LMNR · Limoneira CO

$13.78 +0.22 (+1.62%) At close · Aug 28

Russell 2000 member Rebalance outlook locked

Market Cap

$245.87M

18.13M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 112

Total Value: $145,263,495

Total Shares: 11,063,486

Showing 1–100 of 112 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Superinvestors Holding LMNR

All superinvestors →

Mario Gabelli $3,849,716

Holder Concentration

Across 112 13F filers · Δ vs Mar 31, 2026

Top Holder

26.2%

−1.7 pts

Top 5

53.0%

−2.6 pts

Top 10

69.4%

−1.7 pts

HHI

972

Broadly held−96

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -6

Institutional value: +3.3%

Shares held: +5.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+101,323	218,774
Small Peapod Lane Capital LLC	+92,537	340,880
Small WHITE PINE CAPITAL LLC	+56,779	154,404
Mega BlackRock, Inc.	+40,280	1,147,405
Mega UBS Group AG	+33,916	65,398

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega CITADEL ADVISORS LLC	−74,079	89,890
Mega VANGUARD CAPITAL MANAGEMENT LLC	−73,052	715,090
Mega DIMENSIONAL FUND ADVISORS LP	−58,680	369,925
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−42,198	15,801
Mid Global Alpha Capital Management Ltd.	−27,718	2,898,549

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega AMERIPRISE FINANCIAL INC	517,570	$6,795,694
Micro Marquette Asset Management, LLC	46,335	$608,378
Mid WEDBUSH SECURITIES INC	22,592	$296,632
Small R Squared Ltd	16,903	$221,936
Small Abel Hall, LLC	13,261	$174,116

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Oakum Bay Capital LLC	56,405	$756,955
Mega JANE STREET GROUP, LLC	32,385	$434,606
Large HRT FINANCIAL LP	20,393	$273,674
Small Baker Ellis Asset Management LLC	18,800	$252,296
Mega TWO SIGMA INVESTMENTS, LP	16,083	$215,833

Filter: New 12 Increased 39 Reduced 34 Sold out 18 Unchanged 27

Showing 100 of 112

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Global Alpha Capital Management Ltd.

$38,057,948

26.20%

2,898,549

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	2,898,549	$38,057,948	100.0%	Sole

BlackRock, Inc.

$15,065,424

10.37%

1,147,405

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	13,228	$173,683	1.2%	Sole
BlackRock Asset Management Canada Ltd	190	$2,494	0.0%	Sole
BlackRock Investment Management, LLC	44,255	$581,068	3.9%	Sole
BLACKROCK ADVISORS LLC	33,415	$438,738	2.9%	Sole
BlackRock Fund Advisors	631,297	$8,288,929	55.0%	Sole
BlackRock Institutional Trust Company, N.A.	424,879	$5,578,661	37.0%	Sole
Aperio Group, LLC	141	$1,851	0.0%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$9,389,131

6.46%

715,090

FIRST WILSHIRE SECURITIES MANAGEMENT INC

$7,701,217

5.30%

586,536

AMERIPRISE FINANCIAL INC

$6,795,694

4.68%

517,570

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	517,570	$6,795,694	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$5,443,329

3.75%

414,572

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	63,546	$834,358	15.3%	Defined
Held directly	351,026	$4,608,971	84.7%	Defined

DIMENSIONAL FUND ADVISORS LP

$4,857,114

3.34%

369,925

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,194	$15,677	0.3%	Defined
DFA Australia Ltd.	1,600	$21,008	0.4%	Defined
Dimensional Ireland Ltd	15,076	$197,947	4.1%	Defined
Held directly	352,055	$4,622,482	95.2%	Sole

STATE STREET CORP

$4,546,774

3.13%

346,289

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	346,289	$4,546,774	100.0%	Defined

Peapod Lane Capital LLC

$4,475,754

3.08%

340,880

Riverwater Partners LLC

$4,430,547

3.05%

337,437

GAMCO INVESTORS, INC. ET AL

$3,849,716

2.65%

293,200

MORGAN STANLEY

$2,872,498

1.98%

218,774

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	58	$761	0.0%	Defined
MORGAN STANLEY & CO. LLC	4,673	$61,356	2.1%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	40,091	$526,394	18.3%	Defined
MORGAN STANLEY SMITH BARNEY LLC	17,516	$229,984	8.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	156,436	$2,054,003	71.5%	Defined

Quinn Opportunity Partners LLC

$2,368,087

1.63%

180,357

FLAX POND CAPITAL, LLC

$2,363,505

1.63%

180,008

WHITE PINE CAPITAL LLC

$2,027,324

1.40%

154,404

GABELLI FUNDS LLC

$1,962,935

1.35%

149,500

NORTHERN TRUST CORP

$1,870,499

1.29%

142,460

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	140,056	$1,838,935	98.3%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	2,404	$31,564	1.7%	Other

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,475,011

1.02%

112,339

Teton Advisors, LLC

$1,457,430

1.00%

111,000

VANGUARD FIDUCIARY TRUST CO

$1,419,904

0.98%

108,142

Cinctive Capital Management LP

$1,266,441

0.87%

96,454

CITADEL ADVISORS LLC

$1,180,255

0.81%

89,890

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	350	$4,595	0.4%	Defined
Held directly	89,540	$1,175,660	99.6%	Defined

Quantinno Capital Management LP

$1,163,370

0.80%

88,604

Robertson Stephens Wealth Management, LLC

$1,158,131

0.80%

88,205

Federation des caisses Desjardins du Quebec

$989,043

0.68%

75,327

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Regime de rentes du Mouvement Desjardins	75,327	$989,043	100.0%	Defined

Rathbones Group PLC

$963,216

0.66%

73,360

UBS Group AG

$858,675

0.59%

65,398

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	3,050	$40,046	4.7%	Defined
UBS AG	62,348	$818,629	95.3%	Defined

SFE Investment Counsel

$787,931

0.54%

60,010

D. E. Shaw & Co., Inc.

$784,990

0.54%

59,786

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	59,786	$784,990	100.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$744,651

0.51%

56,714

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	5	$65	0.0%	Other
Prism Planning Partners LLC	30	$393	0.1%	Other
Arax Advisory Partners	834	$10,950	1.5%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	336	$4,411	0.6%	Other
Stokes Family Office, LLC	41	$538	0.1%	Other
Held directly	55,468	$728,294	97.8%	Defined

Nuveen, LLC

$719,378

0.50%

54,789

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	5,238	$68,774	9.6%	Defined
TEACHERS ADVISORS, LLC joint	49,551	$650,604	90.4%	Defined

GOLDMAN SACHS GROUP INC

$684,361

0.47%

52,122

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	52,122	$684,361	100.0%	Defined

Bank of New York Mellon Corp

$658,612

0.45%

50,161

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	13,389	$175,797	26.7%	Defined
The Bank of New York Mellon	35,781	$469,804	71.3%	Defined
BNY Mellon, NA joint	990	$12,998	2.0%	Defined
Held directly	1	$13	0.0%	Defined

Advisors Asset Management, Inc.

$641,387

0.44%

48,849

ENVESTNET ASSET MANAGEMENT INC

$611,647

0.42%

46,584

Marquette Asset Management, LLC

$608,378

0.42%

46,335

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$551,735

0.38%

42,021

Mutual Advisors, LLC

$525,200

0.36%

40,000

Sowell Financial Services LLC

$514,170

0.35%

39,160

AMERICAN CENTURY COMPANIES INC

$513,737

0.35%

39,127

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	39,127	$513,737	100.0%	Defined

Stratos Wealth Partners, LTD.

$414,067

0.29%

31,536

Vident Advisory, LLC

$378,406

0.26%

28,820

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acuitas Investments, LLC	28,820	$378,406	100.0%	Defined

FULLER & THALER ASSET MANAGEMENT, INC.

$376,502

0.26%

28,675

First Interstate Bank

$328,250

0.23%

25,000

WELLS FARGO & COMPANY/MN

$317,365

0.22%

24,171

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	14,071	$184,752	58.2%	Defined
WELLS FARGO CLEARING SERVICES, LLC	10,100	$132,613	41.8%	Defined

WEDBUSH SECURITIES INC

$296,632

0.20%

22,592

RHUMBLINE ADVISERS

$279,669

0.19%

21,300

XTX Topco Ltd

$260,459

0.18%

19,837

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	19,837	$260,459	100.0%	Defined

WHITTIER TRUST CO

$249,207

0.17%

18,980

Invesco Ltd.

$245,332

0.17%

18,685

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	2,283	$29,975	12.2%	Defined
Invesco Trust Co joint	6,683	$87,747	35.8%	Defined
Invesco Capital Management LLC	9,719	$127,610	52.0%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$223,210

0.15%

17,000

R Squared Ltd

$221,936

0.15%

16,903

DEUTSCHE BANK AG\

$215,253

0.15%

16,394

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	16,394	$215,253	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$207,467

0.14%

15,801

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	15,801	$207,467	100.0%	Other

FMR LLC

$189,977

0.13%

14,469

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	13,331	$175,036	92.1%	Defined
STRATEGIC ADVISERS LLC	1,138	$14,941	7.9%	Defined

Parvin Asset Management, LLC

$180,537

0.12%

13,750

MERCER GLOBAL ADVISORS INC /ADV

$175,534

0.12%

13,369

EntryPoint Capital, LLC

$174,510

0.12%

13,291

Abel Hall, LLC

$174,116

0.12%

13,261

BANK OF AMERICA CORP /DE/

$166,330

0.11%

12,668

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	12,668	$166,330	100.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$158,584

0.11%

12,078

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	12,078	$158,584	100.0%	Defined

EVERETT HARRIS & CO /CA/

$154,526

0.11%

11,769

Schonfeld Strategic Advisors LLC

$154,395

0.11%

11,759

Trexquant Investment LP

$142,604

0.10%

10,861

HSBC HOLDINGS PLC

$138,455

0.10%

10,545

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	10,545	$138,455	100.0%	Defined

Russell Investments Group, Ltd.

$127,885

0.09%

9,740

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	9,740	$127,885	100.0%	Defined

MetLife Investment Management, LLC

$123,513

0.09%

9,407

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	9,407	$123,513	100.0%	Defined

CITIGROUP INC

$102,006

0.07%

7,769

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	7,769	$102,006	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$101,573

0.07%

7,736

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	7,736	$101,573	100.0%	Defined

JPMORGAN CHASE & CO

$100,140

0.07%

7,627

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	6,965	$91,450	91.3%	Defined
J.P. Morgan Investment Management Inc.	1	$13	0.0%	Defined
J.P. Morgan Securities LLC	469	$6,157	6.1%	Defined
J.P. Morgan Securities plc	192	$2,520	2.5%	Defined

Vanguard Global Advisers, LLC

$79,830

0.05%

6,080

Leonteq Securities AG

$56,800

0.04%

4,326

Police & Firemen's Retirement System of New Jersey

$47,268

0.03%

3,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	3,600	$47,268	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$44,353

0.03%

3,378

Versant Capital Management, Inc

$41,385

0.03%

3,152

BARCLAYS PLC

$32,732

0.02%

2,493

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	2,417	$31,735	97.0%	Defined
BARCLAYS CAPITAL INC.	76	$997	3.0%	Defined

TRUST CO OF VERMONT

$32,693

0.02%

2,490

Arax Advisory Partners

$20,285

0.01%

1,545

PNC FINANCIAL SERVICES GROUP, INC.

$19,969

0.01%

1,521

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	1,521	$19,969	100.0%	Defined

Legal & General Group Plc

$19,248

0.01%

1,466

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,466	$19,248	100.0%	Defined

Ameritas Investment Partners, Inc.

$18,985

0.01%

1,446

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	1,446	$18,985	100.0%	Other

WHITTIER TRUST CO OF NEVADA INC

$13,130

0.01%

1,000

Tower Research Capital LLC (TRC)

$13,103

0.01%

998

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	998	$13,103	100.0%	Defined

NISA INVESTMENT ADVISORS, LLC

$10,293

0.01%

784

NEW YORK STATE COMMON RETIREMENT FUND

$9,821

0.01%

748

ROYAL BANK OF CANADA

$8,547

0.01%

651

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	478	$6,276	73.4%	Defined
RBC Capital Markets, LLC	173	$2,271	26.6%	Defined

OSAIC HOLDINGS, INC.

$8,206

0.01%

625

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	625	$8,206	100.0%	Defined

Ancora Advisors LLC

$6,565

0.00%

500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ANCORA PRIVATE WEALTH ADVISORS, LLC	500	$6,565	100.0%	Sole

Integrated Wealth Concepts LLC

$5,711

0.00%

435

HUNTINGTON NATIONAL BANK

$5,133

0.00%

391

MassMutual Private Wealth & Trust, FSB

$4,976

0.00%

379

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$4,936

0.00%

376

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	376	$4,936	100.0%	Defined

Sterling Capital Management LLC

$4,451

0.00%

339

GAMMA Investing LLC

$3,978

0.00%

303

SIMPLEX TRADING, LLC

$3,164

0.00%

241

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$3,033

0.00%

231

Allworth Financial LP

$2,914

0.00%

222

Essential Partners LLC

$1,575

0.00%

120

JONES FINANCIAL COMPANIES LLLP

$1,549

0.00%

118

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	118	$1,549	100.0%	Sole

Avion Wealth

$1,313

0.00%

100

Key facts CIK 1342423 CUSIP 532746104 13F (30d) 100 filings 88 filers Visit website Investor relations