Skip to main content

Herbalife Ltd.

HLF
Exchange
NYSE
Industry
Wholesale-Drugs, Proprietaries & Druggists' Sundries
SEC CIK
0001180262

No open-market purchases or sales by Herbalife Ltd. insiders were filed in the last 90 days; 235 institutions reported holding it in 13F filings for Q2 2026, worth $1.37B in total; Baupost Group is the only superinvestor holding it.

13F holders, Q4 2021

Institutional positions in Herbalife Ltd. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
245
+17 vs. Q3 2021
Shares held
101.6M
−513.5K (−0.5%) vs. Q3 2021
Total value
$4.16B
−$178.8M (−4.1%) vs. Q3 2021
New holders
52
77 more added
Sold out
35
89 more reduced

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting HLF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 245 institutions
Q1 2021: 244 institutionsQ2 2021: 248 institutionsQ3 2021: 232 institutionsQ4 2021: 245 institutionsQ1 2022: 229 institutionsQ2 2022: 204 institutionsQ3 2022: 201 institutionsQ4 2022: 217 institutionsQ1 2023: 211 institutionsQ2 2023: 192 institutionsQ3 2023: 198 institutionsQ4 2023: 197 institutionsQ1 2024: 185 institutionsQ2 2024: 180 institutionsQ3 2024: 187 institutionsQ4 2024: 199 institutionsQ1 2025: 214 institutionsQ2 2025: 211 institutionsQ3 2025: 218 institutionsQ4 2025: 231 institutionsQ1 2026: 253 institutionsQ2 2026: 235 institutions
Value heldQ4 2021: $4.16B
Q1 2021: $4.61BQ2 2021: $5.55BQ3 2021: $4.34BQ4 2021: $4.16BQ1 2022: $3.10BQ2 2022: $2.05BQ3 2022: $1.94BQ4 2022: $1.57BQ1 2023: $1.72BQ2 2023: $1.44BQ3 2023: $1.47BQ4 2023: $1.60BQ1 2024: $1.08BQ2 2024: $1.15BQ3 2024: $784.0MQ4 2024: $676.7MQ1 2025: $915.5MQ2 2025: $903.7MQ3 2025: $870.8MQ4 2025: $1.33BQ1 2026: $1.54BQ2 2026: $1.37B
Institutions holding HLF and their total value by quarter
QuarterHoldersValue
Q2 2026235$1.37B
Q1 2026253$1.54B
Q4 2025231$1.33B
Q3 2025218$870.8M
Q2 2025211$903.7M
Q1 2025214$915.5M
Q4 2024199$676.7M
Q3 2024187$784.0M
Q2 2024180$1.15B
Q1 2024185$1.08B
Q4 2023197$1.60B
Q3 2023198$1.47B
Q2 2023192$1.44B
Q1 2023211$1.72B
Q4 2022217$1.57B
Q3 2022201$1.94B
Q2 2022204$2.05B
Q1 2022229$3.10B
Q4 2021245$4.16B
Q3 2021232$4.34B
Q2 2021248$5.55B
Q1 2021244$4.61B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Herbalife Ltd.; share changes are against Q3 2021.

