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Limoneira CO

LMNR
Exchange
Nasdaq
Industry
Agricultural Production-Crops
SEC CIK
0001342423

In the last 90 days, Limoneira CO insiders filed 0 open-market purchases and 2 sales; 111 institutions reported holding it in 13F filings for Q2 2026, worth $145.3M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Limoneira CO as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
93
+5 vs. Q3 2023
Shares held
10.6M
+356.0K (+3.5%) vs. Q3 2023
Total value
$218.9M
+$61.8M (+39.4%) vs. Q3 2023
New holders
11
32 more added
Sold out
6
26 more reduced

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LMNR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 93 institutions
Q1 2021: 84 institutionsQ2 2021: 74 institutionsQ3 2021: 77 institutionsQ4 2021: 85 institutionsQ1 2022: 78 institutionsQ2 2022: 73 institutionsQ3 2022: 67 institutionsQ4 2022: 74 institutionsQ1 2023: 79 institutionsQ2 2023: 83 institutionsQ3 2023: 88 institutionsQ4 2023: 93 institutionsQ1 2024: 91 institutionsQ2 2024: 95 institutionsQ3 2024: 106 institutionsQ4 2024: 105 institutionsQ1 2025: 102 institutionsQ2 2025: 114 institutionsQ3 2025: 106 institutionsQ4 2025: 106 institutionsQ1 2026: 118 institutionsQ2 2026: 111 institutions
Value heldQ4 2023: $218.9M
Q1 2021: $162.3MQ2 2021: $158.8MQ3 2021: $139.3MQ4 2021: $126.4MQ1 2022: $128.8MQ2 2022: $109.3MQ3 2022: $98.8MQ4 2022: $107.2MQ1 2023: $153.1MQ2 2023: $159.7MQ3 2023: $157.1MQ4 2023: $218.9MQ1 2024: $205.7MQ2 2024: $220.1MQ3 2024: $279.3MQ4 2024: $254.4MQ1 2025: $186.9MQ2 2025: $163.4MQ3 2025: $152.0MQ4 2025: $122.0MQ1 2026: $139.8MQ2 2026: $145.3M
Institutions holding LMNR and their total value by quarter
QuarterHoldersValue
Q2 2026111$145.3M
Q1 2026118$139.8M
Q4 2025106$122.0M
Q3 2025106$152.0M
Q2 2025114$163.4M
Q1 2025102$186.9M
Q4 2024105$254.4M
Q3 2024106$279.3M
Q2 202495$220.1M
Q1 202491$205.7M
Q4 202393$218.9M
Q3 202388$157.1M
Q2 202383$159.7M
Q1 202379$153.1M
Q4 202274$107.2M
Q3 202267$98.8M
Q2 202273$109.3M
Q1 202278$128.8M
Q4 202185$126.4M
Q3 202177$139.3M
Q2 202174$158.8M
Q1 202184$162.3M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Limoneira CO; share changes are against Q3 2023.

Institutions holding LMNR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Group One Trading, L.P.14$2890.00%+14New
GAMMA Investing LLC32$5800.00%+32New
Caldwell Sutter Capital, Inc.54$1.11K0.00%00.0%Unchanged
Allworth Financial LP77$1.59K0.00%00.0%Unchanged
Avion Wealth100$2.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.99$2.04K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)746$15.4K0.00%−1,265−62.9%Reduced
Spire Wealth Management1,000$18.2K0.00%+211+26.7%Added
Comerica Bank889$18.3K0.00%00.0%Unchanged
Metropolitan Life Insurance Co964$19.9K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc1,000$20.6K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,010$20.8K0.00%+400+65.6%Added
FMR LLC1,082$22.3K0.00%+917+555.8%Added
West Tower Group, LLC1,240$25.6K0.05%+1,240New
Ameritas Investment Partners, Inc.1,446$29.8K0.00%00.0%Unchanged
Legal & General Group Plc1,466$30.2K0.00%−166−10.2%Reduced
Amalgamated Bank1,527$32.0K0.00%−176−10.3%Reduced
BFSG, LLC1,722$35.5K0.01%+1,722New
Van Eck Associates Corp2,015$42.0K0.00%−353−14.9%Reduced
Citigroup Inc2,497$51.5K0.00%+2,489+31,112.5%Added
California State Teachers Retirement System2,882$59.5K0.00%−981−25.4%Reduced
The PNC Financial Services Group, Inc.3,200$66.0K0.00%00.0%Unchanged
Covestor Ltd3,812$79.0K0.05%+3,812New
McIlrath & Eck, LLC4,870$100.5K0.02%−311−6.0%Reduced
Leonteq Securities AG4,876$100.6K0.01%−619−11.3%Reduced
Ancora Advisors, LLC4,901$101.1K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA5,262$108.6K0.00%+2,760+110.3%Added
New York State Common Retirement Fund7,043$145.3K0.00%−43−0.6%Reduced
American International Group, Inc.8,703$179.5K0.00%−35−0.4%Reduced
MetLife Investment Management9,301$191.9K0.00%00.0%Unchanged
SG Americas Securities, LLC9,621$198.0K0.00%+2,013+26.5%Added
Legato Capital Management LLC10,009$206.5K0.03%00.0%Unchanged
Marquette Asset Management, LLC10,994$226.8K0.04%00.0%Unchanged
Penserra Capital Management LLC11,040$227.0K0.00%+4,660+73.0%Added
Goldman Sachs Group Inc11,009$227.1K0.00%−874−7.4%Reduced
Deutsche Bank AG11,470$236.6K0.00%−432−3.6%Reduced
JPMorgan Chase & Co11,625$239.8K0.00%−301−2.5%Reduced
Ashton Thomas Private Wealth, LLC11,876$245.0K0.02%00.0%Unchanged
Simplex Trading, LLC13,137$271.0K0.01%+12,703+2,927.0%Added
American Century Companies Inc14,152$292.0K0.00%+3,488+32.7%Added
Freestone Capital Holdings, LLC14,237$293.7K0.01%00.0%Unchanged
Wells Fargo & Company14,887$307.1K0.00%+1,066+7.7%Added
Citadel Advisors LLC16,190$334.0K0.00%+16,190New
Royal Bank of Canada17,566$363.0K0.00%+1,985+12.7%Added
Advisors Asset Management, Inc.18,290$377.3K0.01%+1,189+7.0%Added
Two Sigma Advisers, LP19,500$402.3K0.00%−11,500−37.1%Reduced
Bulldog Investors, LLP20,000$412.6K0.14%+20,000New
Baker Ellis Asset Management LLC20,350$419.8K0.07%−50−0.2%Reduced
Whittier Trust Co20,756$428.0K0.01%00.0%Unchanged
Rhumbline Advisers21,432$442.1K0.00%+381+1.8%Added
Barclays PLC24,053$496.2K0.00%+20,841+648.8%Added
Russell Investments Group, Ltd.24,211$499.5K0.00%−14,549−37.5%Reduced
UBS Group AG24,401$503.4K0.00%+9,709+66.1%Added
First Interstate Bank25,000$515.8K0.04%00.0%Unchanged
Invesco Ltd.26,570$548.1K0.00%+6,155+30.1%Added
Campbell & CO Investment Adviser LLC30,668$632.7K0.06%+30,668New
Janney Montgomery Scott LLC32,215$665.0K0.00%+4,879+17.8%Added
Everett Harris & Co32,745$675.5K0.01%−95−0.3%Reduced
Bank of America Corp33,360$688.2K0.00%+6,157+22.6%Added
Stratos Wealth Partners, LTD.35,023$722.5K0.01%−9,845−21.9%Reduced
EAM Investors, LLC36,516$753.3K0.13%+36,516New
NJ State Employees Deferred Compensation Plan38,000$783.9K0.11%00.0%Unchanged
Mutual Advisors, LLC40,108$827.4K0.03%00.0%Unchanged
Robertson Stephens Wealth Management, LLC41,450$858.2K0.05%−5,000−10.8%Reduced
Charles Schwab Investment Management Inc47,543$980.8K0.00%+295+0.6%Added
Susquehanna International Group, LLP48,759$1.01M0.00%+48,759New
SG Capital Management LLC50,188$1.04M0.37%−7,414−12.9%Reduced
Acuitas Investments, LLC52,717$1.09M0.57%+210.0%Added
CWM, LLC53,473$1.10M0.01%00.0%Unchanged
Quinn Opportunity Partners LLC54,806$1.13M0.13%+54,806New
Bridgeway Capital Management, LLC56,369$1.16M0.02%00.0%Unchanged
Nuveen Asset Management, LLC58,005$1.20M0.00%+8,891+18.1%Added
SFE Investment Counsel60,010$1.24M0.32%00.0%Unchanged
Rathbone Brothers plc73,360$1.51M0.01%00.0%Unchanged
AXA S.A.84,789$1.75M0.01%−8,605−9.2%Reduced
Gabelli Funds LLC97,000$2.00M0.02%+24,800+34.3%Added
Morgan Stanley100,237$2.07M0.00%+37,633+60.1%Added
Federation des caisses Desjardins du Quebec109,665$2.26M0.02%−10,132−8.5%Reduced
Riverwater Partners LLC110,759$2.28M1.80%+1,423+1.3%Added
White Pine Capital LLC112,661$2.32M0.90%+13,743+13.9%Added
Bank of New York Mellon Corp131,290$2.71M0.00%−8,369−6.0%Reduced
Teton Advisors, Inc.156,000$3.22M1.05%−39,000−20.0%Reduced
Northern Trust Corp157,276$3.24M0.00%+4,786+3.1%Added
Fuller & Thaler Asset Management, Inc.164,500$3.39M0.02%00.0%Unchanged
Gamco Investors, Inc. Et Al204,300$4.21M0.04%+52,000+34.1%Added
State Street Corp280,052$5.80M0.00%+33,303+13.5%Added
Geode Capital Management, LLC361,189$7.45M0.00%+13,995+4.0%Added
Dimensional Fund Advisors LP543,043$11.2M0.00%−4,644−0.8%Reduced
First Wilshire Securities Management Inc703,828$14.5M4.69%−22,056−3.0%Reduced
Old West Investment Management, LLC791,672$16.3M8.40%−128,977−14.0%Reduced
Vanguard Group Inc913,393$18.8M0.00%+19,802+2.2%Added
BlackRock Inc.1,227,767$25.3M0.00%+152,051+14.1%Added
Global Alpha Capital Management Ltd.2,986,940$61.6M4.95%+6,800+0.2%Added
CI Private Wealth, LLC0$00.00%−16,368−100.0%Sold out
Wedbush Securities Inc0$00.00%−10,576−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−4,162−100.0%Sold out
Dorsey Wright & Associates0$00.00%−1,328−100.0%Sold out
Baldwin Brothers Inc0$00.00%−1,000−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−100−100.0%Sold out