Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HLN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | DODGE & COX | 146.5M | $1.47B | -3.4% | 3.291% | 0.81% |
| 2 | FMR LLC | 114.0M | $1.14B | +5.6% | 2.559% | 0.06% |
| 3 | Clearbridge Investments, LLC | 31.7M | $317.5M | +0.9% | 0.712% | 0.28% |
| 4 | MORGAN STANLEY | 19.2M | $191.9M | -10.8% | 0.430% | 0.01% |
| 5 | HARDING LOEVNER LP | 15.7M | $157.2M | -5.4% | 0.353% | 1.62% |
| 6 | HARRIS ASSOCIATES L P | 15.0M | $150.5M | — | 0.338% | 0.20% |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14.7M | $146.9M | +82.8% | 0.330% | 0.08% |
| 8 | BANK OF AMERICA CORP /DE/ | 10.9M | $109.5M | +17.0% | 0.246% | 0.01% |
| 9 | JONES FINANCIAL COMPANIES LLLP | 9.1M | $89.0M | +2454.6% | 0.204% | 0.04% |
| 10 | Nuveen, LLC | 8.7M | $87.1M | +41.0% | 0.195% | 0.02% |
| 11 | Aristotle Capital Management, LLC | 7.7M | $76.7M | -2.1% | 0.172% | 0.16% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 7.0M | $70.4M | +28.4% | 0.158% | 0.02% |
| 13 | Douglas Lane & Associates, LLC | 6.7M | $67.0M | -1.0% | 0.150% | 0.97% |
| 14 | Point72 Asset Management, L.P. | 6.6M | $65.8M | +38.7% | 0.148% | 0.09% |
| 15 | RAYMOND JAMES FINANCIAL INC | 6.3M | $62.7M | +3.5% | 0.141% | 0.02% |
| 16 | GOLDMAN SACHS GROUP INC | 6.1M | $61.3M | -41.3% | 0.138% | 0.01% |
| 17 | Sculptor Capital LP | 5.3M | $53.1M | -49.3% | 0.119% | 0.58% |
| 18 | BlackRock, Inc. | 5.3M | $52.6M | +5.4% | 0.118% | 0.00% |
| 19 | Rockefeller Capital Management L.P. | 5.1M | $51.1M | -5.4% | 0.115% | 0.09% |
| 20 | NORTHERN TRUST CORP | 4.9M | $48.9M | +1.3% | 0.110% | 0.01% |
| 21 | WELLINGTON MANAGEMENT GROUP LLP | 4.8M | $48.3M | -3.3% | 0.108% | 0.01% |
| 22 | Bank Julius Baer & Co. Ltd, Zurich | 4.4M | $43.6M | -2.3% | 0.098% | 0.13% |
| 23 | First Eagle Investment Management, LLC | 4.0M | $40.4M | +20.9% | 0.091% | 0.05% |
| 24 | WELLS FARGO & COMPANY/MN | 4.0M | $40.3M | +7.9% | 0.090% | 0.01% |
| 25 | CIBC Bancorp USA Inc. | 4.0M | $39.6M | — | 0.089% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HLN — a direct measure of their conviction.
Filings activity in HLN during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 613 | +3.0% | 13.25% | 0.73 pp | $5.39B | 5.2% |
| Q4 2025 | 595 | +1.0% | 13.98% | +2.03 pp | $5.68B | +17% |
| Q3 2025 | 589 | 4.4% | 11.95% | 2.27 pp | $4.86B | 16% |
| Q2 2025 | 616 | +5.1% | 14.22% | +0.20 pp | $5.78B | +1.4% |
| Q1 2025 | 586 | 1.3% | 14.02% | 3.04 pp | $5.70B | 18% |
| Q4 2024 | 594 | +3.5% | 17.06% | +3.93 pp | $6.93B | +30% |
| Q3 2024 | 574 | +1.6% | 13.13% | +1.89 pp | $5.34B | +17% |
| Q2 2024 | 565 | — | 11.24% | — | $4.57B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HLN stock.
Based on Q1 2026 13F filings, institutional ownership of Haleon plc stands at 13.3%, held across 613 reporting institutions.
DODGE & COX is the largest reported institutional holder of HLN, with approximately 146,539,663 shares worth $1.47B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of HLN, including Point72 Asset Management, L.P..
Our composite Smart Money Score for HLN is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
99 institutions opened new positions in HLN during Q1 2026, while 81 fully exited. 196 added to existing positions and 304 trimmed.
HLN institutional ownership fell by 0.73 percentage points quarter-over-quarter, with a net change of +18 holders.
The top 10 institutions account for 71.6% of all reported 13F value in HLN, and the top 25 account for 86.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Haleon plc (HLN) Institutional Ownership