Lifeway Foods, Inc. - Common Stock, No Par Value (the "Shares") (LWAY)

CUSIP: 531914109

Q4 2024 13F Holders as of 31 Dec 2024

Holder snapshot 6 signals
Share change
-40,130
SEC-reported price per share
$24.80
Number of holders
85
Value change
-$1,493,686
Number of buys
39
Number of sells
47
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
15,254,759

Security key

531914109

Report period

Q4 2024

Institutions

85

Top holders

10

Ownership snapshot

Top reported holders of LWAY - Lifeway Foods, Inc. - Common Stock, No Par Value (the "Shares") (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Julie Smolyansky
Disclosed value leader
Julie Smolyansky
Comparable rows
15/15
Latest evidence
19 Dec 2024
13D/G 13F Lead comparable stake: 18% 13D/G row: Julie Smolyansky Showing 1-6 of 15 holder rows.

Quick read

Julie Smolyansky leads the comparable SEC ownership view at 18%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Julie Smolyansky's linked filing trail.
Comparable ownership Top 5
Julie Smolyansky 18%
RENAISSANCE TECHNOLOGIES LLC 2.8%
DIMENSIONAL FUND ADVISORS LP 2%
VANGUARD GROUP INC 1.9%
BlackRock, Inc. 1.6%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Julie Smolyansky
13D/G
18%
$62,766,144
2,642,785 shares
$0 19 Dec 2024
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
2.8%
$11,150,317
430,182 shares
30 Sep 2024
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
2%
$7,842,548
302,566 shares
30 Sep 2024
VANGUARD GROUP INC
13F
Company
13F
1.9%
$7,700,987
297,106 shares
30 Sep 2024
BlackRock, Inc.
13F
Company
13F
1.6%
$6,502,861
250,882 shares
30 Sep 2024
MARSHALL WACE, LLP
13F
Company
13F
1.1%
$4,352,616
167,925 shares
30 Sep 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
85
Shares
3,358,006
Rows available
85
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2024 vs Q1 2026 Across Filers

Q1 2026 holders
80
Q4 2024 holders
85
Holder diff
5
Investor Q1 2026 Shares Q4 2024 Shares Share Diff Share Chg % Q1 2026 value Q4 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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