LimoneiraLMNR

13F holders, Q1 2025 (March 31)
101holders −3
8new positions
9sold out
2famous investors
$17.72avg. 13F price*

At the end of Q1 2025, 101 institutions reported holding Limoneira Co. (LMNR) in their 13F filings, down 3 from Q4 2024. 8 opened new positions and 9 sold out. The largest holders were Global Alpha Capital Management Ltd. ($58.1M), BlackRock, Inc. ($20.6M) and Vanguard Group Inc. ($16.9M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions8$6.2M
Exits9$815K

All 13F filers, Q4 2024 → Q1 2025: 642,000 shares bought and 496,943 shares sold, net +145,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 101 holders

Global Alpha Capital Management Ltd. 4.23% Add +0.4% 3,278,681 $58.1M
BlackRock, Inc. 0.00% Reduce -1.4% 1,162,286 $20.6M
Vanguard Group Inc. 0.00% Add +1.0% 955,755 $16.9M
Dimensional Fund Advisors LP 0.00% Add +2.1% 532,759 $9.4M
Old West Investment Management, LLC 2.81% Add +1.4% 439,682 $7.8M
Geode Capital Management, LLC 0.00% Add +1.0% 376,807 $6.7M
State Street Corp. 0.00% Add +0.6% 317,839 $5.7M
First Wilshire Securities Management Inc. 1.33% Reduce -50.4% 261,401 $4.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 253,231 $4.5M
Riverwater Partners LLC 2.19% Reduce -6.2% 240,389 $4.3M
GAMCO Investors 0.04% Add +4.7% 200,000 $3.5M
Scoggin Management LP 1.54% Add +27.3% 175,000 $3.1M
Quinn Opportunity Partners LLC 0.21% Add +159.5% 171,370 $3.0M
Northern Trust Corp. 0.00% Reduce -3.4% 150,171 $2.7M
Gabelli Funds LLC 0.02% No change 122,800 $2.2M
Teton Advisors, Inc. 1.37% Reduce -11.1% 120,000 $2.1M
Bank of New York Mellon Corp 0.00% Reduce -3.5% 116,293 $2.1M
White Pine Capital LLC 0.70% Reduce -0.4% 113,670 $2.0M
Federation des caisses Desjardins du Quebec 0.01% Add +0.3% 109,484 $1.9M
Robertson Stephens Wealth Management, LLC 0.07% No change 101,460 $1.8M
Rathbones Group PLC 0.01% No change 73,360 $1.3M
SFE Investment Counsel 0.21% No change 60,010 $1.1M
Nuveen, LLC 0.00% — 58,005 $1.0M
Advisors Asset Management, Inc. 0.02% Add +21.7% 57,118 $1.0M
Morgan Stanley 0.00% Reduce -25.5% 54,663 $969K
Goldman Sachs Group Inc. 0.00% Reduce -25.7% 49,803 $883K
Charles Schwab Investment Management Inc. 0.00% Add +0.0% 47,387 $840K
Citadel Advisors 0.00% New 44,744 $793K
AXA S.A. 0.00% Reduce -41.4% 44,617 $791K
Schonfeld Strategic Advisors LLC 0.01% Add +109.7% 43,215 $766K
Envestnet Asset Management Inc. 0.00% Add +45.6% 42,256 $749K
Sowell Financial Services LLC 0.03% No change 39,160 $694K
Baker Ellis Asset Management LLC 0.09% Add +3.6% 36,750 $651K
Mutual Advisors, LLC 0.02% No change 40,000 $635K
American Century Companies Inc. 0.00% Add +9.9% 35,331 $626K
Fuller & Thaler Asset Management, Inc. 0.00% Add +3.5% 35,160 $623K
Squarepoint Ops LLC 0.00% Add +48.7% 34,103 $604K
Susquehanna International Group, LLP 0.00% Add +124.0% 32,088 $569K
Stratos Wealth Partners, LTD. 0.01% Reduce -1.9% 31,068 $551K
NJ State Employees Deferred Compensation Plan 0.06% No change 28,000 $496K
Everett Harris & Co. 0.01% Reduce -0.5% 27,939 $495K
First Interstate Bank 0.03% No change 25,000 $443K
Russell Investments Group, Ltd. 0.00% Reduce -0.2% 24,234 $429K
Invesco Ltd. 0.00% Reduce -8.0% 23,517 $417K
Whittier Trust Co. 0.01% No change 20,756 $368K
UBS Group AG 0.00% Reduce -9.8% 20,621 $365K
Bulldog Investors, LLP 0.10% No change 20,000 $354K
Wells Fargo & Company 0.00% Add +1.1% 19,834 $351K
Inspire Investing, LLC 0.04% Add +19.2% 19,411 $344K
Rhumbline Advisers 0.00% Reduce -7.2% 19,261 $341K
Jane Street Group, LLC 0.00% New 18,890 $335K
Barclays PLC 0.00% Reduce -33.1% 16,657 $295K
Jacobs Levy Equity Management, Inc. 0.00% New 14,436 $256K
JPMorgan Chase & Co. 0.00% Reduce -67.1% 12,686 $225K
Parvin Asset Management, LLC 0.25% Reduce -13.9% 12,550 $222K
Bank of America Corp. 0.00% Reduce -30.6% 12,468 $221K
Qube Research & Technologies Ltd 0.00% New 12,044 $213K
Ashton Thomas Private Wealth, LLC 0.01% No change 11,876 $211K
Citigroup Inc. 0.00% Reduce -10.1% 11,468 $203K
Deutsche Bank AG 0.00% Reduce -19.4% 10,790 $191K
De Lisle Partners LLP 0.03% No change 10,163 $180K
MetLife Investment Management, LLC 0.00% Reduce -2.8% 9,981 $177K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.1% 9,894 $175K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 8,108 $144K
Royal Bank of Canada 0.00% Add +26.0% 7,775 $138K
Covestor Ltd 0.09% Reduce -61.4% 7,726 $137K
New York State Common Retirement Fund 0.00% No change 7,048 $125K
Caption Management, LLC 0.01% New 6,920 $123K
McIlrath & Eck, LLC 0.01% No change 4,870 $86K
Byrne Asset Management LLC 0.06% Add +168.7% 3,869 $69K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,600 $64K
PNC Financial Services Group, Inc. 0.00% No change 3,200 $57K
Van Eck Associates Corp. 0.00% Add +6.7% 2,753 $49K
Leonteq Securities AG 0.00% Add +107.4% 2,678 $47K
Tower Research Capital LLC (TRC) 0.00% Reduce -6.6% 2,381 $42K
Public Employees Retirement System of Ohio 0.00% New 2,259 $40K
Penserra Capital Management LLC 0.00% Reduce -74.0% 2,277 $40K
Legal & General Group Plc 0.00% No change 1,466 $26K
Ameritas Investment Partners, Inc. 0.00% No change 1,446 $26K
California State Teachers Retirement System 0.00% No change 1,199 $21K
BNP Paribas Financial Markets 0.00% Reduce -54.5% 1,031 $18K
Nisa Investment Advisors, LLC 0.00% Reduce -1.0% 1,010 $18K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,000 $18K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 937 $17K
Spire Wealth Management 0.00% No change 755 $13K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +17.3% 571 $10K
Amalgamated Bank 0.00% No change 590 $10K
AdvisorNet Financial, Inc 0.00% No change 332 $6K
SBI Securities Co., Ltd. 0.00% Add +2.5% 324 $6K
FMR LLC 0.00% Reduce -5.4% 317 $6K
Sterling Capital Management LLC 0.00% Reduce -46.1% 286 $5K
Comerica Bank 0.00% No change 248 $4K
Cwm, LLC 0.00% Add +61.2% 237 $4K
Bfsg, LLC 0.00% No change 222 $4K
Coldstream Capital Management Inc. 0.00% New 163 $3K
Allworth Financial LP 0.00% Add +118.2% 168 $3K
Avion Wealth 0.00% No change 100 $2K
GAMMA Investing LLC 0.00% Reduce -14.0% 92 $2K
Sierra Ocean, LLC 0.00% No change 67 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 54 $957
EverSource Wealth Advisors, LLC 0.00% Add +120.0% 33 $585

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