Limoneira Co Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 05/11/2026 | 2.93 M | $39.27 M | -0.02% | 16.34% |
| BLACKROCK, INC. | 05/13/2026 | 1.11 M | $14.86 M | -4.14% | 6.18% |
| 05/15/2026 | 788.14 K | $10.58 M | 100.00% | 4.40% | |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 05/12/2026 | 578.06 K | $7.76 M | 122.17% | 3.23% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 428.61 K | $5.75 M | -15.16% | 2.39% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 416.80 K | $5.59 M | 4.28% | 2.33% |
| STATE STREET CORP | 05/15/2026 | 333.50 K | $4.48 M | 1.68% | 1.86% |
| RIVERWATER PARTNERS LLC | 05/08/2026 | 329.18 K | $4.42 M | 25.92% | 1.84% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 293.20 K | $3.93 M | 7.71% | 1.64% |
| PEAPOD LANE CAPITAL LLC | 05/04/2026 | 248.34 K | $3.34 M | 19.08% | 1.39% |
| QUINN OPPORTUNITY PARTNERS LLC | 05/15/2026 | 180.36 K | $2.42 M | 0.00% | 1.01% |
| 05/19/2026 | 171.13 K | $2.30 M | 0.72% | 0.96% | |
| GABELLI FUNDS LLC | 05/14/2026 | 149.50 K | $2.01 M | 0.00% | 0.83% |
| NORTHERN TRUST CORP | 05/14/2026 | 137.94 K | $1.85 M | 3.63% | 0.77% |
| CITADEL ADVISORS LLC | 05/15/2026 | 129.87 K | $1.74 M | 491.58% | 0.73% |
| MORGAN STANLEY | 05/15/2026 | 117.45 K | $1.58 M | 8.37% | 0.66% |
| 05/14/2026 | 113.00 K | $1.52 M | 0.00% | 0.63% | |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 103.05 K | $1.38 M | 100.00% | 0.58% |
| WHITE PINE CAPITAL LLC | 05/11/2026 | 97.63 K | $1.31 M | 18.72% | 0.55% |
| CINCTIVE CAPITAL MANAGEMENT LP | 05/15/2026 | 96.43 K | $1.29 M | 100.00% | 0.54% |
| 05/08/2026 | 96.35 K | $1.29 M | 100.00% | 0.54% | |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 04/28/2026 | 88.21 K | $1.18 M | 100.00% | 0.49% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 75.33 K | $1.01 M | -31.20% | 0.42% |
| RATHBONES GROUP PLC | 06/09/2026 | 73.36 K | $984.49 K | 0.00% | 0.41% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 72.49 K | $972.80 K | 35.46% | 0.40% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 64.34 K | $863.46 K | 1.49% | 0.36% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 62.76 K | $842.21 K | 91.70% | 0.35% |
| SFE INVESTMENT COUNSEL | 05/01/2026 | 60.01 K | $805.33 K | 0.00% | 0.34% |
| 05/15/2026 | 56.41 K | $756.96 K | 4.88% | 0.32% | |
| NUVEEN, LLC | 04/30/2026 | 54.79 K | $735.27 K | 0.80% | 0.31% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 49.93 K | $670.10 K | -12.08% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 43.39 K | $582.29 K | -19.87% | 0.24% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 40.44 K | $542.67 K | -4.57% | 0.23% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 40.00 K | $536.80 K | 0.00% | 0.22% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 39.35 K | $528.05 K | 1.71% | 0.22% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 39.16 K | $525.53 K | 0.00% | 0.22% |
| CITADEL ADVISORS LLC | 05/15/2026 | 34.10 K | $457.62 K | -25.05% | 0.19% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 34.05 K | $456.90 K | 100.00% | 0.19% |
| UBS GROUP AG | 05/05/2026 | 31.48 K | $422.49 K | 167.02% | 0.18% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 28.94 K | $388.38 K | 0.70% | 0.16% |
| VIDENT ADVISORY, LLC | 05/15/2026 | 28.82 K | $386.76 K | 100.00% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 27.80 K | $373.06 K | -34.55% | 0.16% |
| XTX TOPCO LTD | 05/15/2026 | 26.75 K | $359.03 K | 100.00% | 0.15% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 26.54 K | $356.11 K | -5.27% | 0.15% |
| FIRST INTERSTATE BANK | 04/29/2026 | 25.00 K | $335.50 K | 0.00% | 0.14% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 22.91 K | $307.44 K | 48.12% | 0.13% |
| INVESCO LTD. | 05/12/2026 | 21.09 K | $283.06 K | 4.36% | 0.12% |
| RHUMBLINE ADVISERS | 05/12/2026 | 21.09 K | $282.97 K | 0.67% | 0.12% |
| HRT FINANCIAL LP | 05/14/2026 | 20.39 K | $273.00 K | 100.00% | 0.11% |
| EVERETT HARRIS & CO /CA/ | 05/11/2026 | 20.21 K | $271.23 K | -16.99% | 0.11% |
Limoneira Co institutional Ownership - FAQ's
During the previous two years, 153 institutional investors and hedge funds held shares of Limoneira Co. The most heavily invested institutionals were:
Global Alpha Capital Management Ltd.: 2.93 M
BlackRock, Inc.: 1.11 M
FIRST WILSHIRE SECURITIES MANAGEMENT INC: 578,059
DIMENSIONAL FUND ADVISORS LP: 428,605
GEODE CAPITAL MANAGEMENT, LLC: 416,797
STATE STREET CORP: 333,499
58.06% of Limoneira Co stock is owned by institutional investors.
Institutional investors have bought a total of 12.74 M shares in the last 24 months. This purchase volume represents approximately $176.18 M in transactions.