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, Q1 2023
Institutional positions in Lifeway Foods, Inc. as of Mar 31, 2023. 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
- 23
- +1 vs. Q4 2022
- Shares held
- 1.56M
- +460.6K (+41.9%) vs. Q4 2022
- Total value
- $9.42M
- +$3.32M (+54.5%) vs. Q4 2022
- New holders
- 3
- 6 more added
- Sold out
- 2
- 3 more reduced
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Lifeway Foods, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 383,982 | $2.32M | 0.00% | +8,200+2.2% | Added |
| Kanen Wealth Management LLC | 298,713 | $1.80M | 1.23% | +298,713 | New |
| Dimensional Fund Advisors LP | 266,535 | $1.61M | 0.00% | +3,657+1.4% | Added |
| Vanguard Group Inc | 264,650 | $1.60M | 0.00% | +55,819+26.7% | Added |
| Bridgeway Capital Management, LLC | 86,660 | $523.4K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 80,008 | $483.2K | 0.00% | +80,008 | New |
| Geode Capital Management, LLC | 46,578 | $281.3K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 30,000 | $181.2K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 22,994 | $138.9K | 0.00% | +330+1.5% | Added |
| Millennium Management LLC | 22,271 | $135.0K | 0.00% | +7,466+50.4% | Added |
| Citadel Advisors LLC | 19,487 | $117.7K | 0.00% | +19,487 | New |
| Northern Trust Corp | 15,043 | $90.9K | 0.00% | +329+2.2% | Added |
| Kahn Brothers Group Inc | 10,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 6,014 | $36.3K | 0.00% | −10,881−64.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,609 | $16.0K | 0.00% | −372−12.5% | Reduced |
| Morgan Stanley | 1,407 | $8.50K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,250 | $7.55K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 778 | $4.70K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 250 | $1.51K | 0.00% | −2,000−88.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $604 | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $604 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2 | $12 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −5−100.0% | Sold out |