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Livermore
Livermore
ZHEN

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, Q3 2023

Institutional positions in Lifevantage Corp as of Sep 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
53
+7 vs. Q2 2023
Shares held
3.00M
+83.5K (+2.9%) vs. Q2 2023
Total value
$19.4M
+$6.68M (+52.7%) vs. Q2 2023
New holders
12
9 more added
Sold out
5
16 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 53 institutions
Q1 2021: 83 institutionsQ2 2021: 76 institutionsQ3 2021: 60 institutionsQ4 2021: 51 institutionsQ1 2022: 49 institutionsQ2 2022: 49 institutionsQ3 2022: 48 institutionsQ4 2022: 44 institutionsQ1 2023: 44 institutionsQ2 2023: 48 institutionsQ3 2023: 53 institutionsQ4 2023: 53 institutionsQ1 2024: 52 institutionsQ2 2024: 56 institutionsQ3 2024: 69 institutionsQ4 2024: 78 institutionsQ1 2025: 106 institutionsQ2 2025: 112 institutionsQ3 2025: 107 institutionsQ4 2025: 111 institutionsQ1 2026: 104 institutionsQ2 2026: 88 institutions
Value heldQ3 2023: $19.4M
Q1 2021: $65.7MQ2 2021: $39.5MQ3 2021: $29.7MQ4 2021: $23.9MQ1 2022: $17.2MQ2 2022: $14.9MQ3 2022: $11.6MQ4 2022: $11.0MQ1 2023: $10.3MQ2 2023: $13.0MQ3 2023: $19.4MQ4 2023: $17.5MQ1 2024: $17.8MQ2 2024: $19.2MQ3 2024: $45.7MQ4 2024: $72.9MQ1 2025: $93.9MQ2 2025: $96.5MQ3 2025: $71.3MQ4 2025: $46.8MQ1 2026: $32.8MQ2 2026: $36.9M
Institutions holding LFVN and their total value by quarter
QuarterHoldersValue
Q2 202688$36.9M
Q1 2026104$32.8M
Q4 2025111$46.8M
Q3 2025107$71.3M
Q2 2025112$96.5M
Q1 2025106$93.9M
Q4 202478$72.9M
Q3 202469$45.7M
Q2 202456$19.2M
Q1 202452$17.8M
Q4 202353$17.5M
Q3 202353$19.4M
Q2 202348$13.0M
Q1 202344$10.3M
Q4 202244$11.0M
Q3 202248$11.6M
Q2 202249$14.9M
Q1 202249$17.2M
Q4 202151$23.9M
Q3 202160$29.7M
Q2 202176$39.5M
Q1 202183$65.7M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Lifevantage Corp; share changes are against Q2 2023.

Institutions holding LFVN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC73$00.00%+73New
Qube Research & Technologies Ltd1$60.00%+1New
Allworth Financial LP10$680.00%−143−93.5%Reduced
Bank of America Corp20$1290.00%+20New
Federated Hermes, Inc.97$6260.00%+97New
Beacon Capital Management, LLC175$7610.00%00.0%Unchanged
Legacy Financial Group LLC200$1.29K0.00%+200New
BNP Paribas Arbitrage, SA231$1.49K0.00%00.0%Unchanged
Bogart Wealth, LLC250$1.61K0.00%+250New
IFP Advisors, Inc400$2.58K0.00%00.0%Unchanged
Rhumbline Advisers556$3.59K0.00%00.0%Unchanged
Sound Income Strategies, LLC647$4.17K0.00%+39+6.4%Added
FMR LLC700$4.51K0.00%00.0%Unchanged
Gradient Investments LLC945$6.09K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC965$6.22K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.1,686$7.00K0.00%+1,686New
Harbour Investments, Inc.1,125$7.26K0.00%00.0%Unchanged
GWM Advisors LLC1,299$8.38K0.00%+85+7.0%Added
Wells Fargo & Company1,513$9.76K0.00%−1−0.1%Reduced
St. Johns Investment Management Company, LLC2,075$13.4K0.01%00.0%Unchanged
JPMorgan Chase & Co2,807$18.1K0.00%+1,809+181.3%Added
TD Waterhouse Canada Inc.3,270$21.6K0.00%00.0%Unchanged
UBS Group AG3,628$23.4K0.00%+3,628New
Citadel Advisors LLC3,649$23.5K0.00%−12,195−77.0%Reduced
Simplex Trading, LLC7,398$47.0K0.00%+7,398New
Royal Bank of Canada8,780$57.0K0.00%−1,308−13.0%Reduced
Advisor Group Holdings, Inc.10,580$68.2K0.00%+6,644+168.8%Added
New England Professional Planning Group Inc.11,058$71.3K0.04%+674+6.5%Added
Susquehanna International Group, LLP13,038$84.1K0.00%−9,034−40.9%Reduced
Hantz Financial Services, Inc.14,216$92.0K0.00%−437−3.0%Reduced
Morgan Stanley15,418$99.4K0.00%−4,975−24.4%Reduced
Northern Trust Corp19,091$123.1K0.00%−206−1.1%Reduced
EP Wealth Advisors, LLC19,449$125.4K0.00%−952−4.7%Reduced
Walleye Capital LLC20,069$129.4K0.00%+20,069New
Ritholtz Wealth Management20,271$130.8K0.01%+20,271New
Price T Rowe Associates Inc20,700$134.0K0.00%−5,200−20.1%Reduced
Heron Bay Capital Management21,482$138.6K0.04%+21,482New
Barclays PLC30,358$195.8K0.00%00.0%Unchanged
Globeflex Capital L P41,764$269.4K0.03%00.0%Unchanged
State Street Corp46,191$297.9K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC48,506$312.9K0.00%+27,897+135.4%Added
American Century Companies Inc58,899$379.9K0.00%−150.0%Reduced
Empowered Funds, LLC64,125$413.6K0.01%+5,214+8.9%Added
Bank of New York Mellon Corp68,588$442.4K0.00%−250−0.4%Reduced
Perkins Capital Management Inc76,113$491.0K0.49%00.0%Unchanged
Millennium Management LLC89,176$575.2K0.00%+19,776+28.5%Added
Bridgeway Capital Management, LLC114,125$736.1K0.02%−34,786−23.4%Reduced
Geode Capital Management, LLC116,787$753.5K0.00%−3,570−3.0%Reduced
BlackRock Inc.205,254$1.32M0.00%−1,535−0.7%Reduced
Acadian Asset Management LLC229,936$1.48M0.01%00.0%Unchanged
Dimensional Fund Advisors LP281,632$1.82M0.00%+41,682+17.4%Added
Vanguard Group Inc462,212$2.98M0.00%00.0%Unchanged
Renaissance Technologies LLC840,118$5.42M0.01%−3,100−0.4%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−10,414−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−3,895−100.0%Sold out
Group One Trading, L.P.0$00.00%−391−100.0%Sold out
Spire Wealth Management0$00.00%−200−100.0%Sold out
Wealth Management Resources, Inc.0$00.00%−2,931−100.0%Sold out
EA Series Trust––––Not filed
Carlsbad Wealth Advisory Group, Inc.––––Not filed