Haleon plc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DODGE & COX | 11/13/2024 | 179.17 M | $1.90 B | -0.55% | 1.95% |
| FMR LLC | 11/13/2024 | 104.92 M | $1.11 B | 5.82% | 1.14% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 37.37 M | $395.38 M | -10.50% | 0.41% |
| HARDING LOEVNER LP | 11/14/2024 | 24.89 M | $263.22 M | -2.84% | 0.27% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 13.68 M | $144.76 M | -2.04% | 0.15% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 9.15 M | $96.83 M | 49.90% | 0.10% |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 11/14/2024 | 8.99 M | $95.11 M | -0.67% | 0.10% |
| SCULPTOR CAPITAL LP | 11/14/2024 | 8.89 M | $94.03 M | 0.00% | 0.10% |
| DOUGLAS LANE & ASSOCIATES, LLC | 10/10/2024 | 8.46 M | $89.53 M | -0.84% | 0.09% |
| MORGAN STANLEY | 11/14/2024 | 8.24 M | $87.16 M | 14.43% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 7.57 M | $80.11 M | -0.01% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 5.73 M | $60.66 M | 12.52% | 0.06% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 5.68 M | $60.13 M | 3.17% | 0.06% |
| JPMORGAN CHASE & CO | 12/26/2024 | 5.08 M | $53.79 M | 25.31% | 0.06% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 4.98 M | $52.73 M | -12.13% | 0.05% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 3.84 M | $40.60 M | -4.54% | 0.04% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 3.30 M | $34.93 M | -11.23% | 0.04% |
| VAN ECK ASSOCIATES CORP | 10/29/2024 | 3.09 M | $30.60 M | -5.54% | 0.03% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.04 M | $32.12 M | 100.00% | 0.03% |
| BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | 11/14/2024 | 2.68 M | $28.33 M | -46.96% | 0.03% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 2.01 M | $21.27 M | 7.98% | 0.02% |
| CLARK ESTATES INC/NY | 11/13/2024 | 2.00 M | $21.16 M | -24.53% | 0.02% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 1.94 M | $20.57 M | 13.69% | 0.02% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2024 | 1.83 M | $19.38 M | -1.51% | 0.02% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 1.79 M | $18.92 M | -8.47% | 0.02% |
| INVESCO LTD. | 11/12/2024 | 1.71 M | $18.11 M | -1.57% | 0.02% |
| ROYAL BANK OF CANADA | 11/14/2024 | 1.68 M | $17.79 M | 0.22% | 0.02% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.60 M | $16.88 M | 1.43% | 0.02% |
| CAMBIAR INVESTORS LLC | 10/28/2024 | 1.51 M | $16.02 M | -4.85% | 0.02% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 1.47 M | $15.59 M | 142.52% | 0.02% |
| UBS GROUP AG | 11/14/2024 | 1.35 M | $14.31 M | -13.93% | 0.01% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.20 M | $12.74 M | -78.68% | 0.01% |
| HEATHBRIDGE CAPITAL MANAGEMENT LTD. | 10/16/2024 | 1.13 M | $11.91 M | -0.19% | 0.01% |
| EXENCIAL WEALTH ADVISORS, LLC | 10/31/2024 | 1.07 M | $11.27 M | -2.41% | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 1.06 M | $11.23 M | -18.40% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 982,510 | $10.39 M | 0.74% | 0.01% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 976,666 | $10.33 M | -3.59% | 0.01% |
| LPL FINANCIAL LLC | 11/08/2024 | 954,954 | $10.10 M | 2.72% | 0.01% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 876,265 | $9.27 M | 29.16% | 0.01% |
| GAM HOLDING AG | 10/22/2024 | 849,284 | $8.99 M | 0.82% | 0.01% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 802,698 | $8.49 M | -20.32% | 0.01% |
| SEI INVESTMENTS CO | 11/12/2024 | 773,280 | $8.18 M | -3.64% | 0.01% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 11/05/2024 | 767,602 | $8.12 M | -7.03% | 0.01% |
| US BANCORP \DE\ | 10/28/2024 | 757,469 | $8.01 M | -6.79% | 0.01% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 750,897 | $7.94 M | 13.90% | 0.01% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 729,204 | $7.71 M | -65.26% | 0.01% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 717,174 | $7.65 M | -3.42% | 0.01% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 678,701 | $7.18 M | -11.21% | 0.01% |
| WELCH & FORBES LLC | 11/04/2024 | 648,010 | $6.86 M | -0.01% | 0.01% |
| JARISLOWSKY, FRASER LTD | 11/13/2024 | 640,493 | $6.78 M | 100.00% | 0.01% |
Haleon plcinstitutional Ownership - FAQ's
During the previous two years, 644 institutional investors and hedge funds held shares of Haleon plc. The most heavily invested institutionals were:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
GODSEY & GIBB, INC: 0
DODGE & COX: 179.17 M
FMR LLC: 104.92 M
Clearbridge Investments, LLC: 37.37 M
HARDING LOEVNER LP: 24.89 M
5.61% of Haleon plc stock is owned by institutional investors.
Institutional investors have bought a total of 506.22 M shares in the last 24 months. This purchase volume represents approximately $4.66 B in transactions.