Haleon Ownership | Who Owns Haleon?
Haleon Ownership Summary
Haleon is owned by 0.65% institutional investors, 4.47% insiders, and 94.88% retail investors. Pfizer is the largest institutional shareholder, holding 2.15% 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 | 0.65% | 4.47% | 94.88% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Specialty & Generic Drug Manufacturers Stocks | 26.69% | 10.91% | 62.39% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Pfizer | 197.23M | 2.15% | $1.88B |
| 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 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pfizer | 197.23M | 72.59% | $1.88B |
| 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 |
| Marathon partners equity management | 125.00K | 1.04% | $1.19M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pfizer | 197.23M | 72.59% | 197.23M |
| 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 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Lpl financial | 929.70K | 0.00% | -983.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Pfizer | 197.23M | 72.59% | 197.23M | $1.88B |
| 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 |
| Samlyn capital | 2.35M | 0.34% | 2.35M | $22.42M |
| Arrowstreet capital, limited partnership | 935.26K | 0.01% | 935.26K | $8.92M |
Sold Out
| Holder | Change |
|---|---|
| Northwest financial advisors | -1.00 |
| Transamerica financial advisors | -1.00 |
| Frazier financial advisors | -6.00 |
| Bangor savings bank | -12.00 |
| Cedar mountain advisors | -22.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Dec 31, 2023 | 588 | 4.07% | 393,124,435 | 0.74% | 7 | 10.47% | 272 | 15.25% | 183 | 5.78% |
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 | 7.82M | 0.17% | - |
| 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 I | 3.67M | 0.08% | -37.90K |
| ClearBridge Large Cap Value | 3.67M | 0.08% | -37.90K |
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