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Haleon (HLN) Institutional Ownership

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$10.28 +0.13 (+1.23%)
As of 02:58 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)
289
Total
Institutional Inflows
(last 12 months)
$813.12M
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$278.62M
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HLN Institutional Buying and Selling by Quarter

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Haleon Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Optas LLC21,337$220K0.0%+17.9%0.000%
4/17/2025D Orazio & Associates Inc.10,294$106K0.0%-14.0%0.000%
4/17/2025Ritholtz Wealth Management46,014$473K0.0%-22.3%0.001%
4/16/2025Opal Wealth Advisors LLC2,844$29K0.0%N/A0.000%
4/16/2025Wealth Enhancement Advisory Services LLC94,748$975K0.0%+18.7%0.002%
4/15/2025 Fifth Third Bancorp307,192$3.16M0.0%+1.2%0.007%
4/15/2025 Simplicity Wealth LLC15,482$159K0.0%+7.9%0.000%
4/14/2025 Patrick M Sweeney & Associates Inc.79,868$822K0.6%+14.0%0.002%
4/14/2025 Farther Finance Advisors LLC12,861$131K0.0%+8.8%0.000%
4/14/2025 Portside Wealth Group LLC12,377$127K0.0%-31.7%0.000%
4/14/2025 PFW Advisors LLC12,118$125K0.0%+16.7%0.000%
4/11/2025 Procyon Advisors LLC262,830$2.71M0.2%+14.2%0.006%
4/10/2025 Portside Wealth Group LLC18,126$173K0.0%-61.2%0.000%
4/10/2025 Heritage Family Offices LLP81,912$843K0.4%-10.3%0.002%
4/9/2025 Merit Financial Group LLC37,935$390K0.0%+137.7%0.001%
4/9/2025 Douglas Lane & Associates LLC8,609,093$88.59M1.3%-0.2%0.191%
4/9/2025 Wright Investors Service Inc.12,902$133K0.0%+13.5%0.000%
4/9/2025 JTC Employer Solutions Trustee Ltd428,614$4.41M0.4%+1,011.3%0.009%
4/8/2025 Rhumbline Advisers57,527$592K0.0%+6.7%0.001%
4/8/2025 Parallel Advisors LLC17,904$184K0.0%-12.1%0.000%
4/7/2025 GAMMA Investing LLC227,358$22.10M0.0%+969.5%0.005%
4/4/2025 Moody National Bank Trust Division11,115$114K0.0%N/A0.000%
4/3/2025 Versant Capital Management Inc21,894$225K0.0%+523.2%0.000%
4/3/2025 Central Pacific Bank Trust Division53,240$548K0.1%-4.5%0.001%
3/17/2025Wealth Enhancement Advisory Services LLC79,813$761K0.0%+30.8%0.002%
2/27/2025Brucke Financial Inc.10,142$96K0.1%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.14,755$141K0.0%-15.7%0.000%
2/20/2025Forum Financial Management LP30,705$293K0.0%+52.2%0.001%
2/19/2025Auxier Asset Management39,034$372K0.1%-5.3%0.001%
2/18/2025Vise Technologies Inc.59,125$564K0.0%+21.5%0.001%
2/18/2025Principal Street Partners LLC49,467$472K0.1%N/A0.001%
2/17/2025Wolverine Trading LLC21,878$208K0.0%N/A0.000%
2/17/2025Voloridge Investment Management LLC576,369$5.50M0.0%N/A0.013%
2/17/2025Waverly Advisors LLC31,281$298K0.0%N/A0.001%
2/17/2025Wallace Capital Management Inc.75,648$722K0.1%-5.4%0.002%
2/17/2025Vident Advisory LLC67,066$640K0.0%+99.3%0.001%
2/17/2025Two Sigma Advisers LP250,600$2.39M0.0%N/A0.006%
2/17/2025Two Sigma Investments LP202,492$1.93M0.0%-72.2%0.004%
2/17/2025Royal Bank of Canada2,733,615$26.08M0.0%+62.6%0.060%
2/17/2025Point72 Asset Management L.P.4,728,497$45.11M0.1%N/A0.104%
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2/17/2025Quadcap Wealth Management LLC11,905$114K0.0%-14.3%0.000%
2/17/2025Quantinno Capital Management LP577,518$5.51M0.1%+17.9%0.013%
2/17/2025Nuveen Asset Management LLC4,996,316$47.67M0.0%+0.2%0.110%
2/17/2025OMERS ADMINISTRATION Corp102,100$974K0.0%+454.9%0.002%
2/17/2025Marathon Partners Equity Management LLC125,000$1.19M1.0%N/A0.003%
2/17/2025Millennium Management LLC528,891$5.05M0.0%+82.5%0.012%
