$LWAY

$23.22 +$0.42 (1.84%) Close

$LWAY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 15.1M shares outstanding

Who owns LWAY?

By type of holder

Institutions 54.6% Insiders 0.1% Everyone else 45.3%

Concentration Top 10 holders own 75.2%

Edward Smolyansky 19.6% · Julie Smolyansky 17.5%

Institutional ownership

54.6%

+21.7 pts vs last qtr

Institutional holders

+16 vs last qtr

Net shares bought

+3.3M

by institutions in Q2 2026

New / sold out

30 / 14

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Citadel Advisors LLC +858.2K
Divisadero Street Capital Management, LP +692.8K

Biggest sellers in Q2 2026

Cresset Asset Management, LLC SOLD OUT −508.2K
Slotnik Capital, LLC SOLD OUT −157.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$26.1M

24 notices from 2 people

Shares covered

950.5K

6.29% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Smolyansky Edward 10% stockholder $17.1M
Smolyansky Ludmila Affiliate $8.98M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−3.8%

−0.43% a year

Each share's claim on the business

+4.0%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$10.1M vs $11.1M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years24% 3–5 years0% 1–3 years23% Under 1 year53%

Quarterly turnover

51.0%

of institutional shares changed hands

Top 10 managers, median time held

2.5 years

Super Investors

Investment managers reporting LWAY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
DS Divisadero Street Capital Management, LP	2.1M	13.91%	+692.8K (+49.2%)	Q3 '25	1.4%
Shares held by quarter Peak holding2.1M (Q2'26) Change over 8 quarters+2.1M Share of the company13.910% Divisadero Street Capital Management, LP's full portfolio →
CA Citadel Advisors LLC	930.1K	6.16%	+858.2K (+1194.0%)	2025	0.0%
Shares held by quarter Peak holding930.1K (Q2'26) Change over 8 quarters+890.4K Share of the company6.160% Citadel Advisors LLC's full portfolio →

Divisadero Street Capital Management, LP

2.1M

% of company

13.91%

Change vs last qtr

+692.8K (+49.2%)

Held since

Q3 '25

Citadel Advisors LLC

930.1K

% of company

6.16%

Change vs last qtr

+858.2K (+1194.0%)

Held since

2025

28 more super investors behind a free account

See every manager holding Lifeway Foods Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LWAY on Form N-PORT; together they hold 10.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$8.53M	285.8K	1.89%	0.00%	June 30, 2026
1V 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust	$5.13M	172.0K	1.14%	0.11%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$8.53M

% of company

1.89%

% of the fund

0.00%

As of

June 30, 2026

1290 VT GAMCO Small Company Value Portfolio

EQ Advisors Trust

Position value

$5.13M

% of company

1.14%

% of the fund

0.11%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Lifeway Foods Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
ES Edward Smolyansky 5%+ holder 13D · 19.7%	3.0M	19.60%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company19.600% Disclosed stake13D · 19.7% View the 13D/G filing →
JS Julie Smolyansky 5%+ holder 13D · 17.5%	2.6M	17.49%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company17.490% Disclosed stake13D · 17.5% View the 13D/G filing →

Edward Smolyansky

5%+ holder13D · 19.7%

3.0M

% of company

19.60%

Change vs last qtr

—

Held since

—

Julie Smolyansky

5%+ holder13D · 17.5%

2.6M

% of company

17.49%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

See every insider and 5%+ holder of Lifeway Foods Inc.

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