Lifeway Foods LWAY Institutional Ownership

NASDAQ LWAY

$24.84 -0.11 (-0.44%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

100 Institutions

Increased 70 70.0%

Unchanged 17 17.0%

Reduced 13 13.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

54.40%

▲+21.72 pp QoQ

Shares Held by Institutions

8.27Mn

of 15.20Mn outstanding

▲+96.80% QoQ

Shares Outstanding

15.20Mn

6.93Mn held outside 13F filers

Institutional Investors

100

filed 13F for Jun 2026

▲+21 vs prior quarter

Net Shares Added (QoQ)

+4.07Mn

accumulated since last quarter

Value of Holdings

$206.79Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Lifeway Foods, Inc. (NASDAQ:LWAY) appears in 100 institutional 13F filings for the quarter ending June 2026.

They owned 54.4% of outstanding stock in June 2026, up from 32.7% the prior quarter.
They increased total shares held in Lifeway Foods by 96.8% from last quarter, and the number of investors in LWAY increased 21.95% annually.
Of these 100 funds, 70 grew their exposure to Lifeway Foods, 13 cut back, and 17 maintained positions.
In total, institutional investors held 8.27Mn shares in Lifeway Foods as of June 2026, up by 4.07Mn shares quarter on quarter, and up 4.97Mn shares year over year.
Divisadero Street Capital Management, LP leads ownership in LWAY with 2.1Mn shares as of June 30, 2026, equal to 13.83% of outstanding shares.
The most significant purchases of LWAY for the quarter ending June 2026 came from CITADEL ADVISORS LLC (858.23K), Divisadero Street Capital Management, LP (692.77K), WELLINGTON MANAGEMENT GROUP LLP (585.1K), Pillsbury Lake Capital LLC (291.71K), AWM Investment Company, Inc. (223.0K).
Top sellers of LWAY stock for the quarter ending June 2026 included TUDOR INVESTMENT CORP ET AL (56.44K), GABELLI FUNDS LLC (37.91K), MARSHALL WACE, LLP (13.31K), BNP PARIBAS FINANCIAL MARKETS (6.25K), Morgan Stanley (5.54K).
Per Business Quant data, the top 10 holders of Lifeway Foods for the quarter ending June 2026 are Divisadero Street Capital Management, LP (2.1Mn), CITADEL ADVISORS LLC (930.11K), WELLINGTON MANAGEMENT GROUP LLP (585.1K), RENAISSANCE TECHNOLOGIES LLC (377.17K), VANGUARD CAPITAL MANAGEMENT LLC (366.77K), BlackRock, Inc. (322.18K), Pillsbury Lake Capital LLC (291.71K), DIMENSIONAL FUND ADVISORS LP (258.37K), TWO SIGMA INVESTMENTS, LP (228.14K), AWM Investment Company, Inc. (223.0K).

Form 13F Holdings

100 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.27Mn

Of outstanding 54.40%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Divisadero Street Capital Management, LP	0001901865	2,101,540	13.83%	▲692,772	+49.18%	$62.71Mn
2	CITADEL ADVISORS LLC	0001423053	930,109	6.12%	▲858,228	+1,193.96%	$27.75Mn
3	WELLINGTON MANAGEMENT GROUP LLP	0000902219	585,100	3.85%	▲585,100	0.00%	$17.46Mn
4	RENAISSANCE TECHNOLOGIES LLC	0001037389	377,171	2.48%	▲8,500	+2.31%	$11.25Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	366,771	2.41%	▲104,710	+39.96%	$10.94Mn
6	BlackRock, Inc.	0002012383	322,184	2.12%	▲44,434	+16.00%	$9.61Mn
7	Pillsbury Lake Capital LLC	0002111915	291,709	1.92%	▲291,709	0.00%	$8.70Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	258,374	1.70%	▲22,664	+9.62%	$7.71Mn
9	TWO SIGMA INVESTMENTS, LP	0001179392	228,136	1.50%	▲108,507	+90.70%	$6.81Mn
10	AWM Investment Company, Inc.	0001535264	223,000	1.47%	▲223,000	0.00%	$6.65Mn
11	GAMCO INVESTORS, INC. ET AL	0000807249	214,150	1.41%	▼500	-0.23%	$6.39Mn
12	TUDOR INVESTMENT CORP ET AL	0000923093	209,953	1.38%	▼56,445	-21.19%	$6.26Mn
13	FIRST SABREPOINT CAPITAL MANAGEMENT LP	0001731530	170,000	1.12%	▲170,000	0.00%	$5.07Mn
14	GEODE CAPITAL MANAGEMENT, LLC	0001214717	158,235	1.04%	▲22,087	+16.22%	$4.72Mn
15	HBK INVESTMENTS L P	0001011443	150,000	0.99%	▲150,000	0.00%	$4.48Mn
16	Squarepoint Ops LLC	0001642575	124,294	0.82%	▲77,774	+167.18%	$3.71Mn
17	MARSHALL WACE, LLP	0001318757	118,944	0.78%	▼13,313	-10.07%	$3.55Mn
18	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	104,564	0.69%	▲66,865	+177.37%	$3.12Mn
19	State Street Corp	0000093751	99,833	0.66%	▲7,537	+8.17%	$2.98Mn
20	JANE STREET GROUP, LLC	0001595888	98,504	0.65%	▲75,997	+337.66%	$2.94Mn

Showing 1 to 20 of 100 holders