As of the latest SEC filings, HERBALIFE LTD. (HLF) is held by 243 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $46,483,964.16 in market value, representing a significant portion of its portfolio.
Funds holding HERBALIFE LTD. (HLF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HLF
- CIK:
- 0001180262
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $46,483,964.16 | 3,157,878 | Mar 31, 2026 | May 28, 2026 |
|
FBCHX
Fidelity Blue Chip Growth Fund
|
MF | Fidelity | 0.05% | $46,173,647.00 | 2,781,545 | Apr 30, 2026 | Jun 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.05% | $36,922,352.64 | 2,508,312 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $33,325,182.08 | 2,263,939 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.31% | $30,521,920.96 | 1,563,623 | Feb 28, 2026 | Apr 24, 2026 |
|
VCSAX
VANGUARD CONSUMER STAPLES INDEX FUND
|
ETF | Vanguard | 0.24% | $23,353,688.96 | 1,196,398 | Feb 28, 2026 | Apr 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.03% | $21,218,615.04 | 1,441,482 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $16,975,251.20 | 1,153,210 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.05% | $16,793,224.00 | 1,011,640 | Apr 30, 2026 | Jun 26, 2026 |
|
CALF
Pacer US Small Cap Cash Cows 100 ETF
|
ETF | Pacer | 0.31% | $10,669,185.20 | 642,722 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $10,489,657.60 | 537,380 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.07% | $9,899,860.80 | 507,165 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.05% | $9,760,468.48 | 500,024 | Feb 28, 2026 | Apr 24, 2026 |
|
FBCGX
Fidelity Blue Chip Growth K6 Fund
|
MF | Fidelity | 0.05% | $9,573,220.00 | 576,700 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.07% | $9,083,932.80 | 617,115 | Mar 31, 2026 | May 28, 2026 |
|
FSBDX
Fidelity Series Blue Chip Growth Fund
|
MF | Fidelity | 0.04% | $7,904,920.00 | 476,200 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $6,988,616.60 | 421,001 | Apr 30, 2026 | Jun 24, 2026 |
|
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
ETF | First Trust | 0.63% | $6,574,048.20 | 396,027 | Apr 30, 2026 | Jun 23, 2026 |
|
RSPMX
Victory RS Partners Fund
|
MF | Independent / Boutique | 0.98% | $5,722,988.80 | 388,790 | Mar 31, 2026 | May 28, 2026 |
|
FBCG
Fidelity Blue Chip Growth ETF
|
ETF | Fidelity | 0.09% | $5,646,158.00 | 340,130 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $5,572,719.60 | 335,706 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.07% | $4,957,258.00 | 298,630 | Apr 30, 2026 | Jun 24, 2026 |
|
HUSEX
Huber Small Cap Value Fund
|
MF | Independent / Boutique | 5.06% | $4,721,040.00 | 284,400 | Apr 30, 2026 | Jun 15, 2026 |
|
SFSNX
Schwab Fundamental U.S. Small Company Index Fund
|
MF | Charles Schwab | 0.20% | $4,670,659.00 | 281,365 | Apr 30, 2026 | Jun 25, 2026 |
|
HWMIX
Hotchkis and Wiley Mid-Cap Value Fund
|
MF | Independent / Boutique | 1.13% | $4,495,488.00 | 305,400 | Mar 31, 2026 | Jun 1, 2026 |
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