Limoneira Ownership | Who Owns Limoneira?
Limoneira Ownership Summary
Limoneira is owned by 58.58% institutional investors, 8.77% insiders, and 32.65% retail investors. Global alpha capital management is the largest institutional shareholder, holding 18.20% of LMNR shares. CC&L Global Alpha - Series A is the top mutual fund, with 8.14% of its assets in Limoneira shares.
LMNR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Limoneira | 58.58% | 8.77% | 32.65% |
| Sector | Consumer Defensive Stocks | 51.35% | 16.41% | 32.24% |
| Industry | Farm Stocks | 36.88% | 25.47% | 37.65% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Global alpha capital management | 3.24M | 18.20% | $50.76M |
| Blackrock | 1.14M | 6.46% | $23.80M |
| Blackrock funding, inc. /de | 1.15M | 6.44% | $17.97M |
| Vanguard group | 946.00K | 5.33% | $23.14M |
| Dimensional fund advisors lp | 521.64K | 2.94% | $12.76M |
| Geode capital management | 373.12K | 2.10% | $9.13M |
| State street | 300.38K | 1.70% | $6.25M |
| First wilshire securities management | 259.96K | 1.46% | $4.07M |
| Riverwater partners | 239.96K | 1.35% | $3.76M |
| Gamco investors, inc. et al | 222.00K | 1.25% | $3.47M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Global alpha capital management | 3.24M | 3.16% | $50.76M |
| Riverwater partners | 239.96K | 1.77% | $3.76M |
| Teton advisors | 118.00K | 1.12% | $1.85M |
| First wilshire securities management | 259.96K | 1.11% | $4.07M |
| White pine capital | 114.17K | 0.94% | $2.79M |
| Quinn opportunity partners | 180.36K | 0.24% | $2.82M |
| Sfe investment counsel | 60.01K | 0.17% | $939.16K |
| Bulldog investors, llp | 20.00K | 0.08% | $313.00K |
| Covestor | 6.18K | 0.06% | $97.00K |
| Baker ellis asset management | 30.55K | 0.06% | $453.67K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Qube research | 74.12K | 0.00% | 62.08K |
| Jpmorgan chase | 38.56K | 0.00% | 29.47K |
| Gamco investors, inc. et al | 222.00K | 0.03% | 22.00K |
| Goldman sachs group | 67.06K | 0.00% | 19.08K |
| Walleye capital | 14.04K | 0.00% | 14.04K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Old west investment management | - | - | -439.68K |
| Scoggin management lp | - | - | -175.00K |
| Acuitas investments | - | - | -59.56K |
| Sg capital management | - | - | -50.05K |
| Schonfeld strategic advisors | - | - | -43.22K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Walleye capital | 14.04K | 0.00% | 14.04K | $219.77K |
| Penn capital management company | 13.46K | 0.02% | 13.46K | $210.65K |
| Cibc private wealth group | 6.00K | 0.00% | 6.00K | $93.90K |
| Raymond james financial | 1.35K | - | 1.35K | $21.13K |
| Barrow hanley mewhinney & strauss | 816.00 | - | 816.00 | $12.77K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Rothschild investment | -5.00 |
| Advisor group | -8.00 |
| Capital performance advisors llp | -57.00 |
| Lazard asset management | -140.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 100 | -7.41% | 10,022,130 | -4.91% | 56 | 1.60% | 46 | -6.12% | 23 | - |
| Sep 30, 2024 | 107 | 9.18% | 10,538,174 | -0.32% | 59 | 1.67% | 49 | 32.43% | 23 | -23.33% |
| Jun 30, 2024 | 97 | 3.19% | 10,572,002 | 0.64% | 59 | 1.68% | 36 | 20.00% | 30 | -9.09% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| CC&L Global Alpha - Series A | 1.47M | 8.14% | -12.50K |
| Global Alpha Global Small Cap | 661.09K | 3.66% | - |
| Vanguard US Total Market Shares ETF | 587.47K | 3.26% | - |
| Vanguard Total Stock Mkt Idx Inv | 575.59K | 3.19% | -12.03K |
| iShares Russell 2000 ETF | 401.05K | 2.22% | - |
| 1290 VT GAMCO Small Company Value IB | 235.00K | 1.30% | 16.00K |
| First Wilshire US SCV Equities SMA | 222.13K | 1.23% | -1.45K |
| Vanguard Institutional Extnd Mkt Idx Tr | 173.22K | 0.96% | -78.93K |
| Fidelity Small Cap Index | 168.53K | 0.93% | -1.69K |
| 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 Q2 | - | - |
| 2024 Q4 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
LMNR Ownership FAQ
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