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Limoneira Co. 13F holders

112 funds reported a position in Limoneira Co. in their 13F for the quarter ended 30 June 2026, together 11.2 million shares worth $147.6 million. Against the quarter before, 11 opened a position, 37 added, 36 trimmed and 14 sold out; together they bought a net 715,935 shares. The largest holders: Global Alpha Capital Management Ltd., BlackRock, Inc. and Vanguard Capital Management LLC.

Funds holding112-6 on Q1 2026
Shares they held11.2Mworth $147.6 million
Net bought on the quarter715,935 sharesabout $9.4 million at the funds' values
Funds buying to selling48 to 50opened or added, to cut or sold
Opened 11Added 37Held 27Trimmed 36Sold out 14
Opened: 11 fundsAdded: 37 fundsHeld: 27 fundsTrimmed: 36 fundsSold out: 14 funds

What each fund did in LMNR against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 106 funds, 10.6 million shares106Q3 2024Q4 2024: 104 funds, 10.4 million shares104Q4 2024Q1 2025: 101 funds, 10.5 million shares101Q1 2025Q2 2025: 113 funds, 10.5 million shares113Q2 2025Q3 2025: 106 funds, 10.3 million shares106Q3 2025Q4 2025: 106 funds, 9.8 million shares106Q4 2025Q1 2026: 118 funds, 10.6 million shares118Q1 2026Q2 2026: 112 funds, 11.2 million shares112Q2 2026

Funds reporting a position in LMNR in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 23 reported a position in Limoneira Co.: 2 opened one, 7 added, 6 trimmed and 5 sold out, a net 103,214 shares sold.

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 3 reported a position in Limoneira Co. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 414,572 shares worth $5.4 million, 0.0% of its reported book. Sold out: Two Sigma Investments. In the quarter, 1 fund added or opened a position and 3 trimmed or sold out; together they sold a net 48,029 shares, about $630,634 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management414,572$5.4 million0.0%-2,225trimmed30 June 202613F
Citadel Advisors89,890$1.2 million0.0%-39,979trimmed30 June 202613F
FMR LLC14,469$189,9820.0%+10,258added30 June 202613F
Two Sigma Investments0$00.0%-16,083exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Global Alpha Capital Management Ltd.2,898,54925.79%$38.1 million2.28%-27,71813F
BlackRock, Inc.1,147,40510.21%$15.1 million0.00%+40,28013F
Vanguard Capital Management LLC715,0906.36%$9.4 million0.00%-73,05213F
First Wilshire Securities Management Inc.586,5365.22%$7.7 million1.59%+8,47713F
Ameriprise Financial Inc.517,5704.61%$6.8 million0.00%new13F
Geode Capital Management, LLC414,5723.69%$5.4 million0.00%-2,22513F
Dimensional Fund Advisors LP369,9253.29%$4.9 million0.00%-58,68013F
Flax Pond Capital, LLC355,1403.16%$4.7 million1.75%+184,00813F
State Street Corp.346,2893.08%$4.5 million0.00%+12,79013F
Peapod Lane Capital LLC340,8803.03%$4.5 million3.02%+92,53713F
Riverwater Partners LLC337,4373.00%$4.4 million1.31%+8,25313F
Gamco Investors, Inc. Et Al293,2002.61%$3.8 million0.04%no change13F
Morgan Stanley218,7741.95%$2.9 million0.00%+101,32313F
Quinn Opportunity Partners LLC180,3571.60%$2.4 million0.11%no change13F
White Pine Capital LLC154,4041.37%$2.0 million0.48%-58,27113F
Gabelli Funds LLC149,5001.33%$2.0 million0.01%no change13F
Northern Trust Corp.142,4601.27%$1.9 million0.00%+4,51913F
Vanguard Portfolio Management LLC112,3391.00%$1.5 million0.00%+15,99413F
Teton Advisors, LLC111,0000.99%$1.5 million0.84%-2,00013F
Vanguard Fiduciary Trust Co.108,1420.96%$1.4 million0.00%+5,08813F
Cinctive Capital Management LP96,4540.86%$1.3 million0.05%+2513F
Citadel Advisors LLC89,8900.80%$1.2 million0.00%-39,97913F
Quantinno Capital Management LP88,6040.79%$1.2 million0.00%+25,84613F
Robertson Stephens Wealth Management, LLC88,2050.78%$1.2 million0.03%no change13F
Federation des caisses Desjardins du Quebec75,3270.67%$989,1980.00%no change13F
Rathbones Group PLC73,3600.65%$963,2160.00%-73,36013F
UBS Group AG65,3980.58%$858,6760.00%+33,91613F
SFE Investment Counsel60,0100.53%$787,9310.11%no change13F
D. E. Shaw & Co., Inc.59,7860.53%$784,9900.00%-4,55513F
AQR Capital Management LLC56,7140.50%$744,6550.00%+33,80513F
Nuveen, LLC54,7890.49%$719,3800.00%no change13F
Goldman Sachs Group Inc.52,1220.46%$684,3620.00%-20,36713F
Bank of New York Mellon Corp50,1610.45%$658,6210.00%+9,72413F
Advisors Asset Management, Inc.48,8490.43%$641,3870.01%-1,08413F
Envestnet Asset Management Inc.46,5840.41%$611,6510.00%+12,53813F
Marquette Asset Management, LLC46,3350.41%$608,3790.08%new13F
Charles Schwab Investment Management Inc.42,0210.37%$551,7360.00%-1,36913F
Mutual Advisors, LLC40,0000.36%$525,2000.01%no change13F
Sowell Financial Services LLC39,1600.35%$514,1710.02%no change13F
American Century Companies Inc.39,1270.35%$513,7380.00%-22113F
Stratos Wealth Partners, LTD.31,5360.28%$414,0680.00%+5,00013F
Vident Advisory, LLC28,8200.26%$378,4070.00%no change13F
Fuller & Thaler Asset Management, Inc.28,6750.26%$376,5030.00%-26513F
First Interstate Bank25,0000.22%$328,2500.02%no change13F
Wells Fargo & Company24,1710.22%$317,3650.00%+7,77813F
Wedbush Securities Inc.22,5920.20%$297,0000.01%new13F
Rhumbline Advisers21,3000.19%$279,6600.00%+21413F
XTX Topco Ltd19,8370.18%$260,4600.00%-6,91613F
Whittier Trust Co.18,9800.17%$253,0030.00%no change13F
Invesco Ltd.18,6850.17%$245,3330.00%-2,40713F
The 50 largest of the 112 funds that reported a position in LMNR in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
9 February 202613G/AGlobal Alpha Capital Management Ltd. and 1 other2.9 million16.2%31 December 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
29 July 2026838$13.50SEC
22 July 2026926$13.11SEC
21 July 2026331$13.28SEC
17 July 2026761$14.00SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 926 on 22 July 2026. A fail is an operational fact about settlement, not a position.