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, Q2 2025
Institutional positions in Lifeway Foods, Inc. as of Jun 30, 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
- 84
- +2 vs. Q1 2025
- Shares held
- 3.29M
- −57.0K (−1.7%) vs. Q1 2025
- Total value
- $81.1M
- −$735.5K (−0.9%) vs. Q1 2025
- New holders
- 10
- 39 more added
- Sold out
- 8
- 16 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Lifeway Foods, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 435,771 | $10.7M | 0.01% | −10,700−2.4% | Reduced |
| Vanguard Group Inc | 317,515 | $7.83M | 0.00% | +4,403+1.4% | Added |
| BlackRock, Inc. | 278,045 | $6.85M | 0.00% | +23,187+9.1% | Added |
| Dimensional Fund Advisors LP | 263,776 | $6.50M | 0.00% | −23,920−8.3% | Reduced |
| TIG Advisors, LLC | 212,267 | $5.23M | 0.29% | −8,550−3.9% | Reduced |
| Gamco Investors, Inc. Et Al | 149,550 | $3.69M | 0.04% | +6,000+4.2% | Added |
| Slotnik Capital, LLC | 129,840 | $3.20M | 1.29% | +33,094+34.2% | Added |
| Geode Capital Management, LLC | 124,726 | $3.07M | 0.00% | +7,718+6.6% | Added |
| Tudor Investment Corp Et Al | 112,566 | $2.77M | 0.02% | +6,566+6.2% | Added |
| Gabelli Funds LLC | 98,644 | $2.43M | 0.02% | +33,988+52.6% | Added |
| Gabelli & Co Investment Advisers, Inc. | 94,746 | $2.34M | 0.36% | +33,800+55.5% | Added |
| State Street Corp | 82,117 | $2.02M | 0.00% | +24,580+42.7% | Added |
| Towerview LLC | 78,500 | $1.94M | 1.38% | +6,000+8.3% | Added |
| De Lisle Partners LLP | 59,782 | $1.48M | 0.21% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 58,311 | $1.44M | 0.00% | +908+1.6% | Added |
| Northern Trust Corp | 58,164 | $1.43M | 0.00% | +1,526+2.7% | Added |
| Morgan Stanley | 54,843 | $1.35M | 0.00% | +40,829+291.3% | Added |
| Ameriprise Financial Inc | 48,784 | $1.20M | 0.00% | +77+0.2% | Added |
| Marshall Wace, LLP | 47,641 | $1.17M | 0.00% | −19,997−29.6% | Reduced |
| American Century Companies Inc | 40,893 | $1.01M | 0.00% | −23,693−36.7% | Reduced |
| Goldman Sachs Group Inc | 39,244 | $967.4K | 0.00% | +3,065+8.5% | Added |
| Boston Partners | 37,424 | $922.5K | 0.00% | −9,380−20.0% | Reduced |
| Beryl Capital Management LLC | 32,704 | $806.2K | 0.12% | −161,184−83.1% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 31,618 | $779.4K | 0.04% | +14,251+82.1% | Added |
| Two Sigma Investments, LP | 28,108 | $692.9K | 0.00% | −12,608−31.0% | Reduced |
| JBF Capital, Inc. | 27,500 | $677.9K | 0.11% | 00.0% | Unchanged |
| Citadel Advisors LLC | 25,996 | $640.8K | 0.00% | +12,969+99.6% | Added |
| Panagora Asset Management Inc | 25,344 | $624.7K | 0.00% | +214+0.9% | Added |
| D. E. Shaw & Co., Inc. | 25,293 | $623.5K | 0.00% | −3,807−13.1% | Reduced |
| Los Angeles Capital Management LLC | 22,136 | $545.7K | 0.00% | −4,670−17.4% | Reduced |
| Groupe la Francaise | 19,906 | $490.7K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 17,178 | $423.4K | 0.00% | +1,091+6.8% | Added |
| Charles Schwab Investment Management Inc | 15,419 | $380.1K | 0.00% | +2,510+19.4% | Added |
| Pekin Hardy Strauss, Inc. | 14,750 | $363.6K | 0.04% | +14,750 | New |
| Corsair Capital Management, L.P. | 14,428 | $355.6K | 0.07% | +285+2.0% | Added |
| UBS Group AG | 14,393 | $354.8K | 0.00% | −10,688−42.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 14,271 | $351.8K | 0.00% | +5,238+58.0% | Added |
| JPMorgan Chase & Co | 13,472 | $332.1K | 0.00% | +10,049+293.6% | Added |
| Credit Industriel Et Commercial | 13,272 | $327.2K | 0.05% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 12,423 | $306.2K | 0.03% | −4,405−26.2% | Reduced |
| STRS Ohio | 10,900 | $268.7K | 0.00% | +7,200+194.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,833 | $267.0K | 0.00% | −11,300−51.1% | Reduced |
| Carlson Capital L P | 10,000 | $246.5K | 0.14% | +10,000 | New |
| Barclays PLC | 8,978 | $221.3K | 0.00% | +4,089+83.6% | Added |
| Alliancebernstein L.P. | 8,750 | $215.7K | 0.00% | +8,750 | New |
| Jane Street Group, LLC | 8,590 | $211.7K | 0.00% | +8,590 | New |
| Rhumbline Advisers | 6,772 | $166.9K | 0.00% | +704+11.6% | Added |
| Bank of America Corp | 4,766 | $117.5K | 0.00% | +1,976+70.8% | Added |
| Lazard Asset Management LLC | 3,518 | $86.0K | 0.00% | −5,076−59.1% | Reduced |
| Wells Fargo & Company | 3,406 | $83.9K | 0.00% | +504+17.4% | Added |
| Deutsche Bank AG | 3,199 | $78.9K | 0.00% | +10+0.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,807 | $69.2K | 0.00% | +184+7.0% | Added |
| Byrne Asset Management LLC | 2,136 | $52.7K | 0.04% | +2,136 | New |
| Central Pacific Bank - Trust Division | 2,000 | $49.3K | 0.01% | +2,000 | New |
| Citigroup Inc | 1,824 | $45.0K | 0.00% | −1,380−43.1% | Reduced |
| Raymond James Financial Inc | 1,625 | $40.1K | 0.00% | +1,625 | New |
| BNP Paribas Arbitrage, SA | 1,551 | $38.2K | 0.00% | +1,322+577.3% | Added |
| Tower Research Capital LLC (TRC) | 1,458 | $35.9K | 0.00% | +1,034+243.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,117 | $27.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 802 | $20.0K | 0.00% | −1,911−70.4% | Reduced |
| Abound Wealth Management | 602 | $14.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 576 | $14.2K | 0.00% | +82+16.6% | Added |
| SBI Securities Co., Ltd. | 501 | $12.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 454 | $11.2K | 0.00% | +154+51.3% | Added |
| Ameritas Investment Partners, Inc. | 441 | $10.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 369 | $9.10K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 326 | $8.04K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 300 | $7.39K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 156 | $4.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 147 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 117 | $3.00K | 0.00% | +1+0.9% | Added |
| Bear Mountain Capital, Inc. | 100 | $2.50K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 84 | $2.07K | 0.00% | +3+3.7% | Added |
| Nisa Investment Advisors, LLC | 38 | $937 | 0.00% | +10+35.7% | Added |
| EverSource Wealth Advisors, LLC | 18 | $444 | 0.00% | +14+350.0% | Added |
| GAMMA Investing LLC | 15 | $370 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $352 | 0.00% | +13 | New |
| Sterling Capital Management LLC | 10 | $247 | 0.00% | +5+100.0% | Added |
| Russell Investments Group, Ltd. | 9 | $222 | 0.00% | +9 | New |
| IFP Advisors, Inc | 0 | $197 | 0.00% | 0 | Unchanged |
| GWM Advisors LLC | 6 | $148 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $124 | 0.00% | +5 | New |
| Huntington National Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −16,427−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −12,801−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −11,421−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Kahn Brothers Group Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −9,360−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −9,076−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |