Haleon plc Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
PFIZER INC | 02/14/2025 | 197.23 M | $1.88 B | 100.00% | 2.15% |
DODGE & COX | 02/13/2025 | 178.74 M | $1.71 B | -0.24% | 1.95% |
FMR LLC | 02/13/2025 | 108.83 M | $1.04 B | 3.73% | 1.19% |
CLEARBRIDGE INVESTMENTS, LLC | 02/12/2025 | 32.80 M | $312.94 M | -12.22% | 0.36% |
HARDING LOEVNER LP | 02/14/2025 | 24.13 M | $230.17 M | -3.06% | 0.26% |
WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 15.33 M | $146.23 M | 67.48% | 0.17% |
MORGAN STANLEY | 02/14/2025 | 9.89 M | $94.37 M | 20.08% | 0.11% |
SCULPTOR CAPITAL LP | 02/14/2025 | 8.89 M | $84.78 M | 0.00% | 0.10% |
ARISTOTLE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 8.75 M | $83.48 M | -2.66% | 0.10% |
DOUGLAS LANE & ASSOCIATES, LLC | 01/08/2025 | 8.62 M | $82.27 M | 1.91% | 0.09% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 7.63 M | $72.79 M | 0.77% | 0.08% |
UBS GROUP AG | 02/14/2025 | 6.73 M | $64.19 M | 397.47% | 0.07% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 6.27 M | $59.83 M | 10.35% | 0.07% |
CITADEL ADVISORS LLC | 02/14/2025 | 6.11 M | $58.25 M | 406.87% | 0.07% |
JPMORGAN CHASE & CO | 02/12/2025 | 6.01 M | $57.38 M | 18.31% | 0.07% |
BANK OF AMERICA CORP /DE/ | 02/14/2025 | 5.52 M | $52.68 M | -3.69% | 0.06% |
NORTHERN TRUST CORP | 02/14/2025 | 5.41 M | $51.64 M | 27.67% | 0.06% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 5.00 M | $47.66 M | 0.25% | 0.05% |
POINT72 ASSET MANAGEMENT, L.P. | 02/14/2025 | 4.73 M | $45.11 M | 100.00% | 0.05% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 4.42 M | $42.19 M | 100.00% | 0.05% |
BANK JULIUS BAER & CO. LTD, ZURICH | 02/07/2025 | 3.77 M | $39.63 M | 100.00% | 0.04% |
BLACKROCK, INC. | 02/07/2025 | 3.66 M | $34.90 M | 20.51% | 0.04% |
VAN ECK ASSOCIATES CORP | 01/29/2025 | 3.51 M | $33.48 M | 13.54% | 0.04% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 3.26 M | $31.07 M | -1.36% | 0.04% |
BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | 02/14/2025 | 2.84 M | $27.13 M | 6.20% | 0.03% |
ROYAL BANK OF CANADA | 02/14/2025 | 2.73 M | $26.08 M | 62.60% | 0.03% |
SAMLYN CAPITAL, LLC | 02/14/2025 | 2.35 M | $22.42 M | 100.00% | 0.03% |
FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 2.10 M | $20.07 M | 4.65% | 0.02% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 2.07 M | $19.76 M | 29.84% | 0.02% |
STIFEL FINANCIAL CORP | 02/13/2025 | 2.03 M | $19.40 M | 4.56% | 0.02% |
CLARK ESTATES INC/NY | 02/06/2025 | 2.00 M | $19.08 M | 0.00% | 0.02% |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/14/2025 | 1.80 M | $17.16 M | 0.57% | 0.02% |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/21/2025 | 1.77 M | $16.89 M | -3.38% | 0.02% |
INVESCO LTD. | 02/13/2025 | 1.62 M | $15.48 M | -5.24% | 0.02% |
NATIXIS ADVISORS, L.P. | 02/10/2025 | 1.53 M | $14.57 M | 3.64% | 0.02% |
CAMBIAR INVESTORS LLC | 01/29/2025 | 1.43 M | $13.67 M | -5.39% | 0.02% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 1.32 M | $12.58 M | 552.87% | 0.01% |
LPL FINANCIAL LLC | 02/11/2025 | 1.16 M | $11.07 M | 21.52% | 0.01% |
HEATHBRIDGE CAPITAL MANAGEMENT LTD. | 01/30/2025 | 1.11 M | $10.58 M | -1.43% | 0.01% |
CITIGROUP INC | 02/12/2025 | 1.05 M | $10.03 M | 1.52% | 0.01% |
EXENCIAL WEALTH ADVISORS, LLC | 02/06/2025 | 1.05 M | $10.00 M | -1.64% | 0.01% |
RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 995,241 | $9.49 M | 1.30% | 0.01% |
NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 959,893 | $9.16 M | -1.72% | 0.01% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 935,260 | $8.92 M | 100.00% | 0.01% |
JANNEY MONTGOMERY SCOTT LLC | 01/17/2025 | 850,563 | $8.11 M | 13.27% | 0.01% |
GAM HOLDING AG | 01/31/2025 | 792,102 | $7.56 M | -6.73% | 0.01% |
SEI INVESTMENTS CO | 02/11/2025 | 760,841 | $7.26 M | -1.61% | 0.01% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 754,364 | $7.20 M | -6.02% | 0.01% |
OPPENHEIMER ASSET MANAGEMENT INC. | 02/05/2025 | 739,344 | $7.05 M | -3.68% | 0.01% |
US BANCORP \DE\ | 02/05/2025 | 734,815 | $7.01 M | -2.99% | 0.01% |
Haleon plc institutional Ownership - FAQ's
During the previous two years, 617 institutional investors and hedge funds held shares of Haleon plc. The most heavily invested institutionals were:
PACIFIC CAPITAL WEALTH ADVISORS, INC: 0
PARK AVENUE SECURITIES LLC: 0
FIRST FINANCIAL CORP /IN/: 0
Wallace Advisory Group, LLC: 0
PFIZER INC: 197.23 M
DODGE & COX: 178.74 M
8.00% of Haleon plc stock is owned by institutional investors.
Institutional investors have bought a total of 732.03 M shares in the last 24 months. This purchase volume represents approximately $7.46 B in transactions.