Lifeway Foods, Inc. 13F holders
96 funds reported a position in Lifeway Foods, Inc. in their 13F for the quarter ended 30 June 2026, together 8.3 million shares worth $246.1 million. Against the quarter before, 30 opened a position, 37 added, 13 trimmed and 13 sold out; together they bought a net 3.3 million shares. The largest holders: Divisadero Street Capital Management, LP, Citadel Advisors LLC and Wellington Management Group LLP.
Funds holding96+16 on Q1 2026
Shares they held8.3Mworth $246.1 million
Net bought on the quarter3.3M sharesabout $97.9 million at the funds' values
Funds buying to selling67 to 26opened or added, to cut or sold
Opened 30Added 37Held 17Trimmed 13Sold out 13
What each fund did in LWAY against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in LWAY in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 16 reported a position in Lifeway Foods, Inc.: 5 opened one, 3 added, 2 trimmed and 3 sold out, a net 6,503 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | +15,951 | 15,951 | new | 13F |
| Sterling Capital Management LLC | +297 | 317 | added | 13F |
| Farther Finance Advisors, LLC | +181 | 182 | added | 13F |
| Mather Group, LLC. | +41 | 41 | new | 13F |
| Gamma Investing LLC | +27 | 47 | added | 13F |
| Covestor Ltd | -7 | 28 | trimmed | 13F |
| SJS Investment Consulting Inc. | +3 | 3 | new | 13F |
| Caitong International Asset Management Co., Ltd | -1 | 18 | trimmed | 13F |
| Essential Partners LLC | +1 | 1 | new | 13F |
| IFP Advisors, Inc | +1 | 1 | new | 13F |
| Inspire Investing, LLC | -22,996 | 0 | sold out | 13F |
| MassMutual Private Wealth & Trust, FSB | +0 | 0 | sold out | 13F |
| True Wealth Design, LLC | -1 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Lifeway Foods, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Citadel Advisors, 930,109 shares worth $27.8 million, 0.0% of its reported book. Sold out: Point72 Asset Management. In the quarter, 6 funds added or opened a position and 1 trimmed or sold out; together they bought a net 1.0 million shares, about $30.5 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Citadel Advisors | 930,109 | $27.8 million | 0.0% | +858,228 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 377,171 | $11.3 million | 0.0% | +8,500 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 228,136 | $6.8 million | 0.0% | +108,507 | added | 30 June 2026 | 13F |
| Geode Capital Management | 158,235 | $4.7 million | 0.0% | +22,087 | added | 30 June 2026 | 13F |
| Millennium Management | 49,707 | $1.5 million | 0.0% | +35,479 | added | 30 June 2026 | 13F |
| FMR LLC | 2,877 | $85,864 | 0.0% | +112 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -10,406 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Divisadero Street Capital Management, LP | 2,101,540 | 25.47% | $62.7 million | 1.46% | +692,772 | 13F |
| Citadel Advisors LLC | 930,109 | 11.27% | $27.8 million | 0.02% | +858,228 | 13F |
| Wellington Management Group LLP | 585,100 | 7.09% | $17.5 million | 0.00% | new | 13F |
| Renaissance Technologies LLC | 377,171 | 4.57% | $11.3 million | 0.01% | +8,500 | 13F |
| Vanguard Capital Management LLC | 366,771 | 4.45% | $10.9 million | 0.00% | +104,710 | 13F |
| BlackRock, Inc. | 322,184 | 3.90% | $9.6 million | 0.00% | +44,434 | 13F |
| Pillsbury Lake Capital LLC | 291,709 | 3.54% | $8.7 million | 2.39% | new | 13F |
| Dimensional Fund Advisors LP | 258,374 | 3.13% | $7.7 million | 0.00% | +22,664 | 13F |
| Two Sigma Investments, LP | 228,136 | 2.77% | $6.8 million | 0.01% | +108,507 | 13F |
| AWM Investment Company, Inc. | 223,000 | 2.70% | $6.7 million | 0.58% | new | 13F |
| Gamco Investors, Inc. Et Al | 214,150 | 2.60% | $6.4 million | 0.06% | -500 | 13F |
| Tudor Investment Corp. Et Al | 209,953 | 2.54% | $6.3 million | 0.03% | -56,445 | 13F |
| First Sabrepoint Capital Management LP | 170,000 | 2.06% | $5.1 million | 2.17% | new | 13F |
| Geode Capital Management, LLC | 158,235 | 1.92% | $4.7 million | 0.00% | +22,087 | 13F |
| HBK Investments L P | 150,000 | 1.82% | $4.5 million | 0.06% | new | 13F |
| Squarepoint Ops LLC | 124,294 | 1.51% | $3.7 million | 0.01% | +77,774 | 13F |
| Marshall Wace, LLP | 118,944 | 1.44% | $3.5 million | 0.00% | -13,313 | 13F |
| Vanguard Portfolio Management LLC | 104,564 | 1.27% | $3.1 million | 0.00% | +66,865 | 13F |
| State Street Corp. | 99,833 | 1.21% | $3.0 million | 0.00% | +7,537 | 13F |
| Jane Street Group, LLC | 98,504 | 1.19% | $2.9 million | 0.00% | +75,997 | 13F |
| UBS Group AG | 78,800 | 0.96% | $2.4 million | 0.00% | +66,318 | 13F |
| Goldman Sachs Group Inc. | 65,918 | 0.80% | $2.0 million | 0.00% | +32,665 | 13F |
| Riverwater Partners LLC | 65,180 | 0.79% | $1.9 million | 0.58% | new | 13F |
| Boothbay Fund Management, LLC | 63,518 | 0.77% | $1.9 million | 0.04% | new | 13F |
| Northern Trust Corp. | 61,307 | 0.74% | $1.8 million | 0.00% | +6,566 | 13F |
| De Lisle Partners LLP | 60,732 | 0.74% | $1.8 million | 0.20% | +10,582 | 13F |
| Bank of New York Mellon Corp | 57,331 | 0.69% | $1.7 million | 0.00% | +1,997 | 13F |
| Millennium Management LLC | 49,707 | 0.60% | $1.5 million | 0.00% | +35,479 | 13F |
| Vanguard Fiduciary Trust Co. | 44,045 | 0.53% | $1.3 million | 0.00% | +3,189 | 13F |
| Saber Capital Managment, LLC | 39,412 | 0.48% | $1.2 million | 0.85% | new | 13F |
| Bank of America Corp. | 38,220 | 0.46% | $1.1 million | 0.00% | new | 13F |
| LPL Financial LLC | 36,993 | 0.45% | $1.1 million | 0.00% | new | 13F |
| XTX Topco Ltd | 28,127 | 0.34% | $839,310 | 0.01% | new | 13F |
| Trexquant Investment LP | 26,712 | 0.32% | $797,086 | 0.01% | new | 13F |
| Deutsche Bank AG | 25,386 | 0.31% | $757,518 | 0.00% | +21,892 | 13F |
| Morgan Stanley | 24,340 | 0.30% | $726,314 | 0.00% | -5,539 | 13F |
| Nuveen, LLC | 24,243 | 0.29% | $723,411 | 0.00% | new | 13F |
| Man Group plc | 23,617 | 0.29% | $704,731 | 0.00% | +3,607 | 13F |
| Inspire Investing, LLC | 22,996 | 0.28% | $686,201 | 0.03% | -4,463 | 13F |
| Teachers Retirement System of the State of Kentucky | 22,886 | 0.28% | $683,000 | 0.01% | new | 13F |
| Empirical Finance, LLC | 19,795 | 0.24% | $590,683 | 0.03% | new | 13F |
| Walleye Capital LLC | 17,642 | 0.21% | $526,437 | 0.00% | new | 13F |
| Bridgeway Capital Management, LLC | 17,500 | 0.21% | $522,200 | 0.01% | +5,000 | 13F |
| JPMorgan Chase & Co. | 16,922 | 0.21% | $506,306 | 0.00% | +8,436 | 13F |
| Charles Schwab Investment Management Inc. | 16,255 | 0.20% | $485,049 | 0.00% | +2,640 | 13F |
| Steadtrust LLC | 16,000 | 0.19% | $477,440 | 0.24% | new | 13F |
| Diametric Capital, LP | 14,613 | 0.18% | $436,051 | 0.05% | new | 13F |
| Corsair Capital Management, L.P. | 14,426 | 0.17% | $430,472 | 0.05% | no change | 13F |
| Vident Advisory, LLC | 14,219 | 0.17% | $424,295 | 0.00% | new | 13F |
| American Century Companies Inc. | 13,988 | 0.17% | $417,402 | 0.00% | +1,650 | 13F |
The 50 largest of the 96 funds that reported a position in LWAY in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 May 2026 | 13G | Citadel Advisors LLC and 13 others | 884,776 | 5.8% | 19 May 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 20 May 2026 | 13D/A | Ludmila Smolyansky and 2 others | 3.0 million | 19.7% | 18 May 2026 | EDGAR | |
| 20 May 2026 | 13D/A | Danone S.A. and 1 other | 0 | 0.0% | 19 May 2026 | Item 4 of the Original Schedule 13D is hereby amended and restated as follows: On May 19, 2026, Danone S.A.'s wholly owned subsidiary, Danone USA Public Benefit Corporation, completed the sale of Danone USA Public Benefit Corporation's hold | EDGAR |
| 18 May 2026 | 13G/A | Divisadero Street Capital Management, LP and 9 others | 2.1 million | 13.8% | 14 May 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 13 February 2026 | 13G/A | Divisadero Street Capital Management, LP and 9 others | 1.3 million | 8.9% | 31 December 2025 | passive, under 20% (13d-1(c)) | EDGAR |
| 18 November 2025 | 13D/A | Ludmila Smolyansky and 2 others | 3.1 million | 20.0% | 18 November 2025 | Item 4 is hereby amended and supplemented by the addition of the following: As previously disclosed, on October 17, 2025, Edward Smolyansky delivered a notice to Lifeway Foods, Inc. (the "issuer") of his intent to nominate George Sent for e | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 26 August 2026 | 28 | $26.16 | SEC |
| 24 August 2026 | 11,256 | $25.93 | SEC |
| 21 August 2026 | 16,254 | $25.91 | SEC |
| 20 August 2026 | 20,782 | $25.04 | SEC |
| 19 August 2026 | 26,052 | $25.45 | SEC |
| 18 August 2026 | 30,686 | $24.75 | SEC |
| 17 August 2026 | 35,601 | $25.82 | SEC |
| 11 August 2026 | 6 | $29.97 | SEC |
| 5 August 2026 | 99,099 | $29.35 | SEC |
| 4 August 2026 | 99,103 | $29.56 | SEC |
| 3 August 2026 | 99,359 | $29.78 | SEC |
| 31 July 2026 | 99,544 | $30.97 | SEC |
| 30 July 2026 | 99,499 | $31.40 | SEC |
| 29 July 2026 | 99,531 | $30.77 | SEC |
| 28 July 2026 | 99,590 | $30.48 | SEC |
| 27 July 2026 | 99,381 | $30.44 | SEC |
| 24 July 2026 | 99,413 | $30.33 | SEC |
| 23 July 2026 | 59,870 | $30.31 | SEC |
| 22 July 2026 | 17 | $31.00 | SEC |
| 21 July 2026 | 51,673 | $31.02 | SEC |
| 20 July 2026 | 51,697 | $31.95 | SEC |
| 17 July 2026 | 51,573 | $32.09 | SEC |
| 16 July 2026 | 52,080 | $31.41 | SEC |
| 15 July 2026 | 71,266 | $32.33 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.