Haleon Ownership | Who Owns Haleon?


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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


TypeName% Inst% Insiders% Retail
StockHaleon1.97%0.02%98.01%
SectorHealthcare Stocks 42.54%10.83%46.63%
IndustrySpecialty & Generic Drug Manufacturers Stocks26.16%11.89%61.94%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Dodge & cox154.38M3.41%$1.38B
Fmr104.00M2.30%$932.90M
Clearbridge investments33.35M0.74%$299.13M
Morgan stanley18.53M0.41%$166.24M
Harding loevner lp17.91M0.40%$160.69M
Wellington management group llp15.68M0.35%$140.65M
Jpmorgan chase11.98M0.26%$107.50M
Sculptor capital lp9.95M0.22%$89.25M
Goldman sachs group8.85M0.20%$79.40M
Douglas lane & associates8.17M0.18%$73.26M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Clark estates inc/ny1.80M3.69%$16.15M
Heathbridge capital management1.06M3.66%$9.54M
Abc arbitrage sa2.73M2.41%$24.46M
Leverage partners absolute return fund spc115.00K1.98%$950.00K
Arlington partners508.89K1.58%$4.56M
Farringdon capital573.43K1.31%$5.14M
Harding loevner lp17.91M1.18%$160.69M
Altshuler shaham7.94M1.18%$71.21M
Sculptor capital lp9.95M1.05%$89.25M
Douglas lane & associates8.17M1.03%$73.26M

Top Buyers

HolderShares% AssetsChange
Optiver b.v.5.08M0.02%5.08M
Jpmorgan chase11.98M0.01%3.21M
Point72 asset management2.36M0.04%2.27M
Clearbridge investments33.35M0.23%1.90M
Abc arbitrage sa2.73M2.41%1.68M

Top Sellers

HolderShares% AssetsChange
Pfizer---197.23M
Fmr104.00M0.05%-7.76M
Renaissance1.43M0.02%-6.35M
Ubs group480.32K0.00%-5.64M
Bank of america corp /de/5.10M0.00%-5.41M

New Positions

HolderShares% AssetsChangeValue
Optiver b.v.5.08M0.02%5.08M$45.59M
Cidel asset management450.69K0.23%450.69K$4.04M
Barclays270.00K0.00%270.00K$2.42M
Archford capital strategies239.53K0.26%239.53K$2.15M
Chartwell investment partners228.82K0.07%228.82K$1.89M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2025406-34.30%89,348,363-83.63%15.52%147-51.16%159-7.56%
Jun 30, 20256184.57%575,896,7141.74%616.41%30222.27%174-14.71%
Mar 31, 2025588-2.33%568,776,543-22.50%69.74%246-17.73%20518.50%
Dec 31, 2024345-40.52%59,421,712-88.47%-2.05%166-34.13%93-52.06%
Sep 30, 2024572-514,972,823-0.88%517.51%249-8.46%1918.52%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Dodge & Cox Stock I113.55M2.53%-9.50M
Fidelity Series Large Cap Stock13.97M0.31%-213.20K
Dodge & Cox Balanced Composite12.21M0.27%-1.15M
Dodge & Cox Balanced I12.21M0.27%-1.15M
Strategic Advisers Fidelity US TtlStk11.39M0.25%624.20K
Fidelity Growth & Income8.89M0.20%192.30K
Hartford Dividend and Growth Y5.76M0.13%-
Douglas C. Lane & Assoc. Core Equity3.75M0.08%-7.02K
Fidelity Large Cap Stock3.65M0.08%177.10K
ClearBridge Large Cap Value3.62M0.08%-46.90K

HLN Ownership FAQ


Who Owns Haleon?

Haleon shareholders are primarily institutional investors at 1.97%, followed by 0.02% insiders and 98.01% retail investors. The average institutional ownership in Haleon's industry, Specialty & Generic Drug Manufacturers Stocks, is 26.16%, which Haleon falls below.

Who owns the most shares of Haleon?

Haleon’s largest shareholders are Dodge & cox (154.38M shares, 3.41%), Fmr (104M shares, 2.30%), and Clearbridge investments (33.35M shares, 0.74%). Together, they hold 6.44% 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 3.69% of its assets in 1.8M Haleon shares, valued at 16.15M$.

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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