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, Q3 2023
Institutional positions in Herbalife Ltd. as of Sep 30, 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
- 198
- +6 vs. Q2 2023
- Shares held
- 105.1M
- −3.15M (−2.9%) vs. Q2 2023
- Total value
- $1.47B
- +$35.6M (+2.5%) vs. Q2 2023
- New holders
- 26
- 76 more added
- Sold out
- 20
- 68 more reduced
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Herbalife Ltd.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −397−98.3% | Reduced |
| Steward Financial Group LLC | 62 | $0 | 0.00% | +62 | New |
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 12 | $168 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $196 | 0.00% | −39−73.6% | Reduced |
| SJS Investment Consulting Inc. | 18 | $252 | 0.00% | +3+20.0% | Added |
| AdvisorNet Financial, Inc | 23 | $322 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 54 | $755 | 0.00% | −1,139−95.5% | Reduced |
| Glassman Wealth Services | 54 | $755 | 0.00% | −22−28.9% | Reduced |
| Bell Investment Advisors, Inc | 68 | $952 | 0.00% | +30+78.9% | Added |
| Quadrant Capital Group LLC | 69 | $966 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 107 | $1.00K | 0.00% | +30+39.0% | Added |
| Earnest Partners LLC | 76 | $1.06K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 80 | $1.12K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 106 | $1.48K | 0.00% | +31+41.3% | Added |
| Lindbrook Capital, LLC | 140 | $1.96K | 0.00% | +27+23.9% | Added |
| Ronald Blue Trust, Inc. | 180 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 151 | $2.11K | 0.00% | +76+101.3% | Added |
| Northwestern Mutual Wealth Management Co | 199 | $2.78K | 0.00% | −42−17.4% | Reduced |
| Kenfarb & Co. | 200 | $2.80K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 216 | $3.02K | 0.00% | −437−66.9% | Reduced |
| Whittier Trust Co | 300 | $4.20K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 314 | $4.39K | 0.00% | −82−20.7% | Reduced |
| Column Capital Advisors, LLC | 370 | $5.18K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 400 | $5.60K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 400 | $5.60K | 0.00% | +400 | New |
| Quent Capital, LLC | 467 | $6.53K | 0.00% | −31−6.2% | Reduced |
| Signaturefd, LLC | 644 | $9.01K | 0.00% | +238+58.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 817 | $11.4K | 0.00% | +198+32.0% | Added |
| Gables Capital Management Inc. | 1,000 | $14.0K | 0.01% | +1,000 | New |
| Eagle Bay Advisors LLC | 1,385 | $19.4K | 0.01% | +404+41.2% | Added |
| Nomura Asset Management Co Ltd | 1,900 | $26.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,665 | $37.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,769 | $38.7K | 0.03% | +2,769 | New |
| Amundi | 3,036 | $41.5K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,096 | $43.3K | 0.00% | −105,266−97.1% | Reduced |
| Cutler Group LP | 3,716 | $51.0K | 0.01% | +3,716 | New |
| Tower Research Capital LLC (TRC) | 3,896 | $54.5K | 0.00% | −2,201−36.1% | Reduced |
| Public Employees Retirement System of Ohio | 4,130 | $58.0K | 0.00% | −4,705−53.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,173 | $58.4K | 0.00% | −67−1.6% | Reduced |
| Lazard Asset Management LLC | 4,736 | $66.0K | 0.00% | +4,736 | New |
| Metropolitan Life Insurance Co | 5,694 | $79.7K | 0.00% | +294+5.4% | Added |
| Platinum Investment Management Ltd | 6,771 | $94.7K | 0.00% | +51+0.8% | Added |
| Vestcor Inc | 7,377 | $103.0K | 0.00% | +7,377 | New |
| Russell Investments Group, Ltd. | 7,534 | $105.2K | 0.00% | −45,004−85.7% | Reduced |
| Van Eck Associates Corp | 7,722 | $108.0K | 0.00% | +72+0.9% | Added |
| Counterpoint Mutual Funds LLC | 9,676 | $135.4K | 0.11% | −30.0% | Reduced |
| Ameritas Investment Partners, Inc. | 9,825 | $137.5K | 0.01% | +1,659+20.3% | Added |
| Fox Run Management, L.L.C. | 10,073 | $140.9K | 0.04% | −40,096−79.9% | Reduced |
