LIFECORE BIOMEDICAL INC LFCR
COM · Common Stock · CUSIP 514766104 · ISIN US5147661046
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersChaska, MN
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.9k this quarter). Holder counts are more reliable. Shares outstanding: 37.5m as of 2025-10-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $9.11. Options: 4 managers hold calls ($878.5k notional), 3 hold puts ($229.0k).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 86 |
| Q4 2022 | 94 |
| Q1 2023 | 83 |
| Q2 2023 | 76 |
| Q3 2023 | 70 |
| Q4 2023 | 79 |
| Q1 2024 | 80 |
| Q2 2024 | 76 |
| Q3 2024 | 83 |
| Q4 2024 | 77 |
| Q1 2025 | 88 |
| Q2 2025 | 88 |
| Q3 2025 | 100 |
| Q4 2025 | 104 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 39 | 34 |
| Q2 2024 | 41 | 43 |
| Q3 2024 | 50 | 23 |
| Q4 2024 | 38 | 39 |
| Q1 2025 | 43 | 22 |
| Q2 2025 | 49 | 35 |
| Q3 2025 | 48 | 36 |
| Q4 2025 | 49 | 41 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $24.5k | $26.6k | 1.09 |
| Q2 2025 | $76.3k | $117.7k | 1.54 |
| Q3 2025 | $5.2k | $260.6k | 50.05 |
| Q4 2025 | $878.5k | $229.0k | 0.26 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +116.5k |
| Diametric Capital, LP | Added | +91.8k |
| GSA CAPITAL PARTNERS LLP | New | +82.8k |
| BlackRock, Inc. | Added | +66.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +61.4k |
| Quinn Opportunity Partners LLC | Added | +58.2k |
| JANE STREET GROUP, LLC | Added | +53.2k |
| VANGUARD GROUP INC | Added | +50.9k |
| STATE STREET CORP | Added | +46.1k |
| MORGAN STANLEY | Added | +41.8k |
Biggest sellers
| ROYAL BANK OF CANADA | Reduced | -121.7k |
| CITADEL ADVISORS LLC | Reduced | -48.6k |
| Squarepoint Ops LLC | Reduced | -40.4k |
| UBS Group AG | Reduced | -38.1k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Sold out | -37.8k |
| LPL Financial LLC | Reduced | -35.4k |
| BOOTHBAY FUND MANAGEMENT, LLC | Sold out | -30.0k |
| HRT FINANCIAL LP | Sold out | -29.0k |
| Bank of New York Mellon Corp | Reduced | -26.0k |
| CORSAIR CAPITAL MANAGEMENT, L.P. | Sold out | -20.0k |
Biggest calls
| CITADEL ADVISORS LLC | New | $566.1k69.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $135.0k16.5k shares |
| GROUP ONE TRADING LLC | Added | $94.1k11.5k shares |
| JANE STREET GROUP, LLC | New | $83.4k10.2k shares |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $122.7k15.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $90.0k11.0k shares |
| GROUP ONE TRADING LLC | Reduced | $16.4k2.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Legion Partners Asset Management, LLC
13D · may seek influence
+0.2 pts · filed 2026-09-28
Stated purposeItem 4 is hereby amended to add the following: On September 27, 2026, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with Lifecore Inc., a Delaware corporation ("Parent"), and Hazel Merger Sub, Inc., a Delaware corporation and a direct wholly owned Subsidiary of Parent ("Merger Sub"). The Merger Agreement provides that, among other things, on the terms and subject to the conditions of the Merger Agreement, Merger Sub will merge with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. Under the terms of the Merger Agreement, each Share issued and outstanding immediately prior to the date and time that the Merger becomes effective (the "Effective Time"), excluding any Excluded Shares (as defined … Full filing |
17.3% |
WYNNEFIELD PARTNERS SMALL CAP VALUE LP I
13D · may seek influence
filed 2026-09-29
Stated purposeItem 4 is hereby amended to add the following: On September 27, 2026, the Wynnefield Reporting Persons entered into a Voting and Support Agreement (the "Support Agreement") with Lifecore, Inc., a Delaware corporation ("Parent"), and the Issuer in connection with the Agreement and Plan of Merger, dated as of September 27, 2026, among Parent, Hazel Merger Sub, Inc., a Delaware corporation and direct wholly owned subsidiary of Parent ("Merger Sub"), and the Issuer (the "Merger Agreement"). The Merger Agreement provides, among other things and subject to its terms and conditions, for the merger of Merger Sub with and into the Issuer, with the Issuer surviving the merger. Pursuant to the Support Agreement, and subject to its terms and conditions, the Wynnefield Reporting Persons agreed to vot… Full filing |
14.3% |
| Greenhaven Road Investment Management, L.P. 13G · passive investor +2.0 pts · filed 2025-02-14 | 9.8% |
22NW Fund, LP
13D · may seek influence
-0.8 pts · filed 2026-07-02
Stated purposeItem 4 is hereby amended to add the following: The Reporting Persons are holders of shares of Series A Convertible Preferred Stock, par value $0.001 per share (the "Series A Preferred Stock"), of the Issuer, with rights as provided in the Certificate of Designations, Preferences, and Rights of Series A Convertible Preferred Stock of the Issuer (the "Certificate of Designations"). Section 8 of the of the Certificate of Designations, provides that from and after June 29, 2026, each holder of Series A Preferred Stock shall have the right to require that the Issuer redeem all or any portion of the conversion amount of such Holder's Series A Preferred Stock then outstanding, with such redemption to occur on the date which is the one hundred eightieth (180th) day, or the next business day if s… Full filing |
6.7% |
| BlackRock, Inc. 13G · institution +0.4 pts · filed 2026-07-29 | 5.4% |
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 1 | $6.0m | 0 | — | — |
| Q1 2025 | 1 | $97.6k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| WYNNEFIELD CAPITAL INC 21.63% of their portfolio | 4.7m $38.5m | Unchanged |
| Legion Partners Asset Management, LLC 21.25% of their portfolio | 4.5m $36.5m | Unchanged |
| Greenhaven Road Investment Management, L.P. 13.05% of their portfolio | 3.7m $30.1m | Reduced -12.3k |
| 325 CAPITAL LLC 6.20% of their portfolio | 2.2m $17.7m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 1.9m $15.6m | Added +66.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.7m $13.7m | Added +50.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 779.6k $6.4m | Added +6.0k |
| MORGAN STANLEY 0.00% of their portfolio | 751.5k $6.1m | Added +41.8k |
| GRIZZLYROCK CAPITAL, LLC 4.55% of their portfolio | 743.2k $6.1m | Added +4.4k |
| STATE STREET CORP 0.00% of their portfolio | 585.4k $4.8m | Added +46.1k |
| DCF Advisers, LLC 1.19% of their portfolio | 442.0k $3.6m | Reduced -10.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 251.7k $2.1m | Added +116.5k |
| Quinn Opportunity Partners LLC 0.09% of their portfolio | 242.7k $2.0m | Added +58.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 225.0k $1.8m | Reduced -13.7k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.02% of their portfolio | 151.7k $1.2m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 119.4k $977.1k | Added +53.2k |
| Diametric Capital, LP 0.26% of their portfolio | 117.6k $961.9k | Added +91.8k |
| LPL Financial LLC 0.00% of their portfolio | 112.8k $922.6k | Reduced -35.4k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 110.6k $904.9k | Reduced -3.5k |
| Squarepoint Ops LLC 0.00% of their portfolio | 110.5k $903.9k | Reduced -40.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 99.9k $817.0k | Added +61.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 93.7k $766.1k | Added +38.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 87.7k $717.5k | Added +26 |
| GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio | 83.8k $685.5k | Reduced -700 |
| GSA CAPITAL PARTNERS LLP 0.06% of their portfolio | 82.8k $677.0k | New |
| DBA TRADING, LLC 0.61% of their portfolio | 75.0k $613.5k | First filing |
| Pale Fire Capital SE 0.07% of their portfolio | 71.0k $581.1k | Added +6.4k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 61.8k $505.5k | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 58.9k $481.7k | Reduced -26.0k |
| UBS Group AG 0.00% of their portfolio | 54.8k $447.9k | Reduced -38.1k |
| BARCLAYS PLC 0.00% of their portfolio | 46.7k $382.0k | Added +6.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 37.8k $309.4k | Added +21.9k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 37.4k $306.2k | New |
| Nuveen, LLC 0.00% of their portfolio | 35.9k $293.3k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 34.2k $279.9k | Added +326 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 33.7k $275.6k | Reduced -3.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 30.8k $251.6k | Added +12.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 27.8k $227.4k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 26.3k $215.4k | Added +9.1k |
| WITTENBERG INVESTMENT MANAGEMENT, INC. 0.07% of their portfolio | 21.7k $177.7k | Added +4.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 20.9k $171.3k | Reduced -5.8k |
| PharVision Advisers, LLC 0.08% of their portfolio | 19.0k $155.8k | Reduced -1.5k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 18.8k $154.0k | New |
| DIVERSIFIED TRUST CO 0.00% of their portfolio | 18.1k $148.4k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 18.1k $148.2k | Reduced -48.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 16.6k $137.0k | Added +2.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 16.2k $132.3k | Added +3.6k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 15.7k $128.1k | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 15.3k $124.9k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 15.2k $124.5k | Reduced -9.4k |
| Jump Financial, LLC 0.00% of their portfolio | 15.1k $123.2k | New |
| Invesco Ltd. 0.00% of their portfolio | 14.8k $121.4k | Added +1.2k |
| Graham Capital Management, L.P. 0.00% of their portfolio | 13.6k $111.1k | New |
| GABELLI FUNDS LLC 0.00% of their portfolio | 13.5k $110.4k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 13.2k $107.9k | Added +654 |
| GWN SECURITIES INC. 0.02% of their portfolio | 12.4k $101.2k | Reduced -254 |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 11.7k $95.9k | Reduced -1.7k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 10.7k $87.2k | Reduced -5.8k |
| Covestor Ltd 0.04% of their portfolio | 8.3k $68.0k | Added +944 |
| Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio | 7.4k $60.2k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 6.8k $55.8k | Added +1.0k |
| China Universal Asset Management Co., Ltd. 0.00% of their portfolio | 6.1k $49.9k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 5.7k $46.7k | Unchanged |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 3.4k $28.1k | Unchanged |
| FMR LLC 0.00% of their portfolio | 3.2k $26.4k | Added +422 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 3.0k $24.2k | Reduced -105 |
| Legal & General Group Plc 0.00% of their portfolio | 2.7k $21.9k | Reduced -130 |
| Torren Management, LLC 0.01% of their portfolio | 2.3k $18.9k | First filing |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.1k $17.1k | Unchanged |
| QUADRANT CAPITAL GROUP LLC 0.00% of their portfolio | 1.9k $15.5k | Reduced -37 |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 1.8k $14.9k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 1.7k $14.1k | Added +127 |
| CITIGROUP INC 0.00% of their portfolio | 1.7k $13.8k | Added +703 |
| Arbor Wealth Management LLC\AZ 0.01% of their portfolio | 1.7k $13.7k | First filing |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.5k $12.3k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.4k $11.7k | Reduced -1.6k |
| Quarry LP 0.00% of their portfolio | 1.4k $11.5k | Reduced -2.4k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 1.3k $10.9k | Reduced -2.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.3k $10.0k | Reduced -121.7k |
| 22NW, LP 9.69% of their portfolio | 1.3k $23.0m | Unchanged |
| Key Financial Inc 0.00% of their portfolio | 1.1k $9.2k | Unchanged |
| Kemnay Advisory Services Inc. 0.00% of their portfolio | 975 $8.0k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 877 $7.0k | Added +140 |
| CWM, LLC 0.00% of their portfolio | 854 $7.0k | Reduced -64 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 825 $6.7k | Unchanged |
| GF FUND MANAGEMENT CO. LTD. 0.00% of their portfolio | 736 $6.0k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 661 $5.4k | Added +400 |
| Sterling Capital Management LLC 0.00% of their portfolio | 660 $5.4k | Added +81 |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 620 $5.0k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 593 $4.9k | Added +81 |
| Allworth Financial LP 0.00% of their portfolio | 500 $4.1k | Unchanged |
| Ulland Investment Advisors, LLC 0.00% of their portfolio | 500 $4.0k | Unchanged |
| Optiver Holding B.V. 0.00% of their portfolio | 464 $3.8k | Unchanged |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 174 $1.4k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 131 $1.1k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 115 $941 | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 33 $270 | Reduced -28 |
| Leonteq Securities AG 0.00% of their portfolio | 26 $213 | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 23 $188 | New |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 20 $164 | Reduced -4 |