Free Trial
→ The $42 Billion Breakthrough That Took 40 Years to Arrive (From Compounding Quality) (Ad)tc pixel Free HLN Stock Alerts

Haleon (HLN) Institutional Ownership

Haleon logo
$9.64 +0.21 (+2.17%)
As of 12:06 PM Eastern
This is a fair market value price provided by Massive. 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)
274
Total
Institutional Inflows
(last 12 months)
$925.43M
Number of
Institutional Sellers
(last 12 months)
185
Total
Institutional Outflows
(last 12 months)
$598.47M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HLN Institutional Buying and Selling by Quarter

Haleon Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Euro Pacific Asset Management LLC85,376$832K0.1%-1.3%0.002%
10/9/2026Douglas Lane & Associates LLC6,546,637$58.92M0.7%-2.2%0.149%
10/9/2026GAMMA Investing LLC38,217$344K0.0%+9.8%0.001%
10/8/2026Farther Finance Advisors LLC34,472$310K0.0%+9.8%0.001%
10/8/2026Valeo Financial Advisors LLC18,267$164K0.0%-7.7%0.000%
10/5/2026Baker Tilly Wealth Management LLC81,243$731K0.1%+7.8%0.002%
10/2/2026 Versant Capital Management Inc25,481$229K0.0%+50.2%0.001%
9/23/2026QRG Capital Management Inc.383,552$3.58M0.0%+1.1%0.009%
9/21/2026Altar Rock LLC14,175$132K0.2%N/A0.000%
9/9/2026Keystone Financial Planning Inc.49,145$459K0.1%-6.4%0.001%
9/9/2026Sequoia Financial Advisors LLC56,182$521K0.0%-45.0%0.001%
9/9/2026Tidal Investments LLC390,259$3.64M0.0%-66.6%0.009%
9/9/2026Archford Capital Strategies LLC98,570$920K0.1%-34.7%0.002%
9/9/2026WINTON GROUP Ltd53,000$494K0.0%N/A0.001%
9/9/2026Engineers Gate Manager LP200,344$1.87M0.0%N/A0.005%
9/9/2026Cidel Asset Management Inc.423,205$3.95M0.2%-10.7%0.010%
9/9/2026NorthRock Partners LLC52,244$487K0.0%+31.5%0.001%
9/9/2026Integrated Wealth Concepts LLC17,170$160K0.0%+48.9%0.000%
9/9/2026NewEdge Advisors LLC133,508$1.25M0.0%+19.4%0.003%
9/9/2026Squarepoint Ops LLC127,143$1.19M0.0%N/A0.003%
9/8/2026Allworth Financial LP12,903$118K0.0%-11.5%0.000%
9/8/2026West Family Investments Inc.18,226$170K0.0%+37.5%0.000%
9/8/2026Waverly Advisors LLC58,722$548K0.0%+5.8%0.001%
9/4/2026Parkside Financial Bank & Trust6,233$58K0.0%+20.4%0.000%
8/23/2026Ameritas Advisory Services LLC18,641$174K0.0%+16.0%0.000%
8/23/2026Kintra Wealth LLC28,145$276K0.0%N/A0.001%
8/23/2026HB Wealth Management LLC133,227$1.24M0.0%-3.6%0.003%
8/22/2026Syon Capital LLC65,427$610K0.0%-12.6%0.001%
8/22/2026TD Waterhouse Canada Inc.13,071$123K0.0%-11.8%0.000%
8/22/2026Concurrent Investment Advisors LLC31,866$297K0.0%+14.2%0.001%
8/21/2026Greenspring Advisors LLC14,121$132K0.0%+20.2%0.000%
8/21/2026Natural Investments LLC89,579$835K0.2%-48.2%0.002%
8/20/2026Rehmann Capital Advisory Group33,176$310K0.0%-17.0%0.001%
8/18/2026Kahn Brothers Group Inc.58,341$544K0.0%N/A0.001%
8/18/2026Public Employees Retirement System of Ohio773,503$7.22M0.0%N/A0.018%
8/15/2026Wallace Capital Management Inc.11,836$110K0.0%N/A0.000%
7/10/2026Fiduciary Financial Group LLC10,429$97K0.0%N/A0.000%
7/9/2026Valeo Financial Advisors LLC19,789$185K0.0%-10.9%0.000%
7/8/2026Trust Point Inc.53,903$503K0.0%-3.9%0.001%
7/7/2026GAMMA Investing LLC34,810$325K0.0%+18.1%0.001%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
7/7/2026Arlington Partners LLC29,826$278K0.5%+23.0%0.001%
7/7/2026Pacific Excel Wealth Advisors Inc.22,348$209K0.1%N/A0.001%
7/2/2026 Versant Capital Management Inc16,968$158K0.0%-48.7%0.000%
7/2/2026Hilltop 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 Company1,131,403$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%
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%
Rent out your stocks? (Ad)

If you owned a rental house, you would collect rent while you waited for it to rise in value. A covered call lets you do something similar with stocks you already own. Own at least 100 shares and you can get paid cash today for agreeing to sell them at a higher price later. That cash is yours to keep no matter what happens next. Bill Poulos breaks it down in The Retirement Paycheck Playbook, normally $29.97, free today.tc pixel

Grab your free copy of the Retirement Paycheck Playbook today
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%


HLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 529 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 446 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 ($9.43M), and Bank of America Corp DE ($8.26M).

Institutional investors have bought a total of 93,782,064 shares in the last 24 months. This purchase volume represents approximately $925.43M in transactions.

Of the 184 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: Wellington Management Group LLP ($11.69M), Altshuler Shaham Ltd ($7.84M), UBS Group AG ($5.64M), Sculptor Capital LP ($5.15M), JPMorgan Chase & Co. ($3.88M), Dodge & Cox ($3.72M), and Voloridge Investment Management LLC ($3.56M).

Institutional investors have sold a total of 61,519,521 shares in the last 24 months. This volume of shares sold represents approximately $598.47M in transactions.


Related Companies

Institutional ownership data for NYSE:HLN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
Elon Musk’s One Stock Retirement Plan
Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he say...
Brownstone Research | Sponsoredtc pixel
The Iran War Isn’t Chaos. It’s Strategy.
Two thousand missiles struck Iran. Three days later, Dylan Jovine sat in two private meetings with U.S. Congre...
Behind the Markets | Sponsoredtc pixel
How one AI fund pays investors every Thursday
One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling ...
Investors Alley | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's vis...
Weiss Ratings | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel