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Haleon (HLN) Institutional Ownership

Haleon logo
$9.83 -0.08 (-0.81%)
As of 09/3/2026 03:58 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
6.67%
Number of
Institutional Buyers
(last 12 months)
269
Total
Institutional Inflows
(last 12 months)
$921.73M
Number of
Institutional Sellers
(last 12 months)
187
Total
Institutional Outflows
(last 12 months)
$588.85M
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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
8/23/2026 Ameritas Advisory Services LLC18,641$174K0.0%+16.0%0.000%
8/23/2026 Kintra Wealth LLC28,145$276K0.0%N/A0.001%
8/23/2026 HB Wealth Management LLC133,227$1.24M0.0%-3.6%0.003%
8/22/2026 Syon Capital LLC65,427$610K0.0%-12.6%0.001%
8/22/2026 TD Waterhouse Canada Inc.13,071$123K0.0%-11.8%0.000%
8/22/2026 Concurrent Investment Advisors LLC31,866$297K0.0%+14.2%0.001%
8/21/2026 Greenspring Advisors LLC14,121$132K0.0%+20.2%0.000%
8/21/2026 Natural Investments LLC89,579$835K0.2%-48.2%0.002%
8/20/2026 Rehmann Capital Advisory Group33,176$310K0.0%-17.0%0.001%
8/18/2026 Kahn Brothers Group Inc.58,341$544K0.0%N/A0.001%
8/18/2026 Public Employees Retirement System of Ohio773,503$7.22M0.0%N/A0.018%
8/15/2026 Wallace Capital Management Inc.11,836$110K0.0%N/A0.000%
7/10/2026 Fiduciary Financial Group LLC10,429$97K0.0%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC19,789$185K0.0%-10.9%0.000%
7/8/2026 Trust Point Inc.53,903$503K0.0%-3.9%0.001%
7/7/2026 GAMMA Investing LLC34,810$325K0.0%+18.1%0.001%
7/7/2026 Arlington Partners LLC29,826$278K0.5%+23.0%0.001%
7/7/2026 Pacific 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%
7/2/2026 Hilltop National Bank15,672$146K0.0%+12.7%0.000%
7/1/2026 Confluence Investment Management LLC106,258$991K0.0%+1.8%0.002%
6/3/2026 Parallel Advisors LLC30,272$303K0.0%+20.4%0.001%
6/3/2026 NewEdge Advisors LLC111,815$1.12M0.0%-10.8%0.003%
5/27/2026 Allen Capital Group LLC13,628$136K0.0%+14.5%0.000%
5/22/2026 Summitry LLC52,951$530K0.0%+4.2%0.001%
5/19/2026 Western Wealth Management LLC2,872$29K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE10,934,228$109.45M0.0%+17.0%0.246%
5/19/2026 JTC Employer Solutions Trustee Ltd1,610,721$16.12M1.3%+470.2%0.036%
5/19/2026 Altshuler Shaham Ltd196,378$1.97M0.0%+96.4%0.004%
5/18/2026 EverSource Wealth Advisors LLC57,526$576K0.0%+64.3%0.001%
5/18/2026 Royal Bank of Canada3,063,916$30.67M0.0%+8.5%0.069%
5/16/2026 The Manufacturers Life Insurance Company1,131,403$11.33M0.0%-1.1%0.025%
5/16/2026 Quantinno Capital Management LP1,221,499$12.23M0.0%+11.8%0.027%
5/15/2026 Sculptor Capital LP5,300,868$53.06M0.6%-49.3%0.119%
5/15/2026 Waverly Advisors LLC55,485$555K0.0%-9.6%0.001%
5/14/2026 Bollard Group LLC9,209$92K0.0%-60.4%0.000%
5/14/2026 Public Employees Retirement System of Ohio222,708$2.23M0.0%+136.4%0.005%
5/14/2026 Compound Planning Inc.50,285$503K0.0%+45.6%0.001%
5/14/2026 Modern Wealth Management LLC10,197$102K0.0%N/A0.000%
5/14/2026 Keebeck Wealth Management15,349$154K0.0%N/A0.000%
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5/14/2026 Arrowstreet Capital Limited Partnership14,674,518$146.89M0.1%+82.8%0.330%
5/14/2026 Aspen Grove Capital LLC38,423$385K0.1%+6.4%0.001%
5/14/2026Gibbs Wealth Management13,373$134K0.0%N/A0.000%
5/14/2026 Sei Investments Co.1,285,485$12.87M0.0%+89.4%0.029%
5/14/2026 Lido Advisors LLC59,908$600K0.0%+22.5%0.001%
5/13/2026 Cetera Investment Advisers247,741$2.48M0.0%+17.0%0.006%
5/13/2026 NewEdge Wealth LLC80,759$808K0.0%-12.0%0.002%
5/13/2026 Acumen Wealth Advisors LLC291,363$2.92M0.8%-25.4%0.007%
5/7/2026 WCM Investment Management LLC1,725,059$17.25M0.0%+70.3%0.039%
5/7/2026 Dimensional Fund Advisors LP464,724$4.65M0.0%-1.7%0.010%
5/7/2026 Parallel Advisors LLC30,272$303K0.0%+20.4%0.001%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC3,002$30K0.0%+402.0%0.000%
5/6/2026 Euro Pacific Asset Management LLC87,897$912K0.1%-1.9%0.002%
5/6/2026 Future Fund LLC69,250$693K0.2%+8.5%0.002%
5/6/2026 Gryphon Financial Partners LLC10,092$101K0.0%N/A0.000%
5/6/2026 Prospect Financial Group LLC11,117$111K0.1%-12.2%0.000%
5/6/2026 Goodman Financial Corp1,147,659$11.49M2.0%N/A0.026%
5/6/2026 Bessemer Group Inc.25,986$260K0.0%+11.6%0.001%
5/6/2026 Allspring Global Investments Holdings LLC43,714$435K0.0%+13.6%0.001%
5/5/2026 Bank of New York Mellon Corp2,596,454$25.99M0.0%-2.1%0.058%
5/5/2026 Sanctuary 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%
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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%
3/17/2026 Rockefeller Capital Management L.P.5,397,200$54.57M0.1%+0.3%0.121%


HLN Institutional Ownership - Frequently Asked Questions

During the previous two years, 526 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 442 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 93,385,813 shares in the last 24 months. This purchase volume represents approximately $921.73M in transactions.

Of the 187 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 60,482,390 shares in the last 24 months. This volume of shares sold represents approximately $588.85M 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 8/23/2026. New 13F filings are added each quarter as they're published.
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