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