HerbalifeHLF

13F holders, Q2 2026 (June 30)
235holders −18
31new positions
43sold out
9famous investors
$13.15avg. 13F price*

At the end of Q2 2026, 235 institutions reported holding Herbalife Ltd. (HLF) in their 13F filings, down 18 from Q1 2026. 31 opened new positions and 43 sold out. The largest holders were Baupost Group ($121.8M), BlackRock, Inc. ($110.1M) and Route One Investment Company, L.P. ($109.8M). 9 famous investors held it, including Seth Klarman (2.2% of Baupost Group's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions31$22.9M
Exits43$46.2M

All 13F filers, Q1 2026 → Q2 2026: 12,280,836 shares bought and 12,831,265 shares sold, net −550,429 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 235 holders

Baupost Group 2.25% No change 9,259,844 $121.8M
BlackRock, Inc. 0.00% Add +7.0% 8,371,046 $110.1M
Route One Investment Company, L.P. 4.54% Add +1.5% 8,348,800 $109.8M
Vanguard Portfolio Management LLC 0.00% Add +1.7% 6,192,277 $81.4M
Renaissance Technologies 0.09% Reduce -8.6% 5,024,668 $66.1M
Vanguard Capital Management LLC 0.00% Reduce -0.1% 4,411,900 $58.0M
Geode Capital Management, LLC 0.00% Add +31.8% 3,465,068 $45.6M
Solel Partners LP 6.36% Add +53.1% 2,848,115 $37.5M
LSV Asset Management 0.06% Reduce -0.1% 2,622,894 $34.5M
State Street Corp. 0.00% Add +5.1% 2,545,868 $33.5M
FMR LLC 0.00% Reduce -52.0% 2,525,538 $33.2M
Two Sigma Investments, LP 0.02% Add +4.1% 2,337,889 $30.7M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -12.9% 2,262,525 $29.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -13.4% 2,116,414 $27.8M
Iridian Asset Management LLC 9.39% Add +28.2% 2,078,280 $27.3M
Dimensional Fund Advisors LP 0.00% Add +0.4% 1,885,302 $24.8M
Quantedge Capital Pte Ltd 18.41% Reduce -3.9% 1,845,888 $24.3M
Goldman Sachs Group Inc. 0.00% Reduce -43.0% 1,786,617 $23.5M
Long Focus Capital Management, LLC 0.92% No change 1,699,200 $22.3M
Citigroup Inc. 0.01% Add +18.8% 1,381,582 $18.2M
Victory Capital Management Inc. 0.01% Add +81.0% 1,243,923 $16.4M
Penn Capital Management Company, LLC 0.96% Add +66.5% 1,145,024 $15.1M
Nantahala Capital Management, LLC 0.88% Reduce -18.1% 1,109,154 $14.6M
Tenzing Global Management, LLC 11.07% Reduce -4.8% 1,000,000 $13.2M
Northern Trust Corp. 0.00% Add +4.9% 980,073 $12.9M
Hotchkis & Wiley Capital Management LLC 0.03% Add +38.9% 897,170 $11.8M
Pacer Advisors, Inc. 0.03% Add +38.6% 893,778 $11.8M
First Trust Advisors LP 0.01% Add +3041.9% 775,557 $10.2M
Morgan Stanley 0.00% Reduce -23.0% 727,049 $9.6M
Vanguard Fiduciary Trust Co. 0.00% Reduce -2.1% 686,253 $9.0M
New York State Common Retirement Fund 0.01% Add +42.2% 679,968 $8.9M
Qube Research & Technologies Ltd 0.01% Add +182.1% 624,980 $8.2M
Aristotle Capital Boston, LLC 0.50% Reduce -16.7% 567,829 $7.5M
Panagora Asset Management Inc. 0.02% Add +33.4% 559,834 $7.4M
Millennium Management 0.00% Reduce -23.7% 487,349 $6.4M
Nuveen, LLC 0.00% Add +1.7% 469,988 $6.2M
Invesco Ltd. 0.00% Reduce -15.9% 462,462 $6.1M
Manatuck Hill Partners, LLC 2.00% Reduce -14.2% 459,260 $6.0M
JPMorgan Chase & Co. 0.00% Add +205.3% 461,330 $5.9M
Bank of New York Mellon Corp 0.00% Add +7.4% 444,280 $5.8M
Squarepoint Ops LLC 0.01% Add +39.4% 428,376 $5.6M
CIBC Bancorp USA Inc. 0.01% Add +48.4% 427,118 $5.6M
Johnson Financial Group, LLC 0.29% Add +0.0% 414,590 $5.5M
Q Global Advisors, LLC 3.66% Add +55.4% 405,304 $5.3M
Trexquant Investment LP 0.03% Add +784.5% 400,439 $5.3M
Algert Global LLC 0.06% Add +442.1% 400,270 $5.3M
Huber Capital Management LLC 0.71% Add +13.1% 368,163 $4.8M
Thompson Siegel & Walmsley LLC 0.09% Add +30.5% 359,816 $4.7M
Balyasny Asset Management L.P. 0.01% Add +326.0% 357,972 $4.7M
UBS Group AG 0.00% Add +99.2% 355,203 $4.7M
General Equity Holdings LP 2.79% New 355,121 $4.7M
Bank of America Corp. 0.00% Add +6.5% 346,909 $4.6M
AQR Capital Management 0.00% Reduce -15.0% 332,636 $4.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -23.4% 324,362 $4.3M
Bronte Capital Management Pty Ltd. 0.48% Reduce -65.6% 323,386 $4.3M
Pekin Hardy Strauss, Inc. 0.36% Add +10.2% 313,994 $4.1M
Alliancebernstein L.P. 0.00% Add +178.7% 272,346 $4.0M
Group One Trading LLC 0.12% Reduce -8.9% 303,453 $4.0M
Susquehanna International Group, LLP 0.00% Reduce -31.7% 300,496 $4.0M
Russell Investments Group, Ltd. 0.00% Add +8.4% 292,694 $3.8M
State of Wisconsin Investment Board 0.01% Add +88.8% 279,099 $3.7M
D. E. Shaw & Co. 0.00% Reduce -18.4% 270,229 $3.6M
Franklin Resources Inc. 0.00% Add +29.3% 260,357 $3.4M
XTX Topco Ltd 0.04% Add +321.2% 255,679 $3.4M
Quantinno Capital Management LP 0.00% Add +237.2% 240,346 $3.2M
Parallax Volatility Advisers, L.P. 0.14% Reduce -33.6% 238,037 $3.1M
Sei Investments Co. 0.00% Reduce -30.1% 233,834 $3.1M
Deutsche Bank AG 0.00% Reduce -77.8% 225,168 $3.0M
Caption Management, LLC 0.11% Add +41.6% 224,850 $3.0M
Swiss National Bank 0.00% Add +2.1% 207,572 $2.7M
Picton Mahoney Asset Management 0.03% New 206,446 $2.7M
MAI Capital Management 0.01% Add +147000.7% 202,999 $2.7M
Engineers Gate Manager LP 0.03% Add +154.1% 202,483 $2.7M
CSM Advisors, LLC 0.06% New 202,290 $2.7M
Vanguard Global Advisers, LLC 0.00% Reduce -6.5% 195,960 $2.6M
Corient Private Wealth LP 0.00% Add +697.8% 179,125 $2.4M
O'shaughnessy Asset Management, LLC 0.01% Add +9.2% 160,482 $2.1M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -11.9% 154,989 $2.0M
Segall Bryant & Hamill, LLC 0.02% New 138,444 $1.8M
Rhumbline Advisers 0.00% Add +6.7% 137,496 $1.8M
Y-Intercept (Hong Kong) Ltd 0.04% New 136,201 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +17.7% 131,637 $1.7M
Point72 Asset Management 0.00% Add +1.5% 131,175 $1.7M
Denali Advisors LLC 0.17% New 131,000 $1.7M
Principal Financial Group Inc. 0.00% Add +4.9% 128,934 $1.7M
California State Teachers Retirement System 0.00% Add +1.3% 118,941 $1.6M
Ameriprise Financial Inc. 0.00% Add +9.0% 116,449 $1.5M
Bridgewater Associates 0.01% Reduce -40.0% 115,945 $1.5M
Citadel Advisors 0.00% Reduce -46.1% 115,532 $1.5M
Nomura Asset Management International Inc. 0.00% No change 112,000 $1.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +231.8% 104,350 $1.4M
Wells Fargo & Company 0.00% Add +127.4% 102,113 $1.3M
Bridgeway Capital Management, LLC 0.02% No change 100,000 $1.3M
Janney Montgomery Scott LLC 0.00% Add +1.3% 97,547 $1.3M
Diversify Advisory Services, LLC 0.02% New 104,459 $1.3M
Diversify Wealth Management, LLC 0.02% Add +216.0% 104,459 $1.3M
CenterBook Partners LP 0.06% Reduce -18.4% 93,009 $1.2M
Wolverine Asset Management LLC 0.06% Reduce -46.5% 93,008 $1.2M
Dark Forest Capital Management LP 0.08% Reduce -42.5% 88,786 $1.2M
SG Americas Securities, LLC 0.00% New 87,700 $1.2M
Legal & General Group Plc 0.00% Reduce -4.5% 83,147 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -2.9% 82,467 $1.1M
Arena Capital Advisors, LLC- CA 2.84% Add +14.1% 80,910 $1.1M
Graham Capital Management, L.P. 0.04% Add +318.2% 80,397 $1.1M
BW Gestao de Investimentos Ltda. 0.03% New 80,000 $1.1M
Freestone Grove Partners LP 0.01% Add +103.4% 75,300 $990K
SummerHaven Investment Management, LLC 0.53% No change 75,069 $987K
Massachusetts Financial Services Co. 0.00% Add +2.5% 70,382 $926K
Acadian Asset Management LLC 0.00% Add +120.3% 70,511 $924K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 68,955 $907K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -55.8% 67,657 $890K
Prudential Financial Inc. 0.00% Reduce -75.8% 67,296 $885K
Ares Systematic Credit Ltd 1.67% Add +39.7% 62,768 $825K
MetLife Investment Management, LLC 0.00% Add +3.2% 58,629 $771K
Vident Advisory, LLC 0.01% New 57,090 $751K
Voya Investment Management LLC 0.00% Add +219.9% 56,815 $747K
Inspire Investing, LLC 0.03% Reduce -62.4% 53,124 $699K
Natixis 0.00% No change 51,700 $680K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 50,118 $659K
SteelPeak Wealth, LLC 0.02% Reduce -75.0% 50,000 $658K
Jupiter Topco LLC 0.00% — 47,505 $624K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.5% 47,264 $622K
Manufacturers Life Insurance Company, The 0.00% Reduce -3.4% 43,386 $571K
Envestnet Asset Management Inc. 0.00% Add +105.5% 42,690 $561K
Creative Planning 0.00% Reduce -14.2% 42,428 $558K
Diversified Trust Co. 0.01% Add +44.0% 40,593 $534K
State of Wyoming 0.05% Add +23.4% 37,484 $493K
Public Employees Retirement System of Ohio 0.00% Reduce -2.0% 35,681 $469K
Quantbot Technologies LP 0.02% New 33,906 $446K
Campbell & CO Investment Adviser LLC 0.02% New 33,635 $442K
GMO 0.00% Reduce -50.5% 31,824 $418K
Police & Firemen's Retirement System of New Jersey 0.00% Add +12.8% 31,640 $416K
Quadrant Capital Group LLC 0.01% No change 31,282 $411K
Canada Pension Plan Investment Board 0.00% Add +173.9% 30,400 $400K
STRS Ohio 0.00% Add +25.5% 30,000 $395K
Lazard Asset Management LLC 0.00% Add +77.5% 29,681 $390K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -84.7% 29,571 $389K
Arizona State Retirement System 0.00% Add +0.5% 28,534 $375K
State Board of Administration of Florida Retirement System 0.00% No change 28,222 $371K
Great Lakes Advisors, LLC 0.00% Reduce -5.4% 27,121 $357K
Range Financial Group LLC 0.10% Reduce -6.8% 26,474 $348K
BNP Paribas Financial Markets 0.00% Reduce -6.8% 26,080 $343K
Blueshift Asset Management, LLC 0.08% Add +37.8% 26,064 $343K
Vanguard Investments Australia, Ltd. 0.00% No change 25,308 $333K
Insigneo Advisory Services, LLC 0.01% New 25,068 $330K
Ameritas Advisory Services, LLC 0.01% New 25,000 $329K
Intech Investment Management LLC 0.00% Reduce -10.1% 23,567 $310K
Cerity Partners LLC 0.00% Reduce -28.4% 23,473 $309K
Barclays PLC 0.00% Add +18.6% 23,392 $308K
One Wealth Advisors, LLC 0.03% New 23,317 $307K
Inspire Advisors, LLC 0.02% Add +44.4% 22,086 $290K
KLP Kapitalforvaltning As 0.00% Reduce -40.2% 21,700 $285K
Swiss Life Asset Management Ltd 0.00% New 20,703 $272K
Van Eck Associates Corp. 0.00% No change 20,354 $268K
Twinbeech Capital LP 0.04% Reduce -50.2% 18,296 $241K
Harbor Capital Advisors, Inc. 0.02% Add +2.8% 18,023 $237K
Sterling Capital Management LLC 0.00% Add +3.5% 17,817 $234K
Hollencrest Capital Management 0.01% No change 17,100 $225K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -10.0% 16,479 $217K
Pictet Asset Management Holding SA 0.00% No change 16,469 $217K
Arax Advisory Partners 0.00% Add +904.2% 15,676 $206K
Mirabella Financial Services LLP 0.02% New 15,285 $201K
Jefferies Financial Group Inc. 0.00% New 14,301 $188K
Miramontes Capital, LLC 0.06% New 13,613 $179K
Public Employees Retirement Association of Colorado 0.00% Reduce -2.5% 13,449 $177K
ProShare Advisors LLC 0.00% Reduce -9.4% 13,438 $177K
State of Alaska, Department of Revenue 0.00% No change 13,090 $172K
Seaview Investment Managers LLC 0.05% No change 12,534 $165K
Ensign Peak Advisors, Inc 0.00% No change 12,500 $164K
Empowered Funds, LLC 0.00% Reduce -67.8% 12,011 $158K
Schonfeld Strategic Advisors LLC 0.00% New 11,948 $157K
Prelude Capital Management, LLC 0.01% New 11,800 $155K
CHICAGO TRUST Co NA 0.02% Reduce -2.0% 11,646 $153K
Vanguard Personalized Indexing Management, LLC 0.00% Add +0.6% 11,467 $151K
Tocqueville Asset Management L.P. 0.00% New 10,922 $144K
Tidal Investments LLC 0.00% New 10,663 $140K
Mercer Global Advisors Inc. 0.00% Reduce -38.8% 10,356 $136K
New York State Teachers Retirement System 0.00% Reduce -1.3% 9,347 $123K
Ameritas Investment Partners, Inc. 0.00% Add +10.3% 9,315 $122K
Los Angeles Capital Management LLC 0.00% Add +318.2% 8,564 $113K
Tower Research Capital LLC (TRC) 0.00% Reduce -60.5% 8,036 $106K
GAMMA Investing LLC 0.00% Reduce -24.0% 6,975 $92K
Walleye Trading LLC 0.00% Reduce -34.6% 5,419 $71K
Nisa Investment Advisors, LLC 0.00% Add +348.5% 5,364 $71K
Royal Bank of Canada 0.00% Add +241.3% 4,683 $62K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -98.1% 3,488 $46K
KBC Group NV 0.00% No change 3,002 $39K
WealthCollab, LLC 0.01% Add +1.1% 2,875 $38K
DV Trading LLC 0.00% New 1,926 $25K
Steward Partners Investment Advisory, LLC 0.00% No change 1,273 $17K
Versant Capital Management, Inc 0.00% Add +12.3% 1,256 $17K
Allworth Financial LP 0.00% Reduce -2.3% 1,214 $16K
MPWM Advisory Solutions, LLC 0.01% No change 1,100 $14K
Signaturefd, LLC 0.00% Reduce -5.5% 945 $12K
Osaic Holdings, Inc. 0.00% Add +65.1% 837 $11K
Federated Hermes, Inc. 0.00% Add +22.2% 793 $10K
Stone House Investment Management, LLC 0.00% Add +6854.6% 765 $10K
EverSource Wealth Advisors, LLC 0.00% Reduce -91.5% 623 $8K
Optiver Holding B.V. 0.00% Add +180.9% 427 $6K
Keating Financial Advisory Services, Inc. 0.00% No change 360 $5K
Quarry LP 0.00% Add +720.5% 320 $4K
Rothschild Investment LLC 0.00% Add +7.5% 299 $4K
Gen-Wealth Partners Inc 0.00% No change 266 $3K
Fortitude Family Office, LLC 0.00% New 262 $3K
Institute for Wealth Management, LLC. 0.00% New 226 $3K
IFP Advisors, Inc 0.00% Add +23.3% 201 $3K
UMB Bank, n.a. 0.00% Reduce -37.3% 198 $3K
Farther Finance Advisors, LLC 0.00% Reduce -57.1% 181 $2K
William B. Walkup & Associates, Inc. 0.00% New 175 $2K
Private Trust Co. NA 0.00% No change 161 $2K
PNC Financial Services Group, Inc. 0.00% Add +33.0% 145 $2K
US Bancorp \de 0.00% Reduce -6.8% 137 $2K
Kelleher Financial Advisors 0.00% New 127 $2K
Rockefeller Capital Management L.P. 0.00% No change 124 $2K
Parallel Advisors, LLC 0.00% Add +106.0% 103 $1K
Medallion Wealth Advisors, LLC 0.00% No change 100 $1K
Huntington National Bank 0.00% No change 84 $1K
Parkside Financial Bank & Trust 0.00% No change 80 $1K
Covestor Ltd 0.00% Add +254.6% 39 $1K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 72 $947
Essential Partners LLC 0.00% Reduce -85.2% 71 $934
Jones Financial Companies LLLP 0.00% New 70 $878
Elequin Capital, LP 0.00% Add +18.8% 57 $750
Larson Financial Group LLC 0.00% Reduce -94.9% 46 $605
Bogart Wealth, LLC 0.00% New 45 $592
Bell Investment Advisors, Inc 0.00% No change 38 $500
SBI Securities Co., Ltd. 0.00% No change 36 $473
True Wealth Design, LLC 0.00% Reduce -49.3% 35 $461
TD Private Client Wealth LLC 0.00% No change 34 $447
Kilter Group LLC 0.00% Reduce -15.4% 33 $434
Federation des caisses Desjardins du Quebec 0.00% No change 12 $158
Clearstead Advisors, LLC 0.00% New 10 $132
Torren Management, LLC 0.00% No change 9 $118
Smartleaf Asset Management LLC 0.00% No change 2 $26
Hughes Financial Services, LLC 0.00% No change 1 $13

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