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 2024
Institutional positions in Limoneira CO as of Dec 31, 2024. 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
- 105
- 0 vs. Q3 2024
- Shares held
- 10.4M
- −128.4K (−1.2%) vs. Q3 2024
- Total value
- $254.4M
- −$24.6M (−8.8%) vs. Q3 2024
- New holders
- 11
- 38 more added
- Sold out
- 11
- 24 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 111 | $145.3M |
| Q1 2026 | 118 | $139.8M |
| Q4 2025 | 106 | $122.0M |
| Q3 2025 | 106 | $152.0M |
| Q2 2025 | 114 | $163.4M |
| Q1 2025 | 102 | $186.9M |
| Q4 2024 | 105 | $254.4M |
| Q3 2024 | 106 | $279.3M |
| Q2 2024 | 95 | $220.1M |
| Q1 2024 | 91 | $205.7M |
| Q4 2023 | 93 | $218.9M |
| Q3 2023 | 88 | $157.1M |
| Q2 2023 | 83 | $159.7M |
| Q1 2023 | 79 | $153.1M |
| Q4 2022 | 74 | $107.2M |
| Q3 2022 | 67 | $98.8M |
| Q2 2022 | 73 | $109.3M |
| Q1 2022 | 78 | $128.8M |
| Q4 2021 | 85 | $126.4M |
| Q3 2021 | 77 | $139.3M |
| Q2 2021 | 74 | $158.8M |
| Q1 2021 | 84 | $162.3M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Limoneira CO; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 0 | $24 | 0.00% | 0 | New |
| Rothschild Investment LLC | 5 | $122 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8 | $196 | 0.00% | +8 | New |
| EverSource Wealth Advisors, LLC | 15 | $367 | 0.00% | +15 | New |
| Caldwell Sutter Capital, Inc. | 54 | $1.32K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 67 | $1.64K | 0.00% | +67 | New |
| Allworth Financial LP | 77 | $1.73K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $2.00K | 0.00% | +100 | New |
| GAMMA Investing LLC | 107 | $2.62K | 0.00% | +35+48.6% | Added |
| Lazard Asset Management LLC | 140 | $3.00K | 0.00% | −3,949−96.6% | Reduced |
| CWM, LLC | 147 | $4.00K | 0.00% | +36+32.4% | Added |
| R Squared Ltd | 200 | $4.89K | 0.00% | +200 | New |
| BFSG, LLC | 222 | $5.43K | 0.00% | −1,500−87.1% | Reduced |
| Comerica Bank | 248 | $6.07K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 316 | $7.73K | 0.00% | +316 | New |
| Spartan Fund Management Inc. | 321 | $7.85K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 332 | $8.12K | 0.00% | −369−52.6% | Reduced |
| FMR LLC | 335 | $8.19K | 0.00% | −6−1.8% | Reduced |
| GeoWealth Management, LLC | 461 | $11.3K | 0.00% | +183+65.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 487 | $11.9K | 0.00% | +352+260.7% | Added |
| Sterling Capital Management LLC | 531 | $13.0K | 0.00% | +470+770.5% | Added |
| Amalgamated Bank | 590 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 703 | $17.2K | 0.00% | +20+2.9% | Added |
| Spire Wealth Management | 755 | $18.5K | 0.00% | −374−33.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 937 | $23.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,000 | $24.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,020 | $25.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,199 | $29.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,291 | $31.6K | 0.00% | −1,267−49.5% | Reduced |
| Byrne Asset Management LLC | 1,440 | $35.2K | 0.03% | +340+30.9% | Added |
| Ameritas Investment Partners, Inc. | 1,446 | $35.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,466 | $35.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,266 | $55.4K | 0.00% | −1,220−35.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,550 | $62.4K | 0.00% | +2,476+3,345.9% | Added |
| Van Eck Associates Corp | 2,581 | $63.0K | 0.00% | +1,127+77.5% | Added |
| The PNC Financial Services Group, Inc. | 3,200 | $78.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,600 | $88.1K | 0.00% | +3,600 | New |
| McIlrath & Eck, LLC | 4,870 | $119.1K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,171 | $151.0K | 0.00% | +523+9.3% | Added |
| SG Americas Securities, LLC | 6,924 | $169.0K | 0.00% | +1,160+20.1% | Added |
| New York State Common Retirement Fund | 7,048 | $172.4K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 8,186 | $200.2K | 0.06% | +396+5.1% | Added |
| Corebridge Financial, Inc. | 8,229 | $201.3K | 0.00% | −621−7.0% | Reduced |
| Penserra Capital Management LLC | 8,740 | $213.0K | 0.00% | −1,380−13.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,504 | $232.5K | 0.00% | +380+4.2% | Added |
| De Lisle Partners LLP | 10,163 | $248.6K | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 10,265 | $251.1K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 11,876 | $291.4K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 12,756 | $312.0K | 0.00% | +703+5.8% | Added |
| Deutsche Bank AG | 13,380 | $327.3K | 0.00% | +3,033+29.3% | Added |
| Susquehanna International Group, LLP | 14,325 | $350.4K | 0.00% | −25,697−64.2% | Reduced |
| Parvin Asset Management, LLC | 14,575 | $356.5K | 0.38% | +14,575 | New |
| CWM Advisors, LLC | 16,279 | $398.2K | 0.04% | +617+3.9% | Added |
| Atom Investors LP | 16,727 | $409.1K | 0.05% | +16,727 | New |
| Bank of America Corp | 17,956 | $439.2K | 0.00% | +4,897+37.5% | Added |
| Wells Fargo & Company | 19,615 | $479.8K | 0.00% | +2,116+12.1% | Added |
| Covestor Ltd | 20,006 | $489.0K | 0.31% | +10,289+105.9% | Added |
| Bulldog Investors, LLP | 20,000 | $489.2K | 0.13% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 20,606 | $504.0K | 0.00% | −81,289−79.8% | Reduced |
| Whittier Trust Co | 20,756 | $507.5K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 20,758 | $507.7K | 0.00% | +295+1.4% | Added |
| UBS Group AG | 22,874 | $559.5K | 0.00% | −1,166−4.9% | Reduced |
| Squarepoint Ops LLC | 22,935 | $561.0K | 0.00% | +11,310+97.3% | Added |
| Russell Investments Group, Ltd. | 24,291 | $594.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 24,895 | $608.9K | 0.00% | +3,187+14.7% | Added |
| First Interstate Bank | 25,000 | $611.5K | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 25,547 | $624.9K | 0.00% | +500+2.0% | Added |
| NJ State Employees Deferred Compensation Plan | 28,000 | $684.9K | 0.08% | 00.0% | Unchanged |
| Everett Harris & Co | 28,089 | $687.1K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 29,013 | $709.7K | 0.00% | +6,513+28.9% | Added |
| Stratos Wealth Partners, LTD. | 31,657 | $774.3K | 0.01% | −183−0.6% | Reduced |
| American Century Companies Inc | 32,160 | $786.6K | 0.00% | +4,826+17.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 33,985 | $831.3K | 0.00% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 35,486 | $868.0K | 0.13% | +4,736+15.4% | Added |
| Mutual Advisors, LLC | 40,000 | $919.6K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 38,556 | $943.1K | 0.00% | +29,470+324.3% | Added |
| Sowell Financial Services LLC | 39,160 | $957.9K | 0.05% | +39,160 | New |
| Advisors Asset Management, Inc. | 46,945 | $1.15M | 0.02% | +9,946+26.9% | Added |
| Charles Schwab Investment Management Inc | 47,386 | $1.16M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 58,005 | $1.42M | 0.00% | 00.0% | Unchanged |
| SFE Investment Counsel | 60,010 | $1.47M | 0.31% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 66,028 | $1.62M | 0.12% | +4,407+7.2% | Added |
| Goldman Sachs Group Inc | 67,055 | $1.64M | 0.00% | +19,077+39.8% | Added |
| Rathbone Brothers plc | 73,360 | $1.79M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 73,372 | $1.79M | 0.00% | −32,101−30.4% | Reduced |
| AXA S.A. | 76,078 | $1.86M | 0.01% | −859−1.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 101,460 | $2.49M | 0.09% | +60,010+144.8% | Added |
| Federation des caisses Desjardins du Quebec | 109,184 | $2.67M | 0.01% | −8,700−7.4% | Reduced |
| White Pine Capital LLC | 114,172 | $2.79M | 0.94% | −573−0.5% | Reduced |
| Bank of New York Mellon Corp | 120,532 | $2.95M | 0.00% | +3,932+3.4% | Added |
| Gabelli Funds LLC | 122,800 | $3.00M | 0.02% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 135,000 | $3.30M | 1.69% | −9,200−6.4% | Reduced |
| Scoggin Management LP | 137,500 | $3.36M | 1.77% | +67,926+97.6% | Added |
| Northern Trust Corp | 155,495 | $3.80M | 0.00% | +9,486+6.5% | Added |
| Gamco Investors, Inc. Et Al | 191,000 | $4.67M | 0.05% | −432−0.2% | Reduced |
| Riverwater Partners LLC | 256,159 | $6.27M | 3.05% | +55,736+27.8% | Added |
| State Street Corp | 315,920 | $7.75M | 0.00% | +4,532+1.5% | Added |
| Geode Capital Management, LLC | 373,115 | $9.13M | 0.00% | −1,957−0.5% | Reduced |
| Old West Investment Management, LLC | 433,687 | $10.6M | 4.30% | −36,603−7.8% | Reduced |