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Haleon (HLN) Institutional Ownership

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$8.19
-0.14 (-1.68%)
(As of 03:27 PM ET)
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Institutional Ownership Changes (13F Filings) for Haleon (NYSE:HLN)

Current
Institutional Ownership
Percentage
6.67%
Number of
Institutional Buyers
(last 12 months)
222
Total
Institutional Inflows
(last 12 months)
$771.36M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$289.73M
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HLN Institutional Buying and Selling by Quarter

Haleon Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Bleakley Financial Group LLC16,174$137K0.0%+32.4%0.000%
5/8/2024Avantax Advisory Services Inc.23,475$199K0.0%-16.8%0.001%
5/8/2024US Bancorp DE725,198$6.16M0.0%-6.4%0.016%
5/8/2024Russell Investments Group Ltd.969,627$8.23M0.0%+0.3%0.021%
5/8/2024QRG Capital Management Inc.148,496$1.26M0.0%+8.0%0.003%
5/7/2024Choate Investment Advisors26,907$228K0.0%-6.6%0.001%
5/7/2024Sei Investments Co.781,089$6.63M0.0%+79.1%0.017%
5/7/2024Atomi Financial Group Inc.10,507$89K0.0%N/A0.000%
5/7/2024Keudell Morrison Wealth Management14,001$119K0.0%N/A0.000%
5/7/2024Equity Investment Corp21,812$185K0.0%-11.2%0.000%
5/7/2024Oppenheimer & Co. Inc.26,584$226K0.0%-11.0%0.001%
5/7/2024Oppenheimer Asset Management Inc.696,388$5.91M0.1%+14.4%0.015%
5/6/2024 Envestnet Portfolio Solutions Inc.241,541$2.05M0.0%+25.2%0.005%
5/6/2024 Tweedy Browne Co LLC110,478$938K0.0%-4.6%0.002%
5/3/2024 Signaturefd LLC109,378$929K0.0%+4.0%0.002%
5/3/2024 FDx Advisors Inc.43,832$372K0.1%-7.6%0.001%
5/3/2024 Callan Capital LLC12,279$104K0.0%N/A0.000%
5/3/2024 Coronation Fund Managers Ltd.21,842$185K0.0%-90.7%0.000%
5/3/2024 Rehmann Capital Advisory Group13,949$118K0.0%+25.5%0.000%
5/3/2024 Central Pacific Bank Trust Division56,776$474K0.1%N/A0.001%
5/2/2024 Haverford Trust Co24,454$208K0.0%-38.6%0.001%
5/2/2024 Choreo LLC12,497$106K0.0%N/A0.000%
5/1/2024 Capstone Investment Advisors LLC231,952$1.97M0.0%N/A0.005%
5/1/2024 Janney Montgomery Scott LLC438,833$3.73M0.0%+182.3%0.010%
5/1/2024 Sequoia Financial Advisors LLC76,320$645K0.0%-65.2%0.002%
5/1/2024 Diversify Advisory Services LLC22,982$192K0.0%N/A0.001%
4/30/2024 Private Advisor Group LLC68,170$579K0.0%+6.3%0.001%
4/30/2024 Norden Group LLC32,933$280K0.0%+222.0%0.001%
4/30/2024 Van ECK Associates Corp2,971,084$25.23M0.0%+30.7%0.065%
4/30/2024 HB Wealth Management LLC10,267$87K0.0%N/A0.000%
4/30/2024 Caprock Group LLC43,828$376K0.0%+29.1%0.001%
4/30/2024 Perigon Wealth Management LLC13,221$112K0.0%N/A0.000%
4/30/2024 Allspring Global Investments Holdings LLC5,067$43K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC256,730$2.18M0.0%-1.8%0.006%
4/29/2024 Benjamin F. Edwards & Company Inc.42,359$360K0.0%+54.7%0.001%
4/29/2024 Marks Group Wealth Management Inc182,939$1.55M0.2%+16.6%0.004%
4/26/2024 SYSTM Wealth Solutions LLC22,865$194K0.0%+167.6%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.16,980$144K0.0%N/A0.000%
4/26/2024 Patrick M Sweeney & Associates Inc.56,543$480K0.4%-57.0%0.001%
4/25/2024 WCM Investment Management LLC113,987$968K0.0%+2.1%0.002%
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4/25/2024 Aaron Wealth Advisors LLC20,405$173K0.0%N/A0.000%
4/25/2024 Valeo Financial Advisors LLC20,815$174K0.0%-23.9%0.000%
4/24/2024 Simplicity Wealth LLC16,174$137K0.0%N/A0.000%
4/24/2024 Essex Financial Services Inc.14,288$121K0.0%+13.7%0.000%
4/23/2024 Fifth Third Bancorp345,616$2.93M0.0%-2.2%0.008%
4/23/2024 Stonegate Investment Group LLC32,625$277K0.0%+197.5%0.001%
4/22/2024 PFG Investments LLC19,841$168K0.0%N/A0.000%
4/22/2024 CKW Financial Group10,000$83K0.0%+66.7%0.000%
4/22/2024 Raymond James & Associates3,504,327$29.75M0.0%+88.1%0.077%
4/19/2024 Tempus Wealth Planning LLC54,813$465K0.2%+4.1%0.001%
4/19/2024 Legacy Wealth Asset Management LLC70,329$597K0.2%+3.0%0.002%
4/19/2024 First Trust Direct Indexing L.P.25,791$219K0.0%-5.6%0.001%
4/19/2024 Norden Group LLC428,129$3.64M0.0%+4,086.3%0.009%
4/19/2024 JTC Employer Solutions Trustee Ltd376,834$3.22M0.2%-85.2%0.008%
4/18/2024 Allspring Global Investments Holdings LLC5,067$43K0.0%N/A0.000%
4/18/2024 Park Place Capital Corp20,487$174K0.1%-24.9%0.000%
4/17/2024 Founders Financial Securities LLC64,959$552K0.1%N/A0.001%
4/16/2024 Pinnacle Bancorp Inc.6,188$53K0.0%+29.8%0.000%
4/16/2024 Seed Wealth Management Inc.27,130$226K0.2%-6.9%0.001%
4/16/2024 Wealth Enhancement Advisory Services LLC66,247$562K0.0%+42.5%0.001%
4/16/2024 Procyon Advisors LLC131,665$1.12M0.1%+559.9%0.003%
4/16/2024 Cardinal Capital Management45,091$383K0.1%+12.1%0.001%
4/15/2024 Defined Wealth Management LLC29,009$246K0.2%+5.8%0.001%
4/15/2024 Sunbelt Securities Inc.2,943$25K0.0%-38.5%0.000%
4/13/2024 Hoxton Planning & Management LLC14,450$123K0.1%+39.5%0.000%
4/13/2024 IMC Chicago LLC35,336$300K0.0%N/A0.001%
4/12/2024 Cohen Klingenstein LLC120,042$1.02M0.0%-21.0%0.003%
4/11/2024 Douglas Lane & Associates LLC8,401,876$71.33M1.0%+2.1%0.184%
4/11/2024 &PARTNERS12,503$113K0.0%N/A0.000%
4/10/2024 Marcum Wealth LLC17,924$152K0.0%N/A0.000%
4/10/2024 Park Avenue Securities LLC116,526$989K0.0%+10.1%0.003%
4/10/2024 Keystone Financial Planning Inc.231,748$1.97M0.6%-1.8%0.005%
4/10/2024 Thomasville National Bank28,443$241K0.0%-26.2%0.001%
4/5/2024 First Hawaiian Bank304,434$2.59M0.1%+103.3%0.007%
4/5/2024 GAMMA Investing LLC6,106$52K0.0%+151.3%0.000%
4/4/2024 Moody National Bank Trust Division10,427$89K0.0%N/A0.000%
4/3/2024 Arden Trust Co21,870$186K0.0%-65.0%0.000%
4/2/2024 Marotta Asset Management17,026$145K0.0%-7.4%0.000%
4/1/2024 Confluence Investment Management LLC82,071$697K0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC64,328$542K0.0%N/A0.001%
3/22/2024PNC Financial Services Group Inc.224,820$1.85M0.0%-1.0%0.005%
3/21/2024 Ariston Services Group20,897$172K0.2%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.23,805$196K0.0%-18.8%0.001%
3/13/2024 Sivia Capital Partners LLC11,317$93K0.1%N/A0.000%
3/6/2024SageView Advisory Group LLC12,175$100K0.0%N/A0.000%
3/5/2024Fisher Asset Management LLC14,737,776$121.29M0.1%-2.8%0.319%
3/5/2024Wellington Management Group LLP13,542,346$111.45M0.0%+164.6%0.293%
3/1/2024Goldman Sachs Group Inc.4,813,997$39.62M0.0%+19.1%0.104%
2/28/2024EP Wealth Advisors LLC17,894$147K0.0%-8.3%0.000%
2/26/2024Syon Capital LLC67,711$557K0.0%+31.4%0.001%
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2/22/2024Auxier Asset Management43,305$356K0.1%-3.2%0.001%
2/15/2024Harding Loevner LP22,372,190$183.79M1.0%-0.5%0.485%
2/15/2024Bain Capital Public Equity Management II LLC7,679,571$63.20M2.7%-24.6%0.166%
2/15/2024Bain Capital Public Equity LP452,246$3.72M2.8%-28.8%0.010%
2/15/2024Clear Street Markets LLC13,746$113K0.0%+13,646.0%0.000%
2/14/2024Neuberger Berman Group LLC332,462$2.74M0.0%-10.1%0.007%
2/14/2024Eminence Capital LP3,361,102$27.66M0.4%-0.1%0.073%
2/14/2024Personal CFO Solutions LLC20,600$170K0.0%+17.8%0.000%
2/13/2024Morningstar Investment Services LLC24,001$199K0.0%+106.3%0.001%
2/13/2024Stephens Inc. AR89,431$736K0.0%-16.1%0.002%
(Data available from 1/1/2016 forward)

