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Haleon (HLN) Institutional Ownership

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$9.18 -0.07 (-0.70%)
Closing price 03:59 PM Eastern
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$9.26 +0.09 (+0.94%)
As of 07:56 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)
331
Total
Institutional Inflows
(last 12 months)
$1.29B
Number of
Institutional Sellers
(last 12 months)
238
Total
Institutional Outflows
(last 12 months)
$852.30M
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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
5/5/2026Bank of New York Mellon Corp2,596,454$25.99M0.0%-2.1%0.058%
5/5/2026Sanctuary Advisors LLC295,125$2.95M0.0%+1.2%0.007%
5/4/2026 ABC Arbitrage SA477,377$4.78M0.6%-82.9%0.011%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management62,119$622K0.0%+14.1%0.001%
5/4/2026 Bleakley Financial Group LLC29,924$300K0.0%+11.0%0.001%
5/4/2026 NWF Advisory Services Inc.10,190$102K0.0%N/A0.000%
5/4/2026 Principal Financial Group Inc.2,803,530$28.06M0.0%+27,393.7%0.063%
5/2/2026 Diversify Wealth Management LLC16,091$150K0.0%N/A0.000%
5/1/2026 Fifth Third Bancorp217,156$2.17M0.0%-1.6%0.005%
5/1/2026 Simplicity Wealth LLC30,523$306K0.0%-30.8%0.001%
5/1/2026 Sequoia Financial Advisors LLC102,062$1.02M0.0%+7.5%0.002%
5/1/2026 Manning & Napier Advisors LLC306,509$3.07M0.0%-1.4%0.007%
4/30/2026 First Horizon Corp23,450$235K0.0%-23.3%0.001%
4/30/2026 Kestra Advisory Services LLC42,584$426K0.0%-24.9%0.001%
4/30/2026 Personal CFO Solutions LLC15,673$157K0.0%+11.5%0.000%
4/29/2026 Axxcess Wealth Management LLC59,108$592K0.0%-6.0%0.001%
4/29/2026 R Squared Ltd12,473$125K0.1%-68.5%0.000%
4/29/2026 Resonant Capital Advisors LLC31,874$319K0.0%+20.5%0.001%
4/28/2026 Kathmere Capital Management LLC34,900$349K0.0%-20.1%0.001%
4/28/2026 Abel Hall LLC11,938$119K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR93,085$932K0.0%-2.7%0.002%
4/28/2026 QRG Capital Management Inc.379,517$3.80M0.0%+17.4%0.009%
4/27/2026 HB Wealth Management LLC138,272$1.38M0.0%+3.5%0.003%
4/27/2026 PFG Investments LLC18,474$185K0.0%-8.0%0.000%
4/27/2026 Private Advisor Group LLC219,187$2.19M0.0%+15.3%0.005%
4/27/2026 Y Intercept Hong Kong Ltd93,822$939K0.0%N/A0.002%
4/25/2026 Keybank National Association OH207,523$2.08M0.0%-1.3%0.005%
4/23/2026 Tepp RIA LLC11,490$115K0.1%N/A0.000%
4/23/2026 Apollon Wealth Management LLC21,271$213K0.0%+23.9%0.000%
4/22/2026 Janney Montgomery Scott LLC1,063,693$10.65M0.0%+3.6%0.024%
4/22/2026 Sterling Capital Management LLC94,183$943K0.0%-6.7%0.002%
4/22/2026 Venturi Wealth Management LLC17,285$173K0.0%+32.5%0.000%
4/21/2026 SmartHarvest Portfolios LLC61,774$618K0.3%+10.7%0.001%
4/21/2026 Aaron Wealth Advisors LLC46,876$469K0.0%+13.7%0.001%
4/20/2026 Ritholtz Wealth Management97,069$972K0.0%+118.7%0.002%
4/20/2026 Tanager Wealth Management LLP13,603$136K0.0%N/A0.000%
4/20/2026 Blue Trust Inc.87,556$876K0.0%+7.1%0.002%
4/18/2026 Cidel Asset Management Inc.473,692$4.74M0.3%+30.0%0.011%
4/16/2026 Quotient Wealth Partners LLC16,407$164K0.0%+7.9%0.000%
4/16/2026 Founders Financial Securities LLC203,046$2.03M0.1%-4.9%0.005%
3/17/2026Rockefeller Capital Management L.P.5,397,200$54.57M0.1%+0.3%0.121%
3/11/2026 Larry Mathis Financial Planning LLC19,807$200K0.2%N/A0.000%
3/9/2026Corient Private Wealth LLC127,223$1.26M0.0%+8.9%0.003%
3/4/2026Rehmann Capital Advisory Group31,183$315K0.0%+136.4%0.001%
