Limoneira Ownership | Who Owns Limoneira?
Limoneira Ownership Summary
Limoneira is owned by 56.43% institutional investors, 8.80% insiders, and 34.77% retail investors. Global alpha capital management is the largest institutional shareholder, holding 18.38% of LMNR shares. CC&L Global Alpha - Series A is the top mutual fund, with 8.22% of its assets in Limoneira shares.
LMNR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Limoneira | 56.43% | 8.80% | 34.77% |
| Sector | Consumer Defensive Stocks | 43.92% | 15.26% | 40.82% |
| Industry | Farm Stocks | 49.24% | 14.60% | 36.16% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Global alpha capital management | 3.26M | 18.38% | $79.84M |
| Blackrock funding, inc. /de | 1.18M | 6.64% | $28.84M |
| Blackrock | 1.14M | 6.46% | $23.80M |
| Vanguard group | 946.00K | 5.33% | $23.14M |
| First wilshire securities management | 527.23K | 2.97% | $12.90M |
| Dimensional fund advisors lp | 521.64K | 2.94% | $12.76M |
| Old west investment management | 433.69K | 2.44% | $10.61M |
| Geode capital management | 373.12K | 2.10% | $9.13M |
| State street | 300.38K | 1.70% | $6.25M |
| Riverwater partners | 256.16K | 1.44% | $6.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Global alpha capital management | 3.26M | 5.79% | $79.84M |
| Old west investment management | 433.69K | 4.30% | $10.61M |
| First wilshire securities management | 527.23K | 3.50% | $12.90M |
| Riverwater partners | 256.16K | 3.05% | $6.27M |
| Teton advisors | 135.00K | 1.69% | $3.30M |
| White pine capital | 114.17K | 0.94% | $2.79M |
| Scoggin management lp | 137.50K | 0.68% | $3.36M |
| Sfe investment counsel | 60.01K | 0.31% | $1.47M |
| Covestor | 20.01K | 0.31% | $489.00K |
| Bulldog investors, llp | 20.00K | 0.13% | $489.20K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Scoggin management lp | 137.50K | 0.68% | 67.93K |
| Robertson stephens wealth management | 101.46K | 0.09% | 60.01K |
| Riverwater partners | 256.16K | 3.05% | 55.74K |
| Sowell financial services | 39.16K | 0.05% | 39.16K |
| Jpmorgan chase | 38.56K | 0.00% | 29.47K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First wilshire securities management | 527.23K | 3.50% | -165.98K |
| Schonfeld strategic advisors | 20.61K | 0.00% | -81.29K |
| Acuitas investments | - | - | -59.56K |
| Sg capital management | - | - | -50.05K |
| Old west investment management | 433.69K | 4.30% | -36.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sowell financial services | 39.16K | 0.05% | 39.16K | $957.85K |
| Atom investors lp | 16.73K | 0.05% | 16.73K | $409.14K |
| Macquarie group | 26.00 | - | 26.00 | $539.00 |
| Eversource wealth advisors | 15.00 | - | 15.00 | $367.00 |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Rothschild investment | -5.00 |
| Capital performance advisors llp | -57.00 |
| Reuter james wealth management | -257.00 |
| Metropolitan life insurance co/ny | -964.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 94 | -1.05% | 10,505,176 | -0.92% | 59 | 1.65% | 30 | -30.23% | 33 | 32.00% |
| Dec 31, 2023 | 95 | 9.20% | 10,603,006 | 3.48% | 60 | 1.78% | 43 | 13.16% | 25 | 19.05% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| CC&L Global Alpha - Series A | 1.48M | 8.22% | 7.70K |
| Global Alpha Global Small Cap | 696.49K | 3.86% | 400.00 |
| Vanguard Total Stock Mkt Idx Inv | 587.47K | 3.26% | - |
| Vanguard US Total Market Shares ETF | 587.47K | 3.26% | - |
| iShares Russell 2000 ETF | 431.88K | 2.39% | -3.74K |
| First Wilshire US SCV Equities SMA | 431.23K | 2.38% | -165.98K |
| Vanguard Institutional Extnd Mkt Idx Tr | 235.68K | 1.31% | 710.00 |
| 1290 VT GAMCO Small Company Value IB | 189.00K | 1.05% | - |
| Fidelity Small Cap Index | 167.09K | 0.93% | -3.13K |
| 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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