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 2024
Institutional positions in Lifevantage Corp as of Jun 30, 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
- 56
- +4 vs. Q1 2024
- Shares held
- 2.98M
- +36.9K (+1.3%) vs. Q1 2024
- Total value
- $19.2M
- +$1.32M (+7.4%) vs. Q1 2024
- New holders
- 5
- 13 more added
- Sold out
- 1
- 14 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Lifevantage Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 1 | $6 | 0.00% | −387−99.7% | Reduced |
| Innealta Capital, LLC | 3 | $19 | 0.00% | +3 | New |
| Allworth Financial LP | 11 | $71 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 25 | $150 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 29 | $186 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 29 | $186 | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 29 | $186 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 81 | $520 | 0.00% | −43−34.7% | Reduced |
| Parallel Advisors, LLC | 100 | $642 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $642 | 0.00% | +100 | New |
| TruNorth Capital Management, LLC | 143 | $918 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 153 | $982 | 0.00% | +153 | New |
| Beacon Capital Management, LLC | 175 | $1.12K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 231 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 250 | $1.60K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 375 | $2.41K | 0.00% | −750−66.7% | Reduced |
| IFP Advisors, Inc | 400 | $2.57K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 500 | $3.21K | 0.00% | +474+1,823.1% | Added |
| ICA Group Wealth Management, LLC | 500 | $3.21K | 0.00% | +500 | New |
| Rhumbline Advisers | 556 | $3.57K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 657 | $4.22K | 0.00% | +4+0.6% | Added |
| FMR LLC | 700 | $4.49K | 0.00% | −1−0.1% | Reduced |
| Royal Bank of Canada | 753 | $5.00K | 0.00% | −3,006−80.0% | Reduced |
| JPMorgan Chase & Co | 997 | $6.40K | 0.00% | −449−31.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,212 | $7.79K | 0.00% | −3,540−74.5% | Reduced |
| Wells Fargo & Company | 1,428 | $9.17K | 0.00% | −92−6.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,686 | $10.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,790 | $11.5K | 0.00% | +838+88.0% | Added |
| St. Johns Investment Management Company, LLC | 2,075 | $13.3K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,270 | $20.5K | 0.00% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 11,230 | $72.1K | 0.04% | +60+0.5% | Added |
| Hillsdale Investment Management Inc. | 13,720 | $88.1K | 0.01% | +1,100+8.7% | Added |
| Hantz Financial Services, Inc. | 14,216 | $91.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,082 | $96.8K | 0.00% | +14,680+3,651.7% | Added |
| Independent Financial Group, LLC | 16,647 | $106.9K | 0.00% | +16,647 | New |
| Morgan Stanley | 16,869 | $108.3K | 0.00% | −715−4.1% | Reduced |
| Ritholtz Wealth Management | 17,692 | $113.6K | 0.00% | −3,963−18.3% | Reduced |
| EP Wealth Advisors, LLC | 20,675 | $132.7K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 20,700 | $133.0K | 0.00% | 00.0% | Unchanged |
| Heron Bay Capital Management | 23,090 | $148.2K | 0.03% | +58+0.3% | Added |
| Barclays PLC | 30,358 | $194.9K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 36,485 | $234.2K | 0.00% | +2,415+7.1% | Added |
| Globeflex Capital L P | 41,764 | $268.1K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 43,338 | $278.2K | 0.00% | −15,485−26.3% | Reduced |
| State Street Corp | 43,591 | $279.9K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 58,728 | $377.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 64,011 | $410.9K | 0.00% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 76,113 | $489.0K | 0.46% | 00.0% | Unchanged |
| Empowered Funds, LLC | 78,859 | $506.3K | 0.01% | +2,656+3.5% | Added |
| Bridgeway Capital Management, LLC | 110,765 | $711.1K | 0.02% | +8,662+8.5% | Added |
| Geode Capital Management, LLC | 122,839 | $788.8K | 0.00% | −986−0.8% | Reduced |
| BlackRock Inc. | 200,863 | $1.29M | 0.00% | −3,834−1.9% | Reduced |
| Acadian Asset Management LLC | 223,967 | $1.44M | 0.00% | −4,121−1.8% | Reduced |
| Dimensional Fund Advisors LP | 310,401 | $1.99M | 0.00% | +657+0.2% | Added |
| Vanguard Group Inc | 498,278 | $3.20M | 0.00% | +23,257+4.9% | Added |
| Renaissance Technologies LLC | 855,118 | $5.49M | 0.01% | +17,300+2.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −15,296−100.0% | Sold out |