Lifeway Foods, Inc.
LWAYAs of the close on Sep 25, 2026
Price
$21.74
Market cap
$328M
P/E (diluted TTM)
—
The fourth quarter's per-share figure could not be confirmed from the annual report
EPS (TTM)
—
The fourth quarter's per-share figure could not be confirmed from the annual report
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Lifeway Foods, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 16 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 26, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| MAI Capital Management | 2026-03-31 | 1 | $20 | SEC filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-03-31 | 130 | $2.51K | SEC filing |
| MILLENNIUM MANAGEMENT LLC | 2026-03-31 | 14,228 | $275K | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 466 | $9.01K | SEC filing |
| Clearstead Advisors, LLC | 2026-03-31 | 14 | $271 | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 406 | $8K | SEC filing |
| HUNTINGTON NATIONAL BANK | 2026-03-31 | 1 | $19 | SEC filing |
| GAMCO INVESTORS, INC. ET AL | 2026-03-31 | 214,650 | $4.15M | SEC filing |
| Abound Wealth Management | 2026-03-31 | 602 | $11.6K | SEC filing |
| Covestor Ltd | 2026-03-31 | 36 | Not shown | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 136,148 | $2.63M | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 54,741 | $1.06M | SEC filing |
| STATE STREET CORP | 2026-03-31 | 92,296 | $1.79M | SEC filing |
| TUDOR INVESTMENT CORP ET AL | 2026-03-31 | 266,398 | $5.15M | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 277,750 | $5.37M | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 1,000 | $19.3K | SEC filing |
| STRS OHIO | 2026-03-31 | 2,200 | $42.5K | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 33 | $638 | SEC filing |
| Byrne Asset Management LLC | 2026-03-31 | 12,850 | $249K | SEC filing |
| RENAISSANCE TECHNOLOGIES LLC | 2026-03-31 | 368,671 | $7.13M | SEC filing |
- Each value is checked against Lifeway Foods, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 15,406 shares reported 2025-12-31; 13,615 shares reported 2026-03-31.
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 2,366 shares reported 2025-12-31; 2,434 shares reported 2026-03-31.
- AMERICAN CENTURY COMPANIES INC: 14,881 shares reported 2025-12-31; 12,338 shares reported 2026-03-31.
- SHP Wealth Management: 1,000 shares reported 2025-12-31; 1,000 shares reported 2026-03-31.
- Central Pacific Bank - Trust Division: 2,000 shares reported 2025-12-31; 2,000 shares reported 2026-03-31.
- Russell Investments Group, Ltd.: 435 shares reported 2025-12-31; 713 shares reported 2026-03-31.
- Bank of New York Mellon Corp: 64,633 shares reported 2025-12-31; 55,334 shares reported 2026-03-31.
- Tower Research Capital LLC (TRC): 382 shares reported 2025-12-31; 1,373 shares reported 2026-03-31.
- State of Wyoming: 8,268 shares reported 2025-12-31; 9,015 shares reported 2026-03-31.
- Ameritas Investment Partners, Inc.: 441 shares reported 2025-12-31; 441 shares reported 2026-03-31.
- RHUMBLINE ADVISERS: 6,001 shares reported 2025-12-31; 6,030 shares reported 2026-03-31.
- MARSHALL WACE, LLP: 123,158 shares reported 2025-12-31; 132,257 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
55 filers have only one report here.
Independent insiders buying near the same time
- 2026-05-14–2026-05-15: 8 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-25 | SMOLYANSKY LUDMILA · Other | Common Stock, no par value | S — Open market or private sale | −45,616 | 29.65 | SEC filing |
| 2026-06-24 | SMOLYANSKY LUDMILA · Other | Common Stock, no par value | S — Open market or private sale | −40,000 | 30.12 | SEC filing |
| 2026-06-24 | SMOLYANSKY EDWARD · 10% owner | Common Stock, no par value | S — Open market or private sale | −36,659 | 29.82 | SEC filing |
| 2026-06-24 | SMOLYANSKY EDWARD · 10% owner | Common Stock, no par value | S — Open market or private sale | −1,793 | 30.52 | SEC filing |
| 2026-06-22 | SMOLYANSKY EDWARD · 10% owner | Common Stock, no par value | S — Open market or private sale | −50,000 | 26.20 | SEC filing |
| 2026-06-10 | SMOLYANSKY LUDMILA · Other | Common Stock, no par value | S — Open market or private sale | −20,000 | 24.02 | SEC filing |
| 2026-05-15 | Divisadero Street Partners, L.P. · 10% owner | Common Stock, No Par Value | P — Open market or private purchase | +33,174 | 25.27 | SEC filing |
| 2026-05-15 | Zolezzi William · 10% owner | Common Stock, No Par Value | P — Open market or private purchase | +33,174 | 25.27 | SEC filing |
Showing 8 of 18 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-17 | SMOLYANSKY JULIE · CEO, President and Secretary | Common Stock, no par value | M — Exercise or conversion of derivative security | +340 | SEC filing |
| 2026-06-17 | SMOLYANSKY JULIE · CEO, President and Secretary | Common Stock, no par value | M — Exercise or conversion of derivative security | +3,397 | SEC filing |
| 2026-06-17 | SMOLYANSKY JULIE · CEO, President and Secretary | Restricted Stock Units | M — Exercise or conversion of derivative security | −486 | SEC filing |
| 2026-06-17 | SMOLYANSKY JULIE · CEO, President and Secretary | Common Stock, no par value | M — Exercise or conversion of derivative security | +486 | SEC filing |
| 2026-06-17 | SMOLYANSKY JULIE · CEO, President and Secretary | Restricted Stock Units | M — Exercise or conversion of derivative security | −340 | SEC filing |
| 2026-06-17 | SMOLYANSKY JULIE · CEO, President and Secretary | Restricted Stock Units | M — Exercise or conversion of derivative security | −6,070 | SEC filing |
| 2026-06-17 | SMOLYANSKY JULIE · CEO, President and Secretary | Restricted Stock Units | M — Exercise or conversion of derivative security | −3,397 | SEC filing |
| 2026-06-17 | SMOLYANSKY JULIE · CEO, President and Secretary | Common Stock, no par value | M — Exercise or conversion of derivative security | +6,070 | SEC filing |
Showing 8 of 33 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-03-06 | SMOLYANSKY JULIE · CEO, President and Secretary | Common Stock, no par value | D — Disposition to the issuer | −13,334 | SEC filing |
| 2024-12-19 | SMOLYANSKY JULIE · CEO, President and Secretary | Common Stock, no par value | J — Other acquisition or disposition | +0 | SEC filing |
| 2024-08-31 | SCHER JASON SCOTT · Director | Restricted Stock Units | D — Disposition to the issuer | −1,551 | SEC filing |
| 2024-08-31 | SCHER JASON SCOTT · Director | Restricted Stock Units | D — Disposition to the issuer | −1,600 | SEC filing |
| 2024-08-12 | SCHER JASON SCOTT · Director | Restricted Stock Units | D — Disposition to the issuer | −1,785 | SEC filing |
Showing 5 of 5 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.