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, Q1 2024
Institutional positions in Lifevantage Corp as of Mar 31, 2024. 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
- 52
- −1 vs. Q4 2023
- Shares held
- 2.95M
- +35.5K (+1.2%) vs. Q4 2023
- Total value
- $17.8M
- +$361.1K (+2.1%) vs. Q4 2023
- New holders
- 7
- 16 more added
- Sold out
- 8
- 13 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Lifevantage Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 11 | $64 | 0.00% | +1+10.0% | Added |
| Tower Research Capital LLC (TRC) | 26 | $157 | 0.00% | −571−95.6% | Reduced |
| Principal Securities, Inc. | 29 | $175 | 0.00% | +29 | New |
| Russell Investments Group, Ltd. | 29 | $175 | 0.00% | +29 | New |
| EnRich Financial Partners LLC | 29 | $175 | 0.00% | +29 | New |
| Kozak & Associates, Inc. | 25 | $180 | 0.00% | +25 | New |
| Parallel Advisors, LLC | 100 | $605 | 0.00% | +100 | New |
| Federated Hermes, Inc. | 124 | $750 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 143 | $865 | 0.00% | +143 | New |
| Beacon Capital Management, LLC | 175 | $1.06K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 231 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 250 | $1.51K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 388 | $2.35K | 0.00% | −355−47.8% | Reduced |
| IFP Advisors, Inc | 400 | $2.42K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 402 | $2.43K | 0.00% | −897−69.1% | Reduced |
| Rhumbline Advisers | 556 | $3.36K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 653 | $3.95K | 0.00% | +3+0.5% | Added |
| FMR LLC | 701 | $4.24K | 0.00% | +1+0.1% | Added |
| UBS Group AG | 952 | $5.76K | 0.00% | −688−42.0% | Reduced |
| Harbour Investments, Inc. | 1,125 | $6.81K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,446 | $8.75K | 0.00% | −108−6.9% | Reduced |
| Wells Fargo & Company | 1,520 | $9.20K | 0.00% | +3+0.2% | Added |
| Ronald Blue Trust, Inc. | 1,686 | $10.2K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 2,075 | $12.6K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,270 | $20.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,759 | $22.0K | 0.00% | +1,773+89.3% | Added |
| Advisor Group Holdings, Inc. | 4,752 | $28.8K | 0.00% | −510−9.7% | Reduced |
| New England Professional Planning Group Inc. | 11,170 | $67.6K | 0.04% | +57+0.5% | Added |
| Hillsdale Investment Management Inc. | 12,620 | $76.4K | 0.01% | +12,620 | New |
| Hantz Financial Services, Inc. | 14,216 | $86.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 15,296 | $92.5K | 0.00% | +5,126+50.4% | Added |
| Morgan Stanley | 17,584 | $106.4K | 0.00% | +188+1.1% | Added |
| EP Wealth Advisors, LLC | 20,675 | $125.1K | 0.00% | +1,226+6.3% | Added |
| Price T Rowe Associates Inc | 20,700 | $126.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 21,655 | $131.0K | 0.00% | −3,372−13.5% | Reduced |
| Heron Bay Capital Management | 23,032 | $139.3K | 0.03% | +684+3.1% | Added |
| Barclays PLC | 30,358 | $183.7K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 34,070 | $206.1K | 0.00% | −2,210−6.1% | Reduced |
| Globeflex Capital L P | 41,764 | $252.7K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 43,591 | $263.7K | 0.00% | −3,000−6.4% | Reduced |
| American Century Companies Inc | 58,728 | $355.3K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 58,823 | $355.9K | 0.00% | +349+0.6% | Added |
| Bank of New York Mellon Corp | 64,011 | $387.3K | 0.00% | −4,425−6.5% | Reduced |
| Perkins Capital Management Inc | 76,113 | $460.0K | 0.38% | 00.0% | Unchanged |
| Empowered Funds, LLC | 76,203 | $461.0K | 0.01% | +5,742+8.1% | Added |
| Bridgeway Capital Management, LLC | 102,103 | $617.7K | 0.01% | +5,742+6.0% | Added |
| Geode Capital Management, LLC | 123,825 | $749.3K | 0.00% | +7,038+6.0% | Added |
| BlackRock Inc. | 204,697 | $1.24M | 0.00% | −809−0.4% | Reduced |
| Acadian Asset Management LLC | 228,088 | $1.38M | 0.00% | +6,121+2.8% | Added |
| Dimensional Fund Advisors LP | 309,744 | $1.87M | 0.00% | −3,634−1.2% | Reduced |
| Vanguard Group Inc | 475,021 | $2.87M | 0.00% | +12,809+2.8% | Added |
| Renaissance Technologies LLC | 837,818 | $5.07M | 0.01% | −3000.0% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,027−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |