Limoneira Ownership | Who Owns Limoneira?
Limoneira Ownership Summary
Limoneira is owned by 61.95% institutional investors, 9.70% insiders, and 28.35% retail investors. Global alpha capital management is the largest institutional shareholder, holding 16.17% of LMNR shares. CC&L Global Alpha - Series A is the top mutual fund, with 7.75% of its assets in Limoneira shares.
LMNR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Limoneira | 61.95% | 9.70% | 28.35% |
| Sector | Consumer Defensive Stocks | 52.60% | 17.13% | 30.27% |
| Industry | Farm Stocks | 39.08% | 22.71% | 38.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Global alpha capital management | 2.90M | 16.17% | $38.06M |
| Blackrock | 1.14M | 6.46% | $23.80M |
| Blackrock funding, inc. /de | 1.15M | 6.40% | $15.07M |
| Vanguard group | 967.96K | 5.43% | $12.22M |
| Vanguard capital management | 715.09K | 3.99% | $9.39M |
| First wilshire securities management | 586.54K | 3.27% | $7.70M |
| Ameriprise financial | 517.57K | 2.89% | $6.80M |
| Geode capital management | 414.57K | 2.31% | $5.44M |
| Dimensional fund advisors lp | 369.93K | 2.06% | $4.86M |
| State street | 346.29K | 1.93% | $4.55M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Peapod lane capital | 340.88K | 3.02% | $4.48M |
| Global alpha capital management | 2.90M | 2.28% | $38.06M |
| First wilshire securities management | 586.54K | 1.59% | $7.70M |
| Riverwater partners | 337.44K | 1.32% | $4.43M |
| Teton advisors | 118.00K | 1.12% | $1.85M |
| White pine capital | 154.40K | 0.48% | $2.03M |
| Parvin asset management | 13.75K | 0.14% | $180.54K |
| R squared | 16.90K | 0.12% | $221.94K |
| Quinn opportunity partners | 180.36K | 0.11% | $2.37M |
| Sfe investment counsel | 60.01K | 0.11% | $787.93K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 517.57K | 0.00% | 517.57K |
| Morgan stanley | 218.77K | 0.00% | 101.32K |
| Peapod lane capital | 340.88K | 3.02% | 92.54K |
| Marquette asset management | 46.34K | 0.08% | 46.34K |
| Sixth street partners management company | 42.02K | 0.00% | 42.02K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Old west investment management | - | - | -439.68K |
| Universal- beteiligungs- und servicegesellschaft mbh | - | - | -210.83K |
| Scoggin management lp | - | - | -175.00K |
| Vanguard capital management | 715.09K | 0.00% | -73.05K |
| Acuitas investments | - | - | -59.56K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ameriprise financial | 517.57K | 0.00% | 517.57K | $6.80M |
| Marquette asset management | 46.34K | 0.08% | 46.34K | $608.38K |
| Sixth street partners management company | 42.02K | 0.00% | 42.02K | $551.74K |
| Wedbush securities | 22.59K | 0.01% | 22.59K | $297.00K |
| R squared | 16.90K | 0.12% | 16.90K | $221.94K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Wealth preservation advisors | -5.00 |
| Mai capital management | -12.00 |
| Bare financial services | -36.00 |
| Capital performance advisors llp | -57.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 112 | -8.20% | 11,105,276 | 6.62% | 61 | 1.83% | 53 | -15.87% | 32 | 6.67% |
| Mar 31, 2026 | 101 | -9.01% | 9,698,998 | 0.41% | 54 | 1.85% | 50 | 19.05% | 24 | -38.46% |
| Dec 31, 2025 | 31 | -71.30% | 2,064,926 | -79.83% | 11 | 0.35% | 10 | -79.59% | 11 | -57.69% |
| Sep 30, 2025 | 45 | -60.87% | 2,184,502 | -79.08% | 12 | 0.36% | 14 | -74.07% | 13 | -51.85% |
| Jun 30, 2025 | 114 | 8.57% | 10,441,718 | -0.99% | 58 | 1.67% | 53 | 32.50% | 27 | -15.63% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| CC&L Global Alpha - Series A | 1.40M | 7.75% | -11.80K |
| Global Alpha Global Small Cap | 638.71K | 3.52% | - |
| Vanguard US Total Market Shares ETF | 587.47K | 3.26% | - |
| First Wilshire US SCV Equities SMA | 509.86K | 2.81% | 8.48K |
| Vanguard MStar Total Stk Mkt Idx Invest | 504.63K | 2.78% | - |
| Vanguard Total Stock Mkt Idx Inv | 504.63K | 2.78% | -35.00K |
| Vanguard Morn Total Stk Mkt Idx Investor | 504.63K | 2.78% | -35.00K |
| iShares Russell 2000 ETF | 388.41K | 2.14% | -6.91K |
| Columbia Small Cap Value Discv A | 362.32K | 2.00% | 11.90K |
| Columbia Small Cap Value Discovery Fund | 350.42K | 1.93% | 350.42K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 01, 2026 | Hamm Gregory C. | VP, CFO and Treasurer | Sell | $13.79K |
| Aug 03, 2026 | Hamm Gregory C. | VP, CFO and Treasurer | Sell | $12.99K |
| Jul 01, 2026 | Hamm Gregory C. | VP, CFO and Treasurer | Sell | $13.05K |
| Jun 01, 2026 | Hamm Gregory C. | VP, CFO and Treasurer | Sell | $12.77K |
| May 01, 2026 | Hamm Gregory C. | VP, CFO and Treasurer | Sell | $12.78K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 3 |
| 2026 Q2 | - | 3 |
| 2026 Q1 | 3 | 1 |
| 2025 Q4 | - | - |
| 2025 Q2 | - | - |
LMNR Ownership FAQ
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