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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $19 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1 | $20 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 4 | $91 | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 14 | $271 | 0.00% | +2+16.7% | Added |
| Nisa Investment Advisors, LLC | 28 | $542 | 0.00% | −15−34.9% | Reduced |
| Sterling Capital Management LLC | 33 | $638 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 36 | $1.00K | 0.00% | −21−36.8% | Reduced |
| Optiver Holding B.V. | 54 | $1.04K | 0.00% | −32−37.2% | Reduced |
| CWM, LLC | 91 | $1.76K | 0.00% | +4+4.6% | Added |
| Northwestern Mutual Wealth Management Co | 100 | $1.93K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 130 | $2.51K | 0.00% | +71+120.3% | Added |
| GWM Advisors LLC | 255 | $4.93K | 0.00% | +255 | New |
| California State Teachers Retirement System | 278 | $5.38K | 0.00% | −38−12.0% | Reduced |
| Farther Finance Advisors, LLC | 281 | $6.38K | 0.00% | +281 | New |
| Royal Bank of Canada | 406 | $8.00K | 0.00% | −615−60.2% | Reduced |
| Advisor Group Holdings, Inc. | 435 | $8.41K | 0.00% | −1,079−71.3% | Reduced |
| Ameritas Investment Partners, Inc. | 441 | $8.53K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 466 | $9.01K | 0.00% | −68−12.7% | Reduced |
| SBI Securities Co., Ltd. | 501 | $9.69K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 602 | $11.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 683 | $13.2K | 0.00% | +221+47.8% | Added |
| Russell Investments Group, Ltd. | 713 | $13.8K | 0.00% | +278+63.9% | Added |
| Barclays PLC | 957 | $18.5K | 0.00% | −7,052−88.1% | Reduced |
| 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 |
| Tower Research Capital LLC (TRC) | 1,373 | $26.6K | 0.00% | +991+259.4% | Added |
| New York State Common Retirement Fund | 1,600 | $30.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,677 | $32.4K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 2,000 | $38.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,200 | $42.5K | 0.00% | −8,700−79.8% | Reduced |
| Vanguard Global Advisers, LLC | 2,211 | $42.8K | 0.00% | +2,211 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,434 | $47.1K | 0.00% | +68+2.9% | Added |
| Wells Fargo & Company | 2,616 | $50.6K | 0.00% | −3,753−58.9% | Reduced |
| FMR LLC | 2,765 | $53.5K | 0.00% | +2,424+710.9% | Added |
| State of Alaska, Department of Revenue | 2,967 | $57.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,494 | $67.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 6,030 | $116.6K | 0.00% | +29+0.5% | Added |
| BNP Paribas Arbitrage, SA | 7,261 | $140.4K | 0.00% | −1,608−18.1% | Reduced |
| JPMorgan Chase & Co | 8,486 | $155.9K | 0.00% | −7,894−48.2% | Reduced |
| State of Wyoming | 9,015 | $174.3K | 0.02% | +747+9.0% | Added |
| 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 |
| Point72 Asset Management, L.P. | 10,406 | $201.3K | 0.00% | −9,429−47.5% | Reduced |
| Vivaldi Capital Management, LLC | 11,008 | $212.9K | 0.03% | +11,008 | New |
| Alliancebernstein L.P. | 9,250 | $224.1K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 12,338 | $238.6K | 0.00% | −2,543−17.1% | Reduced |
| UBS Group AG | 12,482 | $241.4K | 0.00% | +9,372+301.4% | Added |
| Bridgeway Capital Management, LLC | 12,500 | $241.8K | 0.00% | +12,500 | New |
| Byrne Asset Management LLC | 12,850 | $248.5K | 0.15% | +4,356+51.3% | Added |
| Charles Schwab Investment Management Inc | 13,615 | $263.3K | 0.00% | −1,791−11.6% | Reduced |
| Millennium Management LLC | 14,228 | $275.2K | 0.00% | −43,317−75.3% | Reduced |
| Corsair Capital Management, L.P. | 14,426 | $279.0K | 0.04% | 00.0% | Unchanged |
| R Squared Ltd | 15,381 | $297.5K | 0.16% | +4,413+40.2% | Added |
| Man Group plc | 20,010 | $387.0K | 0.00% | +11,509+135.4% | Added |
| Jane Street Group, LLC | 22,507 | $435.3K | 0.00% | −6,218−21.6% | Reduced |
| CWM Advisors, LLC | 27,459 | $531.1K | 0.03% | +7,874+40.2% | Added |
| Gabelli & Co Investment Advisers, Inc. | 29,451 | $569.6K | 0.08% | −10,050−25.4% | Reduced |
| Morgan Stanley | 29,879 | $577.9K | 0.00% | −11,639−28.0% | Reduced |
| Goldman Sachs Group Inc | 33,253 | $643.1K | 0.00% | +5,338+19.1% | Added |
| Vanguard Portfolio Management LLC | 37,699 | $729.1K | 0.00% | +37,699 | New |
| Vanguard Fiduciary Trust Co | 40,856 | $790.2K | 0.00% | +40,856 | New |
| Gabelli Funds LLC | 44,909 | $868.5K | 0.01% | −5,350−10.6% | Reduced |
| Squarepoint Ops LLC | 46,520 | $899.7K | 0.00% | +26,105+127.9% | Added |
| De Lisle Partners LLP | 50,150 | $963.6K | 0.12% | −3,632−6.8% | Reduced |
| Northern Trust Corp | 54,741 | $1.06M | 0.00% | +911+1.7% | Added |
| Bank of New York Mellon Corp | 55,334 | $1.07M | 0.00% | −9,299−14.4% | Reduced |
| Citadel Advisors LLC | 71,881 | $1.39M | 0.00% | +50,048+229.2% | Added |
| State Street Corp | 92,296 | $1.79M | 0.00% | +1,050+1.2% | Added |
| Two Sigma Investments, LP | 119,629 | $2.31M | 0.00% | −7,386−5.8% | Reduced |
| Marshall Wace, LLP | 132,257 | $2.56M | 0.00% | +9,099+7.4% | Added |
| Geode Capital Management, LLC | 136,148 | $2.63M | 0.00% | +1,332+1.0% | Added |
| Slotnik Capital, LLC | 157,473 | $3.05M | 0.90% | +28,892+22.5% | Added |
| Gamco Investors, Inc. Et Al | 214,650 | $4.15M | 0.04% | +53,900+33.5% | Added |
| Dimensional Fund Advisors LP | 235,710 | $4.56M | 0.00% | +19,035+8.8% | Added |
| Vanguard Capital Management LLC | 262,061 | $5.07M | 0.00% | +262,061 | New |
| Tudor Investment Corp Et Al | 266,398 | $5.15M | 0.03% | +103,037+63.1% | Added |
| BlackRock, Inc. | 277,750 | $5.37M | 0.00% | −10,393−3.6% | Reduced |
| Renaissance Technologies LLC | 368,671 | $7.13M | 0.01% | −6,700−1.8% | Reduced |
| Cresset Asset Management, LLC | 508,232 | $9.83M | 0.04% | 00.0% | Unchanged |
| Divisadero Street Capital Management, LP | 1,408,768 | $27.2M | 1.28% | +61,133+4.5% | Added |
| 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 |