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5%+ stakes · Schedule 13D and 13G

Herbalife Ltd.: 5%+ holders

Who has reported owning 5% or more of Herbalife Ltd., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more4
Filings12
Latest filing2026-08-13

Herbalife Ltd. has 12 Schedule 13D or 13G filings on record since 2025-08-13. 4 holders' latest filing reports 5% or more of common shares, par value $0.0005 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Route One Investment Company, L.P.7.3%7,528,938SCHEDULE 13G/A, 2025-10-062025-09-30
Nantahala Capital Management, LLC6.72%6,953,653SCHEDULE 13G/A, 2026-05-152026-03-31
Vanguard Portfolio Management6.12%6,330,563SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5%5,174,384SCHEDULE 13G, 2026-04-282026-03-31
Renaissance Technologies LLC4.79%5,024,668SCHEDULE 13G/A, 2026-08-132026-04-01
Fmr LLC2.6%2,705,654SCHEDULE 13G/A, 2026-08-062026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13

Timeline

FiledHolderPercentFiling
2025-08-13Route One Investment Company, L.P.6%SCHEDULE 13G
2025-08-14Nantahala Capital Management, LLC6.99%SCHEDULE 13G/A
2025-10-06Route One Investment Company, L.P.7.3%SCHEDULE 13G/A
2026-02-12Renaissance Technologies LLC5.44%SCHEDULE 13G/A
2026-02-13Nantahala Capital Management, LLC8.4%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Capital Management5%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.12%SCHEDULE 13G
2026-05-06Fmr LLC5.3%SCHEDULE 13G
2026-05-15Nantahala Capital Management, LLC6.72%SCHEDULE 13G/A
2026-08-06Fmr LLC2.6%SCHEDULE 13G/A
2026-08-13Renaissance Technologies LLC4.79%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/herbalife
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Herbalife Ltd. 5%+ holders: 4 at 5% or more, largest Route One Investment Company, L.P. 7.3%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/herbalife