Limoneira Co Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 08/13/2026 | 2.90 M | $38.06 M | -0.95% | 16.17% |
| BLACKROCK, INC. | 08/07/2026 | 1.15 M | $15.07 M | 3.64% | 6.40% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 715.09 K | $9.39 M | -9.27% | 3.99% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 08/14/2026 | 586.54 K | $7.70 M | 1.47% | 3.27% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 517.57 K | $6.80 M | 100.00% | 2.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 414.57 K | $5.44 M | -0.53% | 2.31% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 369.93 K | $4.86 M | -13.69% | 2.06% |
| STATE STREET CORP | 08/07/2026 | 346.29 K | $4.55 M | 3.84% | 1.93% |
| PEAPOD LANE CAPITAL LLC | 07/27/2026 | 340.88 K | $4.48 M | 37.26% | 1.90% |
| RIVERWATER PARTNERS LLC | 08/14/2026 | 337.44 K | $4.43 M | 2.51% | 1.88% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 293.20 K | $3.85 M | 0.00% | 1.64% |
| MORGAN STANLEY | 08/13/2026 | 218.77 K | $2.87 M | 86.27% | 1.22% |
| QUINN OPPORTUNITY PARTNERS LLC | 08/14/2026 | 180.36 K | $2.37 M | 0.00% | 1.01% |
| FLAX POND CAPITAL, LLC | 08/14/2026 | 180.01 K | $2.36 M | 5.19% | 1.00% |
| WHITE PINE CAPITAL LLC | 08/05/2026 | 154.40 K | $2.03 M | 34.21% | 0.86% |
| GABELLI FUNDS LLC | 08/12/2026 | 149.50 K | $1.96 M | 0.00% | 0.83% |
| NORTHERN TRUST CORP | 08/13/2026 | 142.46 K | $1.87 M | 3.28% | 0.79% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 112.34 K | $1.48 M | 16.60% | 0.63% |
| TETON ADVISORS, LLC | 08/12/2026 | 111.00 K | $1.46 M | -1.77% | 0.62% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 108.14 K | $1.42 M | 4.94% | 0.60% |
| CINCTIVE CAPITAL MANAGEMENT LP | 08/14/2026 | 96.45 K | $1.27 M | 0.03% | 0.54% |
| CITADEL ADVISORS LLC | 09/02/2026 | 89.89 K | $1.18 M | -30.78% | 0.50% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 88.60 K | $1.16 M | 41.18% | 0.49% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 07/29/2026 | 88.21 K | $1.16 M | 0.00% | 0.49% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 75.33 K | $989.20 K | 0.00% | 0.42% |
| RATHBONES GROUP PLC | 07/23/2026 | 73.36 K | $963.22 K | 0.00% | 0.41% |
| UBS GROUP AG | 08/13/2026 | 65.40 K | $858.68 K | 107.73% | 0.36% |
| SFE INVESTMENT COUNSEL | 08/05/2026 | 60.01 K | $787.93 K | 0.00% | 0.33% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 59.79 K | $784.99 K | -7.08% | 0.33% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 56.71 K | $744.66 K | 147.56% | 0.32% |
| NUVEEN, LLC | 08/11/2026 | 54.79 K | $719.38 K | 0.00% | 0.31% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 52.12 K | $684.36 K | -28.10% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 50.16 K | $658.62 K | 24.05% | 0.28% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 48.85 K | $641.39 K | -2.17% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 46.58 K | $611.65 K | 36.83% | 0.26% |
| MARQUETTE ASSET MANAGEMENT, LLC | 07/09/2026 | 46.34 K | $608.38 K | 100.00% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 42.02 K | $551.74 K | -3.16% | 0.23% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 42.02 K | $551.74 K | 100.00% | 0.23% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 40.00 K | $525.20 K | 0.00% | 0.22% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 39.16 K | $514.17 K | 0.00% | 0.22% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 39.13 K | $513.74 K | -0.56% | 0.22% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 31.54 K | $414.07 K | 18.84% | 0.18% |
| VIDENT ADVISORY, LLC | 08/12/2026 | 28.82 K | $378.41 K | 0.00% | 0.16% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 28.68 K | $376.50 K | -0.92% | 0.16% |
| FIRST INTERSTATE BANK | 07/24/2026 | 25.00 K | $328.25 K | 0.00% | 0.14% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 24.17 K | $317.37 K | 47.45% | 0.13% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 22.59 K | $297.00 K | 100.00% | 0.13% |
| RHUMBLINE ADVISERS | 08/12/2026 | 21.30 K | $279.66 K | 1.01% | 0.12% |
| XTX TOPCO LTD | 08/14/2026 | 19.84 K | $260.46 K | -25.85% | 0.11% |
| WHITTIER TRUST CO | 07/28/2026 | 18.98 K | $253.00 K | 0.00% | 0.11% |
Limoneira Co institutional Ownership - FAQ's
During the previous two years, 164 institutional investors and hedge funds held shares of Limoneira Co. The most heavily invested institutionals were:
Global Alpha Capital Management Ltd.: 2.9 M
BlackRock, Inc.: 1.15 M
VANGUARD CAPITAL MANAGEMENT LLC: 715,090
FIRST WILSHIRE SECURITIES MANAGEMENT INC: 586,536
AMERIPRISE FINANCIAL INC: 517,570
GEODE CAPITAL MANAGEMENT, LLC: 414,572
61.96% of Limoneira Co stock is owned by institutional investors.
Institutional investors have bought a total of 14.68 M shares in the last 24 months. This purchase volume represents approximately $203.07 M in transactions.