HLN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HLN shares?

During the previous two years, 476 institutional investors and hedge funds held shares of Haleon. The most heavily invested institutionals were Dodge & Cox ($912.13M), FMR LLC ($449.42M), Clearbridge Investments LLC ($218.77M), Harding Loevner LP ($183.79M), Fisher Asset Management LLC ($121.29M), Wellington Management Group LLP ($111.45M), and Price T Rowe Associates Inc. MD ($87.42M).Learn more on HLN's institutional investors.

What percentage of Haleon stock is owned by institutional investors?

6.67% of Haleon stock is owned by institutional investors. Learn more on HLN's institutional investor holdings.

Which institutional investors have been buying Haleon stock?

Of the 446 institutional investors that purchased Haleon stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($19.29M), FMR LLC ($16.02M), Dodge & Cox ($15.55M), Price T Rowe Associates Inc. MD ($14.35M), Wellington Management Group LLP ($13.54M), Harding Loevner LP ($13.26M), and Bain Capital Public Equity Management II LLC ($9.75M).

How much institutional buying is happening at Haleon?

Institutional investors have bought a total of 229,137,028 shares in the last 24 months. This purchase volume represents approximately $1.65B in transactions.

Which Haleon major shareholders have been selling company stock?

Of the 181 institutional investors that sold Haleon stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JTC Employer Solutions Trustee Ltd ($8.95M), Brandywine Global Investment Management LLC ($7.30M), Bain Capital Public Equity Management II LLC ($5.56M), Equity Investment Corp ($3.98M), Fisher Asset Management LLC ($3.21M), Van ECK Associates Corp ($2.39M), and Russell Investments Group Ltd. ($2.23M).

How much institutional selling is happening at Haleon?

Institutional investors have sold a total of 42,437,870 shares in the last 24 months. This volume of shares sold represents approximately $348.14M in transactions.


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This page (NYSE:HLN) was last updated on 5/8/2024 by MarketBeat.com Staff

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