LIMONEIRA CO (LMNR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
110
Reporting holders
$148.0M
Reported value
62.1%
Of shares outstanding
0.1%
Held as options
-3
Holder change
Institutions report 11,259,007 shares against 18,132,007 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Global Alpha Capital Management Ltd. | $38.1M | 2,898,549 | 2.28% | 31q | -0.9%-$363.9K |
| BlackRock, Inc. | $15.1M | 1,147,405 | 0.00% | 8q | +3.6%+$528.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.4M | 715,090 | 0.00% | 2q | -9.3%-$959.2K |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | $7.7M | 586,536 | 1.59% | 31q | +1.5%+$111.3K |
| AMERIPRISE FINANCIAL INC | $6.8M | 517,570 | 0.00% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $5.4M | 414,572 | 0.00% | 31q | -0.5%-$29.2K |
| DIMENSIONAL FUND ADVISORS LP | $4.9M | 369,925 | 0.00% | 31q | -13.7%-$770.5K |
| FLAX POND CAPITAL, LLC | $4.7M | 355,140 | 1.74% | 3q | +107.5%+$2.4M |
| STATE STREET CORP | $4.5M | 346,289 | 0.00% | 31q | +3.8%+$167.9K |
| Peapod Lane Capital LLC | $4.5M | 340,880 | 3.02% | 5q | +37.3%+$1.2M |
| Riverwater Partners LLC | $4.4M | 337,437 | 1.32% | 19q | +2.5%+$108.4K |
| GAMCO INVESTORS, INC. ET AL | $3.8M | 293,200 | 0.03% | 26q | HELD |
| MORGAN STANLEY | $2.9M | 218,774 | 0.00% | 35q | +86.3%+$1.3M |
| Quinn Opportunity Partners LLC | $2.4M | 180,357 | 0.11% | 11q | HELD |
| WHITE PINE CAPITAL LLC | $2.0M | 154,404 | 0.48% | 28q | -27.4%-$765.1K |
| GABELLI FUNDS LLC | $2.0M | 149,500 | 0.01% | 25q | HELD |
| NORTHERN TRUST CORP | $1.9M | 142,460 | 0.00% | 31q | +3.3%+$59.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5M | 112,339 | 0.00% | 2q | +16.6%+$210.0K |
| Teton Advisors, LLC | $1.5M | 111,000 | 0.84% | 4q | -1.8%-$26.3K |
| VANGUARD FIDUCIARY TRUST CO | $1.4M | 108,142 | 0.00% | 2q | +4.9%+$66.8K |
| Cinctive Capital Management LP | $1.3M | 96,454 | 0.05% | 2q | HELD |
| CITADEL ADVISORS LLC | $1.2M | 89,890 | 0.00% | 6q | -30.8%-$524.9K |
| Quantinno Capital Management LP | $1.2M | 88,604 | 0.00% | 5q | +41.2%+$339.4K |
| Robertson Stephens Wealth Management, LLC | $1.2M | 88,205 | 0.03% | 2q | HELD |
| Federation des caisses Desjardins du Quebec | $989.2K | 75,327 | 0.00% | 38q | HELD |
| Rathbones Group PLC | $963.2K | 73,360 | 0.00% | 28q | HELD |
| UBS Group AG | $858.7K | 65,398 | 0.00% | 31q | +107.7%+$445.3K |
| SFE Investment Counsel | $787.9K | 60,010 | 0.11% | 27q | HELD |
| D. E. Shaw & Co., Inc. | $785.0K | 59,786 | 0.00% | 5q | -7.1%-$59.8K |
| AQR CAPITAL MANAGEMENT LLC | $744.7K | 56,714 | 0.00% | 5q | +147.6%+$443.9K |
| Nuveen, LLC | $719.4K | 54,789 | 0.00% | 6q | HELD |
| GOLDMAN SACHS GROUP INC | $684.4K | 52,122 | 0.00% | 14q | -28.1%-$267.4K |
| Bank of New York Mellon Corp | $658.6K | 50,161 | 0.00% | 31q | +24.0%+$127.7K |
| Advisors Asset Management, Inc. | $641.4K | 48,849 | 0.01% | 12q | -2.2%-$14.2K |
| ENVESTNET ASSET MANAGEMENT INC | $611.7K | 46,584 | 0.00% | 2q | +36.8%+$164.6K |
| Marquette Asset Management, LLC | $608.4K | 46,335 | 0.08% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $551.7K | 42,021 | 0.00% | 13q | -3.2%-$18.0K |
| Sixth Street Partners Management Company, L.P. | $551.7K | 42,021 | 0.00% | new | NEW |
| Mutual Advisors, LLC | $525.2K | 40,000 | 0.01% | 27q | HELD |
| Sowell Financial Services LLC | $514.2K | 39,160 | 0.02% | 7q | HELD |
| AMERICAN CENTURY COMPANIES INC | $513.7K | 39,127 | 0.00% | 12q | -0.6%-$2.9K |
| Stratos Wealth Partners, LTD. | $414.1K | 31,536 | 0.00% | 14q | +18.8%+$65.7K |
| Vident Advisory, LLC | $378.4K | 28,820 | 0.00% | 2q | HELD |
| FULLER & THALER ASSET MANAGEMENT, INC. | $376.5K | 28,675 | 0.00% | 31q | -0.9%-$3.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $351.1K | 26,738 | 0.00% | 2q | +155.0%+$213.4K |
| First Interstate Bank | $328.2K | 25,000 | 0.02% | 30q | HELD |
| WELLS FARGO & COMPANY/MN | $317.4K | 24,171 | 0.00% | 31q | -26.3%-$113.1K |
| RHUMBLINE ADVISERS | $279.7K | 21,300 | 0.00% | 13q | +1.0%+$2.8K |
| XTX Topco Ltd | $260.5K | 19,837 | 0.00% | 2q | -25.9%-$90.8K |
| WHITTIER TRUST CO | $253.0K | 18,980 | 0.00% | 31q | HELD |
| Invesco Ltd. | $245.3K | 18,685 | 0.00% | 12q | -11.4%-$31.6K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $223.2K | 17,000 | 0.00% | 4q | HELD |
| R Squared Ltd | $221.9K | 16,903 | 0.12% | new | NEW |
| DEUTSCHE BANK AG\ | $215.3K | 16,394 | 0.00% | 2q | +36.1%+$57.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $207.5K | 15,801 | 0.00% | 11q | -43.2%-$157.5K |
| FMR LLC | $190.0K | 14,469 | 0.00% | 18q | +243.6%+$134.7K |
| Parvin Asset Management, LLC | $180.5K | 13,750 | 0.14% | 7q | +10.2%+$16.7K |
| EntryPoint Capital, LLC | $174.5K | 13,291 | 0.04% | 3q | +25.7%+$35.7K |
| Abel Hall, LLC | $174.1K | 13,261 | 0.03% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $166.3K | 12,668 | 0.00% | 15q | -23.5%-$51.1K |
| EVERETT HARRIS & CO /CA/ | $154.5K | 11,769 | 0.00% | 31q | -41.8%-$110.8K |
| Schonfeld Strategic Advisors LLC | $154.4K | 11,759 | 0.00% | 2q | -1.7%-$2.7K |
| Trexquant Investment LP | $142.6K | 10,861 | 0.00% | new | NEW |
| HSBC HOLDINGS PLC | $138.8K | 10,545 | 0.00% | 3q | -7.9%-$11.9K |
| IMC-Chicago, LLC | $133.9K | options only | 0.00% | new | OPTIONS |
| Russell Investments Group, Ltd. | $127.9K | 9,740 | 0.00% | 14q | -29.4%-$53.3K |
| MetLife Investment Management, LLC | $123.5K | 9,407 | 0.00% | 13q | -3.7%-$4.7K |
| CITIGROUP INC | $102.0K | 7,769 | 0.00% | 31q | +903.7%+$91.8K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $101.6K | 7,736 | 0.00% | 9q | -2.1%-$2.1K |
| JPMORGAN CHASE & CO | $99.8K | 7,627 | 0.00% | 31q | -50.7%-$102.7K |
| Vanguard Global Advisers, LLC | $79.8K | 6,080 | 0.00% | 2q | HELD |
| Leonteq Securities AG | $56.8K | 4,326 | 0.00% | 23q | +27.8%+$12.3K |
| Police & Firemen's Retirement System of New Jersey | $47.3K | 3,600 | 0.00% | 7q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $44.4K | 3,378 | 0.00% | 31q | -5.9%-$2.8K |
| Versant Capital Management, Inc | $41.4K | 3,152 | 0.00% | 3q | -1.4% |
| BARCLAYS PLC | $32.7K | 2,493 | 0.00% | 16q | -62.3%-$54.2K |
| TRUST CO OF VERMONT | $32.7K | 2,490 | 0.00% | 4q | +45.6%+$10.2K |
| Arax Advisory Partners | $20.3K | 1,545 | 0.00% | 5q | +270.5%+$14.8K |
| PNC Financial Services Group, Inc. | $20.0K | 1,521 | 0.00% | 31q | +173.6%+$12.7K |
| Legal & General Group Plc | $19.2K | 1,466 | 0.00% | 13q | HELD |
| Ameritas Investment Partners, Inc. | $19.0K | 1,446 | 0.00% | 13q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $13.4K | 1,000 | 0.00% | 31q | HELD |
| Tower Research Capital LLC (TRC) | $13.1K | 998 | 0.00% | 19q | -69.4%-$29.7K |
| NISA INVESTMENT ADVISORS, LLC | $10.3K | 784 | 0.00% | 12q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $9.8K | 748 | 0.00% | 13q | HELD |
| OSAIC HOLDINGS, INC. | $8.2K | 625 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $8.0K | 651 | 0.00% | 31q | +578.1%+$6.8K |
| Ancora Advisors LLC | $6.6K | 500 | 0.00% | 4q | HELD |
| Integrated Wealth Concepts LLC | $5.7K | 435 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $5.1K | 391 | 0.00% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $5.0K | 379 | 0.00% | 5q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.9K | 376 | 0.00% | 3q | HELD |
| Sterling Capital Management LLC | $4.5K | 339 | 0.00% | 8q | -38.5%-$2.8K |
| GAMMA Investing LLC | $4.0K | 303 | 0.00% | 11q | +150.4%+$2.4K |
| SIMPLEX TRADING, LLC | $3.2K | 241 | 0.00% | 4q | -41.9%-$2.3K |
| Allworth Financial LP | $2.9K | 222 | 0.00% | 31q | +167.5%+$1.8K |
| JONES FINANCIAL COMPANIES LLLP | $1.6K | 118 | 0.00% | 4q | +195.0%+$1.0K |
| Essential Partners LLC | $1.6K | 120 | 0.00% | 5q | +252.9%+$1.1K |
| EverSource Wealth Advisors, LLC | $958 | 73 | 0.00% | 7q | +21.7% |
| FIFTH THIRD BANCORP | $919 | 70 | 0.00% | new | NEW |
Showing the largest 100 of 113 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 110 | $148.0M | 11,259,007 | 12 | 36 | 35 | 0.1% |
| Q1 2026 | 113 | $141.8M | 10,479,096 | 16 | 39 | 29 | 0.8% |
| Q4 2025 | 102 | $125.2M | 9,750,442 | 9 | 29 | 35 | 1.7% |
| Q3 2025 | 103 | $154.6M | 10,246,828 | 10 | 34 | 28 | 1.6% |
| Q2 2025 | 110 | $165.8M | 10,451,634 | 25 | 30 | 23 | 1.3% |
| Q1 2025 | 97 | $189.1M | 10,534,821 | 9 | 25 | 29 | 1.3% |
| Q4 2024 | 97 | $242.1M | 9,884,255 | 8 | 34 | 19 | 0.2% |
| Q3 2024 | 95 | $263.2M | 9,837,899 | 15 | 26 | 20 | 1.0% |
| Q2 2024 | 86 | $207.4M | 9,904,591 | 8 | 24 | 26 | 0.6% |
| Q1 2024 | 82 | $194.4M | 9,875,230 | 4 | 21 | 27 | 0.6% |
| Q4 2023 | 84 | $206.3M | 9,973,765 | 12 | 28 | 18 | 0.2% |
| Q3 2023 | 78 | $144.3M | 9,415,941 | 8 | 21 | 19 | 0.0% |
| Q2 2023 | 75 | $146.6M | 9,413,423 | 15 | 23 | 18 | 0.1% |
| Q1 2023 | 74 | $139.8M | 8,292,389 | 14 | 24 | 20 | 1.2% |
| Q4 2022 | 62 | $85.2M | 6,949,688 | 9 | 19 | 12 | 0.3% |
| Q3 2022 | 67 | $101.4M | 7,676,378 | 3 | 17 | 22 | 0.2% |
| Q2 2022 | 71 | $112.3M | 7,937,047 | 12 | 16 | 22 | 0.4% |
| Q1 2022 | 79 | $132.1M | 8,962,782 | 6 | 21 | 21 | 0.4% |
| Q4 2021 | 84 | $127.2M | 8,445,486 | 14 | 15 | 26 | 0.4% |
| Q3 2021 | 74 | $139.5M | 8,619,155 | 5 | 17 | 26 | 0.1% |
| Q2 2021 | 76 | $163.6M | 9,317,505 | 3 | 23 | 28 | 0.0% |
| Q1 2021 | 84 | $162.3M | 9,273,072 | 14 | 20 | 33 | 0.0% |
| Q4 2020 | 76 | $161.4M | 9,662,274 | 6 | 25 | 21 | 0.3% |
| Q3 2020 | 77 | $139.8M | 9,762,858 | 7 | 15 | 30 | 0.0% |
| Q2 2020 | 81 | $152.0M | 10,471,679 | 13 | 26 | 18 | 0.1% |
| Q1 2020 | 74 | $139.6M | 10,640,499 | 6 | 25 | 14 | 0.0% |
| Q4 2019 | 77 | $201.0M | 10,453,905 | 6 | 20 | 27 | 0.0% |
| Q3 2019 | 83 | $190.0M | 10,235,810 | 15 | 30 | 18 | 1.1% |
| Q2 2019 | 76 | $203.4M | 10,210,411 | 9 | 30 | 18 | 0.0% |
| Q1 2019 | 82 | $230.8M | 9,806,829 | 12 | 24 | 23 | 0.1% |
| Q4 2018 | 81 | $183.2M | 9,320,095 | 0 | 1 | 3 | 0.5% |