| FirstPurpose Wealth LLC | 10,406 | $145.6K | 0.06% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 10,434 | $146.0K | 0.01% | +10,434 | New |
| Graham Capital Management, L.P. | 10,488 | $146.7K | 0.00% | −170,987−94.2% | Reduced |
| Marex Group plc | 11,604 | $162.3K | 0.02% | −2,314−16.6% | Reduced |
| ProShare Advisors LLC | 12,847 | $179.7K | 0.00% | −14−0.1% | Reduced |
| Amalgamated Bank | 13,581 | $190.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,793 | $193.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 14,100 | $197.3K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 15,116 | $198.9K | 0.00% | −2,853−15.9% | Reduced |
| D. E. Shaw & Co., Inc. | 14,663 | $205.1K | 0.00% | −76,317−83.9% | Reduced |
| BlueDrive Global Investors LLP | 15,167 | $212.2K | 0.32% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,441 | $216.0K | 0.00% | −10,868−41.3% | Reduced |
| Man Group plc | – | $219.2K | 0.00% | – | New |
| Handelsbanken Fonder AB | 16,118 | $225.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,662 | $233.1K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 16,800 | $235.0K | 0.00% | −2,700−13.8% | Reduced |
| Citigroup Inc | 17,480 | $244.5K | 0.00% | −35,899−67.3% | Reduced |
| Corton Capital Inc. | 17,849 | $249.7K | 0.13% | +1,654+10.2% | Added |
| State of Wisconsin Investment Board | 18,204 | $254.7K | 0.00% | +18,204 | New |
| Cornercap Investment Counsel Inc | 19,416 | $271.6K | 0.05% | −281−1.4% | Reduced |
| Los Angeles Capital Management LLC | 19,754 | $276.4K | 0.00% | +75+0.4% | Added |
| XTX Topco Ltd | 20,660 | $289.0K | 0.05% | +20,660 | New |
| Walleye Capital LLC | 20,719 | $289.9K | 0.00% | +11,637+128.1% | Added |
| Avaii Wealth Management, LLC | 21,792 | $304.9K | 0.23% | +2,775+14.6% | Added |
| CWM Advisors, LLC | 21,904 | $306.4K | 0.04% | −1,673−7.1% | Reduced |
| Arena Capital Advisors, LLC- CA | 22,000 | $307.8K | 0.36% | 00.0% | Unchanged |
| Shell Asset Management Co | 22,019 | $308.0K | 0.01% | −344−1.5% | Reduced |
| New York Life Investment Management LLC | 22,115 | $309.4K | 0.00% | −3,483−13.6% | Reduced |
| Wells Fargo & Company | 22,431 | $313.8K | 0.00% | −18,520−45.2% | Reduced |
| Duality Advisers, LP | 22,891 | $320.2K | 0.04% | −450−1.9% | Reduced |
| IMC-Chicago, LLC | 22,937 | $320.9K | 0.02% | +22,937 | New |
| Robeco Institutional Asset Management B.V. | 23,155 | $323.9K | 0.00% | −157−0.7% | Reduced |
| Bank of Montreal | 22,750 | $332.6K | 0.00% | +19,299+559.2% | Added |
| Verition Fund Management LLC | 23,902 | $334.4K | 0.00% | +23,902 | New |
| Exchange Traded Concepts, LLC | 25,567 | $357.7K | 0.01% | −4,542−15.1% | Reduced |
| Victory Capital Management Inc | 25,661 | $359.0K | 0.00% | −39,623−60.7% | Reduced |
| Boulder Hill Capital Management LP | 26,600 | $372.1K | 0.23% | +26,600 | New |
| Campbell & CO Investment Adviser LLC | 27,251 | $381.2K | 0.05% | +27,251 | New |
| Acadian Asset Management LLC | 27,601 | $386.0K | 0.00% | −7,340−21.0% | Reduced |
| Arizona State Retirement System | 28,165 | $394.0K | 0.00% | +433+1.6% | Added |
| State Board of Administration of Florida Retirement System | 28,222 | $394.8K | 0.00% | +150+0.5% | Added |
| Gsa Capital Partners LLP | 28,430 | $398.0K | 0.03% | +28,430 | New |
| Jacobs Levy Equity Management, Inc | 29,748 | $416.2K | 0.00% | −662,152−95.7% | Reduced |
| Jupiter Asset Management Ltd | 32,340 | $452.4K | 0.01% | +32,340 | New |
| AQR Capital Management LLC | 34,872 | $487.9K | 0.00% | +2,509+7.8% | Added |
| Macquarie Group Ltd | 35,500 | $497.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 39,478 | $552.3K | 0.00% | −22,999−36.8% | Reduced |
| Voya Investment Management LLC | 39,588 | $553.8K | 0.00% | +233+0.6% | Added |
| Point72 Middle East FZE | 40,400 | $565.2K | 0.03% | +40,400 | New |
| New York State Common Retirement Fund | 40,841 | $571.4K | 0.00% | +261+0.6% | Added |
| Massachusetts Financial Services Co | 41,641 | $582.6K | 0.00% | −20,779−33.3% | Reduced |