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Lifeway Foods Inc (LWAY)

CUSIP: 531914109 | NYSE | Consumer Defensive · Packaged Foods | Micro Cap | 289 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ADanone S.A.00.0%Fell below 5%May 19, 2026No 13F filer matched
13D/AEdward Smolyansky
with The Edward Smolyansky Trust 2/2/16, Ludmila Smolyansky
2,960,97519.7%−99,000May 18, 2026No 13F filer matched
13D/ADanone North America PBC3,454,75622.7%UnchangedSep 30, 2025No 13F filer matched
13D/ADanone S.A.0
0.0% of class · May 19, 2026Fell below 5%
No 13F filer matched
13D/AEdward Smolyansky2,960,975
19.7% of class · May 18, 2026−99,000
with The Edward Smolyansky Trust 2/2/16, Ludmila Smolyansky
No 13F filer matched
13D/ADanone North America PBC3,454,756
22.7% of class · Sep 30, 2025Unchanged
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP261,121
0.0% of portfolio›$5.5M
Riverwater Partners LLC88,204
0.5% of portfolio›$1.9M
Bank of New York Mellon Corp62,693
0.0% of portfolio›$1.3M
Y-Intercept (Hong Kong) Ltd15,951
0.0% of portfolio›$338.0K
State of Alaska, Department of Revenue2,967
0.0% of portfolio›$62
Central Pacific Bank - Trust Division2,000
0.0% of portfolio›$42.4K
Larson Financial Group LLC841
0.0% of portfolio›$17.8K
Citigroup Inc841
0.0% of portfolio›$17.8K
Abound Wealth Management602
0.0% of portfolio›$12.8K
SBI Securities Co., Ltd.543
0.0% of portfolio›$11.5K
Sterling Capital Management LLC317
0.0% of portfolio›$6.7K
Farther Finance Advisors, LLC182
0.0% of portfolio›$3.9K
Gamma Investing LLC47
0.0% of portfolio›$996
Mather Group, Llc.41
0.0% of portfolio›$869
Covestor Ltd28
0.0% of portfolio›$1
Nisa Investment Advisors, LLC28
0.0% of portfolio›$593
Caitong International Asset Management Co., Ltd18
0.0% of portfolio›$381
Root Financial Partners, LLC17
0.0% of portfolio›$360
EverSource Wealth Advisors, LLC13
0.0% of portfolio›$276
SJS Investment Consulting Inc.3
0.0% of portfolio›$64
Essential Partners LLC1
0.0% of portfolio›$21
IFP Advisors, Inc1
0.0% of portfolio›$21
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
261,121$5.5M0.0%IndexLowAustin, TX2026-11-04
Riverwater Partners LLC
88,204$1.9M0.5%ValueMediumMilwaukee, WI2026-11-03
Bank of New York Mellon Corp
62,693$1.3M0.0%CoreLowNew York, NY2026-11-05
Y-Intercept (Hong Kong) Ltd
15,951$338.0K0.0%ValueVery HighHong Kong, South Korea2026-10-16
State of Alaska, Department of Revenue
2,967$620.0%CoreVery LowJuneau, AK2026-10-15
Central Pacific Bank - Trust Division
2,000$42.4K0.0%CoreMediumHonolulu, HI2026-10-06
Larson Financial Group LLC
841$17.8K0.0%GrowthLowSt Louis, MO2026-11-05
Citigroup Inc
841$17.8K0.0%CoreMediumNew York, NY2026-11-04
Abound Wealth Management
602$12.8K0.0%ETFVery LowFranklin, TN2026-10-26
SBI Securities Co., Ltd.
543$11.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Sterling Capital Management LLC
317$6.7K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
182$3.9K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
47$9960.0%IndexVery LowFoster City, CA2026-10-08
Mather Group, Llc.
41$8690.0%ETFMediumChicago, IL2026-10-14
Covestor Ltd
28$10.0%ValueHighLondon, United Kingdom2026-10-30
Nisa Investment Advisors, LLC
28$5930.0%IndexVery LowSt. Louis, MO2026-10-20
Caitong International Asset Management Co., Ltd
18$3810.0%GrowthVery HighHong Kong, South Korea2026-10-29
Root Financial Partners, LLC
17$3600.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
13$2760.0%CoreMediumBirmingham, AL2026-11-04
SJS Investment Consulting Inc.
3$640.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
1$210.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
1$210.0%GrowthLowTampa, FL2026-10-16