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, Q4 2021
Institutional positions in Lifeway Foods, Inc. as of Dec 31, 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
- 21
- +3 vs. Q3 2021
- Shares held
- 1.13M
- −31.3K (−2.7%) vs. Q3 2021
- Total value
- $5.26M
- −$1.25M (−19.2%) vs. Q3 2021
- New holders
- 4
- 5 more added
- Sold out
- 1
- 5 more reduced
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 96 | $246.1M |
| Q1 2026 | 80 | $96.1M |
| Q4 2025 | 89 | $119.1M |
| Q3 2025 | 98 | $103.9M |
| Q2 2025 | 84 | $81.1M |
| Q1 2025 | 82 | $81.9M |
| Q4 2024 | 86 | $83.3M |
| Q3 2024 | 89 | $87.0M |
| Q2 2024 | 62 | $36.7M |
| Q1 2024 | 52 | $42.7M |
| Q4 2023 | 50 | $30.0M |
| Q3 2023 | 40 | $18.7M |
| Q2 2023 | 23 | $12.1M |
| Q1 2023 | 23 | $9.42M |
| Q4 2022 | 22 | $6.10M |
| Q3 2022 | 18 | $6.33M |
| Q2 2022 | 18 | $5.74M |
| Q1 2022 | 17 | $8.21M |
| Q4 2021 | 21 | $5.26M |
| Q3 2021 | 18 | $6.51M |
| Q2 2021 | 22 | $6.22M |
| Q1 2021 | 23 | $7.04M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Lifeway Foods, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 16 | $0 | 0.00% | +16 | New |
| James Reed Financial Services, Inc. | 50 | $0 | 0.00% | +50 | New |
| BNP Paribas Arbitrage, SA | 2 | $9 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 125 | $1.00K | 0.00% | +125 | New |
| CWM, LLC | 300 | $1.00K | 0.00% | +300 | New |
| Wells Fargo & Company | 778 | $3.00K | 0.00% | −1−0.1% | Reduced |
| Morgan Stanley | 1,440 | $7.00K | 0.00% | +9+0.6% | Added |
| Advisor Group Holdings, Inc. | 1,866 | $8.00K | 0.00% | −44−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,428 | $12.0K | 0.00% | +2,302+1,827.0% | Added |
| Kahn Brothers Group Inc | 10,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 13,457 | $62.0K | 0.00% | +10,021+291.6% | Added |
| Northern Trust Corp | 14,642 | $67.0K | 0.00% | +1,577+12.1% | Added |
| Gamco Investors, Inc. Et Al | 30,000 | $138.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 32,851 | $151.0K | 0.00% | +925+2.9% | Added |
| Geode Capital Management, LLC | 42,319 | $199.0K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 122,301 | $577.0K | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 145,038 | $667.0K | 0.00% | −306−0.2% | Reduced |
| Dimensional Fund Advisors LP | 289,933 | $1.37M | 0.00% | −18,189−5.9% | Reduced |
| Renaissance Technologies LLC | 424,460 | $1.95M | 0.00% | −27,020−6.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |