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, Q1 2026
Institutional positions in Lifeway Foods, Inc. as of Mar 31, 2026. 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
- 80
- −8 vs. Q4 2025
- Shares held
- 4.97M
- +395.1K (+8.6%) vs. Q4 2025
- Total value
- $96.1M
- −$14.7M (−13.3%) vs. Q4 2025
- New holders
- 12
- 27 more added
- Sold out
- 20
- 25 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Lifeway Foods, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Divisadero Street Capital Management, LP | 1,408,768 | $27.2M | 1.28% | +61,133+4.5% | Added |
| Cresset Asset Management, LLC | 508,232 | $9.83M | 0.04% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 368,671 | $7.13M | 0.01% | −6,700−1.8% | Reduced |
| BlackRock, Inc. | 277,750 | $5.37M | 0.00% | −10,393−3.6% | Reduced |
| Tudor Investment Corp Et Al | 266,398 | $5.15M | 0.03% | +103,037+63.1% | Added |
| Vanguard Capital Management LLC | 262,061 | $5.07M | 0.00% | +262,061 | New |
| Dimensional Fund Advisors LP | 235,710 | $4.56M | 0.00% | +19,035+8.8% | Added |
| Gamco Investors, Inc. Et Al | 214,650 | $4.15M | 0.04% | +53,900+33.5% | Added |
| Slotnik Capital, LLC | 157,473 | $3.05M | 0.90% | +28,892+22.5% | Added |
| Geode Capital Management, LLC | 136,148 | $2.63M | 0.00% | +1,332+1.0% | Added |
| Marshall Wace, LLP | 132,257 | $2.56M | 0.00% | +9,099+7.4% | Added |
| Two Sigma Investments, LP | 119,629 | $2.31M | 0.00% | −7,386−5.8% | Reduced |
| State Street Corp | 92,296 | $1.79M | 0.00% | +1,050+1.2% | Added |
| Citadel Advisors LLC | 71,881 | $1.39M | 0.00% | +50,048+229.2% | Added |
| Bank of New York Mellon Corp | 55,334 | $1.07M | 0.00% | −9,299−14.4% | Reduced |
| Northern Trust Corp | 54,741 | $1.06M | 0.00% | +911+1.7% | Added |
| De Lisle Partners LLP | 50,150 | $963.6K | 0.12% | −3,632−6.8% | Reduced |
| Squarepoint Ops LLC | 46,520 | $899.7K | 0.00% | +26,105+127.9% | Added |
| Gabelli Funds LLC | 44,909 | $868.5K | 0.01% | −5,350−10.6% | Reduced |
| Vanguard Fiduciary Trust Co | 40,856 | $790.2K | 0.00% | +40,856 | New |
| Vanguard Portfolio Management LLC | 37,699 | $729.1K | 0.00% | +37,699 | New |
| Goldman Sachs Group Inc | 33,253 | $643.1K | 0.00% | +5,338+19.1% | Added |
| Morgan Stanley | 29,879 | $577.9K | 0.00% | −11,639−28.0% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 29,451 | $569.6K | 0.08% | −10,050−25.4% | Reduced |
| CWM Advisors, LLC | 27,459 | $531.1K | 0.03% | +7,874+40.2% | Added |
| Jane Street Group, LLC | 22,507 | $435.3K | 0.00% | −6,218−21.6% | Reduced |
| Man Group plc | 20,010 | $387.0K | 0.00% | +11,509+135.4% | Added |
| R Squared Ltd | 15,381 | $297.5K | 0.16% | +4,413+40.2% | Added |
| Corsair Capital Management, L.P. | 14,426 | $279.0K | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 14,228 | $275.2K | 0.00% | −43,317−75.3% | Reduced |
| Charles Schwab Investment Management Inc | 13,615 | $263.3K | 0.00% | −1,791−11.6% | Reduced |
| Byrne Asset Management LLC | 12,850 | $248.5K | 0.15% | +4,356+51.3% | Added |
| Bridgeway Capital Management, LLC | 12,500 | $241.8K | 0.00% | +12,500 | New |
| UBS Group AG | 12,482 | $241.4K | 0.00% | +9,372+301.4% | Added |
| American Century Companies Inc | 12,338 | $238.6K | 0.00% | −2,543−17.1% | Reduced |
| Alliancebernstein L.P. | 9,250 | $224.1K | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 11,008 | $212.9K | 0.03% | +11,008 | New |
| Point72 Asset Management, L.P. | 10,406 | $201.3K | 0.00% | −9,429−47.5% | Reduced |
| Carlson Capital L P | 10,000 | $193.4K | 0.08% | +10,000 | New |
| Teton Advisors, LLC | 10,000 | $193.4K | 0.14% | +10,000 | New |
| State of Wyoming | 9,015 | $174.3K | 0.02% | +747+9.0% | Added |
| JPMorgan Chase & Co | 8,486 | $155.9K | 0.00% | −7,894−48.2% | Reduced |
| BNP Paribas Arbitrage, SA | 7,261 | $140.4K | 0.00% | −1,608−18.1% | Reduced |
| Rhumbline Advisers | 6,030 | $116.6K | 0.00% | +29+0.5% | Added |
| Deutsche Bank AG | 3,494 | $67.6K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,967 | $57.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,765 | $53.5K | 0.00% | +2,424+710.9% | Added |
| Wells Fargo & Company | 2,616 | $50.6K | 0.00% | −3,753−58.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,434 | $47.1K | 0.00% | +68+2.9% | Added |
| Vanguard Global Advisers, LLC | 2,211 | $42.8K | 0.00% | +2,211 | New |
| STRS Ohio | 2,200 | $42.5K | 0.00% | −8,700−79.8% | Reduced |
| Central Pacific Bank - Trust Division | 2,000 | $38.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,677 | $32.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,600 | $30.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,373 | $26.6K | 0.00% | +991+259.4% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $19.3K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1,000 | $19.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 957 | $18.5K | 0.00% | −7,052−88.1% | Reduced |
| Russell Investments Group, Ltd. | 713 | $13.8K | 0.00% | +278+63.9% | Added |
| Citigroup Inc | 683 | $13.2K | 0.00% | +221+47.8% | Added |
| Abound Wealth Management | 602 | $11.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 501 | $9.69K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 466 | $9.01K | 0.00% | −68−12.7% | Reduced |
| Ameritas Investment Partners, Inc. | 441 | $8.53K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 435 | $8.41K | 0.00% | −1,079−71.3% | Reduced |
| Royal Bank of Canada | 406 | $8.00K | 0.00% | −615−60.2% | Reduced |
| Farther Finance Advisors, LLC | 281 | $6.38K | 0.00% | +281 | New |
| California State Teachers Retirement System | 278 | $5.38K | 0.00% | −38−12.0% | Reduced |
| GWM Advisors LLC | 255 | $4.93K | 0.00% | +255 | New |
| UBS Asset Management Americas Inc | 130 | $2.51K | 0.00% | +71+120.3% | Added |
| Northwestern Mutual Wealth Management Co | 100 | $1.93K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 91 | $1.76K | 0.00% | +4+4.6% | Added |
| Optiver Holding B.V. | 54 | $1.04K | 0.00% | −32−37.2% | Reduced |
| Covestor Ltd | 36 | $1.00K | 0.00% | −21−36.8% | Reduced |
| Sterling Capital Management LLC | 33 | $638 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 28 | $542 | 0.00% | −15−34.9% | Reduced |
| Clearstead Advisors, LLC | 14 | $271 | 0.00% | +2+16.7% | Added |
| Sound Income Strategies, LLC | 4 | $91 | 0.00% | +4 | New |
| MAI Capital Management | 1 | $20 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −37,718−100.0% | Sold out |
| Lotus Technology Management, LP | 0 | $0 | 0.00% | −37,301−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −31,600−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −21,401−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −18,374−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −16,750−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −14,978−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −11,748−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −10,655−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,019−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,652−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −8,512−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −3,868−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |