Security Snapshot

Lifevantage Corp - Common (LFVN) Institutional Ownership

CUSIP: 53222K205

13F Institutional Holders and Ownership History from Q4 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

98

Shares (Excl. Options)

7,561,346

Price

$4.32

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Type / Class
Equity / Common
Symbol
LFVN on Nasdaq
Shares outstanding
12,784,916
Price per share
$5.05
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
7,561,346
Total reported value
$32,664,563
% of total 13F portfolios
0%
Share change
+18,451
Value change
-$1,016,246
Number of holders
98
Price from insider filings
$5.05
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • LFVN - Lifevantage Corp - Common is tracked under CUSIP 53222K205.
  • 98 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 110 to 98 between Q4 2025 and Q1 2026.
  • Reported value moved from $46,839,322 to $32,664,563.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 98 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 53222K205?
CUSIP 53222K205 identifies LFVN - Lifevantage Corp - Common in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

Significant Owners of Lifevantage Corp - Common (LFVN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
CAPITAL MANAGEMENT CORP /VA 19% +18% $12,575,883 +$1,945,376 2,441,919 +18% The Capital Management Corporation 31 Mar 2026
BlackRock, Inc. 5.8% $7,121,509 732,063 BlackRock, Inc. 30 Sep 2025

As of 31 Mar 2026, 98 institutional investors reported holding 7,561,346 shares of Lifevantage Corp - Common (LFVN). This represents 59% of the company’s total 12,784,916 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Lifevantage Corp - Common (LFVN) together control 54% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
CAPITAL MANAGEMENT CORP /VA 19% 2,441,919 +14% 1.8% $10,549,090
RENAISSANCE TECHNOLOGIES LLC 6.8% 867,704 -6% 0.01% $3,748,481
BlackRock, Inc. 6% 769,698 -0.34% 0% $3,325,096
VANGUARD CAPITAL MANAGEMENT LLC 3.4% 429,422 0% 0% $1,855,103
DIMENSIONAL FUND ADVISORS LP 2.2% 276,196 -2.7% 0% $1,193,334
GEODE CAPITAL MANAGEMENT, LLC 2% 261,192 +6.7% 0% $1,128,560
ENVESTNET ASSET MANAGEMENT INC 1.7% 219,162 +23% 0% $946,780
GOLDMAN SACHS GROUP INC 1.4% 185,114 -7.5% 0% $799,692
STATE STREET CORP 1.3% 167,143 -8.1% 0% $722,058
AQR CAPITAL MANAGEMENT LLC 1.2% 156,096 +177% 0% $674,336
Advyzon Investment Management, LLC 0.85% 108,249 +74% 0.04% $467,637
Indivisible Partners 0.84% 106,854 +65% 0.04% $461,609
AMERICAN CENTURY COMPANIES INC 0.82% 104,664 +0.16% 0% $452,148
MORGAN STANLEY 0.72% 91,742 +15% 0% $396,326
NORTHERN TRUST CORP 0.71% 91,123 +1.1% 0% $393,651
CITADEL ADVISORS LLC 0.6% 76,510 +0.2% 0% $330,523
PERKINS CAPITAL MANAGEMENT INC 0.59% 75,458 0% 0.31% $325,978
NATIONAL BANK OF CANADA /FI/ 0.55% 70,000 0% $302,400
VANGUARD FIDUCIARY TRUST CO 0.53% 67,591 0% 0% $291,993
UBS Group AG 0.52% 66,927 +249% 0% $289,125
VANGUARD PORTFOLIO MANAGEMENT LLC 0.49% 63,225 0% 0% $273,132
BNP PARIBAS FINANCIAL MARKETS 0.49% 63,081 0% 0% $272,510
BARCLAYS PLC 0.48% 60,914 +26% 0% $263,148
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.41% 52,133 -5.9% 0% $225,215
SummerHaven Investment Management, LLC 0.37% 46,821 -32% 0.12% $202,267

Institutional Holders of Lifevantage Corp - Common (LFVN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 7,561,346 $32,664,563 -$1,016,246 $4.32 98
2025 Q4 7,595,835 $46,839,322 -$665,033 $6.16 110
2025 Q3 7,326,454 $71,332,541 -$3,011,439 $9.73 104
2025 Q2 7,376,814 $96,472,101 +$10,926,335 $13.08 111
2025 Q1 6,443,632 $93,941,484 +$32,227,236 $14.58 105
2024 Q4 4,159,425 $72,915,758 +$6,075,331 $17.53 76
2024 Q3 3,746,090 $45,260,569 +$10,352,248 $12.08 66
2024 Q2 2,967,011 $19,045,091 +$135,193 $6.42 55
2024 Q1 2,946,762 $17,827,394 +$129,111 $6.05 52
2023 Q4 2,911,217 $17,465,762 -$692,231 $6.00 52
2023 Q3 3,001,408 $19,355,171 +$102,683 $6.45 51
2023 Q2 2,991,683 $13,411,516 +$523,344 $4.35 48
2023 Q1 2,859,878 $10,257,361 -$366,841 $3.59 43
2022 Q4 2,944,910 $10,951,676 -$578,732 $3.72 40
2022 Q3 3,097,081 $11,617,480 -$1,287,242 $3.75 43
2022 Q2 3,415,090 $14,856,655 -$1,019,965 $4.35 48
2022 Q1 3,617,069 $17,216,796 -$894,750 $4.76 45
2021 Q4 3,785,758 $23,922,168 -$3,896,024 $6.32 49
2021 Q3 4,380,103 $29,654,613 -$7,034,244 $6.77 55
2021 Q2 5,378,907 $39,533,377 -$12,931,481 $7.35 70
2021 Q1 7,025,122 $65,687,502 -$384,328 $9.35 77
2020 Q4 7,063,133 $65,836,652 -$2,421,014 $9.32 84
2020 Q3 7,173,275 $86,586,344 +$2,462,891 $12.07 86
2020 Q2 6,872,179 $92,886,208 +$2,475,011 $13.52 78
2020 Q1 6,831,787 $70,371,230 +$174,526 $10.30 87
2019 Q4 6,779,620 $105,824,105 +$7,444,134 $15.61 83
2019 Q3 6,307,145 $86,418,468 +$7,420,616 $13.70 76
2019 Q2 5,777,851 $74,982,489 +$4,712,043 $12.98 76
2019 Q1 5,328,835 $76,140,095 +$10,525,220 $14.29 73
2018 Q4 4,611,290 $60,816,052 +$6,808,253 $13.19 69
2018 Q3 4,092,266 $44,978,000 +$17,994,383 $10.99 60
2018 Q2 2,504,708 $16,354,816 +$1,709,442 $6.36 46
2018 Q1 2,234,410 $8,066,000 +$356,436 $3.61 41
2017 Q4 2,145,423 $10,206,000 +$233,655 $4.76 41
2017 Q3 2,013,906 $8,501,000 -$2,781,116 $4.22 43
2017 Q2 2,671,777 $11,564,078 -$4,956,310 $4.33 53
2017 Q1 3,636,063 $19,518,070 +$523,103 $5.37 63
2016 Q4 4,052,178 $33,016,656 -$2,382,008 $8.15 72
2016 Q3 4,333,320 $40,988,778 +$1,251,011 $9.46 72
2016 Q2 4,108,721 $55,878,975 +$21,170,672 $13.60 74
2016 Q1 2,581,487 $23,494,000 +$6,362,033 $9.10 50
2015 Q4 1,871,991 $17,810,000 +$17,149,049 $9.52 44
2015 Q3 401,709 $326,000 +$326,000 $1.11 2
2015 Q1 0 $0 -$23,000 $5.05 0
2014 Q4 800 $23,000 $28.75 1
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