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, Q2 2026
Institutional positions in Lifeway Foods, Inc. as of Jun 30, 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
- 96
- +17 vs. Q1 2026
- Shares held
- 8.25M
- +3.28M (+66.1%) vs. Q1 2026
- Total value
- $246.1M
- +$150.0M (+156.0%) vs. Q1 2026
- New holders
- 30
- 37 more added
- Sold out
- 13
- 13 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Lifeway Foods, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1 | $30 | 0.00% | −280−99.6% | Reduced |
| Huntington National Bank | 1 | $30 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $30 | 0.00% | +1 | New |
| Optiver Holding B.V. | 6 | $179 | 0.00% | −48−88.9% | Reduced |
| SRS Capital Advisors, Inc. | 8 | $239 | 0.00% | +8 | New |
| Clearstead Advisors, LLC | 14 | $418 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 19 | $567 | 0.00% | +19 | New |
| Sterling Capital Management LLC | 20 | $597 | 0.00% | −13−39.4% | Reduced |
| GAMMA Investing LLC | 20 | $597 | 0.00% | +20 | New |
| Quarry LP | 27 | $806 | 0.00% | +27 | New |
| Nisa Investment Advisors, LLC | 28 | $836 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $1.00K | 0.00% | −1−2.8% | Reduced |
| Raffa Wealth Management, LLC | 34 | $1.01K | 0.00% | +34 | New |
| California State Teachers Retirement System | 72 | $2.15K | 0.00% | −206−74.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $2.98K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 130 | $3.88K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 435 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 441 | $13.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 489 | $14.0K | 0.00% | +83+20.4% | Added |
| SBI Securities Co., Ltd. | 543 | $16.2K | 0.00% | +42+8.4% | Added |
| Abound Wealth Management | 602 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 618 | $18.4K | 0.00% | −755−55.0% | Reduced |
| Legal & General Group Plc | 631 | $18.8K | 0.00% | +165+35.4% | Added |
| Larson Financial Group LLC | 852 | $25.4K | 0.00% | +852 | New |
| Persistent Asset Partners Ltd | 878 | $26.2K | 0.01% | +878 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $29.8K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1,000 | $29.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,009 | $30.1K | 0.00% | −6,252−86.1% | Reduced |
| Barclays PLC | 1,022 | $30.5K | 0.00% | +65+6.8% | Added |
| New York State Common Retirement Fund | 1,600 | $47.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,615 | $48.2K | 0.00% | +902+126.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,677 | $50.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 2,000 | $59.7K | 0.01% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,211 | $66.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,624 | $78.3K | 0.00% | +190+7.8% | Added |
| FMR LLC | 2,877 | $85.9K | 0.00% | +112+4.1% | Added |
| State of Alaska, Department of Revenue | 2,967 | $88.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,033 | $90.5K | 0.00% | +2,350+344.1% | Added |
| MetLife Investment Management | 3,315 | $98.9K | 0.00% | +3,315 | New |
| Wells Fargo & Company | 5,949 | $177.5K | 0.00% | +3,333+127.4% | Added |
| Rhumbline Advisers | 6,340 | $189.2K | 0.00% | +310+5.1% | Added |
| Gabelli Funds LLC | 7,000 | $208.9K | 0.00% | −37,909−84.4% | Reduced |
| Crewe Advisors LLC | 7,000 | $208.9K | 0.02% | +7,000 | New |
| Alliancebernstein L.P. | 12,450 | $240.8K | 0.00% | +3,200+34.6% | Added |
| Teton Advisors, LLC | 12,000 | $358.1K | 0.21% | +2,000+20.0% | Added |
| Jump Financial, LLC | 12,663 | $377.9K | 0.00% | +12,663 | New |
| American Century Companies Inc | 13,988 | $417.4K | 0.00% | +1,650+13.4% | Added |
| Vident Advisory, LLC | 14,219 | $424.3K | 0.00% | +14,219 | New |
| Corsair Capital Management, L.P. | 14,426 | $430.5K | 0.05% | 00.0% | Unchanged |
| Diametric Capital, LP | 14,613 | $436.1K | 0.05% | +14,613 | New |
| Steadtrust LLC | 16,000 | $477.4K | 0.24% | +16,000 | New |
| Charles Schwab Investment Management Inc | 16,255 | $485.0K | 0.00% | +2,640+19.4% | Added |
| JPMorgan Chase & Co | 16,922 | $506.3K | 0.00% | +8,436+99.4% | Added |
| Bridgeway Capital Management, LLC | 17,500 | $522.2K | 0.01% | +5,000+40.0% | Added |
| Walleye Capital LLC | 17,642 | $526.4K | 0.00% | +17,642 | New |
| Empirical Finance, LLC | 19,795 | $590.7K | 0.02% | +19,795 | New |
| Teachers Retirement System of the State of Kentucky | 22,886 | $683.0K | 0.00% | +22,886 | New |
| CWM Advisors, LLC | 22,996 | $686.2K | 0.03% | −4,463−16.3% | Reduced |
| Man Group plc | 23,617 | $704.7K | 0.00% | +3,607+18.0% | Added |
| Nuveen, LLC | 24,243 | $723.4K | 0.00% | +24,243 | New |
| Morgan Stanley | 24,340 | $726.3K | 0.00% | −5,539−18.5% | Reduced |
| Deutsche Bank AG | 25,386 | $757.5K | 0.00% | +21,892+626.6% | Added |
| Trexquant Investment LP | 26,712 | $797.1K | 0.00% | +26,712 | New |
| XTX Topco Ltd | 28,127 | $839.3K | 0.01% | +28,127 | New |
| LPL Financial LLC | 36,993 | $1.10M | 0.00% | +36,993 | New |
| Bank of America Corp | 38,220 | $1.14M | 0.00% | +38,220 | New |
| Saber Capital Managment, LLC | 39,412 | $1.18M | 0.85% | +39,412 | New |
| Vanguard Fiduciary Trust Co | 44,045 | $1.31M | 0.00% | +3,189+7.8% | Added |
| Millennium Management LLC | 49,707 | $1.48M | 0.00% | +35,479+249.4% | Added |
| Bank of New York Mellon Corp | 57,331 | $1.71M | 0.00% | +1,997+3.6% | Added |
| De Lisle Partners LLP | 60,732 | $1.81M | 0.20% | +10,582+21.1% | Added |
| Northern Trust Corp | 61,307 | $1.83M | 0.00% | +6,566+12.0% | Added |
| Boothbay Fund Management, LLC | 63,518 | $1.90M | 0.04% | +63,518 | New |
| Riverwater Partners LLC | 65,180 | $1.94M | 0.58% | +65,180 | New |
| Goldman Sachs Group Inc | 65,918 | $1.97M | 0.00% | +32,665+98.2% | Added |
| UBS Group AG | 78,800 | $2.35M | 0.00% | +66,318+531.3% | Added |
| Jane Street Group, LLC | 98,504 | $2.94M | 0.00% | +75,997+337.7% | Added |
| State Street Corp | 99,833 | $2.98M | 0.00% | +7,537+8.2% | Added |
| Vanguard Portfolio Management LLC | 104,564 | $3.12M | 0.00% | +66,865+177.4% | Added |
| Marshall Wace, LLP | 118,944 | $3.55M | 0.00% | −13,313−10.1% | Reduced |
| Squarepoint Ops LLC | 124,294 | $3.71M | 0.01% | +77,774+167.2% | Added |
| HBK Investments L P | 150,000 | $4.48M | 0.05% | +150,000 | New |
| Geode Capital Management, LLC | 158,235 | $4.72M | 0.00% | +22,087+16.2% | Added |
| First Sabrepoint Capital Management LP | 170,000 | $5.07M | 2.17% | +170,000 | New |
| Tudor Investment Corp Et Al | 209,953 | $6.26M | 0.03% | −56,445−21.2% | Reduced |
| Gamco Investors, Inc. Et Al | 214,150 | $6.39M | 0.06% | −500−0.2% | Reduced |
| AWM Investment Company, Inc. | 223,000 | $6.65M | 0.58% | +223,000 | New |
| Two Sigma Investments, LP | 228,136 | $6.81M | 0.01% | +108,507+90.7% | Added |
| Dimensional Fund Advisors LP | 258,374 | $7.71M | 0.00% | +22,664+9.6% | Added |
| Pillsbury Lake Capital LLC | 291,709 | $8.70M | 2.39% | +291,709 | New |
| BlackRock, Inc. | 322,184 | $9.61M | 0.00% | +44,434+16.0% | Added |
| Vanguard Capital Management LLC | 366,771 | $10.9M | 0.00% | +104,710+40.0% | Added |
| Renaissance Technologies LLC | 377,171 | $11.3M | 0.02% | +8,500+2.3% | Added |
| Wellington Management Group LLP | 585,100 | $17.5M | 0.00% | +585,100 | New |
| Citadel Advisors LLC | 930,109 | $27.8M | 0.02% | +858,228+1,194.0% | Added |
| Divisadero Street Capital Management, LP | 2,101,540 | $62.7M | 1.46% | +692,772+49.2% | Added |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −508,232−100.0% | Sold out |
| Slotnik Capital, LLC | 0 | $0 | 0.00% | −157,473−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −29,451−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −15,381−100.0% | Sold out |