SEC 13F Intelligence

LMNRLIMONEIRA CO

CUSIP 532746104 · Yahoo Finance ↗ · Google Finance ↗

Limoneira Co (LMNR) has 118 institutional holders in Filings Flow’s 13F database, together reporting 213.4K shares worth $3M as of Q2 2026. The largest reported holders are Global Alpha Capital Management Ltd., Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
118
Q2 2026
Reported Value
$139M
Ticker
LMNR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 59Q4 ’18Q1 ’19: 61Q2 ’19: 57Q2 ’19Q3 ’19: 60Q2 ’21: 57Q2 ’21Q4 ’21: 68Q4 ’22: 60Q4 ’22Q4 ’25: 103Q1 ’26: 118Q1 ’26Q2 ’26: 7filingsflow.com
Total reported value
Q4 ’18: $122MQ4 ’18Q1 ’19: $227MQ2 ’19: $174MQ2 ’19Q3 ’19: $162MQ2 ’21: $118MQ2 ’21Q4 ’21: $360MQ4 ’22: $76MQ4 ’22Q4 ’25: $120MQ1 ’26: $139MQ1 ’26Q2 ’26: $3Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Peapod Lane Capital LLC$122M AUM2.74%$3M248.3KQ1 2026OLDER
Global Alpha Capital Management Ltd.$1.7B AUM2.36%$39M2.93MQ1 2026OLDER
FLAX POND CAPITAL, LLC$124M AUM1.85%$2M171.1KQ1 2026OLDER
FIRST WILSHIRE SECURITIES MANAGEMENT INC$444M AUM1.75%$8M578.1KQ1 2026OLDER
Riverwater Partners LLC$300M AUM1.47%$4M329.2KQ1 2026OLDER
Teton Advisors, LLC$142M AUM1.07%$2M113.0KQ1 2026OLDER
Oakum Bay Capital LLC$187M AUM0.41%$756,95556.4KQ1 2026OLDER
WHITE PINE CAPITAL LLC$355M AUM0.37%$1M97.6KQ1 2026OLDER
SFE Investment Counsel$635M AUM0.13%$805,33460.0KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.13%$2M180.4KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.12%$167,41512.5KQ1 2026OLDER
Beartown Capital Management, LLC$209M AUM0.12%$162,76212.9KQ4 2025OLDER
Byrne Asset Management LLC$185M AUM0.10%$170,04512.7KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.08%$1M96.4KQ1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.08%$608,37946.3KQ2 2026
Penn Capital Management Company, LLC$1.3B AUM0.04%$551,00937.1KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.04%$141,89010.6KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.04%$4M293.2KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.03%$1M88.2KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.03%$252,29618.8KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$66,7163.8KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.02%$525,52739.2KQ1 2026OLDER
FIRST INTERSTATE BANK$1.8B AUM0.02%$335,50025.0KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$2M149.5KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$536,80040.0KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$670,10149.9KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.01%$2M146.7KQ2 2026
XTX Topco Ltd$5.8B AUM0.01%$359,02526.8KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$3M210.8KQ3 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$65,3554.9KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$228,14017.0KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$356,11426.5KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$159,37611.9KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$41,3863.2KQ2 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1M75.3KQ1 2026OLDER
EVERETT HARRIS & CO /CA/$7.8B AUM0.00%$271,23220.2KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$386,76428.8KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$248,63819.0KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$12,575937Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$45,4403.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$842,21262.8KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.00%$388,37528.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$6M428.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$43,7633.3KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$160,51512.0KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$21,5891.7KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$680,13045.8KQ3 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$181,80912.2KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$131,0469.8KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$19,4051.4KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$863,45664.3KQ1 2026OLDER
Colonial Trust Advisors$1.3B AUM0.00%$5,940400Q3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$48,3123.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$367,67829.1KQ4 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1,571117Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M164.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$1M103.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$6M416.8KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.00%$3,297222Q3 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$72554Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$244,29419.4KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$528,05039.3KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$13,1001.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$11M788.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$15M1.11MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$2M137.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$282,96721.1KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$83,1236.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$140,70910.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$735,26854.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$185,20913.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$12M968.0KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$215,83416.1KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$171,72212.8KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$5,596417Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$4M333.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$3,978303Q2 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$106,0057.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$36023Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$6,710500Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$307,43822.9KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$7,394551Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$4,976379Q2 2026
Bare Financial Services, Inc$378M AUM0.00%$45536Q4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$456,90034.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$972,80272.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$542,67240.4KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$582,29443.4KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$778,34758.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$1M108.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$154,34611.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$1M96.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$422,48931.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$434,60732.4KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$675Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$161,61712.0KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$81,5946.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$283,05521.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$219,99416.4KQ2 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$10,521784Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$12,118816Q3 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$413.1KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1088Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$80560Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$48,1513.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$44333Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$88,8406.6KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$72554Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$15611.6KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$151.2KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$222,22216.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$10,038748Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$208,09815.5KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$12,105902Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$8,387625Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$19,6741.5KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,11483Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$10,387774Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$7,462556Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$5,569415Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1,704135Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$56,5134.2KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$403Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$17912Q3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$141Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5,046376Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$16212Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$403Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,147160Q2 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$403Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$54540Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1,00096Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.