Herbalife Nutrition Ltd.· HLF

🇺🇸 US · SmallBroad USNYSE

Consumer Defensive Packaged Foods Website

Price: $11.89
Day: +1.71%
Mkt Cap: $1.23B
52W Range: $7.56 – $20.40
Volume: 3.00M
Beta: 0.86

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.4 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 257 institutions hold; 136 added, 68 reduced

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Herbalife Nutrition Ltd.

HLF|Consumer Defensive|Packaged Foods

Current price: $12

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

New

no prior selling to compare against

Seller breadth · Q2 2026

2 sellers

vs 0.0 avg per quarter

Institutional net breadth · Q2 2026

+57

173 adding vs 116 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BAUPOST GROUP LLC/MA

9.3M

-0.7%

BLACKROCK, INC.

8.4M

+6.3%

ROUTE ONE INVESTMENT COMPANY, L.P.

8.3M

+0.8%

NANTAHALA CAPITAL MANAGEMENT, LLC

6.6M

+17.9%

NANTAHALA CAPITAL MANAGEMENT, LLC

6.6M

+17.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.2M

+1.1%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

18 buying69 unchanged11 selling

98 funds held HLF in Q2 2026, holding 16.7M shares between them, up 2.1% on the quarter.

Largest fund holders

FPA FUNDS TRUST1.6M sh

SEI INSTITUTIONAL MANAGED TRUST171.2K sh

VANGUARD HORIZON FUNDS160.2K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 12

Lamberti Frank

$1.8M

Sale · May 18

Hicks Troy

$496.3K

Purchase · Nov 18

Cloud Lynda

$152.5K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore HLF on stockoscope.com→

Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

HLF Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+22

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for HLF

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Insiders bought and sold in Q2 2026

Minor: 1 purchase totaling $13.6K (1.2K shares)

4 sales totaling $2.6M (191.3K shares)

Share volume is below the historical average

New

Selling pace

no prior selling to compare against

1.13%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 0.0 avg per quarter

$13.6K

Insider buying

1 buyer in Q2 2026

Notable Recent Transactions, HLF

Top 8 highest-value insider trades from the last 8 quarters

Lamberti Frank

Chief Commercial Officer

Sell

134,982 shares at $13.50

≈78.7% of their stake at the time

May 12, 2026$1.82M

Hicks Troy

COO

Sell

38,377 shares at $12.93

≈80.9% of their stake at the time

May 18, 2026$496.31K

Cloud Lynda

Director

Buy

17,000 shares at $8.97

≈43.8% of their stake after buying

Nov 18, 2025$152.49K

Hicks Troy

COO

Sell

10,000 shares at $12.32

≈50.7% of their stake at the time

May 19, 2026$123.25K

Lamberti Frank

Chief Commercial Officer

Sell

7,937 shares at $13.86

≈4.4% of their stake at the time

May 11, 2026$110.00K

Mendoza Juan Miguel

Director

Buy

5,000 shares at $8.25

≈3.8% of their stake after buying

Feb 27, 2025$41.25K

Mendoza Juan Miguel

Director

Buy

5,000 shares at $6.75

≈3.0% of their stake after buying

May 22, 2025$33.75K

Mendoza Juan Miguel

Director

Buy

5,000 shares at $6.73

≈3.6% of their stake after buying

May 2, 2025$33.65K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for HLF

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Slight accumulation: 173 adding vs 116 reducing

Momentum weakening from prior quarter

+57

Net breadth

173 adding vs 116 reducing

Accumulating

1.49

Add / reduce ratio

in Q2 2026

-11

New − closed

37 initiated, 48 exited

7 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+173 growing-116 shrinkingNet: +57

136

New (37)

Increased (136)

Reduced (68)

Closed (48)

Top Institutional Holders, HLF

Largest 8 institutional positions by ownership percentage as of Q2 2026

BAUPOST GROUP LLC/MA

9.3M

$121.8M

Ownership

8.86%

-0.7%

BLACKROCK, INC.

8.4M

$110.1M

Ownership

8.01%

+6.3%

ROUTE ONE INVESTMENT COMPANY, L.P.

8.3M

$109.8M

Ownership

7.99%

+0.8%

NANTAHALA CAPITAL MANAGEMENT, LLC

6.6M

$86.8M

Ownership

6.36%

+17.9%

NANTAHALA CAPITAL MANAGEMENT, LLC

6.6M

$86.8M

Ownership

6.32%

+17.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.2M

$81.4M

Ownership

5.93%

+1.1%

RENAISSANCE TECHNOLOGIES LLC

5.0M

$66.1M

Ownership

4.81%

-9.3%

VANGUARD CAPITAL MANAGEMENT LLC

4.4M

$58.0M

Ownership

4.22%

-0.7%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 98 ETFs and mutual funds reporting

18 buying11 sellingNet: +7

Buying (18)

Unchanged (69)

Selling (11)

In total, funds bought 964.7K shares and sold 606.4K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

98 ETFs and mutual funds reporting

18 funds buying vs 11 selling

Top Fund Holders, HLF

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

FPA FUNDS TRUST

1.6M

Weight

—

Jul 31, 2026No change

SEI INSTITUTIONAL MANAGED TRUST

171.2K

Weight

0.18%

Jun 30, 2026Increased

VANGUARD HORIZON FUNDS

160.2K

Weight

0.58%

Jun 30, 2026No change

SEI Exchange Traded Funds

115.8K

Weight

0.66%

Jun 30, 2026Increased

VANGUARD TAX-MANAGED FUNDS

81.7K

Weight

0.03%

Jun 30, 2026No change

VANGUARD MALVERN FUNDS

67.2K

Weight

0.00%

Jun 30, 2026No change

HUSSMAN INVESTMENT TRUST

63.0K

Weight

1.37%

Jun 30, 2026No change

TIMOTHY PLAN

27.5K

Weight

0.48%

Jun 30, 2026Increased

Herbalife Nutrition Ltd.· HLF

Holdings Analysis

Insider Trading Activity

1.3Transaction History77Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings112Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History77Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings112Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights