Limoneira CO - LMNR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 2,926,713 | 36,949 | 2.25% | 2.7% | 1 | -258,568 | -8.12% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 1,154,985 | 14,581 | 0.0% | 0.0% | 2 | +983 | 0.09% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 967,959 | 12,220 | 0.0% | 0.0% | 3 | +6,833 | 0.71% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 505,220 | 6,378 | 0.0% | 0.0% | 4 | -62,388 | -10.99% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 399,685 | 5,047 | 0.0% | 0.0% | 5 | -3,426 | -0.85% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 327,990 | 4,165 | 0.0% | 0.0% | 6 | -648 | -0.2% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 272,200 | 3,436 | 0.03% | 0.04% | 7 | +19,000 | 7.5% | Q4 2025 | Feb 05, 2026 |
| Riverwater Partners LLC | History | Added to | 261,428 | 3,300 | 1.28% | 1.5% | 8 | +17,422 | 7.14% | Q4 2025 | Feb 12, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Added to | 260,187 | 3,284 | 0.83% | 1.01% | 9 | +3,850 | 1.5% | Q4 2025 | Feb 12, 2026 |
| Peapod Lane Capital LLC | History | Added to | 208,547 | 2,632 | 2.24% | 1.92% | 10 | +64,178 | 44.45% | Q4 2025 | Jan 28, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 180,357 | 2,277 | 0.1% | 0.19% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAX POND CAPITAL, LLC | History | New | 169,908 | 2,145 | 1.59% | — | 12 | +169,908 | New | Q4 2025 | Mar 09, 2026 |
| GABELLI FUNDS LLC | History | New | 149,500 | 1,887 | 0.01% | — | 13 | +149,500 | New | Q4 2025 | Feb 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 133,114 | 1,680 | 0.0% | 0.0% | 14 | -12,513 | -8.59% | Q4 2025 | Feb 17, 2026 |
| Teton Advisors, LLC | History | Reduced | 113,000 | 1,426 | 0.99% | 1.08% | 15 | -4,500 | -3.83% | Q4 2025 | Feb 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 109,484 | 1,382 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 108,380 | 1,368 | 0.0% | 0.0% | 17 | +18,758 | 20.93% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 88,874 | 1,122 | 0.0% | 0.0% | 18 | -10,548 | -10.61% | Q4 2025 | Feb 17, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 82,232 | 1,038 | 0.29% | 0.28% | 19 | +17,248 | 26.54% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 81,653 | 1,030 | 0.0% | 0.0% | 20 | -114,168 | -58.3% | Q4 2025 | Feb 17, 2026 |
| Rathbones Group PLC | History | No change | 73,360 | 926 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 63,394 | 800 | 0.0% | 0.0% | 22 | +7,504 | 13.43% | Q4 2025 | Feb 17, 2026 |
| SFE Investment Counsel | History | No change | 60,010 | 757 | 0.12% | 0.14% | 23 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 57,464 | 725 | 0.0% | — | 24 | +57,464 | New | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 56,794 | 717 | 0.01% | 0.01% | 25 | +1,814 | 3.3% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | No change | 54,352 | 686 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 54,148 | 683 | 0.0% | 0.0% | 27 | +4,294 | 8.61% | Q4 2025 | Feb 13, 2026 |
| Oakum Bay Capital LLC | History | New | 53,783 | 679 | 0.33% | — | 28 | +53,783 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 53,515 | 675 | 0.0% | 0.0% | 29 | +5,973 | 12.56% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 42,373 | 534 | 0.0% | 0.0% | 30 | -75,377 | -64.01% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | No change | 40,000 | 505 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sowell Financial Services LLC | History | No change | 39,160 | 494 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 38,685 | 488 | 0.0% | 0.0% | 33 | +417 | 1.09% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 32,738 | 413 | 0.0% | 0.0% | 34 | -5,988 | -15.46% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 29,250 | 369 | 0.0% | 0.0% | 35 | +82 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 29,123 | 367 | 0.0% | 0.0% | 36 | -37,516 | -56.3% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 28,778 | 363 | 0.0% | 0.0% | 37 | +6,085 | 26.81% | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 28,740 | 362 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 28,012 | 353 | 0.0% | 0.01% | 39 | -1,894 | -6.33% | Q4 2025 | Jan 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 27,642 | 348 | 0.0% | 0.0% | 40 | +2,028 | 7.92% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 26,905 | 339 | 0.0% | 0.0% | 41 | -9,979 | -27.06% | Q4 2025 | Feb 17, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 25,300 | 319 | 0.04% | 0.06% | 42 | -5,250 | -17.18% | Q4 2025 | Jan 21, 2026 |
| FIRST INTERSTATE BANK | History | No change | 25,000 | 315 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 24,347 | 307 | 0.0% | 0.0% | 44 | -2,175 | -8.2% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,945 | 264 | 0.0% | 0.0% | 45 | -2,790 | -11.75% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 20,211 | 255 | 0.0% | 0.0% | 46 | -1,334 | -6.19% | Q4 2025 | Feb 19, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 20,000 | 252 | 0.0% | 0.0% | 47 | -8,100 | -28.83% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 19,350 | 244 | 0.0% | — | 48 | +19,350 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 16,913 | 213 | 0.0% | 0.0% | 49 | -4,471 | -20.91% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO | History | Reduced | 16,368 | 206 | 0.0% | 0.0% | 50 | -4,388 | -21.14% | Q4 2025 | Jan 26, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 15,800 | 199 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,700 | 198 | 0.0% | 0.0% | 52 | +3,791 | 31.83% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 15,466 | 195 | 0.0% | 0.0% | 53 | -8,831 | -36.35% | Q4 2025 | Feb 17, 2026 |
| Beartown Capital Management, LLC | History | New | 12,892 | 162 | 0.12% | — | 54 | +12,892 | New | Q4 2025 | Feb 18, 2026 |
| Byrne Asset Management LLC | History | Added to | 12,671 | 159 | 0.09% | 0.05% | 55 | +7,520 | 145.99% | Q4 2025 | Jan 12, 2026 |
| HSBC HOLDINGS PLC | History | New | 12,248 | 154 | 0.0% | — | 56 | +12,248 | New | Q4 2025 | Mar 20, 2026 |
| Parvin Asset Management, LLC | History | Reduced | 12,050 | 152 | 0.12% | 0.16% | 57 | -500 | -3.98% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | New | 11,884 | 150 | 0.06% | — | 58 | +11,884 | New | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 11,790 | 148 | 0.0% | 0.0% | 59 | -6,543 | -35.69% | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 11,176 | 141 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | Added to | 9,765 | 123 | 0.0% | 0.0% | 61 | +3,029 | 44.97% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 7,695 | 97 | 0.0% | 0.0% | 62 | -95 | -1.22% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 6,499 | 82 | 0.0% | 0.0% | 63 | +5,762 | 781.82% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,170 | 65 | 0.0% | 0.0% | 64 | +1,869 | 56.62% | Q4 2025 | Feb 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,081 | 64 | 0.0% | 0.0% | 65 | +4,951 | 3808.46% | Q4 2025 | Feb 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 4,870 | 61 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,600 | 45 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 2,882 | 36 | 0.0% | 0.0% | 68 | +307 | 11.92% | Q4 2025 | Feb 13, 2026 |
| Leonteq Securities AG | History | No change | 1,793 | 22 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | Added to | 1,710 | 21 | 0.0% | 0.0% | 70 | +910 | 113.75% | Q4 2025 | Jan 16, 2026 |
| Legal & General Group Plc | History | No change | 1,466 | 18 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,446 | 18 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,302 | 16 | 0.0% | 0.0% | 73 | -1,714 | -56.83% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 1,214 | 15 | 0.0% | — | 74 | +1,214 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 1,058 | 13 | 0.01% | 0.05% | 76 | -5,125 | -82.89% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 1,032 | 13 | 0.0% | 0.0% | 75 | -1,418 | -57.88% | Q4 2025 | Jan 26, 2026 |
| Sterling Capital Management LLC | History | Reduced | 960 | 12 | 0.0% | 0.0% | 79 | -189 | -16.45% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,025 | 12 | 0.0% | 0.0% | 77 | -13 | -1.25% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,000 | 12 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 886 | 11 | 0.0% | 0.0% | 80 | +70 | 8.58% | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 937 | 11 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 677 | 9 | 0.0% | — | 84 | +677 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 784 | 9 | 0.0% | 0.0% | 83 | -239 | -23.36% | Q4 2025 | Jan 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 748 | 9 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 567 | 7 | 0.0% | 0.0% | 86 | -1,725 | -75.26% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 523 | 7 | 0.0% | 0.0% | 85 | -67 | -11.36% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 625 | 7 | 0.0% | 0.0% | 87 | -18 | -2.8% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 363 | 4 | 0.0% | 0.0% | 90 | +283 | 353.75% | Q4 2025 | Jan 07, 2026 |
| CITIGROUP INC | History | Added to | 377 | 4 | 0.0% | 0.0% | 89 | +184 | 95.34% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 272 | 3 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 135 | 1 | 0.0% | 0.0% | 92 | -349 | -72.11% | Q4 2025 | Jan 27, 2026 |
| Versant Capital Management, Inc | History | New | 104 | 1 | 0.0% | — | 94 | +104 | New | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 83 | 1 | 0.0% | — | 93 | +83 | New | Q4 2025 | Feb 05, 2026 |
| Avion Wealth | History | No change | 100 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.01% | — | -210,831 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -101,460 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Penn Capital Management Company, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -37,105 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,243 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -11,657 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,151 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -816 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 59 | 0 | — | 0.0% | — | -527 | -89.93% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q3 2025 | Oct 29, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 72 | 0 | — | — | — | +72 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 54 | 0 | — | — | — | +30 | 125.0% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 10, 2025 |
| True Wealth Design, LLC | History | Reduced | 1 | 0 | — | — | — | -9 | -90.0% | Q4 2025 | Jan 08, 2026 |
| GAMMA Investing LLC | History | Added to | 60 | 0 | — | — | — | +5 | 9.09% | Q4 2025 | Jan 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |