HLFNYSEWholesale-Drugs, Proprietaries & Druggists' SundriesFiscal year ends December 31
HERBALIFE LTD.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$13.88−0.72 (-4.93%)
Close on Oct 19, 2026
- Market cap
- $1.45B
- P/E (TTM)
- 9.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
105M of 105M shares
Institutional holders
234
32 new, 44 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
4 buys · 4 sales
Net sold $2.37M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Baupost Group GP, L.L.C. | 8,609,420 | 8.46% | 13G (passive) amendment | Dec 31, 2024 |
| Jason E. Moment | 7,528,938 | 7.30% | 13G (passive) amendment | Sep 30, 2025 |
| BlackRock, Inc. | 7,401,578 | 7.50% | 13G (passive) amendment | Dec 31, 2023 |
| Renaissance Technologies LLC | 7,088,868 | 7.03% | 13G (passive) amendment | Dec 31, 2024 |
| Nantahala Capital Management, LLC | 6,953,653 | 6.72% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Portfolio Management | 6,330,563 | 6.12% | 13G (passive) | Mar 31, 2026 |
| Route One Investment Company, LLC | 6,159,138 | 6.00% | 13G (passive) | Jun 30, 2025 |
| Daniel Mack | 5,900,000 | 5.82% | 13G (passive) | Mar 31, 2025 |
| Vanguard Capital Management | 5,174,384 | 5.00% | 13G (passive) | Mar 31, 2026 |
| Long Focus Capital Management, LLC | 5,051,000 | 5.00% | 13G (passive) | Jan 29, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HLF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Baupost Group LLC/Ma | 9,259,844 | 8.84% | $121.77K | – | 2.25% |
| BlackRock, Inc. | 8,371,046 | 7.99% | $110.08M | +549,342 | 0.00% |
| Route One Investment Company, L.P. | 8,348,800 | 7.97% | $109.79M | +121,500 | 4.41% |
| Vanguard Portfolio Management LLC | 6,192,277 | 5.91% | $81.43M | +106,192 | 0.00% |
| Renaissance Technologies LLC | 5,024,668 | 4.79% | $66.07M | −475,300 | 0.09% |
| Vanguard Capital Management LLC | 4,411,900 | 4.21% | $58.02M | −2,357 | 0.00% |
| Geode Capital Management, LLC | 3,465,068 | 3.31% | $45.57M | +836,631 | 0.00% |
| Solel Partners LP | 2,848,115 | 2.72% | $37.45M | +987,500 | 6.36% |
| Lsv Asset Management | 2,622,894 | 2.50% | $34.49K | −3,200 | 0.06% |
| State Street Corp | 2,545,868 | 2.43% | $33.48M | +124,047 | 0.00% |
| FMR LLC | 2,525,538 | 2.41% | $33.21M | −2,741,302 | 0.00% |
| Two Sigma Investments, LP | 2,337,889 | 2.23% | $30.74M | +91,624 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 2,262,525 | 2.16% | $29.75M | −334,270 | 0.01% |
| Nantahala Capital Management, LLC | 2,218,308 | 2.12% | $29.17M | +864,655 | 0.48% |
| Charles Schwab Investment Management Inc | 2,116,414 | 2.02% | $27.83M | −327,574 | 0.00% |
| Iridian Asset Management LLC/Ct | 2,078,280 | 1.98% | $27.33M | +456,662 | 9.39% |
| Dimensional Fund Advisors LP | 1,885,302 | 1.80% | $24.79M | +7,585 | 0.00% |
| Quantedge Capital Pte Ltd | 1,845,888 | 1.76% | $24.27M | −75,770 | 18.41% |
| Goldman Sachs Group Inc | 1,786,617 | 1.70% | $23.49M | −1,346,819 | 0.00% |
| Long Focus Capital Management, LLC | 1,699,200 | 1.62% | $22.34M | – | 0.57% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 234 | 105M | 100.0% | 32 / 97 | 71 / 44 | 13M | 13M |
| Q1 2026 | 253 | 105M | 100.0% | 57 / 84 | 74 / 32 | 23M | 10M |
| Q4 2025 | 231 | 104M | 98.8% | 42 / 72 | 86 / 25 | 13M | 13M |
