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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, Q4 2023

Institutional positions in Lifevantage Corp as of Dec 31, 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
0 vs. Q3 2023
Shares held
2.91M
−90.4K (−3.0%) vs. Q3 2023
Total value
$17.5M
−$1.89M (−9.8%) vs. Q3 2023
New holders
5
14 more added
Sold out
5
11 more reduced

Compare with Q3 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 holdersQ4 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 heldQ4 2023: $17.5M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Lifevantage Corp; share changes are against Q3 2023.

Institutions holding LFVN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC73$00.00%00.0%Unchanged
Bank of America Corp6$360.00%−14−70.0%Reduced
Allworth Financial LP10$630.00%00.0%Unchanged
Farther Finance Advisors, LLC42$2520.00%+42New
Federated Hermes, Inc.124$7440.00%+27+27.8%Added
Crewe Advisors LLC143$8580.00%+143New
Beacon Capital Management, LLC175$1.13K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA231$1.39K0.00%00.0%Unchanged
Bogart Wealth, LLC250$1.50K0.00%00.0%Unchanged
Global Retirement Partners, LLC286$1.60K0.00%+286New
IFP Advisors, Inc400$2.40K0.00%00.0%Unchanged
Rhumbline Advisers556$3.34K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)597$3.58K0.00%+597New
Sound Income Strategies, LLC650$3.90K0.00%+3+0.5%Added
FMR LLC700$4.20K0.00%00.0%Unchanged
Qube Research & Technologies Ltd743$4.46K0.00%+742+74,200.0%Added
Gradient Investments LLC945$5.67K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC965$5.79K0.00%00.0%Unchanged
Citadel Advisors LLC1,027$6.16K0.00%−2,622−71.9%Reduced
Harbour Investments, Inc.1,125$6.75K0.00%00.0%Unchanged
GWM Advisors LLC1,299$7.79K0.00%00.0%Unchanged
Wells Fargo & Company1,517$9.10K0.00%+4+0.3%Added
JPMorgan Chase & Co1,554$9.32K0.00%−1,253−44.6%Reduced
UBS Group AG1,640$9.84K0.00%−1,988−54.8%Reduced
Ronald Blue Trust, Inc.1,686$11.0K0.00%00.0%Unchanged
Royal Bank of Canada1,986$12.0K0.00%−6,794−77.4%Reduced
St. Johns Investment Management Company, LLC2,075$12.4K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.3,270$18.8K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.5,262$31.6K0.00%−5,318−50.3%Reduced
Connor, Clark & Lunn Investment Management Ltd.10,170$61.0K0.00%+10,170New
New England Professional Planning Group Inc.11,113$66.7K0.04%+55+0.5%Added
Hantz Financial Services, Inc.14,216$85.0K0.00%00.0%Unchanged
Morgan Stanley17,396$104.4K0.00%+1,978+12.8%Added
EP Wealth Advisors, LLC19,449$116.7K0.00%00.0%Unchanged
Price T Rowe Associates Inc20,700$125.0K0.00%00.0%Unchanged
Heron Bay Capital Management22,348$134.1K0.03%+866+4.0%Added
Ritholtz Wealth Management25,027$150.2K0.01%+4,756+23.5%Added
Barclays PLC30,358$182.1K0.00%00.0%Unchanged
Northern Trust Corp36,280$217.7K0.00%+17,189+90.0%Added
Globeflex Capital L P41,764$250.6K0.03%00.0%Unchanged
State Street Corp46,591$279.5K0.00%+400+0.9%Added
O'Shaughnessy Asset Management, LLC58,474$350.8K0.00%+9,968+20.6%Added
American Century Companies Inc58,728$352.4K0.00%−171−0.3%Reduced
Bank of New York Mellon Corp68,436$410.6K0.00%−152−0.2%Reduced
Empowered Funds, LLC70,461$422.8K0.01%+6,336+9.9%Added
Perkins Capital Management Inc76,113$457.0K0.39%00.0%Unchanged
Bridgeway Capital Management, LLC96,361$578.2K0.01%−17,764−15.6%Reduced
Geode Capital Management, LLC116,787$700.9K0.00%00.0%Unchanged
BlackRock Inc.205,506$1.23M0.00%+252+0.1%Added
Acadian Asset Management LLC221,967$1.33M0.01%−7,969−3.5%Reduced
Dimensional Fund Advisors LP313,378$1.88M0.00%+31,746+11.3%Added
Vanguard Group Inc462,212$2.77M0.00%00.0%Unchanged
Renaissance Technologies LLC838,118$5.03M0.01%−2,000−0.2%Reduced
Millennium Management LLC0$00.00%−89,176−100.0%Sold out
Walleye Capital LLC0$00.00%−20,069−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−13,038−100.0%Sold out
Simplex Trading, LLC0$00.00%−7,398−100.0%Sold out
Legacy Financial Group LLC0$00.00%−200−100.0%Sold out