2/17/2025Laird Norton Wetherby Wealth Management LLC48,663$464K0.0%-8.0%0.001%
2/17/2025JARISLOWSKY FRASER Ltd697,108$6.65M0.0%+8.8%0.015%
2/17/2025Kahn Brothers Group Inc.203,033$1.94M0.4%-16.1%0.004%
2/17/2025Ground Swell Capital LLC15,813$151K0.2%N/A0.000%
2/17/2025Focus Partners Wealth67,928$686K0.0%+132.0%0.002%
2/17/2025Ethic Inc.134,511$1.28M0.0%-1.3%0.003%
2/17/2025Fiduciary Trust Co47,519$453K0.0%+13.3%0.001%
2/17/2025FORA Capital LLC12,405$118K0.0%-87.2%0.000%
2/17/2025D. E. Shaw & Co. Inc.66,458$634K0.0%-83.6%0.001%
2/17/2025Dimension Capital Management LLC16,010$153K0.0%+11.8%0.000%
2/17/2025EP Wealth Advisors LLC23,326$223K0.0%-13.5%0.001%
2/17/2025Eagle Global Advisors LLC224,000$2.14M0.1%N/A0.005%
2/17/2025Cresset Asset Management LLC50,897$486K0.0%-76.2%0.001%
2/17/2025Cubist Systematic Strategies LLC421,631$4.02M0.0%N/A0.009%
2/17/2025Cetera Investment Advisers139,514$1.33M0.0%-8.5%0.003%
2/17/2025Captrust Financial Advisors296,953$2.83M0.0%-1.8%0.007%
2/17/2025Cary Street Partners Financial LLC19,168$183K0.0%N/A0.000%
2/17/2025Bain Capital Public Equity Management II LLC2,844,010$27.13M1.2%+6.2%0.063%
2/17/2025Bain Capital Public Equity LP185,282$1.77M1.1%+20.0%0.004%
2/17/2025Baird Financial Group Inc.19,022$181K0.0%+43.9%0.000%
2/17/2025Balyasny Asset Management L.P.267,867$2.56M0.0%N/A0.006%
2/17/2025Bank of America Corp DE5,521,857$52.68M0.0%-3.7%0.122%
2/17/2025Benjamin Edwards Inc.84,460$806K0.0%+11.1%0.002%
2/17/2025Ameriprise Financial Inc.120,122$1.15M0.0%+15.8%0.003%
2/14/2025Mercer Global Advisors Inc. ADV266,881$2.55M0.0%+56.7%0.006%
2/14/2025Keel Point LLC15,736$150K0.0%+15.2%0.000%
2/14/2025Jane Street Group LLC208,666$1.99M0.0%-21.3%0.005%
2/14/2025Schonfeld Strategic Advisors LLC137,652$1.31M0.0%N/A0.003%
2/14/2025Lido Advisors LLC50,891$485K0.0%+24.5%0.001%
2/14/2025Northern Trust Corp5,412,542$51.64M0.0%+27.7%0.120%
2/14/2025The Manufacturers Life Insurance Company 1,799,005$17.16M0.0%+0.6%0.040%
2/14/2025Coldstream Capital Management Inc.36,612$349K0.0%+50.9%0.001%
2/14/2025Kovitz Investment Group Partners LLC10,683$102K0.0%-17.3%0.000%
2/14/2025Syon Capital LLC67,137$640K0.1%-6.5%0.001%
2/14/2025MGO One Seven LLC81,958$782K0.0%+101.6%0.002%
2/14/2025Hsbc Holdings PLC10,167$97K0.0%-33.0%0.000%
2/14/2025IHT Wealth Management LLC20,052$191K0.0%-42.4%0.000%
2/14/2025OneDigital Investment Advisors LLC39,411$376K0.0%-14.2%0.001%
2/14/2025Stifel Financial Corp2,033,298$19.40M0.0%+4.6%0.045%
2/14/2025Tower Research Capital LLC TRC 7,793$74K0.0%-84.2%0.000%
2/14/2025Kayne Anderson Rudnick Investment Management LLC1,769,937$16.89M0.0%-3.4%0.039%
2/14/2025MML Investors Services LLC242,603$2.31M0.0%-17.1%0.005%
2/14/2025Dimensional Fund Advisors LP754,364$7.20M0.0%-6.0%0.017%
2/14/2025First Trust Advisors LP54,177$517K0.0%N/A0.001%
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2/14/2025Forum Financial Management LP30,705$293K0.0%+52.2%0.001%
2/14/2025Freedom Investment Management Inc.70,352$671K0.1%-3.7%0.002%
2/14/2025GeoWealth Management LLC9,876$94K0.0%+67.4%0.000%
2/13/2025Altshuler Shaham Ltd138,977$1.33M0.0%-5.3%0.003%
2/13/2025NewEdge Advisors LLC60,949$581K0.0%+80.4%0.001%
2/13/2025Insigneo Advisory Services LLC31,617$302K0.0%-12.1%0.001%
2/13/2025United Capital Financial Advisors LLC37,475$358K0.0%+3.5%0.001%
2/13/2025Dodge & Cox178,744,926$1.71B1.0%-0.2%3.949%
2/13/2025Guggenheim Capital LLC67,358$643K0.0%N/A0.001%
2/13/2025XTX Topco Ltd149,451$1.43M0.1%N/A0.003%
(Data available from 1/1/2016 forward)

