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


TypeName% Inst% Insiders% Retail
StockLifeVantage31.42%16.90%51.68%
SectorConsumer Defensive Stocks 48.86%13.01%38.12%
IndustryPackaged Foods Stocks53.03%11.98%34.99%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Renaissance855.12K6.88%$5.49M
Vanguard group498.28K4.01%$3.20M
Dimensional fund advisors lp310.40K2.50%$1.99M
Acadian asset management223.97K1.80%$1.44M
Blackrock200.86K1.62%$1.29M
Geode capital management122.84K0.99%$788.82K
Bridgeway capital management110.77K0.89%$711.11K
Empowered funds78.86K0.63%$506.27K
Perkins capital management76.11K0.61%$489.00K
Bank of new york mellon64.01K0.52%$410.95K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Perkins capital management76.11K0.46%$489.00K
New england professional planning group11.23K0.04%$72.10K
Heron bay capital management23.09K0.03%$148.24K
Globeflex capital l p41.76K0.03%$268.13K
Bridgeway capital management110.77K0.02%$711.11K
Renaissance855.12K0.01%$5.49M
Empowered funds78.86K0.01%$506.27K
Hillsdale investment management13.72K0.01%$88.08K
St. johns investment management company2.08K0.01%$13.32K
Acadian asset management223.97K0.00%$1.44M

Top Buyers

HolderShares% AssetsChange
Vanguard group498.28K0.00%23.26K
Renaissance855.12K0.01%17.30K
Newedge advisors15.08K0.00%14.68K
Bridgeway capital management110.77K0.02%8.66K
Empowered funds78.86K0.01%2.66K

Top Sellers

HolderShares% AssetsChange
O'shaughnessy asset management43.34K0.00%-15.48K
Connor, clark & lunn investment management---15.30K
Acadian asset management223.97K0.00%-4.12K
Ritholtz wealth management17.69K0.00%-3.96K
Blackrock200.86K--3.83K

New Positions

HolderShares% AssetsChangeValue
Ica group wealth management500.000.00%500.00$3.21K
Jones financial companies lllp100.00-100.00$642.00

Sold Out

HolderChange
Innealta capital-3.00
Federated hermes-81.00
Bogart wealth-250.00
Connor, clark & lunn investment management-15.30K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20247129.09%3,821,59828.80%315.51%3288.24%11-21.43%
Jun 30, 2024555.77%2,967,0110.69%234.37%17-26.09%147.69%
Mar 31, 202452-3.70%2,946,7621.22%234.39%2321.05%1318.18%
Dec 31, 202354-2,911,217-3.01%234.04%19-5.00%11-31.25%
Sep 30, 20235410.20%3,001,5830.33%234.25%2017.65%1633.33%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv289.61K2.31%-
Vanguard Institutional Extnd Mkt Idx Tr195.11K1.56%-500.00
CMC G&I84.97K0.68%84.97K
Avantis US Small Cap Value ETF84.54K0.67%-
EA Bridgeway Omni Small-Cap Value ETF78.86K0.63%-
DFA US Small Cap I72.73K0.58%-
CMC SMID68.38K0.55%68.38K
Fidelity Extended Market Index61.12K0.49%-8.61K
CMC DVD49.48K0.40%49.48K
DFA US Micro Cap I41.43K0.33%-

Recent Insider Transactions


DateNameRoleActivityValue
Sep 17, 2024Lewis Darwin-Buy$3.56K
Sep 17, 2024Lewis Darwin-Buy$61.41
Sep 03, 2024Mauro Garry Paul-Buy$2.31K
Sep 03, 2024Mauro Garry Paul-Buy$473.92
Sep 03, 2024Mauro Garry Paul-Buy$4.44K

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q35-
2024 Q22-
2024 Q14-
2023 Q461

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 53.03%, 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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