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, Q1 2023
Institutional positions in Herbalife Ltd. as of Mar 31, 2023. 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
- 211
- −5 vs. Q4 2022
- Shares held
- 106.7M
- +1.54M (+1.5%) vs. Q4 2022
- Total value
- $1.72B
- +$151.9M (+9.7%) vs. Q4 2022
- New holders
- 28
- 75 more added
- Sold out
- 33
- 69 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 235 | $1.37B |
| Q1 2026 | 253 | $1.54B |
| Q4 2025 | 231 | $1.33B |
| Q3 2025 | 218 | $870.8M |
| Q2 2025 | 211 | $903.7M |
| Q1 2025 | 214 | $915.5M |
| Q4 2024 | 199 | $676.7M |
| Q3 2024 | 187 | $784.0M |
| Q2 2024 | 180 | $1.15B |
| Q1 2024 | 185 | $1.08B |
| Q4 2023 | 197 | $1.60B |
| Q3 2023 | 198 | $1.47B |
| Q2 2023 | 192 | $1.44B |
| Q1 2023 | 211 | $1.72B |
| Q4 2022 | 217 | $1.57B |
| Q3 2022 | 201 | $1.94B |
| Q2 2022 | 204 | $2.05B |
| Q1 2022 | 229 | $3.10B |
| Q4 2021 | 245 | $4.16B |
| Q3 2021 | 232 | $4.34B |
| Q2 2021 | 248 | $5.55B |
| Q1 2021 | 244 | $4.61B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Herbalife Ltd.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | −3,041−99.7% | Reduced |
| Steward Financial Group LLC | 47 | $0 | 0.00% | +24+104.3% | Added |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4 | $64 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 12 | $193 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $274 | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 19 | $306 | 0.00% | +7+58.3% | Added |
| AdvisorNet Financial, Inc | 24 | $386 | 0.00% | +15+166.7% | Added |
| Schubert & Co | 25 | $403 | 0.00% | +16+177.8% | Added |
| Cornerstone Management, Inc. | 30 | $483 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 32 | $516 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 37 | $596 | 0.00% | −57−60.6% | Reduced |
| Creative Planning | 39 | $628 | 0.00% | +39 | New |
| GWM Advisors LLC | 41 | $660 | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 46 | $741 | 0.00% | +46 | New |
| Ridgewood Investments LLC | 58 | $936 | 0.00% | +58 | New |
| Capital Advisors, Ltd. LLC | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $1.08K | 0.00% | +39+139.3% | Added |
| Denali Advisors LLC | 75 | $1.21K | 0.00% | −52−40.9% | Reduced |
| Earnest Partners LLC | 76 | $1.22K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 106 | $1.71K | 0.00% | +44+71.0% | Added |
| Bell Investment Advisors, Inc | 145 | $2.33K | 0.00% | +34+30.6% | Added |
| Ronald Blue Trust, Inc. | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 210 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 188 | $3.03K | 0.00% | +188 | New |
| Kenfarb & Co. | 200 | $3.22K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 200 | $3.22K | 0.00% | +200 | New |
| Whittier Trust Co | 300 | $4.83K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 370 | $5.96K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 350 | $6.00K | 0.00% | −1,810−83.8% | Reduced |
| Salem Investment Counselors Inc | 400 | $6.44K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 445 | $7.17K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 469 | $7.55K | 0.00% | +24+5.4% | Added |
| US Bancorp | 470 | $7.57K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 502 | $8.08K | 0.01% | +2+0.4% | Added |
| Cutler Group LP | 726 | $11.0K | 0.00% | −5,025−87.4% | Reduced |
| CWM, LLC | 769 | $12.0K | 0.00% | −223−22.5% | Reduced |
| Lazard Asset Management LLC | 776 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 796 | $12.8K | 0.00% | +5+0.6% | Added |
| Signaturefd, LLC | 914 | $14.7K | 0.00% | −42−4.4% | Reduced |
| Riverview Trust Co | 984 | $15.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,024 | $16.5K | 0.00% | −796−43.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,117 | $18.0K | 0.00% | +106+10.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,150 | $18.5K | 0.00% | +5+0.4% | Added |
| Quarry LP | 1,546 | $24.9K | 0.01% | +225+17.0% | Added |
| Nomura Asset Management Co Ltd | 1,900 | $30.6K | 0.00% | +1,140+150.0% | Added |
| Parkside Financial Bank & Trust | 2,034 | $32.7K | 0.01% | +415+25.6% | Added |
