HerbalifeHLF

13F holders, Q3 2024 (September 30)
187holders +7
31new positions
27sold out
7famous investors
$7.20avg. 13F price*

At the end of Q3 2024, 187 institutions reported holding Herbalife Ltd. (HLF) in their 13F filings, up 7 from Q2 2024. 31 opened new positions and 27 sold out. The largest holders were Vanguard Group Inc. ($75.4M), Route One Investment Company, L.P. ($62.1M) and Windacre Partnership LLC ($57.3M). 7 famous investors held it, including Seth Klarman (1.1% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions31$7.1M
Exits27$23.0M

All 13F filers, Q2 2024 → Q3 2024: 7,912,053 shares bought and 9,769,214 shares sold, net −1,857,161 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 187 holders

Vanguard Group Inc. 0.00% Add +0.7% 10,485,843 $75.4M
Route One Investment Company, L.P. 2.23% No change 8,631,411 $62.1M
Windacre Partnership LLC 0.76% Reduce -8.4% 7,969,053 $57.3M
BlackRock, Inc. 0.00% — 7,616,675 $54.8M
Renaissance Technologies 0.07% Reduce -3.0% 6,450,301 $46.4M
Baupost Group 1.05% No change 5,124,526 $36.8M
UBS Group AG 0.01% Reduce -5.1% 4,915,584 $35.3M
Morgan Stanley 0.00% Reduce -37.0% 3,820,057 $27.5M
Long Focus Capital Management, LLC 2.38% Add +16.7% 3,738,000 $26.9M
Bank of Montreal 0.01% Reduce -11.1% 3,358,893 $24.9M
LSV Asset Management 0.05% Add +104.0% 3,175,971 $22.8M
Camber Capital Management LP 0.85% No change 3,000,000 $21.6M
Bronte Capital Management Pty Ltd. 1.55% Reduce -1.6% 2,653,914 $19.1M
Geode Capital Management, LLC 0.00% Add +4.2% 2,615,514 $18.8M
State Street Corp. 0.00% Reduce -22.2% 2,522,097 $18.1M
Charles Schwab Investment Management Inc. 0.00% Add +6.9% 2,479,957 $17.8M
Deutsche Bank AG 0.01% Add +26.6% 2,317,239 $16.7M
Hotchkis & Wiley Capital Management LLC 0.05% Add +20.2% 2,287,600 $16.4M
Iridian Asset Management LLC 3.43% Add +43.7% 2,228,193 $16.0M
First Pacific Advisors, LP 0.19% Reduce -0.1% 1,827,115 $13.1M
Jacobs Levy Equity Management, Inc. 0.04% Add +15.5% 1,539,148 $11.1M
Solel Partners LP 1.71% No change 1,169,405 $8.4M
Dimensional Fund Advisors LP 0.00% Add +24.3% 1,145,228 $8.2M
Aristotle Capital Boston, LLC 0.27% Add +0.8% 1,129,979 $8.1M
Northern Trust Corp. 0.00% Reduce -0.6% 875,774 $6.3M
Bank of America Corp. 0.00% Reduce -2.3% 840,902 $6.0M
Jupiter Asset Management Ltd. 0.05% Add +153.0% 832,488 $6.0M
Marshall Wace, LLP 0.01% Reduce -60.3% 785,807 $5.6M
Goldman Sachs Group Inc. 0.00% Add +26.6% 655,792 $4.7M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -18.9% 638,300 $4.6M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +31.1% 550,795 $4.0M
SteelPeak Wealth, LLC 0.16% No change 500,000 $3.6M
Pekin Hardy Strauss, Inc. 0.46% Add +45.5% 496,360 $3.6M
Thompson Siegel & Walmsley LLC 0.05% Add +13.1% 486,409 $3.5M
Perpetual Ltd 0.04% Add +21.4% 466,491 $3.4M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +46.8% 443,787 $3.2M
Bank of New York Mellon Corp 0.00% Reduce -4.5% 392,382 $2.8M
JPMorgan Chase & Co. 0.00% Add +14.9% 367,596 $2.6M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -54.8% 340,642 $2.4M
Bridgeway Capital Management, LLC 0.05% No change 338,800 $2.4M
CIBC Private Wealth Group LLC 0.00% Add +53.9% 325,728 $2.3M
Nuveen Asset Management, LLC 0.00% No change 277,742 $2.0M
Tudor Investment Corporation 0.02% Add +9.7% 277,735 $2.0M
Ameriprise Financial Inc. 0.00% Add +12.0% 255,174 $1.8M
Sei Investments Co. 0.00% Reduce -9.1% 243,467 $1.8M
Prentice Capital Management, LP 3.73% Add +27.0% 233,851 $1.7M
Fund 1 Investments, LLC 0.26% Add +35.8% 231,044 $1.7M
Invesco Ltd. 0.00% Reduce -30.7% 224,164 $1.6M
Wolverine Asset Management LLC 0.15% Add +269.6% 215,157 $1.5M
Swiss National Bank 0.00% No change 195,072 $1.4M
State of Wisconsin Investment Board 0.00% Reduce -17.8% 192,914 $1.4M
ExodusPoint Capital Management, LP 0.01% New 173,110 $1.2M
First Trust Advisors LP 0.00% Reduce -11.2% 169,261 $1.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +72.2% 168,209 $1.2M
Barclays PLC 0.00% Add +347.0% 161,426 $1.2M
Diversify Wealth Management, LLC 0.11% Add +271.4% 159,499 $1.1M
Rhumbline Advisers 0.00% Add +1.1% 150,775 $1.1M
Jane Street Group, LLC 0.00% Add +42.2% 138,167 $993K
HBK Investments L P 0.02% New 137,724 $990K
Two Sigma Investments, LP 0.00% Add +1.6% 127,277 $915K
Man Group plc 0.00% Add +2.5% 122,762 $883K
Macquarie Group Ltd. 0.00% Add +215.5% 112,000 $805K
Russell Investments Group, Ltd. 0.00% Reduce -6.6% 106,977 $770K
Legal & General Group Plc 0.00% Add +1.6% 102,067 $734K
Alliancebernstein L.P. 0.00% No change 96,680 $695K
California State Teachers Retirement System 0.00% Reduce -2.9% 94,515 $680K
T. Rowe Price Associates Inc. 0.00% Add +6.3% 94,355 $679K
Cinctive Capital Management LP 0.04% Add +3.6% 92,138 $662K
Lazard Asset Management LLC 0.00% Add +181.1% 91,544 $658K
Shay Capital LLC 0.19% Add +350.0% 90,000 $647K
Citigroup Inc. 0.00% Add +35.8% 88,151 $634K
Graham Capital Management, L.P. 0.03% New 86,839 $624K
Engineers Gate Manager LP 0.01% Reduce -0.1% 84,856 $610K
SummerHaven Investment Management, LLC 0.34% Add +33.1% 77,769 $559K
Wells Fargo & Company 0.00% Reduce -8.8% 73,579 $529K
Citadel Advisors 0.00% Reduce -32.0% 68,959 $496K
BNP Paribas Financial Markets 0.00% Add +52.2% 67,913 $488K
Bridgewater Associates 0.00% Reduce -51.8% 65,957 $474K
Counterpoint Mutual Funds LLC 0.09% New 63,235 $455K
Dark Forest Capital Management LP 0.06% Reduce -40.6% 61,476 $442K
D. E. Shaw & Co. 0.00% Reduce -58.3% 59,864 $430K
Centiva Capital, LP 0.02% New 57,032 $410K
Kearns & Associates LLC 0.27% No change 56,900 $409K
Inspire Investing, LLC 0.04% Add +66.6% 56,421 $406K
MetLife Investment Management, LLC 0.00% No change 55,787 $401K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +8.9% 54,925 $395K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 53,433 $384K
Balyasny Asset Management L.P. 0.00% New 51,662 $371K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.5% 50,519 $363K
Janus Henderson Group PLC 0.00% No change 47,505 $342K
Millennium Management 0.00% Reduce -17.7% 46,594 $335K
Schonfeld Strategic Advisors LLC 0.00% New 46,539 $335K
Skaana Management L.P. 0.46% Add +6.2% 46,140 $332K
Susquehanna International Group, LLP 0.00% Reduce -60.1% 44,647 $321K
Twinbeech Capital LP 0.01% New 43,982 $316K
Algert Global LLC 0.01% Add +114.9% 43,353 $312K
Exchange Traded Concepts, LLC 0.01% Add +42.9% 43,154 $310K
Massachusetts Financial Services Co. 0.00% Reduce -2.4% 40,692 $293K
Avaii Wealth Management, LLC 0.14% Add +12.4% 39,264 $282K
Harbor Capital Advisors, Inc. 0.01% Add +139.4% 38,020 $273K
Huber Capital Management LLC 0.05% Reduce -76.6% 36,900 $265K
Corton Capital Inc. 0.13% Reduce -10.9% 36,475 $262K
Mfa Wealth Advisors, LLC 0.06% Add +1.5% 35,028 $252K
Jump Financial, LLC 0.01% New 34,867 $251K
Virtu Financial LLC 0.01% New 34,180 $246K
Arena Capital Advisors, LLC- CA 0.27% No change 34,210 $246K
Public Employees Retirement System of Ohio 0.00% Add +2.6% 33,898 $244K
Voya Investment Management LLC 0.00% Reduce -2.1% 32,946 $237K
Townsquare Capital LLC 0.00% New 32,927 $237K
AXA S.A. 0.00% New 30,512 $219K
Arizona State Retirement System 0.00% Add +3.0% 28,785 $207K
State Board of Administration of Florida Retirement System 0.00% No change 28,222 $203K
Intech Investment Management LLC 0.00% New 27,617 $199K
Johnson Investment Counsel Inc. 0.00% New 25,867 $186K
Quantedge Capital Pte Ltd 0.05% New 25,400 $183K
DGS Capital Management, LLC 0.05% Add +63.7% 24,454 $176K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 22,584 $162K
Tower Research Capital LLC (TRC) 0.00% Add +32.9% 21,785 $157K
Prospera Financial Services Inc 0.00% New 21,412 $154K
Axq Capital, LP 0.05% New 21,105 $152K
New York State Common Retirement Fund 0.00% Reduce -48.5% 20,734 $149K
ProShare Advisors LLC 0.00% Add +42.6% 18,883 $136K
Hollencrest Capital Management 0.01% No change 17,100 $123K
Schroder Investment Management Group 0.00% New 16,713 $120K
LPL Financial LLC 0.00% Reduce -5.2% 15,264 $110K
Shell Asset Management Co. 0.00% — 14,960 $108K
Neuberger Berman Group LLC 0.00% Add +8.1% 14,027 $101K
Canada Pension Plan Investment Board 0.00% Reduce -83.0% 13,800 $99K
Public Employees Retirement Association of Colorado 0.00% No change 13,793 $99K
Platinum Investment Management Ltd. 0.00% Add +31.4% 12,417 $89K
HSBC Holdings PLC 0.00% Add +9.2% 12,200 $89K
Victory Capital Management Inc. 0.00% Reduce -1.0% 12,366 $89K
Wolverine Trading, LLC 0.00% Reduce -45.5% 11,549 $86K
Royal Bank of Canada 0.00% Add +2.8% 11,199 $81K
State of Wyoming 0.01% New 11,002 $79K
Allspring Global Investments Holdings, LLC 0.00% Reduce -68.0% 10,851 $78K
Carolina Wealth Advisors, LLC 0.04% New 10,816 $78K
Vestcor Inc 0.00% No change 10,658 $77K
Simplex Trading, LLC 0.00% New 10,451 $75K
Franklin Resources Inc. 0.00% Reduce -1.9% 10,937 $74K
Two Sigma Advisers, LP 0.00% Reduce -34.4% 10,300 $74K
SG Americas Securities, LLC 0.00% Reduce -78.2% 10,293 $74K
Portman Square Capital LLP 0.06% Reduce -90.6% 10,186 $73K
Two Sigma Securities, LLC 0.01% New 10,002 $72K
Ameritas Investment Partners, Inc. 0.00% No change 9,825 $71K
Acadian Asset Management LLC 0.00% New 7,098 $51K
Amundi 0.00% Add +22.8% 6,046 $43K
Nomura Asset Management Co. Ltd. 0.00% No change 5,200 $37K
Van Eck Associates Corp. 0.00% Reduce -42.4% 5,002 $35K
Amalgamated Bank 0.00% No change 3,352 $24K
nVerses Capital, LLC 0.01% Reduce -43.1% 2,900 $21K
Walleye Capital LLC 0.00% Reduce -99.0% 2,190 $16K
GAMMA Investing LLC 0.00% Reduce -54.1% 1,621 $12K
PNC Financial Services Group, Inc. 0.00% Reduce -22.0% 1,578 $11K
FMR LLC 0.00% Reduce -81.9% 1,386 $10K
Householder Group Estate & Retirement Specialist, LLC 0.00% Add +44.4% 1,300 $9K
Nisa Investment Advisors, LLC 0.00% Add +10.5% 1,134 $8K
NewEdge Advisors, LLC 0.00% No change 1,128 $8K
Cwm, LLC 0.00% Reduce -53.6% 999 $7K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Reduce -7.6% 838 $6K
Elequin Capital, LP 0.01% New 824 $6K
Quadrant Capital Group LLC 0.00% Reduce -62.0% 579 $4K
Arax Advisory Partners 0.00% Reduce -51.7% 480 $3K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.8% 435 $3K
Osaic Holdings, Inc. 0.00% No change 401 $3K
Salem Investment Counselors Inc. 0.00% No change 400 $3K
Gen-Wealth Partners Inc 0.00% No change 266 $2K
Quent Capital, LLC 0.00% Reduce -59.0% 184 $1K
Sterling Capital Management LLC 0.00% — 175 $1K
Blue Trust, Inc. 0.00% New 90 $935
Allworth Financial LP 0.00% Reduce -60.5% 128 $921
Aster Capital Management (DIFC) Ltd 0.00% — 128 $920
Rothschild Investment LLC 0.00% Add +257.6% 118 $848
Farther Finance Advisors, LLC 0.00% Reduce -53.5% 100 $719
WealthCollab, LLC 0.00% New 93 $669
Headlands Technologies LLC 0.00% New 92 $661
Geneos Wealth Management Inc. 0.00% New 74 $532
First Horizon Advisors, Inc. 0.00% New 69 $496
Bell Investment Advisors, Inc 0.00% No change 68 $489
Hexagon Capital Partners LLC 0.00% No change 42 $302
Eagle Bay Advisors LLC 0.00% Reduce -91.6% 17 $122
Ridgewood Investments LLC 0.00% Reduce -75.9% 14 $98
Federation des caisses Desjardins du Quebec 0.00% No change 12 $86
Earned Wealth Advisors, LLC 0.00% New 7 $50
Huntington National Bank 0.00% No change 1 $7
Hemington Wealth Management 0.00% New 14 $0
Covestor Ltd 0.00% No change 12 $0

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