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 2024
Institutional positions in Lifevantage Corp as of Dec 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
- 78
- +9 vs. Q3 2024
- Shares held
- 4.16M
- +323.6K (+8.4%) vs. Q3 2024
- Total value
- $72.9M
- +$27.2M (+59.4%) vs. Q3 2024
- New holders
- 16
- 22 more added
- Sold out
- 7
- 14 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Lifevantage Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 11 | $254 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 25 | $445 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 29 | $508 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 29 | $508 | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 29 | $508 | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 100 | $1.75K | 0.00% | +100 | New |
| Robinswood Financial LLC | 109 | $1.92K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 118 | $2.06K | 0.00% | +1+0.9% | Added |
| Bank of America Corp | 131 | $2.30K | 0.00% | −273−67.6% | Reduced |
| Crewe Advisors LLC | 143 | $2.51K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 143 | $2.51K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 175 | $3.08K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 200 | $3.51K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 200 | $3.51K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 221 | $3.87K | 0.00% | −22,635−99.0% | Reduced |
| BNP Paribas Arbitrage, SA | 231 | $4.05K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 375 | $6.57K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 400 | $7.01K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 556 | $9.75K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 661 | $11.6K | 0.00% | +2+0.3% | Added |
| UBS Group AG | 706 | $12.4K | 0.00% | +685+3,261.9% | Added |
| Tower Research Capital LLC (TRC) | 711 | $12.5K | 0.00% | −198−21.8% | Reduced |
| FMR LLC | 846 | $14.8K | 0.00% | +143+20.3% | Added |
| UMA Financial Services, Inc. | 952 | $16.7K | 0.00% | +952 | New |
| Lazard Asset Management LLC | 999 | $17.0K | 0.00% | +999 | New |
| JPMorgan Chase & Co | 997 | $17.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,232 | $21.6K | 0.00% | +1,232 | New |
| Wells Fargo & Company | 1,428 | $25.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,579 | $28.0K | 0.00% | +200+14.5% | Added |
| Ronald Blue Trust, Inc. | 1,686 | $29.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,021 | $35.4K | 0.00% | +808+66.6% | Added |
| St. Johns Investment Management Company, LLC | 2,075 | $36.4K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,270 | $57.3K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 3,732 | $65.4K | 0.00% | +3,732 | New |
| Royal Bank of Canada | 4,275 | $75.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 10,149 | $177.9K | 0.00% | +10,149 | New |
| Cambridge Investment Research Advisors, Inc. | 10,446 | $183.0K | 0.00% | +10,446 | New |
| Simplex Trading, LLC | 10,706 | $187.0K | 0.01% | +1,742+19.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,593 | $188.4K | 0.00% | +10,593 | New |
| New England Professional Planning Group Inc. | 11,303 | $198.1K | 0.10% | +29+0.3% | Added |
| Morgan Stanley | 13,736 | $240.8K | 0.00% | −1,196−8.0% | Reduced |
| Hantz Financial Services, Inc. | 14,216 | $249.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 14,720 | $258.0K | 0.01% | +1,000+7.3% | Added |
| Schonfeld Strategic Advisors LLC | 16,106 | $282.3K | 0.00% | +16,106 | New |
| Omers Administration Corp | 16,200 | $284.0K | 0.00% | +16,200 | New |
| Cetera Investment Advisers | 18,521 | $324.7K | 0.00% | −9,353−33.6% | Reduced |
| EP Wealth Advisors, LLC | 20,675 | $362.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 20,700 | $363.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 32,723 | $573.6K | 0.00% | +32,723 | New |
| Jane Street Group, LLC | 34,690 | $608.1K | 0.00% | +34,690 | New |
| Goldman Sachs Group Inc | 35,756 | $626.8K | 0.00% | +35,756 | New |
| HighTower Advisors, LLC | 36,674 | $642.9K | 0.00% | −16,069−30.5% | Reduced |
| Globeflex Capital L P | 41,764 | $732.1K | 0.06% | 00.0% | Unchanged |
| Barclays PLC | 43,472 | $762.1K | 0.00% | +1,506+3.6% | Added |
| Northern Trust Corp | 44,176 | $774.4K | 0.00% | +9,552+27.6% | Added |
| Qube Research & Technologies Ltd | 45,346 | $794.9K | 0.00% | +31,084+217.9% | Added |
| State Street Corp | 45,891 | $804.5K | 0.00% | +2,300+5.3% | Added |
| Ritholtz Wealth Management | 47,348 | $830.0K | 0.02% | +18,682+65.2% | Added |
| Empowered Funds, LLC | 48,860 | $856.5K | 0.01% | −29,999−38.0% | Reduced |
| 683 Capital Management, LLC | 49,500 | $867.7K | 0.09% | +49,500 | New |
| Belvedere Trading LLC | 50,707 | $888.9K | 0.07% | +22,377+79.0% | Added |
| EAM Investors, LLC | 60,243 | $1.06M | 0.15% | +60,243 | New |
| Ancora Advisors, LLC | 64,930 | $1.14M | 0.03% | +64,930 | New |
| Bank of New York Mellon Corp | 74,183 | $1.30M | 0.00% | +22,620+43.9% | Added |
| Perkins Capital Management Inc | 75,908 | $1.33M | 1.18% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 80,766 | $1.42M | 0.03% | −29,999−27.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 93,576 | $1.64M | 0.01% | +33,658+56.2% | Added |
| American Century Companies Inc | 95,552 | $1.68M | 0.00% | +32,055+50.5% | Added |
| Geode Capital Management, LLC | 116,591 | $2.05M | 0.00% | −2,475−2.1% | Reduced |
| Susquehanna International Group, LLP | 128,082 | $2.25M | 0.00% | +71,979+128.3% | Added |
| Envestnet Asset Management Inc | 146,244 | $2.56M | 0.00% | −76,629−34.4% | Reduced |
| Acadian Asset Management LLC | 198,039 | $3.47M | 0.01% | +5,391+2.8% | Added |
| BlackRock, Inc. | 209,842 | $3.68M | 0.00% | +9,686+4.8% | Added |
| LPL Financial LLC | 211,039 | $3.70M | 0.00% | +158,405+301.0% | Added |
| Dimensional Fund Advisors LP | 272,748 | $4.78M | 0.00% | −23,623−8.0% | Reduced |
| Capital Management Corp | 301,585 | $5.29M | 0.95% | −118,345−28.2% | Reduced |
| Vanguard Group Inc | 474,026 | $8.31M | 0.00% | −23,752−4.8% | Reduced |
| Renaissance Technologies LLC | 780,818 | $13.7M | 0.02% | −47,300−5.7% | Reduced |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −13,825−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −12,588−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,361−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,107−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |