Haleon Ownership | Who Owns Haleon?
Haleon Ownership Summary
Haleon is owned by 1.97% institutional investors, 0.02% insiders, and 98.01% retail investors. Dodge & cox is the largest institutional shareholder, holding 3.41% of HLN shares. Dodge & Cox Stock I is the top mutual fund, with 2.53% of its assets in Haleon shares.
HLN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Haleon | 1.97% | 0.02% | 98.01% |
| Sector | Healthcare Stocks | 42.64% | 10.86% | 46.50% |
| Industry | Specialty & Generic Drug Manufacturers Stocks | 26.16% | 11.89% | 61.95% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dodge & cox | 154.38M | 3.41% | $1.38B |
| Fmr | 104.00M | 2.30% | $932.90M |
| Clearbridge investments | 33.35M | 0.74% | $299.13M |
| Morgan stanley | 18.53M | 0.41% | $166.24M |
| Harding loevner lp | 17.91M | 0.40% | $160.69M |
| Wellington management group llp | 15.68M | 0.35% | $140.65M |
| Jpmorgan chase | 11.98M | 0.26% | $107.50M |
| Sculptor capital lp | 9.95M | 0.22% | $89.25M |
| Goldman sachs group | 8.85M | 0.20% | $79.40M |
| Aristotle capital management | 8.06M | 0.18% | $72.31M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Heathbridge capital management | 1.05M | 4.06% | $10.62M |
| Clark estates inc/ny | 1.80M | 3.69% | $16.15M |
| Abc arbitrage sa | 2.79M | 2.64% | $28.20M |
| Leverage partners absolute return fund spc | 115.00K | 1.98% | $950.00K |
| Farringdon capital | 573.43K | 1.31% | $5.14M |
| Harding loevner lp | 17.91M | 1.18% | $160.69M |
| Altshuler shaham | 7.94M | 1.18% | $71.21M |
| Sculptor capital lp | 9.95M | 1.05% | $89.25M |
| Douglas lane & associates | 6.76M | 0.94% | $68.36M |
| Dodge & cox | 154.38M | 0.75% | $1.38B |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Optiver b.v. | 5.08M | 0.02% | 5.08M |
| Jpmorgan chase | 11.98M | 0.01% | 3.21M |
| Point72 asset management | 2.36M | 0.04% | 2.27M |
| Clearbridge investments | 33.35M | 0.23% | 1.90M |
| Northwestern mutual wealth management | 1.45M | 0.09% | 1.43M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pfizer | - | - | -197.23M |
| Fmr | 104.00M | 0.05% | -7.76M |
| Renaissance | 1.43M | 0.02% | -6.35M |
| Bank of america corp /de/ | 5.10M | 0.00% | -5.41M |
| Acadian asset management | 135.83K | 0.00% | -5.25M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Optiver b.v. | 5.08M | 0.02% | 5.08M | $45.59M |
| Massachusetts financial services co /ma/ | 767.00K | 0.00% | 767.00K | $7.75M |
| Barclays | 270.00K | 0.00% | 270.00K | $2.42M |
| Chartwell investment partners | 228.82K | 0.07% | 228.82K | $1.89M |
| Cantor fitzgerald, l. p. | 157.12K | 0.01% | 157.12K | $1.41M |
Sold Out
| Holder | Change |
|---|---|
| Northwest financial advisors | -1.00 |
| Frazier financial advisors | -6.00 |
| Bangor savings bank | -12.00 |
| High note wealth | -13.00 |
| Park square financial group | -17.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 406 | -34.30% | 89,348,363 | -83.63% | 1 | 5.52% | 147 | -51.16% | 159 | -7.56% |
| Jun 30, 2025 | 618 | 4.57% | 575,896,714 | 1.74% | 6 | 16.41% | 302 | 22.27% | 174 | -14.71% |
| Mar 31, 2025 | 588 | -2.33% | 568,776,543 | -22.50% | 6 | 9.74% | 246 | -17.73% | 205 | 18.50% |
| Dec 31, 2024 | 345 | -40.52% | 59,421,712 | -88.47% | - | 2.05% | 166 | -34.13% | 93 | -52.06% |
| Sep 30, 2024 | 572 | - | 514,972,823 | -0.88% | 5 | 17.51% | 249 | -8.46% | 191 | 8.52% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 113.55M | 2.53% | -9.50M |
| Fidelity Series Large Cap Stock | 13.97M | 0.31% | -213.20K |
| Dodge & Cox Balanced Composite | 12.21M | 0.27% | -1.15M |
| Dodge & Cox Balanced I | 12.21M | 0.27% | -1.15M |
| Strategic Advisers Fidelity US TtlStk | 11.39M | 0.25% | 624.20K |
| Fidelity Growth & Income | 8.89M | 0.20% | 192.30K |
| Hartford Dividend and Growth Y | 5.76M | 0.13% | - |
| Douglas C. Lane & Assoc. Core Equity | 3.75M | 0.08% | -7.02K |
| Fidelity Large Cap Stock | 3.65M | 0.08% | 177.10K |
| ClearBridge Large Cap Value | 3.62M | 0.08% | -46.90K |
HLN Ownership FAQ
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