| Q3 2025 | 218 | 103M | 98.5% | 38 / 70 | 75 / 27 | 10M | 11M |
| Q2 2025 | 210 | 105M | 99.8% | 34 / 76 | 65 / 37 | 9M | 10M |
| Q1 2025 | 214 | 106M | 100.0% | 39 / 79 | 64 / 23 | 17M | 12M |
| Q4 2024 | 199 | 101M | 96.8% | 46 / 79 | 46 / 34 | 23M | 31M |
| Q3 2024 | 187 | 109M | 100.0% | 34 / 62 | 61 / 27 | 16M | 10M |
| Q2 2024 | 181 | 111M | 100.0% | 34 / 71 | 49 / 33 | 13M | 23M |
| Q1 2024 | 185 | 121M | 100.0% | 29 / 66 | 65 / 41 | 23M | 14M |
| Q4 2023 | 197 | 112M | 100.0% | 27 / 76 | 72 / 23 | 16M | 9M |
| Q3 2023 | 197 | 105M | 100.0% | 25 / 75 | 69 / 20 | 7M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HLF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,123,063 | 2.98% | $41.07M | 0.00% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,256,385 | 2.15% | $29.67M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,430,776 | 1.37% | $18.81M | 0.03% | Jun 30, 2026 |
| Vanguard Consumer Staples Index Fund | 1,211,682 | 1.16% | $14.49M | 0.16% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 1,183,085 | 1.13% | $15.56M | 0.02% | Jun 30, 2026 |
| Pacer US Small Cap Cash Cows 100 ETF | 884,079 | 0.84% | $10.98M | 0.30% | Jul 31, 2026 |
| Victory RS Partners Fund | 690,940 | 0.66% | $9.09M | 1.34% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 525,781 | 0.50% | $6.29M | 0.04% | May 31, 2026 |
| Hotchkis and Wiley Mid-Cap Value Fund | 449,200 | 0.43% | $5.91M | 1.51% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 321,616 | 0.31% | $3.99M | 0.03% | Jul 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 290,900 | 0.28% | $3.61M | 0.09% | Jul 31, 2026 |
| VictoryShares US Small Mid Cap Value Momentum ETF | 284,592 | 0.27% | $3.74M | 0.21% | Jun 30, 2026 |
| Huber Small Cap Value Fund | 284,400 | 0.27% | $3.53M | 3.44% | Jul 31, 2026 |
| Invesco Food & Beverage ETF | 244,704 | 0.23% | $3.04M | 2.82% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 236,465 | 0.23% | $3.11M | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Frank Lamberti | Chief Commercial Officer | 34,914 | 0.03% | Aug 5, 2026 |
| Troy Hicks | Chief Operating Officer | 9,706 | 0.01% | May 20, 2026 |
| Robert Levy | President | 587,194 | 0.56% | May 12, 2026 |
| Jehangir D. Irani | SVP, Chief Accounting Officer | 46,371 | 0.04% | May 5, 2026 |
| Henry C. Wang | Chief Legal Officer | 142,514 | 0.14% | May 5, 2026 |
| Stephan Paulo Gratziani | Chief Executive Officer | 107,310 | 0.10% | May 5, 2026 |
| John DeSimone | Chief Financial Officer | 274,547 | 0.26% | Mar 3, 2026 |
| Ibelis Montesino | MD, North America | 33,499 | 0.03% | May 12, 2025 |
| Sophie L'Helias | Director | 79,882 | 0.08% | Jun 4, 2026 |
| Des Walsh | Director | 111,879 | 0.11% | May 20, 2026 |
| Lynda Cloud | Director | 50,736 | 0.05% | May 12, 2026 |
| Michael J. Levitt | Director | 49,393 | 0.05% | May 12, 2026 |
| Richard H. Carmona | Director | 83,645 | 0.08% | May 12, 2026 |
| Maria Otero | Director | 95,129 | 0.09% | May 12, 2026 |
| Donal L. Mulligan | Director | 128,982 | 0.12% | May 12, 2026 |
| Juan Miguel Mendoza | Director | 181,879 | 0.17% | May 12, 2026 |
| Perkins Miller | Director | 50,769 | 0.05% | May 12, 2026 |
| Rodica Macadrai | Director | 67,441 | 0.06% | May 12, 2026 |
| Michael Johnson | Director | 1,113,659 | 1.06% | Mar 3, 2026 |
| Genes Celine Del | Director | 55,818 | 0.05% | May 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Frank Lamberti Chief Commercial Officer | Aug 4, 2026 | Tax withholding | −1,710 | $12.80 | $21.89K | 34,914 |
| Sophie L'Helias Director | Jun 4, 2026 | Buy | +1,200 | $11.31 | $13.57K | 79,882 |
| Troy Hicks Chief Operating Officer | May 19, 2026 | Sale | −10,000 | $12.32 | $123.20K | 9,706 |
| Troy Hicks Chief Operating Officer | May 18, 2026 | Tax withholding | −14,562 | $12.59 | $183.34K | 11,981 |
| Troy Hicks Chief Operating Officer | May 18, 2026 | Tax withholding | −58,064 | $12.59 | $731.03K | 19,706 |
| Troy Hicks Chief Operating Officer | May 18, 2026 | Option exercise | +65,789 | $9.58 | $630.26K | 77,770 |
| Troy Hicks Chief Operating Officer | May 18, 2026 | Option exercise | +17,481 | $8.31 | $145.27K | 26,543 |
| Troy Hicks Chief Operating Officer | May 18, 2026 | Sale | −38,377 | $12.93 | $496.21K | 9,062 |
| Frank Lamberti Chief Commercial Officer | May 12, 2026 | Sale | −134,982 | $13.50 | $1.82M | 36,624 |
| Frank Lamberti Chief Commercial Officer | May 11, 2026 | Sale | −7,937 | $13.86 | $110.01K | 171,606 |
| Richard H. Carmona Director | May 8, 2026 | Award | +11,879 | – | – | 83,645 |
| Perkins Miller Director | May 8, 2026 | Award | +13,626 | – | – | 50,769 |
| Juan Miguel Mendoza Director | May 8, 2026 | Award | +11,879 | – | – | 181,879 |
| Michael J. Levitt Director | May 8, 2026 | Award | +11,879 | – | – | 49,393 |
| Sophie L'Helias Director | May 8, 2026 | Award | +11,879 | – | – | 78,682 |
| Maria Otero Director | May 8, 2026 | Award | +11,879 | – | – | 95,129 |
| Des Walsh Director | May 8, 2026 | Award | +11,879 | – | – | 61,879 |
| Rodica Macadrai Director | May 8, 2026 | Award | +11,879 | – | – | 67,441 |
| Donal L. Mulligan Director | May 8, 2026 | Award | +11,879 | – | – | 68,982 |
| Lynda Cloud Director | May 8, 2026 | Award | +11,879 | – | – | 50,736 |
| Frank Lamberti Chief Commercial Officer | May 4, 2026 | Tax withholding | −2,027 | $15.82 | $32.07K | 179,543 |
| Troy Hicks Chief Operating Officer | May 4, 2026 | Tax withholding | −2,877 | $15.82 | $45.51K | 44,032 |
| Henry C. Wang Chief Legal Officer | May 4, 2026 | Tax withholding | −4,365 | $15.82 | $69.05K | 142,514 |
| Robert Levy President | May 4, 2026 | Tax withholding | −2,027 | $15.82 | $32.07K | 11,405 |
| Jehangir D. Irani SVP, Chief Accounting Officer | May 4, 2026 | Tax withholding | −3,742 | $15.82 | $59.20K | 46,371 |
| Frank Lamberti Chief Commercial Officer | May 3, 2026 | Tax withholding | −6,197 | $16.28 | $100.89K | 181,570 |
| Troy Hicks Chief Operating Officer | May 3, 2026 | Tax withholding | −3,337 | $16.28 | $54.33K | 47,369 |
| Henry C. Wang Chief Legal Officer | May 3, 2026 | Tax withholding | −6,197 | $16.28 | $100.89K | 146,879 |
| Robert Levy President | May 3, 2026 | Tax withholding | −2,877 | $16.28 | $46.84K | 13,432 |
| Jehangir D. Irani SVP, Chief Accounting Officer | May 3, 2026 | Tax withholding | −5,311 | $16.28 | $86.46K | 50,113 |
| Stephan Paulo Gratziani Chief Executive Officer | May 3, 2026 | Tax withholding | −7,873 | $16.28 | $128.17K | 107,310 |
| Michael Johnson Director | Feb 25, 2026 | Award | +72,689 | – | – | 887,415 |
| Michael Johnson Executive Chairman, Director | Feb 25, 2026 | Award | +72,689 | – | – | 887,415 |
| Stephan Paulo Gratziani Chief Executive Officer | Feb 16, 2026 | Tax withholding | −3,664 | $15.90 | $58.26K | 115,183 |
| John DeSimone Chief Financial Officer | Feb 16, 2026 | Tax withholding | −17,382 | $15.90 | $276.37K | 241,144 |
| Sophie L'Helias Director | Dec 1, 2025 | Buy | +800 | $12.70 | $10.16K | 66,803 |
| Sophie L'Helias Director | Nov 26, 2025 | Buy | +400 | $13.22 | $5.29K | 66,003 |
| Lynda Cloud Director | Nov 18, 2025 | Buy | +17,000 | $8.97 | $152.49K | 38,857 |
| Stephan Paulo Gratziani Chief Executive Officer | Nov 3, 2025 | Tax withholding | −3,463 | $8.07 | $27.95K | 118,847 |
| Michael Johnson Director | Aug 29, 2025 | Tax withholding | −125,849 | $9.78 | $1.23M | 814,726 |
| Juan Miguel Mendoza Director | Jun 5, 2025 | Buy | +3,143 | $7.50 | $23.57K | 170,000 |
| Juan Miguel Mendoza Director | May 22, 2025 | Buy | +5,000 | $6.75 | $33.75K | 166,857 |
| Henry C. Wang Chief Legal Officer | May 4, 2025 | Tax withholding | −4,356 | $7.32 | $31.89K | 148,977 |
| Troy Hicks Chief Operating Officer | May 4, 2025 | Tax withholding | −3,330 | $7.32 | $24.38K | 50,246 |
| Jehangir D. Irani SVP, PAO | May 4, 2025 | Tax withholding | −3,734 | $7.32 | $27.33K | 55,424 |
| Stephan Paulo Gratziani Chief Executive Officer | May 3, 2025 | Tax withholding | −7,873 | $7.32 | $57.63K | 122,310 |
| Henry C. Wang Chief Legal Officer | May 3, 2025 | Tax withholding | −6,184 | $7.32 | $45.27K | 153,333 |
| Troy Hicks Chief Operating Officer | May 3, 2025 | Tax withholding | −2,871 | $7.32 | $21.02K | 53,576 |
| Jehangir D. Irani SVP, PAO | May 3, 2025 | Tax withholding | −5,301 | $7.32 | $38.80K | 59,158 |
| Perkins Miller Director | May 2, 2025 | Award | +25,273 | – | – | 37,143 |
| Richard H. Carmona Director | May 2, 2025 | Award | +21,857 | – | – | 71,766 |
| Juan Miguel Mendoza Director | May 2, 2025 | Award | +21,857 | – | – | 161,857 |
| Juan Miguel Mendoza Director | May 2, 2025 | Buy | +5,000 | $6.73 | $33.65K | 140,000 |
| Genes Celine Del Director | May 2, 2025 | Award | +21,857 | – | – | 55,818 |
| Rodica Macadrai Director | May 2, 2025 | Award | +21,857 | – | – | 55,562 |
| Sophie L'Helias Director | May 2, 2025 | Award | +21,857 | – | – | 65,603 |
| Lynda Cloud Director | May 2, 2025 | Award | +21,857 | – | – | 21,857 |
| Donal L. Mulligan Director | May 2, 2025 | Award | +21,857 | – | – | 57,103 |
| Maria Otero Director | May 2, 2025 | Award | +21,857 | – | – | 80,050 |
| Michael J. Levitt Director | May 2, 2025 | Award | +21,857 | – | – | 37,514 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Troy Hicks Officer | May 19, 2026 | 10,000 | $123.25K | May 19, 2026 | Stock Appreciation Rights |
| Troy Hicks Officer | May 18, 2026 | 38,377 | $496.31K | May 18, 2026 | RSU / ESPP - See Remarks |
| Frank Lamberti Officer | May 12, 2026 | 134,982 | $1.82M | May 12, 2026 | Restricted Stock Vesting |
| Frank Lamberti Officer | May 11, 2026 | 7,937 | $110.00K | May 11, 2026 | Restricted Stock Lapse |
| Alan W. LeFevre Former Director | Jun 10, 2025 | 40,000 | $298.17K | May 5, 2025 | Open Market Purchase |
| Ibelis Montesino Officer | Aug 30, 2023 | 6,604 | $98.99K | Aug 30, 2023 | Restricted Stock Lapse |