HERBALIFE LTD. - Common Shares, par value $0.0005 per share (HLF) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares, par value $0.0005 per share
Symbol
HLF on NYSE
Shares outstanding
103,355,440
Price per share
$16.85
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
103,447,638
Total reported value
$1,333,387,255
% of total 13F portfolios
0.01%
Share change
+625,947
Value change
+$17,774,443
Number of holders
223
Price from insider filings
$16.85
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HERBALIFE LTD. - Common Shares, par value $0.0005 per share (HLF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 12% $86,218,081 12,495,374 The Vanguard Group 31 Mar 2025
Nantahala Capital Management, LLC 8.4% +20% $130,054,218 +$23,362,194 8,681,857 +22% Nantahala Capital Management, LLC 31 Dec 2025
BAUPOST GROUP LLC/MA 8.5% $59,404,998 8,609,420 BAUPOST GROUP LLC/MA 31 Dec 2024
Route One Investment Company, L.P. 7.3% +22% $63,544,990 +$11,561,249 7,528,938 +22% Route One Investment Company, L.P. 30 Sep 2025
RENAISSANCE TECHNOLOGIES LLC 5.4% -23% $84,181,129 -$22,010,114 5,619,568 -21% Renaissance Technologies LLC 31 Dec 2025
Long Focus Capital Management, LLC 4.9% -2% $34,106,700 -$745,200 4,943,000 -2.1% LONG FOCUS CAPITAL MANAGEMENT, LLC 31 Mar 2025

As of 31 Dec 2025, 223 institutional investors reported holding 103,447,638 shares of HERBALIFE LTD. - Common Shares, par value $0.0005 per share (HLF). This represents 100% of the company’s total 103,355,440 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of HERBALIFE LTD. - Common Shares, par value $0.0005 per share (HLF) together control 79% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 11% 11,712,200 -3.8% 0% $150,970,258
BAUPOST GROUP LLC/MA 9% 9,259,844 +19% 2.3% $119,359,000
Route One Investment Company, L.P. 7.9% 8,162,123 +8.4% 4.4% $105,209,765
BlackRock, Inc. 7.5% 7,798,814 +2.1% 0% $100,526,717
RENAISSANCE TECHNOLOGIES LLC 5.4% 5,619,568 -16% 0.11% $72,436,232
FMR LLC 3.7% 3,825,960 +2089% 0% $49,316,628
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.6% 2,728,217 -6.3% 0.01% $35,166,717
LSV ASSET MANAGEMENT 2.6% 2,711,394 -1.2% 0.08% $34,950,000
GEODE CAPITAL MANAGEMENT, LLC 2.5% 2,577,634 +1% 0% $33,230,800
GOLDMAN SACHS GROUP INC 2.4% 2,448,586 +17% 0% $31,562,274
STATE STREET CORP 2.3% 2,410,588 -1% 0% $31,072,479
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.3% 2,329,256 +23% 0.02% $30,024,110
Long Focus Capital Management, LLC 2.2% 2,300,000 -34% 1.5% $29,647,000
Quantedge Capital Pte Ltd 2.2% 2,249,683 +5.2% 14% $28,998,414
Solel Partners LP 1.8% 1,860,615 +11% 3.9% $23,983,327
IRIDIAN ASSET MANAGEMENT LLC/CT 1.8% 1,836,381 -25% 8.7% $23,670,951
TWO SIGMA INVESTMENTS, LP 1.8% 1,816,933 -0.84% 0.03% $23,420,266
CITIGROUP INC 1.6% 1,675,129 +83% 0.01% $21,592,413
DIMENSIONAL FUND ADVISORS LP 1.4% 1,451,749 +3.8% 0% $18,712,568
Tenzing Global Management, LLC 1.2% 1,250,000 +18% 14% $16,112,500
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.2% 1,236,268 +50% 0.02% $15,935,495
Bronte Capital Management Pty Ltd. 1.1% 1,120,175 -18% 1.5% $14,439,056
DEUTSCHE BANK AG\ 0.97% 1,002,162 +0.32% 0% $12,917,868
TWO SIGMA ADVISERS, LP 0.9% 932,500 +0.51% 0.02% $12,019,925
MORGAN STANLEY 0.88% 909,550 +0.26% 0% $11,724,103

Institutional Holders of HERBALIFE LTD. - Common Shares, par value $0.0005 per share (HLF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 103,447,638 $1,333,387,255 +$17,774,443 $12.89 223
2025 Q3 103,006,143 $870,606,569 -$10,943,765 $8.44 214
2025 Q2 104,522,796 $903,574,980 -$9,579,534 $8.62 206
2025 Q1 105,669,128 $914,625,053 +$42,856,166 $8.63 209
2024 Q4 101,121,485 $676,465,148 -$60,961,964 $6.69 195
2024 Q3 108,945,621 $784,027,042 -$20,744,709 $7.19 184
2024 Q2 110,643,426 $1,151,773,070 +$44,338,581 $10.39 180
2024 Q1 103,257,504 $1,036,951,373 -$27,479,308 $10.05 181
2023 Q4 104,695,011 $1,597,647,906 +$493,880 $15.26 192
2023 Q3 105,143,709 $1,470,961,992 -$43,437,761 $13.99 195
2023 Q2 108,144,833 $1,433,271,778 +$13,668,437 $13.24 188
2023 Q1 106,690,769 $1,717,463,685 +$26,917,801 $16.10 208
2022 Q4 105,315,802 $1,568,166,237 +$95,632,549 $14.88 213
2022 Q3 97,685,642 $1,943,001,160 -$34,056,752 $19.89 187
2022 Q2 100,059,911 $2,048,535,429 -$205,352,751 $20.45 190
2022 Q1 102,017,388 $3,096,469,978 -$28,427,378 $30.36 213
2021 Q4 101,624,263 $4,159,756,713 -$30,385,567 $40.93 234
2021 Q3 101,940,510 $4,321,104,277 -$188,114,862 $42.38 225
2021 Q2 105,343,530 $5,554,499,707 +$186,786,528 $52.73 244
2021 Q1 103,651,215 $4,597,910,994 -$515,010,233 $44.36 237
2020 Q4 115,214,095 $5,534,863,798 -$144,631,054 $48.05 248
2020 Q3 115,124,440 $5,367,507,116 -$636,920,614 $46.65 223
2020 Q2 129,766,363 $5,835,659,471 +$131,815,512 $44.98 207
2020 Q1 126,712,108 $3,694,837,630 -$63,395,428 $29.16 189
2019 Q4 125,348,397 $5,967,234,588 -$152,371,828 $47.67 206
2019 Q3 128,090,017 $4,842,341,853 -$543,844,361 $37.86 186
2019 Q2 142,090,402 $6,055,688,899 -$138,587,477 $42.76 212
2019 Q1 145,343,185 $7,682,413,548 +$53,213,644 $52.99 261
2018 Q4 143,737,038 $8,451,508,568 +$128,948,849 $58.95 248
2018 Q3 140,550,963 $7,651,344,855 +$82,499,470 $54.55 254
2018 Q2 138,962,863 $7,451,596,585 +$3,128,203,331 $53.72 218
2018 Q1 80,171,437 $7,808,862,906 -$588,785,790 $97.47 198
2017 Q4 86,662,903 $5,864,862,863 -$923,275,696 $67.72 196
2017 Q3 99,675,048 $6,760,271,094 -$82,896,056 $67.83 190
2017 Q2 100,705,591 $7,183,308,396 -$249,826,686 $71.33 201
2017 Q1 104,630,044 $6,086,887,838 +$458,416,484 $58.14 198
2016 Q4 100,162,613 $4,822,785,692 +$331,136,453 $48.14 203
2016 Q3 91,733,093 $5,683,914,689 +$14,665,493 $61.99 222
2016 Q2 91,809,518 $5,373,674,674 -$114,185,948 $58.53 233
2016 Q1 93,546,635 $5,757,609,058 +$768,093,316 $61.56 217
2015 Q4 81,216,226 $4,354,815,538 +$106,339,694 $53.62 205
2015 Q3 79,236,298 $4,317,856,545 -$44,444,243 $54.50 203
2015 Q2 80,033,333 $4,408,952,489 -$20,448,415 $55.09 207
2015 Q1 80,825,130 $3,455,825,244 +$16,002,626 $42.76 193
2014 Q4 80,986,518 $3,049,433,124 -$232,727,539 $37.70 236
2014 Q3 84,821,347 $3,710,828,720 -$84,408,812 $43.75 248
2014 Q2 84,670,409 $5,464,624,092 -$604,917,796 $64.54 282
2014 Q1 94,966,877 $5,438,801,827 -$143,914,740 $57.27 300