Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LWAY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Divisadero Street Capital Management, LP | 1.4M | $27.2M | +4.5% | 9.219% | 1.28% |
| 2 | Cresset Asset Management, LLC | 508K | $9.8M | 0.0% | 3.326% | 0.05% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 369K | $7.1M | -1.8% | 2.413% | 0.01% |
| 4 | BlackRock, Inc. | 278K | $5.4M | -3.6% | 1.818% | 0.00% |
| 5 | TUDOR INVESTMENT CORP ET AL | 266K | $5.2M | +63.1% | 1.743% | 0.02% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 262K | $5.1M | — | 1.715% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 236K | $4.6M | +8.8% | 1.542% | 0.00% |
| 8 | GAMCO INVESTORS, INC. ET AL | 215K | $4.2M | +33.5% | 1.405% | 0.04% |
| 9 | Slotnik Capital, LLC | 157K | $3.0M | +22.5% | 1.030% | 0.89% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 136K | $2.6M | +1.0% | 0.891% | 0.00% |
| 11 | MARSHALL WACE, LLP | 132K | $2.6M | +7.4% | 0.865% | 0.00% |
| 12 | TWO SIGMA INVESTMENTS, LP | 120K | $2.3M | -5.8% | 0.783% | 0.00% |
| 13 | STATE STREET CORP | 92K | $1.8M | +1.1% | 0.604% | 0.00% |
| 14 | CITADEL ADVISORS LLC | 72K | $1.4M | +229.2% | 0.470% | 0.00% |
| 15 | Bank of New York Mellon Corp | 55K | $1.1M | -14.4% | 0.362% | 0.00% |
| 16 | NORTHERN TRUST CORP | 55K | $1.1M | +1.7% | 0.358% | 0.00% |
| 17 | De Lisle Partners LLP | 50K | $964K | -6.8% | 0.328% | 0.12% |
| 18 | Squarepoint Ops LLC | 47K | $900K | +127.9% | 0.304% | 0.00% |
| 19 | GABELLI FUNDS LLC | 45K | $869K | -10.6% | 0.294% | 0.01% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 41K | $790K | — | 0.267% | 0.00% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 38K | $729K | — | 0.247% | 0.00% |
| 22 | GOLDMAN SACHS GROUP INC | 33K | $643K | +19.1% | 0.218% | 0.00% |
| 23 | MORGAN STANLEY | 30K | $578K | -28.0% | 0.196% | 0.00% |
| 24 | GABELLI & Co INVESTMENT ADVISERS, INC. | 29K | $570K | -25.4% | 0.193% | 0.08% |
| 25 | CWM Advisors, LLC | 27K | $531K | +40.2% | 0.180% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LWAY — a direct measure of their conviction.
Filings activity in LWAY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 77 | 13% | 24.98% | 5.84 pp | $96M | 19% |
| Q4 2025 | 88 | 10% | 30.82% | +4.15 pp | $118M | +16% |
| Q3 2025 | 98 | +15% | 26.67% | +5.58 pp | $102M | +26% |
| Q2 2025 | 85 | +2.4% | 21.09% | 0.13 pp | $81M | 0.6% |
| Q1 2025 | 83 | 3.5% | 21.22% | 0.17 pp | $81M | 0.8% |
| Q4 2024 | 86 | 4.4% | 21.39% | 0.55 pp | $82M | 2.5% |
| Q3 2024 | 90 | +41% | 21.94% | +12.68 pp | $84M | +137% |
| Q2 2024 | 64 | — | 9.26% | — | $35M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LWAY stock.
Based on Q1 2026 13F filings, institutional ownership of Lifeway Foods, Inc. stands at 25.0%, held across 77 reporting institutions.
Divisadero Street Capital Management, LP is the largest reported institutional holder of LWAY, with approximately 1,408,768 shares worth $0.03B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of LWAY, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for LWAY is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
11 institutions opened new positions in LWAY during Q1 2026, while 22 fully exited. 16 added to existing positions and 48 trimmed.
LWAY institutional ownership fell by 5.84 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 77.5% of all reported 13F value in LWAY, and the top 25 account for 95.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lifeway Foods, Inc. (LWAY) Institutional Ownership