919$1.09M0.0%-2.0%0.002%
8/15/2025Captrust Financial Advisors269,036$2.79M0.0%+0.9%0.006%
8/15/2025Keel Point LLC23,258$241K0.0%+49.3%0.001%
8/15/2025Vident Advisory LLC315,796$3.28M0.0%+82.3%0.007%
8/15/2025Tidal Investments LLC898,137$9.31M0.1%+6,875.8%0.020%
8/15/2025Sculptor Capital LP9,949,868$103.18M1.5%-8.3%0.222%
8/15/2025Smartleaf Asset Management LLC27,947$290K0.0%+29.0%0.001%
8/15/2025Snowden Capital Advisors LLC37,519$389K0.0%+5.8%0.001%
8/15/2025Orion Porfolio Solutions LLC4,292$45K0.0%-98.6%0.000%
8/15/2025MML Investors Services LLC168,263$1.75M0.0%-22.1%0.004%
8/15/2025HRT Financial LP249,407$2.59M0.0%N/A0.006%
8/15/2025ICONIQ Capital LLC23,064$239K0.0%-9.1%0.001%
8/15/2025IHT Wealth Management LLC16,887$175K0.0%-8.9%0.000%
8/15/2025EP Wealth Advisors LLC20,203$210K0.0%-12.7%0.000%
8/15/2025Cubist Systematic Strategies LLC1,068,890$11.08M0.1%-26.2%0.024%
8/15/2025Benjamin Edwards Inc.100,512$1.04M0.0%+27.6%0.002%
8/15/2025BNP Paribas Financial Markets1,684,968$17.47M0.0%+3,548.4%0.038%
8/15/2025Bank of America Corp DE12,384,135$128.42M0.0%+116.7%0.276%
8/15/2025Ameriprise Financial Inc.464,598$4.82M0.0%+269.8%0.010%
8/14/2025Jane Street Group LLC2,561,651$26.56M0.0%+18.8%0.057%
8/14/2025Raymond James Financial Inc.4,315,180$44.75M0.0%+0.7%0.096%
8/14/2025Quantinno Capital Management LP813,231$8.43M0.0%+18.9%0.018%
8/14/2025Peapack Gladstone Financial Corp48,043$498K0.0%+9.3%0.001%
8/14/2025Laird Norton Wetherby Trust Company LLC39,042$405K0.1%+29.7%0.001%
8/14/2025The Manufacturers Life Insurance Company 1,172,481$12.16M0.0%-0.6%0.026%
8/14/2025Squarepoint Ops LLC79,468$824K0.0%-51.2%0.002%
8/14/2025Mane Global Capital Management LP56,084$582K0.0%-12.4%0.001%
8/14/2025Sei Investments Co.783,205$8.12M0.0%+0.7%0.017%
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%
8/12/2025FourThought Financial Partners LLC11,621$121K0.0%N/A0.000%
8/12/2025Laurel Wealth Advisors LLC9,914$956K0.0%+937.0%0.000%
8/12/2025XTX Topco Ltd308,824$3.20M0.1%+54.9%0.007%
8/12/2025Steward Partners Investment Advisory LLC32,913$341K0.0%-28.0%0.001%
8/12/2025Coldstream Capital Management Inc.31,766$329K0.0%+27.6%0.001%
8/12/2025American Century Companies Inc.832,208$8.63M0.0%+10.9%0.019%
8/12/2025AlphaCore Capital LLC26,504$275K0.0%+31.3%0.001%
8/12/2025Journey Strategic Wealth LLC16,231$168K0.0%N/A0.000%
8/12/2025Franklin Resources Inc.274,737$2.85M0.0%+9.6%0.006%
8/12/2025AIMZ Investment Advisors LLC64,557$669K0.2%-2.6%0.001%
8/12/2025MAI Capital Management20,956$217K0.0%+40.2%0.000%
8/12/2025Seeds Investor LLC22,884$237K0.1%-5.3%0.001%
8/12/2025JPMorgan Chase & Co.8,776,686$91.01M0.0%+15.5%0.195%
8/12/2025Entropy Technologies LP447,744$4.64M0.4%+165.5%0.010%
8/12/2025Personal CFO Solutions LLC17,729$184K0.0%-8.6%0.000%
8/12/2025Bank Julius Baer & Co. Ltd Zurich3,415,584$35.42M0.6%-7.5%0.076%
8/8/2025Summitry LLC55,756$578K0.0%+24.5%0.001%
8/8/2025Rockefeller Capital Management L.P.1,197,068$12.41M0.0%+1,182.6%0.027%
(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, 511 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), Bank of America Corp DE ($128.42M), and Sculptor Capital LP ($103.18M).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 428 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. ($8.87M), Bank of America Corp DE ($6.67M), Nuveen LLC ($5.72M), and Sculptor Capital LP ($5.55M).

How much institutional buying is happening at Haleon?

Institutional investors have bought a total of 103,216,581 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

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

Of the 206 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), Sculptor Capital LP ($900K), Exencial Wealth Advisors LLC ($864.45K), and Clark Estates Inc. NY ($650K).

How much institutional selling is happening at Haleon?

Institutional investors have sold a total of 55,678,462 shares in the last 24 months. This volume of shares sold represents approximately $558.27M in transactions.



This page (NYSE:HLN) was last updated on 10/11/2025 by MarketBeat.com Staff
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