Lifeway Foods Inc (LWAY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Dimensional Fund Advisors LP

INCREASED

Shares261,121 from 258,374

Change+2,747 (+1%)

Value$5.5M (-$2.2M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares237,233 from 158,235

Change+78,998 (+50%)

Value$5.0M (+$306.3K)

Filed 2026-11-06

Riverwater Partners LLC

INCREASED

Shares88,204 from 65,180

Change+23,024 (+35%)

Value$1.9M (-$75.9K)

Filed 2026-11-03

Bank of New York Mellon Corp

INCREASED

Shares62,693 from 57,331

Change+5,362 (+9%)

Value$1.3M (-$382.3K)

Filed 2026-11-05

Deutsche Bank Ag\

INCREASED

Shares50,869 from 25,386

Change+25,483 (+100%)

Value$1.1M (+$320.4K)

Filed 2026-11-06

LPL Financial LLC

DECREASED

Shares33,393 from 36,993

Change-3,600 (-10%)

Value$707.6K (-$396.3K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares21,718 from 1,615

Change+20,103 (+1245%)

Value$460.2K (+$412.0K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

NEW

Shares15,951

Change+15,951

Value$338.0K

Filed 2026-10-16

Barclays PLC

INCREASED

Shares3,928 from 1,022

Change+2,906 (+284%)

Value$83.2K (+$52.7K)

Filed 2026-11-06

State of Alaska, Department of Revenue

UNCHANGED

Shares2,967 from 2,967

Change0 (0%)

Value$62 (-$87.9K)

Filed 2026-10-15

Central Pacific Bank - Trust Division

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$42.4K (-$17.3K)

Filed 2026-10-06

PNC Financial Services Group, Inc.

INCREASED

Shares1,010 from 1,000

Change+10 (+1%)

Value$21.4K (-$8.4K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares841 from 3,033

Change-2,192 (-72%)

Value$17.8K (-$72.7K)

Filed 2026-11-04

Larson Financial Group LLC

DECREASED

Shares841 from 852

Change-11 (-1%)

Value$17.8K (-$7.6K)

Filed 2026-11-05

Abound Wealth Management

UNCHANGED

Shares602 from 602

Change0 (0%)

Value$12.8K (-$5.2K)

Filed 2026-10-26

SBI Securities Co., Ltd.

UNCHANGED

Shares543 from 543

Change0 (0%)

Value$11.5K (-$4.7K)

Filed 2026-10-22

Sterling Capital Management LLC

INCREASED

Shares317 from 20

Change+297 (+1485%)

Value$6.7K (+$6.1K)

Filed 2026-10-22

Farther Finance Advisors, LLC

INCREASED

Shares182 from 1

Change+181 (+18100%)

Value$3.9K (+$3.8K)

Filed 2026-10-08

Gamma Investing LLC

INCREASED

Shares47 from 20

Change+27 (+135%)

Value$996 (+$399)

Filed 2026-10-08

Mather Group, Llc.

NEW

Shares41

Change+41

Value$869

Filed 2026-10-14

Covestor Ltd

DECREASED

Shares28 from 35

Change-7 (-20%)

Value$1 ($0)

Filed 2026-10-30

Nisa Investment Advisors, LLC

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$593 (-$243)

Filed 2026-10-20

Caitong International Asset Management Co., Ltd

DECREASED

Shares18 from 19

Change-1 (-5%)

Value$381 (-$186)

Filed 2026-10-29

Root Financial Partners, LLC

NEW

Shares17

Change+17

Value$360

Filed 2026-10-21

EverSource Wealth Advisors, LLC

NEW

Shares13

Change+13

Value$276

Filed 2026-11-04

Clearstead Advisors, LLC

DECREASED

Shares9 from 14

Change-5 (-36%)

Value$191 (-$227)

Filed 2026-11-06

SJS Investment Consulting Inc.

NEW

Shares3

Change+3

Value$64

Filed 2026-10-26

Essential Partners LLC

NEW

Shares1

Change+1

Value$21

Filed 2026-10-14

IFP Advisors, Inc

NEW

Shares1

Change+1

Value$21

Filed 2026-10-16

Squarepoint Ops LLC

CLOSED

Shares0 from 124,294

Change-124,294 (-100%)

Value$0 (-$3.7M)

Filed 2026-11-09

Inspire Investing, LLC

CLOSED

Shares0 from 22,996

Change-22,996 (-100%)

Value$0 (-$686.2K)

Filed 2026-10-22

True Wealth Design, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$30)

Filed 2026-10-13

MassMutual Private Wealth & Trust, FSB

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-05

Divisadero Street Capital Management, LP

N/A

Shares— from 2,101,540

Change-2,101,540 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 930,109

Change-930,109 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 585,100

Change-585,100 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 377,171

Change-377,171 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 366,771

Change-366,771 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 322,184

Change-322,184 (-100%)

Value—

Pillsbury Lake Capital LLC

N/A

Shares— from 291,709

Change-291,709 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 228,136

Change-228,136 (-100%)

Value—

AWM Investment Company, Inc.

