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 7.88% 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 | 33.57% | 17.09% | 49.33% |
| Industry | Farm Stocks | 23.23% | 27.05% | 49.71% |
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 |
| State street | 333.50K | 1.86% | $4.48M |
| Riverwater partners | 329.18K | 1.84% | $4.42M |
| Gamco investors, inc. et al | 293.20K | 1.64% | $3.93M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Peapod lane capital | 248.34K | 2.74% | $3.34M |
| 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 |
| Byrne asset management | 12.67K | 0.10% | $170.04K |
| Cinctive capital management lp | 96.43K | 0.08% | $1.29M |
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 |
| Robertson stephens wealth management | 88.20K | 0.03% | 88.20K |
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 |
| Vident advisory | 28.82K | 0.00% | 28.82K | $386.76K |
| Xtx topco | 26.75K | 0.01% | 26.75K | $359.02K |
| Hrt financial lp | 20.39K | 0.00% | 20.39K | $273.00K |
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 | 1.43M | 7.88% | - |
| Global Alpha Global Small Cap | 645.76K | 3.56% | -8.13K |
| 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 | 539.63K | 2.98% | -34.29K |
| iShares Russell 2000 ETF | 377.76K | 2.08% | 3.20K |
| 1290 VT GAMCO Small Company Value IB | 290.00K | 1.60% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 195.90K | 1.08% | - |
| Fidelity Small Cap Index | 161.88K | 0.89% | 1.15K |
| FullerThaler Behavioral Micro-Cap Core | 153.34K | 0.85% | 410.00 |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools