Haleon Ownership 2024 | Who Owns Haleon Now?
Institutional Ownership
11.07%
Insider Ownership
4.34%
Retail Ownership
84.59%
Institutional Holders
550.00
Haleon Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DODGE & COX | 3.92% | 0.89% | 180,170,635 | 3,217,384 | 1.82% | 1,488,209,445 | Jun 30, 2024 |
| FMR LLC | 2.16% | 0.05% | 99,150,152 | 15,344,111 | 18.31% | 818,980,257 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 0.91% | 0.28% | 41,753,987 | 3,307,009 | 8.60% | 344,887,929 | Jun 30, 2024 |
| HARDING LOEVNER LP | 0.56% | 1.17% | 25,614,627 | 22,706,901 | 780.92% | 211,678,345 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.30% | 0.05% | 13,967,315 | -408,988 | -2.84% | 115,370,030 | Jun 30, 2024 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 0.20% | 0.14% | 9,050,366 | 162,808 | 1.83% | 74,756,023 | Jun 30, 2024 |
| SCULPTOR CAPITAL LP | 0.19% | 1.38% | 8,887,098 | 3,592,000 | 67.84% | 73,407,429 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.16% | 0.02% | 7,572,548 | 196,843 | 2.67% | 62,549,243 | Jun 30, 2024 |
| MORGAN STANLEY | 0.16% | 0.00% | 7,198,755 | 260,451 | 3.75% | 59,461,730 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.13% | 0.01% | 6,105,649 | -7,286,530 | -54.41% | 50,432,660 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.12% | 0.01% | 5,672,241 | 2,101,110 | 58.84% | 46,852,711 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.12% | 0.01% | 5,508,486 | 768,740 | 16.22% | 45,500,096 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.11% | 0.00% | 5,095,445 | -5,409,247 | -51.49% | 42,088,373 | Jun 30, 2024 |
| BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | 0.11% | 1.72% | 5,049,485 | 275,672 | 5.77% | 41,708,746 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.10% | 0.01% | 4,507,586 | 452,946 | 11.17% | 37,232,660,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.09% | 0.00% | 4,057,263 | 904,177 | 28.68% | 33,512,990 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.09% | 0.02% | 4,019,978 | 515,651 | 14.71% | 33,204,989 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.08% | 0.01% | 3,719,082 | 356,748 | 10.61% | 30,719,620 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | 0.07% | 0.04% | 3,272,195 | 301,111 | 10.13% | 27,028,000 | Jun 30, 2024 |
| CLARK ESTATES INC/NY | 0.06% | 4.11% | 2,650,000 | - | - | 21,889,000 | Jun 30, 2024 |
Haleon's largest institutional shareholder is DODGE & COX, holding 3.92% of the company's total share outstanding, currently valued at $1.49B. The top 10 institutional shareholders own together 8.69% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CLARK ESTATES INC/NY | 0.06% | 4.11% | 2,650,000 | - | - | 21,889,000 | Jun 30, 2024 |
| HEATHBRIDGE CAPITAL MANAGEMENT LTD. | 0.02% | 3.95% | 1,127,500 | -99,500 | -8.11% | 9,313,150 | Jun 30, 2024 |
| LEVERAGE PARTNERS ABSOLUTE RETURN FUND SPC | 0.00% | 1.98% | 115,000 | 115,000 | 100.00% | 950,000 | Jun 30, 2024 |
| BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | 0.11% | 1.72% | 5,049,485 | 275,672 | 5.77% | 41,708,746 | Jun 30, 2024 |
| BAIN CAPITAL PUBLIC EQUITY, LP | 0.00% | 1.70% | 216,346 | 2,948 | 1.38% | 1,787,018 | Jun 30, 2024 |
| SCULPTOR CAPITAL LP | 0.19% | 1.38% | 8,887,098 | 3,592,000 | 67.84% | 73,407,429 | Jun 30, 2024 |
| HARDING LOEVNER LP | 0.56% | 1.17% | 25,614,627 | 22,706,901 | 780.92% | 211,678,345 | Jun 30, 2024 |
| DODGE & COX | 3.92% | 0.89% | 180,170,635 | 3,217,384 | 1.82% | 1,488,209,445 | Jun 30, 2024 |
| PATRICK M SWEENEY & ASSOCIATES, INC | 0.00% | 0.64% | 96,543 | 40,000 | 70.74% | 797,445 | Jun 30, 2024 |
| KEYSTONE FINANCIAL PLANNING, INC. | 0.01% | 0.63% | 231,443 | -305 | -0.13% | 1,911,721 | Jun 30, 2024 |
| GAM HOLDING AG | 0.02% | 0.53% | 842,393 | 40,893 | 5.10% | 6,958,166 | Jun 30, 2024 |
