Who Owns Lifeway Foods Stock?
NASDAQ: LWAYConsumer StaplesPackaged FoodsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 57.40%
- Held by insiders
- 39.25%
- Institutional holders
- 140
- Institutions 57.4%
- Insiders 39.3%
- Public and other 3.4%
Who owns Lifeway Foods stock?
Institutional investors own about 57.4% of Lifeway Foods's shares, spread across 140 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 39.25% of LWAY.
The largest institutional holders are Divisadero Street Capital Management, LP (13.91%), Citadel Advisors Llc (6.16%) and Wellington Management Group, LLP (3.87%). Together, the top 10 institutions control 37.6% of shares outstanding. In their latest filings, 10 of the top 10 institutions increased their LWAY positions and 0 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of LWAY
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Divisadero Street Capital Management, LP | 2.10M | 13.91% | +49.2% |
| Citadel Advisors Llc | 930.11K | 6.16% | +1194.0% |
| Wellington Management Group, LLP | 585.10K | 3.87% | +100.0% |
| Renaissance Technologies, LLC | 377.17K | 2.50% | +2.3% |
| Vanguard Capital Management LLC | 366.77K | 2.43% | +40.0% |
| Blackrock Inc. | 322.18K | 2.13% | +16.0% |
| Pillsbury Lake Capital LLC | 291.71K | 1.93% | +100.0% |
| Dimensional Fund Advisors LP | 258.37K | 1.71% | +9.6% |
| Two Sigma Investments, LP | 228.14K | 1.51% | +90.7% |
| AWM Investment Company, Inc. | 223.00K | 1.48% | +100.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of LWAY
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 285.77K | 1.89% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | 172.00K | 1.14% |
| iShares Trust-iShares Russell 2000 ETF | 140.83K | 0.93% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 70.81K | 0.47% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 61.91K | 0.41% |
| NORTHWESTERN MUTUAL SERIES FUND INC-Small Cap Growth Stock Portfolio | 60.23K | 0.40% |
| iShares Trust-iShares Russell 2000 Growth ETF | 53.91K | 0.36% |
| HARTFORD SERIES FUND INC-HARTFORD SMALL CAP GROWTH HLS FUND | 44.17K | 0.29% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | 43.79K | 0.29% |
| Dimensional ETF Trust-Dimensional U.S. Small Cap ETF | 41.43K | 0.27% |
Frequently asked questions
Who is the largest shareholder of Lifeway Foods?
Divisadero Street Capital Management, LP is the largest institutional shareholder of LWAY, owning 13.91% of shares outstanding (2.10M shares) as of its latest 13F filing.
What percentage of Lifeway Foods is owned by institutions?
Institutions own about 57.4% of LWAY shares and 94.5% of the public float.
How much of Lifeway Foods do insiders own?
Insiders, such as officers and directors, own about 39.25% of LWAY shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.