Herbalife Nutrition Ownership | Who Owns Herbalife Nutrition?

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Herbalife Nutrition Ownership Summary

Herbalife Nutrition is owned by 107.92% institutional investors, 1.77% insiders. Vanguard group is the largest institutional shareholder, holding 10.35% of HLF shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.94% of its assets in Herbalife Nutrition shares.

HLF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Herbalife Nutrition	107.92%	1.77%	-9.69%
Sector	Consumer Defensive Stocks	51.56%	13.97%	34.47%
Industry	Packaged Foods Stocks	56.29%	13.62%	30.08%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	10.42M	10.35%	$108.22M
Windacre partnership	8.70M	8.65%	$90.43M
Route one investment company	8.63M	8.58%	$89.68M
Blackrock	7.47M	7.43%	$77.64M
Renaissance	6.65M	6.61%	$69.13M
Morgan stanley	6.06M	6.03%	$63.01M
Ubs group	5.18M	5.15%	$53.83M
Baupost group llc/ma	5.12M	5.09%	$53.24M
Bank of montreal /can/	3.78M	3.75%	$41.35M
State street	3.24M	3.22%	$33.68M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Prentice capital management, lp	184.10K	4.50%	$1.91M
Iridian asset management llc/ct	1.55M	3.64%	$16.11M
Route one investment company	8.63M	3.11%	$89.68M
Bronte capital management pty	2.70M	2.19%	$28.02M
Solel partners lp	1.17M	1.98%	$12.15M
Baupost group llc/ma	5.12M	1.47%	$53.24M
Long focus capital management	3.20M	1.27%	$33.28M
Windacre partnership	8.70M	1.19%	$90.43M
Camber capital management lp	3.00M	0.86%	$31.17M
Pekin hardy strauss	341.20K	0.49%	$3.55M

Top Buyers

Holder	Shares	% Assets	Change
Hbk investments l p	3.08M	0.16%	3.08M
Baupost group llc/ma	5.12M	1.47%	2.88M
Marshall wace, llp	1.98M	0.03%	1.89M
Whitebox advisors	1.50M	0.45%	1.50M
Arrowstreet capital, limited partnership	753.16K	0.01%	753.16K

Top Sellers

Holder	Shares	% Assets	Change
State street	3.24M	0.00%	-2.69M
Millennium management	56.60K	0.00%	-1.44M
Morgan stanley	6.06M	0.00%	-1.11M
Intrinsic edge capital management	-	-	-832.83K
Windacre partnership	8.70M	1.19%	-500.00K

New Positions

Holder	Shares	% Assets	Change	Value
Hbk investments l p	3.08M	0.16%	3.08M	$32.05M
Whitebox advisors	1.50M	0.45%	1.50M	$15.59M
Balyasny asset management	545.00K	0.01%	545.00K	$5.66M
Jupiter asset management	329.08K	0.03%	329.08K	$3.42M
Man group	119.76K	0.00%	119.76K	$1.24M

Sold Out

Holder	Change
Sjs investment consulting	-3.00
Jfs wealth advisors	-10.00
Dinuzzo private wealth	-11.00
Cypress capital	-16.00
Nelson, van denburg & campbell wealth management group	-20.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	215	0.47%	108,894,804	-1.57%	107	0.89%	93	-12.26%	65	18.18%
Jun 30, 2024	214	3.38%	110,636,128	3.78%	109	0.96%	106	11.58%	55	-22.54%
Mar 31, 2024	207	-9.21%	106,607,912	1.83%	106	0.96%	95	-6.86%	71	-4.05%
Dec 31, 2023	228	-	104,695,084	0.09%	105	0.95%	102	0.99%	74	10.45%
Sep 30, 2023	228	5.07%	104,597,717	-3.39%	105	0.88%	101	7.45%	67	-2.90%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	2.96M	2.94%	4.51K
iShares Russell 2000 ETF	2.84M	2.82%	-5.94K
Vanguard Small Cap Index	2.40M	2.38%	4.70K
FPA Crescent	1.63M	1.62%	-
FPA Contrarian Value	1.63M	1.62%	-
Vanguard Small Cap Value Index Inv	1.62M	1.61%	-560.00
Vanguard Institutional Extnd Mkt Idx Tr	1.51M	1.50%	-18.96K
Schwab Fundamental U.S. Small CompanyETF	1.40M	1.39%	-
Xtrackers S&P 500 Swap ETF 1C	1.08M	1.08%	-
Fidelity Small Cap Index	1.02M	1.01%	-23.40K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 08, 2024	Mendoza Juan Miguel	-	Buy	$21.23K
Nov 05, 2024	Mendoza Juan Miguel	-	Buy	$20.00K
Nov 04, 2024	Mendoza Juan Miguel	-	Buy	$19.95K
Sep 09, 2024	Mendoza Juan Miguel	-	Buy	$71.10K
Aug 26, 2024	Mendoza Juan Miguel	-	Buy	$87.20K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	3	-
2024 Q3	3	-
2024 Q2	6	-
2024 Q1	8	-
2023 Q4	-	-

HLF Ownership FAQ

Who Owns Herbalife Nutrition?

Herbalife Nutrition shareholders are primarily institutional investors at 107.92%, followed by 1.77% insiders and -9.69% retail investors. The average institutional ownership in Herbalife Nutrition's industry, Packaged Foods Stocks, is 56.29%, which Herbalife Nutrition exceeds.

Who owns the most shares of Herbalife Nutrition?

Herbalife Nutrition’s largest shareholders are Vanguard group (10.42M shares, 10.35%), Windacre partnership (8.7M shares, 8.65%), and Route one investment company (8.63M shares, 8.58%). Together, they hold 27.59% of Herbalife Nutrition’s total shares outstanding.

Does Blackrock own Herbalife Nutrition?

Yes, BlackRock owns 7.43% of Herbalife Nutrition, totaling 7.47M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 77.64M$. In the last quarter, BlackRock increased its holdings by 264.46K shares, a 3.67% change.

Who is Herbalife Nutrition’s biggest shareholder by percentage of total assets invested?

Prentice capital management, lp is Herbalife Nutrition’s biggest shareholder by percentage of total assets invested, with 4.50% of its assets in 184.1K Herbalife Nutrition shares, valued at 1.91M$.

Who is the top mutual fund holder of Herbalife Nutrition shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Herbalife Nutrition shares, with 2.94% of its total shares outstanding invested in 2.96M Herbalife Nutrition shares.

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