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HLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HLN shares?

During the previous two years, 487 institutional investors and hedge funds held shares of Haleon. The most heavily invested institutionals were Dodge & Cox ($1.71B), FMR LLC ($1.04B), Clearbridge Investments LLC ($312.94M), Harding Loevner LP ($183.79M), Wellington Management Group LLP ($146.23M), Douglas Lane & Associates LLC ($88.59M), and Sculptor Capital LP ($73.41M).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 398 institutional investors that purchased Haleon stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($25.70M), Wellington Management Group LLP ($22.77M), Clearbridge Investments LLC ($16.34M), Dodge & Cox ($15.55M), Harding Loevner LP ($13.26M), Raymond James Financial Inc. ($8.85M), and Point72 Asset Management L.P. ($4.73M).

How much institutional buying is happening at Haleon?

Institutional investors have bought a total of 178,413,267 shares in the last 24 months. This purchase volume represents approximately $1.56B in transactions.

Which Haleon major shareholders have been selling company stock?

Of the 254 institutional investors that sold Haleon stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($15.22M), JTC Employer Solutions Trustee Ltd ($9.05M), Brandywine Global Investment Management LLC ($7.30M), Bain Capital Public Equity Management II LLC ($5.56M), Clearbridge Investments LLC ($4.86M), Equity Investment Corp ($3.98M), and Russell Investments Group Ltd. ($2.04M).

How much institutional selling is happening at Haleon?

Institutional investors have sold a total of 64,794,735 shares in the last 24 months. This volume of shares sold represents approximately $567.52M in transactions.


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This page (NYSE:HLN) was last updated on 4/17/2025 by MarketBeat.com Staff
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