LifeVantage Ownership | Who Owns LifeVantage?

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LifeVantage Ownership Summary

LifeVantage is owned by 31.42% institutional investors, 16.90% insiders, and 51.68% retail investors. Renaissance is the largest institutional shareholder, holding 6.88% of LFVN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.31% of its assets in LifeVantage shares.

LFVN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	LifeVantage	31.42%	16.90%	51.68%
Sector	Consumer Defensive Stocks	52.71%	13.91%	33.39%
Industry	Packaged Foods Stocks	58.38%	13.93%	27.69%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Renaissance	855.12K	6.88%	$5.49M
Vanguard group	498.28K	4.01%	$3.20M
Dimensional fund advisors lp	310.40K	2.50%	$1.99M
Acadian asset management	223.97K	1.80%	$1.44M
Blackrock	200.86K	1.62%	$1.29M
Geode capital management	122.84K	0.99%	$788.82K
Bridgeway capital management	110.77K	0.89%	$711.11K
Perkins capital management	76.11K	0.61%	$489.00K
Bank of new york mellon	64.01K	0.52%	$410.95K
American century companies	58.73K	0.47%	$377.03K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Perkins capital management	76.11K	0.46%	$489.00K
New england professional planning group	11.23K	0.04%	$72.10K
Heron bay capital management	23.09K	0.03%	$148.24K
Globeflex capital l p	41.76K	0.03%	$268.13K
Ritholtz wealth management	47.35K	0.02%	$830.01K
St. johns investment management company	2.08K	0.02%	$36.38K
Bridgeway capital management	110.77K	0.02%	$711.11K
Empowered funds	48.86K	0.01%	$856.52K
Renaissance	855.12K	0.01%	$5.49M
Hillsdale investment management	13.72K	0.01%	$88.08K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	498.28K	0.00%	23.26K
Ritholtz wealth management	47.35K	0.02%	18.68K
Renaissance	855.12K	0.01%	17.30K
Newedge advisors	15.08K	0.00%	14.68K
Bridgeway capital management	110.77K	0.02%	8.66K

Top Sellers

Holder	Shares	% Assets	Change
Empowered funds	48.86K	0.01%	-30.00K
O'shaughnessy asset management	43.34K	0.00%	-15.48K
Connor, clark & lunn investment management	-	-	-15.30K
Acadian asset management	223.97K	0.00%	-4.12K
Blackrock	200.86K	-	-3.83K

New Positions

Holder	Shares	% Assets	Change	Value
Copeland capital management	3.73K	0.00%	3.73K	$65.42K
Ica group wealth management	500.00	0.00%	500.00	$3.21K
Jones financial companies lllp	100.00	-	100.00	$642.00

Sold Out

Holder	Change
Innealta capital	-3.00
Federated hermes	-81.00
Iron horse wealth management	-175.00
Goalvest advisory	-200.00
Bogart wealth	-250.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	71	29.09%	3,821,598	28.80%	31	5.51%	32	88.24%	11	-21.43%
Jun 30, 2024	55	5.77%	2,967,011	0.69%	23	4.37%	17	-26.09%	14	7.69%
Mar 31, 2024	52	-3.70%	2,946,762	1.22%	23	4.39%	23	21.05%	13	18.18%
Dec 31, 2023	54	-	2,911,217	-3.01%	23	4.04%	19	-5.00%	11	-31.25%
Sep 30, 2023	54	10.20%	3,001,583	0.33%	23	4.25%	20	17.65%	16	33.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	289.61K	2.31%	-
Vanguard Institutional Extnd Mkt Idx Tr	172.40K	1.38%	-5.43K
Avantis US Small Cap Value ETF	85.34K	0.68%	-
CMC G&I	84.97K	0.68%	84.97K
CMC SMID	79.08K	0.63%	10.70K
DFA US Small Cap I	72.73K	0.58%	-
WisdomTree US SmallCap Dividend ETF	64.23K	0.51%	-
EAM Ultra Micro Cap	59.27K	0.47%	59.27K
Fidelity Extended Market Index	59.12K	0.47%	-390.00
Ancora/Thelen Small-Mid Cap I	56.16K	0.45%	56.16K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 16, 2024	Lewis Darwin	-	Buy	$3.63K
Sep 17, 2024	Lewis Darwin	-	Buy	$61.41
Sep 17, 2024	Lewis Darwin	-	Buy	$3.56K
Sep 03, 2024	Mauro Garry Paul	-	Buy	$473.92
Sep 03, 2024	Mauro Garry Paul	-	Buy	$2.31K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	1	-
2024 Q3	5	-
2024 Q2	2	-
2024 Q1	4	-
2023 Q4	6	1

LFVN Ownership FAQ

Who Owns LifeVantage?

LifeVantage shareholders are primarily institutional investors at 31.42%, followed by 16.90% insiders and 51.68% retail investors. The average institutional ownership in LifeVantage's industry, Packaged Foods Stocks, is 58.38%, which LifeVantage falls below.

Who owns the most shares of LifeVantage?

LifeVantage’s largest shareholders are Renaissance (855.12K shares, 6.88%), Vanguard group (498.28K shares, 4.01%), and Dimensional fund advisors lp (310.4K shares, 2.50%). Together, they hold 13.39% of LifeVantage’s total shares outstanding.

Does Blackrock own LifeVantage?

Yes, BlackRock owns 1.62% of LifeVantage, totaling 200.86K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.29M$. In the last quarter, BlackRock decreased its holdings by -3.834K shares, a -1.87% change.

Who is LifeVantage’s biggest shareholder by percentage of total assets invested?

Perkins capital management is LifeVantage’s biggest shareholder by percentage of total assets invested, with 0.46% of its assets in 76.11K LifeVantage shares, valued at 489K$.

Who is the top mutual fund holder of LifeVantage shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of LifeVantage shares, with 2.31% of its total shares outstanding invested in 289.61K LifeVantage shares.

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