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Ownership

Who owns Lifeway Foods, Inc., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

Citadel Advisors LLC, Citadel Advisors Holdings LP, Citadel GP LLC May 27, 2026

Citadel Advisors LLC: 5.4% · 825,000 shares — Citadel Advisors Holdings LP: 5.4% · 825,000 shares — Citadel GP LLC: 5.4% · 825,000 shares

Ludmila Smolyansky, Edward Smolyansky, The Edward Smolyansky Trust 2/2/16 May 20, 2026

Ludmila Smolyansky: 5.2% · 787,823 shares — Edward Smolyansky: 19.7% · 2,960,975 shares — The Edward Smolyansky Trust 2/2/16: 8.2% · 1,233,333 shares

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Super investors holding LWAY

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Lifeway Foods, Inc. they hold. Together these 127 managers report 63.27% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
Divisadero Street Capital Management, LP $62.7M 2,101,540 1.42% 13.91% June 30, 2026
CITADEL ADVISORS LLC $27.8M 930,109 0.00% 6.16% June 30, 2026

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Funds holding LWAY

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 120 funds hold 9.24% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
VANGUARD TOTAL STOCK MARKET INDEX FUND $8.53M 0.00% 1.89% June 30, 2026
1290 VT GAMCO Small Company Value Portfolio $3.33M 0.09% 1.14% March 31, 2026

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