Haleon plc (HLN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

5,740,445,860Shares Outstanding

3,146,588Shares held by institutions

$35,336,183Value of institutional holdings

9.55%Institutional ownership %

3.60%Shares Changed QoQ

566No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 566 institutional investors hold a position in Haleon plc (NYSE:HLN).

The percentage of Haleon owned by institutions changed from 9.6% in September 2025 to 9.5% in December 2025, marking a slight down trend.
Quarterly data indicates a 3.60% shift in institutional share volume, and the annual owner count reflects a decrease of 6.14%.
Among the 566 institutional holders of Haleon, 294 added to their stakes while 148 trimmed their positions and 124 held steady.
The total number of shares held by institutions in Haleon increased to 548.13Mn as of December 2025, a net change of up by 19.07Mn shares quarter on quarter, and down 185.92Mn shares year over year.
DODGE & COX's holding of 151.76Mn shares as of December 31, 2025 makes it the primary institutional investor in Haleon, owning 2.64% of the stock.
Among the most significant buyers of Haleon during December 2025 were NORGES BANK (16.18Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (7.85Mn), BANK OF MONTREAL /CAN/ (6.97Mn), FMR LLC (3.94Mn), CITADEL ADVISORS LLC (3.76Mn).
Leading sellers of Haleon stock in December 2025 included WELLINGTON MANAGEMENT GROUP LLP (10.69Mn), Altshuler Shaham Ltd (7.84Mn), Optiver Holding B.V. (3.89Mn), JPMORGAN CHASE & CO (3.88Mn), DODGE & COX (2.63Mn).
The top 10 institutional holders of Haleon for the quarter ending December 2025 included DODGE & COX (151.76Mn), FMR LLC (107.94Mn), Clearbridge Investments, LLC (31.42Mn), MORGAN STANLEY (21.50Mn), HARDING LOEVNER LP (16.62Mn), NORGES BANK (16.18Mn), Sculptor Capital LP (10.45Mn), GOLDMAN SACHS GROUP INC (10.44Mn), BANK OF AMERICA CORP /DE/ (9.35Mn), BANK OF MONTREAL /CAN/ (8.50Mn).

566 Institutional Holders

3,146,588 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
DODGE & COX	31 Dec, 2025	151,755,452	-2,629,170	-1.70%	$1,534,247,620.00
FMR LLC	31 Dec, 2025	107,941,807	3,939,221	3.79%	$1,091,291,669.00
Clearbridge Investments, LLC	31 Dec, 2025	31,423,276	-1,924,656	-5.77%	$317,689,322.00
MORGAN STANLEY	31 Dec, 2025	21,495,383	2,962,856	15.99%	$217,318,347.00
HARDING LOEVNER LP	31 Dec, 2025	16,615,687	-1,293,714	-7.22%	$167,953,095.00
NORGES BANK	31 Dec, 2025	16,175,000	16,175,000	0.00%	$163,529,250.00
Sculptor Capital LP	31 Dec, 2025	10,454,868	505,000	5.08%	$105,698,715.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	10,441,178	1,589,494	17.96%	$105,560,314.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	9,347,998	-1,358,148	-12.69%	$94,508,265.00
BANK OF MONTREAL /CAN/	31 Dec, 2025	8,500,496	6,966,416	454.11%	$85,940,015.00
JPMORGAN CHASE & CO	31 Dec, 2025	8,100,217	-3,884,455	-32.41%	$81,893,213.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	8,027,189	7,845,391	4,315.44%	$81,154,881.00
Aristotle Capital Management, LLC	31 Dec, 2025	7,825,273	-235,931	-2.93%	$79,113,700.00
CITADEL ADVISORS LLC	31 Dec, 2025	7,483,113	3,763,181	101.16%	$75,654,273.00
Douglas Lane & Associates, LLC	31 Dec, 2025	6,761,355	-1,405,621	-17.21%	$68,357,301.00
Nuveen, LLC	31 Dec, 2025	6,169,355	159,955	2.66%	$62,372,179.00
ENVESTNET ASSET MANAGEMENT INC	31 Dec, 2025	5,480,081	-1,706,335	-23.74%	$55,394,769.00
Rockefeller Capital Management L.P.	31 Dec, 2025	5,397,201	13,652	0.25%	$54,565,700.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	4,992,529	-10,687,696	-68.16%	$50,474,469.00
BlackRock, Inc.	31 Dec, 2025	4,983,206	-1,266,772	-20.27%	$50,380,206.00

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