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, Q4 2025
Institutional positions in Lifeway Foods, Inc. as of Dec 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
- 89
- −9 vs. Q3 2025
- Shares held
- 4.92M
- +1.17M (+31.3%) vs. Q3 2025
- Total value
- $119.1M
- +$15.2M (+14.6%) vs. Q3 2025
- New holders
- 16
- 31 more added
- Sold out
- 25
- 29 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Lifeway Foods, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Divisadero Street Capital Management, LP | 1,347,635 | $32.7M | 1.86% | +717,452+113.8% | Added |
| Cresset Asset Management, LLC | 508,232 | $12.3M | 0.05% | +508,232 | New |
| Renaissance Technologies LLC | 375,371 | $9.10M | 0.01% | −42,400−10.1% | Reduced |
| Vanguard Group Inc | 343,036 | $8.31M | 0.00% | +31,099+10.0% | Added |
| BlackRock, Inc. | 288,143 | $6.98M | 0.00% | +5,693+2.0% | Added |
| Dimensional Fund Advisors LP | 216,675 | $5.25M | 0.00% | −28,803−11.7% | Reduced |
| Tudor Investment Corp Et Al | 163,361 | $3.96M | 0.02% | +68,956+73.0% | Added |
| Gamco Investors, Inc. Et Al | 160,750 | $3.89M | 0.04% | +9,400+6.2% | Added |
| Geode Capital Management, LLC | 134,816 | $3.27M | 0.00% | +4,300+3.3% | Added |
| Slotnik Capital, LLC | 128,581 | $3.12M | 0.85% | −13,180−9.3% | Reduced |
| Two Sigma Investments, LP | 127,015 | $3.08M | 0.00% | +25,704+25.4% | Added |
| Marshall Wace, LLP | 123,158 | $2.98M | 0.00% | +123,158 | New |
| State Street Corp | 91,246 | $2.21M | 0.00% | +5,789+6.8% | Added |
| Bank of New York Mellon Corp | 64,633 | $1.57M | 0.00% | +5,676+9.6% | Added |
| Millennium Management LLC | 57,545 | $1.39M | 0.00% | +41,836+266.3% | Added |
| Northern Trust Corp | 53,830 | $1.30M | 0.00% | −2,397−4.3% | Reduced |
| De Lisle Partners LLP | 53,782 | $1.30M | 0.17% | 00.0% | Unchanged |
| Gabelli Funds LLC | 50,259 | $1.22M | 0.01% | −19,558−28.0% | Reduced |
| Morgan Stanley | 41,518 | $1.01M | 0.00% | −12,189−22.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 39,501 | $957.1K | 0.14% | −23,245−37.0% | Reduced |
| Acadian Asset Management LLC | 37,718 | $911.0K | 0.00% | +2,929+8.4% | Added |
| Lotus Technology Management, LP | 37,301 | $903.8K | 0.50% | +37,301 | New |
| Two Sigma Advisers, LP | 31,600 | $765.7K | 0.00% | +5,700+22.0% | Added |
| Jane Street Group, LLC | 28,725 | $696.0K | 0.00% | +13,516+88.9% | Added |
| Goldman Sachs Group Inc | 27,915 | $676.4K | 0.00% | −5,835−17.3% | Reduced |
| Citadel Advisors LLC | 21,833 | $529.0K | 0.00% | −5,408−19.9% | Reduced |
| Nuveen, LLC | 21,401 | $518.5K | 0.00% | −17,330−44.7% | Reduced |
| Squarepoint Ops LLC | 20,415 | $494.7K | 0.00% | +4,469+28.0% | Added |
| Point72 Asset Management, L.P. | 19,835 | $480.6K | 0.00% | +19,835 | New |
| CWM Advisors, LLC | 19,585 | $474.5K | 0.04% | +3,062+18.5% | Added |
| Los Angeles Capital Management LLC | 18,374 | $445.2K | 0.00% | −710−3.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 16,750 | $405.9K | 0.04% | +1,000+6.3% | Added |
| JPMorgan Chase & Co | 16,380 | $396.9K | 0.00% | +5,668+52.9% | Added |
| Charles Schwab Investment Management Inc | 15,406 | $373.3K | 0.00% | −40−0.3% | Reduced |
| Panagora Asset Management Inc | 14,978 | $362.9K | 0.00% | −10,367−40.9% | Reduced |
| American Century Companies Inc | 14,881 | $360.6K | 0.00% | −17,733−54.4% | Reduced |
| Corsair Capital Management, L.P. | 14,426 | $349.5K | 0.06% | −20.0% | Reduced |
| EntryPoint Capital, LLC | 11,748 | $284.7K | 0.11% | +11,748 | New |
| R Squared Ltd | 10,968 | $265.8K | 0.12% | +10,968 | New |
| STRS Ohio | 10,900 | $264.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 10,655 | $258.2K | 0.00% | +10,655 | New |
| Alliancebernstein L.P. | 9,250 | $224.1K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,019 | $218.5K | 0.00% | +9,019 | New |
