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 2025
Institutional positions in Lifeway Foods, Inc. as of Mar 31, 2025. 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
- 82
- −3 vs. Q4 2024
- Shares held
- 3.35M
- +10.6K (+0.3%) vs. Q4 2024
- Total value
- $81.9M
- −$916.7K (−1.1%) vs. Q4 2024
- New holders
- 13
- 19 more added
- Sold out
- 16
- 31 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Lifeway Foods, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 446,471 | $10.9M | 0.02% | +10,100+2.3% | Added |
| Vanguard Group Inc | 313,112 | $7.66M | 0.00% | −1,880−0.6% | Reduced |
| Dimensional Fund Advisors LP | 287,696 | $7.03M | 0.00% | −14,870−4.9% | Reduced |
| BlackRock, Inc. | 254,858 | $6.23M | 0.00% | −8,233−3.1% | Reduced |
| TIG Advisors, LLC | 220,817 | $5.40M | 0.35% | +79,218+55.9% | Added |
| Beryl Capital Management LLC | 193,888 | $4.74M | 1.77% | +48,439+33.3% | Added |
| Gamco Investors, Inc. Et Al | 143,550 | $3.51M | 0.04% | +23,200+19.3% | Added |
| Geode Capital Management, LLC | 117,008 | $2.86M | 0.00% | +1,368+1.2% | Added |
| Tudor Investment Corp Et Al | 106,000 | $2.59M | 0.02% | +71,000+202.9% | Added |
| Slotnik Capital, LLC | 96,746 | $2.37M | 1.17% | +43,746+82.5% | Added |
| Towerview LLC | 72,500 | $1.77M | 1.28% | +37,500+107.1% | Added |
| Marshall Wace, LLP | 67,638 | $1.65M | 0.00% | −37,951−35.9% | Reduced |
| Gabelli Funds LLC | 64,656 | $1.58M | 0.01% | +48,388+297.4% | Added |
| American Century Companies Inc | 64,586 | $1.58M | 0.00% | −4,716−6.8% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 60,946 | $1.49M | 0.23% | +60,946 | New |
| De Lisle Partners LLP | 59,782 | $1.46M | 0.24% | 00.0% | Unchanged |
| State Street Corp | 57,537 | $1.41M | 0.00% | −576−1.0% | Reduced |
| Bank of New York Mellon Corp | 57,403 | $1.40M | 0.00% | +1,562+2.8% | Added |
| Northern Trust Corp | 56,638 | $1.38M | 0.00% | −1,401−2.4% | Reduced |
| Ameriprise Financial Inc | 48,707 | $1.19M | 0.00% | −4,605−8.6% | Reduced |
| Boston Partners | 46,804 | $1.14M | 0.00% | +1,804+4.0% | Added |
| Two Sigma Investments, LP | 40,716 | $995.5K | 0.00% | +528+1.3% | Added |
| Goldman Sachs Group Inc | 36,179 | $884.6K | 0.00% | −9,935−21.5% | Reduced |
| D. E. Shaw & Co., Inc. | 29,100 | $711.5K | 0.00% | −9,797−25.2% | Reduced |
| JBF Capital, Inc. | 27,500 | $672.4K | 0.13% | +27,500 | New |
| Los Angeles Capital Management LLC | 26,806 | $655.4K | 0.00% | −16,039−37.4% | Reduced |
| Panagora Asset Management Inc | 25,130 | $614.4K | 0.00% | −285−1.1% | Reduced |
| UBS Group AG | 25,081 | $613.2K | 0.00% | −9,279−27.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 22,133 | $541.2K | 0.00% | −13,149−37.3% | Reduced |
| Groupe la Francaise | 19,906 | $486.7K | 0.01% | +19,906 | New |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 17,367 | $424.6K | 0.02% | +17,367 | New |
| Quinn Opportunity Partners LLC | 16,828 | $411.4K | 0.03% | +16,828 | New |
| Millennium Management LLC | 16,427 | $401.6K | 0.00% | −4,803−22.6% | Reduced |
| First Trust Advisors LP | 16,087 | $393.3K | 0.00% | −279−1.7% | Reduced |
| Corsair Capital Management, L.P. | 14,143 | $345.8K | 0.09% | +2,000+16.5% | Added |
| Morgan Stanley | 14,014 | $342.6K | 0.00% | −19,441−58.1% | Reduced |
| Credit Industriel Et Commercial | 13,272 | $324.5K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,027 | $318.5K | 0.00% | +13,027 | New |
| Charles Schwab Investment Management Inc | 12,909 | $315.6K | 0.00% | +10.0% | Added |
| Bridgeway Capital Management, LLC | 12,801 | $313.0K | 0.01% | −25,000−66.1% | Reduced |
| AQR Capital Management LLC | 11,421 | $279.2K | 0.00% | −5,470−32.4% | Reduced |
| ClearAlpha Technologies LP | 10,000 | $244.5K | 0.22% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 10,000 | $244.0K | 0.05% | 00.0% | Unchanged |
| One68 Global Capital, LLC | 9,360 | $228.9K | 0.11% | −1,941−17.2% | Reduced |
| Algert Global LLC | 9,076 | $221.9K | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 9,033 | $220.9K | 0.00% | +9,033 | New |
| Lazard Asset Management LLC | 8,594 | $210.0K | 0.00% | −6,232−42.0% | Reduced |
| Rhumbline Advisers | 6,068 | $148.4K | 0.00% | +462+8.2% | Added |
| Barclays PLC | 4,889 | $119.5K | 0.00% | −2,238−31.4% | Reduced |
| STRS Ohio | 3,700 | $90.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,423 | $83.7K | 0.00% | −82,536−96.0% | Reduced |
| Citigroup Inc | 3,204 | $78.3K | 0.00% | −401−11.1% | Reduced |
| Deutsche Bank AG | 3,189 | $78.0K | 0.00% | +3,189 | New |
| Wells Fargo & Company | 2,902 | $70.9K | 0.00% | +47+1.6% | Added |
| Bank of America Corp | 2,790 | $68.2K | 0.00% | −1,803−39.3% | Reduced |
| Royal Bank of Canada | 2,713 | $66.0K | 0.00% | +1,850+214.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,623 | $64.1K | 0.00% | +78+3.1% | Added |
| Corebridge Financial, Inc. | 2,205 | $53.9K | 0.00% | −32−1.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,117 | $27.3K | 0.00% | +1,117 | New |
| Abound Wealth Management | 602 | $14.7K | 0.00% | +602 | New |
| SBI Securities Co., Ltd. | 501 | $12.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 494 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 441 | $10.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 424 | $10.4K | 0.00% | −407−49.0% | Reduced |
| Meeder Asset Management Inc | 369 | $9.02K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 326 | $7.97K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 300 | $7.33K | 0.00% | −150−33.3% | Reduced |
| New York State Common Retirement Fund | 300 | $7.33K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 229 | $5.60K | 0.00% | −244−51.6% | Reduced |
| Amalgamated Bank | 156 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 116 | $3.00K | 0.00% | −130−52.8% | Reduced |
| NBC Securities, Inc. | 147 | $3.00K | 0.00% | +147 | New |
| Northwestern Mutual Wealth Management Co | 100 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 100 | $2.38K | 0.00% | +100 | New |
| FMR LLC | 81 | $1.98K | 0.00% | −20−19.8% | Reduced |
| Nisa Investment Advisors, LLC | 28 | $685 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 15 | $367 | 0.00% | +1+7.1% | Added |
| GWM Advisors LLC | 6 | $147 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $147 | 0.00% | 0 | Unchanged |
| Sterling Capital Management LLC | 5 | $122 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4 | $98 | 0.00% | +4 | New |
| Huntington National Bank | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −117,951−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −25,080−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −16,273−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −15,630−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −14,487−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −9,892−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −8,930−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −8,469−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −8,160−100.0% | Sold out |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | – | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Cigogne Management SA | – | – | – | – | Not filed |