Free Trial
→ The End of Elon Musk…? (From Brownstone Research) (Ad) Free HLN Stock Alerts

Haleon (HLN) Institutional Ownership

Haleon logo
$9.96 -0.15 (-1.48%)
Closing price 07/11/2025 03:59 PM Eastern
Extended Trading
$9.94 -0.02 (-0.20%)
As of 07/11/2025 07:48 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.
Compare

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

Current
Institutional Ownership
Percentage
6.67%
Number of
Institutional Buyers
(last 12 months)
303
Total
Institutional Inflows
(last 12 months)
$860.14M
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$391.43M
Get HLN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Haleon stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HLN Institutional Buying and Selling by Quarter

Haleon Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Farther Finance Advisors LLC9,081$94K0.0%-29.4%0.000%
7/11/2025 UMB Bank n.a.16,590$172K0.0%+29.5%0.000%
7/11/2025Diversified Trust Co16,095$167K0.0%N/A0.000%
7/10/2025 Baker Tilly Wealth Management LLC65,942$684K0.2%-2.4%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC104,940$1.08M0.0%+10.8%0.002%
7/9/2025 Procyon Advisors LLC17,932$186K0.0%-93.2%0.000%
7/9/2025 Baron Wealth Management LLC16,719$173K0.1%-20.6%0.000%
7/9/2025 Aaron Wealth Advisors LLC35,923$373K0.0%+10.4%0.001%
7/8/2025 Parallel Advisors LLC26,252$272K0.0%+46.6%0.001%
7/7/2025 Douglas Lane & Associates LLC8,177,824$84.80M1.2%-5.0%0.182%
7/2/2025 Marotta Asset Management12,891$134K0.0%-21.8%0.000%
7/2/2025 Central Pacific Bank Trust Division49,440$513K0.1%-7.1%0.001%
7/1/2025 Confluence Investment Management LLC84,413$875K0.0%+3.4%0.002%
5/29/2025Rhumbline Advisers57,527$592K0.0%+6.7%0.001%
5/21/2025Acadian Asset Management LLC171,950$1.77M0.0%N/A0.004%
5/21/2025Geneos Wealth Management Inc.4,846$50K0.0%+33.0%0.000%
5/20/2025Focus Partners Wealth73,106$752K0.0%+7.6%0.002%
5/20/2025 Ransom Advisory Ltd3,000$31K0.0%N/A0.000%
5/19/2025Jane Street Group LLC2,155,716$22.18M0.0%+933.1%0.048%
5/16/2025American Trust22,832$235K0.1%N/A0.001%
5/16/2025Ascent Group LLC55,268$569K0.0%N/A0.001%
5/16/2025Goldman Sachs Group Inc.6,100,744$62.78M0.0%-2.7%0.136%
5/16/2025NewEdge Advisors LLC58,002$597K0.0%-4.8%0.001%
5/16/2025Millennium Management LLC4,216,504$43.39M0.0%+697.2%0.094%
5/16/2025Integrated Wealth Concepts LLC12,751$131K0.0%-30.1%0.000%
5/16/2025Hancock Whitney Corp11,620$120K0.0%N/A0.000%
5/16/2025Banque Transatlantique SA2,829$27K0.0%N/A0.000%
5/16/2025Bain Capital Public Equity Management II LLC3,093,270$31.83M2.5%+8.8%0.069%
5/16/2025Bain Capital Public Equity LP179,676$1.85M2.0%-3.0%0.004%
5/16/2025AQR Capital Management LLC96,323$991K0.0%+22.5%0.002%
5/15/2025Cubist Systematic Strategies LLC1,447,922$14.90M0.1%+243.4%0.032%
5/15/2025Royal Bank of Canada2,775,678$28.56M0.0%+1.5%0.062%
5/15/2025MAI Capital Management14,943$154K0.0%-31.2%0.000%
5/15/2025Sculptor Capital LP10,849,868$111.65M2.1%+22.1%0.241%
5/15/2025Baird Financial Group Inc.69,350$714K0.0%+264.6%0.002%
5/15/2025Vident Advisory LLC173,249$1.78M0.0%+158.3%0.004%
5/15/2025Evergreen Capital Management LLC51,939$534K0.0%+31.8%0.001%
5/15/2025Landscape Capital Management L.L.C.257,560$2.65M0.2%N/A0.006%
5/14/2025Ieq Capital LLC30,502$314K0.0%+8.0%0.001%
5/14/2025Quadcap Wealth Management LLC10,529$108K0.0%-11.6%0.000%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A major change is quietly going into effect this July — and Wall Street is already positioning for it. Big Banks have found a way to use a new asset as if it were cash. Not stocks. Not bonds. Not even the U.S. dollar. They now trust this asset more than the traditional financial system itself.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
5/14/2025FORA Capital LLC101,898$1.05M0.1%+721.4%0.002%
5/14/2025WealthTrust Axiom LLC49,347$508K0.2%-9.5%0.001%
5/14/2025Jane Street Group LLC2,155,716$22.18M0.0%+933.1%0.048%
5/14/2025Kayne Anderson Rudnick Investment Management LLC1,772,748$18.24M0.0%+0.2%0.039%
5/14/2025Freedom Investment Management Inc.68,175$702K0.1%-3.1%0.002%
5/14/2025Synovus Financial Corp474,011$4.88M0.1%+202.9%0.011%
5/14/2025ICONIQ Capital LLC25,375$261K0.0%+17.4%0.001%
5/14/2025AIMZ Investment Advisors LLC66,252$682K0.2%-6.1%0.001%
5/14/2025Dodge & Cox169,150,936$1.74B1.0%-5.4%3.750%
5/14/2025Northwestern Mutual Wealth Management Co.207,843$2.14M0.0%+1,004.6%0.005%
5/14/20251832 Asset Management L.P.131,590$1.35M0.0%-5.3%0.003%
5/14/2025CW Advisors LLC22,474$230K0.0%N/A0.000%
5/14/2025Dorsey & Whitney Trust CO LLC29,990$309K0.0%-3.3%0.001%
5/14/2025Capital Fund Management S.A.108,828$1.12M0.0%+100.0%0.002%
5/14/2025Legacy Financial Advisors Inc.25,914$267K0.0%+9.8%0.001%
5/14/2025Wellington Management Group LLP18,700,480$192.43M0.0%+22.0%0.415%
5/13/2025Northern Trust Corp5,098,844$52.47M0.0%-5.8%0.113%
5/13/2025Brooklyn Investment Group29,496$304K0.1%+385.1%0.001%
5/13/2025Corient IA LLC10,000$103K0.1%N/A0.000%
5/13/2025Cambiar Investors LLC1,361,608$14.01M0.6%-4.9%0.030%
5/13/2025Raymond James Financial Inc.4,285,893$44.10M0.0%-3.1%0.095%
5/13/2025Cresset Asset Management LLC16,934$174K0.0%-66.7%0.000%
5/13/2025American Century Companies Inc.750,654$7.72M0.0%+4.3%0.017%
5/13/2025Ethic Inc.103,187$1.05M0.0%-23.3%0.002%
5/13/2025Kovitz Investment Group Partners LLC13,867$143K0.0%+29.8%0.000%
5/13/2025Vestmark Advisory Solutions Inc.99,997$1.03M0.0%+60.2%0.002%
5/13/2025Neuberger Berman Group LLC1,047,009$10.77M0.0%+9.1%0.023%
5/13/2025Caitong International Asset Management Co. Ltd12,516$129K0.1%+1,551.2%0.000%
5/13/2025LGT Group Foundation14,535$150K0.0%-52.7%0.000%
5/13/2025Russell Investments Group Ltd.1,003,478$10.33M0.0%+0.8%0.022%
5/13/2025Callan Family Office LLC208,813$2.15M0.2%+1.1%0.005%
5/13/2025HighTower Advisors LLC341,182$3.51M0.0%-5.9%0.008%
5/12/2025Eagle Global Advisors LLC248,000$2.55M0.1%+10.7%0.005%
5/12/2025Independent Advisor Alliance24,293$250K0.0%-11.1%0.001%
5/12/2025Nuveen LLC5,721,131$58.87M0.0%N/A0.127%
