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 2023

Institutional positions in Herbalife Ltd. as of Dec 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
197
+3 vs. Q3 2023
Shares held
104.7M
−361.7K (−0.3%) vs. Q3 2023
Total value
$1.60B
+$127.7M (+8.7%) vs. Q3 2023
New holders
27
74 more added
Sold out
24
74 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 197 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 2023: $1.60B
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 2023

Shares, value and share of portfolio for each institution holding Herbalife Ltd.; share changes are against Q3 2023.

Institutions holding HLF in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Acadian Asset Management LLC52$00.00%−27,549−99.8%Reduced
Covestor Ltd7$00.00%00.0%Unchanged
Huntington National Bank1$150.00%00.0%Unchanged
Advisory Services Network, LLC4$610.00%+4New
Federation des caisses Desjardins du Quebec12$1830.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.15$2290.00%+15New
Glassman Wealth Services17$2590.00%−37−68.5%Reduced
Rothschild Investment LLC18$2750.00%+18New
Allworth Financial LP18$2750.00%+18New
SJS Investment Consulting Inc.19$2900.00%+1+5.6%Added
AdvisorNet Financial, Inc25$3820.00%+2+8.7%Added
Private Wealth Management Group, LLC29$4430.00%+29New
Quadrant Capital Group LLC37$5650.00%−32−46.4%Reduced
Elequin Capital LP39$5950.00%−15−27.8%Reduced
GWM Advisors LLC64$9770.00%+64New
Ronald Blue Trust, Inc.38$1.00K0.00%−142−78.9%Reduced
CWM, LLC33$1.00K0.00%−74−69.2%Reduced
Bell Investment Advisors, Inc68$1.04K0.00%00.0%Unchanged
Parallel Advisors, LLC74$1.13K0.00%−77−51.0%Reduced
JFS Wealth Advisors, LLC74$1.13K0.00%+60+428.6%Added
US Bancorp88$1.34K0.00%−226−72.0%Reduced
Denali Advisors LLC106$1.62K0.00%00.0%Unchanged
Lindbrook Capital, LLC162$2.47K0.00%+22+15.7%Added
Signaturefd, LLC194$2.96K0.00%−450−69.9%Reduced
Northwestern Mutual Wealth Management Co199$3.04K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.280$4.27K0.00%+64+29.6%Added
Eagle Bay Advisors LLC397$6.06K0.00%−988−71.3%Reduced
Salem Investment Counselors Inc400$6.10K0.00%00.0%Unchanged
Farther Finance Advisors, LLC513$7.83K0.00%+433+541.3%Added
Quent Capital, LLC696$10.6K0.00%+229+49.0%Added
Barrow Hanley Mewhinney & Strauss LLC710$10.8K0.00%−107−13.1%Reduced
Hexagon Capital Partners LLC813$12.4K0.00%+813New
Nisa Investment Advisors, LLC846$12.9K0.00%−1,819−68.3%Reduced
WealthCollab, LLC867$13.2K0.01%+867New
Whittier Trust Co1,000$15.3K0.00%+700+233.3%Added
Plato Investment Management Ltd1,530$23.3K0.03%+1,530New
Nomura Asset Management Co Ltd1,900$29.0K0.00%00.0%Unchanged
Quarry LP2,278$34.8K0.02%−491−17.7%Reduced
Russell Investments Group, Ltd.2,591$39.5K0.00%−4,943−65.6%Reduced
State of Wyoming2,689$41.0K0.01%+2,689New
The PNC Financial Services Group, Inc.2,839$43.3K0.00%−1,334−32.0%Reduced
Amundi4,847$63.8K0.00%+1,811+59.7%Added
Public Employees Retirement System of Ohio4,523$69.0K0.00%+393+9.5%Added
Lazard Asset Management LLC5,010$76.0K0.00%+274+5.8%Added
Metropolitan Life Insurance Co5,694$86.9K0.00%00.0%Unchanged
Platinum Investment Management Ltd6,771$103.3K0.00%00.0%Unchanged
Van Eck Associates Corp7,456$114.0K0.00%−266−3.4%Reduced
Robeco Institutional Asset Management B.V.7,597$115.9K0.00%−15,558−67.2%Reduced
