Lifeway Foods Inc (LWAY) Ownership

15.15 ↓0.15 (-0.98%)
As of May 23, 2024, 3:59pm EST.

Institutional Ownership

Kanen Wealth Management LLC is the biggest individual institutional holder of Lifeway Foods Inc (LWAY), owning a total of 621 thousand shares. Combined, the top 46 institutional holders of LWAY own 19.14% of the company with a total of 2.8 million shares.

In the latest ownership report on December 31st 2023, the top 46 institutional holders increased their combined ownership of LWAY by 324 thousand shares. 18 institutions bought 428,685 total additional shares and increased their ownership by an average of 55.17%. However 3 institutions sold 105,126 total shares and decreased their ownership by an average of 34.56%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Lifeway Foods increased by a net total of 323,559 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Renaissance Technologies Corp2.793%10.050%410,31037,4712023-12-31
Dimensional Fund Advisors, Inc.2.161%7.348%317,47921,7322023-12-31
Vanguard Group Inc1.774%0.856%260,5692,2112023-12-31
Hillsdale Investment Management Inc.1.600%15.650%235,09731,8132023-12-31
Millennium Management LLC0.662%341.945%97,25075,2452023-12-31
Marshall Wace Asset Management Ltd0.625%214.331%91,75062,5612023-12-31
Gamco Investors, Inc. Et Al0.542%60.954%79,60030,1452023-12-31
Bridgeway Capital Management, LLC0.457%-16.348%67,139-13,1212023-12-31
Geode Capital Management, LLC0.414%26.386%60,82712,6992023-12-31
EAM Investors, LLC0.337%-62.146%49,532-81,3172023-12-31
BlackRock Inc0.315%35.980%46,33112,2592023-12-31
Man Group PLC0.275%0.000%40,40540,4052023-12-31
Bank of New York Mellon Corp0.267%0.000%39,16902023-12-31
Navellier & Associates Inc0.253%53.641%37,18112,9812023-12-31
Susquehanna International Group, LLP0.216%-25.173%31,771-10,6882023-12-31
Northern Trust Corp0.171%91.441%25,18612,0302023-12-31
Goldman Sachs Group Inc0.163%50.493%23,9428,0332023-12-31
Jump Financial, LLC0.154%0.000%22,61722,6172023-12-31
State Street Corporation0.139%21.444%20,3883,6002023-12-31
JANE STREET GROUP, LLC0.130%0.000%19,14419,1442023-12-31
683 Capital Management LLC0.124%0.000%18,23918,2392023-12-31
Denali Advisors LLC0.097%62.500%14,3005,5002023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Kanen Wealth Management LLC4.232%107.883%620,973322,2602023-06-30
Renaissance Technologies Corp2.793%10.050%410,31037,4712023-12-31
Dimensional Fund Advisors, Inc.2.161%7.348%317,47921,7322023-12-31
Vanguard Group Inc1.774%0.856%260,5692,2112023-12-31
Hillsdale Investment Management Inc.1.600%15.650%235,09731,8132023-12-31
Millennium Management LLC0.662%341.945%97,25075,2452023-12-31
Marshall Wace Asset Management Ltd0.625%214.331%91,75062,5612023-12-31
Gamco Investors, Inc. Et Al0.542%60.954%79,60030,1452023-12-31
Bridgeway Capital Management, LLC0.457%-16.348%67,139-13,1212023-12-31
Geode Capital Management, LLC0.414%26.386%60,82712,6992023-12-31
Voss Capital LLC0.397%0.000%58,07958,0792022-09-30
EAM Investors, LLC0.337%-62.146%49,532-81,3172023-12-31
BlackRock Inc0.315%35.980%46,33112,2592023-12-31
Man Group PLC0.275%0.000%40,40540,4052023-12-31
Bank of New York Mellon Corp0.267%0.000%39,16902023-12-31
Navellier & Associates Inc0.253%53.641%37,18112,9812023-12-31
Susquehanna International Group, LLP0.216%-25.173%31,771-10,6882023-12-31
Northern Trust Corp0.171%91.441%25,18612,0302023-12-31
Goldman Sachs Group Inc0.163%50.493%23,9428,0332023-12-31
Jump Financial, LLC0.154%0.000%22,61722,6172023-12-31
OCCUDO QUANTITATIVE STRATEGIES LP0.149%0.000%21,95021,9502023-09-30
State Street Corporation0.139%21.444%20,3883,6002023-12-31
Citadel Advisors Llc0.133%0.000%19,48719,4872023-03-31
JANE STREET GROUP, LLC0.130%0.000%19,14419,1442023-12-31
683 Capital Management LLC0.124%0.000%18,23918,2392023-12-31
Cubist Systematic Strategies, LLC0.105%0.000%15,48215,4822023-09-30
Denali Advisors LLC0.097%62.500%14,3005,5002023-12-31
Acadian Asset Management LLC0.095%0.000%13,94213,9422023-09-30
Heron Bay Capital Management0.079%0.000%11,53011,5302023-09-30
Teton Advisors Inc0.075%0.000%11,00011,0002023-09-30
Springbok Capital Management, LLC0.075%0.000%10,97110,9712023-09-30
Kahn Brothers & CO Inc /DE/0.068%0.000%10,00002023-06-30
Byrne Asset Management LLC0.021%0.000%3,1103,1102023-06-30
Tower Research Capital LLC0.013%-27.252%1,898-7112023-06-30
Rhumbline Advisers0.010%0.000%1,4001,4002023-06-30
Advisor Group Holdings, Inc.0.009%0.000%1,25002023-06-30
Wells Fargo & Co0.005%0.000%77802023-06-30
Belpointe Asset Management LLC0.002%-88.889%250-2,0002023-03-31
Morgan Stanley - Brokerage Accounts0.001%-86.567%189-1,2182023-06-30
Goss Wealth Management LLC0.001%0.000%1711712023-06-30
MONEY CONCEPTS CAPITAL CORP0.001%0.000%1691692022-12-31
UBS Group AG0.001%-97.639%142-5,8722023-06-30
Northwestern Mutual Wealth Management Co0.001%0.000%10002023-06-30
PIERSHALE FINANCIAL GROUP Inc0.001%0.000%10002023-03-31
Bank of America Corp0.000%0.000%552022-12-31
BNP Paribas Arbitrage, SA0.000%0.000%202022-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Lifeway Foods Inc (LWAY), owning a total of 173 thousand shares. Combined, the top 46 mutual fund holders of LWAY own 10.88% of the company with a total of 1.6 million shares.

