Limoneira Ownership | Who Owns Limoneira?
Limoneira Ownership Summary
Limoneira is owned by 54.16% institutional investors, 9.66% insiders, and 36.18% retail investors. Global alpha capital management is the largest institutional shareholder, holding 16.34% of LMNR shares. CC&L Global Alpha - Series A is the top mutual fund, with 7.81% of its assets in Limoneira shares.
LMNR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Limoneira | 54.16% | 9.66% | 36.18% |
| Sector | Consumer Defensive Stocks | 33.50% | 17.42% | 49.08% |
| Industry | Farm Stocks | 23.83% | 23.01% | 53.16% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Global alpha capital management | 2.93M | 16.34% | $39.27M |
| Blackrock | 1.14M | 6.46% | $23.80M |
| Blackrock funding, inc. /de | 1.11M | 6.18% | $14.86M |
| Vanguard group | 967.96K | 5.43% | $12.22M |
| First wilshire securities management | 578.06K | 3.23% | $7.76M |
| Dimensional fund advisors lp | 428.61K | 2.39% | $5.75M |
| Geode capital management | 416.80K | 2.33% | $5.59M |
| Peapod lane capital | 340.88K | 1.90% | $4.48M |
| State street | 333.50K | 1.86% | $4.48M |
| Riverwater partners | 329.18K | 1.84% | $4.42M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Peapod lane capital | 340.88K | 3.02% | $4.48M |
| Global alpha capital management | 2.93M | 2.36% | $39.27M |
| First wilshire securities management | 578.06K | 1.75% | $7.76M |
| Riverwater partners | 329.18K | 1.47% | $4.42M |
| Teton advisors | 118.00K | 1.12% | $1.85M |
| White pine capital | 97.63K | 0.37% | $1.31M |
| Sfe investment counsel | 60.01K | 0.13% | $805.33K |
| Quinn opportunity partners | 180.36K | 0.13% | $2.42M |
| Cinctive capital management lp | 96.43K | 0.08% | $1.29M |
| Marquette asset management | 46.34K | 0.08% | $608.38K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First wilshire securities management | 578.06K | 1.75% | 317.87K |
| Citadel advisors | 129.87K | 0.00% | 107.92K |
| Vanguard fiduciary trust | 103.05K | 0.00% | 103.05K |
| Cinctive capital management lp | 96.43K | 0.08% | 96.43K |
| Peapod lane capital | 340.88K | 3.02% | 92.54K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Old west investment management | - | - | -439.68K |
| Universal- beteiligungs- und servicegesellschaft mbh | - | - | -210.83K |
| Scoggin management lp | - | - | -175.00K |
| Dimensional fund advisors lp | 428.61K | 0.00% | -76.61K |
| Acuitas investments | - | - | -59.56K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 103.05K | 0.00% | 103.05K | $1.38M |
| Cinctive capital management lp | 96.43K | 0.08% | 96.43K | $1.29M |
| Marquette asset management | 46.34K | 0.08% | 46.34K | $608.38K |
| Vident advisory | 28.82K | 0.00% | 28.82K | $386.76K |
| Xtx topco | 26.75K | 0.01% | 26.75K | $359.02K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Clearstead advisors | -12.00 |
| Bare financial services | -36.00 |
| Capital performance advisors llp | -57.00 |
| Sierra ocean | -67.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 104 | - | 10,526,415 | 1.19% | 59 | 1.72% | 39 | -17.02% | 32 | 33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| CC&L Global Alpha - Series A | 1.42M | 7.81% | -12.67K |
| Global Alpha Global Small Cap | 638.71K | 3.52% | -7.05K |
| Vanguard US Total Market Shares ETF | 587.47K | 3.26% | - |
| First Wilshire US SCV Equities SMA | 578.06K | 3.19% | 355.70K |
| Vanguard Total Stock Mkt Idx Inv | 504.63K | 2.78% | -35.00K |
| iShares Russell 2000 ETF | 399.43K | 2.20% | 2.38K |
| Columbia Small Cap Value Discv A | 350.42K | 1.93% | 177.76K |
| Columbia Small Cap Value Discovery Fund | 350.42K | 1.93% | 350.42K |
| 1290 VT GAMCO Small Company Value IB | 290.00K | 1.60% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 192.13K | 1.06% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 29, 2023 | Edwards Harold S | President and CEO | Sell | $15.39K |
| Jun 29, 2023 | PALAMOUNTAIN MARK | CFO and Treasurer | Sell | $7.69K |
| May 30, 2023 | Edwards Harold S | President and CEO | Sell | $16.25K |
| May 30, 2023 | PALAMOUNTAIN MARK | CFO and Treasurer | Sell | $8.12K |
| May 01, 2023 | Edwards Harold S | President and CEO | Sell | $16.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q2 | - | - |
| 2024 Q4 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
LMNR Ownership FAQ
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