Cutler Group LP8,272$126.0K0.02%+4,556+122.6%Added
Ameritas Investment Partners, Inc.9,825$149.9K0.01%00.0%Unchanged
DGS Capital Management, LLC10,795$164.7K0.06%+10,795New
Cinctive Capital Management LP11,723$178.9K0.01%−49,353−80.8%Reduced
SG Americas Securities, LLC12,074$184.0K0.00%+12,074New
Qube Research & Technologies Ltd12,544$191.4K0.00%+12,544New
Amalgamated Bank12,583$192.0K0.00%−998−7.3%Reduced
Marex Group plc13,105$200.0K0.01%+1,501+12.9%Added
Public Employees Retirement Association of Colorado13,793$210.0K0.00%00.0%Unchanged
Hollencrest Capital Management14,100$215.2K0.02%00.0%Unchanged
Mackenzie Financial Corp15,116$230.7K0.00%00.0%Unchanged
Prentice Capital Management, LP15,799$241.1K0.56%−137,256−89.7%Reduced
Handelsbanken Fonder AB16,118$246.0K0.00%00.0%Unchanged
ProShare Advisors LLC16,367$249.8K0.00%+3,520+27.4%Added
Teacher Retirement System of Texas16,912$258.0K0.00%+16,912New
Shell Asset Management Co16,942$259.0K0.01%−5,077−23.1%Reduced
Engineers Gate Manager LP18,084$276.0K0.01%−46,032−71.8%Reduced
Cornercap Investment Counsel Inc19,416$296.3K0.05%00.0%Unchanged
Caption Management, LLC20,000$305.2K0.03%−119,765−85.7%Reduced
Two Sigma Securities, LLC20,218$308.5K0.01%+20,218New
Avaii Wealth Management, LLC20,440$311.9K0.20%−1,352−6.2%Reduced
Prelude Capital Management, LLC20,617$314.6K0.03%+20,617New
New York Life Investment Management LLC21,450$327.3K0.00%−665−3.0%Reduced
Tower Research Capital LLC (TRC)21,744$331.8K0.00%+17,848+458.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)22,584$344.6K0.00%+5,922+35.5%Added
XTX Topco Ltd24,291$370.7K0.08%+3,631+17.6%Added
Victory Capital Management Inc24,347$371.5K0.00%−1,314−5.1%Reduced
CWM Advisors, LLC25,101$383.0K0.04%+3,197+14.6%Added
Exchange Traded Concepts, LLC26,496$404.3K0.01%+929+3.6%Added
Y-Intercept (Hong Kong) Ltd27,139$414.1K0.04%+27,139New
Arizona State Retirement System27,674$422.3K0.00%−491−1.7%Reduced
Citigroup Inc27,853$425.0K0.00%+10,373+59.3%Added
Walleye Capital LLC27,862$425.2K0.01%+7,143+34.5%Added
State Board of Administration of Florida Retirement System28,222$430.7K0.00%00.0%Unchanged
Jacobs Levy Equity Management, Inc29,429$449.1K0.00%−319−1.1%Reduced
Graham Capital Management, L.P.31,032$473.5K0.02%+20,544+195.9%Added
Royal Bank of Canada33,197$507.0K0.00%+17,756+115.0%Added
Verition Fund Management LLC33,349$508.9K0.01%+9,447+39.5%Added
Arena Capital Advisors, LLC- CA34,210$522.0K0.54%+12,210+55.5%Added
Macquarie Group Ltd35,500$542.0K0.00%00.0%Unchanged
AQR Capital Management LLC38,655$589.9K0.00%+3,783+10.8%Added
Voya Investment Management LLC39,477$602.4K0.00%−111−0.3%Reduced
New York State Common Retirement Fund40,262$614.4K0.00%−579−1.4%Reduced
Massachusetts Financial Services Co40,367$616.0K0.00%−1,274−3.1%Reduced
PAX Financial Group, LLC51,162$632.4K0.13%+51,162New
State of Wisconsin Investment Board44,890$685.0K0.00%+26,686+146.6%Added
Duality Advisers, LP45,698$697.4K0.07%+22,807+99.6%Added
PEAK6 Investments LLC46,452$708.9K0.03%+36,018+345.2%Added
Janus Henderson Group PLC47,999$732.7K0.00%−79−0.2%Reduced
American International Group, Inc.49,152$750.1K0.00%−198−0.4%Reduced
Prudential Financial Inc49,261$751.7K0.00%−45,390−48.0%Reduced
Manufacturers Life Insurance Company, The49,710$758.6K0.00%−1,500−2.9%Reduced