| CAMBIAR INVESTORS LLC | 0.03% | 0.51% | 1,591,444 | -104,075 | -6.14% | 13,145,327 | Jun 30, 2024 |
| HERITAGE WEALTH MANAGEMENT, LLC | 0.00% | 0.39% | 84,803 | -8,471 | -9.08% | 700,473 | Jun 30, 2024 |
| HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.39% | 84,803 | 84,803 | 100.00% | 700,473 | Jun 30, 2024 |
| KAHN BROTHERS GROUP INC | 0.01% | 0.34% | 246,147 | -228,134 | -48.10% | 2,033,344 | Jun 30, 2024 |
| EXENCIAL WEALTH ADVISORS, LLC | 0.02% | 0.34% | 1,091,893 | -13,311 | -1.20% | 9,019,035 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 0.91% | 0.28% | 41,753,987 | 3,307,009 | 8.60% | 344,887,929 | Jun 30, 2024 |
| AIMZ INVESTMENT ADVISORS, LLC | 0.00% | 0.22% | 75,400 | -9,375 | -11.06% | 622,802 | Jun 30, 2024 |
| CANAL INSURANCE CO | 0.00% | 0.22% | 100,000 | - | - | 826,000 | Jun 30, 2024 |
| SEED WEALTH MANAGEMENT, INC. | 0.00% | 0.21% | 29,130 | 2,000 | 7.37% | 240,614 | Jun 30, 2024 |
The largest Haleon shareholder by % of total assets is CLARK ESTATES INC/NY. The company owns 2.65M shares of Haleon (HLN), representing 4.11% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HARDING LOEVNER LP | 0.56% | 1.17% | 25,614,627 | 22,706,901 | 780.92% | 211,678,345 | Jun 30, 2024 |
| FMR LLC | 2.16% | 0.05% | 99,150,152 | 15,344,111 | 18.31% | 818,980,257 | Jun 30, 2024 |
| SCULPTOR CAPITAL LP | 0.19% | 1.38% | 8,887,098 | 3,592,000 | 67.84% | 73,407,429 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 0.91% | 0.28% | 41,753,987 | 3,307,009 | 8.60% | 344,887,929 | Jun 30, 2024 |
| DODGE & COX | 3.92% | 0.89% | 180,170,635 | 3,217,384 | 1.82% | 1,488,209,445 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.12% | 0.01% | 5,672,241 | 2,101,110 | 58.84% | 46,852,711 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.05% | 0.04% | 2,099,120 | 1,238,834 | 144.00% | 17,338,731 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.04% | 0.02% | 1,954,304 | 954,622 | 95.49% | 16,142,551 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.09% | 0.00% | 4,057,263 | 904,177 | 28.68% | 33,512,990 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.12% | 0.01% | 5,508,486 | 768,740 | 16.22% | 45,500,096 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.01% | 0.04% | 678,419 | 678,419 | 100.00% | 5,604,000 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.09% | 0.02% | 4,019,978 | 515,651 | 14.71% | 33,204,989 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.04% | 0.03% | 1,862,056 | 501,035 | 36.81% | 15,380,581 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.10% | 0.01% | 4,507,586 | 452,946 | 11.17% | 37,232,660,000 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.08% | 0.01% | 3,719,082 | 356,748 | 10.61% | 30,719,620 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.01% | 0.03% | 343,021 | 343,021 | 100.00% | 2,833,353 | Jun 30, 2024 |
| CHOREO, LLC | 0.01% | 0.05% | 337,086 | 324,589 | 2597.34% | 2,804,231 | Jun 30, 2024 |
| GFS ADVISORS, LLC | 0.01% | 0.01% | 321,565 | 311,540 | 3107.63% | 83,000 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | 0.07% | 0.04% | 3,272,195 | 301,111 | 10.13% | 27,028,000 | Jun 30, 2024 |
| BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | 0.11% | 1.72% | 5,049,485 | 275,672 | 5.77% | 41,708,746 | Jun 30, 2024 |
As of Jun 30 2024, Haleon's largest institutional buyer is HARDING LOEVNER LP. The company purchased 22.71M stocks of HLN, valued at $211.68M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 0.00% | 0.00% | 30,444 | -10,743,628 | -99.72% | 251,467 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.13% | 0.01% | 6,105,649 | -7,286,530 | -54.41% | 50,432,660 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.11% | 0.00% | 5,095,445 | -5,409,247 | -51.49% | 42,088,373 | Jun 30, 2024 |
| MARTIN INVESTMENT MANAGEMENT, LLC | 0.00% | 0.08% | 36,830 | -4,426,375 | -99.17% | 304,216 | Jun 30, 2024 |
| GHISALLO CAPITAL MANAGEMENT LLC | - | - | - | -3,008,600 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.01% | 0.01% | 300,000 | -1,053,824 | -77.84% | 2,478,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.03% | 0.02% | 1,300,699 | -1,021,525 | -43.99% | 10,743,774 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.02% | 0.00% | 929,697 | -983,549 | -51.41% | 7,679,297 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.01% | 0.01% | 312,829 | -620,371 | -66.48% | 2,583,968 | Jun 30, 2024 |
| TROLUCE CAPITAL ADVISORS LLC | - | - | - | -604,300 | -100.00% | - | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -583,728 | -100.00% | - | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -516,380 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | 0.04% | 0.00% | 1,739,552 | -480,006 | -21.63% | 14,368,698 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.30% | 0.05% | 13,967,315 | -408,988 | -2.84% | 115,370,030 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -355,827 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.00% | 0.00% | 200,642 | -316,371 | -61.19% | 1,657,303 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.03% | 0.02% | 1,248,262 | -302,653 | -19.51% | 10,310,645 | Jun 30, 2024 |
| UBS GROUP AG | 0.03% | 0.00% | 1,571,461 | -275,993 | -14.94% | 12,980,268 | Jun 30, 2024 |
| JTC EMPLOYER SOLUTIONS TRUSTEE LTD | 0.00% | 0.07% | 132,748 | -244,086 | -64.77% | 1,097,000 | Jun 30, 2024 |
| KAHN BROTHERS GROUP INC | 0.01% | 0.34% | 246,147 | -228,134 | -48.10% | 2,033,344 | Jun 30, 2024 |
As of Jun 30 2024, Haleon's biggest institutional seller is ALLIANCEBERNSTEIN L.P.. The company sold -10.74M shares of HLN, valued at $251.47K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.01% | 0.04% | 678,419 | 678,419 | 100.00% | 5,604,000 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.01% | 0.03% | 343,021 | 343,021 | 100.00% | 2,833,353 | Jun 30, 2024 |
| CHARTWELL INVESTMENT PARTNERS, LLC | 0.01% | 0.07% | 228,821 | 228,821 | 100.00% | 1,890,000 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.00% | 0.01% | 189,557 | 189,557 | 100.00% | 1,565,741 | Jun 30, 2024 |
| ALTSHULER SHAHAM LTD | 0.00% | 0.05% | 163,200 | 163,200 | 100.00% | 1,348,032 | Jun 30, 2024 |
| LEVERAGE PARTNERS ABSOLUTE RETURN FUND SPC | 0.00% | 1.98% | 115,000 | 115,000 | 100.00% | 950,000 | Jun 30, 2024 |
| CALAMOS ADVISORS LLC | 0.00% | 0.00% | 97,649 | 97,649 | 100.00% | 806,581 | Jun 30, 2024 |
| HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.39% | 84,803 | 84,803 | 100.00% | 700,473 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.00% | 0.01% | 63,054 | 63,054 | 100.00% | 10,515,000 | Jun 30, 2024 |
| QUINN OPPORTUNITY PARTNERS LLC | 0.00% | 0.04% | 40,000 | 40,000 | 100.00% | 330,400 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.02% | 38,061 | 38,061 | 100.00% | 314,384 | Jun 30, 2024 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 0.00% | 0.07% | 31,255 | 31,255 | 100.00% | 258,164 | Jun 30, 2024 |
| QUOTIENT WEALTH PARTNERS, LLC | 0.00% | 0.01% | 28,776 | 28,776 | 100.00% | 237,690 | Jun 30, 2024 |
| COLONY GROUP, LLC | 0.00% | 0.00% | 28,722 | 28,722 | 100.00% | 238,000 | Jun 30, 2024 |
| QUADCAP WEALTH MANAGEMENT, LLC | 0.00% | 0.04% | 26,930 | 26,930 | 100.00% | 222,440 | Jun 30, 2024 |
| 0.00% | 0.03% | 21,879 | 21,879 | 100.00% | 208,069 | Jun 30, 2024 | |
| FIELDER CAPITAL GROUP LLC | 0.00% | 0.07% | 21,088 | 21,088 | 100.00% | 174,187 | Jun 30, 2024 |
| SEEDS INVESTOR LLC | 0.00% | 0.09% | 20,742 | 20,742 | 100.00% | 171,331 | Jun 30, 2024 |
| ELEMENT CAPITAL MANAGEMENT LLC | 0.00% | 0.01% | 20,005 | 20,005 | 100.00% | 165,241 | Jun 30, 2024 |
| OLD NATIONAL BANCORP /IN/ | 0.00% | 0.00% | 19,848 | 19,848 | 100.00% | 163,944 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.03% | 18,419 | 18,419 | 100.00% | 152,141 | Jun 30, 2024 |
| GREENLEAF TRUST | 0.00% | 0.00% | 15,792 | 15,792 | 100.00% | 130,442 | Jun 30, 2024 |
| FLOW TRADERS U.S. LLC | 0.00% | 0.01% | 15,503 | 15,503 | 100.00% | 128,000 | Jun 30, 2024 |
| VICUS CAPITAL | 0.00% | 0.01% | 12,017 | 12,017 | 100.00% | 99,260 | Jun 30, 2024 |
| DYNAMIC ADVISOR SOLUTIONS LLC | 0.00% | 0.00% | 10,377 | 10,377 | 100.00% | 85,717 | Jun 30, 2024 |
| NEW REPUBLIC CAPITAL, LLC | 0.00% | 0.04% | 10,204 | 10,204 | 100.00% | 84,285 | Jun 30, 2024 |
| ADVISOR OS, LLC | 0.00% | 0.01% | 10,061 | 10,061 | 100.00% | 83,102 | Jun 30, 2024 |
| 0.00% | 0.04% | 7,413 | 7,413 | 100.00% | 61,231 | Jun 30, 2024 | |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.01% | 5,273 | 5,273 | 100.00% | 44,451 | Jun 30, 2024 |
| CULTIVAR CAPITAL, INC. | 0.00% | 0.03% | 4,786 | 4,786 | 100.00% | 39,533 | Jun 30, 2024 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | - | 0.00% | 2,100 | 2,100 | 100.00% | 17,346 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.01% | 1,982 | 1,982 | 100.00% | 16,372 | Jun 30, 2024 |
| MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC | - | 0.02% | 1,889 | 1,889 | 100.00% | 15,604 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.01% | 1,769 | 1,769 | 100.00% | 14,610 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | - | 0.00% | 961 | 961 | 100.00% | 7,940 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 241 | 241 | 100.00% | 2,046 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | - | 0.00% | 200 | 200 | 100.00% | 1,652 | Jun 30, 2024 |
| MFA WEALTH ADVISORS, LLC | - | 0.00% | 141 | 141 | 100.00% | 1,165 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | - | - | 106 | 106 | 100.00% | 876 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 90 | 90 | 100.00% | 743 | Jun 30, 2024 |
| MENDOTA FINANCIAL GROUP, LLC | - | 0.00% | 41 | 41 | 100.00% | 339 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | - | 34 | 34 | 100.00% | 281 | Jun 30, 2024 |
| - | 0.00% | 33 | 33 | 100.00% | 273 | Jun 30, 2024 | |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | - | - | 1 | 1 | 100.00% | 6 | Jun 30, 2024 |
Haleon's largest new institutional shareholder by number of shares is EXODUSPOINT CAPITAL MANAGEMENT, LP, purchased 678.42K shares, valued at $5.60M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GHISALLO CAPITAL MANAGEMENT LLC | - | - | - | -3,008,600 | -100.00% | - | Jun 30, 2024 |
| TROLUCE CAPITAL ADVISORS LLC | - | - | - | -604,300 | -100.00% | - | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -583,728 | -100.00% | - | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -516,380 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -355,827 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -184,798 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -133,787 | -100.00% | - | Jun 30, 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | - | - | - | -131,492 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -112,729 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -108,629 | -100.00% | - | Jun 30, 2024 |
| QVIDTVM MANAGEMENT LLC | - | - | - | -108,410 | -100.00% | - | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -100,431 | -100.00% | - | Jun 30, 2024 |
| GROUPAMA ASSET MANAGMENT | - | - | - | -95,541 | -100.00% | - | Jun 30, 2024 |
| DYNASTY WEALTH MANAGEMENT, LLC | - | - | - | -81,525 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -79,500 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -76,000 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -58,782 | -100.00% | - | Jun 30, 2024 |
| FDX ADVISORS, INC. | - | - | - | -43,832 | -100.00% | - | Jun 30, 2024 |
| IMC-CHICAGO, LLC | - | - | - | -35,336 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -28,299 | -100.00% | - | Jun 30, 2024 |
| GQG PARTNERS LLC | - | - | - | -27,732 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -22,274 | -100.00% | - | Jun 30, 2024 |
| FRACTAL INVESTMENTS LLC | - | - | - | -21,106 | -100.00% | - | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | - | - | - | -20,534 | -100.00% | - | Jun 30, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | - | - | - | -19,929 | -100.00% | - | Jun 30, 2024 |
| ELLEVEST, INC. | - | - | - | -17,888 | -100.00% | - | Jun 30, 2024 |
| BLEAKLEY FINANCIAL GROUP, LLC | - | - | - | -16,174 | -100.00% | - | Jun 30, 2024 |
| CHAPIN DAVIS, INC. | - | - | - | -15,087 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -14,702 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -14,658 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -14,576 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -14,548 | -100.00% | - | Jun 30, 2024 |
| SIGMA PLANNING CORP | - | - | - | -13,998 | -100.00% | - | Jun 30, 2024 |
| PINNACLE FINANCIAL PARTNERS INC | - | - | - | -13,750 | -100.00% | - | Jun 30, 2024 |
| PERIGON WEALTH MANAGEMENT, LLC | - | - | - | -13,221 | -100.00% | - | Jun 30, 2024 |
| INTEGRATED ADVISORS NETWORK LLC | - | - | - | -13,178 | -100.00% | - | Jun 30, 2024 |
| AULL & MONROE INVESTMENT MANAGEMENT CORP | - | - | - | -12,784 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -12,574 | -100.00% | - | Jun 30, 2024 |
| RENASANT BANK | - | - | - | -12,155 | -100.00% | - | Jun 30, 2024 |
| IRONWOOD FINANCIAL, LLC | - | - | - | -11,505 | -100.00% | - | Jun 30, 2024 |
| FIDUCIARY FAMILY OFFICE, LLC | - | - | - | -11,497 | -100.00% | - | Jun 30, 2024 |
| QTRON INVESTMENTS LLC | - | - | - | -10,797 | -100.00% | - | Jun 30, 2024 |
| BUSEY WEALTH MANAGEMENT | - | - | - | -10,787 | -100.00% | - | Jun 30, 2024 |
| DELTA FINANCIAL GROUP, INC. | - | - | - | -10,749 | -100.00% | - | Jun 30, 2024 |
| QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | - | - | - | -10,498 | -100.00% | - | Jun 30, 2024 |
| MOODY NATIONAL BANK TRUST DIVISION | - | - | - | -10,427 | -100.00% | - | Jun 30, 2024 |
| WEST FAMILY INVESTMENTS, INC. | - | - | - | -10,019 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -8,065 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -5,574 | -100.00% | - | Jun 30, 2024 |
| GEOWEALTH MANAGEMENT, LLC | - | - | - | -3,561 | -100.00% | - | Jun 30, 2024 |
| NEMES RUSH GROUP LLC | - | - | - | -2,872 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -1,907 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -1,563 | -100.00% | - | Jun 30, 2024 |
| SOUTHSTATE CORP | - | - | - | -1,011 | -100.00% | - | Jun 30, 2024 |
| MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -807 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -340 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -291 | -100.00% | - | Jun 30, 2024 |
| FIRST PERSONAL FINANCIAL SERVICES | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -180 | -100.00% | - | Jun 30, 2024 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | - | - | - | -135 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST FINANCIAL ADVISORS | - | - | - | -126 | -100.00% | - | Jun 30, 2024 |
| MANCHESTER CAPITAL MANAGEMENT LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| KEENER FINANCIAL PLANNING LLC | - | - | - | -58 | -100.00% | - | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | - | - | - | -53 | -100.00% | - | Jun 30, 2024 |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | - | - | - | -35 | -100.00% | - | Jun 30, 2024 |
Haleon's largest sold out institutional shareholder by shares sold is GHISALLO CAPITAL MANAGEMENT LLC, sold -3.01M shares, valued at -, as of undefined.
Haleon Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ActiveShares ETF Trust | 6.17% | 5,343 | -108 | -1.98% | Mar 31, 2024 |
| FIDELITY DESTINY PORTFOLIOS | 1.60% | 3,508,900 | 589,600 | 20.20% | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST | 1.34% | 750,372 | 750,372 | - | Mar 31, 2024 |
| Gabelli ESG Fund, Inc. | 0.61% | 5,000 | - | - | Dec 29, 2023 |
| ROYCE VALUE TRUST, INC. | 0.40% | 321,300 | - | - | Mar 31, 2024 |
| MSS Series Trust | 0.30% | 22,580 | -22,580 | -50.00% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.21% | 1,699,694 | 306,500 | 22.00% | Mar 31, 2024 |
| OAK ASSOCIATES FUNDS | 0.13% | 145,250 | - | - | Jan 31, 2024 |
| LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.12% | 486,898 | -16,600 | -3.30% | Dec 29, 2023 |
| COMMONWEALTH INTERNATIONAL SERIES TRUST | 0.10% | 8,500 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.07% | 6,380,611 | 517,400 | 8.82% | Jan 31, 2024 |
| HENNESSY FUNDS TRUST | 0.07% | 136,300 | - | - | Jan 31, 2024 |
| AMERICAN MUTUAL FUND | 0.07% | 610,455 | - | - | Jan 31, 2024 |
| STEWARD FUNDS, INC. | 0.06% | 140,469 | - | - | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.05% | 194,990 | -13,758 | -6.59% | Mar 28, 2024 |
| DODGE & COX FUNDS | 0.04% | 144,984,374 | 57,419,320 | 65.57% | Mar 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.04% | 2,000,000 | - | - | Mar 28, 2024 |
| BUFFALO FUNDS | 0.03% | 200,000 | - | - | Mar 31, 2024 |
| World Funds Trust | 0.03% | 370,300 | - | - | Jan 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.03% | 576,414 | - | - | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.03% | 10,395 | - | - | Mar 31, 2024 |
| ALGER FUNDS | 0.03% | 24,088 | - | - | Jan 31, 2024 |
| TrimTabs ETF Trust | 0.02% | 14,014 | - | - | Jan 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.02% | 2,013,240 | - | - | Mar 28, 2024 |
| Legg Mason ETF Investment Trust | 0.02% | 40,550 | 40,550 | - | Mar 31, 2024 |
| DOMINI INVESTMENT TRUST | 0.02% | 104,225 | 3,000 | 2.96% | Jan 31, 2024 |
| GAMCO GLOBAL SERIES FUNDS, INC | 0.02% | 9,000 | - | - | Dec 29, 2023 |
| WASHINGTON MUTUAL INVESTORS FUND | 0.02% | 355,125 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 86,015 | - | - | Aug 31, 2023 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.01% | 173,242 | - | - | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 2,469,425 | 184,100 | 8.06% | Jan 31, 2024 |
| GABELLI ASSET FUND | 0.01% | 4,000 | - | - | Dec 29, 2023 |
| T. Rowe Price Global Allocation Fund, Inc. | 0.01% | 18,261 | - | - | Jan 31, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.01% | 8,000 | - | - | Dec 29, 2023 |
| NATIONWIDE MUTUAL FUNDS | 0.01% | 1,219,251 | 179,538 | 17.27% | Jan 31, 2024 |
| T. Rowe Price Balanced Fund, Inc. | 0.01% | 149,907 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.01% | 1,665,747 | 84,300 | 5.33% | Feb 29, 2024 |
| KINETICS PORTFOLIOS TRUST | 0.01% | 14,673 | - | - | Mar 31, 2024 |
| Guardian Variable Products Trust | 0.01% | 133,124 | -11,481 | -7.94% | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.01% | 9,415,729 | 1,174,486 | 14.25% | Feb 29, 2024 |
| SEI Catholic Values Trust | 0.01% | 18,952 | - | - | Feb 29, 2024 |
| Catholic Responsible Investments Funds | 0.01% | 268,400 | - | - | Jan 31, 2024 |
| AB CAP FUND, INC. | 0.01% | 220,529 | -7,476 | -3.28% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.01% | 674,376 | 93,869 | 16.17% | Feb 29, 2024 |
| American Beacon Institutional Funds Trust | 0.01% | 12,000 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.01% | 103,967 | -4,891 | -4.49% | Jan 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 541,685 | -17,188 | -3.08% | Mar 31, 2024 |
| AB PORTFOLIOS | 0.00% | 93,899 | -3,820 | -3.91% | Feb 29, 2024 |
| CARILLON SERIES TRUST | 0.00% | 258,196 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 47,014 | -3,560 | -7.04% | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 18,877 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 3,024 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 958,773 | - | - | Jan 31, 2024 |
| Listed Funds Trust | 0.00% | 14,082 | - | - | Mar 31, 2024 |
| VIRTUS EQUITY TRUST | 0.00% | 23,280 | - | - | Mar 28, 2024 |
| Ivy Variable Insurance Portfolios | 0.00% | 55,898 | - | - | Mar 28, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 3,989 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 23,259 | - | - | Mar 28, 2024 |
| FIDELITY HASTINGS STREET TRUST | 0.00% | 15,929,669 | 3,461,100 | 27.76% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 208,987 | - | - | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 138,814 | - | - | Feb 29, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 17,287 | - | - | Dec 31, 2023 |
| FundVantage Trust | 0.00% | 20,000 | - | - | Mar 28, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 1,057,245 | 1,057,245 | - | Mar 31, 2024 |
| BlackRock ETF Trust | 0.00% | 809 | - | - | Jan 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 103,518 | - | - | Mar 31, 2024 |
| PACIFIC FUNDS SERIES TRUST | 0.00% | 265,466 | -61,234 | -18.74% | Mar 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 855,555 | 130,514 | 18.00% | Jan 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 19,507 | - | - | Mar 31, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 33,219 | - | - | Mar 28, 2024 |
| Brighthouse Funds Trust II | 0.00% | 660,578 | -44,775 | -6.35% | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 14,900 | - | - | Jan 31, 2024 |
| Pacer Funds Trust | 0.00% | 28,107 | 10,579 | 60.35% | Jan 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 2,103,860 | -127,100 | -5.70% | Mar 31, 2024 |
| HARBOR FUNDS | 0.00% | 11,679 | - | - | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 983,384 | 676,590 | 220.54% | Mar 31, 2024 |
| Mutual Fund & Variable Insurance Trust | 0.00% | 8,491 | - | - | Mar 31, 2024 |
| IVY FUNDS | 0.00% | 121,151 | - | - | Mar 28, 2024 |
| Dimensional ETF Trust | 0.00% | 160,465 | - | - | Jan 31, 2024 |
| Dunham Funds | 0.00% | 24,409 | - | - | Jan 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 86,131 | -50,325 | -36.88% | Feb 29, 2024 |
| Brighthouse Funds Trust I | 0.00% | 2,105,816 | -124,759 | -5.59% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 203,999 | - | - | Dec 31, 2023 |
| JOHN HANCOCK INVESTMENT TRUST | 0.00% | 15,982 | 12,150 | 317.07% | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 68,612 | - | - | Mar 31, 2024 |
| GMO TRUST | 0.00% | 247,300 | - | - | Feb 29, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 500,796 | - | - | Dec 31, 2023 |
| T. Rowe Price International Funds, Inc. | 0.00% | 7,058,372 | - | - | Mar 31, 2024 |
| SATURNA INVESTMENT TRUST | 0.00% | 11,500 | - | - | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 7,022 | - | - | Feb 29, 2024 |
| RBB FUND, INC. | 0.00% | 9,632 | - | - | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 5,222 | - | - | Dec 31, 2023 |
| ETF Series Solutions | 0.00% | 1,946 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 235,089 | - | - | Mar 31, 2024 |
| VanEck ETF Trust | 0.00% | 2,898,196 | 495,394 | 20.62% | Mar 31, 2024 |
| TRANSAMERICA FUNDS | 0.00% | 110,000 | - | - | Jan 31, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 196,977 | - | - | Feb 29, 2024 |
| Series Portfolios Trust | 0.00% | 247 | - | - | Jan 31, 2024 |
| MORGAN STANLEY INSTITUTIONAL FUND INC | 0.00% | 1,747 | - | - | Mar 31, 2024 |
| Managed Portfolio Series | 0.00% | 490 | - | - | Jan 31, 2024 |
Haleon's largest mutual fund holder by % of total assets is "ActiveShares ETF Trust", owning 5.34K shares, compromising 6.17% of its total assets.
Haleon Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 550 | -7.41% |
| 31 Mar, 24 | 594 | 1.37% |
| 31 Dec, 23 | 586 | 4.09% |
| 30 Sep, 23 | 563 | -1.92% |
| 30 Jun, 23 | 574 | 0.53% |
| 31 Mar, 23 | 571 | -2.73% |
| 31 Dec, 22 | 587 | 9.31% |
| 30 Sep, 22 | 537 | - |
| 31 Mar, 10 | 1 | - |
As of 30 Jun 24, 550 institutions are holding Haleon's shares, representing a decrease of -7.41% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 509,147,508 | 0.49% |
| 31 Mar, 24 | 506,657,496 | 28.91% |
| 31 Dec, 23 | 393,042,036 | 0.72% |
| 30 Sep, 23 | 390,245,045 | 3.34% |
| 30 Jun, 23 | 377,619,956 | 2.24% |
| 31 Mar, 23 | 369,343,226 | 9.78% |
| 31 Dec, 22 | 336,426,805 | 9.25% |
| 30 Sep, 22 | 307,935,760 | - |
| 31 Mar, 10 | 820 | - |
Haleon (HLN) has 509.15M shares outstanding as of 30 Jun 24, up 0.49% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 11.07% | 9.12% |
| 31 Mar, 24 | 11.02% | 19.69% |
| 31 Dec, 23 | 7.48% | 10.47% |
| 30 Sep, 23 | 8.45% | 12.56% |
| 30 Jun, 23 | 8.20% | 12.90% |
| 31 Mar, 23 | 7.98% | 15.11% |
| 31 Dec, 22 | 7.26% | 16.33% |
| 30 Sep, 22 | 6.67% | - |
| 31 Mar, 10 | - | - |
As of 30 Jun 24, Haleon is held by 11.07% institutional shareholders, representing a 9.12% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 257 | -4.10% |
| 31 Mar, 24 | 268 | -1.47% |
| 31 Dec, 23 | 272 | 15.74% |
| 30 Sep, 23 | 235 | - |
| 30 Jun, 23 | 235 | 9.30% |
| 31 Mar, 23 | 215 | -24.83% |
| 31 Dec, 22 | 286 | -46.04% |
| 30 Sep, 22 | 530 | - |
| 31 Mar, 10 | 1 | - |
257 institutional shareholders have increased their position in HLN stock as of 30 Jun 24 compared to 268 in the previous quarter (a -4.10% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 170 | -6.08% |
| 31 Mar, 24 | 181 | - |
| 31 Dec, 23 | 181 | 5.23% |
| 30 Sep, 23 | 172 | -10.88% |
| 30 Jun, 23 | 193 | -5.85% |
| 31 Mar, 23 | 205 | 12.64% |
| 31 Dec, 22 | 182 | - |
| 30 Sep, 22 | - | - |
| 31 Mar, 10 | - | - |
170 institutional shareholders have reduced their position in HLN stock as of 30 Jun 24 compared to 181 in the previous quarter (a -6.08% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 550 | -7.41% | 509,147,508 | 0.49% | 11.07% | 9.12% | 257 | -4.10% | 170 | -6.08% |
| 31 Mar, 24 | 594 | 1.37% | 506,657,496 | 28.91% | 11.02% | 19.69% | 268 | -1.47% | 181 | - |
| 31 Dec, 23 | 586 | 4.09% | 393,042,036 | 0.72% | 7.48% | 10.47% | 272 | 15.74% | 181 | 5.23% |
| 30 Sep, 23 | 563 | -1.92% | 390,245,045 | 3.34% | 8.45% | 12.56% | 235 | - | 172 | -10.88% |
| 30 Jun, 23 | 574 | 0.53% | 377,619,956 | 2.24% | 8.20% | 12.90% | 235 | 9.30% | 193 | -5.85% |
| 31 Mar, 23 | 571 | -2.73% | 369,343,226 | 9.78% | 7.98% | 15.11% | 215 | -24.83% | 205 | 12.64% |
| 31 Dec, 22 | 587 | 9.31% | 336,426,805 | 9.25% | 7.26% | 16.33% | 286 | -46.04% | 182 | - |
| 30 Sep, 22 | 537 | - | 307,935,760 | - | 6.67% | - | 530 | - | - | - |
| 31 Mar, 10 | 1 | - | 820 | - | - | - | 1 | - | - | - |
Haleon Peer Ownership
| Ticker | Company |
|---|---|
| LNTH | Lantheus Holdings, Inc. |
| HCM | HUTCHMED (China) Limited |
| EBS | Emergent BioSolutions Inc. |
| ELAN | Elanco Animal Health Incorporated |
| RDY | Dr. Reddy's Laboratories Limited |
| ESPR | Esperion Therapeutics, Inc. |
| VTRS | Viatris Inc. |
| NBIX | Neurocrine Biosciences, Inc. |
| TAK | Takeda Pharmaceutical Company Limited |
| BHC | Bausch Health Companies Inc. |
| TEVA | Teva Pharmaceutical Industries Limited |
| ZTS | Zoetis Inc. |
| CTLT | Catalent, Inc. |
| PETQ | PetIQ, Inc. |
| SIGA | SIGA Technologies, Inc. |
HLN Ownership FAQ
Who Owns Haleon?
Haleon is owned by institutional shareholders (11.07%), insiders (4.34%), and public (84.59%). The largest institutional shareholder of Haleon is DODGE & COX (3.92% of total shares) and the top mutual fund owner is ActiveShares ETF Trust (6.17% of total shares).
Who are the major institutional shareholders of Haleon?
Haleon's major institutional shareholders are DODGE & COX, FMR LLC, CLEARBRIDGE INVESTMENTS, LLC, HARDING LOEVNER LP, and FISHER ASSET MANAGEMENT, LLC. The top five shareholders own together 7.84% of the company's share outstanding.
How many Haleon shareholders are there?
As of Jun 2024, there are 550 institutional shareholders of Haleon.
What percentage of Haleon is owned by DODGE & COX?
DODGE & COX owns 180.17M shares of Haleon, representing 3.92% of the company's total shares outstanding, valued at $1.49B (as of Jun 2024).
What percentage of Haleon is owned by FMR LLC?
As of Jun 2024, FMR LLC holds 99.15M shares of Haleon (HLN), compromising 2.16% of the company, valued at $818.98M.
What percentage of Haleon is owned by CLEARBRIDGE INVESTMENTS, LLC?
CLEARBRIDGE INVESTMENTS, LLC is the third largest holder of Haleon. The company owns 41.75M of the company's shares outstanding (worth $344.89M).