Who Owns Haleon Stock?
NYSE: HLNConsumer DiscretionaryPackage Goods/CosmeticsUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Pre-market: 9.31 +0.59%
Ownership breakdown
- Held by institutions
- 13.64%
- Held by insiders
- 0.01%
- Institutional holders
- 755
- Institutions 13.6%
- Insiders 0.0%
- Public and other 86.3%
Who owns Haleon stock?
Institutional investors own about 13.6% of Haleon's shares, spread across 755 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.01% of HLN.
The largest institutional holders are Dodge & Cox Inc. (3.41%), FMR, LLC (2.75%) and ClearBridge Investments, LLC (0.74%). Together, the top 10 institutions control 9.2% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their HLN positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of HLN
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Dodge & Cox Inc. | 149.93M | 3.41% | +2.3% |
| FMR, LLC | 120.99M | 2.75% | +6.2% |
| ClearBridge Investments, LLC | 32.34M | 0.74% | +2.0% |
| Morgan Stanley | 19.46M | 0.44% | +1.5% |
| Harris Associates L.P. | 16.83M | 0.38% | +12.0% |
| Harding Loevner LP | 15.41M | 0.35% | -1.9% |
| Nuveen, LLC | 15.33M | 0.35% | +76.3% |
| Arrowstreet Capital, Limited Partnership | 14.18M | 0.32% | -3.4% |
| Bank of America Corporation | 10.85M | 0.25% | -0.8% |
| JPMORGAN CHASE & CO | 10.82M | 0.25% | +30.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of HLN
| Fund | Shares | % Held |
|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | 107.25M | 2.44% |
| Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund | 18.87M | 0.43% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | 14.71M | 0.33% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | 13.30M | 0.30% |
| Fidelity Securities Fund-Fidelity Growth & Income Portfolio | 12.00M | 0.27% |
| Dodge & Cox Funds-Dodge & Cox Balanced Fund | 11.69M | 0.27% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | 11.11M | 0.25% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | 9.22M | 0.21% |
| Fidelity Concord Street Trust-Fidelity Large Cap Stock Fund | 6.84M | 0.16% |
| Bridge Builder Trust-Bridge Builder Large Cap Value Fund | 4.98M | 0.11% |
Frequently asked questions
Who is the largest shareholder of Haleon?
Dodge & Cox Inc. is the largest institutional shareholder of HLN, owning 3.41% of shares outstanding (149.93M shares) as of its latest 13F filing.
What percentage of Haleon is owned by institutions?
Institutions own about 13.6% of HLN shares and 13.6% of the public float.
How much of Haleon do insiders own?
Insiders, such as officers and directors, own about 0.01% of HLN shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.