5/12/2025Aigen Investment Management LP49,344$508K0.1%N/A0.001%
5/12/2025King Luther Capital Management Corp25,113$258K0.0%+31.7%0.001%
5/12/2025Entropy Technologies LP168,644$1.74M0.2%+111.3%0.004%
5/12/2025Invesco Ltd.1,346,966$13.86M0.0%-17.0%0.030%
5/12/2025Benjamin Edwards Inc.78,751$810K0.0%-6.8%0.002%
5/12/2025Townsquare Capital LLC198,266$2.04M0.0%-17.7%0.004%
5/12/2025Citigroup Inc.868,948$8.94M0.0%-17.4%0.019%
5/9/2025Deutsche Bank AG3,126$32K0.0%+267.8%0.000%
5/9/2025Headlands Technologies LLC21,358$220K0.0%N/A0.000%
5/9/2025Charles Schwab Investment Management Inc.342,213$3.52M0.0%+28.8%0.008%
5/9/2025Exencial Wealth Advisors LLC202,783$2.09M0.1%-80.7%0.004%
5/9/2025ABC Arbitrage SA12,036$124K0.0%N/A0.000%
5/9/2025Cary Street Partners Investment Advisory LLC7,305$75K0.0%+1,869.0%0.000%
5/9/2025Atria Wealth Solutions Inc.44,897$462K0.0%-6.2%0.001%
5/9/2025Cary Street Partners Financial LLC5,533$57K0.0%-71.1%0.000%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
5/9/2025Blair William & Co. IL12,295$127K0.0%-68.4%0.000%
5/9/2025Argent Trust Co43,146$444K0.0%+44.4%0.001%
5/9/2025Banco Santander S.A.100,100$1.03M0.0%-8.4%0.002%
5/9/2025PNC Financial Services Group Inc.231,841$2.39M0.0%+11.7%0.005%
5/8/2025Moors & Cabot Inc.18,036$186K0.0%-9.4%0.000%
5/8/2025US Bancorp DE709,817$7.30M0.0%-3.4%0.016%
5/8/2025Natixis Advisors LLC1,917,548$19.73M0.0%+25.5%0.042%
5/8/2025Mesirow Financial Investment Management Inc.21,015$216K0.0%-25.2%0.000%
5/8/2025XTX Topco Ltd199,348$2.05M0.1%+33.4%0.004%
5/7/2025Norden Group LLC17,263$178K0.0%-26.8%0.000%
(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, 493 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 407 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 Point72 Asset Management L.P. ($4.73M).

How much institutional buying is happening at Haleon?

Institutional investors have bought a total of 88,468,720 shares in the last 24 months. This purchase volume represents approximately $860.14M in transactions.

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

Of the 188 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), Exencial Wealth Advisors LLC ($862.82K), 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 40,049,338 shares in the last 24 months. This volume of shares sold represents approximately $391.43M in transactions.


Related Companies

This page (NYSE:HLN) was last updated on 7/14/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Special gold investment soars 2,300% ... 5,090% ... 9,850%
In my 54 years as an investor, I’ve seen my share of gold bull markets. But nothing comes close to the rall...
Weiss Ratings | Sponsored
Trump’s biggest move, misreported
The media and financial pundits are all misreading Trump’s actions. They think Trump wants to make Canada t...
Porter & Company | Sponsored
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants
Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. ...
Golden Portfolio | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored