Herbalife Ltd Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAUPOST GROUP LLC/MA | 08/13/2026 | 9.26 M | $121.77 M | 0.00% | 8.86% |
| BLACKROCK, INC. | 08/07/2026 | 8.37 M | $110.08 M | 7.02% | 8.01% |
| ROUTE ONE INVESTMENT COMPANY, L.P. | 08/14/2026 | 8.35 M | $109.79 M | 1.48% | 7.99% |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 08/19/2026 | 6.60 M | $86.79 M | 17.86% | 6.32% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 6.19 M | $81.43 M | 1.74% | 5.93% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 5.02 M | $66.07 M | -8.64% | 4.81% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 4.41 M | $58.02 M | -0.05% | 4.22% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 3.47 M | $45.57 M | 31.83% | 3.32% |
| SOLEL PARTNERS LP | 08/14/2026 | 2.85 M | $37.45 M | 53.07% | 2.73% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 2.62 M | $34.49 M | -0.12% | 2.51% |
| STATE STREET CORP | 09/22/2026 | 2.55 M | $33.48 M | 5.12% | 2.45% |
| FMR LLC | 08/13/2026 | 2.53 M | $33.21 M | -52.05% | 2.42% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 2.34 M | $30.74 M | 4.08% | 2.24% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 2.26 M | $29.75 M | -12.87% | 2.17% |
| CITADEL ADVISORS LLC | 09/02/2026 | 2.19 M | $28.81 M | 3.43% | 2.10% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 2.12 M | $27.83 M | -13.40% | 2.03% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 2.12 M | $27.83 M | 100.00% | 2.03% |
| IRIDIAN ASSET MANAGEMENT LLC/CT | 07/29/2026 | 2.08 M | $27.33 M | 28.16% | 1.99% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.89 M | $24.79 M | 0.40% | 1.80% |
| QUANTEDGE CAPITAL PTE LTD | 08/06/2026 | 1.85 M | $24.27 M | -3.94% | 1.77% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.79 M | $23.49 M | -42.98% | 1.71% |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.70 M | $22.34 M | 0.00% | 1.63% |
| CITIGROUP INC | 08/03/2026 | 1.40 M | $18.41 M | 600.00% | 1.34% |
| CITIGROUP INC | 08/03/2026 | 1.38 M | $18.17 M | 18.83% | 1.32% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 1.24 M | $16.36 M | 81.01% | 1.19% |
| CAPTION MANAGEMENT, LLC | 08/14/2026 | 1.20 M | $15.78 M | 200.00% | 1.15% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 07/30/2026 | 1.15 M | $15.07 M | 66.51% | 1.10% |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 08/19/2026 | 1.11 M | $14.59 M | -18.06% | 1.06% |
| TENZING GLOBAL MANAGEMENT, LLC | 08/14/2026 | 1.00 M | $13.15 M | -4.76% | 0.96% |
| NORTHERN TRUST CORP | 08/13/2026 | 980.07 K | $12.89 M | 4.90% | 0.94% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 897.17 K | $11.80 M | 38.91% | 0.86% |
| PACER ADVISORS, INC. | 08/13/2026 | 893.78 K | $11.75 M | 38.62% | 0.86% |
| CITADEL ADVISORS LLC | 09/02/2026 | 838.20 K | $11.02 M | -0.60% | 0.80% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 775.56 K | $10.20 M | 3,041.94% | 0.74% |
| MORGAN STANLEY | 08/13/2026 | 727.05 K | $9.56 M | -23.01% | 0.70% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 686.25 K | $9.02 M | -2.07% | 0.66% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 679.97 K | $8.94 M | 42.23% | 0.65% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 624.98 K | $8.22 M | 182.07% | 0.60% |
| ARISTOTLE CAPITAL BOSTON, LLC | 08/14/2026 | 567.83 K | $7.47 M | -16.73% | 0.54% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 559.83 K | $7.36 M | 33.40% | 0.54% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 542.30 K | $7.13 M | -18.39% | 0.52% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 487.35 K | $6.41 M | -23.70% | 0.47% |
| NUVEEN, LLC | 08/11/2026 | 469.99 K | $6.18 M | 1.69% | 0.45% |
| INVESCO LTD. | 08/14/2026 | 462.46 K | $6.08 M | -15.87% | 0.44% |
| JPMORGAN CHASE & CO | 08/12/2026 | 461.33 K | $5.90 M | 205.33% | 0.44% |
| MANATUCK HILL PARTNERS, LLC | 08/14/2026 | 459.26 K | $6.04 M | -14.16% | 0.44% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 444.28 K | $5.84 M | 7.40% | 0.43% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 428.38 K | $5.63 M | 39.38% | 0.41% |
| CIBC BANCORP USA INC. | 08/13/2026 | 427.12 K | $5.62 M | 48.42% | 0.41% |
| JOHNSON FINANCIAL GROUP, LLC | 08/06/2026 | 414.59 K | $5.45 M | 0.01% | 0.40% |
Herbalife Ltd institutional Ownership - FAQ's
During the previous two years, 430 institutional investors and hedge funds held shares of Herbalife Ltd. The most heavily invested institutionals were:
IRIDIAN ASSET MANAGEMENT LLC/CT: 2.06 M
DIMENSIONAL FUND ADVISORS LP: 1.92 M
Penn Capital Management Company, LLC: 1.11 M
CITIGROUP INC: 874,533
Johnson Financial Group, LLC: 414,500
Pekin Hardy Strauss, Inc.: 316,170
102.31% of Herbalife Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 136.66 M shares in the last 24 months. This purchase volume represents approximately $2.28 B in transactions.