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Haleon (HLN) Institutional Ownership

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$9.80 -0.02 (-0.15%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$9.71 -0.09 (-0.97%)
As of 07/2/2026 07:47 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 Massive. 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)
314
Total
Institutional Inflows
(last 12 months)
$1.19B
Number of
Institutional Sellers
(last 12 months)
218
Total
Institutional Outflows
(last 12 months)
$782.15M
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Skip Chart & View Institutional Buying and Selling Data

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
7/2/2026 Versant Capital Management Inc16,968$158K0.0%-48.7%0.000%
7/2/2026 Hilltop National Bank15,672$146K0.0%+12.7%0.000%
7/1/2026 Confluence Investment Management LLC106,258$991K0.0%+1.8%0.002%
6/3/2026Parallel Advisors LLC30,272$303K0.0%+20.4%0.001%
6/3/2026NewEdge Advisors LLC111,815$1.12M0.0%-10.8%0.003%
5/27/2026Allen Capital Group LLC13,628$136K0.0%+14.5%0.000%
5/22/2026Summitry LLC52,951$530K0.0%+4.2%0.001%
5/19/2026Western Wealth Management LLC2,872$29K0.0%N/A0.000%
5/19/2026Bank of America Corp DE10,934,228$109.45M0.0%+17.0%0.246%
5/19/2026JTC Employer Solutions Trustee Ltd1,610,721$16.12M1.3%+470.2%0.036%
5/19/2026Altshuler Shaham Ltd196,378$1.97M0.0%+96.4%0.004%
5/18/2026EverSource Wealth Advisors LLC57,526$576K0.0%+64.3%0.001%
5/18/2026Royal Bank of Canada3,063,916$30.67M0.0%+8.5%0.069%
5/16/2026The Manufacturers Life Insurance Company 1,131,403$11.33M0.0%-1.1%0.025%
5/16/2026Quantinno Capital Management LP1,221,499$12.23M0.0%+11.8%0.027%
5/15/2026Sculptor Capital LP5,300,868$53.06M0.6%-49.3%0.119%
5/15/2026Waverly Advisors LLC55,485$555K0.0%-9.6%0.001%
5/14/2026Bollard Group LLC9,209$92K0.0%-60.4%0.000%
5/14/2026Public Employees Retirement System of Ohio222,708$2.23M0.0%+136.4%0.005%
5/14/2026Compound Planning Inc.50,285$503K0.0%+45.6%0.001%
5/14/2026Modern Wealth Management LLC10,197$102K0.0%N/A0.000%
5/14/2026Keebeck Wealth Management15,349$154K0.0%N/A0.000%
5/14/2026Arrowstreet Capital Limited Partnership14,674,518$146.89M0.1%+82.8%0.330%
5/14/2026Aspen Grove Capital LLC38,423$385K0.1%+6.4%0.001%
5/14/2026Gibbs Wealth Management13,373$134K0.0%N/A0.000%
5/14/2026Sei Investments Co.1,285,485$12.87M0.0%+89.4%0.029%
5/14/2026Lido Advisors LLC59,908$600K0.0%+22.5%0.001%
5/13/2026Cetera Investment Advisers247,741$2.48M0.0%+17.0%0.006%
5/13/2026NewEdge Wealth LLC80,759$808K0.0%-12.0%0.002%
5/13/2026Acumen Wealth Advisors LLC291,363$2.92M0.8%-25.4%0.007%
5/7/2026WCM Investment Management LLC1,725,059$17.25M0.0%+70.3%0.039%
5/7/2026Dimensional Fund Advisors LP464,724$4.65M0.0%-1.7%0.010%
5/7/2026Parallel Advisors LLC30,272$303K0.0%+20.4%0.001%
5/6/2026Annis Gardner Whiting Capital Advisors LLC3,002$30K0.0%+402.0%0.000%
5/6/2026Euro Pacific Asset Management LLC87,897$912K0.1%-1.9%0.002%
5/6/2026Future Fund LLC69,250$693K0.2%+8.5%0.002%
5/6/2026Gryphon Financial Partners LLC10,092$101K0.0%N/A0.000%
5/6/2026Prospect Financial Group LLC11,117$111K0.1%-12.2%0.000%
5/6/2026Goodman Financial Corp1,147,659$11.49M2.0%N/A0.026%
5/6/2026Bessemer Group Inc.25,986$260K0.0%+11.6%0.001%
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5/6/2026Allspring Global Investments Holdings LLC43,714$435K0.0%+13.6%0.001%
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%
5/4/2026ABC Arbitrage SA477,377$4.78M0.6%-82.9%0.011%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management62,119$622K0.0%+14.1%0.001%
5/4/2026Bleakley Financial Group LLC29,924$300K0.0%+11.0%0.001%
5/4/2026NWF Advisory Services Inc.10,190$102K0.0%N/A0.000%
5/4/2026Principal Financial Group Inc.2,803,530$28.06M0.0%+27,393.7%0.063%
5/2/2026Diversify Wealth Management LLC16,091$150K0.0%N/A0.000%
5/1/2026Fifth Third Bancorp217,156$2.17M0.0%-1.6%0.005%
5/1/2026Simplicity Wealth LLC30,523$306K0.0%-30.8%0.001%
5/1/2026Sequoia Financial Advisors LLC102,062$1.02M0.0%+7.5%0.002%
5/1/2026Manning & Napier Advisors LLC306,509$3.07M0.0%-1.4%0.007%
4/30/2026First Horizon Corp23,450$235K0.0%-23.3%0.001%
4/30/2026Kestra Advisory Services LLC42,584$426K0.0%-24.9%0.001%
4/30/2026Personal CFO Solutions LLC15,673$157K0.0%+11.5%0.000%
4/29/2026Axxcess Wealth Management LLC59,108$592K0.0%-6.0%0.001%
4/29/2026R Squared Ltd12,473$125K0.1%-68.5%0.000%
4/29/2026Resonant Capital Advisors LLC31,874$319K0.0%+20.5%0.001%
4/28/2026Kathmere Capital Management LLC34,900$349K0.0%-20.1%0.001%
4/28/2026Abel Hall LLC11,938$119K0.0%N/A0.000%
4/28/2026Stephens Inc. AR93,085$932K0.0%-2.7%0.002%
4/28/2026QRG Capital Management Inc.379,517$3.80M0.0%+17.4%0.009%
4/27/2026HB Wealth Management LLC138,272$1.38M0.0%+3.5%0.003%
4/27/2026PFG Investments LLC18,474$185K0.0%-8.0%0.000%
4/27/2026Private Advisor Group LLC219,187$2.19M0.0%+15.3%0.005%
4/27/2026Y Intercept Hong Kong Ltd93,822$939K0.0%N/A0.002%
4/25/2026Keybank National Association OH207,523$2.08M0.0%-1.3%0.005%
4/23/2026Tepp RIA LLC11,490$115K0.1%N/A0.000%
4/23/2026Apollon Wealth Management LLC21,271$213K0.0%+23.9%0.000%
4/22/2026Janney Montgomery Scott LLC1,063,693$10.65M0.0%+3.6%0.024%
4/22/2026Sterling Capital Management LLC94,183$943K0.0%-6.7%0.002%
4/22/2026Venturi Wealth Management LLC17,285$173K0.0%+32.5%0.000%
4/21/2026SmartHarvest Portfolios LLC61,774$618K0.3%+10.7%0.001%
4/21/2026Aaron Wealth Advisors LLC46,876$469K0.0%+13.7%0.001%
4/20/2026Ritholtz Wealth Management97,069$972K0.0%+118.7%0.002%
4/20/2026Tanager Wealth Management LLP13,603$136K0.0%N/A0.000%
4/20/2026Blue Trust Inc.87,556$876K0.0%+7.1%0.002%
4/18/2026Cidel Asset Management Inc.473,692$4.74M0.3%+30.0%0.011%
4/16/2026Quotient Wealth Partners LLC16,407$164K0.0%+7.9%0.000%
4/16/2026Founders 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%
3/11/2026Larry 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%
2/19/2026Axxcess Wealth Management LLC62,910$636K0.0%-5.1%0.001%
2/19/2026Corient Private Wealth LLC125,442$1.24M0.0%+7.4%0.003%
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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%
2/18/2026Evolve Private Wealth LLC15,836$160K0.0%N/A0.000%
2/18/2026Aureus Asset Management LLC11,001$111K0.0%N/A0.000%


HLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 537 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), Arrowstreet Capital Limited Partnership ($146.89M), and Bank of America Corp DE ($109.45M).Learn more on Haleon's institutional investors.

6.67% of Haleon's stock is owned by institutional investors. Learn more on HLN's institutional investor holdings.

Of the 462 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), Arrowstreet Capital Limited Partnership ($15.61M), Wellington Management Group LLP ($12.59M), FMR LLC ($9.68M), Raymond James Financial Inc. ($9.49M), Natixis Advisors LLC ($9.48M), and Bank of America Corp DE ($8.26M).

Institutional investors have bought a total of 119,075,697 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

Of the 218 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 ($17.40M), Wellington Management Group LLP ($11.69M), Altshuler Shaham Ltd ($7.84M), Sculptor Capital LP ($6.05M), UBS Group AG ($5.64M), JPMorgan Chase & Co. ($3.88M), and Voloridge Investment Management LLC ($3.56M).

Institutional investors have sold a total of 79,129,683 shares in the last 24 months. This volume of shares sold represents approximately $782.15M in transactions.


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This page (NYSE:HLN) was last updated on 7/5/2026 by MarketBeat.com Staff.
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