Limoneira CO - LMNR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Global Alpha Capital Management Ltd. | History | Reduced | 2,926,267 | 39,270 | 2.36% | 2.25% | 1 | -446 | -0.02% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 1,107,125 | 14,857 | 0.0% | 0.0% | 2 | -47,860 | -4.14% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 967,959 | 12,220 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 788,142 | 10,576 | 0.0% | — | 4 | +788,142 | New | Q1 2026 | May 15, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Added to | 578,059 | 7,757 | 1.75% | 0.83% | 5 | +317,872 | 122.17% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 428,605 | 5,751 | 0.0% | 0.0% | 6 | -76,615 | -15.16% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 416,797 | 5,594 | 0.0% | 0.0% | 7 | +17,112 | 4.28% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 333,499 | 4,475 | 0.0% | 0.0% | 8 | +5,509 | 1.68% | Q1 2026 | May 15, 2026 |
| Riverwater Partners LLC | History | Added to | 329,184 | 4,417 | 1.47% | 1.28% | 9 | +67,756 | 25.92% | Q1 2026 | May 07, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 293,200 | 3,934 | 0.04% | 0.03% | 10 | +21,000 | 7.71% | Q1 2026 | May 14, 2026 |
| Peapod Lane Capital LLC | History | Added to | 248,343 | 3,339 | 2.74% | 2.24% | 11 | +39,796 | 19.08% | Q1 2026 | May 01, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 180,357 | 2,420 | 0.13% | 0.1% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLAX POND CAPITAL, LLC | History | Added to | 171,132 | 2,296 | 1.85% | 1.59% | 13 | +1,224 | 0.72% | Q1 2026 | May 19, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 163,969 | 2,200 | 0.0% | 0.0% | 14 | +82,316 | 100.81% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | No change | 149,500 | 2,006 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 137,941 | 1,851 | 0.0% | 0.0% | 16 | +4,827 | 3.63% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 117,451 | 1,576 | 0.0% | 0.0% | 17 | +9,071 | 8.37% | Q1 2026 | May 15, 2026 |
| Teton Advisors, LLC | History | No change | 113,000 | 1,516 | 1.07% | 0.99% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 103,054 | 1,382 | 0.0% | — | 19 | +103,054 | New | Q1 2026 | May 08, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 97,625 | 1,310 | 0.37% | 0.29% | 20 | +15,393 | 18.72% | Q1 2026 | May 11, 2026 |
| Cinctive Capital Management LP | History | New | 96,429 | 1,294 | 0.08% | — | 21 | +96,429 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 96,345 | 1,292 | 0.0% | — | 22 | +96,345 | New | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 88,205 | 1,183 | 0.03% | — | 23 | +88,205 | New | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 75,327 | 1,010 | 0.0% | 0.01% | 24 | -34,157 | -31.2% | Q1 2026 | May 13, 2026 |
| Rathbones Group PLC | History | No change | 73,360 | 984 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 72,489 | 972 | 0.0% | 0.0% | 26 | +18,974 | 35.46% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 64,341 | 863 | 0.0% | 0.0% | 27 | +947 | 1.49% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 62,758 | 842 | 0.0% | 0.0% | 28 | +30,020 | 91.7% | Q1 2026 | May 15, 2026 |
| SFE Investment Counsel | History | No change | 60,010 | 805 | 0.13% | 0.12% | 29 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 57,999 | 778 | 0.0% | 0.0% | 30 | -30,875 | -34.74% | Q1 2026 | May 15, 2026 |
| Oakum Bay Capital LLC | History | Added to | 56,405 | 756 | 0.41% | 0.33% | 31 | +2,622 | 4.88% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 54,789 | 735 | 0.0% | 0.0% | 32 | +437 | 0.8% | Q1 2026 | Apr 30, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 49,933 | 670 | 0.01% | 0.01% | 33 | -6,861 | -12.08% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 43,390 | 582 | 0.0% | 0.0% | 34 | -10,758 | -19.87% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 40,437 | 542 | 0.0% | 0.0% | 35 | -1,936 | -4.57% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | No change | 40,000 | 536 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 39,348 | 528 | 0.0% | 0.0% | 37 | +663 | 1.71% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | No change | 39,160 | 525 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 34,046 | 456 | 0.0% | — | 39 | +34,046 | New | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 32,385 | 434 | 0.0% | 0.0% | 40 | -25,079 | -43.64% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 31,482 | 422 | 0.0% | 0.0% | 41 | +19,692 | 167.02% | Q1 2026 | May 05, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 28,940 | 388 | 0.0% | 0.0% | 42 | +200 | 0.7% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | New | 28,820 | 386 | 0.0% | — | 43 | +28,820 | New | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 26,753 | 359 | 0.01% | — | 44 | +26,753 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 26,536 | 356 | 0.0% | 0.0% | 45 | -1,476 | -5.27% | Q1 2026 | Apr 28, 2026 |
| FIRST INTERSTATE BANK | History | No change | 25,000 | 335 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,909 | 307 | 0.0% | 0.0% | 47 | +7,443 | 48.12% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 21,092 | 283 | 0.0% | 0.0% | 48 | +881 | 4.36% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 21,086 | 282 | 0.0% | 0.0% | 49 | +141 | 0.67% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 20,393 | 273 | 0.0% | — | 50 | +20,393 | New | Q1 2026 | May 14, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 20,211 | 271 | 0.0% | 0.0% | 51 | -4,136 | -16.99% | Q1 2026 | May 08, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 18,800 | 252 | 0.03% | 0.04% | 52 | -6,500 | -25.69% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 20,000 | 252 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Added to | 18,980 | 248 | 0.0% | 0.0% | 54 | +2,612 | 15.96% | Q1 2026 | Apr 28, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 17,000 | 228 | 0.0% | 0.0% | 55 | +1,200 | 7.59% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,559 | 222 | 0.0% | 0.0% | 56 | +859 | 5.47% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 16,393 | 219 | 0.0% | 0.0% | 57 | -12,385 | -43.04% | Q1 2026 | May 11, 2026 |
