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 2024
Institutional positions in Lifevantage Corp as of Sep 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
- 69
- +15 vs. Q2 2024
- Shares held
- 3.84M
- +1.05M (+37.9%) vs. Q2 2024
- Total value
- $45.7M
- +$27.9M (+156.1%) vs. Q2 2024
- New holders
- 18
- 15 more added
- Sold out
- 3
- 12 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Lifevantage Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 11 | $129 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 21 | $254 | 0.00% | −1,769−98.8% | Reduced |
| Kozak & Associates, Inc. | 25 | $296 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 29 | $350 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 29 | $350 | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 29 | $350 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 109 | $1.32K | 0.00% | +109 | New |
| EverSource Wealth Advisors, LLC | 117 | $1.42K | 0.00% | +117 | New |
| TruNorth Capital Management, LLC | 143 | $1.73K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 143 | $1.73K | 0.00% | +143 | New |
| Beacon Capital Management, LLC | 175 | $2.11K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 175 | $2.11K | 0.00% | +175 | New |
| Parallel Advisors, LLC | 200 | $2.42K | 0.00% | +100+100.0% | Added |
| GoalVest Advisory LLC | 200 | $2.42K | 0.00% | +200 | New |
| Jones Financial Companies LLLP | 200 | $2.60K | 0.00% | +100+100.0% | Added |
| BNP Paribas Arbitrage, SA | 231 | $2.79K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 375 | $4.53K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 400 | $4.83K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 404 | $4.88K | 0.00% | +251+164.1% | Added |
| Rhumbline Advisers | 556 | $6.72K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 659 | $7.96K | 0.00% | +2+0.3% | Added |
| FMR LLC | 703 | $8.49K | 0.00% | +3+0.4% | Added |
| Ronald Blue Trust, Inc. | 1,686 | $10.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 909 | $11.0K | 0.00% | +409+81.8% | Added |
| JPMorgan Chase & Co | 997 | $12.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,213 | $14.7K | 0.00% | +1+0.1% | Added |
| CWM, LLC | 1,379 | $17.0K | 0.00% | +1,379 | New |
| Wells Fargo & Company | 1,428 | $17.3K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 2,075 | $25.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,270 | $40.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 3,541 | $42.8K | 0.00% | +3,541 | New |
| Group One Trading, L.P. | 4,107 | $49.6K | 0.00% | +4,107 | New |
| Royal Bank of Canada | 4,275 | $52.0K | 0.00% | +3,522+467.7% | Added |
| Simplex Trading, LLC | 8,964 | $108.0K | 0.00% | +8,964 | New |
| New England Professional Planning Group Inc. | 11,274 | $136.2K | 0.07% | +44+0.4% | Added |
| Trexquant Investment LP | 12,361 | $149.3K | 0.00% | +12,361 | New |
| Heron Bay Capital Management | 12,588 | $152.1K | 0.03% | −10,502−45.5% | Reduced |
| Hillsdale Investment Management Inc. | 13,720 | $165.7K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,825 | $167.0K | 0.01% | −2,822−17.0% | Reduced |
| Hantz Financial Services, Inc. | 14,216 | $172.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 14,262 | $172.3K | 0.00% | +14,261+1,426,100.0% | Added |
| Morgan Stanley | 14,932 | $180.4K | 0.00% | −1,937−11.5% | Reduced |
| EP Wealth Advisors, LLC | 20,675 | $249.8K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 20,700 | $251.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 22,856 | $276.1K | 0.00% | +7,774+51.5% | Added |
| Perkins Capital Management Inc | 75,908 | $317.0K | 0.30% | −205−0.3% | Reduced |
| Cetera Investment Advisers | 27,874 | $336.7K | 0.00% | +27,874 | New |
| Belvedere Trading LLC | 28,330 | $342.2K | 0.02% | +28,330 | New |
| Ritholtz Wealth Management | 28,666 | $346.3K | 0.01% | +10,974+62.0% | Added |
| Northern Trust Corp | 34,624 | $418.3K | 0.00% | −1,861−5.1% | Reduced |
| Globeflex Capital L P | 41,764 | $504.5K | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 41,966 | $506.9K | 0.00% | +11,608+38.2% | Added |
| State Street Corp | 43,591 | $526.6K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 51,563 | $622.9K | 0.00% | −12,448−19.4% | Reduced |
| LPL Financial LLC | 52,634 | $635.8K | 0.00% | +52,634 | New |
| HighTower Advisors, LLC | 52,743 | $638.0K | 0.00% | +52,743 | New |
| Susquehanna International Group, LLP | 56,103 | $677.7K | 0.00% | +56,103 | New |
| O'Shaughnessy Asset Management, LLC | 59,918 | $737.0K | 0.01% | +16,580+38.3% | Added |
| American Century Companies Inc | 63,497 | $767.0K | 0.00% | +4,769+8.1% | Added |
| Empowered Funds, LLC | 78,859 | $952.6K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 110,765 | $1.34M | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 119,066 | $1.44M | 0.00% | −3,773−3.1% | Reduced |
| Acadian Asset Management LLC | 192,648 | $2.33M | 0.01% | −31,319−14.0% | Reduced |
| BlackRock, Inc. | 200,156 | $2.42M | 0.00% | +200,156 | New |
| Envestnet Asset Management Inc | 222,873 | $2.69M | 0.00% | +222,873 | New |
| Dimensional Fund Advisors LP | 296,371 | $3.58M | 0.00% | −14,030−4.5% | Reduced |
| Capital Management Corp | 419,930 | $5.07M | 0.90% | +419,930 | New |
| Vanguard Group Inc | 497,778 | $6.01M | 0.00% | −500−0.1% | Reduced |
| Renaissance Technologies LLC | 828,118 | $10.0M | 0.02% | −27,000−3.2% | Reduced |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |