LMNR Institutional Ownership & Shareholders
LIMONEIRA CO (LMNR) is currently held by 111 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $143.21M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Global Alpha Capital Management Ltd. is currently the largest disclosed institutional shareholder of LMNR tracked by InsiderSet, reporting ownership valued at approximately $38.06M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $30.96M, representing an estimated loss of -18.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed LMNR value among the investors covered in this analysis. Major shareholders include Global Alpha Capital Management Ltd., Blackrock, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in LIMONEIRA CO (LMNR).
This page ranks the largest institutional LMNR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
111
Total Reported Value
$143.21M
Largest Holder
Global Alpha Capital Management Ltd.
Largest Position
$38.06M
Insider Transactions (90d)
3
Latest Filing Quarter
Q2 2026
New Institutional Positions
138
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Global Alpha Capital Management Ltd. | 2.28% | 2,898,549 | $38,057,948 | $30,956,503 | -$7,101,445 | -18.66% | |
| Blackrock, Inc. | 0.00% | 1,147,405 | $15,065,428 | $12,254,285 | -$2,811,143 | -18.66% | |
| Vanguard Capital Management Llc | 0.00% | 715,090 | $9,389,132 | $7,637,161 | -$1,751,971 | -18.66% | |
| First Wilshire Securities Management Inc | 1.59% | 586,536 | $7,701,218 | $6,264,204 | -$1,437,014 | -18.66% | |
| Ameriprise Financial Inc | 0.00% | 517,570 | $6,795,694 | $5,527,648 | -$1,268,046 | -18.66% | |
| Geode Capital Management, Llc | 0.00% | 414,572 | $5,444,630 | $4,427,629 | -$1,017,001 | -18.68% | |
| Dimensional Fund Advisors Lp | 0.00% | 369,925 | $4,857,082 | $3,950,799 | -$906,283 | -18.66% | |
| State Street Corp | 0.00% | 346,289 | $4,546,775 | $3,698,367 | -$848,408 | -18.66% | |
| Riverwater Partners Llc | 1.32% | 337,437 | $4,430,547 | $3,603,827 | -$826,720 | -18.66% | |
| Gamco Investors, Inc. Et Al | 0.03% | 293,200 | $3,849,716 | $3,131,376 | -$718,340 | -18.66% | |
| Peapod Lane Capital Llc | 2.83% | 319,344 | $3,800,199 | $3,410,594 | -$389,605 | -10.25% | |
| Morgan Stanley | 0.00% | 218,774 | $2,872,517 | $2,336,506 | -$536,011 | -18.66% | |
| Quinn Opportunity Partners Llc | 0.11% | 180,357 | $2,368,087 | $1,926,213 | -$441,874 | -18.66% | |
| Flax Pond Capital, Llc | 1.65% | 180,008 | $2,363,505 | $1,922,485 | -$441,020 | -18.66% | |
| Gabelli Funds Llc | 0.01% | 149,500 | $1,962,935 | $1,596,660 | -$366,275 | -18.66% | |
| Northern Trust Corp | 0.00% | 142,460 | $1,870,500 | $1,521,473 | -$349,027 | -18.66% | |
| White Pine Capital Llc | 0.42% | 115,050 | $1,543,966 | $1,228,734 | -$315,232 | -20.42% | |
| Vanguard Portfolio Management Llc | 0.00% | 112,339 | $1,475,011 | $1,199,781 | -$275,230 | -18.66% | |
| Teton Advisors, Llc | 0.84% | 111,000 | $1,457,430 | $1,185,480 | -$271,950 | -18.66% | |
| Vanguard Fiduciary Trust Co | 0.00% | 108,142 | $1,419,904 | $1,154,957 | -$264,947 | -18.66% | |
| Cinctive Capital Management Lp | 0.05% | 96,454 | $1,266,441 | $1,030,129 | -$236,312 | -18.66% | |
| Citadel Advisors Llc | 0.00% | 89,890 | $1,180,256 | $960,025 | -$220,231 | -18.66% | |
| Quantinno Capital Management Lp | 0.00% | 88,604 | $1,163,371 | $946,291 | -$217,080 | -18.66% | |
| Robertson Stephens Wealth Management, Llc | 0.03% | 88,205 | $1,049,640 | $942,029 | -$107,611 | -10.25% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 75,327 | $989,198 | $804,492 | -$184,706 | -18.67% | |
| Rathbones Group Plc | 0.00% | 73,360 | $963,216 | $783,485 | -$179,731 | -18.66% | |
| Ubs Group Ag | 0.00% | 65,398 | $858,676 | $698,451 | -$160,225 | -18.66% | |
| D. E. Shaw & Co., Inc. | 0.00% | 59,786 | $784,990 | $638,514 | -$146,476 | -18.66% | |
| Oakum Bay Capital Llc | 0.41% | 56,405 | $756,955 | $602,405 | -$154,550 | -20.42% | |
| Aqr Capital Management Llc | 0.00% | 56,714 | $744,655 | $605,706 | -$138,949 | -18.66% | |
| Nuveen, Llc | 0.00% | 54,789 | $719,380 | $585,147 | -$134,233 | -18.66% | |
| Sfe Investment Counsel | 0.10% | 60,010 | $714,119 | $640,907 | -$73,212 | -10.25% | |
| Goldman Sachs Group Inc | 0.00% | 52,122 | $684,362 | $556,663 | -$127,699 | -18.66% | |
| Bank Of New York Mellon Corp | 0.00% | 50,161 | $658,621 | $535,719 | -$122,902 | -18.66% | |
| Envestnet Asset Management Inc | 0.00% | 46,584 | $611,651 | $497,517 | -$114,134 | -18.66% | |
| Charles Schwab Investment Management Inc | 0.00% | 42,021 | $551,736 | $448,784 | -$102,952 | -18.66% | |
| Mutual Advisors, Llc | 0.01% | 40,000 | $525,200 | $427,200 | -$98,000 | -18.66% | |
| American Century Companies Inc | 0.00% | 39,127 | $513,738 | $417,876 | -$95,862 | -18.66% | |
| Sowell Financial Services Llc | 0.01% | 39,160 | $466,004 | $418,229 | -$47,775 | -10.25% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 31,536 | $414,068 | $336,804 | -$77,264 | -18.66% | |
| Vident Advisory, Llc | 0.00% | 28,820 | $378,407 | $307,798 | -$70,609 | -18.66% | |
| Fuller & Thaler Asset Management, Inc. | 0.00% | 28,675 | $376,503 | $306,249 | -$70,254 | -18.66% | |
| Wells Fargo & Company/Mn | 0.00% | 24,171 | $317,365 | $258,146 | -$59,219 | -18.66% | |
| First Interstate Bank | 0.02% | 25,000 | $297,500 | $267,000 | -$30,500 | -10.25% | |
| Rhumbline Advisers | 0.00% | 21,300 | $279,660 | $227,484 | -$52,176 | -18.66% | |
| Xtx Topco Ltd | 0.00% | 19,837 | $260,460 | $211,859 | -$48,601 | -18.66% | |
| Whittier Trust Co | 0.00% | 18,980 | $253,003 | $202,706 | -$50,297 | -19.88% | |
| Invesco Ltd. | 0.00% | 18,685 | $245,333 | $199,556 | -$45,777 | -18.66% | |
| Telos Capital Management, Inc. | 0.02% | 20,191 | $240,273 | $215,640 | -$24,633 | -10.25% | |
| Bridgeway Capital Management, Llc | 0.00% | 17,000 | $223,210 | $181,560 | -$41,650 | -18.66% |
Frequently asked questions about LMNR
Who are the largest institutional holders of LMNR?
The largest institutional holders of LMNR reported in the latest SEC Form 13F filings include Global Alpha Capital Management Ltd., Blackrock, Inc., Vanguard Capital Management Llc, First Wilshire Securities Management Inc, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported LMNR position.
What is LMNR institutional ownership?
This page tracks LMNR positions reported by institutional investment managers through SEC Form 13F. LIMONEIRA CO (LMNR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LMNR?
InsiderSet currently tracks 111 institutional managers reporting LMNR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LMNR shareholders.
How much LMNR stock do institutions own?
Institutional investment managers disclosed approximately $143.21M in LMNR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LMNR institutional ownership last updated?
The latest LMNR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LMNR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LMNR position after the reporting date.
Are institutions buying or selling LMNR?
Institutional buying and selling can be analyzed by comparing LMNR positions across consecutive 13F reporting periods. InsiderSet's LMNR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LMNR ownership changes.
How has LMNR institutional ownership changed over time?
InsiderSet tracks LMNR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.