HerbalifeHLF

13F holders, Q1 2024 (March 31)
184holders
9famous investors
$10.13avg. 13F price*

At the end of Q1 2024, 184 institutions reported holding Herbalife Ltd. (HLF) in their 13F filings. The largest holders were Vanguard Group Inc. ($102.5M), Windacre Partnership LLC ($92.5M) and Route One Investment Company, L.P. ($86.7M). 9 famous investors held it, including Seth Klarman (0.6% of Baupost Group's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Herbalife Ltd.
CUSIP
G4412G101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 184Q1 2024Q2 2024: 180Q2 2024Q3 2024: 187Q3 2024Q4 2024: 199Q4 2024Q1 2025: 214Q1 2025Q2 2025: 210Q2 2025Q3 2025: 218Q3 2025Q4 2025: 231Q4 2025Q1 2026: 253Q1 2026Q2 2026: 235Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions27$15.1M
Exits41$63.5M

Ownership 184 holders

Vanguard Group Inc. 0.00% Reduce -0.6% 10,200,815 $102.5M
Windacre Partnership LLC 1.27% Add +3.4% 9,203,500 $92.5M
Route One Investment Company, L.P. 3.43% Reduce -16.3% 8,631,411 $86.7M
BlackRock Inc. 0.00% Reduce -1.0% 7,207,677 $72.4M
Morgan Stanley 0.01% Add +8.5% 7,171,527 $72.1M
Renaissance Technologies 0.09% Add +0.6% 5,960,601 $59.9M
State Street Corp. 0.00% Add +28.6% 5,936,195 $59.7M
UBS Group AG 0.02% Add +43.5% 5,277,947 $53.0M
Bank of Montreal 0.01% Add +292.6% 3,275,765 $41.5M
Camber Capital Management LP 1.06% Add +50.0% 3,000,000 $30.1M
Long Focus Capital Management, LLC 3.34% Add +190.3% 2,879,013 $28.9M
Bronte Capital Management Pty Ltd. 2.35% Reduce -9.6% 2,805,253 $28.2M
Geode Capital Management, LLC 0.00% Add +3.8% 2,341,108 $23.5M
Baupost Group 0.64% Add +33.6% 2,244,923 $22.6M
Charles Schwab Investment Management Inc. 0.01% Add +17.0% 2,208,722 $22.2M
Hotchkis & Wiley Capital Management LLC 0.07% Add +31.7% 2,139,110 $21.5M
Deutsche Bank AG 0.01% Add +0.2% 1,835,897 $18.5M
First Pacific Advisors, LP 0.26% Reduce -0.1% 1,832,935 $18.4M
Millennium Management 0.01% Reduce -6.3% 1,498,989 $15.1M
Iridian Asset Management LLC 2.57% Reduce -11.2% 1,303,838 $13.1M
Solel Partners LP 2.09% No change 1,169,405 $11.8M
Jacobs Levy Equity Management, Inc. 0.05% Add +3832.6% 1,157,309 $11.6M
Aristotle Capital Boston, LLC 0.35% Reduce -2.3% 1,146,085 $11.5M
Dimensional Fund Advisors LP 0.00% Reduce -26.8% 1,115,892 $11.2M
LSV Asset Management 0.02% Reduce -2.8% 1,058,983 $10.6M
Northern Trust Corp. 0.00% Reduce -3.9% 900,617 $9.1M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -49.6% 787,100 $7.9M
Goldman Sachs Group Inc. 0.00% Reduce -44.6% 713,998 $7.2M
Bank of America Corp. 0.00% Add +170.5% 560,187 $5.6M
SteelPeak Wealth, LLC 0.26% No change 500,000 $5.0M
Thompson Siegel & Walmsley LLC 0.07% New 468,225 $4.7M
Perpetual Ltd 0.04% New 423,760 $4.0M
Armistice Capital, LLC 0.10% No change 380,000 $3.8M
Bank of New York Mellon Corp 0.00% Reduce -11.9% 379,690 $3.8M
Tudor Investment Corporation 0.04% Add +38.3% 342,117 $3.4M
Bridgeway Capital Management, LLC 0.07% No change 338,800 $3.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +2.0% 311,270 $3.1M
Fund 1 Investments, LLC 0.50% Reduce -71.6% 305,000 $3.1M
Invesco Ltd. 0.00% Add +92.5% 298,351 $3.0M
Pekin Hardy Strauss, Inc. 0.41% Add +9.5% 296,463 $3.0M
Sei Investments Co. 0.00% Add +2.8% 278,932 $2.8M
Nuveen Asset Management, LLC 0.00% Reduce -0.8% 277,742 $2.8M
Nomura Holdings Inc. 0.02% Add +220.1% 268,714 $2.7M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -1.4% 275,150 $2.5M
Swiss National Bank 0.00% No change 195,072 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -81.2% 194,334 $2.0M
Citadel Advisors 0.00% Reduce -69.3% 177,412 $1.8M
Shay Capital LLC 0.51% Reduce -55.0% 174,074 $1.7M
Ameriprise Financial Inc. 0.00% Add +76.0% 168,115 $1.7M
Bridgewater Associates 0.01% Reduce -13.8% 155,057 $1.6M
CIBC Private Wealth Group LLC 0.00% Add +12.6% 167,417 $1.5M
Citigroup Inc. 0.00% Add +428.7% 147,248 $1.5M
Rhumbline Advisers 0.00% Add +2.7% 147,104 $1.5M
Dark Forest Capital Management LP 0.24% Add +30.8% 141,640 $1.4M
Capstone Investment Advisors, LLC 0.05% New 139,024 $1.4M
Russell Investments Group, Ltd. 0.00% Add +5249.3% 138,599 $1.4M
D. E. Shaw & Co. 0.00% Add +148.0% 133,252 $1.3M
First Trust Advisors LP 0.00% Add +6.5% 129,076 $1.3M
Readystate Asset Management LP 0.06% Reduce -10.4% 118,749 $1.2M
Verition Fund Management LLC 0.01% Add +237.7% 112,615 $1.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.1% 106,872 $1.1M
Portman Square Capital LLP 1.07% New 103,486 $1.0M
BNP Paribas Financial Markets 0.00% Add +24.5% 100,790 $1.0M
Legal & General Group Plc 0.00% Reduce -2.4% 100,017 $1.0M
Credit Suisse AG/ 0.00% No change 99,977 $1.0M
Alliancebernstein L.P. 0.00% No change 99,212 $997K
California State Teachers Retirement System 0.00% Reduce -5.1% 99,085 $996K
Marshall Wace, LLP 0.00% Reduce -57.7% 91,809 $923K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +13.1% 57,182 $921K
Huber Capital Management LLC 0.21% Reduce -75.3% 91,200 $917K
Prentice Capital Management, LP 2.14% Add +468.9% 89,882 $903K
Barclays PLC 0.00% Reduce -45.0% 89,158 $896K
Susquehanna International Group, LLP 0.00% Reduce -82.6% 83,225 $836K
Wells Fargo & Company 0.00% Add +28.8% 82,574 $830K
T. Rowe Price Associates Inc. 0.00% Add +4.6% 82,287 $827K
Graham Capital Management, L.P. 0.04% Add +154.0% 78,808 $792K
Jane Street Group, LLC 0.00% Reduce -64.4% 78,683 $791K
Canada Pension Plan Investment Board 0.00% No change 74,700 $751K
Y-Intercept (Hong Kong) Ltd 0.05% Add +157.3% 69,815 $702K
Cinctive Capital Management LP 0.03% Add +415.2% 60,396 $607K
Mfa Wealth Advisors, LLC 0.16% Add +12.7% 60,082 $604K
SummerHaven Investment Management, LLC 0.36% Add +1.3% 56,944 $572K
Kearns & Associates LLC 0.44% New 56,900 $572K
GTS Securities LLC 0.02% Reduce -59.8% 55,594 $559K
State Board of Administration of Florida Retirement System 0.00% Add +22.5% 34,572 $557K
FirstPurpose Wealth LLC 0.19% New 59,955 $516K
Walleye Capital LLC 0.01% Add +80.2% 50,197 $504K
Point72 Asset Management 0.00% Reduce -90.7% 49,700 $499K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.1% 49,651 $499K
American International Group, Inc. 0.00% Reduce -0.8% 48,734 $490K
Janus Henderson Group PLC 0.00% Add +0.0% 48,002 $482K
MetLife Investment Management, LLC 0.00% Reduce -8.8% 47,274 $475K
Allspring Global Investments Holdings, LLC 0.00% Reduce -42.6% 40,624 $408K
Massachusetts Financial Services Co. 0.00% Reduce -0.2% 40,279 $405K
New York State Common Retirement Fund 0.00% Reduce -0.1% 40,201 $404K
Virtu Financial LLC 0.03% New 39,115 $393K
Exchange Traded Concepts, LLC 0.01% Add +47.0% 38,946 $391K
Jump Financial, LLC 0.01% Reduce -54.5% 36,708 $369K
Inspire Investing, LLC 0.04% Add +42.8% 35,847 $360K
Macquarie Group Ltd. 0.00% No change 35,500 $357K
XTX Topco Ltd 0.05% Add +46.0% 35,476 $357K
Privium Fund Management (UK) Ltd 0.17% New 38,461 $350K
Arena Capital Advisors, LLC- CA 0.55% No change 34,210 $344K
Avaii Wealth Management, LLC 0.20% Add +62.6% 33,228 $334K
Voya Investment Management LLC 0.00% Reduce -17.0% 32,776 $329K
Corton Capital Inc. 0.11% New 28,975 $291K
FMR LLC 0.00% Reduce -93.4% 28,240 $284K
Arizona State Retirement System 0.00% Reduce -1.6% 27,238 $274K
Counterpoint Mutual Funds LLC 0.07% New 27,219 $274K
Schonfeld Strategic Advisors LLC 0.00% Reduce -60.4% 26,810 $269K
Maverick Capital 0.00% New 25,103 $252K
Centiva Capital, LP 0.02% Reduce -67.5% 24,801 $249K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 22,584 $227K
Victory Capital Management Inc. 0.00% Reduce -11.2% 21,625 $217K
Prudential Financial Inc. 0.00% Reduce -56.2% 21,561 $217K
IMC-Chicago, LLC 0.01% Reduce -69.0% 20,630 $207K
Cornercap Investment Counsel Inc. 0.03% No change 19,416 $195K
ProShare Advisors LLC 0.00% Add +8.6% 17,767 $179K
Hollencrest Capital Management 0.01% Add +21.3% 17,100 $172K
Handelsbanken Fonder AB 0.00% No change 16,118 $162K
Shell Asset Management Co. 0.01% Reduce -9.2% 15,381 $160K
Axq Capital, LP 0.03% New 14,200 $143K
Public Employees Retirement Association of Colorado 0.00% No change 13,793 $139K
Wolverine Trading, LLC 0.00% New 13,798 $139K
Principal Financial Group Inc. 0.00% Reduce -81.4% 12,788 $129K
Oracle Alpha Inc. 0.22% New 12,212 $123K
Lazard Asset Management LLC 0.00% Add +140.3% 12,040 $121K
Quantbot Technologies LP 0.01% New 11,567 $116K
Platinum Investment Management Ltd. 0.00% Add +68.0% 11,374 $114K
Franklin Resources Inc. 0.00% Reduce -80.0% 11,313 $114K
HSBC Holdings PLC 0.00% New 11,023 $111K
Vestcor Inc 0.00% New 10,658 $107K
Engineers Gate Manager LP 0.00% Reduce -41.6% 10,560 $106K
Inceptionr LLC 0.03% New 10,549 $106K
Foundry Partners, LLC 0.01% New 10,445 $105K
Algert Global LLC 0.00% New 10,140 $102K
Townsquare Capital LLC 0.00% New 10,046 $101K
Ameritas Investment Partners, Inc. 0.00% No change 9,825 $99K
Van Eck Associates Corp. 0.00% Add +5.6% 7,876 $79K
Public Employees Retirement System of Ohio 0.00% Add +22.9% 5,558 $56K
Metropolitan Life Insurance Co 0.00% Reduce -8.4% 5,215 $52K
Nomura Asset Management Co. Ltd. 0.00% Add +173.7% 5,200 $52K
Royal Bank of Canada 0.00% Reduce -85.4% 4,837 $49K
Harbor Capital Advisors, Inc. 0.01% New 4,288 $43K
Amundi 0.00% No change 4,847 $42K
Amalgamated Bank 0.00% Reduce -73.4% 3,352 $34K
Quarry LP 0.01% Add +28.4% 2,924 $29K
Aquatic Capital Management LLC 0.00% New 2,600 $26K
PNC Financial Services Group, Inc. 0.00% Reduce -15.0% 2,414 $24K
Householder Group Estate & Retirement Specialist, LLC 0.01% New 1,824 $18K
Quadrant Capital Group LLC 0.00% Add +4629.7% 1,750 $18K
US Bancorp \de 0.00% Add +1813.6% 1,684 $17K
Tower Research Capital LLC (TRC) 0.00% Reduce -92.9% 1,543 $16K
Plato Investment Management Ltd 0.00% No change 1,530 $15K
nVerses Capital, LLC 0.04% New 1,500 $15K
Nisa Investment Advisors, LLC 0.00% Add +9.9% 930 $9K
Elequin Capital, LP 0.00% Add +1851.3% 761 $8K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 710 $7K
GAMMA Investing LLC 0.00% New 625 $6K
Cutler Group LLC / CA 0.00% Reduce -93.6% 529 $5K
Allworth Financial LP 0.00% Add +2650.0% 495 $5K
Quent Capital, LLC 0.00% Reduce -35.6% 448 $5K
Salem Investment Counselors Inc. 0.00% No change 400 $4K
Gen-Wealth Partners Inc 0.00% — 266 $3K
WealthCollab, LLC 0.00% Reduce -70.6% 255 $3K
Denali Advisors LLC 0.00% Add +89.6% 201 $2K
Northwestern Mutual Wealth Management Co. 0.00% No change 199 $2K
Cwm, LLC 0.00% Add +548.5% 214 $2K
Hexagon Capital Partners LLC 0.00% Reduce -79.0% 171 $2K
Osaic Holdings, Inc. 0.00% Reduce -48.6% 144 $1K
Parallel Advisors, LLC 0.00% Add +79.7% 133 $1K
Farther Finance Advisors, LLC 0.00% Reduce -74.1% 133 $1K
Bell Investment Advisors, Inc 0.00% No change 68 $684
NewEdge Advisors, LLC 0.00% No change 64 $643
Rothschild Investment LLC 0.00% Add +83.3% 33 $332
Eagle Bay Advisors LLC 0.00% Reduce -94.5% 22 $221
Avior Wealth Management, LLC 0.00% New 20 $201
Federation des caisses Desjardins du Quebec 0.00% No change 12 $121
DiNuzzo Private Wealth, Inc. 0.00% Reduce -26.7% 11 $111
JFS Wealth Advisors, LLC 0.00% Reduce -86.5% 10 $101
SJS Investment Consulting Inc. 0.00% Reduce -84.2% 3 $31
Huntington National Bank 0.00% No change 1 $10
Acadian Asset Management LLC 0.00% No change 52 $0
Covestor Ltd 0.00% Add +71.4% 12 $0

"% of holder's portfolio" is HLF's weight in each manager's 13F, not the share of Herbalife Ltd. the manager owns.