Lifeway Foods Ownership | Who Owns Lifeway Foods?

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Lifeway Foods Ownership Summary

Lifeway Foods is owned by 21.67% institutional investors, 67.91% insiders, and 10.42% retail investors. Renaissance is the largest institutional shareholder, holding 2.95% of LWAY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.14% of its assets in Lifeway Foods shares.

LWAY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Lifeway Foods	21.67%	67.91%	10.42%
Sector	Consumer Defensive Stocks	43.92%	15.26%	40.82%
Industry	Packaged Foods Stocks	47.36%	14.39%	38.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Renaissance	436.37K	2.95%	$10.82M
Vanguard group	314.99K	2.13%	$7.81M
Dimensional fund advisors lp	302.57K	2.04%	$7.50M
Blackrock funding, inc. /de	263.09K	1.78%	$6.52M
Blackrock	248.02K	1.69%	$3.17M
Beryl capital management	145.45K	0.98%	$3.61M
Tig advisors	141.60K	0.96%	$3.51M
Gamco investors, inc. et al	120.35K	0.81%	$2.98M
Divisadero street capital management, lp	117.95K	0.80%	$2.93M
Geode capital management	115.64K	0.78%	$2.87M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Beryl capital management	145.45K	0.81%	$3.61M
Slotnik capital	53.00K	0.59%	$1.31M
Divisadero street capital management, lp	117.95K	0.34%	$2.93M
Tig advisors	141.60K	0.25%	$3.51M
De lisle partners llp	59.78K	0.22%	$1.48M
Clearalpha technologies lp	10.00K	0.17%	$248.00K
One68 global capital	11.30K	0.15%	$280.26K
Teton advisors	8.10K	0.10%	$200.88K
Harbour capital advisors	14.49K	0.08%	$347.83K
Kahn brothers group	10.00K	0.05%	$248.00K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	248.02K	0.00%	230.49K
Beryl capital management	145.45K	0.81%	145.45K
Tig advisors	141.60K	0.25%	141.60K
Divisadero street capital management, lp	117.95K	0.34%	117.95K
Jpmorgan chase	85.96K	0.00%	75.38K

Top Sellers

Holder	Shares	% Assets	Change
Vazirani asset management	-	-	-125.00K
Navellier & associates	-	-	-68.17K
Marshall wace, llp	105.59K	0.00%	-62.34K
Citadel advisors	-	-	-58.92K
D. e. shaw	38.90K	0.00%	-57.55K

New Positions

Holder	Shares	% Assets	Change	Value
Beryl capital management	145.45K	0.81%	145.45K	$3.61M
Tig advisors	141.60K	0.25%	141.60K	$3.51M
Divisadero street capital management, lp	117.95K	0.34%	117.95K	$2.93M
Slotnik capital	53.00K	0.59%	53.00K	$1.31M
Gabelli funds	16.27K	0.00%	16.27K	$403.45K

Sold Out

Holder	Change
True wealth design	-1.00
National bank of canada /fi/	-1.00
Capital performance advisors llp	-24.00
Allspring global investments	-32.00
Federation des caisses desjardins du quebec	-90.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	79	-11.24%	3,207,216	-4.42%	21	4.22%	40	-29.82%	25	13.64%
Sep 30, 2024	89	43.55%	3,355,473	17.08%	22	5.96%	57	21.28%	22	120.00%
Jun 30, 2024	62	19.23%	2,865,938	15.57%	19	6.85%	47	95.83%	10	-44.44%
Mar 31, 2024	52	4.00%	2,479,856	10.84%	16	7.25%	24	-31.43%	18	157.14%
Dec 31, 2023	50	25.00%	2,237,336	23.71%	15	10.05%	35	25.00%	7	16.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	172.78K	1.14%	-
Vanguard US Total Market Shares ETF	172.78K	1.14%	-
iShares Russell 2000 ETF	119.06K	0.78%	-1.04K
DFA US Targeted Value I	114.53K	0.75%	-8.23K
1290 VT GAMCO Small Company Value IB	109.00K	0.72%	-
Vanguard Institutional Extnd Mkt Idx Tr	81.77K	0.54%	-
VT De Lisle America B USD	59.78K	0.39%	-
Avantis US Small Cap Value ETF	48.72K	0.32%	-3.90K
Fidelity Small Cap Index	45.15K	0.30%	-845.00
iShares Russell 2000 Growth ETF	39.30K	0.26%	-188.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 15, 2025	SMOLYANSKY LUDMILA	Member of 10% owner group	Sell	$207.18K
Apr 14, 2025	SMOLYANSKY LUDMILA	Member of 10% owner group	Sell	$197.84K
Apr 11, 2025	SMOLYANSKY LUDMILA	Member of 10% owner group	Sell	$350.70K
Apr 10, 2025	SMOLYANSKY LUDMILA	Member of 10% owner group	Sell	$235.10K
Mar 18, 2025	SMOLYANSKY EDWARD	-	Sell	$464.60K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	4
2025 Q1	-	9
2024 Q4	-	-
2024 Q3	-	12
2024 Q2	-	18

LWAY Ownership FAQ

Who Owns Lifeway Foods?

Lifeway Foods shareholders are primarily institutional investors at 21.67%, followed by 67.91% insiders and 10.42% retail investors. The average institutional ownership in Lifeway Foods's industry, Packaged Foods Stocks, is 47.36%, which Lifeway Foods falls below.

Who owns the most shares of Lifeway Foods?

Lifeway Foods’s largest shareholders are Renaissance (436.37K shares, 2.95%), Vanguard group (314.99K shares, 2.13%), and Dimensional fund advisors lp (302.57K shares, 2.04%). Together, they hold 7.12% of Lifeway Foods’s total shares outstanding.

Does Blackrock own Lifeway Foods?

Yes, BlackRock owns 1.69% of Lifeway Foods, totaling 248.02K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 3.17M$. In the last quarter, BlackRock increased its holdings by 230.49K shares, a 1315.38% change.

Who is Lifeway Foods’s biggest shareholder by percentage of total assets invested?

Beryl capital management is Lifeway Foods’s biggest shareholder by percentage of total assets invested, with 0.81% of its assets in 145.45K Lifeway Foods shares, valued at 3.61M$.

Who is the top mutual fund holder of Lifeway Foods shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Lifeway Foods shares, with 1.14% of its total shares outstanding invested in 172.78K Lifeway Foods shares.

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