Lifeway Foods, Inc. - Common Stock (LWAY) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
LWAY on Nasdaq
Shares outstanding
15,299,875
Price per share
$24.23
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,742,895
Total reported value
$103,901,982
% of total 13F portfolios
0%
Share change
+431,276
Value change
+$12,612,629
Number of holders
98
Price from insider filings
$24.23
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Lifeway Foods, Inc. - Common Stock (LWAY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Danone S.A. 23% 0% $104,299,084 3,454,756 0% Danone S.A. 30 Sep 2025
SMOLYANSKY EDWARD 22% $73,839,020 3,179,975 Edward Smolyansky 17 Jan 2025
SMOLYANSKY LUDMILA 20% 0% $82,313,328 3,059,975 0% Edward Smolyansky 18 Nov 2025
SMOLYANSKY JULIE 18% $61,365,468 2,642,785 Julie Smolyansky 19 Dec 2024
Divisadero Street Capital Management, LP 5.7% $23,911,603 861,369 Divisadero Street Capital Management, LP 07 Oct 2025

As of 30 Sep 2025, 98 institutional investors reported holding 3,742,895 shares of Lifeway Foods, Inc. - Common Stock (LWAY). This represents 24% of the company’s total 15,299,875 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Lifeway Foods, Inc. - Common Stock (LWAY) together control 21% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Divisadero Street Capital Management, LP 4.1% 630,183 0.81% $17,493,880
RENAISSANCE TECHNOLOGIES LLC 2.7% 417,771 -4.1% 0.02% $11,597,323
VANGUARD GROUP INC 2% 311,937 -1.8% 0% $8,659,371
BlackRock, Inc. 1.8% 282,450 +1.6% 0% $7,840,812
DIMENSIONAL FUND ADVISORS LP 1.6% 245,478 -6.9% 0% $6,813,923
GAMCO INVESTORS, INC. ET AL 0.99% 151,350 +1.2% 0.04% $4,201,476
Slotnik Capital, LLC 0.93% 141,761 +9.2% 1.4% $3,935,285
GEODE CAPITAL MANAGEMENT, LLC 0.85% 130,516 +4.6% 0% $3,623,700
TWO SIGMA INVESTMENTS, LP 0.66% 101,311 +260% 0% $2,812,393
TUDOR INVESTMENT CORP ET AL 0.62% 94,405 -16% 0.02% $2,620,683
STATE STREET CORP 0.56% 85,457 +4.1% 0% $2,372,286
TIG Advisors, LLC 0.5% 76,059 -64% 0.13% $2,111,398
GABELLI FUNDS LLC 0.46% 69,817 -29% 0.01% $1,938,120
GABELLI & Co INVESTMENT ADVISERS, INC. 0.41% 62,746 -34% 0.28% $1,741,829
Bank of New York Mellon Corp 0.39% 58,957 +1.1% 0% $1,636,638
NORTHERN TRUST CORP 0.37% 56,227 -3.3% 0% $1,560,861
De Lisle Partners LLP 0.35% 53,782 -10% 0.18% $1,494,871
MORGAN STANLEY 0.35% 53,707 -2.1% 0% $1,490,912
Nuveen, LLC 0.25% 38,731 0% $1,075,173
CenterBook Partners LP 0.25% 37,500 0.05% $1,041,000
Balyasny Asset Management L.P. 0.24% 36,081 0% $1,001,609
ACADIAN ASSET MANAGEMENT LLC 0.23% 34,789 0% $963,000
GOLDMAN SACHS GROUP INC 0.22% 33,750 -14% 0% $936,900
AMERICAN CENTURY COMPANIES INC 0.21% 32,614 -20% 0% $905,365
Informed Momentum Co LLC 0.19% 28,882 0.09% $801,764

Institutional Holders of Lifeway Foods, Inc. - Common Stock (LWAY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 11,155 $270,287 +$202,995 $24.23 5
2025 Q3 3,742,895 $103,901,982 +$12,612,629 $27.76 98
2025 Q2 3,290,773 $81,120,134 -$1,422,017 $24.65 83
2025 Q1 3,347,815 $81,856,180 +$168,745 $24.45 81
2024 Q4 3,361,641 $83,359,623 -$1,403,544 $24.80 85
2024 Q3 3,355,461 $86,989,459 +$16,162,071 $25.92 89
2024 Q2 2,832,056 $36,162,333 +$3,092,402 $12.77 61
2024 Q1 2,479,720 $42,696,322 +$2,459,119 $17.22 51
2023 Q4 22,617 $303,294 +$303,294 $13.41 1
2023 Q3 1,808,245 $18,695,336 +$2,159,441 $10.34 39
2023 Q2 1,826,439 $12,065,347 +$1,778,096 $6.55 23
2023 Q1 1,559,432 $9,419,046 +$2,783,059 $6.04 23
2022 Q4 1,097,600 $6,090,399 -$55,262 $5.55 21
2022 Q3 1,106,729 $6,329,011 -$258,785 $5.71 15
2022 Q2 1,153,146 $5,731,010 +$84,636 $4.97 14
2022 Q1 1,138,063 $8,213,014 +$52,201 $7.20 15
2021 Q4 1,127,185 $5,238,009 -$158,912 $4.60 13
2021 Q3 1,163,212 $6,508,011 -$203,293 $5.59 16
2021 Q2 1,201,114 $6,220,810 -$537,739 $5.18 19
2021 Q1 1,302,523 $7,035,011 -$91,366 $5.40 21
2020 Q4 1,318,109 $7,129,111 +$583,091 $5.41 19
2020 Q3 1,212,631 $6,099,310 -$7,496 $5.03 20
2020 Q2 1,238,155 $2,828,757 +$176,924 $2.28 18
2020 Q1 1,153,240 $2,213,204 -$124,345 $1.92 15
2019 Q4 1,229,351 $2,445,904 -$246,149 $1.99 17
2019 Q3 1,348,836 $2,952,077 +$16,981 $2.18 22
2019 Q2 151 $1,000 -$113,001 $6.62 1
2019 Q1 1,614,331 $3,906,169 -$9,979 $2.42 21
2018 Q4 940 $3,000 -$148,193 $3.27 3
2018 Q3 2,054,132 $5,464,186 -$929,071 $2.66 22
2018 Q2 2,345,940 $11,802,352 -$1,297,051 $5.03 30
2018 Q1 2,367,441 $14,178,756 -$674,083 $5.99 40
2017 Q4 2,582,355 $20,658,528 -$659,855 $8.00 43
2017 Q3 2,630,375 $23,411,738 -$154,969 $8.90 41
2017 Q2 2,654,920 $24,797,240 -$1,111,099 $9.34 43
2017 Q1 2,759,007 $29,607,139 +$2,767,992 $10.73 46
2016 Q4 2,700,415 $31,082,555 -$1,363,203 $11.51 45
2016 Q3 2,770,899 $46,939,854 +$2,029,172 $16.94 42
2016 Q2 2,652,300 $25,652,714 -$1,124,160 $9.67 37
2016 Q1 2,734,991 $29,617,000 +$808,394 $10.83 43
2015 Q4 2,643,515 $29,337,184 -$1,370,806 $11.10 39
2015 Q3 2,821,161 $29,559,025 -$2,220,140 $10.48 38
2015 Q2 2,884,720 $55,361,005 -$442,968 $19.19 44
2015 Q1 2,959,169 $63,029,454 -$3,631,145 $21.39 46
2014 Q4 3,179,387 $58,901,626 +$5,122,910 $18.53 44
2014 Q3 2,931,686 $40,662,378 +$878,611 $13.87 43
2014 Q2 2,866,057 $40,069,296 -$1,382,338 $13.98 45
2014 Q1 2,968,166 $43,594,040 +$84,313 $14.70 43