LimoneiraLMNR

13F holders, Q4 2024 (December 31)
104holders −2
6new positions
11sold out
1famous investor
$24.46avg. 13F price*

At the end of Q4 2024, 104 institutions reported holding Limoneira Co. (LMNR) in their 13F filings, down 2 from Q3 2024. 6 opened new positions and 11 sold out. The largest holders were Global Alpha Capital Management Ltd. ($79.8M), BlackRock, Inc. ($28.8M) and Vanguard Group Inc. ($23.1M). One famous investor held it Mario Gabelli (0.0% of GAMCO Investors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$1.4M
Exits11$3.2M

All 13F filers, Q3 2024 → Q4 2024: 399,330 shares bought and 546,441 shares sold, net −147,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 104 holders

Global Alpha Capital Management Ltd. 5.79% Reduce -1.1% 3,264,181 $79.8M
BlackRock, Inc. 0.00% Add +0.6% 1,178,874 $28.8M
Vanguard Group Inc. 0.00% Reduce -1.6% 946,002 $23.1M
First Wilshire Securities Management Inc. 3.50% Reduce -23.9% 527,230 $12.9M
Dimensional Fund Advisors LP 0.00% Add +2.2% 521,638 $12.8M
Old West Investment Management, LLC 4.30% Reduce -7.8% 433,687 $10.6M
Geode Capital Management, LLC 0.00% Reduce -0.5% 373,115 $9.1M
State Street Corp. 0.00% Add +1.5% 315,920 $7.8M
Riverwater Partners LLC 3.05% Add +27.8% 256,159 $6.3M
GAMCO Investors 0.05% Reduce -0.2% 191,000 $4.7M
Northern Trust Corp. 0.00% Add +6.5% 155,495 $3.8M
Scoggin Management LP 1.77% Add +97.6% 137,500 $3.4M
Teton Advisors, Inc. 1.74% Reduce -6.4% 135,000 $3.3M
Gabelli Funds LLC 0.02% No change 122,800 $3.0M
Bank of New York Mellon Corp 0.00% Add +3.4% 120,532 $2.9M
White Pine Capital LLC 0.94% Reduce -0.5% 114,172 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Reduce -7.4% 109,184 $2.7M
Robertson Stephens Wealth Management, LLC 0.09% Add +144.8% 101,460 $2.5M
AXA S.A. 0.01% Reduce -1.1% 76,078 $1.9M
Morgan Stanley 0.00% Reduce -30.4% 73,372 $1.8M
Rathbones Group PLC 0.01% No change 73,360 $1.8M
Goldman Sachs Group Inc. 0.00% Add +39.8% 67,055 $1.6M
Quinn Opportunity Partners LLC 0.12% Add +7.2% 66,028 $1.6M
SFE Investment Counsel 0.31% No change 60,010 $1.5M
Nuveen Asset Management, LLC 0.00% No change 58,005 $1.4M
Charles Schwab Investment Management Inc. 0.00% No change 47,386 $1.2M
Advisors Asset Management, Inc. 0.02% Add +26.9% 46,945 $1.1M
Sowell Financial Services LLC 0.05% New 39,160 $958K
JPMorgan Chase & Co. 0.00% Add +324.4% 38,556 $943K
Mutual Advisors, LLC 0.03% No change 40,000 $920K
Baker Ellis Asset Management LLC 0.13% Add +15.4% 35,486 $868K
Fuller & Thaler Asset Management, Inc. 0.00% No change 33,985 $831K
American Century Companies Inc. 0.00% Add +17.7% 32,160 $787K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.6% 31,657 $774K
Envestnet Asset Management Inc. 0.00% Add +28.9% 29,013 $710K
Everett Harris & Co. 0.01% No change 28,089 $687K
NJ State Employees Deferred Compensation Plan 0.08% No change 28,000 $685K
Invesco Ltd. 0.00% Add +2.0% 25,547 $625K
First Interstate Bank 0.04% No change 25,000 $612K
Barclays PLC 0.00% Add +14.7% 24,895 $609K
Russell Investments Group, Ltd. 0.00% No change 24,291 $594K
Squarepoint Ops LLC 0.00% Add +97.3% 22,935 $561K
UBS Group AG 0.00% Reduce -4.8% 22,874 $559K
Rhumbline Advisers 0.00% Add +1.4% 20,758 $508K
Whittier Trust Co. 0.01% No change 20,756 $507K
Schonfeld Strategic Advisors LLC 0.00% Reduce -79.8% 20,606 $504K
Bulldog Investors, LLP 0.13% No change 20,000 $489K
Covestor Ltd 0.31% Add +105.9% 20,006 $489K
Wells Fargo & Company 0.00% Add +12.1% 19,615 $480K
Bank of America Corp. 0.00% Add +37.5% 17,956 $439K
Atom Investors LP 0.05% New 16,727 $409K
Inspire Investing, LLC 0.04% Add +3.9% 16,279 $398K
Parvin Asset Management, LLC 0.38% — 14,575 $357K
Susquehanna International Group, LLP 0.00% Reduce -64.2% 14,325 $350K
Deutsche Bank AG 0.00% Add +29.3% 13,380 $327K
Citigroup Inc. 0.00% Add +5.8% 12,756 $312K
Ashton Thomas Private Wealth, LLC 0.01% No change 11,876 $291K
MetLife Investment Management, LLC 0.00% No change 10,265 $251K
De Lisle Partners LLP 0.04% No change 10,163 $249K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.2% 9,504 $232K
Penserra Capital Management LLC 0.00% Reduce -13.6% 8,740 $213K
Corebridge Financial, Inc. 0.00% Reduce -7.0% 8,229 $201K
Legacy Capital Group California, Inc. 0.06% Add +5.1% 8,186 $200K
New York State Common Retirement Fund 0.00% No change 7,048 $172K
SG Americas Securities, LLC 0.00% Add +20.1% 6,924 $169K
Royal Bank of Canada 0.00% Add +9.3% 6,171 $151K
McIlrath & Eck, LLC 0.02% No change 4,870 $119K
Police & Firemen's Retirement System of New Jersey 0.00% — 3,600 $88K
PNC Financial Services Group, Inc. 0.00% No change 3,200 $78K
Van Eck Associates Corp. 0.00% Add +77.5% 2,581 $63K
Tower Research Capital LLC (TRC) 0.00% Add +3345.9% 2,550 $62K
BNP Paribas Financial Markets 0.00% Reduce -35.0% 2,266 $55K
Legal & General Group Plc 0.00% No change 1,466 $36K
Ameritas Investment Partners, Inc. 0.00% No change 1,446 $35K
Byrne Asset Management LLC 0.03% Add +30.9% 1,440 $35K
Leonteq Securities AG 0.00% Reduce -49.5% 1,291 $32K
California State Teachers Retirement System 0.00% No change 1,199 $29K
Nisa Investment Advisors, LLC 0.00% No change 1,020 $25K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,000 $24K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 937 $23K
Spire Wealth Management 0.00% Reduce -33.1% 755 $18K
Quadrant Capital Group LLC 0.00% Add +2.9% 703 $17K
Amalgamated Bank 0.00% No change 590 $14K
Sterling Capital Management LLC 0.00% Add +770.5% 531 $13K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +260.7% 487 $12K
GeoWealth Management, LLC 0.00% Add +65.8% 461 $11K
FMR LLC 0.00% Reduce -1.8% 335 $8K
AdvisorNet Financial, Inc 0.00% Reduce -52.6% 332 $8K
Spartan Fund Management Inc. 0.03% No change 321 $8K
SBI Securities Co., Ltd. 0.00% — 316 $8K
Comerica Bank 0.00% No change 248 $6K
Bfsg, LLC 0.00% Reduce -87.1% 222 $5K
R Squared Ltd 0.00% — 200 $5K
Cwm, LLC 0.00% Add +32.4% 147 $4K
Lazard Asset Management LLC 0.00% Reduce -96.6% 140 $3K
GAMMA Investing LLC 0.00% Add +48.6% 107 $3K
Householder Group Estate & Retirement Specialist, LLC 0.00% New 100 $2K
Avion Wealth 0.00% No change 100 $2K
Allworth Financial LP 0.00% No change 77 $2K
Sierra Ocean, LLC 0.00% — 67 $2K

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

Show all 104 holders