Lifeway Foods, Inc.
DE ˙ DB ˙ US5319141090
19,80 € ↑0,10 (0,51%)
2026-06-04
AKTIENPREIS
SecurityDE:LWF / Lifeway Foods, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership29,879 shares
Latest Disclosed Value $ 577,866
Morgan Stanley reports 28.03% decrease in ownership of LWF / Lifeway Foods, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 29,879 shares of Lifeway Foods, Inc. (DE:LWF) valued at $487,028 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 41,518 shares of Lifeway Foods, Inc.. This represents a change in shares of -28.03% during the quarter. The current value of the position is $591,604 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F LIFEWAY FOODS COM 531914109 29,879 -11,639 -28.03 578 -42.59 0.0000
2026-05-27 2025-12-31 13F/A-1 LIFEWAY FOODS COM 531914109 41,518 -12,189 -22.70 1,006 -32.55 0.0001
2026-02-13 2025-12-31 13F LIFEWAY FOODS COM 531914109 41,518 -12,189 1,006 0.0001
2026-05-27 2025-09-30 13F/A-1 LIFEWAY FOODS COM 531914109 53,707 -1,136 -2.07 1,491 10.29 0.0001
2025-11-14 2025-09-30 13F LIFEWAY FOODS COM 531914109 53,707 -1,136 1,491 0.0001
2025-08-15 2025-06-30 13F LIFEWAY FOODS COM 531914109 54,843 40,829 291.34 1,352 295.03 0.0001
2025-05-15 2025-03-31 13F LIFEWAY FOODS COM 531914109 14,014 -19,441 -58.11 343 -58.75 0.0000
2025-05-15 2024-12-31 13F/A-1 LIFEWAY FOODS COM 531914109 33,455 19,536 140.35 830 130.28 0.0001
2025-02-14 2024-12-31 13F LIFEWAY FOODS COM 531914109 33,455 19,536 830 0.0001
2025-05-14 2024-09-30 13F/A-2 LIFEWAY FOODS COM 531914109 13,919 -59,265 -80.98 361 -61.46 0.0000
2025-02-14 2024-09-30 13F/A-1 LIFEWAY FOODS COM 531914109 13,919 -59,265 361 0.0000
2024-11-14 2024-09-30 13F LIFEWAY FOODS COM 531914109 13,919 -59,265 361 0.0000
2025-05-14 2024-06-30 13F/A-2 LIFEWAY FOODS COM 531914109 73,184 -2,981 -3.91 935 -28.76 0.0001
2024-10-17 2024-06-30 13F/A-1 LIFEWAY FOODS COM 531914109 73,184 -2,981 935 0.0001
2024-08-14 2024-06-30 13F LIFEWAY FOODS COM 531914109 73,184 -2,981 935 0.0001
2024-10-17 2024-03-31 13F/A-2 LIFEWAY FOODS COM 531914109 76,165 67,004 731.40 1,312 974.59 0.0001
2024-08-16 2024-03-31 13F/A-1 LIFEWAY FOODS COM 531914109 76,165 67,004 1,312 0.0000
2024-05-15 2024-03-31 13F LIFEWAY FOODS COM 531914109 76,165 67,004 1,312 0.0001
2024-08-16 2023-12-31 13F/A-1 LIFEWAY FOODS COM 531914109 9,161 8,267 924.72 123 1,255.56 0.0000
2024-02-13 2023-12-31 13F LIFEWAY FOODS COM 531914109 9,161 8,267 123 0.0000
2023-11-15 2023-09-30 13F LIFEWAY FOODS COM 531914109 894 705 373.02 9 800.00 0.0000
2023-08-14 2023-06-30 13F LIFEWAY FOODS COM 531914109 189 -1,218 -86.57 1 -87.50 0.0000
2023-05-15 2023-03-31 13F LIFEWAY FOODS COM 531914109 1,407 0 0.00 8 14.29 0.0000
2023-02-14 2022-12-31 13F LIFEWAY FOODS COM 531914109 1,407 -13 -0.92 8 -12.50 0.0000
2022-11-14 2022-09-30 13F LIFEWAY FOODS COM 531914109 1,420 -386 -21.37 8 -11.11 0.0000
2022-10-27 2022-06-30 13F/A-1 LIFEWAY FOODS COM 531914109 1,806 367 25.50 9 -10.00 0.0000
2022-08-15 2022-06-30 13F LIFEWAY FOODS COM 531914109 1,806 367 9 0.0000
2022-10-27 2022-03-31 13F/A-1 LIFEWAY FOODS COM 531914109 1,439 -1 -0.07 10 42.86 0.0000
2022-05-13 2022-03-31 13F LIFEWAY FOODS COM 531914109 1,439 -1 10 0.0000
2022-02-14 2021-12-31 13F LIFEWAY FOODS COM 531914109 1,440 9 0.63 7 -12.50 0.0000
2021-11-15 2021-09-30 13F LIFEWAY FOODS COM 531914109 1,431 180 14.39 8 33.33 0.0000
2021-08-23 2021-06-30 13F/A-1 LIFEWAY FOODS COM 531914109 1,251 0 0.00 6 -14.29 0.0000
2021-08-16 2021-06-30 13F LIFEWAY FOODS COM 531914109 1,251 0 6 0.0000
