Vault-13

LIMONEIRA CO LMNR

COM · Common Stock · CUSIP 532746104 · ISIN US5327461043

Public limited agribusiness and real estate development company

118 institutional holders +12 vs Q4 2025
10,586,56710.6m shares reported held*
58.5% of all shares outstanding*
$142.1mreported value*
19 new 39 added 31 reduced 9 sold out net bought ≈ $10.6m (+789.5k 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 ($8.9k this quarter). Holder counts are more reliable. Shares outstanding: 18.1m as of 2026-02-28, 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 ≈ $13.42. Options: 1 managers hold calls ($174.5k notional), 4 hold puts ($959.5k).

Trends to Q1 2026

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: 106Q1 26: 118118Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026118

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 37 bought or addedQ2 24: 38 cut or sold outQ3 24: 49 bought or addedQ3 24: 32 cut or sold outQ3 24Q4 24: 44 bought or addedQ4 24: 35 cut or sold outQ1 25: 39 bought or addedQ1 25: 39 cut or sold outQ1 25Q2 25: 55 bought or addedQ2 25: 38 cut or sold outQ3 25: 48 bought or addedQ3 25: 45 cut or sold outQ3 25Q4 25: 42 bought or addedQ4 25: 51 cut or sold outQ1 26: 58 bought or addedQ1 26: 40 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243738
Q3 20244932
Q4 20244435
Q1 20253939
Q2 20255538
Q3 20254845
Q4 20254251
Q1 20265840

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ2 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 1.08Q1 26 calls: $174.5kQ1 26 puts: $959.5kQ1 26P/C 5.50
Numbers
QuarterCallsPutsP/C
Q2 2025$694.7k$1.6m2.27
Q3 2025$1.2m$1.4m1.17
Q4 2025$998.8k$1.1m1.08
Q1 2026$174.5k$959.5k5.50

Biggest buyers

FIRST WILSHIRE SECURITIES MANAGEMENT INC Added +317,872+317.9k
WHITE PINE CAPITAL LLC Added +130,443+130.4k
CITADEL ADVISORS LLC Added +107,916+107.9k
Cinctive Capital Management LP New +96,429+96.4k
Robertson Stephens Wealth Management, LLC New +88,205+88.2k
Riverwater Partners LLC Added +67,756+67.8k
Peapod Lane Capital LLC Added +39,796+39.8k
ENVESTNET ASSET MANAGEMENT INC New +34,046+34.0k
Quantinno Capital Management LP Added +30,020+30.0k
Vident Advisory, LLC New +28,820+28.8k

Biggest sellers

DIMENSIONAL FUND ADVISORS LP Reduced -76,615-76.6k
BlackRock, Inc. Reduced -47,860-47.9k
Federation des caisses Desjardins du Quebec Reduced -34,157-34.2k
Qube Research & Technologies Ltd Sold out -29,123-29.1k
FULLER & THALER ASSET MANAGEMENT, INC. Reduced -28,540-28.5k
BARCLAYS PLC Reduced -22,630-22.6k
TWO SIGMA ADVISERS, LP Sold out -20,000-20.0k
Point72 Asset Management, L.P. Sold out -19,350-19.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -14,675-14.7k
Russell Investments Group, Ltd. Reduced -13,841-13.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $174.5k13.0k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $457.6k34.1k shares
JANE STREET GROUP, LLC Unchanged $267.1k19.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $230.8k17.2k shares
SIMPLEX TRADING, LLC Unchanged $4.0k300 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 Q1 2026

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.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 2 buyingQ1 26: 1 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20262$319.0k1$14.0k$14.0k
DateInsiderTradeSharesPrice ValueTheir holding
2026-03-03 Hamm Gregory C. VP, CFO and Treasurer Sold plan 1,000 $13.97 $14.0k1.0k shares -1%
2026-01-08 Slater Scott S Director Bought 5,000 $12.85 $64.2k5.0k shares +8%
2026-01-05 NOLAN PETER J Director Bought 3,580 $12.78 $45.8k3.6k shares +<1%
2026-01-02 NOLAN PETER J Director Bought 16,420 $12.73 $209.0k16.4k shares +2%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Global Alpha Capital Management Ltd. 2.36% of their portfolio MONTREAL, A8 2,926,2672.9m $39.3m $39.3m 2.36% Reduced -446 -446
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,107,1251.1m $14.9m $14.9m 0.00% Reduced -47.9k -47,860
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 788,142788.1k $10.6m $10.6m 0.00% First filing
4 FIRST WILSHIRE SECURITIES MANAGEMENT INC 1.75% of their portfolio PASADENA, CA 578,059578.1k $7.8m $7.8m 1.75% Added +317.9k +317,872
5 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 428,605428.6k $5.8m $5.8m 0.00% Reduced -76.6k -76,615
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 416,797416.8k $5.6m $5.6m 0.00% Added +17.1k +17,112
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 333,499333.5k $4.5m $4.5m 0.00% Added +5.5k +5,509
8 Riverwater Partners LLC 1.47% of their portfolio Milwaukee, WI 329,184329.2k $4.4m $4.4m 1.47% Added +67.8k +67,756
9 GAMCO INVESTORS, INC. ET AL 0.04% of their portfolio GREENWICH, CT 293,200293.2k $3.9m $3.9m 0.04% Added +21.0k +21,000
10 Peapod Lane Capital LLC 2.74% of their portfolio Bedford Hills, NY 248,343248.3k $3.3m $3.3m 2.74% Added +39.8k +39,796
11 WHITE PINE CAPITAL LLC 0.39% of their portfolio BLOOMINGTON, MN 212,675212.7k $2.9m $2.9m 0.39% Added +130.4k +130,443
12 Quinn Opportunity Partners LLC 0.13% of their portfolio CHARLOTTESVILLE, VA 180,357180.4k $2.4m $2.4m 0.13% Unchanged
13 FLAX POND CAPITAL, LLC 1.85% of their portfolio MERION STATION, PA 171,132171.1k $2.3m $2.3m 1.85% Added +1.2k +1,224
14 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 149,500149.5k $2.0m $2.0m 0.01% Unchanged
15 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 146,720146.7k $2.0m $2.0m 0.00% Unchanged
16 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 137,941137.9k $1.9m $1.9m 0.00% Added +4.8k +4,827
17 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 129,869129.9k $1.7m $1.7m 0.00% Added +107.9k +107,916
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 117,451117.5k $1.6m $1.6m 0.00% Added +9.1k +9,071
19 Teton Advisors, LLC 1.07% of their portfolio GREENWICH, CT 113,000113.0k $1.5m $1.5m 1.07% Unchanged
20 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 103,054103.1k $1.4m $1.4m 0.00% First filing
21 Cinctive Capital Management LP 0.09% of their portfolio New York, NY 96,42996.4k $1.3m $1.3m 0.09% New
22 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 96,34596.3k $1.3m $1.3m 0.00% First filing
23 Robertson Stephens Wealth Management, LLC 0.03% of their portfolio San Francisco, CA 88,20588.2k $1.2m $1.2m 0.03% New
24 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 75,32775.3k $1.0m $1.0m 0.00% Reduced -34.2k -34,157
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 72,48972.5k $972.8k $972.8k 0.00% Added +19.0k +18,974
26 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 64,34164.3k $863.5k $863.5k 0.00% Added +947 +947
27 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 62,75862.8k $842.2k $842.2k 0.00% Added +30.0k +30,020
28 SFE Investment Counsel 0.13% of their portfolio LOS ANGELES, CA 60,01060.0k $805.3k $805.3k 0.13% Unchanged
29 Oakum Bay Capital LLC 0.41% of their portfolio WESTPORT, CT 56,40556.4k $757.0k $757.0k 0.41% Added +2.6k +2,622
30 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 54,78954.8k $735.3k $735.3k 0.00% Added +437 +437
31 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 49,93349.9k $670.1k $670.1k 0.01% Reduced -6.9k -6,861
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 43,39043.4k $582.3k $582.3k 0.00% Reduced -10.8k -10,758
33 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 40,43740.4k $542.7k $542.7k 0.00% Reduced -1.9k -1,936
34 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 40,00040.0k $536.8k $536.8k 0.01% Unchanged
35 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 39,34839.3k $528.0k $528.0k 0.00% Added +663 +663
36 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 39,16039.2k $525.5k $525.5k 0.02% Unchanged
37 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 34,04634.0k $456.9k $456.9k 0.00% New
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 31,48231.5k $422.5k $422.5k 0.00% Added +19.7k +19,692
39 FULLER & THALER ASSET MANAGEMENT, INC. 0.00% of their portfolio SAN MATEO, CA 28,94028.9k $388.4k $388.4k 0.00% Reduced -28.5k -28,540
40 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 28,82028.8k $386.8k $386.8k 0.00% New
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,79927.8k $373.1k $373.1k 0.00% Reduced -14.7k -14,675
42 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 26,75326.8k $359.0k $359.0k 0.01% New
43 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 26,53626.5k $356.1k $356.1k 0.00% Reduced -1.5k -1,476
44 First Interstate Bank 0.02% of their portfolio Billings, MT 25,00025.0k $335.5k $335.5k 0.02% Unchanged
45 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 22,90922.9k $307.4k $307.4k 0.00% Added +7.4k +7,443
46 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 21,09221.1k $283.1k $283.1k 0.00% Added +881 +881
47 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 21,08621.1k $283.0k $283.0k 0.00% Added +141 +141
48 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 20,39320.4k $273.0k $273.0k 0.00% New
49 EVERETT HARRIS & CO /CA/ 0.00% of their portfolio LOS ANGELES, CA 20,21120.2k $271.2k $271.2k 0.00% Reduced -4.1k -4,136
50 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 18,98019.0k $248.6k $248.6k 0.00% Added +2.6k +2,612
51 Baker Ellis Asset Management LLC 0.03% of their portfolio Vancouver, WA 18,80018.8k $252.3k $252.3k 0.03% Reduced -6.5k -6,500
52 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 17,00017.0k $228.1k $228.1k 0.00% Added +1.2k +1,200
53 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 16,55916.6k $222.2k $222.2k 0.00% Added +859 +859
54 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 16,39316.4k $220.0k $220.0k 0.00% Reduced -12.4k -12,385
55 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 16,08316.1k $215.8k $215.8k 0.00% Reduced -10.8k -10,822
56 Virtu Financial LLC 0.01% of their portfolio New York, NY 16,02916.0k $215.0k $215.0k 0.01% New
57 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,47215.5k $208.1k $208.1k 0.00% Reduced -1.4k -1,441
58 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 13,80113.8k $185.2k $185.2k 0.00% Reduced -13.8k -13,841
59 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 12,79612.8k $171.7k $171.7k 0.00% New
60 Byrne Asset Management LLC 0.10% of their portfolio KINGSTON, NJ 12,67112.7k $170.0k $170.0k 0.10% Unchanged
61 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,48512.5k $167.5k $167.5k 0.00% Reduced -3.1k -3,079
62 Parvin Asset Management, LLC 0.12% of their portfolio SIOUX FALLS, SD 12,47512.5k $167.4k $167.4k 0.12% Added +425 +425
63 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 12,04312.0k $161.6k $161.6k 0.00% New
64 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 11,96112.0k $160.5k $160.5k 0.00% New
65 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 11,87611.9k $159.4k $159.4k 0.00% Added +700 +700
66 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 11,59011.6k $156.0k $156.0k 0.00% New
67 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 11,45011.4k $154.3k $154.3k 0.00% Reduced -13.0k -13,046
68 EntryPoint Capital, LLC 0.04% of their portfolio NEW YORK, NY 10,57310.6k $141.9k $141.9k 0.04% Reduced -1.3k -1,311
69 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,48510.5k $140.7k $140.7k 0.00% New
70 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 9,7659.8k $131.0k $131.0k 0.00% Unchanged
71 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 7,8997.9k $106.0k $106.0k 0.00% Added +204 +204
72 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 6,6206.6k $88.8k $88.8k 0.00% Reduced -22.6k -22,630
73 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,1946.2k $83.1k $83.1k 0.00% Added +5.2k +5,162
74 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 6,0806.1k $81.6k $81.6k 0.00% First filing
75 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 4,8704.9k $65.4k $65.4k 0.00% Unchanged
76 FMR LLC 0.00% of their portfolio BOSTON, MA 4,2114.2k $56.5k $56.5k 0.00% Reduced -2.3k -2,288
77 Aster Capital Management (DIFC) Ltd 0.02% of their portfolio DUBAI, C0 3,7653.8k $66.7k $66.7k 0.02% New
78 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,6003.6k $48.3k $48.3k 0.00% Unchanged
79 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3,5883.6k $48.2k $48.2k 0.00% Reduced -1.6k -1,582
80 Leonteq Securities AG 0.00% of their portfolio ZURICH, V8 3,3863.4k $45.4k $45.4k 0.00% Added +1.6k +1,593
81 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,2613.3k $43.8k $43.8k 0.00% Added +2.4k +2,375
82 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 3,1983.2k $42.9k $42.9k 0.00% Added +3.1k +3,094
83 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 3,0563.1k $41.0k $41.0k 0.00% Added +174 +174
84 Legal & General Group Plc 0.00% of their portfolio London, X0 1,4661.5k $19.7k $19.7k 0.00% Unchanged
85 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,4461.4k $19.4k $19.4k 0.00% Unchanged
86 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 1,0001.0k $13.1k $13.1k 0.00% Unchanged
87 Annis Gardner Whiting Capital Advisors, LLC 0.00% of their portfolio TAMPA, FL 937937 $12.6k $12.6k 0.00% Unchanged
88 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 902902 $12.1k $12.1k 0.00% Reduced -123 -123
89 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 784784 $10.5k $10.5k 0.00% Unchanged
90 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 774774 $10.4k $10.4k 0.00% Added +397 +397
91 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 748748 $10.0k $10.0k 0.00% Unchanged
92 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 625625 $8.4k $8.4k 0.00% Unchanged
93 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 556556 $7.5k $7.5k 0.00% Reduced -746 -746
94 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 551551 $7.4k $7.4k 0.00% Reduced -409 -409
95 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 500500 $6.7k $6.7k 0.00% Unchanged
96 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 417417 $5.6k $5.6k 0.00% Reduced -150 -150
97 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 415415 $5.6k $5.6k 0.00% Reduced -4.7k -4,666
98 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 379379 $5.1k $5.1k 0.00% Added +16 +16
99 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 376376 $5.0k $5.0k 0.00% Added +304 +304
100 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 160160 $2.1k $2.1k 0.00% Reduced -112 -112