Lifeway Foods Ownership | Who Owns Lifeway Foods?
Lifeway Foods Ownership Summary
Lifeway Foods is owned by 22.67% institutional investors, 68.55% insiders, and 8.77% retail investors. Renaissance is the largest institutional shareholder, holding 3.10% of LWAY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.17% of its assets in Lifeway Foods shares.
LWAY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lifeway Foods | 22.67% | 68.55% | 8.77% |
| Sector | Consumer Defensive Stocks | 52.71% | 13.91% | 33.39% |
| Industry | Packaged Foods Stocks | 58.38% | 13.93% | 27.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Renaissance | 454.68K | 3.10% | $5.81M |
| Dimensional fund advisors lp | 312.31K | 2.13% | $3.99M |
| Vanguard group | 288.74K | 1.97% | $3.69M |
| Blackrock | 248.02K | 1.69% | $3.17M |
| Hillsdale investment management | 208.31K | 1.42% | $2.66M |
| Geode capital management | 113.95K | 0.78% | $1.46M |
| Gamco investors, inc. et al | 113.50K | 0.77% | $1.45M |
| Marshall wace, llp | 100.22K | 0.68% | $1.28M |
| Two sigma investments, lp | 89.31K | 0.61% | $1.14M |
| Morgan stanley | 73.18K | 0.50% | $934.56K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hillsdale investment management | 208.31K | 0.21% | $2.66M |
| De lisle partners llp | 45.73K | 0.13% | $583.53K |
| Harbour capital advisors | 14.49K | 0.08% | $347.83K |
| Fny investment advisers | 5.00K | 0.06% | $124.00K |
| Teton advisors | 11.80K | 0.06% | $150.69K |
| Occudo quantitative strategies lp | 14.33K | 0.03% | $182.99K |
| Kahn brothers group | 10.00K | 0.02% | $128.00K |
| Bridgeway capital management | 67.14K | 0.02% | $857.37K |
| Gamco investors, inc. et al | 113.50K | 0.02% | $1.45M |
| Byrne asset management | 900.00 | 0.02% | $22.32K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 248.02K | 0.00% | 230.49K |
| Two sigma investments, lp | 89.31K | 0.00% | 70.04K |
| Geode capital management | 113.95K | 0.00% | 55.24K |
| American century companies | 46.46K | 0.00% | 46.46K |
| Marshall wace, llp | 100.22K | 0.00% | 32.74K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 28.20K | 0.00% | -86.38K |
| Navellier & associates | - | - | -68.17K |
| Citadel advisors | - | - | -58.92K |
| Susquehanna group, llp | - | - | -44.37K |
| Laurion capital management lp | - | - | -43.39K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| American century companies | 46.46K | 0.00% | 46.46K | $593.32K |
| Panagora asset management | 20.88K | 0.00% | 20.88K | $266.69K |
| Charles schwab investment management | 17.11K | - | 17.11K | $218.47K |
| Two sigma advisers, lp | 16.50K | 0.00% | 16.50K | $210.71K |
| Invesco | 13.00K | - | 13.00K | $165.99K |
Sold Out
| Holder | Change |
|---|---|
| Allspring global investments | -32.00 |
| Federation des caisses desjardins du quebec | -90.00 |
| Macquarie group | -135.00 |
| Nbc securities | -147.00 |
| Point72 asia (singapore) pte. | -4.20K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 40 | 73.91% | 1,808,573 | -0.98% | 12 | 7.93% | 28 | 366.67% | 6 | -14.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 172.78K | 1.17% | - |
| DFA US Targeted Value I | 125.52K | 0.85% | - |
| iShares Russell 2000 ETF | 122.12K | 0.82% | -475.00 |
| 1290 VT GAMCO Small Company Value IB | 96.47K | 0.65% | -530.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 81.77K | 0.55% | - |
| VT De Lisle America B USD | 59.78K | 0.40% | - |
| Avantis US Small Cap Value ETF | 53.94K | 0.36% | - |
| Fidelity Small Cap Index | 46.53K | 0.31% | -33.00 |
| Columbia Integrated Small Cap Core | 41.31K | 0.28% | 41.31K |
| iShares Russell 2000 Growth ETF | 40.99K | 0.28% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 17, 2025 | SMOLYANSKY LUDMILA | Member of 10% owner group | Sell | $271.37K |
| Jan 15, 2025 | SMOLYANSKY LUDMILA | Member of 10% owner group | Sell | $226.70K |
| Jan 16, 2025 | SMOLYANSKY LUDMILA | Member of 10% owner group | Sell | $173.61K |
| Jan 13, 2025 | SMOLYANSKY LUDMILA | Member of 10% owner group | Sell | $224.80K |
| Jan 13, 2025 | SMOLYANSKY LUDMILA | Member of 10% owner group | Sell | $442.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 12 |
| 2024 Q2 | - | 18 |
| 2024 Q1 | - | 22 |
| 2023 Q4 | - | 5 |
LWAY Ownership FAQ
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