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S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
15 best consumer discretionary stocks for the rest of 2023
New CBOE “special perk” helps traders target income every weekend (Ad)
Energy traders: A rebound is coming
Kroger shares are begging to be bought 
New CBOE “special perk” helps traders target income every weekend (Ad)
Behind the tech boom: Big price leaders selectively laying off
NetApp stock is about to hit 20-year highs
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Ambarella: robust double-digit upside comes into focus
These biotechs targeting multiple neurodegenerative diseases
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
15 best consumer discretionary stocks for the rest of 2023
New CBOE “special perk” helps traders target income every weekend (Ad)
Energy traders: A rebound is coming
Kroger shares are begging to be bought 
New CBOE “special perk” helps traders target income every weekend (Ad)
Behind the tech boom: Big price leaders selectively laying off
NetApp stock is about to hit 20-year highs
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Ambarella: robust double-digit upside comes into focus
These biotechs targeting multiple neurodegenerative diseases
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
15 best consumer discretionary stocks for the rest of 2023
New CBOE “special perk” helps traders target income every weekend (Ad)
Energy traders: A rebound is coming
Kroger shares are begging to be bought 
New CBOE “special perk” helps traders target income every weekend (Ad)
Behind the tech boom: Big price leaders selectively laying off
NetApp stock is about to hit 20-year highs
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Ambarella: robust double-digit upside comes into focus
These biotechs targeting multiple neurodegenerative diseases

Haleon (HLN) Institutional Ownership

$8.58
+0.02 (+0.23%)
(As of 12/1/2023 ET)
Compare
Today's Range
$8.50
$8.60
50-Day Range
$7.78
$8.63
52-Week Range
$7.01
$9.05
Volume
4.77 million shs
Average Volume
3.62 million shs
Market Capitalization
$39.62 billion
P/E Ratio
N/A
Dividend Yield
1.05%
Price Target
N/A

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

Current
Institutional Ownership
Percentage
6.67%
Number of
Institutional Buyers
(last 12 months)
282
Total
Institutional Inflows
(last 12 months)
$1.02 B
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$282.78 M
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Skip Chart & View Institutional Buying and Selling Data

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
12/1/2023Wellington Management Group LLP5,118,871$42.64M0.0%N/A0.111%
11/30/2023American Century Companies Inc.440,294$3.67M0.0%+87.1%0.010%
11/24/2023Deutsche Bank AG3,812$32K0.0%-60.5%0.000%
11/24/2023EP Wealth Advisors LLC19,523$0.16M0.0%+23.1%0.000%
11/16/2023Morgan Stanley6,209,453$51.73M0.0%+0.6%0.134%
11/15/2023Integrated Wealth Concepts LLC40,557$0.34M0.0%+3.9%0.001%
11/15/2023Townsquare Capital LLC217,672$1.81M0.0%-4.3%0.005%
11/15/2023Mercer Global Advisors Inc. ADV115,479$0.96M0.0%+73.1%0.003%
11/15/2023Royal Bank of Canada1,604,030$13.36M0.0%+19.9%0.035%
11/15/2023Sei Investments Co.437,764$3.65M0.0%-16.4%0.009%
11/15/2023Seven Eight Capital LP13,265$0.11M0.0%+32.0%0.000%
11/15/2023Lake Street Advisors Group LLC35,147$0.29M0.0%+29.4%0.001%
11/15/2023Eminence Capital LP3,363,906$28.02M0.6%+10.8%0.073%
11/15/2023Ameriprise Financial Inc.110,967$0.93M0.0%-2.2%0.002%
11/15/2023Advisors Asset Management Inc.31,325$0.26M0.0%-23.6%0.001%
11/15/2023Glenmede Trust Co. NA54,823$0.46M0.0%-13.5%0.001%
11/15/2023Insigneo Advisory Services LLC43,974$0.37M0.1%N/A0.001%
11/14/2023Lazard Asset Management LLC12,000$99K0.0%-25.0%0.000%
11/14/2023Rehmann Capital Advisory Group10,921$91K0.0%N/A0.000%
11/14/2023Qube Research & Technologies Ltd92,504$0.77M0.0%N/A0.002%
11/14/2023Seven Mile Advisory14,262$0.12M0.1%+18.2%0.000%
11/14/2023Synovus Financial Corp109,841$0.92M0.0%+3.4%0.002%
11/14/2023O Shaughnessy Asset Management LLC20,218$0.17M0.0%+24.6%0.000%
11/13/2023Clark Estates Inc. NY2,850,000$23.74M4.3%-8.1%0.062%
11/13/2023Natixis Advisors L.P.480,123$4M0.0%+42.7%0.010%
11/13/2023Personal CFO Solutions LLC17,485$0.15M0.0%+40.4%0.000%
11/13/2023Optiver Holding B.V.312,238$2.60M0.0%N/A0.007%
11/13/2023Kayne Anderson Rudnick Investment Management LLC1,692,937$14.10M0.0%+6,593.0%0.037%
11/13/2023Northern Trust Corp3,455,293$28.78M0.0%+3.0%0.075%
11/13/2023Stifel Financial Corp1,158,251$9.65M0.0%+3.1%0.025%
11/13/2023Kahn Brothers Group Inc.1,032,464$8.60M1.3%-18.7%0.022%
11/13/2023QVIDTVM Management LLC709,564$5.91M4.6%+36.8%0.015%
11/13/2023Mariner LLC345,866$2.88M0.0%+32.8%0.007%
11/13/2023LPL Financial LLC1,573,851$13.11M0.0%+3.0%0.034%
11/13/2023Clearbridge Investments LLC25,969,502$216.33M0.2%+2.2%0.562%
11/13/2023Cardiff Park Advisors LLC14,961$0.13M0.0%N/A0.000%
11/13/2023Acadian Asset Management LLC64,095$0.53M0.0%+554.8%0.001%
11/13/2023Hsbc Holdings PLC14,588$0.12M0.0%N/A0.000%
11/13/2023Invesco Ltd.2,680,645$22.33M0.0%-5.2%0.058%
11/13/2023FMR LLC53,951,936$449.42M0.0%+22.2%1.168%
11/13/2023Envestnet Asset Management Inc.5,931,187$49.41M0.0%+121.2%0.128%
11/13/2023Envestnet Portfolio Solutions Inc.175,626$1.46M0.0%N/A0.004%
11/13/2023QRG Capital Management Inc.74,419$0.62M0.0%N/A0.002%
11/13/2023Kestra Advisory Services LLC33,725$0.28M0.0%-12.5%0.001%
11/13/2023Tweedy Browne Co LLC120,718$1.01M0.1%-1.4%0.003%
11/13/2023PNC Financial Services Group Inc.227,014$1.89M0.0%-9.8%0.005%
11/9/2023Rhumbline Advisers28,885$0.24M0.0%+35.8%0.001%
11/9/2023Deutsche Bank AG3,812$32K0.0%-60.5%0.000%
11/9/2023Citigroup Inc.991,798$8.26M0.0%+10.2%0.021%
11/9/2023Wealth Alliance33,940$0.28M0.0%+6.3%0.001%
11/9/2023Liontrust Investment Partners LLP39,695$0.33M0.0%-91.7%0.001%
11/9/2023Blair William & Co. IL15,913$0.13M0.0%-24.3%0.000%
11/9/2023Sustainable Growth Advisers LP27,382$0.23M0.0%+16.6%0.001%
11/9/2023UBS Group AG1,572,619$13.10M0.0%-3.5%0.034%
11/8/2023HighTower Advisors LLC220,873$1.83M0.0%-9.9%0.005%
11/8/2023Pathstone Family Office LLC23,804$0.20M0.0%N/A0.001%
11/8/2023Vanguard Personalized Indexing Management LLC88,392$0.74M0.0%+11.8%0.002%
11/8/2023Van ECK Associates Corp2,470,295$20.58M0.0%+18.7%0.054%
11/8/2023Charles Schwab Investment Management Inc.70,008$0.58M0.0%+104.1%0.002%
11/8/2023Sequoia Financial Advisors LLC66,042$0.55M0.0%+98.3%0.001%
11/8/2023D.A. Davidson & CO.39,574$0.33M0.0%-10.9%0.001%
11/8/2023Gabelli Funds LLC17,000$0.14M0.0%+21.4%0.000%
11/8/2023Janney Montgomery Scott LLC201,094$1.68M0.0%-0.8%0.004%
11/8/2023Atria Wealth Solutions Inc.23,059$0.19M0.0%-23.7%0.000%
