Vault-13

LIMONEIRA CO LMNR

COM · Common Stock · CUSIP 532746104 · ISIN US5327461043

Public limited agribusiness and real estate development company

106 institutional holders +0 vs Q3 2025
9,773,5859.8m shares reported held*
53.9% of all shares outstanding*
$123.4mreported value*
9 new 33 added 39 reduced 12 sold out net sold ≈ $9.1m (-721.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.9k this quarter). Holder counts are more reliable. Shares outstanding: 18.1m as of 2025-11-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $12.63. Options: 5 managers hold calls ($998.8k notional), 5 hold puts ($1.1m).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 67Q4 22: 74Q1 23: 79Q2 23: 84Q3 23: 89Q4 23: 94Q1 24: 92Q2 24: 96Q3 24: 107Q4 24: 106Q1 25: 103Q2 25: 115Q3 25: 106Q4 25: 106106Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202267
Q4 202274
Q1 202379
Q2 202384
Q3 202389
Q4 202394
Q1 202492
Q2 202496
Q3 2024107
Q4 2024106
Q1 2025103
Q2 2025115
Q3 2025106
Q4 2025106

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 28 bought or addedQ1 24: 43 cut or sold outQ2 24: 37 bought or addedQ2 24: 38 cut or sold outQ2 24Q3 24: 49 bought or addedQ3 24: 32 cut or sold outQ4 24: 44 bought or addedQ4 24: 35 cut or sold outQ4 24Q1 25: 39 bought or addedQ1 25: 39 cut or sold outQ2 25: 55 bought or addedQ2 25: 38 cut or sold outQ2 25Q3 25: 48 bought or addedQ3 25: 45 cut or sold outQ4 25: 42 bought or addedQ4 25: 51 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242843
Q2 20243738
Q3 20244932
Q4 20244435
Q1 20253939
Q2 20255538
Q3 20254845
Q4 20254251

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ1 25 calls: $1.4mQ1 25 puts: $1.0mQ1 25P/C 0.73Q2 25 calls: $694.7kQ2 25 puts: $1.6mQ2 25P/C 2.27Q3 25 calls: $1.2mQ3 25 puts: $1.4mQ3 25P/C 1.17Q4 25 calls: $998.8kQ4 25 puts: $1.1mQ4 25P/C 1.08
Numbers
QuarterCallsPutsP/C
Q1 2025$1.4m$1.0m0.73
Q2 2025$694.7k$1.6m2.27
Q3 2025$1.2m$1.4m1.17
Q4 2025$998.8k$1.1m1.08

Biggest buyers

Rathbones Group PLC Added +73,360+73.4k
Peapod Lane Capital LLC Added +64,178+64.2k
FULLER & THALER ASSET MANAGEMENT, INC. Added +28,740+28.7k
HSBC HOLDINGS PLC New +24,496+24.5k
Point72 Asset Management, L.P. New +19,350+19.4k
GAMCO INVESTORS, INC. ET AL Added +19,000+19.0k
MORGAN STANLEY Added +18,758+18.8k
Riverwater Partners LLC Added +17,422+17.4k
WHITE PINE CAPITAL LLC Added +17,248+17.2k
JANE STREET GROUP, LLC New +15,564+15.6k

Biggest sellers

Global Alpha Capital Management Ltd. Reduced -258,568-258.6k
Universal- Beteiligungs- und Servicegesellschaft mbH Sold out -210,831-210.8k
Robertson Stephens Wealth Management, LLC Sold out -101,460-101.5k
CITADEL ADVISORS LLC Reduced -83,468-83.5k
Bank of New York Mellon Corp Reduced -75,377-75.4k
DIMENSIONAL FUND ADVISORS LP Reduced -62,388-62.4k
RENAISSANCE TECHNOLOGIES LLC Sold out -45,800-45.8k
Qube Research & Technologies Ltd Reduced -37,516-37.5k
Penn Capital Management Company, LLC Sold out -37,105-37.1k
NJ State Employees Deferred Compensation Plan Sold out -28,000-28.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $342.3k27.1k shares
JANE STREET GROUP, LLC New $277.8k22.0k shares
CITADEL ADVISORS LLC Reduced $179.3k14.2k shares
Aristides Capital LLC Unchanged $170.4k13.5k shares
SIMPLEX TRADING, LLC Reduced $29.0k2.3k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $574.4k45.5k shares
JANE STREET GROUP, LLC New $251.2k19.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $243.8k19.3k shares
GROUP ONE TRADING LLC New $6.3k500 shares
SIMPLEX TRADING, LLC Reduced $3.8k300 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Global Alpha Capital Management Ltd. 13G · institution filed 2026-02-09 16.2% 2.9m≈ $38.4m 2026-02-09

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales in Q4 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Global Alpha Capital Management Ltd. 2.25% of their portfolio MONTREAL, A8 2,926,7132.9m $36.9m $36.9m 2.25% Reduced -258.6k -258,568
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,154,9851.2m $14.6m $14.6m 0.00% Added +983 +983
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 967,959968.0k $12.2m $12.2m 0.00% Added +6.8k +6,833
4 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 505,220505.2k $6.4m $6.4m 0.00% Reduced -62.4k -62,388
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 399,685399.7k $5.0m $5.0m 0.00% Reduced -3.4k -3,426
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 327,990328.0k $4.2m $4.2m 0.00% Reduced -648 -648
7 GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio GREENWICH, CT 272,200272.2k $3.4m $3.4m 0.03% Added +19.0k +19,000
8 Riverwater Partners LLC 1.28% of their portfolio Milwaukee, WI 261,428261.4k $3.3m $3.3m 1.28% Added +17.4k +17,422
9 FIRST WILSHIRE SECURITIES MANAGEMENT INC 0.83% of their portfolio PASADENA, CA 260,187260.2k $3.3m $3.3m 0.83% Added +3.9k +3,850
10 Peapod Lane Capital LLC 2.24% of their portfolio Bedford Hills, NY 208,547208.5k $2.6m $2.6m 2.24% Added +64.2k +64,178
11 Quinn Opportunity Partners LLC 0.10% of their portfolio CHARLOTTESVILLE, VA 180,357180.4k $2.3m $2.3m 0.10% Unchanged
12 FLAX POND CAPITAL, LLC 1.59% of their portfolio MERION STATION, PA 169,908169.9k $2.1m $2.1m 1.59% First filing
13 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 149,500149.5k $1.9m $1.9m 0.01% Added +6.4k +6,400
14 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 146,720146.7k $1.9m $1.9m 0.00% Added +73.4k +73,360
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 133,114133.1k $1.7m $1.7m 0.00% Reduced -12.5k -12,513
16 Teton Advisors, LLC 0.99% of their portfolio GREENWICH, CT 113,000113.0k $1.4m $1.4m 0.99% Reduced -4.5k -4,500
17 Federation des caisses Desjardins du Quebec 0.01% of their portfolio LEVIS, A8 109,484109.5k $1.4m $1.4m 0.01% Unchanged
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 108,380108.4k $1.4m $1.4m 0.00% Added +18.8k +18,758
19 WHITE PINE CAPITAL LLC 0.29% of their portfolio BLOOMINGTON, MN 82,23282.2k $1.0m $1.0m 0.29% Added +17.2k +17,248
20 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 63,39463.4k $800.3k $800.3k 0.00% Added +7.5k +7,504
21 SFE Investment Counsel 0.12% of their portfolio LOS ANGELES, CA 60,01060.0k $757.6k $757.6k 0.12% Unchanged
22 FULLER & THALER ASSET MANAGEMENT, INC. 0.00% of their portfolio SAN MATEO, CA 57,48057.5k $725.4k $725.4k 0.00% Added +28.7k +28,740
23 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 56,79456.8k $717.0k $717.0k 0.01% Added +1.8k +1,814
24 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 54,35254.4k $686.2k $686.2k 0.00% Unchanged
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 54,14854.1k $683.6k $683.6k 0.00% Added +4.3k +4,294
26 Oakum Bay Capital LLC 0.35% of their portfolio WESTPORT, CT 53,78353.8k $679.0k $679.0k 0.35% First filing
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 53,51553.5k $675.6k $675.6k 0.00% Added +6.0k +5,973
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 42,47442.5k $536.2k $536.2k 0.00% Added +4.4k +4,352
29 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 42,37342.4k $535.0k $535.0k 0.00% Reduced -75.4k -75,377
30 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 40,00040.0k $505.0k $505.0k 0.01% Unchanged
31 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 39,16039.2k $494.4k $494.4k 0.02% Unchanged
32 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 38,68538.7k $488.4k $488.4k 0.00% Added +417 +417
33 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 32,73832.7k $413.3k $413.3k 0.00% Reduced -6.0k -5,988
34 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 29,25029.2k $369.3k $369.3k 0.00% Added +82 +82
35 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 29,12329.1k $367.7k $367.7k 0.00% Reduced -37.5k -37,516
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 28,77828.8k $363.3k $363.3k 0.00% Added +6.1k +6,085
37 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 28,01228.0k $353.7k $353.7k 0.00% Reduced -1.9k -1,894
38 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 27,64227.6k $349.0k $349.0k 0.00% Added +2.0k +2,028
39 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 26,90526.9k $339.7k $339.7k 0.00% Reduced -10.0k -9,979
40 Baker Ellis Asset Management LLC 0.04% of their portfolio Vancouver, WA 25,30025.3k $319.4k $319.4k 0.04% Reduced -5.2k -5,250
41 First Interstate Bank 0.02% of their portfolio Billings, MT 25,00025.0k $315.6k $315.6k 0.02% Unchanged
42 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 24,49624.5k $308.6k $308.6k 0.00% New
43 EVERETT HARRIS & CO /CA/ 0.00% of their portfolio LOS ANGELES, CA 24,34724.3k $307.4k $307.4k 0.00% Reduced -2.2k -2,175
44 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,95322.0k $277.2k $277.2k 0.00% Reduced -83.5k -83,468
45 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 20,94520.9k $264.4k $264.4k 0.00% Reduced -2.8k -2,790
46 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 20,21120.2k $255.2k $255.2k 0.00% Reduced -1.3k -1,334
47 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 20,00020.0k $252.5k $252.5k 0.00% Reduced -8.1k -8,100
48 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 19,35019.4k $244.3k $244.3k 0.00% New
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 16,91316.9k $213.5k $213.5k 0.00% Reduced -25.9k -25,855
50 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 16,36816.4k $206.9k $206.9k 0.00% Reduced -4.4k -4,388
51 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 15,80015.8k $199.5k $199.5k 0.00% Unchanged
52 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 15,70015.7k $198.2k $198.2k 0.00% Added +3.8k +3,791
53 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,56415.6k $196.5k $196.5k 0.00% New
54 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 15,46615.5k $195.3k $195.3k 0.00% Reduced -8.8k -8,831
55 Beartown Capital Management, LLC 0.13% of their portfolio HUNTINGTON WOODS, MI 12,89212.9k $162.8k $162.8k 0.13% First filing
56 Byrne Asset Management LLC 0.09% of their portfolio KINGSTON, NJ 12,67112.7k $160.0k $160.0k 0.09% Added +7.5k +7,520
57 Parvin Asset Management, LLC 0.12% of their portfolio SIOUX FALLS, SD 12,05012.1k $152.1k $152.1k 0.12% Reduced -500 -500
58 EntryPoint Capital, LLC 0.06% of their portfolio NEW YORK, NY 11,88411.9k $150.0k $150.0k 0.06% New
59 UBS Group AG 0.00% of their portfolio ZURICH, V8 11,79011.8k $148.8k $148.8k 0.00% Reduced -6.5k -6,543
60 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 11,17611.2k $141.9k $141.9k 0.00% Unchanged
61 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 9,7659.8k $123.3k $123.3k 0.00% Added +3.0k +3,029
62 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 7,6957.7k $97.1k $97.1k 0.00% Reduced -95 -95
63 FMR LLC 0.00% of their portfolio BOSTON, MA 6,4996.5k $82.1k $82.1k 0.00% Added +5.8k +5,762
64 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 5,1705.2k $65.3k $65.3k 0.00% Added +1.9k +1,869
65 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 5,0815.1k $64.1k $64.1k 0.00% Added +5.0k +4,951
66 McIlrath & Eck, LLC 0.01% of their portfolio ARLINGTON, WA 4,8704.9k $61.5k $61.5k 0.01% Unchanged
67 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,6003.6k $45.5k $45.5k 0.00% Unchanged
68 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 2,8822.9k $36.0k $36.0k 0.00% Added +307 +307
69 Leonteq Securities AG 0.00% of their portfolio ZURICH, V8 1,7931.8k $22.6k $22.6k 0.00% Unchanged
70 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 1,7101.7k $21.6k $21.6k 0.00% Added +910 +910
71 Legal & General Group Plc 0.00% of their portfolio London, X0 1,4661.5k $18.5k $18.5k 0.00% Unchanged
72 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,4461.4k $18.3k $18.3k 0.00% Unchanged
73 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,3021.3k $16.4k $16.4k 0.00% Reduced -1.7k -1,714
74 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio Paris, I0 1,2141.2k $15.0k $15.0k 0.00% New
75 Covestor Ltd 0.01% of their portfolio LONDON, X0 1,0581.1k $13.0k $13.0k 0.01% Reduced -5.1k -5,125
76 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,0321.0k $13.0k $13.0k 0.00% Reduced -1.4k -1,418
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 1,0251.0k $12.9k $12.9k 0.00% Reduced -13 -13
78 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 1,0001.0k $12.6k $12.6k 0.00% Unchanged
79 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 960960 $12.1k $12.1k 0.00% Reduced -189 -189
80 Annis Gardner Whiting Capital Advisors, LLC 0.00% of their portfolio TAMPA, FL 937937 $11.9k $11.9k 0.00% Unchanged
81 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 886886 $11.2k $11.2k 0.00% Added +70 +70
82 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 784784 $10.0k $10.0k 0.00% Reduced -239 -239
83 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 748748 $9.4k $9.4k 0.00% Unchanged
84 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 677677 $9.0k $9.0k 0.00% Reduced -20.0k -20,023
85 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 625625 $7.9k $7.9k 0.00% Reduced -18 -18
86 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 567567 $7.2k $7.2k 0.00% Reduced -1.7k -1,725
87 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 523523 $7.0k $7.0k 0.00% Reduced -67 -67
88 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 500500 $6.3k $6.3k 0.00% Unchanged
89 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 377377 $4.8k $4.8k 0.00% Added +184 +184
90 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 363363 $4.6k $4.6k 0.00% Added +283 +283
91 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 272272 $3.4k $3.4k 0.00% Unchanged
92 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 135135 $1.7k $1.7k 0.00% Reduced -349 -349
93 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 104104 $1.3k $1.3k 0.00% New
94 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 100100 $1.0k $1.0k 0.00% Unchanged
95 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 8383 $1.0k $1.0k 0.00% Reduced -3 -3
96 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 7272 $909 $909 0.00% New
97 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 6060 $758 $758 0.00% Added +5 +5
98 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 5959 $745 $745 0.00% Reduced -527 -527
99 CALDWELL SUTTER CAPITAL, INC. 0.00% of their portfolio SAUSALITO, CA 5454 $682 $682 0.00% Unchanged
100 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 5454 $682 $682 0.00% Added +30 +30