N/A

Shares— from 223,000

Change-223,000 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 214,150

Change-214,150 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 209,953

Change-209,953 (-100%)

Value—

First Sabrepoint Capital Management LP

N/A

Shares— from 170,000

Change-170,000 (-100%)

Value—

HBK Investments L P

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 118,944

Change-118,944 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 104,564

Change-104,564 (-100%)

Value—

State Street Corp

N/A

Shares— from 99,833

Change-99,833 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 98,504

Change-98,504 (-100%)

Value—

UBS Group AG

N/A

Shares— from 78,800

Change-78,800 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 65,918

Change-65,918 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 63,518

Change-63,518 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 61,307

Change-61,307 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 60,732

Change-60,732 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 49,707

Change-49,707 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 44,045

Change-44,045 (-100%)

Value—

Saber Capital Managment, LLC

N/A

Shares— from 39,412

Change-39,412 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 38,220

Change-38,220 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 28,127

Change-28,127 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 26,712

Change-26,712 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 24,340

Change-24,340 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 24,243

Change-24,243 (-100%)

Value—

Man Group plc

N/A

Shares— from 23,617

Change-23,617 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 22,886

Change-22,886 (-100%)

Value—

Empirical Finance, LLC

N/A

Shares— from 19,795

Change-19,795 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 17,642

Change-17,642 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 17,500

Change-17,500 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 16,922

Change-16,922 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 16,255

Change-16,255 (-100%)

Value—

Steadtrust LLC

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 14,613

Change-14,613 (-100%)

Value—

Corsair Capital Management, L.P.

N/A

Shares— from 14,426

Change-14,426 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 14,219

Change-14,219 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 13,988

Change-13,988 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 12,663

Change-12,663 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 12,450

Change-12,450 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 6,340

Change-6,340 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 5,949

Change-5,949 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 3,315

Change-3,315 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,877

Change-2,877 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 2,624

Change-2,624 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,211

Change-2,211 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 1,677

Change-1,677 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 1,600

Change-1,600 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,009

Change-1,009 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 878

Change-878 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 631

Change-631 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 618

Change-618 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 489

Change-489 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 441

Change-441 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 435

Change-435 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 130

Change-130 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 100

Change-100 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 72

Change-72 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 34

Change-34 (-100%)

Value—

Quarry LP

N/A

Shares— from 27

Change-27 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 8

Change-8 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 6

Change-6 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	261,121	258,374	+2,747	+1%	$7.7M	$5.5M	-$2.2M	2026-11-04
Geode Capital Management, LLC	INCREASED	237,233	158,235	+78,998	+50%	$4.7M	$5.0M	+$306.3K	2026-11-06
Riverwater Partners LLC	INCREASED	88,204	65,180	+23,024	+35%	$1.9M	$1.9M	-$75.9K	2026-11-03
Bank of New York Mellon Corp	INCREASED	62,693	57,331	+5,362	+9%	$1.7M	$1.3M	-$382.3K	2026-11-05
Deutsche Bank Ag\	INCREASED	50,869	25,386	+25,483	+100%	$757.5K	$1.1M	+$320.4K	2026-11-06
LPL Financial LLC	DECREASED	33,393	36,993	-3,600	-10%	$1.1M	$707.6K	-$396.3K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	21,718	1,615	+20,103	+1245%	$48.2K	$460.2K	+$412.0K	2026-11-06
Y-Intercept (Hong Kong) Ltd	NEW	15,951	—	+15,951	—	—	$338.0K	—	2026-10-16
Barclays PLC	INCREASED	3,928	1,022	+2,906	+284%	$30.5K	$83.2K	+$52.7K	2026-11-06
State of Alaska, Department of Revenue	UNCHANGED	2,967	2,967	0	0%	$88.0K	$62	-$87.9K	2026-10-15
Central Pacific Bank - Trust Division	UNCHANGED	2,000	2,000	0	0%	$59.7K	$42.4K	-$17.3K	2026-10-06
PNC Financial Services Group, Inc.	INCREASED	1,010	1,000	+10	+1%	$29.8K	$21.4K	-$8.4K	2026-11-06
Citigroup Inc	DECREASED	841	3,033	-2,192	-72%	$90.5K	$17.8K	-$72.7K	2026-11-04
Larson Financial Group LLC	DECREASED	841	852	-11	-1%	$25.4K	$17.8K	-$7.6K	2026-11-05
Abound Wealth Management	UNCHANGED	602	602	0	0%	$18.0K	$12.8K	-$5.2K	2026-10-26
SBI Securities Co., Ltd.	UNCHANGED	543	543	0	0%	$16.2K	$11.5K	-$4.7K	2026-10-22
Sterling Capital Management LLC	INCREASED	317	20	+297	+1485%	$597	$6.7K	+$6.1K	2026-10-22
Farther Finance Advisors, LLC	INCREASED	182	1	+181	+18100%	$30	$3.9K	+$3.8K	2026-10-08
Gamma Investing LLC	INCREASED	47	20	+27	+135%	$597	$996	+$399	2026-10-08
Mather Group, Llc.	NEW	41	—	+41	—	—	$869	—	2026-10-14
Covestor Ltd	DECREASED	28	35	-7	-20%	$1	$1	$0	2026-10-30
Nisa Investment Advisors, LLC	UNCHANGED	28	28	0	0%	$836	$593	-$243	2026-10-20
Caitong International Asset Management Co., Ltd	DECREASED	18	19	-1	-5%	$567	$381	-$186	2026-10-29
Root Financial Partners, LLC	NEW	17	—	+17	—	—	$360	—	2026-10-21
EverSource Wealth Advisors, LLC	NEW	13	—	+13	—	—	$276	—	2026-11-04
Clearstead Advisors, LLC	DECREASED	9	14	-5	-36%	$418	$191	-$227	2026-11-06
SJS Investment Consulting Inc.	NEW	3	—	+3	—	—	$64	—	2026-10-26
Essential Partners LLC	NEW	1	—	+1	—	—	$21	—	2026-10-14
IFP Advisors, Inc	NEW	1	—	+1	—	—	$21	—	2026-10-16
Squarepoint Ops LLC	CLOSED	0	124,294	-124,294	-100%	$3.7M	$0	-$3.7M	2026-11-09
Inspire Investing, LLC	CLOSED	0	22,996	-22,996	-100%	$686.2K	$0	-$686.2K	2026-10-22
True Wealth Design, LLC	CLOSED	0	1	-1	-100%	$30	$0	-$30	2026-10-13
MassMutual Private Wealth & Trust, FSB	CLOSED	0	0	0	—	$0	$0	$0	2026-10-05
Divisadero Street Capital Management, LP	N/A	—	2,101,540	-2,101,540	-100%	$62.7M	—	—	—
Citadel Advisors LLC	N/A	—	930,109	-930,109	-100%	$27.8M	—	—	—
Wellington Management Group LLP	N/A	—	585,100	-585,100	-100%	$17.5M	—	—	—
Renaissance Technologies LLC	N/A	—	377,171	-377,171	-100%	$11.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	366,771	-366,771	-100%	$10.9M	—	—	—
BlackRock, Inc.	N/A	—	322,184	-322,184	-100%	$9.6M	—	—	—
Pillsbury Lake Capital LLC	N/A	—	291,709	-291,709	-100%	$8.7M	—	—	—
Two Sigma Investments, LP	N/A	—	228,136	-228,136	-100%	$6.8M	—	—	—
AWM Investment Company, Inc.	N/A	—	223,000	-223,000	-100%	$6.7M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	214,150	-214,150	-100%	$6.4M	—	—	—
Tudor Investment Corp ET AL	N/A	—	209,953	-209,953	-100%	$6.3M	—	—	—
First Sabrepoint Capital Management LP	N/A	—	170,000	-170,000	-100%	$5.1M	—	—	—
HBK Investments L P	N/A	—	150,000	-150,000	-100%	$4.5M	—	—	—
Marshall Wace, LLP	N/A	—	118,944	-118,944	-100%	$3.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	104,564	-104,564	-100%	$3.1M	—	—	—
State Street Corp	N/A	—	99,833	-99,833	-100%	$3.0M	—	—	—
Jane Street Group, LLC	N/A	—	98,504	-98,504	-100%	$2.9M	—	—	—
UBS Group AG	N/A	—	78,800	-78,800	-100%	$2.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	65,918	-65,918	-100%	$2.0M	—	—	—
Boothbay Fund Management, LLC	N/A	—	63,518	-63,518	-100%	$1.9M	—	—	—
Northern Trust Corp	N/A	—	61,307	-61,307	-100%	$1.8M	—	—	—
De Lisle Partners LLP	N/A	—	60,732	-60,732	-100%	$1.8M	—	—	—
Millennium Management LLC	N/A	—	49,707	-49,707	-100%	$1.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	44,045	-44,045	-100%	$1.3M	—	—	—
Saber Capital Managment, LLC	N/A	—	39,412	-39,412	-100%	$1.2M	—	—	—
Bank of America Corp	N/A	—	38,220	-38,220	-100%	$1.1M	—	—	—
XTX Topco Ltd	N/A	—	28,127	-28,127	-100%	$839.3K	—	—	—
Trexquant Investment LP	N/A	—	26,712	-26,712	-100%	$797.1K	—	—	—
Morgan Stanley	N/A	—	24,340	-24,340	-100%	$726.3K	—	—	—
Nuveen, LLC	N/A	—	24,243	-24,243	-100%	$723.4K	—	—	—
Man Group plc	N/A	—	23,617	-23,617	-100%	$704.7K	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	22,886	-22,886	-100%	$683.0K	—	—	—
Empirical Finance, LLC	N/A	—	19,795	-19,795	-100%	$590.7K	—	—	—
Walleye Capital LLC	N/A	—	17,642	-17,642	-100%	$526.4K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	17,500	-17,500	-100%	$522.2K	—	—	—
JPMorgan Chase & Co	N/A	—	16,922	-16,922	-100%	$506.3K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	16,255	-16,255	-100%	$485.0K	—	—	—
Steadtrust LLC	N/A	—	16,000	-16,000	-100%	$477.4K	—	—	—
Diametric Capital, LP	N/A	—	14,613	-14,613	-100%	$436.1K	—	—	—
Corsair Capital Management, L.P.	N/A	—	14,426	-14,426	-100%	$430.5K	—	—	—
Vident Advisory, LLC	N/A	—	14,219	-14,219	-100%	$424.3K	—	—	—
American Century Companies Inc	N/A	—	13,988	-13,988	-100%	$417.4K	—	—	—
Jump Financial, LLC	N/A	—	12,663	-12,663	-100%	$377.9K	—	—	—
Alliancebernstein L.P.	N/A	—	12,450	-12,450	-100%	$240.8K	—	—	—
Teton Advisors, LLC	N/A	—	12,000	-12,000	-100%	$358.1K	—	—	—
Gabelli Funds LLC	N/A	—	7,000	-7,000	-100%	$208.9K	—	—	—
Crewe Advisors LLC	N/A	—	7,000	-7,000	-100%	$208.9K	—	—	—
Rhumbline Advisers	N/A	—	6,340	-6,340	-100%	$189.2K	—	—	—
Wells Fargo & Company	N/A	—	5,949	-5,949	-100%	$177.5K	—	—	—
MetLife Investment Management, LLC	N/A	—	3,315	-3,315	-100%	$98.9K	—	—	—
FMR LLC	N/A	—	2,877	-2,877	-100%	$85.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	2,624	-2,624	-100%	$78.3K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,211	-2,211	-100%	$66.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	1,677	-1,677	-100%	$50.0K	—	—	—
New York State Common Retirement Fund	N/A	—	1,600	-1,600	-100%	$47.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,009	-1,009	-100%	$30.1K	—	—	—
SHP Wealth Management	N/A	—	1,000	-1,000	-100%	$29.8K	—	—	—
Persistent Asset Partners Ltd	N/A	—	878	-878	-100%	$26.2K	—	—	—
Legal & General Group Plc	N/A	—	631	-631	-100%	$18.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	618	-618	-100%	$18.4K	—	—	—
Royal Bank of Canada	N/A	—	489	-489	-100%	$14.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	441	-441	-100%	$13.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	435	-435	-100%	$13.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	130	-130	-100%	$3.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	100	-100	-100%	$3.0K	—	—	—
California State Teachers Retirement System	N/A	—	72	-72	-100%	$2.1K	—	—	—
Raffa Wealth Management, LLC	N/A	—	34	-34	-100%	$1.0K	—	—	—
Quarry LP	N/A	—	27	-27	-100%	$806	—	—	—
Arax Advisory Partners	N/A	—	8	-8	-100%	$239	—	—	—
Optiver Holding B.V.	N/A	—	6	-6	-100%	$179	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$30	—	—	—

Showing 104 of 104 institutions