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Haleon Ownership | Who Owns Haleon?

OverviewForecastRevenueFinancialsChartTranscripts

Haleon Ownership Summary

Haleon is owned by 5.61% institutional investors, 4.38% insiders, and 90.01% retail investors. Dodge & cox is the largest institutional shareholder, holding 3.92% of HLN shares. Dodge & Cox Stock I is the top mutual fund, with 2.85% of its assets in Haleon shares.

HLN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockHaleon5.61%4.38%90.01%
SectorHealthcare Stocks 49.73%8.84%41.43%
IndustrySpecialty & Generic Drug Manufacturers Stocks34.90%10.53%54.58%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Dodge & cox180.17M3.92%$1.49B
Fmr99.15M2.16%$818.98M
Clearbridge investments41.75M0.91%$344.89M
Harding loevner lp25.61M0.56%$211.68M
Fisher asset management13.97M0.30%$115.37M
Aristotle capital management9.05M0.20%$74.76M
Sculptor capital lp8.89M0.19%$73.41M
Envestnet asset management7.57M0.16%$62.55M
Morgan stanley7.20M0.16%$59.46M
Wellington management group llp6.11M0.13%$50.43M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Clark estates inc/ny2.65M4.11%$21.89M
Heathbridge capital management1.13M3.95%$9.31M
Leverage partners absolute return fund spc115.00K1.98%$950.00K
Bain capital public equity management ii5.05M1.72%$41.71M
Bain capital public equity, lp216.35K1.70%$1.79M
Sculptor capital lp8.89M1.38%$73.41M
Harding loevner lp25.61M1.17%$211.68M
Dodge & cox180.17M0.89%$1.49B
Patrick m sweeney & associates96.54K0.64%$797.45K
Keystone financial planning231.44K0.63%$1.91M

Top Buyers

HolderShares% AssetsChange
Harding loevner lp25.61M1.17%22.71M
Fmr99.15M0.05%15.34M
Sculptor capital lp8.89M1.38%3.59M
Clearbridge investments41.75M0.28%3.31M
Dodge & cox180.17M0.89%3.22M

Top Sellers

HolderShares% AssetsChange
Alliancebernstein30.44K0.00%-10.74M
Wellington management group llp6.11M0.01%-7.29M
Bank of america corp /de/5.10M0.00%-5.41M
Martin investment management36.83K0.08%-4.43M
Ghisallo capital management---3.01M

New Positions

HolderShares% AssetsChangeValue
Two sigma advisers, lp937.10K0.02%937.10K$7.74M
Exoduspoint capital management, lp678.42K0.04%678.42K$5.60M
Manning & napier advisors343.02K0.03%343.02K$2.83M
Chartwell investment partners228.82K0.07%228.82K$1.89M
Altshuler shaham163.20K0.05%163.20K$1.35M

Sold Out

HolderChange
Transamerica financial advisors-1.00
Frazier financial advisors-6.00
Bangor savings bank-12.00
Cedar mountain advisors-22.00
Chris bulman-33.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024572-514,972,823-0.88%517.51%249-8.46%1918.52%
Jun 30, 2024560-6.04%510,345,6350.73%119.14%262-2.24%174-4.92%
Mar 31, 20245961.36%506,659,00128.88%1119.68%268-1.47%183-
Dec 31, 20235884.07%393,124,4350.74%710.47%27215.25%1835.78%
Sep 30, 2023565-1.91%390,251,1763.34%812.56%2360.43%173-10.36%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Dodge & Cox Stock I130.11M2.85%-
Dodge & Cox Balanced I14.87M0.33%-
Dodge & Cox Balanced Composite14.87M0.33%-
Fidelity Series Large Cap Stock13.76M0.30%-
Strategic Advisers Fidelity US TtlStk10.23M0.23%-
Fidelity Growth & Income7.75M0.17%-
ClearBridge Large Cap Value I4.85M0.11%-
ClearBridge Large Cap Value4.85M0.11%-
Douglas C. Lane & Assoc. Core Equity3.75M0.08%-7.02K
Fidelity Advisor Capital Development O3.46M0.08%-

HLN Ownership FAQ

Who Owns Haleon?

Haleon shareholders are primarily institutional investors at 5.61%, followed by 4.38% insiders and 90.01% retail investors. The average institutional ownership in Haleon's industry, Specialty & Generic Drug Manufacturers Stocks, is 34.90%, which Haleon falls below.

Who owns the most shares of Haleon?

Haleon’s largest shareholders are Dodge & cox (180.17M shares, 3.92%), Fmr (99.15M shares, 2.16%), and Clearbridge investments (41.75M shares, 0.91%). Together, they hold 6.98% 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 4.11% of its assets in 2.65M Haleon shares, valued at 21.89M$.

Who is the top mutual fund holder of Haleon shares?

Dodge & Cox Stock I is the top mutual fund holder of Haleon shares, with 2.85% of its total shares outstanding invested in 130.11M Haleon shares.

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