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Herbalife Ltd. 13F holders

235 funds reported a position in Herbalife Ltd. in their 13F for the quarter ended 30 June 2026, together 105.1 million shares worth $1.38 billion. Against the quarter before, 29 opened a position, 94 added, 70 trimmed and 44 sold out; together they sold a net 632,942 shares. The largest holders: Baupost Group LLC, BlackRock, Inc. and Route One Investment Company, L.P.

Funds holding235-18 on Q1 2026
Shares they held105.1Mworth $1.38 billion
Net sold on the quarter632,942 sharesabout $8.3 million at the funds' values
Funds buying to selling123 to 114opened or added, to cut or sold
Opened 29Added 94Held 41Trimmed 70Sold out 44
Opened: 29 fundsAdded: 94 fundsHeld: 41 fundsTrimmed: 70 fundsSold out: 44 funds

What each fund did in HLF against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 187 funds, 109.3 million shares187Q3 2024Q4 2024: 199 funds, 101.4 million shares199Q4 2024Q1 2025: 214 funds, 105.8 million shares214Q1 2025Q2 2025: 211 funds, 104.6 million shares211Q2 2025Q3 2025: 218 funds, 103.2 million shares218Q3 2025Q4 2025: 231 funds, 103.6 million shares231Q4 2025Q1 2026: 253 funds, 104.9 million shares253Q1 2026Q2 2026: 235 funds, 105.1 million shares235Q2 2026

Funds reporting a position in HLF in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 42 reported a position in Herbalife Ltd.: 6 opened one, 7 added, 14 trimmed and 3 sold out, a net 175,212 shares sold.

