Lifeway FoodsLWAY

13F holders, Q4 2024 (December 31)
84holders −5
14new positions
21sold out
6famous investors
$24.80avg. 13F price*

At the end of Q4 2024, 84 institutions reported holding Lifeway Foods Inc. (LWAY) in their 13F filings, down 5 from Q3 2024. 14 opened new positions and 21 sold out. The largest holders were Renaissance Technologies ($10.8M), Vanguard Group Inc. ($7.8M) and Dimensional Fund Advisors LP ($7.5M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Lifeway Foods Inc.
CUSIP
531914109
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 52Q1 2024Q2 2024: 62Q2 2024Q3 2024: 89Q3 2024Q4 2024: 84Q4 2024Q1 2025: 81Q1 2025Q2 2025: 83Q2 2025Q3 2025: 98Q3 2025Q4 2025: 89Q4 2025Q1 2026: 80Q1 2026Q2 2026: 96Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions14$12.8M
Exits21$11.7M

All 13F filers, Q3 2024 → Q4 2024: 765,562 shares bought and 808,762 shares sold, net −43,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

Renaissance Technologies 0.02% Add +1.4% 436,371 $10.8M
Vanguard Group Inc. 0.00% Add +6.0% 314,992 $7.8M
Dimensional Fund Advisors LP 0.00% No change 302,566 $7.5M
BlackRock, Inc. 0.00% Add +4.9% 263,091 $6.5M
Beryl Capital Management LLC 0.81% New 145,449 $3.6M
TIG Advisors, LLC 0.27% New 141,599 $3.5M
GAMCO Investors 0.03% Add +0.9% 120,350 $3.0M
Divisadero Street Capital Management, LP 0.37% New 117,951 $2.9M
Geode Capital Management, LLC 0.00% Reduce -0.3% 115,640 $2.9M
Marshall Wace, LLP 0.00% Reduce -37.1% 105,589 $2.6M
JPMorgan Chase & Co. 0.00% Add +712.8% 85,959 $2.1M
American Century Companies Inc. 0.00% Add +27.7% 69,302 $1.7M
De Lisle Partners LLP 0.22% No change 59,782 $1.5M
State Street Corp. 0.00% Add +8.3% 58,113 $1.4M
Northern Trust Corp. 0.00% Add +13.5% 58,039 $1.4M
Bank of New York Mellon Corp 0.00% Add +1.6% 55,841 $1.4M
Ameriprise Financial Inc. 0.00% Reduce -25.4% 53,312 $1.3M
Slotnik Capital, LLC 0.60% New 53,000 $1.3M
Goldman Sachs Group Inc. 0.00% Add +243.2% 46,114 $1.1M
Boston Partners 0.00% No change 45,000 $1.1M
Los Angeles Capital Management LLC 0.00% Reduce -10.2% 42,845 $1.1M
Two Sigma Investments, LP 0.00% Reduce -45.1% 40,188 $997K
D. E. Shaw & Co. 0.00% Reduce -59.7% 38,897 $965K
Bridgeway Capital Management, LLC 0.02% Reduce -2.1% 37,801 $937K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -28.0% 35,282 $875K
Towerview LLC 0.62% Add +75.0% 35,000 $868K
Tudor Investment Corporation 0.01% Reduce -8.1% 35,000 $868K
UBS Group AG 0.00% Add +747.1% 34,360 $852K
Morgan Stanley 0.00% Add +140.3% 33,455 $830K
Panagora Asset Management Inc. 0.00% Add +13.0% 25,415 $630K
Aviva PLC 0.00% Reduce -20.1% 25,080 $622K
Millennium Management 0.00% Reduce -60.8% 21,230 $527K
Cigogne Management SA 0.46% — 19,906 $494K
AQR Capital Management 0.00% Reduce -54.3% 16,891 $419K
First Trust Advisors LP 0.00% Reduce -10.0% 16,366 $406K
Gabelli Funds LLC 0.00% New 16,268 $403K
Acadian Asset Management LLC 0.00% Reduce -71.5% 16,273 $402K
Bank of Montreal 0.00% New 15,630 $388K
Lazard Asset Management LLC 0.00% Add +12.1% 14,826 $367K
Harbour Capital Advisors, LLC 0.08% Reduce -3.5% 14,487 $348K
Credit Industriel Et Commercial 0.12% — 13,272 $329K
Charles Schwab Investment Management Inc. 0.00% No change 12,908 $320K
Corsair Capital Management, L.P. 0.06% Reduce -19.8% 12,143 $301K
One68 Global Capital, LLC 0.15% — 11,301 $280K
ClearAlpha Technologies LP 0.21% New 10,000 $248K
Kahn Brothers Group Inc. 0.05% No change 10,000 $248K
O'shaughnessy Asset Management, LLC 0.00% Reduce -15.9% 9,892 $245K
Algert Global LLC 0.01% Add +8.1% 9,076 $225K
Janus Henderson Group PLC 0.00% New 8,930 $221K
Sagefield Capital LP 0.02% New 8,500 $211K
Invesco Ltd. 0.00% Add +3.4% 8,469 $210K
Cutter & CO Brokerage, Inc. 0.05% No change 8,160 $202K
Teton Advisors, Inc. 0.11% Reduce -19.0% 8,100 $201K
Barclays PLC 0.00% Add +11.0% 7,127 $177K
Rhumbline Advisers 0.00% Add +23.3% 5,606 $139K
FNY Investment Advisers, LLC 0.07% Reduce -80.5% 5,000 $124K
Bank of America Corp. 0.00% Reduce -83.8% 4,593 $114K
STRS Ohio 0.00% Add +94.7% 3,700 $92K
Citigroup Inc. 0.00% Add +11.0% 3,605 $89K
Wells Fargo & Company 0.00% Add +33.6% 2,855 $71K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.1% 2,545 $63K
Corebridge Financial, Inc. 0.00% Reduce -7.0% 2,237 $55K
Royal Bank of Canada 0.00% Reduce -36.4% 863 $21K
Tower Research Capital LLC (TRC) 0.00% Reduce -85.3% 831 $21K
SBI Securities Co., Ltd. 0.00% — 501 $12K
Legal & General Group Plc 0.00% No change 494 $12K
BNP Paribas Financial Markets 0.00% Reduce -83.0% 473 $12K
Osaic Holdings, Inc. 0.00% Reduce -89.0% 450 $11K
Ameritas Investment Partners, Inc. 0.00% No change 441 $11K
Meeder Asset Management Inc. 0.00% New 369 $9K
California State Teachers Retirement System 0.00% No change 326 $8K
New York State Common Retirement Fund 0.00% No change 300 $7K
Cwm, LLC 0.00% Reduce -38.2% 246 $6K
Amalgamated Bank 0.00% No change 156 $4K
FMR LLC 0.00% Add +57.8% 101 $3K
Northwestern Mutual Wealth Management Co. 0.00% No change 100 $2K
US Bancorp \de 0.00% New 78 $2K
Synergy Asset Management, LLC 0.00% New 27 $700
Nisa Investment Advisors, LLC 0.00% No change 28 $694
MAI Capital Management 0.00% New 17 $422
GAMMA Investing LLC 0.00% Add +100.0% 14 $347
NewEdge Advisors, LLC 0.00% No change 6 $149
Sterling Capital Management LLC 0.00% No change 5 $124
Huntington National Bank 0.00% No change 1 $25

"% of holder's portfolio" is LWAY's weight in each manager's 13F, not the share of Lifeway Foods Inc. the manager owns.