| Virtu Financial LLC | History | New | 16,029 | 215 | 0.01% | — | 59 | +16,029 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 16,083 | 215 | 0.0% | 0.0% | 58 | -10,822 | -40.22% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 15,472 | 208 | 0.0% | 0.0% | 60 | -1,441 | -8.52% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 13,801 | 185 | 0.0% | 0.0% | 61 | -13,841 | -50.07% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | New | 12,796 | 171 | 0.0% | — | 62 | +12,796 | New | Q1 2026 | May 14, 2026 |
| Byrne Asset Management LLC | History | No change | 12,671 | 170 | 0.1% | 0.09% | 63 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Parvin Asset Management, LLC | History | Added to | 12,475 | 167 | 0.12% | 0.12% | 64 | +425 | 3.53% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | New | 12,043 | 161 | 0.0% | — | 65 | +12,043 | New | Q1 2026 | May 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 11,961 | 160 | 0.0% | — | 66 | +11,961 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,876 | 159 | 0.0% | 0.0% | 67 | +700 | 6.26% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 11,590 | 156 | 0.0% | — | 68 | +11,590 | New | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 11,450 | 154 | 0.0% | 0.0% | 69 | -798 | -6.52% | Q1 2026 | Apr 30, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 10,573 | 141 | 0.04% | 0.06% | 70 | -1,311 | -11.03% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,485 | 140 | 0.0% | — | 71 | +10,485 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,765 | 131 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,899 | 106 | 0.0% | 0.0% | 73 | +204 | 2.65% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 6,620 | 88 | 0.0% | 0.0% | 74 | -22,630 | -77.37% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 6,194 | 83 | 0.0% | 0.0% | 75 | +5,162 | 500.19% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 6,080 | 81 | 0.0% | — | 76 | +6,080 | New | Q1 2026 | May 08, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 3,765 | 66 | 0.02% | — | 77 | +3,765 | New | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 4,870 | 65 | 0.0% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| FMR LLC | History | Reduced | 4,211 | 56 | 0.0% | 0.0% | 79 | -2,288 | -35.21% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,588 | 48 | 0.0% | 0.0% | 80 | -1,582 | -30.6% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,600 | 48 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Leonteq Securities AG | History | Added to | 3,386 | 45 | 0.0% | 0.0% | 82 | +1,593 | 88.85% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,261 | 43 | 0.0% | 0.0% | 83 | +2,375 | 268.06% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,198 | 42 | 0.0% | 0.0% | 84 | +3,094 | 2975.0% | Q1 2026 | Apr 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 3,056 | 41 | 0.0% | 0.0% | 85 | +174 | 6.04% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,710 | 21 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Legal & General Group Plc | History | No change | 1,466 | 19 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,446 | 19 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,000 | 13 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 902 | 12 | 0.0% | 0.0% | 90 | -123 | -12.0% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 937 | 12 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Added to | 774 | 10 | 0.0% | 0.0% | 93 | +397 | 105.31% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 748 | 10 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 784 | 10 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 625 | 8 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 556 | 7 | 0.0% | 0.0% | 96 | -746 | -57.3% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 551 | 7 | 0.0% | 0.0% | 97 | -409 | -42.6% | Q1 2026 | Apr 22, 2026 |
| Ancora Advisors LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 415 | 5 | 0.0% | 0.0% | 101 | -4,666 | -91.83% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 376 | 5 | 0.0% | — | 99 | +304 | 422.22% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 417 | 5 | 0.0% | 0.0% | 102 | -150 | -26.46% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 379 | 5 | 0.0% | 0.0% | 100 | +16 | 4.41% | Q1 2026 | Apr 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 160 | 2 | 0.0% | 0.0% | 103 | -112 | -41.18% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 96 | 1 | 0.0% | 0.0% | 104 | -581 | -85.82% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 117 | 1 | 0.0% | — | 108 | +117 | New | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 121 | 1 | 0.0% | — | 107 | +61 | 101.67% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | No change | 83 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | No change | 100 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -29,123 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,350 | -100.0% | Q1 2026 | May 15, 2026 |
| Beartown Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -12,892 | -100.0% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,214 | -100.0% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,058 | -100.0% | Q1 2026 | May 05, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -523 | -100.0% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 33 | 0 | — | — | — | -12 | -26.67% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Reduced | 34 | 0 | — | — | — | -11 | -24.44% | Q1 2026 | May 21, 2026 |
| True Wealth Design, LLC | History | Added to | 8 | 0 | — | — | — | +7 | 700.0% | Q1 2026 | Apr 13, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 60 | 0 | — | — | — | +1 | 1.69% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 23, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |