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