| Eagle Bay Advisors LLC | 2,634 | $42.4K | 0.02% | +564+27.2% | Added |
| Amundi | 3,036 | $48.0K | 0.00% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 4,917 | $79.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,093 | $82.0K | 0.00% | −885−14.8% | Reduced |
| The PNC Financial Services Group, Inc. | 5,270 | $84.8K | 0.00% | −105−2.0% | Reduced |
| State of Wyoming | 6,955 | $112.0K | 0.04% | −7,995−53.5% | Reduced |
| Ameritas Investment Partners, Inc. | 7,430 | $119.6K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 7,700 | $124.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,963 | $129.0K | 0.00% | −6,946−46.6% | Reduced |
| Van Eck Associates Corp | 8,593 | $138.0K | 0.00% | +1,357+18.8% | Added |
| Bank of Montreal | 7,510 | $142.3K | 0.00% | +4,271+131.9% | Added |
| Neuberger Berman Group LLC | 10,103 | $162.7K | 0.00% | +10,103 | New |
| Point72 Middle East FZE | 10,536 | $169.6K | 0.01% | +2,403+29.5% | Added |
| Linden Thomas Advisory Services, LLC | 11,310 | $182.1K | 0.05% | +757+7.2% | Added |
| Tower Research Capital LLC (TRC) | 11,409 | $184.0K | 0.01% | +9,503+498.6% | Added |
| ProShare Advisors LLC | 11,529 | $185.6K | 0.00% | −1,075−8.5% | Reduced |
| SG Americas Securities, LLC | 12,331 | $199.0K | 0.00% | +12,331 | New |
| Mackenzie Financial Corp | 12,442 | $200.3K | 0.00% | +12,442 | New |
| Amalgamated Bank | 12,661 | $204.0K | 0.00% | −2,157−14.6% | Reduced |
| Avaii Wealth Management, LLC | 12,693 | $204.4K | 0.18% | +1,602+14.4% | Added |
| Jupiter Asset Management Ltd | 12,892 | $207.4K | 0.00% | +12,892 | New |
| Fox Run Management, L.L.C. | 13,075 | $210.5K | 0.07% | +13,075 | New |
| Quantinno Capital Management LP | 13,688 | $220.0K | 0.01% | +13,688 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,694 | $220.5K | 0.00% | +240+1.8% | Added |
| Public Employees Retirement Association of Colorado | 13,793 | $222.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 14,100 | $227.0K | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 14,226 | $229.0K | 0.03% | −443−3.0% | Reduced |
| Teacher Retirement System of Texas | 14,467 | $233.0K | 0.00% | −19,240−57.1% | Reduced |
| Envestnet Asset Management Inc | 26,323 | $238.7K | 0.00% | +26,323 | New |
| BlueDrive Global Investors LLP | 15,167 | $244.2K | 0.34% | 00.0% | Unchanged |
| Gladius Capital Management LP | 15,195 | $244.6K | 0.08% | −588−3.7% | Reduced |
| Handelsbanken Fonder AB | 16,118 | $259.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 16,549 | $266.4K | 0.01% | −432−2.5% | Reduced |
| Los Angeles Capital Management LLC | 16,789 | $270.3K | 0.00% | +16,789 | New |
| CWM Advisors, LLC | 17,082 | $275.0K | 0.03% | +1,190+7.5% | Added |
| State of Wisconsin Investment Board | 17,996 | $289.7K | 0.00% | +5,893+48.7% | Added |
| D. E. Shaw & Co., Inc. | 18,300 | $294.6K | 0.00% | −247,062−93.1% | Reduced |
| Simplex Trading, LLC | 18,644 | $300.0K | 0.01% | +18,544+18,544.0% | Added |
| Public Employees Retirement System of Ohio | 18,935 | $305.0K | 0.00% | −51,727−73.2% | Reduced |
| HRT Financial LP | 19,340 | $311.0K | 0.00% | −152,589−88.8% | Reduced |
| AXA S.A. | 19,500 | $313.9K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 19,554 | $314.8K | 0.01% | +1,356+7.5% | Added |
| Cornercap Investment Counsel Inc | 19,697 | $317.1K | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 19,846 | $319.5K | 0.00% | +17,334+690.0% | Added |
| Exchange Traded Concepts, LLC | 21,338 | $343.5K | 0.01% | −7,560−26.2% | Reduced |
| Arena Capital Advisors, LLC- CA | 22,000 | $354.2K | 0.49% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 22,400 | $361.0K | 0.04% | −12,352−35.5% | Reduced |
| Man Group plc | – | $384.5K | 0.00% | – | – |
| Arizona State Retirement System | 25,527 | $411.0K | 0.00% | −1,865−6.8% | Reduced |
| Group One Trading, L.P. | 25,570 | $411.7K | 0.02% | +25,570 | New |
| Robeco Institutional Asset Management B.V. | 25,909 | $417.1K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 26,225 | $422.2K | 0.01% | +13,505+106.2% | Added |
| Federated Hermes, Inc. | 28,644 | $461.2K | 0.00% | +28,644 | New |