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 2024
Institutional positions in Lifeway Foods, Inc. as of Mar 31, 2024. 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
- 52
- +2 vs. Q4 2023
- Shares held
- 2.48M
- +242.5K (+10.8%) vs. Q4 2023
- Total value
- $42.7M
- +$12.7M (+42.3%) vs. Q4 2023
- New holders
- 7
- 17 more added
- Sold out
- 5
- 18 more reduced
Compare with Q4 2023: 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 2024
Shares, value and share of portfolio for each institution holding Lifeway Foods, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 424,682 | $7.31M | 0.01% | +14,372+3.5% | Added |
| Dimensional Fund Advisors LP | 318,231 | $5.48M | 0.00% | +752+0.2% | Added |
| Vanguard Group Inc | 260,569 | $4.49M | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 246,480 | $4.24M | 0.34% | +11,383+4.8% | Added |
| Millennium Management LLC | 114,585 | $1.97M | 0.00% | +17,335+17.8% | Added |
| Gamco Investors, Inc. Et Al | 109,700 | $1.89M | 0.02% | +30,100+37.8% | Added |
| Morgan Stanley | 76,165 | $1.31M | 0.00% | +67,004+731.4% | Added |
| Navellier & Associates Inc | 68,171 | $1.17M | 0.14% | +30,990+83.3% | Added |
| Marshall Wace, LLP | 67,475 | $1.16M | 0.00% | −24,275−26.5% | Reduced |
| Bridgeway Capital Management, LLC | 67,139 | $1.16M | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 58,916 | $1.01M | 0.00% | +43,812+290.1% | Added |
| Geode Capital Management, LLC | 58,712 | $1.01M | 0.00% | −2,115−3.5% | Reduced |
| Man Group plc | 56,530 | $973.4K | 0.00% | +16,125+39.9% | Added |
| Susquehanna International Group, LLP | 44,370 | $764.1K | 0.00% | +12,599+39.7% | Added |
| Laurion Capital Management LP | 43,388 | $747.1K | 0.02% | 00.0% | Unchanged |
| De Lisle Partners LLP | 42,912 | $735.7K | 0.17% | +42,912 | New |
| Bank of New York Mellon Corp | 37,421 | $644.4K | 0.00% | −1,748−4.5% | Reduced |
| EAM Investors, LLC | 36,555 | $629.5K | 0.10% | −12,977−26.2% | Reduced |
| Goldman Sachs Group Inc | 33,814 | $582.3K | 0.00% | +21,843+182.5% | Added |
| Northern Trust Corp | 23,891 | $411.4K | 0.00% | −1,295−5.1% | Reduced |
| Jane Street Group, LLC | 23,480 | $404.3K | 0.00% | +4,336+22.6% | Added |
| Two Sigma Investments, LP | 19,266 | $331.8K | 0.00% | +5,710+42.1% | Added |
| State Street Corp | 18,988 | $327.0K | 0.00% | −1,400−6.9% | Reduced |
| Cubist Systematic Strategies, LLC | 17,700 | $304.8K | 0.00% | +3,528+24.9% | Added |
| BlackRock Inc. | 17,523 | $301.7K | 0.00% | −28,808−62.2% | Reduced |
| Citigroup Inc | 17,280 | $297.6K | 0.00% | +7,133+70.3% | Added |
| Acadian Asset Management LLC | 16,262 | $279.0K | 0.00% | −1,545−8.7% | Reduced |
| Qube Research & Technologies Ltd | 15,342 | $264.2K | 0.00% | +7,836+104.4% | Added |
| HRT Financial LP | 15,085 | $259.0K | 0.00% | +15,085 | New |
| Arrowstreet Capital, Limited Partnership | 14,962 | $258.0K | 0.00% | +14,962 | New |
| Barclays PLC | 14,511 | $249.9K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 14,300 | $246.2K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 13,255 | $228.3K | 0.01% | −9,362−41.4% | Reduced |
| Gsa Capital Partners LLP | 12,475 | $215.0K | 0.02% | +12,475 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 12,373 | $213.1K | 0.00% | +12,373 | New |
| Teton Advisors, Inc. | 11,500 | $198.0K | 0.07% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 10,000 | $172.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,916 | $136.0K | 0.00% | +302+4.0% | Added |
| Globeflex Capital L P | 7,311 | $125.9K | 0.01% | −2,589−26.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,204 | $72.4K | 0.02% | +4,204 | New |
| UBS Group AG | 1,784 | $30.7K | 0.00% | −360−16.8% | Reduced |
| Bank of America Corp | 1,439 | $24.8K | 0.00% | −2,068−59.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,250 | $21.5K | 0.00% | −6,737−84.3% | Reduced |
| Wells Fargo & Company | 790 | $13.6K | 0.00% | −780−49.7% | Reduced |
| GWM Advisors LLC | 581 | $10.0K | 0.00% | −1,409−70.8% | Reduced |
| Rhumbline Advisers | 200 | $3.44K | 0.00% | −1,200−85.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 90 | $1.55K | 0.00% | −238−72.6% | Reduced |
| Royal Bank of Canada | 45 | $1.00K | 0.00% | −7,376−99.4% | Reduced |
| BNP Paribas Arbitrage, SA | 2 | $34 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 135 | $2 | 0.00% | +135 | New |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −18,239−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −13,929−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,091−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5,010−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −235−100.0% | Sold out |