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GSK plc

GSK Healthcare
$53.04 +$0.18 (0.34%)
Market Cap: $106.31 B
Gurus Holding
13
Popularity Rank
#203
% of Shares Held
1.08%
Net Activity (Q1 2026)
-$164.74 M

Guru Ownership Trend

Guru Analysis for GSK plc (GSK)

GSK plc (GSK), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.3 B.

Top institutional holders include Ken Fisher and Jeremy Grantham.

Institutional sentiment is currently Bearish. This is evidenced by a $164.74 M net outflow during the quarter.

Recent activity highlights Richard Pzena who increased their stake by 40.0%. Conversely, Manning & Napier Group reduced exposure by 85.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$77.9 M
Total Buy Value
New Buys 0
Additions 4
-$242.63 M
Total Sell Value
Reductions 8
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
10
Net Buyers
4

FAQs for GSK plc (GSK)

Major holders include Ken Fisher ($1.91 B), Jeremy Grantham ($194.41 M), HOTCHKIS & WILEY ($192.17 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 43.32 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $164.74 M, with 4 managers increasing positions and 10 managers reducing holdings.

During the most recent reporting period, 8 managers trimmed their positions, while 2 fully exited GSK. The total reported sell value was $242.63 M.

Yes, 0 managers opened new positions in GSK, and 4 increased their existing holdings. The total reported buy value was $77.9 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.65% Add 4.0% 34,522,363 $1.91 B Q1 2026
0.50% Add 1.0% 3,522,566 $194.41 M Q1 2026
0.59% Reduce -4.8% 3,482,054 $192.17 M Q1 2026
0.17% Reduce -50.7% 698,666 $38.56 M Q1 2026
0.03% Reduce -69.9% 311,292 $17.18 M Q1 2026
0.01% Add 19.7% 283,123 $15.63 M Q1 2026
0.18% Reduce -85.7% 235,477 $13 M Q1 2026
3.73% Reduce -14.8% 97,432 $5.38 M Q1 2026
0.36% Reduce -0.6% 81,785 $4.51 M Q1 2026
0.22% 27,532 $1.52 M Q1 2026
0.01% Reduce -1.9% 24,419 $1.35 M Q1 2026
0.00% Add 40.0% 18,823 $1.04 M Q1 2026
0.01% Reduce -67.2% 11,110 $613,177 Q1 2026
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Value
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SEC Form