LimoneiraLMNR

13F holders, Q2 2024 (June 30)
94holders +3
9new positions
8sold out
2famous investors
$20.81avg. 13F price*

At the end of Q2 2024, 94 institutions reported holding Limoneira Co. (LMNR) in their 13F filings, up 3 from Q1 2024. 9 opened new positions and 8 sold out. The largest holders were Global Alpha Capital Management Ltd. ($66.7M), BlackRock Inc. ($23.8M) and Vanguard Group Inc. ($19.6M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Limoneira Co.
CUSIP
532746104
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 91Q1 2024Q2 2024: 94Q2 2024Q3 2024: 106Q3 2024Q4 2024: 104Q4 2024Q1 2025: 101Q1 2025Q2 2025: 113Q2 2025Q3 2025: 106Q3 2025Q4 2025: 106Q4 2025Q1 2026: 118Q1 2026Q2 2026: 111Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions9$1.3M
Exits8$1.9M

All 13F filers, Q1 2024 → Q2 2024: 391,475 shares bought and 342,476 shares sold, net +48,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 94 holders

Global Alpha Capital Management Ltd. 4.86% Add +6.5% 3,203,649 $66.7M
BlackRock Inc. 0.00% Reduce -2.5% 1,143,475 $23.8M
Vanguard Group Inc. 0.00% Add +1.5% 941,492 $19.6M
Old West Investment Management, LLC 6.85% Reduce -2.0% 746,406 $15.5M
First Wilshire Securities Management Inc. 4.43% Reduce -0.5% 695,578 $14.5M
Dimensional Fund Advisors LP 0.00% Reduce -2.5% 524,788 $10.9M
Geode Capital Management, LLC 0.00% Add +2.0% 383,425 $8.0M
State Street Corp. 0.00% Add +3.1% 300,385 $6.3M
GAMCO Investors 0.04% Reduce -9.4% 191,432 $4.0M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -4.5% 152,930 $3.2M
Teton Advisors, Inc. 1.35% Reduce -1.9% 150,800 $3.1M
Northern Trust Corp. 0.00% Reduce -3.1% 149,760 $3.1M
Riverwater Partners LLC 2.10% Reduce -2.8% 136,031 $2.8M
Bank of New York Mellon Corp 0.00% Add +1.5% 129,738 $2.7M
Gabelli Funds LLC 0.02% Add +2.5% 123,300 $2.6M
Federation des caisses Desjardins du Quebec 0.01% Add +7.4% 117,784 $2.5M
White Pine Capital LLC 0.83% Reduce -13.3% 105,232 $2.2M
Morgan Stanley 0.00% Add +15.0% 85,419 $1.8M
AXA S.A. 0.00% Reduce -8.0% 78,026 $1.6M
Rathbones Group PLC 0.01% No change 73,360 $1.5M
Goldman Sachs Group Inc. 0.00% Add +479.7% 63,243 $1.3M
Quinn Opportunity Partners LLC 0.15% Reduce -8.7% 61,621 $1.3M
SFE Investment Counsel 0.28% No change 60,010 $1.2M
Acuitas Investments, LLC 0.66% Add +0.5% 59,565 $1.2M
Nuveen Asset Management, LLC 0.00% No change 58,005 $1.2M
Charles Schwab Investment Management Inc. 0.00% Add +3.0% 47,386 $986K
Mutual Advisors, LLC 0.03% No change 40,000 $874K
Robertson Stephens Wealth Management, LLC 0.05% No change 41,450 $863K
Informed Momentum Co LLC 0.14% No change 41,426 $862K
Cwm, LLC 0.00% Reduce -26.7% 39,193 $816K
Janney Montgomery Scott LLC 0.00% Add +3.4% 36,339 $756K
Invesco Ltd. 0.00% Reduce -17.2% 33,450 $696K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.0% 33,044 $688K
Everett Harris & Co. 0.01% Reduce -9.0% 29,509 $614K
Baker Ellis Asset Management LLC 0.09% Reduce -2.3% 29,200 $608K
Advisors Asset Management, Inc. 0.01% Add +5.8% 28,948 $602K
NJ State Employees Deferred Compensation Plan 0.07% Reduce -26.3% 28,000 $583K
Schonfeld Strategic Advisors LLC 0.00% New 25,076 $522K
First Interstate Bank 0.03% No change 25,000 $520K
Russell Investments Group, Ltd. 0.00% No change 24,211 $504K
Rhumbline Advisers 0.00% Add +7.4% 22,708 $473K
American Century Companies Inc. 0.00% Add +32.9% 22,198 $462K
Whittier Trust Co. 0.01% No change 20,756 $432K
Bulldog Investors, LLP 0.16% No change 20,000 $416K
Envestnet Asset Management Inc. 0.00% New 18,029 $375K
Wells Fargo & Company 0.00% Add +9.5% 17,173 $357K
Jane Street Group, LLC 0.00% New 17,075 $355K
Campbell & CO Investment Adviser LLC 0.03% Add +1.3% 16,818 $350K
Bridgeway Capital Management, LLC 0.01% Reduce -12.7% 13,700 $285K
Bank of America Corp. 0.00% Add +27.4% 12,436 $259K
Ashton Thomas Private Wealth, LLC 0.01% No change 11,876 $247K
Marquette Asset Management, LLC 0.04% No change 10,994 $229K
Susquehanna International Group, LLP 0.00% Reduce -64.0% 10,599 $221K
MetLife Investment Management, LLC 0.00% Add +10.4% 10,265 $214K
UBS Group AG 0.00% Reduce -55.7% 9,900 $206K
Corebridge Financial, Inc. 0.00% — 8,905 $185K
Citadel Advisors 0.00% Add +214.6% 8,520 $177K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 8,135 $169K
JPMorgan Chase & Co. 0.00% Reduce -73.8% 7,105 $148K
New York State Common Retirement Fund 0.00% Add +0.1% 7,048 $147K
Barclays PLC 0.00% Reduce -52.3% 5,872 $122K
Covestor Ltd 0.08% No change 5,764 $120K
Royal Bank of Canada 0.00% Reduce -49.4% 5,457 $113K
McIlrath & Eck, LLC 0.02% No change 4,870 $101K
Penserra Capital Management LLC 0.00% Reduce -7.2% 4,761 $99K
Deutsche Bank AG 0.00% Reduce -64.0% 4,456 $93K
Citigroup Inc. 0.00% Add +13.2% 3,715 $77K
PNC Financial Services Group, Inc. 0.00% No change 3,200 $67K
Leonteq Securities AG 0.01% Add +9.6% 3,070 $64K
Tower Research Capital LLC (TRC) 0.00% Add +1141.1% 3,053 $64K
BNP Paribas Financial Markets 0.00% Reduce -64.0% 3,050 $63K
Van Eck Associates Corp. 0.00% Add +8.4% 2,117 $44K
Bfsg, LLC 0.00% No change 1,722 $36K
Legal & General Group Plc 0.00% No change 1,466 $31K
Ameritas Investment Partners, Inc. 0.00% No change 1,446 $30K
California State Teachers Retirement System 0.00% Reduce -31.9% 1,199 $25K
Spire Wealth Management 0.00% New 1,129 $23K
Nisa Investment Advisors, LLC 0.00% No change 1,010 $21K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,000 $21K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 937 $19K
Quadrant Capital Group LLC 0.00% No change 683 $14K
Amalgamated Bank 0.00% No change 590 $12K
Comerica Bank 0.00% Reduce -43.0% 397 $8K
FMR LLC 0.00% Add +7.7% 322 $7K
Spartan Fund Management Inc. 0.02% New 321 $7K
Avion Wealth 0.00% No change 100 $2K
Householder Group Estate & Retirement Specialist, LLC 0.00% New 100 $2K
Allworth Financial LP 0.00% No change 77 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 54 $1K
Simplex Trading, LLC 0.00% Reduce -91.9% 63 $1K
GAMMA Investing LLC 0.00% Add +40.6% 45 $936
Macquarie Group Ltd. 0.00% New 26 $539
Osaic Holdings, Inc. 0.00% New 14 $291
Rothschild Investment LLC 0.00% New 5 $104

"% of holder's portfolio" is LMNR's weight in each manager's 13F, not the share of Limoneira Co. the manager owns.