2021-05-17 2021-03-31 13F LIFEWAY FOODS COM 531914109 1,251 -240 -16.10 7 -12.50 0.0000
2021-02-16 2020-12-31 13F LIFEWAY FOODS COM 531914109 1,491 0 0.00 8 14.29 0.0000
2020-11-13 2020-09-30 13F LIFEWAY FOODS COM 531914109 1,491 500 50.45 7 250.00 0.0000
2020-08-14 2020-06-30 13F LIFEWAY FOODS COM 531914109 991 0 0.00 2 0.00 0.0000
2020-05-26 2020-03-31 13F/A-1 LIFEWAY FOODS COM 531914109 991 -460 -31.70 2 -33.33 0.0000
2020-05-15 2020-03-31 13F LIFEWAY FOODS COM 531914109 991 -460 2 0.1536
2020-02-14 2019-12-31 13F LIFEWAY FOODS COM 531914109 1,451 -4 -0.27 3 0.00 0.0000
2019-11-14 2019-09-30 13F LIFEWAY FOODS COM 531914109 1,455 4 0.28 3 -40.00 0.0000
2019-08-14 2019-06-30 13F LIFEWAY FOODS COM 531914109 1,451 -1,005 -40.92 5 -16.67 0.0000
2019-05-15 2019-03-31 13F LIFEWAY FOODS COM 531914109 2,456 718 41.31 6 100.00 0.0000
2019-02-14 2018-12-31 13F LIFEWAY FOODS COM 531914109 1,738 -1,139 -39.59 3 -62.50 0.0000
2019-04-23 2018-09-30 13F/A-2 LIFEWAY FOODS COM 531914109 2,877 -16,898 -85.45 8 -91.92 0.0000
2018-11-20 2018-09-30 13F/A-1 LIFEWAY FOODS COM 531914109 2,877 0 8 0.0000
2018-11-14 2018-09-30 13F LIFEWAY FOODS COM 531914109 2,877 -16,898 8
2019-04-23 2018-06-30 13F/A-1 LIFEWAY FOODS COM 531914109 19,775 4,002 25.37 99 5.32 0.0000
2018-08-14 2018-06-30 13F LIFEWAY FOODS COM 531914109 19,775 4,002 99
2019-04-23 2018-03-31 13F/A-1 LIFEWAY FOODS COM 531914109 15,773 5,902 59.79 94 18.99 0.0000
2018-05-14 2018-03-31 13F LIFEWAY FOODS COM 531914109 15,773 5,902 94
2019-04-23 2017-12-31 13F/A-1 LIFEWAY FOODS COM 531914109 9,871 3,709 60.19 79 43.64 0.0000
2018-02-14 2017-12-31 13F LIFEWAY FOODS COM 531914109 9,871 3,709 79
2017-11-14 2017-09-30 13F LIFEWAY FOODS COM 531914109 6,162 1,376 28.75 55 25.00 0.0000
2017-08-11 2017-06-30 13F LIFEWAY FOODS COM 531914109 4,786 -1,454 -23.30 44 -34.33 0.0000
2017-05-22 2017-03-31 13F/A-1 LIFEWAY FOODS COM 531914109 6,240 -7,493 -54.56 67 -57.59 0.0000
2017-05-12 2017-03-31 13F LIFEWAY FOODS COM 531914109 6,240 67
2017-02-22 2016-12-31 13F/A-1 LIFEWAY FOODS COM 531914109 13,733 12,777 1,336.51 158 829.41 0.0001
2017-02-13 2016-12-31 13F LIFEWAY FOODS COM 531914109 13,733 158
2016-11-10 2016-09-30 13F LIFEWAY FOODS COM 531914109 956 -841 -46.80 17 -5.56 0.0000
2016-08-12 2016-06-30 13F LIFEWAY FOODS COM 531914109 1,797 -10,482 -85.37 18 -86.47 0.0000
2016-05-12 2016-03-31 13F LIFEWAY FOODS COM 531914109 12,279 -3,971 -24.44 133 -26.11 0.0001
2016-02-09 2015-12-31 13F LIFEWAY FOODS COM 531914109 16,250 -42,811 -72.49 180 -70.92 0.0001
2016-02-08 2015-09-30 13F/A-1 LIFEWAY FOODS COM 531914109 59,061 36,308 159.57 619 41.65 0.0002
2015-11-09 2015-09-30 13F LIFEWAY FOODS COM 531914109 59,061 619
2015-08-12 2015-06-30 13F LIFEWAY FOODS COM 531914109 22,753 15,741 224.49 437 191.33 0.0002
2015-05-14 2015-03-31 13F LIFEWAY FOODS COM 531914109 7,012 6,858 4,453.25 150 4,900.00 0.0001
2015-02-13 2014-12-31 13F LIFEWAY FOODS COM 531914109 154 -202 -56.74 3 -40.00 0.0000
2014-12-16 2014-09-30 13F/A-1 LIFEWAY FOODS COM 531914109 356 -1,397 -79.69 5 -80.77 0.0000
2014-11-14 2014-09-30 13F LIFEWAY FOODS COM 531914109 356 5
2014-05-13 2014-03-31 13F LIFEWAY FOODS COM 531914109 1,753 -16,988 -90.65 26 -91.30 0.0000
2014-02-13 2013-12-31 13F LIFEWAY FOODS COM 531914109 18,741 4,520 31.78 299 55.73 0.0001
2013-11-13 2013-09-30 13F LIFEWAY FOODS INC COM ST COM 531914109 14,221 -7,758 -35.30 192 -49.74 0.0001
2013-08-08 2013-06-30 13F LIFEWAY FOODS INC COM ST COM 531914109 21,979 21,979 382 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.