Haleon Ownership | Who Owns Haleon?
Haleon Ownership Summary
Haleon is owned by 11.10% institutional investors, 4.37% insiders, and 84.53% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Haleon | 11.10% | 4.37% | 84.53% |
| Sector | Healthcare Stocks | 47.06% | 8.01% | 44.93% |
| Industry | Specialty & Generic Drug Manufacturers Stocks | 33.68% | 9.20% | 57.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dodge & cox | 180.17M | 3.92% | $1.49B |
| Fmr | 99.15M | 2.16% | $818.98M |
| Clearbridge investments | 41.75M | 0.91% | $344.89M |
| Harding loevner lp | 25.61M | 0.56% | $211.68M |
| Fisher asset management | 13.97M | 0.30% | $115.37M |
| Aristotle capital management | 9.05M | 0.20% | $74.76M |
| Sculptor capital lp | 8.89M | 0.19% | $73.41M |
| Envestnet asset management | 7.57M | 0.16% | $62.55M |
| Morgan stanley | 7.20M | 0.16% | $59.46M |
| Wellington management group llp | 6.11M | 0.13% | $50.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Clark estates inc/ny | 2.65M | 4.11% | $21.89M |
| Heathbridge capital management | 1.13M | 3.95% | $9.31M |
| Leverage partners absolute return fund spc | 115.00K | 1.98% | $950.00K |
| Bain capital public equity management ii | 5.05M | 1.72% | $41.71M |
| Bain capital public equity, lp | 216.35K | 1.70% | $1.79M |
| Sculptor capital lp | 8.89M | 1.38% | $73.41M |
| Harding loevner lp | 25.61M | 1.17% | $211.68M |
| Dodge & cox | 180.17M | 0.89% | $1.49B |
| Patrick m sweeney & associates | 96.54K | 0.64% | $797.45K |
| Keystone financial planning | 231.44K | 0.63% | $1.91M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Harding loevner lp | 25.61M | 1.17% | 22.71M |
| Fmr | 99.15M | 0.05% | 15.34M |
| Sculptor capital lp | 8.89M | 1.38% | 3.59M |
| Clearbridge investments | 41.75M | 0.28% | 3.31M |
| Dodge & cox | 180.17M | 0.89% | 3.22M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 30.44K | 0.00% | -10.74M |
| Wellington management group llp | 6.11M | 0.01% | -7.29M |
| Bank of america corp /de/ | 5.10M | 0.00% | -5.41M |
| Martin investment management | 36.83K | 0.08% | -4.43M |
| Ghisallo capital management | - | - | -3.01M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Two sigma advisers, lp | 937.10K | 0.02% | 937.10K | $7.74M |
| Exoduspoint capital management, lp | 678.42K | 0.04% | 678.42K | $5.60M |
| Manning & napier advisors | 343.02K | 0.03% | 343.02K | $2.83M |
| Chartwell investment partners | 228.82K | 0.07% | 228.82K | $1.89M |
| Altshuler shaham | 163.20K | 0.05% | 163.20K | $1.35M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 565 | -1.91% | 390,251,176 | 3.34% | 8 | 12.56% | 236 | 0.43% | 173 | -10.36% |
| Jun 30, 2023 | 576 | 0.35% | 377,629,900 | 2.24% | 8 | 12.90% | 235 | 8.80% | 193 | -6.31% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 130.11M | 2.85% | - |
| Dodge & Cox Balanced I | 14.87M | 0.33% | - |
| Dodge & Cox Balanced Composite | 14.87M | 0.33% | - |
| Fidelity Series Large Cap Stock | 13.76M | 0.30% | - |
| Strategic Advisers Fidelity US TtlStk | 10.23M | 0.23% | - |
| Fidelity Growth & Income | 7.75M | 0.17% | - |
| ClearBridge Large Cap Value I | 4.85M | 0.11% | - |
| ClearBridge Large Cap Value | 4.85M | 0.11% | - |
| Douglas C. Lane & Assoc. Core Equity | 3.75M | 0.08% | -7.02K |
| Fidelity Advisor Capital Development O | 3.46M | 0.08% | - |
HLN Ownership FAQ
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