Haleon Ownership | Who Owns Haleon?
Haleon Ownership Summary
Haleon is owned by 3.54% institutional investors, 0.01% insiders, and 96.44% 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 2.51% of its assets in Haleon shares.
HLN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Haleon | 3.54% | 0.01% | 96.44% |
| Sector | Healthcare Stocks | 232.01% | 10.74% | -142.75% |
| Industry | Specialty & Generic Drug Manufacturers Stocks | 20.82% | 11.62% | 67.56% |
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 | 31.42M | 0.69% | $317.69M |
| Morgan stanley | 21.50M | 0.47% | $217.32M |
| Harding loevner lp | 17.91M | 0.40% | $160.69M |
| Norges bank | 16.18M | 0.36% | $163.53M |
| Wellington management group llp | 15.68M | 0.35% | $140.65M |
| Goldman sachs group | 10.44M | 0.23% | $105.56M |
| Natixis advisors | 10.00M | 0.22% | $101.14M |
| Sculptor capital lp | 9.95M | 0.22% | $89.25M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Clark estates inc/ny | 1.80M | 4.42% | $18.20M |
| Heathbridge capital management | 1.05M | 4.06% | $10.62M |
| 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 |
|---|---|---|---|
| Norges bank | 16.18M | 0.02% | 16.18M |
| Natixis advisors | 10.00M | 0.14% | 8.12M |
| Bank of montreal /can/ | 8.50M | 0.03% | 6.97M |
| Optiver b.v. | 5.08M | 0.02% | 5.08M |
| Morgan stanley | 21.50M | 0.01% | 2.96M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pfizer | - | - | -197.23M |
| Fmr | 104.00M | 0.05% | -7.76M |
| Bank of america corp /de/ | 5.10M | 0.00% | -5.41M |
| Harding loevner lp | 17.91M | 1.18% | -4.64M |
| Jpmorgan chase | 8.10M | 0.01% | -3.88M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 16.18M | 0.02% | 16.18M | $163.53M |
| Optiver b.v. | 5.08M | 0.02% | 5.08M | $45.59M |
| Massachusetts financial services co /ma/ | 767.00K | 0.00% | 767.00K | $7.75M |
| Trillium asset management | 240.13K | 0.07% | 240.13K | $2.44M |
| Chartwell investment partners | 228.82K | 0.07% | 228.82K | $1.89M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 436 | -27.21% | 160,474,501 | -70.79% | 3 | 2.41% | 215 | -7.33% | 116 | -51.67% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 111.61M | 2.51% | -1.95M |
| Fidelity Series Large Cap Stock | 14.87M | 0.33% | - |
| Strategic Advisers Fidelity US TtlStk | 12.09M | 0.27% | - |
| Dodge & Cox Balanced Composite | 11.69M | 0.26% | -527.60K |
| Dodge & Cox Balanced I | 11.69M | 0.26% | -527.60K |
| Fidelity Growth & Income | 9.52M | 0.21% | 134.90K |
| Capital Group Global Composite | 6.19M | 0.14% | 6.19M |
| Hartford Dividend and Growth Y | 5.76M | 0.13% | - |
| Fidelity Large Cap Stock | 5.34M | 0.12% | - |
| Fidelity Advisor Capital Development O | 3.74M | 0.08% | - |
HLN Ownership FAQ
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