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Haleon (HLN) Institutional Ownership

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$9.53 +0.07 (+0.74%)
Closing price 08/8/2025 03:59 PM Eastern
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$9.54 +0.01 (+0.10%)
As of 08/8/2025 04:49 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
310
Total
Institutional Inflows
(last 12 months)
$952.67M
Number of
Institutional Sellers
(last 12 months)
198
Total
Institutional Outflows
(last 12 months)
$400.74M
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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
8/8/2025Summitry 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%
8/8/2025Cetera Investment Advisers151,064$1.57M0.0%-8.1%0.003%
8/8/2025SG Americas Securities LLC38,575$400K0.0%N/A0.001%
8/8/2025Creative Planning454,621$4.71M0.0%+16.4%0.010%
8/8/2025Wrapmanager Inc.16,230$168K0.0%+20.7%0.000%
8/8/2025D Orazio & Associates Inc.13,518$140K0.0%+31.3%0.000%
8/8/2025Bailard Inc.21,470$223K0.0%-6.8%0.000%
8/8/2025ABC Arbitrage SA1,051,461$10.90M1.2%+8,636.0%0.023%
8/8/2025PNC 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%
7/29/2025 Stephens Inc. AR91,190$946K0.0%-3.8%0.002%
7/29/2025 Quotient Wealth Partners LLC16,154$168K0.0%-13.4%0.000%
7/29/2025 JTC Employer Solutions Trustee Ltd322,762$3.35M0.3%-24.7%0.007%
7/29/2025 Tweedy Browne Co LLC76,806$796K0.1%-5.7%0.002%
7/29/2025 Private Trust Co. NA8,794$91K0.0%+13.3%0.000%
7/29/2025 WCM Investment Management LLC419,441$4.35M0.0%-0.7%0.009%
7/28/2025 Ritholtz Wealth Management66,217$687K0.0%+43.9%0.001%
7/28/2025 Sagespring Wealth Partners LLC16,562$172K0.0%N/A0.000%
7/28/2025 Naviter Wealth LLC46,014$477K0.1%N/A0.001%
7/28/2025 Axxcess Wealth Management LLC56,641$587K0.0%-5.9%0.001%
7/25/2025 Verdence Capital Advisors LLC10,013$104K0.0%N/A0.000%
7/25/2025 Envestnet Portfolio Solutions Inc.90,609$940K0.0%-3.7%0.002%
7/25/2025 Sequoia Financial Advisors LLC95,992$992K0.0%+12.4%0.002%
7/25/2025 Yousif Capital Management LLC45,494$472K0.0%+10.4%0.001%
7/25/2025 MGO One Seven LLC65,361$678K0.0%-3.2%0.001%
7/25/2025 Allspring Global Investments Holdings LLC31,423$321K0.0%+4.0%0.001%
7/25/2025 Vanguard Personalized Indexing Management LLC229,735$2.38M0.0%+10.7%0.005%
7/25/2025 Natural Investments LLC96,241$998K0.3%+9.2%0.002%
7/24/2025 Drucker Wealth 3.0 LLC11,617$117K0.0%N/A0.000%
7/24/2025 PDS Planning Inc25,441$264K0.0%+17.5%0.001%
7/24/2025 Blue Trust Inc.52,096$540K0.0%-5.3%0.001%
7/24/2025 Callan Family Office LLC759,524$7.88M0.2%+263.7%0.017%
7/24/2025 Blair William & Co. IL45,220$469K0.0%+267.8%0.001%
7/24/2025 CarsonAllaria Wealth Management Ltd.3,612$37K0.0%N/A0.000%
7/24/2025 US Bancorp DE749,052$7.77M0.0%+5.5%0.017%
7/23/2025 Heathbridge Capital Management Ltd.1,071,500$11.11M4.5%-1.2%0.024%
7/23/2025 Country Club Bank15,469$161K0.0%+16.2%0.000%
7/22/2025 Valeo Financial Advisors LLC24,148$250K0.0%+14.0%0.001%
7/22/2025 DAVENPORT & Co LLC294,974$3.06M0.0%+5.4%0.007%
7/22/2025 Marks Group Wealth Management Inc40,805$423K0.0%-42.7%0.001%
7/22/2025 Simplicity Wealth LLC41,946$435K0.0%+170.9%0.001%
7/22/2025 OLD National Bancorp IN15,420$160K0.0%-14.9%0.000%
7/21/2025 QRG Capital Management Inc.513,162$5.32M0.0%+13.5%0.011%
7/21/2025 Ascent Group LLC133,093$1.38M0.1%+140.8%0.003%
7/21/2025 Ameritas Advisory Services LLC10,246$106K0.0%-44.7%0.000%
7/21/2025 Hilltop National Bank3,229$33K0.0%N/A0.000%
7/18/2025 Truist Financial Corp495,921$5.14M0.0%-4.1%0.011%
7/17/2025 One Wealth Advisors LLC85,238$884K0.1%-5.7%0.002%
7/17/2025 Paradiem LLC186,977$1.94M0.5%N/A0.004%
7/17/2025 HB Wealth Management LLC134,796$1.40M0.0%+47.2%0.003%
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7/17/2025 Janney Montgomery Scott LLC901,775$9.35M0.0%+1.4%0.020%
7/17/2025 Hanson & Doremus Investment Management2,372$25K0.0%+234.1%0.000%
7/16/2025 Signaturefd LLC148,322$1.54M0.0%+6.6%0.003%
7/16/2025 Old Port Advisors13,017$135K0.0%-22.5%0.000%
7/16/2025 Kathmere Capital Management LLC84,743$879K0.1%+28.3%0.002%
7/16/2025 Meyer Handelman Co.17,169$178K0.0%N/A0.000%
7/15/2025 TD Private Client Wealth LLC26,525$275K0.0%-19.7%0.001%
7/15/2025 Ballentine Partners LLC34,135$354K0.0%+15.2%0.001%
7/15/2025 Fifth Third Bancorp303,411$3.15M0.0%-1.2%0.007%
7/14/2025 Arlington Partners LLC223,194$2.32M0.9%N/A0.005%
(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, 502 institutional investors and hedge funds held shares of Haleon. The most heavily invested institutionals were Dodge & Cox ($1.74B), 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 Douglas Lane & Associates LLC ($84.80M).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 417 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 96,843,201 shares in the last 24 months. This purchase volume represents approximately $952.67M in transactions.

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

Of the 196 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: Fisher Asset Management LLC ($13.53M), Dodge & Cox ($10.02M), Clearbridge Investments LLC ($4.57M), Renaissance Technologies LLC ($1.47M), Bank of Montreal Can ($910.70K), 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 40,830,346 shares in the last 24 months. This volume of shares sold represents approximately $400.74M in transactions.


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This page (NYSE:HLN) was last updated on 8/9/2025 by MarketBeat.com Staff
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