FundChange in sharesShares nowStatusFiling
Diversify Advisory Services, LLC-89,13215,327trimmed13F
Diversify Wealth Management, LLC-89,13215,327trimmed13F
CWA Asset Management Group, LLC+86,73186,731new13F
Avaii Wealth Management, LLC+36,57236,572new13F
State of Wyoming+29,36166,845added13F
Iridian Asset Management LLC-18,9202,059,360trimmed13F
Sterling Capital Management LLC-15,7502,067trimmed13F
Vise Technologies, Inc.+13,15913,159new13F
Echo45 Advisors LLC+11,77611,776new13F
Baron Wealth Management LLC+11,53711,537new13F
SummerHaven Investment Management, LLC-5,52469,545trimmed13F
State of Alaska, Department of Revenue+5,15618,246added13F
Nisa Investment Advisors, LLC-4,1511,213trimmed13F
Virginia Retirement Systems ET Al-3,700100,650trimmed13F
Harbor Capital Advisors, Inc.-2,99015,033trimmed13F
Range Financial Group LLC-2,72523,749trimmed13F
Wealth Enhancement Advisory Services, LLC+2,23018,709added13F
Gamma Investing LLC-1,9924,983trimmed13F
Inspire Investing, LLC-1,37851,746trimmed13F
Signaturefd, LLC+1,2772,222added13F
ProShare Advisors LLC-55012,888trimmed13F
IFP Advisors, Inc-15150trimmed13F
Versant Capital Management, Inc-1071,149trimmed13F
Fortitude Family Office, LLC+102364added13F
Farther Finance Advisors, LLC+73254added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 8 reported a position in Herbalife Ltd. in a 13F for the quarter ended 30 June 2026. The largest: Renaissance Technologies, 5.0 million shares worth $66.1 million, 0.1% of its reported book. In the quarter, 3 funds added or opened a position and 5 trimmed or sold out; together they sold a net 2.6 million shares, about $34.4 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Renaissance Technologies5,024,668$66.1 million0.1%-475,300trimmed30 June 202613F
Geode Capital Management3,465,068$45.6 million0.0%+836,631added30 June 202613F
FMR LLC2,525,538$33.2 million0.0%-2,741,302trimmed30 June 202613F
Two Sigma Investments2,337,889$30.7 million0.0%+91,624added30 June 202613F
Millennium Management487,349$6.4 million0.0%-151,340trimmed30 June 202613F
Point72 Asset Management131,175$1.7 million0.0%+1,929added30 June 202613F
Bridgewater Associates115,945$1.5 million0.0%-77,298trimmed30 June 202613F
Citadel Advisors115,532$1.5 million0.0%-98,788trimmed30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Baupost Group LLC9,259,8448.81%$121.8 million2.25%no change13F
BlackRock, Inc.8,371,0467.97%$110.1 million0.00%+549,34213F
Route One Investment Company, L.P.8,348,8007.94%$109.8 million4.54%+121,50013F
Vanguard Portfolio Management LLC6,192,2775.89%$81.4 million0.00%+106,19213F
Renaissance Technologies LLC5,024,6684.78%$66.1 million0.09%-475,30013F
Vanguard Capital Management LLC4,411,9004.20%$58.0 million0.00%-2,35713F
Geode Capital Management, LLC3,465,0683.30%$45.6 million0.00%+836,63113F
Solel Partners LP2,848,1152.71%$37.5 million6.36%+987,50013F
LSV Asset Management2,622,8942.50%$34.5 million0.06%-3,20013F
State Street Corp.2,545,8682.42%$33.5 million0.00%+124,04713F
FMR LLC2,525,5382.40%$33.2 million0.00%-2,741,30213F
Two Sigma Investments, LP2,337,8892.22%$30.7 million0.02%+91,62413F
Arrowstreet Capital, Limited Partnership2,262,5252.15%$29.8 million0.01%-334,27013F
Nantahala Capital Management, LLC2,218,3082.11%$29.2 million0.89%13F
Charles Schwab Investment Management Inc.2,116,4142.01%$27.8 million0.00%-327,57413F
Iridian Asset Management LLC2,078,2801.98%$27.3 million9.39%+456,66213F
Dimensional Fund Advisors LP1,885,3021.79%$24.8 million0.00%+7,58513F
Quantedge Capital Pte Ltd1,845,8881.76%$24.3 million18.41%-75,77013F
Goldman Sachs Group Inc.1,786,6171.70%$23.5 million0.00%-1,346,81913F
Long Focus Capital Management, LLC1,699,2001.62%$22.3 million0.91%no change13F
Citigroup Inc.1,381,5821.31%$18.2 million0.01%+218,93313F
Victory Capital Management Inc.1,243,9231.18%$16.4 million0.01%+556,72613F
Penn Capital Management Company, LLC1,145,0241.09%$15.1 million0.96%+457,36413F
Tenzing Global Management, LLC1,000,0000.95%$13.2 million11.07%-50,00013F
Northern Trust Corp.980,0730.93%$12.9 million0.00%+45,75313F
Hotchkis & Wiley Capital Management LLC897,1700.85%$11.8 million0.03%+251,32013F
Pacer Advisors, Inc.893,7780.85%$11.8 million0.03%+248,99313F
First Trust Advisors LP775,5570.74%$10.2 million0.01%+750,87313F
Morgan Stanley727,0490.69%$9.6 million0.00%-217,28413F
Vanguard Fiduciary Trust Co.686,2530.65%$9.0 million0.00%-14,48713F
New York State Common Retirement Fund679,9680.65%$8.9 million0.01%+201,90613F
Qube Research & Technologies Ltd624,9800.59%$8.2 million0.01%+403,40913F
Aristotle Capital Boston, LLC567,8290.54%$7.5 million0.50%-114,11213F
Panagora Asset Management Inc.559,8340.53%$7.4 million0.02%+140,17513F
Millennium Management LLC487,3490.46%$6.4 million0.00%-151,34013F
Nuveen, LLC469,9880.45%$6.2 million0.00%+7,82813F
Invesco Ltd.462,4620.44%$6.1 million0.00%-87,26913F
Manatuck Hill Partners, LLC459,2600.44%$6.0 million2.00%-75,74013F
JPMorgan Chase & Co.461,3300.44%$5.9 million0.00%+310,23813F
Bank of New York Mellon Corp444,2800.42%$5.8 million0.00%+30,62213F
Squarepoint Ops LLC428,3760.41%$5.6 million0.01%+121,02613F
CIBC Bancorp USA Inc.427,1180.41%$5.6 million0.01%+139,33713F
Johnson Financial Group, LLC414,5900.39%$5.5 million0.29%+3013F
Q Global Advisors, LLC405,3040.39%$5.3 million3.61%+144,51413F
Trexquant Investment LP400,4390.38%$5.3 million0.03%+355,16813F
Algert Global LLC400,2700.38%$5.3 million0.06%+326,44013F
Huber Capital Management LLC368,1630.35%$4.8 million0.71%+42,50013F
Thompson Siegel & Walmsley LLC359,8160.34%$4.7 million0.09%+84,12413F
Balyasny Asset Management L.P.357,9720.34%$4.7 million0.01%+273,94913F
UBS Group AG355,2030.34%$4.7 million0.00%+176,85113F
The 50 largest of the 235 funds that reported a position in HLF in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on HLF

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsPuts2,191,000$28.8 million30 June 202613F
Citadel AdvisorsCalls838,200$11.0 million30 June 202613F
Two Sigma InvestmentsPuts79,600$1.0 million30 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
13 August 202613G/ARenaissance Technologies LLC and 3 others5.0 million4.8%1 April 2026passive, institutional (13d-1(b))EDGAR
6 August 202613G/AFMR LLC and 3 others2.7 million2.6%30 June 2026passive, institutional (13d-1(b))EDGAR
15 May 202613G/ANantahala Capital Management, LLC and 5 others7.0 million6.7%31 March 2026passive, institutional (13d-1(b))EDGAR
6 May 202613GFMR LLC and 3 others5.4 million5.3%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other6.3 million6.1%31 March 2026passive, institutional (13d-1(b))EDGAR
28 April 202613GVanguard Capital Management and 1 other5.2 million5.0%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
13 February 202613G/ANantahala Capital Management, LLC and 5 others8.7 million8.4%31 December 2025passive, institutional (13d-1(b))EDGAR
12 February 202613G/ARenaissance Technologies LLC and 3 others5.6 million5.4%31 December 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
21 September 20269,092$11.89SEC
3 September 202644$12.16SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 9,092 on 21 September 2026. A fail is an operational fact about settlement, not a position.