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 |
|---|---|---|---|---|---|
| Bank of Montreal | 0 | $0 | 0.00% | −7,295−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −5,174−100.0% | Sold out |
| Towerview LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −3,061−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Credit Industriel Et Commercial | 0 | $0 | 0.00% | −1,272−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |