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, Q3 2025
Institutional positions in Lifeway Foods, Inc. as of Sep 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
- 98
- +14 vs. Q2 2025
- Shares held
- 3.74M
- +452.1K (+13.7%) vs. Q2 2025
- Total value
- $103.9M
- +$22.8M (+28.1%) vs. Q2 2025
- New holders
- 27
- 24 more added
- Sold out
- 13
- 29 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Lifeway Foods, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $28 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $28 | 0.00% | +1 | New |
| Advisory Services Network, LLC | 3 | $83 | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 5 | $138 | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 10 | $278 | 0.00% | +5+100.0% | Added |
| Cornerstone Planning Group LLC | 13 | $315 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 12 | $333 | 0.00% | +2+20.0% | Added |
| EverSource Wealth Advisors, LLC | 18 | $500 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 25 | $694 | 0.00% | +10+66.7% | Added |
| Nisa Investment Advisors, LLC | 38 | $1.05K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 40 | $1.11K | 0.00% | +40 | New |
| Covestor Ltd | 77 | $2.00K | 0.00% | +77 | New |
| Optiver Holding B.V. | 86 | $2.39K | 0.00% | +86 | New |
| Bear Mountain Capital, Inc. | 100 | $2.69K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $2.78K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 156 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 127 | $4.00K | 0.00% | +10+8.5% | Added |
| NBC Securities, Inc. | 147 | $4.08K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 218 | $6.05K | 0.00% | −1,606−88.0% | Reduced |
| Whittier Trust Co | 327 | $8.32K | 0.00% | +327 | New |
| California State Teachers Retirement System | 326 | $9.05K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 441 | $12.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 444 | $13.1K | 0.00% | −10−2.2% | Reduced |
| SBI Securities Co., Ltd. | 501 | $13.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 505 | $14.0K | 0.00% | +421+501.2% | Added |
| Royal Bank of Canada | 535 | $15.0K | 0.00% | −267−33.3% | Reduced |
| Tower Research Capital LLC (TRC) | 543 | $15.1K | 0.00% | −915−62.8% | Reduced |
| Legal & General Group Plc | 576 | $16.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 595 | $16.5K | 0.00% | +586+6,511.1% | Added |
| Abound Wealth Management | 602 | $16.7K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 738 | $20.0K | 0.00% | +738 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $27.8K | 0.00% | +1,000 | New |
| Larson Financial Group LLC | 1,116 | $31.0K | 0.00% | +1,116 | New |
| Credit Industriel Et Commercial | 1,272 | $35.3K | 0.01% | −12,000−90.4% | Reduced |
| New York State Common Retirement Fund | 1,600 | $44.4K | 0.00% | +1,300+433.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,677 | $46.6K | 0.00% | +560+50.1% | Added |
| Groupe la Francaise | 1,906 | $52.9K | 0.00% | −18,000−90.4% | Reduced |
| Central Pacific Bank - Trust Division | 2,000 | $55.5K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 2,225 | $61.8K | 0.00% | −2,541−53.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,280 | $63.3K | 0.00% | −527−18.8% | Reduced |
| MetLife Investment Management | 3,061 | $85.0K | 0.00% | +3,061 | New |
| Deutsche Bank AG | 3,199 | $88.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,907 | $108.4K | 0.00% | +501+14.7% | Added |
| UBS Group AG | 4,650 | $129.1K | 0.00% | −9,743−67.7% | Reduced |
| Towerview LLC | 5,000 | $138.8K | 0.10% | −73,500−93.6% | Reduced |
| Wexford Capital LP | 5,174 | $143.6K | 0.04% | +5,174 | New |
| Rhumbline Advisers | 6,559 | $182.1K | 0.00% | −213−3.1% | Reduced |
| Bank of Montreal | 7,295 | $202.5K | 0.00% | +7,295 | New |
| Barclays PLC | 7,350 | $204.0K | 0.00% | −1,628−18.1% | Reduced |
| Engineers Gate Manager LP | 7,386 | $205.0K | 0.00% | +7,386 | New |
| Teton Advisors, LLC | 8,100 | $224.9K | 0.14% | +8,100 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 9,090 | $252.3K | 0.00% | −1,743−16.1% | Reduced |
| Alliancebernstein L.P. | 9,250 | $256.8K | 0.00% | +500+5.7% | Added |
| JPMorgan Chase & Co | 10,712 | $297.4K | 0.00% | −2,760−20.5% | Reduced |
| STRS Ohio | 10,900 | $302.6K | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 11,600 | $322.0K | 0.00% | +11,600 | New |
| BNP Paribas Arbitrage, SA | 14,297 | $396.9K | 0.00% | +12,746+821.8% | Added |
| Corsair Capital Management, L.P. | 14,428 | $400.5K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,209 | $422.2K | 0.00% | +6,619+77.1% | Added |
| Charles Schwab Investment Management Inc | 15,446 | $428.8K | 0.00% | +27+0.2% | Added |
| Millennium Management LLC | 15,709 | $436.1K | 0.00% | +15,709 | New |
| Pekin Hardy Strauss, Inc. | 15,750 | $437.2K | 0.04% | +1,000+6.8% | Added |
| Squarepoint Ops LLC | 15,946 | $442.7K | 0.00% | +15,946 | New |
| CWM Advisors, LLC | 16,523 | $458.7K | 0.04% | +16,523 | New |
| Ionic Capital Management LLC | 18,000 | $499.7K | 0.56% | +18,000 | New |
| Los Angeles Capital Management LLC | 19,084 | $529.8K | 0.00% | −3,052−13.8% | Reduced |
| D. E. Shaw & Co., Inc. | 19,985 | $554.8K | 0.00% | −5,308−21.0% | Reduced |
| Panagora Asset Management Inc | 25,345 | $703.6K | 0.00% | +10.0% | Added |
| Two Sigma Advisers, LP | 25,900 | $719.0K | 0.00% | +25,900 | New |
| Lazard Asset Management LLC | 26,989 | $749.2K | 0.00% | +23,471+667.2% | Added |
| Citadel Advisors LLC | 27,241 | $756.2K | 0.00% | +1,245+4.8% | Added |
| JBF Capital, Inc. | 27,500 | $763.4K | 0.11% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 27,680 | $768.4K | 0.00% | −21,104−43.3% | Reduced |
| EAM Investors, LLC | 28,882 | $801.8K | 0.09% | +28,882 | New |
| American Century Companies Inc | 32,614 | $905.4K | 0.00% | −8,279−20.2% | Reduced |
| Goldman Sachs Group Inc | 33,750 | $936.9K | 0.00% | −5,494−14.0% | Reduced |
| Acadian Asset Management LLC | 34,789 | $963.0K | 0.00% | +34,789 | New |
| Balyasny Asset Management LLC | 36,081 | $1.00M | 0.00% | +36,081 | New |
| CenterBook Partners LP | 37,500 | $1.04M | 0.05% | +37,500 | New |
| Nuveen, LLC | 38,731 | $1.08M | 0.00% | +38,731 | New |
| Morgan Stanley | 53,707 | $1.49M | 0.00% | −1,136−2.1% | Reduced |
| De Lisle Partners LLP | 53,782 | $1.49M | 0.18% | −6,000−10.0% | Reduced |
| Northern Trust Corp | 56,227 | $1.56M | 0.00% | −1,937−3.3% | Reduced |
| Bank of New York Mellon Corp | 58,957 | $1.64M | 0.00% | +646+1.1% | Added |
| Gabelli & Co Investment Advisers, Inc. | 62,746 | $1.74M | 0.28% | −32,000−33.8% | Reduced |
| Gabelli Funds LLC | 69,817 | $1.94M | 0.01% | −28,827−29.2% | Reduced |
| TIG Advisors, LLC | 76,059 | $2.11M | 0.13% | −136,208−64.2% | Reduced |
| State Street Corp | 85,457 | $2.37M | 0.00% | +3,340+4.1% | Added |
| Tudor Investment Corp Et Al | 94,405 | $2.62M | 0.02% | −18,161−16.1% | Reduced |
| Two Sigma Investments, LP | 101,311 | $2.81M | 0.00% | +73,203+260.4% | Added |
| Geode Capital Management, LLC | 130,516 | $3.62M | 0.00% | +5,790+4.6% | Added |
| Slotnik Capital, LLC | 141,761 | $3.94M | 1.42% | +11,921+9.2% | Added |
| Gamco Investors, Inc. Et Al | 151,350 | $4.20M | 0.04% | +1,800+1.2% | Added |
| Dimensional Fund Advisors LP | 245,478 | $6.81M | 0.00% | −18,298−6.9% | Reduced |
| BlackRock, Inc. | 282,450 | $7.84M | 0.00% | +4,405+1.6% | Added |
| Vanguard Group Inc | 311,937 | $8.66M | 0.00% | −5,578−1.8% | Reduced |
| Renaissance Technologies LLC | 417,771 | $11.6M | 0.02% | −18,000−4.1% | Reduced |
| Divisadero Street Capital Management, LP | 630,183 | $17.5M | 0.81% | +630,183 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −47,641−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −37,424−100.0% | Sold out |