Lifevantage Corp
LFVN- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000849146
In the last 90 days, Lifevantage Corp insiders filed 1 open-market purchase and 1 sale; 88 institutions reported holding it in 13F filings for Q2 2026, worth $36.9M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Lifevantage Corp as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 48
- +4 vs. Q1 2023
- Shares held
- 2.99M
- +126.2K (+4.4%) vs. Q1 2023
- Total value
- $13.0M
- +$2.74M (+26.7%) vs. Q1 2023
- New holders
- 9
- 8 more added
- Sold out
- 5
- 12 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LFVN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 88 | $36.9M |
| Q1 2026 | 104 | $32.8M |
| Q4 2025 | 111 | $46.8M |
| Q3 2025 | 107 | $71.3M |
| Q2 2025 | 112 | $96.5M |
| Q1 2025 | 106 | $93.9M |
| Q4 2024 | 78 | $72.9M |
| Q3 2024 | 69 | $45.7M |
| Q2 2024 | 56 | $19.2M |
| Q1 2024 | 52 | $17.8M |
| Q4 2023 | 53 | $17.5M |
| Q3 2023 | 53 | $19.4M |
| Q2 2023 | 48 | $13.0M |
| Q1 2023 | 44 | $10.3M |
| Q4 2022 | 44 | $11.0M |
| Q3 2022 | 48 | $11.6M |
| Q2 2022 | 49 | $14.9M |
| Q1 2022 | 49 | $17.2M |
| Q4 2021 | 51 | $23.9M |
| Q3 2021 | 60 | $29.7M |
| Q2 2021 | 76 | $39.5M |
| Q1 2021 | 83 | $65.7M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Lifevantage Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 153 | $668 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 175 | $761 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $870 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 231 | $1.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 391 | $1.70K | 0.00% | +200+104.7% | Added |
| IFP Advisors, Inc | 400 | $1.92K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 556 | $2.42K | 0.00% | +556 | New |
| Sound Income Strategies, LLC | 608 | $2.65K | 0.00% | +608 | New |
| FMR LLC | 700 | $3.04K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 945 | $4.11K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 965 | $4.20K | 0.00% | +965 | New |
| JPMorgan Chase & Co | 998 | $4.34K | 0.00% | +998 | New |
| Harbour Investments, Inc. | 1,125 | $4.89K | 0.00% | −910−44.7% | Reduced |
| GWM Advisors LLC | 1,214 | $5.28K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,514 | $6.59K | 0.00% | +4+0.3% | Added |
| St. Johns Investment Management Company, LLC | 2,075 | $9.03K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,270 | $14.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,895 | $16.9K | 0.00% | −7,283−65.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,936 | $17.1K | 0.00% | −119−2.9% | Reduced |
| Royal Bank of Canada | 10,088 | $43.0K | 0.00% | −21,015−67.6% | Reduced |
| New England Professional Planning Group Inc. | 10,384 | $45.2K | 0.03% | +67+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,414 | $45.3K | 0.00% | 00.0% | Unchanged |
| Carlsbad Wealth Advisory Group, Inc. | 14,573 | $63.4K | 0.04% | +14,573 | New |
| Hantz Financial Services, Inc. | 14,653 | $64.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,844 | $68.9K | 0.00% | −5,876−27.1% | Reduced |
| Northern Trust Corp | 19,297 | $83.9K | 0.00% | −100−0.5% | Reduced |
| EP Wealth Advisors, LLC | 20,401 | $84.6K | 0.00% | +14,941+273.6% | Added |
| Morgan Stanley | 20,393 | $88.7K | 0.00% | −15,804−43.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,609 | $89.6K | 0.00% | +20,609 | New |
| Susquehanna International Group, LLP | 22,072 | $96.0K | 0.00% | −8,675−28.2% | Reduced |
| Price T Rowe Associates Inc | 25,900 | $113.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 30,358 | $132.1K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 41,764 | $181.7K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 46,191 | $200.9K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 58,911 | $256.3K | 0.01% | +58,911 | New |
| EA Series Trust | 58,911 | $256.3K | 0.01% | +58,911 | New |
| American Century Companies Inc | 58,914 | $256.3K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 68,838 | $299.4K | 0.00% | −67−0.1% | Reduced |
| Millennium Management LLC | 69,400 | $301.9K | 0.00% | +2,138+3.2% | Added |
| Perkins Capital Management Inc | 76,113 | $331.0K | 0.29% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 120,357 | $523.6K | 0.00% | +2,462+2.1% | Added |
| Bridgeway Capital Management, LLC | 148,911 | $647.8K | 0.02% | +2,046+1.4% | Added |
| BlackRock Inc. | 206,789 | $899.5K | 0.00% | −305−0.1% | Reduced |
| Acadian Asset Management LLC | 229,936 | $999.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 239,950 | $1.04M | 0.00% | +17,315+7.8% | Added |
| Vanguard Group Inc | 462,212 | $2.01M | 0.00% | −1,316−0.3% | Reduced |
| Renaissance Technologies LLC | 843,218 | $3.67M | 0.01% | −3,100−0.4% | Reduced |
| Wealth Management Resources, Inc. | 2,931 | – | – | +2,931 | New |
| UBS Group AG | 0 | $0 | 0.00% | −4,736−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,686−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |