HERBALIFE LTD (HLF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
224
Reporting holders
$1.5B
Reported value
88.7%
Of shares outstanding
19.9%
Held as options
-13
Holder change
Institutions report 92,963,438 shares against 104,803,380 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | $202.8M | 2,218,308 | 3.37% | 21q | +63.9%+$79.0M |
| BlackRock, Inc. | $110.1M | 8,371,046 | 0.00% | 8q | +7.0%+$7.2M |
| Route One Investment Company, L.P. | $109.8M | 8,348,800 | 4.41% | 31q | +1.5%+$1.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $81.4M | 6,192,277 | 0.00% | 2q | +1.7%+$1.4M |
| RENAISSANCE TECHNOLOGIES LLC | $66.1M | 5,024,668 | 0.09% | 31q | -8.6%-$6.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $58.0M | 4,411,900 | 0.00% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $45.6M | 3,465,068 | 0.00% | 31q | +31.8%+$11.0M |
| CITADEL ADVISORS LLC | $41.4M | 115,532 | 0.00% | 31q | -46.1%-$35.4M |
| CITIGROUP INC | $41.2M | 1,381,582 | 0.01% | 31q | +18.8%+$6.5M |
| Solel Partners LP | $37.5M | 2,848,115 | 6.36% | 18q | +53.1%+$13.0M |
| STATE STREET CORP | $33.5M | 2,545,868 | 0.00% | 31q | +5.1%+$1.6M |
| FMR LLC | $33.2M | 2,525,538 | 0.00% | 31q | -52.0%-$36.0M |
| TWO SIGMA INVESTMENTS, LP | $31.8M | 2,337,889 | 0.02% | 15q | +4.1%+$1.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $29.8M | 2,262,525 | 0.01% | 9q | -12.9%-$4.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $27.8M | 2,116,414 | 0.00% | 31q | -13.4%-$4.3M |
| Sixth Street Partners Management Company, L.P. | $27.8M | 2,116,414 | 0.00% | new | NEW |
| IRIDIAN ASSET MANAGEMENT LLC/CT | $27.3M | 2,078,280 | 9.39% | 22q | +28.2%+$6.0M |
| DIMENSIONAL FUND ADVISORS LP | $24.8M | 1,885,302 | 0.00% | 31q | HELD |
| Quantedge Capital Pte Ltd | $24.3M | 1,845,888 | 18.41% | 8q | -3.9%-$996.4K |
| GOLDMAN SACHS GROUP INC | $23.9M | 1,786,617 | 0.00% | 31q | -43.0%-$18.0M |
| Long Focus Capital Management, LLC | $22.3M | 1,699,200 | 0.57% | 13q | HELD |
| Caption Management, LLC | $18.7M | 224,850 | 0.09% | 4q | +41.6%+$5.5M |
| VICTORY CAPITAL MANAGEMENT INC | $16.4M | 1,243,923 | 0.01% | 30q | +81.0%+$7.3M |
| Penn Capital Management Company, LLC | $15.1M | 1,145,024 | 0.96% | 3q | +66.5%+$6.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14.7M | 300,496 | 0.00% | 31q | -31.7%-$6.8M |
| Tenzing Global Management, LLC | $13.2M | 1,000,000 | 6.08% | 6q | -4.8%-$657.5K |
| NORTHERN TRUST CORP | $12.9M | 980,073 | 0.00% | 31q | +4.9%+$601.7K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11.8M | 897,170 | 0.03% | 21q | +38.9%+$3.3M |
| CANTOR FITZGERALD, L. P. | $10.3M | options only | 0.06% | new | OPTIONS |
| FIRST TRUST ADVISORS LP | $10.2M | 775,557 | 0.01% | 3q | +3041.9%+$9.9M |
| MORGAN STANLEY | $9.6M | 727,049 | 0.00% | 35q | -23.0%-$2.9M |
| VANGUARD FIDUCIARY TRUST CO | $9.0M | 686,253 | 0.00% | 2q | -2.1%-$190.5K |
| NEW YORK STATE COMMON RETIREMENT FUND | $8.9M | 679,968 | 0.01% | 31q | +42.2%+$2.7M |
| Qube Research & Technologies Ltd | $8.2M | 624,980 | 0.01% | 2q | +182.1%+$5.3M |
| GROUP ONE TRADING LLC | $7.7M | 303,453 | 0.01% | 6q | -8.9%-$748.8K |
| Aristotle Capital Boston, LLC | $7.5M | 567,829 | 0.50% | 32q | -16.7%-$1.5M |
| PANAGORA ASSET MANAGEMENT INC | $7.4M | 559,834 | 0.02% | 2q | +33.4%+$1.8M |
| JANE STREET GROUP, LLC | $6.9M | options only | 0.00% | 15q | OPTIONS |
| MILLENNIUM MANAGEMENT LLC | $6.4M | 487,349 | 0.00% | 20q | -23.7%-$2.0M |
| Nuveen, LLC | $6.2M | 469,988 | 0.00% | 6q | +1.7%+$102.9K |
| Invesco Ltd. | $6.1M | 462,462 | 0.00% | 31q | -15.9%-$1.1M |
| Manatuck Hill Partners, LLC | $6.0M | 459,260 | 2.00% | 5q | -14.2%-$996.0K |
| IMC-Chicago, LLC | $6.0M | options only | 0.00% | 16q | OPTIONS |
| JPMORGAN CHASE & CO | $5.9M | 461,330 | 0.00% | 31q | +205.3%+$4.0M |
| Bank of New York Mellon Corp | $5.8M | 444,280 | 0.00% | 31q | +7.4%+$402.7K |
| Squarepoint Ops LLC | $5.6M | 428,376 | 0.01% | 3q | +39.4%+$1.6M |
| CIBC Bancorp USA Inc. | $5.6M | 427,118 | 0.01% | 3q | +48.4%+$1.8M |
| Johnson Financial Group, LLC | $5.5M | 414,590 | 0.29% | 7q | HELD |
| Lombard Odier Asset Management (USA) Corp | $5.3M | options only | 0.73% | 5q | OPTIONS |
| Trexquant Investment LP | $5.3M | 400,439 | 0.03% | 2q | +784.5%+$4.7M |
| ALGERT GLOBAL LLC | $5.3M | 400,270 | 0.06% | 2q | +171.1%+$3.3M |
| Huber Capital Management LLC | $4.8M | 368,163 | 0.71% | 11q | +13.1%+$558.9K |
| Balyasny Asset Management L.P. | $4.7M | 357,972 | 0.01% | 2q | +326.0%+$3.6M |
| UBS Group AG | $4.7M | 355,203 | 0.00% | 31q | +99.2%+$2.3M |
| General Equity Holdings LP | $4.7M | 355,121 | 2.79% | new | NEW |
| Corient Private Wealth LP | $4.7M | 354,398 | 0.00% | 2q | +1478.4%+$4.4M |
| BANK OF AMERICA CORP /DE/ | $4.6M | 346,909 | 0.00% | 31q | +6.5%+$277.1K |
| AQR CAPITAL MANAGEMENT LLC | $4.4M | 332,636 | 0.00% | 7q | -15.0%-$769.7K |
| Connor, Clark & Lunn Investment Management Ltd. | $4.3M | 324,362 | 0.01% | 14q | -23.4%-$1.3M |
| Bronte Capital Management Pty Ltd. | $4.3M | 323,386 | 0.46% | 31q | -65.6%-$8.1M |
| Pekin Hardy Strauss, Inc. | $4.1M | 313,994 | 0.36% | 21q | +10.2%+$381.5K |
| ALLIANCEBERNSTEIN L.P. | $4.0M | 272,346 | 0.00% | 31q | +178.7%+$2.6M |
| Russell Investments Group, Ltd. | $3.8M | 292,694 | 0.00% | 31q | +8.4%+$297.4K |
| STATE OF WISCONSIN INVESTMENT BOARD | $3.7M | 279,099 | 0.01% | 5q | +88.8%+$1.7M |
| D. E. Shaw & Co., Inc. | $3.6M | 270,229 | 0.00% | 31q | -18.4%-$800.5K |
| FRANKLIN RESOURCES INC | $3.4M | 260,357 | 0.00% | 13q | +29.3%+$775.7K |
| SIMPLEX TRADING, LLC | $3.4M | options only | 0.00% | 31q | OPTIONS |
| XTX Topco Ltd | $3.4M | 255,679 | 0.04% | 2q | +321.2%+$2.6M |
| Quantinno Capital Management LP | $3.2M | 240,346 | 0.00% | 6q | +237.2%+$2.2M |
| Parallax Volatility Advisers, L.P. | $3.1M | 238,037 | 0.01% | 6q | -33.6%-$1.6M |
| SEI INVESTMENTS CO | $3.1M | 233,834 | 0.00% | 31q | -30.1%-$1.3M |
| DEUTSCHE BANK AG\ | $3.0M | 225,168 | 0.00% | 34q | -77.8%-$10.3M |
| Swiss National Bank | $2.7M | 207,572 | 0.00% | 31q | +2.1%+$56.5K |
| PICTON MAHONEY ASSET MANAGEMENT | $2.7M | 206,446 | 0.02% | new | NEW |
| MAI Capital Management | $2.7M | 202,999 | 0.01% | 3q | +147000.7%+$2.7M |
| Engineers Gate Manager LP | $2.7M | 202,483 | 0.03% | 3q | +154.1%+$1.6M |
| Vanguard Global Advisers, LLC | $2.6M | 195,960 | 0.00% | 2q | -6.5%-$179.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.1M | 160,482 | 0.01% | 7q | +9.2%+$177.8K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2.0M | 154,989 | 0.01% | 31q | -11.9%-$274.5K |
| Shay Capital LLC | $2.0M | options only | 0.13% | new | OPTIONS |
| WOLVERINE ASSET MANAGEMENT LLC | $1.8M | 93,008 | 0.02% | 9q | -46.5%-$1.6M |
| SEGALL BRYANT & HAMILL, LLC | $1.8M | 138,444 | 0.02% | new | NEW |
| RHUMBLINE ADVISERS | $1.8M | 137,496 | 0.00% | 31q | +6.7%+$113.4K |
| Y-Intercept (Hong Kong) Ltd | $1.8M | 136,201 | 0.04% | new | NEW |
| Point72 Asset Management, L.P. | $1.7M | 131,175 | 0.00% | 2q | +1.5%+$25.4K |
| DENALI ADVISORS LLC | $1.7M | 131,000 | 0.17% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $1.7M | 128,934 | 0.00% | 2q | +4.9%+$79.2K |
| AMERIPRISE FINANCIAL INC | $1.5M | 116,449 | 0.00% | 16q | -45.5%-$1.3M |
| Bridgewater Associates, LP | $1.5M | 115,945 | 0.01% | 2q | -40.0%-$1.0M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1.5M | 112,000 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $1.3M | 102,113 | 0.00% | 31q | +13.7%+$161.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.3M | 100,000 | 0.02% | 2q | HELD |
| Diversify Advisory Services, LLC | $1.3M | 104,459 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.3M | 104,459 | 0.02% | 9q | +216.0%+$869.7K |
| CenterBook Partners LP | $1.2M | 93,009 | 0.06% | 2q | -18.4%-$274.9K |
| DARK FOREST CAPITAL MANAGEMENT LP | $1.2M | 88,786 | 0.08% | 18q | -42.5%-$864.0K |
| Legal & General Group Plc | $1.1M | 83,147 | 0.00% | 31q | -4.5%-$51.8K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.1M | 82,467 | 0.00% | 2q | -2.9%-$32.3K |
| Arena Capital Advisors, LLC- CA | $1.1M | 80,910 | 0.51% | 15q | +14.1%+$131.5K |
| Graham Capital Management, L.P. | $1.1M | 80,397 | 0.02% | 5q | +318.2%+$804.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Renaissance Technologies LLCwith 1 co-filers | 4.8% |
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 2.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 224 | $1.5B | 92,963,438 | 32 | 85 | 69 | 19.9% |
| Q1 2026 | 237 | $1.5B | 91,576,707 | 44 | 75 | 69 | 12.1% |
| Q4 2025 | 219 | $1.4B | 90,258,446 | 36 | 63 | 77 | 18.5% |
| Q3 2025 | 203 | $925.6M | 90,991,001 | 29 | 63 | 67 | 16.9% |
| Q2 2025 | 201 | $953.1M | 92,350,873 | 34 | 70 | 59 | 16.2% |
| Q1 2025 | 198 | $916.2M | 93,427,685 | 33 | 70 | 59 | 12.0% |
| Q4 2024 | 194 | $659.3M | 86,062,429 | 35 | 73 | 43 | 12.9% |
| Q3 2024 | 178 | $804.4M | 97,060,726 | 27 | 56 | 56 | 13.2% |
| Q2 2024 | 178 | $1.2B | 99,858,847 | 31 | 61 | 47 | 13.9% |
| Q1 2024 | 177 | $1.2B | 108,218,347 | 25 | 56 | 61 | 12.3% |
| Q4 2023 | 184 | $1.9B | 100,811,515 | 20 | 70 | 59 | 17.3% |
| Q3 2023 | 184 | $1.5B | 93,022,810 | 21 | 65 | 58 | 15.3% |
| Q2 2023 | 186 | $1.4B | 95,764,770 | 23 | 62 | 62 | 8.0% |
| Q1 2023 | 191 | $1.6B | 93,364,075 | 27 | 57 | 60 | 8.9% |
| Q4 2022 | 187 | $1.4B | 85,273,422 | 39 | 62 | 44 | 10.2% |
| Q3 2022 | 206 | $2.0B | 97,674,659 | 28 | 63 | 76 | 4.5% |
| Q2 2022 | 209 | $2.1B | 100,110,936 | 37 | 95 | 50 | 4.3% |
| Q1 2022 | 222 | $3.2B | 102,035,178 | 35 | 82 | 65 | 2.4% |
| Q4 2021 | 245 | $4.3B | 101,711,692 | 39 | 73 | 86 | 4.1% |
| Q3 2021 | 236 | $4.5B | 102,162,839 | 26 | 79 | 87 | 3.5% |
| Q2 2021 | 255 | $5.7B | 105,415,132 | 50 | 92 | 65 | 3.1% |
| Q1 2021 | 247 | $4.7B | 103,930,319 | 31 | 87 | 80 | 2.7% |
| Q4 2020 | 258 | $5.7B | 115,469,476 | 35 | 71 | 91 | 3.0% |
| Q3 2020 | 233 | $5.5B | 115,129,583 | 37 | 58 | 92 | 2.8% |
| Q2 2020 | 220 | $6.0B | 129,826,007 | 46 | 57 | 75 | 2.9% |
| Q1 2020 | 204 | $3.9B | 127,257,237 | 33 | 62 | 59 | 4.0% |
| Q4 2019 | 220 | $6.3B | 126,714,443 | 38 | 50 | 82 | 4.5% |
| Q3 2019 | 201 | $5.0B | 128,114,852 | 19 | 51 | 85 | 3.7% |
| Q2 2019 | 228 | $6.7B | 142,391,137 | 24 | 59 | 108 | 9.3% |
| Q1 2019 | 274 | $8.3B | 145,476,656 | 55 | 100 | 79 | 7.1% |
| Q4 2018 | 268 | $9.7B | 147,768,428 | 8 | 6 | 6 | 10.5% |