LimoneiraLMNR

13F holders, Q4 2025 (December 31)
106holders
9new positions
11sold out
5famous investors
$12.63avg. 13F price*

At the end of Q4 2025, 106 institutions reported holding Limoneira Co. (LMNR) in their 13F filings, unchanged from Q3 2025. 9 opened new positions and 11 sold out. The largest holders were Global Alpha Capital Management Ltd. ($36.9M), BlackRock, Inc. ($14.6M) and Vanguard Group Inc. ($12.2M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset Management'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 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$763K
Exits11$6.4M

All 13F filers, Q3 2025 → Q4 2025: 276,449 shares bought and 1,063,035 shares sold, net −786,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 106 holders

Global Alpha Capital Management Ltd. 2.25% Reduce -8.1% 2,926,713 $36.9M
BlackRock, Inc. 0.00% Add +0.1% 1,154,985 $14.6M
Vanguard Group Inc. 0.00% Add +0.7% 967,959 $12.2M
Dimensional Fund Advisors LP 0.00% Reduce -11.0% 505,220 $6.4M
Geode Capital Management, LLC 0.00% Reduce -0.8% 399,685 $5.0M
State Street Corp. 0.00% Reduce -0.2% 327,990 $4.2M
GAMCO Investors 0.03% Add +7.5% 272,200 $3.4M
Riverwater Partners LLC 1.28% Add +7.1% 261,428 $3.3M
First Wilshire Securities Management Inc. 0.83% Add +1.5% 260,187 $3.3M
Peapod Lane Capital LLC 2.24% Add +44.5% 208,547 $2.6M
Quinn Opportunity Partners LLC 0.10% No change 180,357 $2.3M
Flax Pond Capital, LLC 1.59% — 169,908 $2.1M
Gabelli Funds LLC 0.01% Add +4.5% 149,500 $1.9M
Northern Trust Corp. 0.00% Reduce -8.6% 133,114 $1.7M
Teton Advisors, LLC 0.99% Reduce -3.8% 113,000 $1.4M
Federation des caisses Desjardins du Quebec 0.01% No change 109,484 $1.4M
Morgan Stanley 0.00% Add +20.9% 108,380 $1.4M
White Pine Capital LLC 0.29% Add +26.5% 82,232 $1.0M
Rathbones Group PLC 0.00% No change 73,360 $926K
D. E. Shaw & Co. 0.00% Add +13.4% 63,394 $800K
SFE Investment Counsel 0.12% No change 60,010 $758K
Advisors Asset Management, Inc. 0.01% Add +3.3% 56,794 $717K
Nuveen, LLC 0.00% No change 54,352 $686K
Charles Schwab Investment Management Inc. 0.00% Add +8.6% 54,148 $684K
Oakum Bay Capital LLC 0.35% — 53,783 $679K
Goldman Sachs Group Inc. 0.00% Add +12.6% 53,515 $676K
Susquehanna International Group, LLP 0.00% Add +11.4% 42,474 $536K
Bank of New York Mellon Corp 0.00% Reduce -64.0% 42,373 $535K
Mutual Advisors, LLC 0.01% No change 40,000 $505K
Sowell Financial Services LLC 0.02% No change 39,160 $494K
American Century Companies Inc. 0.00% Add +1.1% 38,685 $488K
Quantinno Capital Management LP 0.00% Reduce -15.5% 32,738 $413K
Barclays PLC 0.00% Add +0.3% 29,250 $369K
Qube Research & Technologies Ltd 0.00% Reduce -56.3% 29,123 $368K
Wells Fargo & Company 0.00% Add +26.8% 28,778 $363K
Fuller & Thaler Asset Management, Inc. 0.00% No change 28,740 $363K
Stratos Wealth Partners, LTD. 0.00% Reduce -6.3% 28,012 $354K
Russell Investments Group, Ltd. 0.00% Add +7.9% 27,642 $349K
Two Sigma Investments, LP 0.00% Reduce -27.1% 26,905 $340K
Baker Ellis Asset Management LLC 0.04% Reduce -17.2% 25,300 $319K
First Interstate Bank 0.02% No change 25,000 $316K
Everett Harris & Co. 0.00% Reduce -8.2% 24,347 $307K
Citadel Advisors 0.00% Reduce -79.2% 21,953 $277K
Rhumbline Advisers 0.00% Reduce -11.8% 20,945 $264K
Invesco Ltd. 0.00% Reduce -6.2% 20,211 $255K
Two Sigma Advisers, LP 0.00% Reduce -28.8% 20,000 $253K
Point72 Asset Management 0.00% New 19,350 $244K
JPMorgan Chase & Co. 0.00% Reduce -20.9% 16,913 $214K
Whittier Trust Co. 0.00% Reduce -21.1% 16,368 $207K
Bridgeway Capital Management, LLC 0.00% No change 15,800 $199K
Bank of America Corp. 0.00% Add +31.8% 15,700 $198K
Jane Street Group, LLC 0.00% New 15,564 $196K
AQR Capital Management 0.00% Reduce -36.4% 15,466 $195K
Beartown Capital Management, LLC 0.13% — 12,892 $163K
Byrne Asset Management LLC 0.09% Add +146.0% 12,671 $160K
HSBC Holdings PLC 0.00% New 12,248 $154K
Parvin Asset Management, LLC 0.12% Reduce -4.0% 12,050 $152K
EntryPoint Capital, LLC 0.06% New 11,884 $150K
UBS Group AG 0.00% Reduce -35.7% 11,790 $149K
Ashton Thomas Private Wealth, LLC 0.00% No change 11,176 $142K
MetLife Investment Management, LLC 0.00% Add +45.0% 9,765 $123K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.2% 7,695 $97K
FMR LLC 0.00% Add +781.8% 6,499 $82K
BNP Paribas Financial Markets 0.00% Add +56.6% 5,170 $65K
Simplex Trading, LLC 0.00% Add +3808.5% 5,081 $64K
McIlrath & Eck, LLC 0.01% No change 4,870 $61K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,600 $45K
Van Eck Associates Corp. 0.00% Add +11.9% 2,882 $36K
Leonteq Securities AG 0.00% No change 1,793 $23K
Trust Co. of Vermont 0.00% Add +113.8% 1,710 $22K
Legal & General Group Plc 0.00% No change 1,466 $19K
Ameritas Investment Partners, Inc. 0.00% No change 1,446 $18K
PNC Financial Services Group, Inc. 0.00% Reduce -56.8% 1,302 $16K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,214 $15K
Covestor Ltd 0.01% Reduce -82.9% 1,058 $13K
Cwm, LLC 0.00% Reduce -57.9% 1,032 $13K
California State Teachers Retirement System 0.00% Reduce -1.3% 1,025 $13K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,000 $13K
Sterling Capital Management LLC 0.00% Reduce -16.4% 960 $12K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 937 $12K
Tower Research Capital LLC (TRC) 0.00% Add +8.6% 886 $11K
Nisa Investment Advisors, LLC 0.00% Reduce -23.4% 784 $10K
New York State Common Retirement Fund 0.00% No change 748 $9K
Royal Bank of Canada 0.00% Reduce -96.7% 677 $9K
Osaic Holdings, Inc. 0.00% Reduce -2.8% 625 $8K
Arax Advisory Partners 0.00% Reduce -75.3% 567 $7K
Amalgamated Bank 0.00% Reduce -11.4% 523 $7K
Ancora Advisors LLC 0.00% No change 500 $6K
Citigroup Inc. 0.00% Add +95.3% 377 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Add +353.8% 363 $5K
Optiver Holding B.V. 0.00% No change 272 $3K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -72.1% 135 $2K
Versant Capital Management, Inc 0.00% New 104 $1K
Allworth Financial LP 0.00% Reduce -3.5% 83 $1K
Avion Wealth 0.00% No change 100 $1K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 72 $909
GAMMA Investing LLC 0.00% Add +9.1% 60 $758
EverSource Wealth Advisors, LLC 0.00% Reduce -89.9% 59 $745
Caldwell Sutter Capital, Inc. 0.00% No change 54 $682
SBI Securities Co., Ltd. 0.00% Add +125.0% 54 $682
Essential Partners LLC 0.00% Reduce -79.6% 45 $568
Rothschild Investment LLC 0.00% New 45 $568
Jones Financial Companies LLLP 0.00% No change 40 $505
Bare Financial Services, Inc 0.00% New 36 $455
IFP Advisors, Inc 0.00% Reduce -50.0% 1 $13
True Wealth Design, LLC 0.00% Reduce -90.0% 1 $13

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