Herbalife Ltd Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAUPOST GROUP LLC/MA | 05/14/2026 | 9.26 M | $136.31 M | 0.00% | 8.92% |
| ROUTE ONE INVESTMENT COMPANY, L.P. | 05/15/2026 | 8.23 M | $121.11 M | 0.80% | 7.93% |
| BLACKROCK, INC. | 05/13/2026 | 7.82 M | $115.14 M | 0.29% | 7.54% |
| 05/08/2026 | 6.09 M | $89.59 M | 100.00% | 5.86% | |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 05/15/2026 | 5.60 M | $82.43 M | -28.21% | 5.40% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 5.50 M | $80.96 M | -2.13% | 5.30% |
| FMR LLC | 05/15/2026 | 5.27 M | $77.53 M | 37.66% | 5.07% |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 4.41 M | $64.98 M | 100.00% | 4.25% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 3.13 M | $46.12 M | 27.97% | 3.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.63 M | $38.70 M | 1.97% | 2.53% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 2.63 M | $38.66 M | -3.15% | 2.53% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 2.60 M | $38.22 M | 11.49% | 2.50% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 2.44 M | $35.98 M | -10.42% | 2.35% |
| STATE STREET CORP | 05/15/2026 | 2.42 M | $35.65 M | 0.47% | 2.33% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 2.25 M | $33.07 M | 23.63% | 2.16% |
| CITADEL ADVISORS LLC | 05/15/2026 | 2.12 M | $31.18 M | -4.39% | 2.04% |
| QUANTEDGE CAPITAL PTE LTD | 05/12/2026 | 1.92 M | $28.29 M | -14.58% | 1.85% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.88 M | $27.64 M | 29.34% | 1.81% |
| SOLEL PARTNERS LP | 05/15/2026 | 1.86 M | $27.39 M | 0.00% | 1.79% |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.70 M | $25.01 M | -26.12% | 1.64% |
| IRIDIAN ASSET MANAGEMENT LLC/CT | 04/24/2026 | 1.62 M | $23.87 M | -11.69% | 1.56% |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.35 M | $19.93 M | 53.50% | 1.30% |
| CITIGROUP INC | 05/11/2026 | 1.16 M | $17.11 M | -30.59% | 1.12% |
| TENZING GLOBAL MANAGEMENT, LLC | 05/15/2026 | 1.05 M | $15.46 M | -16.00% | 1.01% |
| WOODLINE PARTNERS LP | 05/15/2026 | 1.03 M | $15.15 M | 100.00% | 0.99% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 1.01 M | $14.90 M | 1.00% | 0.98% |
| MORGAN STANLEY | 05/15/2026 | 944.33 K | $13.90 M | 3.82% | 0.91% |
| BRONTE CAPITAL MANAGEMENT PTY LTD. | 04/27/2026 | 939.93 K | $13.84 M | -16.09% | 0.91% |
| NORTHERN TRUST CORP | 05/14/2026 | 934.32 K | $13.75 M | 3.31% | 0.90% |
| CITADEL ADVISORS LLC | 05/15/2026 | 843.30 K | $12.41 M | 6.33% | 0.81% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 700.74 K | $10.31 M | 100.00% | 0.68% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 05/07/2026 | 687.66 K | $10.13 M | 1,872.97% | 0.66% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 687.20 K | $10.12 M | 25.44% | 0.66% |
| ARISTOTLE CAPITAL BOSTON, LLC | 05/15/2026 | 681.94 K | $10.08 M | -13.52% | 0.66% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 664.50 K | $9.78 M | -31.20% | 0.64% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 645.85 K | $9.51 M | 14.67% | 0.62% |
| PACER ADVISORS, INC. | 06/18/2026 | 644.79 K | $9.49 M | 100.00% | 0.62% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 638.69 K | $9.40 M | 271.92% | 0.62% |
| INVESCO LTD. | 05/12/2026 | 549.73 K | $8.09 M | 6.97% | 0.53% |
| MANATUCK HILL PARTNERS, LLC | 05/15/2026 | 535.00 K | $7.88 M | -38.86% | 0.52% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 478.06 K | $7.04 M | 1,387.71% | 0.46% |
| NUVEEN, LLC | 04/30/2026 | 462.16 K | $6.80 M | 25.85% | 0.45% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 439.85 K | $6.47 M | -64.42% | 0.42% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 423.27 K | $6.23 M | -30.86% | 0.41% |
| PANAGORA ASSET MANAGEMENT INC | 05/14/2026 | 419.66 K | $6.18 M | 100.00% | 0.40% |
| JOHNSON FINANCIAL GROUP, LLC | 05/14/2026 | 414.56 K | $6.10 M | 0.01% | 0.40% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 413.66 K | $6.09 M | -5.77% | 0.40% |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | 05/15/2026 | 402.50 K | $5.92 M | 0.00% | 0.39% |
| CAPTION MANAGEMENT, LLC | 05/15/2026 | 400.00 K | $5.89 M | 644.88% | 0.39% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 391.17 K | $5.76 M | 16.29% | 0.38% |
Herbalife Ltd institutional Ownership - FAQ's
During the previous two years, 421 institutional investors and hedge funds held shares of Herbalife Ltd. The most heavily invested institutionals were:
LSV ASSET MANAGEMENT: 2.62 M
IRIDIAN ASSET MANAGEMENT LLC/CT: 2.08 M
Quantedge Capital Pte Ltd: 1.85 M
CITIGROUP INC: 1.38 M
Penn Capital Management Company, LLC: 1.15 M
NEW YORK STATE COMMON RETIREMENT FUND: 679,968
102.05% of Herbalife Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 126.65 M shares in the last 24 months. This purchase volume represents approximately $2.12 B in transactions.