Haleon Ownership | Who Owns Haleon?

Haleon Ownership Summary

Haleon is owned by 6.23% institutional investors, 0.02% insiders, and 93.75% retail investors. Dodge & cox is the largest institutional shareholder, holding 1.95% of HLN shares. Dodge & Cox Stock I is the top mutual fund, with 2.72% of its assets in Haleon shares.

HLN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Haleon	6.23%	0.02%	93.75%
Sector	Healthcare Stocks	279.18%	10.62%	-189.80%
Industry	Specialty & Generic Drug Manufacturers Stocks	2774.71%	11.85%	-2686.56%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dodge & cox	178.74M	1.95%	$1.71B
Fmr	108.83M	1.19%	$1.04B
Clearbridge investments	32.80M	0.36%	$312.94M
Harding loevner lp	24.13M	0.26%	$230.17M
Aristotle capital management	9.05M	0.20%	$74.76M
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
Northern trust	4.51M	0.10%	$37.23M
Sculptor capital lp	8.89M	0.10%	$84.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Heathbridge capital management	1.11M	4.21%	$10.58M
Clark estates inc/ny	2.00M	3.69%	$19.08M
Leverage partners absolute return fund spc	115.00K	1.98%	$950.00K
Harding loevner lp	24.13M	1.56%	$230.17M
Bain capital public equity management ii	2.84M	1.23%	$27.13M
Douglas lane & associates	8.62M	1.16%	$82.27M
Bain capital public equity, lp	185.28K	1.15%	$1.77M
Sculptor capital lp	8.89M	1.13%	$84.78M
Dodge & cox	178.74M	0.99%	$1.71B
Keystone financial planning	224.92K	0.67%	$2.15M

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	15.33M	0.03%	6.18M
Ubs group	6.73M	0.01%	5.38M
Point72 asset management	4.73M	0.10%	4.73M
Raymond james financial	4.42M	0.02%	4.42M
Fmr	108.83M	0.06%	3.91M

Top Sellers

Holder	Shares	% Assets	Change
Pfizer	-	-	-197.23M
Fisher asset management	439.00K	0.00%	-13.24M
Bank of america corp /de/	5.10M	0.00%	-5.41M
Clearbridge investments	32.80M	0.25%	-4.57M
Ghisallo capital management	-	-	-3.01M

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	4.42M	0.02%	4.42M	$42.19M
Bank julius baer & co. ltd, zurich	3.77M	0.12%	3.77M	$39.63M
Arrowstreet capital, limited partnership	935.26K	0.01%	935.26K	$8.92M
Voloridge investment management	576.37K	0.02%	576.37K	$5.50M
Cubist systematic strategies	421.63K	0.03%	421.63K	$4.02M

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 %
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%
Mar 31, 2024	596	1.36%	506,659,001	28.88%	11	19.68%	268	-1.47%	183	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Dodge & Cox Stock I	123.05M	2.72%	-6.93M
Fidelity Series Large Cap Stock	14.19M	0.31%	-
Dodge & Cox Balanced Composite	13.37M	0.30%	-1.51M
Dodge & Cox Balanced I	13.37M	0.30%	-1.51M
Strategic Advisers Fidelity US TtlStk	10.76M	0.24%	-
Fidelity Growth & Income	8.70M	0.19%	880.71K
Hartford Dividend and Growth Y	5.81M	0.13%	-
Douglas C. Lane & Assoc. Core Equity	3.75M	0.08%	-7.02K
ClearBridge Large Cap Value	3.67M	0.08%	-
ClearBridge Large Cap Value I	3.67M	0.08%	-

HLN Ownership FAQ

Who Owns Haleon?

Haleon shareholders are primarily institutional investors at 6.23%, followed by 0.02% insiders and 93.75% retail investors. The average institutional ownership in Haleon's industry, Specialty & Generic Drug Manufacturers Stocks, is 2774.71%, which Haleon falls below.

Who owns the most shares of Haleon?

Haleon’s largest shareholders are Dodge & cox (178.74M shares, 1.95%), Fmr (108.83M shares, 1.19%), and Clearbridge investments (32.8M shares, 0.36%). Together, they hold 3.49% 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?

Heathbridge capital management is Haleon’s biggest shareholder by percentage of total assets invested, with 4.21% of its assets in 1.11M Haleon shares, valued at 10.58M$.

Who is the top mutual fund holder of Haleon shares?

Dodge & Cox Stock I is the top mutual fund holder of Haleon shares, with 2.72% of its total shares outstanding invested in 123.05M Haleon shares.

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