Institutions holding HLF in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Swiss National Bank216,172$8.85M0.01%−5,200−2.3%Reduced
Macquarie Group Ltd232,032$9.50M0.01%00.0%Unchanged
Sio Capital Management, LLC241,437$9.88M3.01%+25,425+11.8%Added
California Public Employees Retirement System242,004$9.90M0.01%−7,691−3.1%Reduced
Russell Investments Group, Ltd.242,255$9.91M0.02%+69,378+40.1%Added
Man Group plc247,646$10.1M0.03%−152,285−38.1%Reduced
Pekin Hardy Strauss, Inc.258,466$10.6M1.44%+53,415+26.0%Added
Nuveen Asset Management, LLC269,813$11.0M0.00%+35,206+15.0%Added
JPMorgan Chase & Co276,093$11.3M0.00%+15,234+5.8%Added
Victory Capital Management Inc320,917$13.1M0.01%−211,462−39.7%Reduced
Bank of Montreal334,034$13.8M0.01%+1,468+0.4%Added
SEI Investments Co364,960$14.9M0.03%+107,102+41.5%Added
Acadian Asset Management LLC366,400$15.0M0.06%+4,654+1.3%Added
Bank of New York Mellon Corp367,006$15.0M0.00%+1,873+0.5%Added
Invesco Ltd.416,007$17.0M0.00%+16,174+4.0%Added
Northern Trust Corp514,119$21.0M0.00%−29,529−5.4%Reduced
Iridian Asset Management LLC626,958$25.7M1.62%+389,240+163.7%Added
Norges Bank846,353$34.6M0.01%−120,982−12.5%Reduced
BlueDrive Global Investors LLP850,028$34.8M13.74%−103,000−10.8%Reduced
Charles Schwab Investment Management Inc950,629$38.9M0.01%−3,804−0.4%Reduced
Jacobs Levy Equity Management, Inc951,662$39.0M0.26%+388,715+69.1%Added
Dimensional Fund Advisors LP994,465$40.7M0.01%−197,065−16.5%Reduced
Aristotle Capital Boston, LLC1,016,765$41.6M0.98%−25,559−2.5%Reduced
Fiduciary Management Inc1,138,154$46.6M0.34%−60,340−5.0%Reduced
Deutsche Bank AG1,236,855$50.6M0.02%+230,591+22.9%Added
Geode Capital Management, LLC1,258,203$51.5M0.01%+17,494+1.4%Added
D. E. Shaw & Co., Inc.1,272,560$52.1M0.06%+1,272,560New
Miller Value Partners, LLC2,073,976$84.9M3.00%+400,555+23.9%Added
Egerton Capital (UK) LLP2,178,812$89.2M0.42%−45,272−2.0%Reduced
State Street Corp2,202,790$90.2M0.00%+17,215+0.8%Added
Altshuler Shaham Ltd2,288,768$93.7M1.98%+185,031+8.8%Added
683 Capital Management, LLC2,531,097$103.6M4.93%+567,000+28.9%Added
Windacre Partnership LLC2,665,200$109.1M2.43%+2,665,200New
Bronte Capital Management Pty Ltd.2,755,572$112.8M14.64%+410,086+17.5%Added
Morgan Stanley2,865,843$117.3M0.01%+1,248,525+77.2%Added
CAS Investment Partners, LLC3,062,762$125.4M6.54%+66,300+2.2%Added
Deccan Value Investors L.P.3,609,850$147.8M5.80%−135,443−3.6%Reduced
BlackRock Inc.4,223,794$172.9M0.00%+38,740+0.9%Added
Alua Capital Management LP5,353,223$219.1M11.98%+138,529+2.7%Added
FMR LLC5,739,857$234.9M0.02%−350,743−5.8%Reduced
Capital Research Global Investors8,132,290$332.9M0.07%−4,664,839−36.5%Reduced
Renaissance Technologies LLC8,394,564$343.6M0.43%−354,000−4.0%Reduced
Route One Investment Company, L.P.9,112,732$373.0M10.08%+321,500+3.7%Added
Vanguard Group Inc11,063,464$452.8M0.01%−305,220−2.7%Reduced
IFP Advisors, Inc3––00.0%Unchanged
Solel Partners LP0$00.00%−1,000,905−100.0%Sold out
General Equity Holdings LP0$00.00%−455,604−100.0%Sold out
Cooper Creek Partners Management LLC0$00.00%−265,279−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−181,532−100.0%Sold out
Marshall Wace, LLP0$00.00%−163,488−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−155,835−100.0%Sold out
Ameriprise Financial Inc0$00.00%−86,204−100.0%Sold out
Stormborn Capital Management, LLC0$00.00%−72,500−100.0%Sold out
LPL Financial LLC0$00.00%−33,343−100.0%Sold out
Winton Group Ltd0$00.00%−32,468−100.0%Sold out
University of Notre Dame du Lac0$00.00%−23,695−100.0%Sold out
AXA S.A.0$00.00%−21,100−100.0%Sold out
Banco Santander, S.A.0$00.00%−19,137−100.0%Sold out
Capula Management Ltd0$00.00%−13,335−100.0%Sold out
Federated Hermes, Inc.0$00.00%−13,031−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−11,533−100.0%Sold out
Panagora Asset Management Inc0$00.00%−11,453−100.0%Sold out
Sciencast Management LP0$00.00%−11,200−100.0%Sold out
Paloma Partners Management Co0$00.00%−9,938−100.0%Sold out
Truist Financial Corp0$00.00%−8,062−100.0%Sold out
Trexquant Investment LP0$00.00%−7,213−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−5,741−100.0%Sold out
Walleye Trading LLC0$00.00%−5,082−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−4,964−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−4,840−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−2,077−100.0%Sold out
Arlington Partners LLC0$00.00%−978−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−440−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−205−100.0%Sold out
Harbour Investments, Inc.0$00.00%−65−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−75−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−63−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−69−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−20−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−2−100.0%Sold out
NorthCoast Asset Management LLC––––Not filed
BBVA USA––––Not filed
Berman Capital Advisors, LLC––––Not filed
Wealth Quarterback LLC––––Not filed