11/8/2023Argent Trust Co22,351$0.19M0.0%-8.3%0.000%
11/8/2023First Eagle Investment Management LLC953,516$7.94M0.0%+9.5%0.021%
11/8/2023Dorsey & Whitney Trust CO LLC21,062$0.18M0.0%+54.7%0.000%
11/8/2023NewEdge Wealth LLC61,846$0.52M0.0%+8.9%0.001%
11/8/2023Exencial Wealth Advisors LLC1,079,318$8.99M0.4%+3.6%0.023%
11/8/2023Banco Santander S.A.173,810$1.45M0.0%+3.9%0.004%
11/8/2023J.P. Morgan Private Wealth Advisors LLC117,914$0.98M0.0%+19.2%0.003%
11/8/2023Equity Investment Corp3,910,376$32.57M1.0%+0.3%0.085%
11/8/2023Avantax Advisory Services Inc.34,630$0.29M0.0%-7.8%0.001%
11/8/2023Oppenheimer & Co. Inc.29,688$0.25M0.0%-27.1%0.001%
11/8/2023Oppenheimer Asset Management Inc.653,972$5.45M0.1%+49.5%0.014%
11/8/2023Kestra Private Wealth Services LLC16,933$0.14M0.0%+17.1%0.000%
11/8/2023Keybank National Association OH223,136$1.86M0.0%+63.6%0.005%
11/7/2023Kingsview Wealth Management LLC17,968$0.15M0.0%-10.9%0.000%
11/7/2023Atria Investments Inc150,581$1.25M0.0%N/A0.003%
11/7/2023Jump Financial LLC19,593$0.16M0.0%N/A0.000%
11/7/2023Savant Capital LLC14,804$0.12M0.0%+27.9%0.000%
11/7/2023Cornerstone Wealth Management LLC40,733$0.34M0.0%+135.1%0.001%
11/6/2023Schechter Investment Advisors LLC31,854$0.27M0.0%+6.4%0.001%
11/6/2023Vestmark Advisory Solutions Inc.59,846$0.50M0.0%-16.1%0.001%
11/6/2023Euro Pacific Asset Management LLC106,912$0.89M0.2%-1.7%0.002%
11/6/2023Lincoln National Corp17,959$0.15M0.0%-7.7%0.000%
11/4/2023NBC Securities Inc.9,900$82K0.0%N/A0.000%
11/4/2023Syon Capital LLC51,536$0.43M0.1%N/A0.001%
11/4/2023Signaturefd LLC105,486$0.88M0.0%+3.0%0.002%
11/3/2023MGO One Seven LLC60,076$0.50M0.0%+51.2%0.001%
11/3/2023Private Advisor Group LLC62,990$0.53M0.0%+8.8%0.001%
11/3/2023WealthTrust Axiom LLC50,392$0.42M0.2%-3.2%0.001%
11/2/2023FDx Advisors Inc.57,336$0.48M0.0%-23.1%0.001%
11/2/2023M&T Bank Corp57,706$0.48M0.0%+5.4%0.001%
11/1/2023Orion Portfolio Solutions LLC576,969$4.81M0.1%+4.0%0.012%
11/1/2023Baron Wealth Management LLC23,805$0.20M0.1%+89.0%0.001%
11/1/2023Tempus Wealth Planning LLC56,116$0.47M0.2%-3.7%0.001%
11/1/2023Legacy Wealth Asset Management LLC65,442$0.55M0.2%N/A0.001%
10/31/2023Wright Investors Service Inc.12,905$0.11M0.0%+16.2%0.000%
10/31/2023Kornitzer Capital Management Inc. KS322,962$2.69M0.1%-21.1%0.007%
(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, 479 institutional investors and hedge funds held shares of Haleon. The most heavily invested institutionals were Dodge & Cox ($912.13M), FMR LLC ($449.42M), Clearbridge Investments LLC ($216.33M), Fisher Asset Management LLC ($141.66M), Harding Loevner LP ($111.12M), Bain Capital Public Equity Management II LLC ($103.66M), and Alliancebernstein L.P. ($95.26M).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 451 institutional investors that purchased Haleon stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($19.29M), FMR LLC ($16.02M), Dodge & Cox ($15.55M), Price T Rowe Associates Inc. MD ($14.35M), Harding Loevner LP ($13.26M), Bain Capital Public Equity Management II LLC ($9.75M), and JTC Employer Solutions Trustee Ltd ($9.33M).

How much institutional buying is happening at Haleon?

Institutional investors have bought a total of 249,941,375 shares in the last 24 months. This purchase volume represents approximately $1.78B in transactions.

Which Haleon major shareholders have been selling company stock?

Of the 186 institutional investors that sold Haleon stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brandywine Global Investment Management LLC ($7.30M), Bain Capital Public Equity Management II LLC ($3.06M), Fisher Asset Management LLC ($2.39M), Russell Investments Group Ltd. ($2.23M), Van ECK Associates Corp ($2.19M), Jane Street Group LLC ($2.15M), and State Street Corp ($1.38M).

How much institutional selling is happening at Haleon?

Institutional investors have sold a total of 34,666,351 shares in the last 24 months. This volume of shares sold represents approximately $282.78M in transactions.


This page (NYSE:HLN) was last updated on 12/2/2023 by MarketBeat.com Staff

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