DaveManuel.com · Institutional Ownership · Who Owns It
LIFEWAY FOODS INC (LWAY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
97
Reporting holders
$246.1M
Reported value
54.6%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+17
Holder change
Institutions report 8,250,758 shares against 15,106,747 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Divisadero Street Capital Management, LP | $62.7M | 2,101,540 | 1.42% | 4q | +49.2%+$20.7M |
| CITADEL ADVISORS LLC | $27.8M | 930,109 | 0.00% | 6q | +1194.0%+$25.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $17.5M | 585,100 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $11.3M | 377,171 | 0.02% | 31q | +2.3%+$253.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.9M | 366,771 | 0.00% | 2q | +40.0%+$3.1M |
| BlackRock, Inc. | $9.6M | 322,184 | 0.00% | 8q | +16.0%+$1.3M |
| Pillsbury Lake Capital LLC | $8.7M | 291,709 | 2.38% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $7.7M | 258,374 | 0.00% | 31q | +9.6%+$676.3K |
| TWO SIGMA INVESTMENTS, LP | $6.8M | 228,136 | 0.00% | 11q | +90.7%+$3.2M |
| AWM Investment Company, Inc. | $6.7M | 223,000 | 0.58% | new | NEW |
| GAMCO INVESTORS, INC. ET AL | $6.4M | 214,150 | 0.06% | 31q | HELD |
| TUDOR INVESTMENT CORP ET AL | $6.3M | 209,953 | 0.01% | 8q | -21.2%-$1.7M |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | $5.1M | 170,000 | 1.67% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $4.7M | 158,235 | 0.00% | 31q | +16.2%+$659.2K |
| HBK INVESTMENTS L P | $4.5M | 150,000 | 0.04% | new | NEW |
| Squarepoint Ops LLC | $3.7M | 124,294 | 0.00% | 4q | +167.2%+$2.3M |
| MARSHALL WACE, LLP | $3.5M | 118,944 | 0.00% | 3q | -10.1%-$397.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.1M | 104,564 | 0.00% | 2q | +177.4%+$2.0M |
| STATE STREET CORP | $3.0M | 99,833 | 0.00% | 12q | +8.2%+$224.9K |
| JANE STREET GROUP, LLC | $2.9M | 98,504 | 0.00% | 5q | +337.7%+$2.3M |
| UBS Group AG | $2.4M | 78,800 | 0.00% | 25q | +531.3%+$2.0M |
| GOLDMAN SACHS GROUP INC | $2.0M | 65,918 | 0.00% | 12q | +98.2%+$974.7K |
| Riverwater Partners LLC | $1.9M | 65,180 | 0.58% | new | NEW |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.9M | 63,518 | 0.02% | new | NEW |
| NORTHERN TRUST CORP | $1.8M | 61,307 | 0.00% | 31q | +12.0%+$195.9K |
| De Lisle Partners LLP | $1.8M | 60,732 | 0.20% | 10q | +21.1%+$316.1K |
| Bank of New York Mellon Corp | $1.7M | 57,331 | 0.00% | 12q | +3.6%+$59.6K |
| MILLENNIUM MANAGEMENT LLC | $1.5M | 49,707 | 0.00% | 4q | +249.4%+$1.1M |
| VANGUARD FIDUCIARY TRUST CO | $1.3M | 44,045 | 0.00% | 2q | +7.8%+$95.2K |
| Saber Capital Managment, LLC | $1.2M | 39,412 | 0.80% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $1.1M | 38,220 | 0.00% | new | NEW |
| LPL Financial LLC | $1.1M | 36,993 | 0.00% | new | NEW |
| XTX Topco Ltd | $839.3K | 28,127 | 0.01% | new | NEW |
| Trexquant Investment LP | $797.1K | 26,712 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $757.5K | 25,386 | 0.00% | 6q | +626.6%+$653.3K |
| MORGAN STANLEY | $726.3K | 24,340 | 0.00% | 35q | -18.5%-$165.3K |
| Nuveen, LLC | $723.4K | 24,243 | 0.00% | new | NEW |
| Man Group plc | $704.7K | 23,617 | 0.00% | 3q | +18.0%+$107.6K |
| Inspire Investing, LLC | $686.2K | 22,996 | 0.03% | 4q | -16.3%-$133.2K |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $683.0K | 22,886 | 0.00% | new | NEW |
| Empirical Finance, LLC | $590.7K | 19,795 | 0.02% | new | NEW |
| Walleye Capital LLC | $526.4K | 17,642 | 0.00% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $522.2K | 17,500 | 0.01% | 2q | +40.0%+$149.2K |
| JPMORGAN CHASE & CO | $506.3K | 16,922 | 0.00% | 9q | +99.4%+$252.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $485.0K | 16,255 | 0.00% | 9q | +19.4%+$78.8K |
| Steadtrust LLC | $477.4K | 16,000 | 0.24% | new | NEW |
| Diametric Capital, LP | $436.1K | 14,613 | 0.05% | new | NEW |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $430.5K | 14,426 | 0.05% | 8q | HELD |
| Vident Advisory, LLC | $424.3K | 14,219 | 0.00% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $417.4K | 13,988 | 0.00% | 9q | +13.4%+$49.2K |
| Jump Financial, LLC | $377.9K | 12,663 | 0.00% | new | NEW |
| Teton Advisors, LLC | $358.1K | 12,000 | 0.21% | 2q | +20.0%+$59.7K |
| ALLIANCEBERNSTEIN L.P. | $240.8K | 12,450 | 0.00% | 5q | +34.6%+$61.9K |
| GABELLI FUNDS LLC | $208.9K | 7,000 | 0.00% | 7q | -84.4%-$1.1M |
| Crewe Advisors LLC | $208.9K | 7,000 | 0.02% | new | NEW |
| RHUMBLINE ADVISERS | $189.2K | 6,340 | 0.00% | 13q | +5.1%+$9.3K |
| WELLS FARGO & COMPANY/MN | $177.5K | 5,949 | 0.00% | 25q | +127.4%+$99.4K |
| MetLife Investment Management, LLC | $98.9K | 3,315 | 0.00% | new | NEW |
| CITIGROUP INC | $90.5K | 3,033 | 0.00% | 12q | +344.1%+$70.1K |
| State of Alaska, Department of Revenue | $88.0K | 2,967 | 0.00% | 4q | HELD |
| FMR LLC | $85.9K | 2,877 | 0.00% | 8q | +4.1%+$3.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $78.3K | 2,624 | 0.00% | 8q | +7.8%+$5.7K |
| Vanguard Global Advisers, LLC | $66.0K | 2,211 | 0.00% | 2q | HELD |
| Central Pacific Bank - Trust Division | $59.7K | 2,000 | 0.01% | 5q | HELD |
| Police & Firemen's Retirement System of New Jersey | $50.0K | 1,677 | 0.00% | 6q | HELD |
| Russell Investments Group, Ltd. | $48.2K | 1,615 | 0.00% | 5q | +126.5%+$26.9K |
| NEW YORK STATE COMMON RETIREMENT FUND | $47.7K | 1,600 | 0.00% | 9q | HELD |
| BARCLAYS PLC | $30.5K | 1,022 | 0.00% | 11q | +6.8%+$1.9K |
| BNP PARIBAS FINANCIAL MARKETS | $30.1K | 1,009 | 0.00% | 31q | -86.1%-$186.6K |
| PNC Financial Services Group, Inc. | $29.8K | 1,000 | 0.00% | 4q | HELD |
| SHP Wealth Management | $29.8K | 1,000 | 0.00% | 3q | HELD |
| Persistent Asset Partners Ltd | $26.2K | 878 | 0.01% | new | NEW |
| Larson Financial Group LLC | $25.4K | 852 | 0.00% | new | NEW |
| Legal & General Group Plc | $18.8K | 631 | 0.00% | 9q | +35.4%+$4.9K |
| Tower Research Capital LLC (TRC) | $18.4K | 618 | 0.00% | 9q | -55.0%-$22.5K |
| Abound Wealth Management | $18.0K | 602 | 0.00% | 6q | HELD |
| SBI Securities Co., Ltd. | $16.2K | 543 | 0.00% | 7q | +8.4%+$1.3K |
| ROYAL BANK OF CANADA | $14.0K | 489 | 0.00% | 12q | +20.4%+$2.4K |
| Ameritas Investment Partners, Inc. | $13.2K | 441 | 0.00% | 9q | HELD |
| OSAIC HOLDINGS, INC. | $13.0K | 435 | 0.00% | 26q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.9K | 130 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0K | 100 | 0.00% | 16q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.1K | 72 | 0.00% | 9q | -74.1%-$6.1K |
| RAFFA WEALTH MANAGEMENT, LLC | $1.0K | 34 | 0.00% | new | NEW |
| Covestor Ltd | $1.0K | 35 | 0.00% | 4q | -2.8% |
| NISA INVESTMENT ADVISORS, LLC | $836 | 28 | 0.00% | 8q | HELD |
| Quarry LP | $806 | 27 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $597 | 20 | 0.00% | 8q | -39.4% |
| GAMMA Investing LLC | $597 | 20 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $567 | 19 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $418 | 14 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $239 | 8 | 0.00% | new | NEW |
| Optiver Holding B.V. | $179 | 6 | 0.00% | 4q | -88.9%-$1.4K |
| HUNTINGTON NATIONAL BANK | $30 | 1 | 0.00% | 15q | HELD |
| True Wealth Design, LLC | $30 | 1 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $30 | 1 | 0.00% | 2q | -99.6%-$8.4K |
| MassMutual Private Wealth & Trust, FSB | $0 | none filed | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-22 | SMOLYANSKY LUDMILA | Other | Sold | 100,000 | $3.0M ×2 |
| 2026-06-25 | SMOLYANSKY LUDMILA | Other | Sold | 45,616 | $1.4M |
| 2026-06-24 | SMOLYANSKY LUDMILA | Other | Sold | 40,000 | $1.2M |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-14 | Danone S.A. | 10% owner | Sold | 3,454,756 | $67.4M |
| 2026-08-13 | Divisadero Street Capital Management, LP | 10% owner | Bought | 195,616 | $4.9M |
| 2026-05-14 | Divisadero Street Capital Management, LP | 10% owner | Bought | 131,871 | $3.4M ×3 |
| 2026-05-14 | Zolezzi William | 10% owner | Bought | 131,871 | $3.4M ×3 |
| 2026-06-26 | SMOLYANSKY EDWARD | 10% owner | Sold | 111,548 | $3.3M ×2 |
| 2026-06-26 | SMOLYANSKY EDWARD | 10% owner | Sold | 111,548 | $3.3M ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $480.5K | 22,718 | 6 | 3 | 1 | 0.0% |
| Q2 2026 | 97 | $246.1M | 8,250,758 | 31 | 37 | 12 | 0.0% |
| Q1 2026 | 80 | $96.1M | 4,967,815 | 8 | 26 | 25 | 0.0% |
| Q4 2025 | 89 | $119.1M | 4,915,758 | 14 | 30 | 28 | 0.0% |
| Q3 2025 | 98 | $104.2M | 3,753,607 | 26 | 23 | 28 | 0.0% |
| Q2 2025 | 84 | $81.1M | 3,291,568 | 10 | 37 | 16 | 0.0% |
| Q1 2025 | 82 | $81.9M | 3,347,815 | 13 | 18 | 31 | 0.0% |
| Q4 2024 | 87 | $83.3M | 3,358,006 | 17 | 25 | 25 | 0.0% |
| Q3 2024 | 89 | $87.3M | 3,366,037 | 35 | 21 | 22 | 0.0% |
| Q2 2024 | 62 | $36.7M | 2,867,856 | 22 | 24 | 10 | 0.0% |
| Q1 2024 | 51 | $45.3M | 2,632,051 | 5 | 16 | 18 | 0.0% |
| Q4 2023 | 50 | $30.1M | 2,246,497 | 12 | 22 | 7 | 0.0% |
| Q3 2023 | 40 | $18.7M | 1,808,573 | 20 | 8 | 6 | 0.0% |
| Q2 2023 | 23 | $12.1M | 1,826,439 | 3 | 3 | 7 | 0.0% |
| Q1 2023 | 23 | $9.4M | 1,559,432 | 3 | 6 | 3 | 0.0% |
| Q4 2022 | 22 | $6.1M | 1,098,850 | 6 | 6 | 4 | 0.0% |
| Q3 2022 | 16 | $63.3M | 11,096,957 | 2 | 2 | 7 | 0.0% |
| Q2 2022 | 15 | $55.7M | 11,144,750 | 1 | 5 | 2 | 0.0% |
| Q1 2022 | 15 | $80.1M | 11,128,161 | 1 | 3 | 7 | 0.0% |
| Q4 2021 | 16 | $51.2M | 11,121,902 | 2 | 4 | 3 | 0.0% |
| Q3 2021 | 16 | $62.5M | 11,153,336 | 1 | 2 | 3 | 0.0% |
| Q2 2021 | 19 | $58.0M | 11,191,212 | 2 | 2 | 6 | 0.0% |
| Q1 2021 | 20 | $61.0M | 11,292,521 | 2 | 3 | 8 | 0.0% |
| Q4 2020 | 22 | $61.2M | 11,309,657 | 3 | 3 | 5 | 0.0% |
| Q3 2020 | 21 | $56.4M | 11,203,979 | 5 | 4 | 6 | 0.0% |
| Q2 2020 | 19 | $25.6M | 11,230,600 | 4 | 5 | 4 | 0.0% |
| Q1 2020 | 17 | $21.4M | 11,146,281 | 2 | 0 | 7 | 0.0% |
| Q4 2019 | 18 | $22.4M | 11,259,157 | 2 | 2 | 5 | 0.0% |
| Q3 2019 | 24 | $24.8M | 11,339,988 | 3 | 2 | 9 | 0.0% |
| Q2 2019 | 23 | $41.3M | 11,344,576 | 4 | 2 | 10 | 0.0% |
| Q1 2019 | 21 | $3.9M | 1,614,561 | 1 | 3 | 10 | 0.0% |
| Q4 2018 | 24 | $3.4M | 1,792,221 | 0 | 0 | 2 | 0.0% |