Lifeway Foods Ownership | Who Owns Lifeway Foods?

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Lifeway Foods Ownership Summary

Lifeway Foods is owned by 22.64% institutional investors, 66.64% insiders, and 10.71% retail investors. Renaissance is the largest institutional shareholder, holding 2.95% of LWAY shares. Vanguard US Total Market Shares ETF 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	22.64%	66.64%	10.71%
Sector	Consumer Defensive Stocks	35.80%	15.88%	48.32%
Industry	Packaged Foods Stocks	33.82%	14.40%	51.78%

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
Geode capital management	115.64K	0.78%	$2.87M
Marshall wace, llp	105.59K	0.71%	$2.62M

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
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
Kahn brothers group	10.00K	0.05%	$248.00K
Gamco investors, inc. et al	120.35K	0.03%	$2.98M
Bridgeway capital management	37.80K	0.02%	$937.47K
Renaissance	436.37K	0.02%	$10.82M

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
Jpmorgan chase	85.96K	0.00%	75.38K
Slotnik capital	53.00K	0.59%	53.00K

Top Sellers

Holder	Shares	% Assets	Change
Vazirani asset management	-	-	-125.00K
Divisadero street capital management, lp	-	-	-117.95K
Navellier & associates	-	-	-68.17K
Marshall wace, llp	105.59K	0.00%	-62.34K
Citadel advisors	-	-	-58.92K

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
Slotnik capital	53.00K	0.59%	53.00K	$1.31M
Gabelli funds	16.27K	0.00%	16.27K	$403.45K
One68 global capital	11.30K	0.15%	11.30K	$280.26K

Sold Out

Holder	Change
National bank of canada /fi/	-1.00
True wealth design	-1.00
Mai capital management	-17.00
Capital performance advisors llp	-24.00
Synergy asset management	-27.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	80	-5.88%	3,344,121	-0.41%	22	4.40%	32	-25.58%	31	19.23%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	172.78K	1.14%	-
Vanguard Total Stock Mkt Idx Inv	172.78K	1.14%	-
iShares Russell 2000 ETF	114.81K	0.76%	57.00
1290 VT GAMCO Small Company Value IB	111.00K	0.73%	2.00K
DFA US Targeted Value I	102.04K	0.67%	-12.49K
Vanguard Institutional Extnd Mkt Idx Tr	81.77K	0.54%	-
VT De Lisle America B USD	59.78K	0.39%	-
Fidelity Small Cap Index	45.15K	0.30%	-
iShares Russell 2000 Growth ETF	38.45K	0.25%	-
Bridgeway Ultra-Small Company Market	37.40K	0.25%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 20, 2025	SIKAR POL	-	Sell	$67.05K
May 22, 2025	SIKAR POL	-	Sell	$18.24K
May 21, 2025	SIKAR POL	-	Sell	$4.57K
May 19, 2025	SMOLYANSKY JULIE	CEO, President and Secretary	Sell	$1.10M
May 01, 2025	SMOLYANSKY LUDMILA	Member of 10% owner group	Sell	$716.10K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	13
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 22.64%, followed by 66.64% insiders and 10.72% retail investors. The average institutional ownership in Lifeway Foods's industry, Packaged Foods Stocks, is 33.82%, 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 US Total Market Shares ETF 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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