Skip to main content

Lifeway Foods, Inc.

LWAY
Exchange
Nasdaq
Industry
Dairy Products
SEC CIK
0000814586

In the last 90 days, Lifeway Foods, Inc. insiders filed 2 open-market purchases and 5 sales; 96 institutions reported holding it in 13F filings for Q2 2026, worth $246.1M in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Lifeway Foods, Inc. as of Sep 30, 2021. 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
18
−4 vs. Q2 2021
Shares held
1.16M
−37.9K (−3.2%) vs. Q2 2021
Total value
$6.51M
+$287.2K (+4.6%) vs. Q2 2021
New holders
1
2 more added
Sold out
5
5 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LWAY 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.

Institutional holdersQ3 2021: 18 institutions
Q1 2021: 23 institutionsQ2 2021: 22 institutionsQ3 2021: 18 institutionsQ4 2021: 21 institutionsQ1 2022: 17 institutionsQ2 2022: 18 institutionsQ3 2022: 18 institutionsQ4 2022: 22 institutionsQ1 2023: 23 institutionsQ2 2023: 23 institutionsQ3 2023: 40 institutionsQ4 2023: 50 institutionsQ1 2024: 52 institutionsQ2 2024: 62 institutionsQ3 2024: 89 institutionsQ4 2024: 86 institutionsQ1 2025: 82 institutionsQ2 2025: 84 institutionsQ3 2025: 98 institutionsQ4 2025: 89 institutionsQ1 2026: 80 institutionsQ2 2026: 96 institutions
Value heldQ3 2021: $6.51M
Q1 2021: $7.04MQ2 2021: $6.22MQ3 2021: $6.51MQ4 2021: $5.26MQ1 2022: $8.21MQ2 2022: $5.74MQ3 2022: $6.33MQ4 2022: $6.10MQ1 2023: $9.42MQ2 2023: $12.1MQ3 2023: $18.7MQ4 2023: $30.0MQ1 2024: $42.7MQ2 2024: $36.7MQ3 2024: $87.0MQ4 2024: $83.3MQ1 2025: $81.9MQ2 2025: $81.1MQ3 2025: $103.9MQ4 2025: $119.1MQ1 2026: $96.1MQ2 2026: $246.1M
Institutions holding LWAY and their total value by quarter
QuarterHoldersValue
Q2 202696$246.1M
Q1 202680$96.1M
Q4 202589$119.1M
Q3 202598$103.9M
Q2 202584$81.1M
Q1 202582$81.9M
Q4 202486$83.3M
Q3 202489$87.0M
Q2 202462$36.7M
Q1 202452$42.7M
Q4 202350$30.0M
Q3 202340$18.7M
Q2 202323$12.1M
Q1 202323$9.42M
Q4 202222$6.10M
Q3 202218$6.33M
Q2 202218$5.74M
Q1 202217$8.21M
Q4 202121$5.26M
Q3 202118$6.51M
Q2 202122$6.22M
Q1 202123$7.04M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Lifeway Foods, Inc.; share changes are against Q2 2021.

Institutions holding LWAY in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Renaissance Technologies LLC451,480$2.53M0.00%−31,000−6.4%Reduced
Dimensional Fund Advisors LP308,122$1.72M0.00%−798−0.3%Reduced
Vanguard Group Inc145,344$814.0K0.00%00.0%Unchanged
Bridgeway Capital Management, LLC122,301$684.0K0.01%00.0%Unchanged
Geode Capital Management, LLC42,319$236.0K0.00%00.0%Unchanged
BlackRock Inc.31,926$179.0K0.00%+13,449+72.8%Added
Gamco Investors, Inc. Et Al30,000$168.0K0.00%00.0%Unchanged
Northern Trust Corp13,065$73.0K0.00%00.0%Unchanged
Kahn Brothers Group Inc10,000$56.0K0.01%00.0%Unchanged
UBS Group AG3,436$19.0K0.00%−1,024−23.0%Reduced
Advisor Group Holdings, Inc.1,910$11.0K0.00%00.0%Unchanged
Morgan Stanley1,431$8.00K0.00%+180+14.4%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,025$5.00K0.00%+1,025New
Wells Fargo & Company779$4.00K0.00%−1−0.1%Reduced
Northwestern Mutual Wealth Management Co100$1.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)126$1.00K0.00%−80−38.8%Reduced
BNP Paribas Arbitrage, SA2$110.00%00.0%Unchanged
Huntington National Bank1$00.00%00.0%Unchanged
Citadel Advisors LLC0$00.00%−14,161−100.0%Sold out
Advisory Services Network, LLC0$00.00%−2,477−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−2,150−100.0%Sold out
Panagora Asset Management Inc0$00.00%−840−100.0%Sold out
Bank of America Corp0$00.00%−40−100.0%Sold out