3/3/2026Caitong International Asset Management Co. Ltd4,197$42K0.0%-33.6%0.000%
2/25/2026MidFirst Bank11,059$112K0.0%N/A0.000%
2/19/2026Invesco Ltd.21,361$216K0.0%-96.9%0.000%
2/19/2026 Axxcess Wealth Management LLC62,910$636K0.0%-5.1%0.001%
2/19/2026Corient Private Wealth LLC125,442$1.24M0.0%+7.4%0.003%
2/18/2026Mercer Global Advisors Inc. ADV318,604$3.22M0.0%+1.9%0.007%
2/18/2026Vident Advisory LLC214,286$2.17M0.0%-16.7%0.005%
2/18/2026Beacon Pointe Advisors LLC25,736$260K0.0%+39.9%0.001%
2/18/2026EP Wealth Advisors LLC22,571$228K0.0%N/A0.001%
2/18/2026NewEdge Advisors LLC125,409$1.27M0.0%+92.4%0.003%
2/18/2026Voloridge Investment Management LLC3,505,109$35.44M0.1%-40.5%0.079%
2/18/2026Wellington Management Group LLP4,992,529$50.47M0.0%-68.2%0.112%
2/18/2026IHT Wealth Management LLC16,205$164K0.0%+6.9%0.000%
2/18/2026 Evolve Private Wealth LLC15,836$160K0.0%N/A0.000%
2/18/2026Aureus Asset Management LLC11,001$111K0.0%N/A0.000%
2/18/2026Balyasny Asset Management L.P.665,634$6.73M0.0%N/A0.015%
2/18/2026Auxier Asset Management LLC37,076$375K0.1%-2.4%0.001%
2/18/2026Align Financial LLC69,051$698K0.0%N/A0.002%
2/18/2026Altshuler Shaham Ltd100,000$1.01M0.0%-98.7%0.002%
2/17/2026Guggenheim Capital LLC68,815$696K0.0%-7.7%0.002%
2/17/2026Schonfeld Strategic Advisors LLC766,196$7.75M0.0%+58.6%0.017%
2/17/2026AQR Capital Management LLC149,855$1.52M0.0%+8.0%0.003%
2/17/2026GAM Holding AG594,409$6.01M0.4%-2.0%0.013%
2/17/2026Cetera Investment Advisers211,735$2.14M0.0%+1.0%0.005%
2/17/2026Equitable Holdings Inc.24,946$252K0.0%-25.0%0.001%
2/17/2026Laird Norton Wetherby Trust Company LLC149,935$1.52M0.0%+500.9%0.003%
2/17/2026Osaic Holdings Inc.128,238$1.30M0.0%+9.8%0.003%
2/17/2026Advisory Services Network LLC30,895$312K0.0%+77.2%0.001%
2/17/2026Public Employees Retirement System of Ohio94,215$953K0.0%N/A0.002%
2/17/2026Russell Investments Group Ltd.1,023,190$10.34M0.0%+0.3%0.023%
2/17/2026Captrust Financial Advisors330,176$3.34M0.0%+35.6%0.007%
2/17/2026&PARTNERS62,125$628K0.0%+17.8%0.001%
2/17/2026ExodusPoint Capital Management LP47,356$479K0.0%N/A0.001%
2/17/2026Blair William & Co. IL51,642$522K0.0%+8.0%0.001%
2/17/2026Bain Capital Public Equity LP12,144$123K0.1%N/A0.000%
2/17/2026Royal Bank of Canada2,825,075$28.56M0.0%+5.6%0.063%
2/17/2026Magnetar Financial LLC10,617$107K0.0%N/A0.000%
2/16/2026Sculptor Capital LP10,454,868$105.70M1.1%+5.1%0.235%
2/16/2026Vanguard Personalized Indexing Management LLC192,505$1.95M0.0%+5.5%0.004%
2/16/2026 MML Investors Services LLC136,563$1.38M0.0%-9.8%0.003%
2/16/2026Mariner LLC620,293$6.27M0.0%+30.7%0.014%
2/16/2026Focus Partners Wealth170,971$1.73M0.0%+10.6%0.004%
2/16/2026Barclays PLC580,657$5.87M0.0%+115.1%0.013%
2/16/2026Brown Advisory Inc.85,836$868K0.0%+10.2%0.002%
2/16/2026Bollard Group LLC23,277$235K0.0%N/A0.001%
2/16/2026Arrowstreet Capital Limited Partnership8,027,189$81.16M0.0%+4,315.4%0.180%
2/13/2026 Kestra Advisory Services LLC56,689$573K0.0%+9.0%0.001%
2/13/2026Parkside Financial Bank & Trust2,847$29K0.0%+101.3%0.000%
2/13/2026The Manufacturers Life Insurance Company 1,143,572$11.56M0.0%-0.9%0.026%
2/13/2026PCM Encore LLC10,754$109K0.0%N/A0.000%
2/13/2026Stifel Financial Corp2,109,051$21.32M0.0%-0.8%0.047%
2/13/2026Commerce Bank11,675$118K0.0%N/A0.000%
2/13/2026Smartleaf Asset Management LLC32,888$332K0.0%+11.7%0.001%
2/13/2026Acumen Wealth Advisors LLC390,621$3.95M1.1%N/A0.009%
2/13/2026Bank of Nova Scotia18,414$186K0.0%+12.7%0.000%
2/13/2026Dodge & Cox151,755,452$1.53B0.8%-1.7%3.408%


HLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HLN shares?

During the previous two years, 535 institutional investors and hedge funds held shares of Haleon. The most heavily invested institutionals were Dodge & Cox ($1.53B), FMR LLC ($1.04B), Clearbridge Investments LLC ($317.69M), Morgan Stanley ($217.32M), Norges Bank ($163.53M), Sculptor Capital LP ($105.70M), and Goldman Sachs Group Inc. ($105.56M).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 460 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: Norges Bank ($16.45M), Clearbridge Investments LLC ($15.17M), Wellington Management Group LLP ($12.59M), FMR LLC ($9.68M), Raymond James Financial Inc. ($9.49M), Natixis Advisors LLC ($9.48M), and Arrowstreet Capital Limited Partnership ($8.96M).

How much institutional buying is happening at Haleon?

Institutional investors have bought a total of 128,891,709 shares in the last 24 months. This purchase volume represents approximately $1.29B in transactions.

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

Of the 234 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 ($26.99M), Wellington Management Group LLP ($11.69M), Altshuler Shaham Ltd ($7.84M), UBS Group AG ($5.64M), JPMorgan Chase & Co. ($3.88M), Voloridge Investment Management LLC ($3.56M), and ABC Arbitrage SA ($2.31M).

How much institutional selling is happening at Haleon?

Institutional investors have sold a total of 85,810,286 shares in the last 24 months. This volume of shares sold represents approximately $852.30M in transactions.



This page (NYSE:HLN) was last updated on 5/5/2026 by MarketBeat.com Staff.
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