| BNP Paribas Arbitrage, SA | 8,869 | $214.9K | 0.00% | −5,428−38.0% | Reduced |
| D. E. Shaw & Co., Inc. | 8,652 | $209.6K | 0.00% | −11,333−56.7% | Reduced |
| Ameriprise Financial Inc | 8,512 | $206.2K | 0.00% | −19,168−69.2% | Reduced |
| Man Group plc | 8,501 | $206.0K | 0.00% | +8,501 | New |
| Byrne Asset Management LLC | 8,494 | $205.8K | 0.11% | +8,494 | New |
| State of Wyoming | 8,268 | $200.3K | 0.02% | +8,268 | New |
| Barclays PLC | 8,009 | $194.1K | 0.00% | +659+9.0% | Added |
| Wells Fargo & Company | 6,369 | $154.3K | 0.00% | +2,462+63.0% | Added |
| Rhumbline Advisers | 6,001 | $145.4K | 0.00% | −558−8.5% | Reduced |
| Bank of America Corp | 3,868 | $93.7K | 0.00% | +1,643+73.8% | Added |
| Deutsche Bank AG | 3,494 | $84.7K | 0.00% | +295+9.2% | Added |
| UBS Group AG | 3,110 | $75.4K | 0.00% | −1,540−33.1% | Reduced |
| State of Alaska, Department of Revenue | 2,967 | $71.0K | 0.00% | +2,229+302.0% | Added |
| Larson Financial Group LLC | 2,580 | $62.5K | 0.00% | +1,464+131.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,366 | $57.3K | 0.00% | +86+3.8% | Added |
| Central Pacific Bank - Trust Division | 2,000 | $48.5K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,677 | $40.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,600 | $38.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,514 | $36.7K | 0.00% | +1,070+241.0% | Added |
| SageView Advisory Group, LLC | 1,440 | $34.9K | 0.00% | +1,440 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $24.2K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1,000 | $24.2K | 0.00% | +1,000 | New |
| Royal Bank of Canada | 1,021 | $24.0K | 0.00% | +486+90.8% | Added |
| Abound Wealth Management | 602 | $14.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 593 | $14.4K | 0.00% | +593 | New |
| Legal & General Group Plc | 534 | $12.9K | 0.00% | −42−7.3% | Reduced |
| SBI Securities Co., Ltd. | 501 | $12.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 462 | $11.2K | 0.00% | +244+111.9% | Added |
| Ameritas Investment Partners, Inc. | 441 | $10.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 435 | $10.5K | 0.00% | −160−26.9% | Reduced |
| Tower Research Capital LLC (TRC) | 382 | $9.26K | 0.00% | −161−29.7% | Reduced |
| FMR LLC | 341 | $8.26K | 0.00% | −164−32.5% | Reduced |
| California State Teachers Retirement System | 316 | $7.66K | 0.00% | −10−3.1% | Reduced |
| Amalgamated Bank | 161 | $4.00K | 0.00% | +5+3.2% | Added |
| Northwestern Mutual Wealth Management Co | 100 | $2.42K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 86 | $2.08K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 87 | $2.00K | 0.00% | −40−31.5% | Reduced |
| UBS Asset Management Americas Inc | 59 | $1.43K | 0.00% | +59 | New |
| Nisa Investment Advisors, LLC | 43 | $1.04K | 0.00% | +5+13.2% | Added |
| Covestor Ltd | 57 | $1.00K | 0.00% | −20−26.0% | Reduced |
| Sterling Capital Management LLC | 33 | $800 | 0.00% | +21+175.0% | Added |
| Allworth Financial LP | 20 | $485 | 0.00% | +20 | New |
| GAMMA Investing LLC | 16 | $388 | 0.00% | −9−36.0% | Reduced |
| Parallel Advisors, LLC | 14 | $339 | 0.00% | −26−65.0% | Reduced |
| Clearstead Advisors, LLC | 12 | $291 | 0.00% | +2+20.0% | Added |
| Huntington National Bank | 1 | $24 | 0.00% | 00.0% | Unchanged |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −76,059−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −36,081−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −28,882−100.0% | Sold out |
| JBF Capital, Inc. | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −26,989−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −9,090−100.0% | Sold out |
| Teton Advisors, LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,386−100.0% | Sold out |