In the latest ownership report on April 30th 2024, the top 46 fund holders increased their combined ownership of LWAY by 348 shares. 1 funds bought 15,397 total additional shares and increased their ownership by an average of 31.24%. However 1 funds sold 15,745 total shares and decreased their ownership by an average of 43.75%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Lifeway Foods decreased by a net total of -348 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SEI Tax-Managed Small/Mid Cap F (SIMT)0.440%31.236%64,68915,3972024-04-30
VT De Lisle America B USD0.138%-43.746%20,247-15,7452024-04-30
Dimensional US Core Equity 2 ETF0.086%0.000%12,65002024-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr1.178%49.638%172,78257,3152023-03-31
Vanguard Total Stock Mkt Idx Inv1.176%0.000%172,78202024-03-31
DFA US Targeted Value I0.999%0.000%146,82602024-03-31
1290 VT GAMCO Small Company Value IB0.647%26.667%95,00020,0002024-03-31
Vanguard Institutional Extnd Mkt Idx Tr0.583%0.000%85,57602024-03-31
Vanguard Extended Market Index Investor0.583%0.000%85,57602023-08-31
LCL Actions France D0.545%0.000%79,94079,9402022-09-30
LCL Actions France FCP D0.546%0.000%79,94079,9402022-09-30
SEI Tax-Managed Small/Mid Cap F (SIMT)0.440%31.236%64,68915,3972024-04-30
Philotimo Focused Growth and Income0.393%51.740%57,70219,6752023-06-30
WM Aktien Global UI-Fonds B0.309%0.000%45,40002024-01-31
Bridgeway Ultra-Small Company Market0.255%0.000%37,40102023-12-31
EAM Ultra Micro Cap0.249%0.000%36,55536,5552024-03-31
DFA US Micro Cap I0.225%0.000%33,11102024-03-31
Bridgeway Ultra-Small Company0.194%-31.496%28,538-13,1212023-12-31
Fidelity® Extended Market Index0.188%4.806%27,6091,2662023-11-30
Fidelity Extended Market Index0.187%0.000%27,40702024-03-31
DFA US Core Equity 2 I0.171%0.000%25,13602024-03-31
VT De Lisle America B USD0.138%-43.746%20,247-15,7452024-04-30
Pleiades Small Cap Equity A0.130%-28.759%19,161-7,7352024-03-31
SEI Small Cap F (SIMT)0.123%0.000%18,01218,0122024-03-31
DFA US Small Cap I0.113%0.000%16,54802024-03-31
Hillsdale US Micro Cap Equity Z US$0.112%43.860%16,4005,0002024-03-31
Bailard Micrcap Value0.095%0.000%13,92913,9292023-12-31
Bailard Small Cap Value0.095%0.000%13,92913,9292023-12-31
DFA US Core Equity 1 I0.093%0.000%13,67802024-03-31
BlackRock Extended Mkt Composite0.092%4,295.100%13,44913,1432023-09-30
Dimensional US Core Equity 2 ETF0.086%0.000%12,65002024-04-30
BlackRock Extended Equity Market K0.080%-0.204%11,733-242023-12-31
TETON Westwood Mighty Mites AAA0.078%4.546%11,5005002023-12-31
Navellier Small-Mid Cap Growth0.076%0.000%11,15502024-03-31
Navellier & Associates Fundamental A0.071%0.000%10,41402023-12-31
Fidelity® Total Market Index0.063%55.415%9,2133,2852023-10-31
Fidelity® NASDAQ Composite Index®0.062%0.000%9,13102023-10-31
iShares Micro-Cap ETF0.062%0.000%9,10902023-11-29
NT Ext Equity Mkt Idx Fd - L0.054%0.000%7,89602023-06-30
Northern Trust Extended Eq Market Idx0.054%0.000%7,89602023-06-30
DFA US Vector Equity I0.044%0.000%6,49302023-09-30
Vanguard Balanced Index Inv0.043%0.000%6,29202023-08-31
NT Ext Equity Mkt Idx Fd - NL0.042%0.000%6,17002022-12-31
RBC Microcap Value I0.038%0.000%5,6005,6002023-09-30
Fidelity® Series Total Market Index0.035%0.000%5,10602023-08-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.034%0.683%5,009342022-12-31
Bridgeway Omni Small-Cap Value N0.032%0.000%5,00002022-09-30
Bridgeway Omni Small-Cap Value0.032%0.000%5,00002022-09-30
DFA US Small Cap Value I0.033%0.000%4,90202023-07-31

Discussions

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micmic

$LWAY money comes and goes but your story stays with you the rest of your life. Apes for life ??

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a

$LWAY flow comin

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dogefan77

$LWAY I like green candles on my birthday cake

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