Haleon Ownership | Who Owns Haleon?

Haleon Ownership Summary

Haleon is owned by 6.31% institutional investors, 0.02% insiders, and 93.67% retail investors. Dodge & cox is the largest institutional shareholder, holding 1.70% 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	6.31%	0.02%	93.67%
Sector	Healthcare Stocks	488.30%	11.08%	-399.38%
Industry	Specialty & Generic Drug Manufacturers Stocks	43.51%	11.55%	44.95%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dodge & cox	155.47M	1.70%	$1.61B
Fmr	108.83M	1.19%	$1.04B
Clearbridge investments	32.80M	0.36%	$312.94M
Harding loevner lp	22.55M	0.25%	$233.75M
Douglas lane & associates	8.17M	0.18%	$73.26M
Wellington management group llp	15.33M	0.17%	$146.23M
Morgan stanley	7.20M	0.16%	$59.46M
Bank of america corp /de/	5.10M	0.11%	$42.09M
Sculptor capital lp	9.95M	0.11%	$103.18M
Northern trust	4.51M	0.10%	$37.23M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Clark estates inc/ny	1.80M	4.19%	$18.67M
Heathbridge capital management	1.06M	3.66%	$9.54M
Altshuler shaham	7.94M	2.61%	$82.33M
Leverage partners absolute return fund spc	115.00K	1.98%	$950.00K
Harding loevner lp	22.55M	1.57%	$233.75M
Sculptor capital lp	9.95M	1.46%	$103.18M
Bain capital public equity management ii	2.66M	1.31%	$27.62M
Douglas lane & associates	8.17M	1.03%	$73.26M
Bain capital public equity, lp	136.77K	0.94%	$1.42M
Dodge & cox	155.47M	0.91%	$1.61B

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	15.33M	0.03%	6.18M
Ubs group	6.73M	0.01%	5.38M
Rockefeller capital management	5.39M	0.12%	5.29M
Acadian asset management	5.38M	0.12%	5.21M
Fmr	108.83M	0.06%	3.91M

Top Sellers

Holder	Shares	% Assets	Change
Pfizer	-	-	-197.23M
Dodge & cox	155.47M	0.91%	-13.68M
Point72 asset management	89.40K	0.00%	-6.51M
Bank of america corp /de/	5.10M	0.00%	-5.41M
Clearbridge investments	32.80M	0.25%	-4.57M

New Positions

Holder	Shares	% Assets	Change	Value
Scharf investments	491.45K	0.15%	491.45K	$5.10M
Cubist systematic strategies	421.63K	0.03%	421.63K	$4.02M
Hrt financial lp	249.41K	0.01%	249.41K	$2.59M
Archford capital strategies	239.53K	0.26%	239.53K	$2.15M
Chartwell investment partners	228.82K	0.07%	228.82K	$1.89M

Sold Out

Holder	Change
Northwest financial advisors	-1.00
Transamerica financial advisors	-1.00
Caitlin john	-3.00
Frazier financial advisors	-6.00
Bangor savings bank	-12.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	560	-6.04%	510,345,635	0.73%	11	9.14%	262	-2.24%	174	-4.92%

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

Who Owns Haleon?

Haleon shareholders are primarily institutional investors at 6.31%, followed by 0.02% insiders and 93.67% retail investors. The average institutional ownership in Haleon's industry, Specialty & Generic Drug Manufacturers Stocks, is 43.51%, which Haleon falls below.

Who owns the most shares of Haleon?

Haleon’s largest shareholders are Dodge & cox (155.47M shares, 1.70%), Fmr (108.83M shares, 1.19%), and Clearbridge investments (32.8M shares, 0.36%). Together, they hold 3.25% of Haleon’s total shares outstanding.

Does Blackrock own Haleon?

BlackRock is not among the top 10 institutional shareholders of Haleon.

Who is Haleon’s biggest shareholder by percentage of total assets invested?

Clark estates inc/ny is Haleon’s biggest shareholder by percentage of total assets invested, with 4.19% of its assets in 1.8M Haleon shares, valued at 18.67M$.

Who is the top mutual fund holder of Haleon shares?

Dodge & Cox Stock I is the top mutual fund holder of Haleon shares, with 2.53% of its total shares outstanding invested in 113.55M Haleon shares.

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